Amira Nature Foods Ltd · OTC:ANFIF
Amira Nature Foods — Investor Presentation (May 2019)
17 slides from Amira Nature Foods's investor presentation, May 6, 2019
Slide 1: Investor Presentation April 2019
e AMIRA Investor Presentation April 2019 a: AMIRA — AMIRA Por x
Slide 2: Forward Looking Statement
Forward Looking Statement This presentation contains forward-looking statements that ae subject to rsks and uncertainties, Al statements other than statements of historia fact included inthis presentation are forward-looking statements, Forward-looking statements are based on our current expectation
Slide 3: Company Summary & Recent Developments
Company Summary & Recent Developments e Company Summary + NYSE listed internationally-focused packaged food company in the high growth Basmati rice category * Global marketer & distributor of specialty rice and other related food + Global multi-sourcing and distribution capabilities + Third party an
Slide 4: A Rich Heritage with Over 100 Year Legacy & Awards
A Rich Heritage with Over 100 Year Legacy & Awards e ee Gm « er Ss= Basmati Rice GmbH Distribution wins: ‘Agro-comm India's frst fully Zab inGermany to Cost Plus World & trading house by _integrated/automated Launch ofthe Launch of strengthen European MAN Consumer CChanana family ice miling factory
Slide 5: Product Highlights
Product Highlights Rice’s Key Attributes * Rice is the primary staple for >50% of the world’s population") + Provides >20% of the global caloric intake) ew © Represents 30% of caloric consumption in Asia\2 * Defensive and non-cyclical with steady growth + Improves with age and has an extremely long
Slide 6: Company Overview
Company Overview e Global marketer & distributor of specialty rice and other related food * Headquartered in Dubai, UAE * Sales & marketing functions in Germany, UAE, UK, and the USA * Processing and packaging facility in Germany Global multi-sourcing and distribution capabilities and owned brands *
Slide 7: Broad Portfolio and Price Points with Globally Diversified Customer Base
Broad Portfolio and Price Points with Globally Diversified Customer Base @ Tailored Product Offering for Various Consumer Gourmet ‘Avg Selling Price: $4.99/Ib Premium ‘Avg Selling Price: $3.25-$4.57/Ib Mainstream ‘Avg Selling Pri $0.90/lb Popularly Priced Products ‘Avg Selling Price: $0.84/Ib
Slide 8: Rice is a $275bn Global Staple Category with Favorable Market Conditions
Rice is a $275bn Global Staple Category with Favorable Market Conditions @ Large Industry with Steady Growth sso Giot 450 Metric tonnes (rm) 400 200s 2007 | 2008 2011 2013 20152017 2019 2001 Source: Busines Mentor tenon sacha 2017 nd FAO Pablation ted November 2018 * Global rice consumption is growi
Slide 9: Basmati is a Highly Attractive Segment of the Overall Rice Category
Basmati is a Highly Attractive Segment of the Overall Rice Category @ Basmati is a Value-Add, High Growth Variant of Rice Basmati’s Premium Pricing International Volumes of India Basmati Rice?) 2 ‘Metric tonnes ( mm) 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 a global leader in Indian Basmati
Slide 10: Highly Experienced Management Team
Highly Experienced Management Team @ Our Management team has transformed Amira from a local, family-owned business into a global NYSE listed company Overview of Key Management & Board Years of Relevant Name Position en Experience Karan A. Chanana Chairman 20+ @ 7 " AMIRA Fy — E @ © Gontthomton EFRTE
Slide 11: Financial Review
FINANCIAL REVIEW
Slide 12: Revenue Overview
Revenue Overview @ $124mn Sales for 1H FY2019) (6 months ended Sept. 30, 2018) $414mn Sales for FY2018 (12 months ended Mar. 31, 2018) FY2018 Sales by Brand Institutional 12% Amira Branded 42% Third Party Branded 46% FY2018 Sales by Product FY2018 Sales by Region Other North r 17% Specialty Rice 15%
Slide 13: Capitalization Table & Summary Balance Sheet
Capitalization Table & Summary Balance Sheet Capitalization table & Ownership inf * Karan A. Chanana (Chairman and CEO) retains a large equity stake and has continued to make investments in the Company since the IPO © Over 4,900 round lot holders, as of March 2019 @ Balance Sheet (FYE 9/30/18)'”): B
Slide 14: Strategy Using Multiple Levers for Profitable Growth
Strategy Using Multiple Levers for Profitable Growth 13
Slide 15: ANFI Valuation and Comparable Peers
ANFI Valuation and Comparable Peers e Amira trades at a more than ~50% discount to its peers across all relevant metrics’ Share Market Enterprise EntVal./ Ent Val./-—_—Price/ [Company Name Price Cap. ___Value__2019 EBITDA _2019Rev. _2019 EPS Hormel Foods (HRL) $39.49 $ 21155 $ 21,271 14.6 22x 26x Me
Slide 16: Appendix
APPENDIX
Slide 17: Amira's Product Portfolio
Amira’s Product Portfolio @ Broad product portfolio with more than ~100 SKUs globally Rice Products Pure Basmati fice ‘ay Fresh Bsmt Rice ftratong Gran Bosmat ie + Gooden Dy Day Bsumat ice Tha asin ie ‘haba roma Long Grantee + Inan Basmati ie + Brown Basmati Ree + Everyay Basmati nce ee ie Tretorn B
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