Oil-dri Corporation Of America · NYSE:ODC
Oil-dri Corporation Of America — Oil DRI Corp of America — Shareholder Meeting (December 2013)
21 slides from Oil-dri Corporation Of America's shareholder meeting presentation, Dec 11, 2013
Slide 1: Annual Meeting of Stockholders 2013
CORPORATION OF AMERICA Annual Meeting of Stockholders 2013
Slide 2: Cautionary Statements Regarding Forward-Looking Information
Cautionary Statements Regarding Forward-Looking Information Except for the historical information contained herein, certain of the matters discussed in this, communication constitute “forward-looking statements” within the meaning of the Securities Act of 1933 and the Securities Exchange Act of 1934
Slide 3: Top Workplaces - Chicago Tribune
TOP § TOP WORKPLACES WORKPLACES Chicago Tribune Chicago Tribune
Slide 4: Financial Results Year History
Financial Results 10 Year History
Slide 5: Net Sales (millions)
Net Sales (millions) $251 $251 CAGR = 4.1% s226 $201 s17 eal I | HHH Foz F'03 F4o F414 Paz Fg $150
Slide 6: Tons Sold (thousands)
4,100 800 650 500 Tons Sold (thousands) 1,028 CAGR = -2.0% | : | : : | : | |
Slide 7: Net Sales Per Ton
Net Sales Per Ton $305 $310 CAGR = 6.2% wo a il Fo2 F'03 F04 FOS F "09 F'10 F414 FZ
Slide 8: Gross Profit Per Ton
Gross Profit Per Ton * CAGR = 9.4% tnd = ri 06 F'07 F'08
Slide 9: Net Income Per Ton
Net Income Per Ton $17.76
Slide 10: Earnings Per Share
Earnings Per Share $2.07 $2.20 $1.60 ($0. es | -$0.20 F02 F03 F04 F05 F'06 FO7 FOS FOS F410 F41 F42 F413
Slide 11: Dividends Per Share
$0.80 $0.67 $0.41 $0.28 $0.15 Dividends Per Share CAGR = 8.7% We've raised dividends for 10 consecutive years! $0.29 F02 F'03 F'04 F'06 F'‘07 F'08 nr F414. F420 «F413 $0.73
Slide 12: ODC Stock Price
$27 $20 as | $5 = ODC Stock Price 7/31/13 Closing Price CAGR =16.2% F'02 F033) F 04 «F'05— FO 6 F'07 F'08 F'09 $31 Pio Fat M2 F -86 "13
Slide 13: Animal Health and Nutrition Products
‘Ayaaleelal ING ES RENE ARISIRORN TAGE Animal Health and Nutrition Products Dr. Ron Cravens President of Amlan International
Slide 14: Amlan International
Amlan International Mission Statement Creating Value in Animal Health with Sorbent Minerals
Slide 15: Strategic Objectives
Strategic Objectives 2007 — Develop expertise and certification to compete in a regulated global environment — Determine marketing and sales structure to succeed in animal health market — Understand the capabilities of our minerals 2014 — New product development and claim extensions — Optimization/R
Slide 16: Product Evolution
Product Evolution yy Varium 9 Calibrin® w Calibrin® 0 ‘ConditionAde 200 HPC Animal Health Focused Mycotoxin ‘on! Guly Aflatoxin Binders ea Binder Products 1997 2007 2012 2014 Market Potential $200 MILLION > >$1 BILLION ‘Source: Marketsanatarkots, 2014
Slide 17: Amlan Sales & Technical Team
Amlan Sales & Technical Team
Slide 18: Regulatory Compliance Testing & Quality Certifications
Regulatory Compliance Testing & Quality Certifications :% eurofins TRILOGY
Slide 19: New Amlan Website
New Amlan Website WHOWEARE OUR PRODUCTS GUTHEAITH QUALITY INNOVATION PROTECTING THE GUT ‘SWINE FARMERS Ex acai Pt
Slide 20: Animal Health Business Performance
Animal Health Business Performance ike +125% Tons -28% SS ———————— F07 F'10 FA3
Slide 21: Amlan International (Shenzhen) Trading Co., Ltd.
Amlan International (Shenzhen) Trading Co,. Ltd. E aN
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