Nufarm Limited · ASX:NUF
Nufarm — Shareholder Meeting (January 2023)
11 slides from Nufarm's shareholder meeting presentation, Jan 30, 2023
Slide 1: Nufarm Limited 2023 Annual General Meeting
Nufarm Limited 2023 Annual General Meeting
Slide 2: Nufarm Board
Nufarm Board John Gillam Greg Hunt Marie McDonald Lynne Saint Peter Margin Gordon Davis Dr David Jones Alexandra Gartmann 2
Slide 3: Chair's Address
Chair’s Address John Gillam 3
Slide 4: The agricultural industry is evolving to meet global sustainability challenges
The agricultural industry is evolving to meet global sustainability challenges. Nufarm is uniquely placed at the forefront of agricultural innovation to help to meet these challenges. 4
Slide 5: Managing Director's Address
Managing Director’s Address Greg Hunt 5
Slide 6: Nufarm is focused on markets, crops and segments where we can be most successful
Nufarm is focused on markets, crops and segments where we can be most successful Key geographies Core Crops Core Seeds APAC Cereals Sorghum EuMEA TNVV Sunflower North America Pasture, T&O Canola South America Corn Soybean Innovation & Globally Efficient Market leading Beyond Yield Technology Supply
Slide 7: Operational and Financial performance
Operational and Financial performance Revenue uEBITDA uNPAT $3.8b $447m $133m Up 17% Up 24% Up 118% aNWC/Sales Net debt: Total dividends uEBITDA 28% 0.8x 10cps Improved 6%pts Below target Final dividend of range 6cps 7 All comparisons to 12months ended 30 September 2021 unless otherwise stated
Slide 8: Macro trends support our FY26 revenue aspirations
Macro trends support our FY26 revenue aspirations Crop • Achieving above market growth Protection (global market expected to grow at 2.3%*) • Existing pipeline + New Product Introductions + winning share = On track to meet or exceed FY26 above market growth revenue aspirations through increased Reve
Slide 9: Nufarm reaffirms outlook for FY23
Nufarm reaffirms outlook1 for FY23 • Assuming normal seasonal conditions and on a constant currency2 basis, planning for modest underlying EBITDA growth in FY23. FY23 uEBITDA • Full year earnings expected to be weighted to 1H23, however, less skewed than FY22. Strategic growth initiatives on track C
Slide 10: Nufarm is an Agricultural Innovator positioned for growth
Nufarm is an Agriculture ‘mega trends’ support growth of crop protection, seeds and Beyond Yield seed technologies Agricultural Nufarm is well placed to capture these opportunities and has Innovator positioned repositioned the business for growth for growth On track to meet or exceed FY26 revenue as
Slide 11: Nufarm Limited 2023 Annual General Meeting
Nufarm Limited 2023 Annual General Meeting