Slide 1: Ridley – Building to Feed the Future
Ridley RidleyCorporation AgriProducts For personal use only Ridley – Building to Feed the Future 1
Slide 2: The Big Picture
Ridley Corporation For personal use only The Big Picture 2
Slide 3: Regional demand for livestock produce will grow substantially over the next generation
The regional demand for livestock produce will grow substantially over the next generation For personal use only • An increase in meat consumption of 16% by 2022 across key Asian export markets of China, Japan, Korea, Indonesia, Malaysia, Philippines, Thailand and Vietnam Source: OECD FAO Agricultur
Slide 4: In key Asian markets livestock production and consumption will continue to grow strongly
In key Asian markets livestock production and consumption will continue to grow strongly... For personal use only Meat Consumption Meat Production Territory 2013 2022 % Growth 2013 2022 % Growth China 81.3 94.3 16.0% 80.9 93.7 15.7% Indonesia 3.3 4.2 26.3% 3.2 4.1 24.9% Japan 5.6 5.5 (1.9%) 3.3 3.2
Slide 5: A lift in Australian livestock production will support local population growth and regional demand
A lift in Australian livestock production will support local population growth & regional demand... For personal use only In 2012-13, Australian farms produced*:- • Dairy • $13.2 bn of livestock (for meat) • Beef • $6.9 bn of livestock products (wool, dairy etc) • Animal meals and fats • $2.3 bn fis
Slide 6: Focus on key growth sectors
Ridley Corporation For personal use only Focus on key growth sectors 6
Slide 7: Aquaculture – fastest-growing sector overseas and at home
fastest-growing sector Aquaculture / overseas and at home For personal use only Global Compound Aquafeed Forecast to 2020 Some Facts & Figures • Asia is home to ~90% of global aquaculture production • Farmed fish expected to exceed wild catch by 2018 Source: FAO Fisheries & Aqua Department 2013 • Au
Slide 8: Dairy – opportunity to substantially lift Australian milk production
opportunity to substantially lift Dairy / Australian milk production For personal use only Significant regional demand for imported milk.... ... and a latent milk production opportunity in Australia in China Source: Horizon 2020 Source: Horizon 2020 represents imported volume (bn litres) Constraint:
Slide 9: Rendering – key role to play in enabling increased livestock production
Rendering / key role to play in enabling increased livestock production For personal use only increased livestock production increased demand greater output of for stockfeed carcasses/offal increased demand for increased demand for rendered meat/fish offal processing protein meals, fats & oils Rende
Slide 10: Opportunity for Ridley
Ridley Corporation For personal use only Opportunity for Ridley 10
Slide 11: What does this all mean for Ridley?
What does this all mean for Ridley? For personal use only • Investment in the right infrastructure in the right places to satisfy the growing demand for feed • Securing/owning the key raw material streams required for increased feed production • Exploring novel raw materials and finished feed types
Slide 12: Positioning and Markets by Species
Ridley / Positioning and Markets by Species For personal use only Ridley Position Sector Growth Local or Species in Sector Potential Global?* Salmon – Local Aqua Strong (#2) High Attractive blend Prawn – Global of local and Dairy Strong (#1) High Global global markets Poultry - Broiler Strong (#1) M
Slide 13: Outlook and Strategy by Species
Ridley / Outlook and Strategy by Species For personal use only Species Outlook and Strategy • Local / feed solutions to enable and support growth of AUS/NZ farmers (salmon, prawn and trout) Aqua • Global / develop innovative solutions (“slivers of excellence”) & disseminate through major Asian growi