Ricegrowers Ltd. Class B · ASX:SGLLV
Ricegrowers Ltd. Class B — Investor Presentation (April 2023)
22 slides from Ricegrowers Ltd. Class B's investor presentation, Apr 28, 2023
Slide 1: SunRice Group Investor Presentation and Update on Trading Conditions
ASX Announcement 28 April 2023 SunRice Group Investor Presentation and Update on Trading Conditions In accordance with the Listing Rules, the SunRice Group provides the enclosed investor presentation and update on trading conditions. Authorised by Kate Cooper, General Counsel and Company Secretary,
Slide 2: A global food company
A global food company April 2023
Slide 3: Important notice and disclaimer
Important This presentation is for information purposes only. This information is given in summary form and does not purport to be complete. It should be read in Any person who receives this presentation must seek advice on and observe any such restrictions. This presentation should be read in conju
Slide 4: A diversified global food company
A GLOBAL FOOD COMPANY A diversified global food company SunRice is one of the largest Our purpose Our vision Our values rice food companies in the To make a difference With roots in Australia’s food world and one of Australia's Integrity to places and lives bowl, we transform nature’s leading brande
Slide 5: Strategic focus
A GLOBAL FOOD COMPANY How we’re responding: What success looks like: Strategic focus 1 Cementing a global supply chain in response to increased demand in branded products, Strong financials Reach our aspirational revenue Food ingredients expansion Build our tailored food ingredients ensuring quality
Slide 6: Global operations and markets
A GLOBAL FOOD COMPANY Italy Securing USA Ricegrowers, a sustainable and reliable China Japan global supply chain Sunfoods California, USA Pakistan Aqaba Processing Company, Taiwan Sunfoods Jordan Hawaii, USA India Thailand Global Ricegrowers Middle East, Cambodia Ricegrowers United Arab Vietnam Emir
Slide 7: Brands & Products
A GLOBAL FOOD COMPANY Adapting our product range to take advantage of changing food trends International Rice Rice Pool Business A growing global supply chain and Brands & Australian Rice Pool distribution network, delivering quality and sustainability. Products Supplying premium branded Australian
Slide 8: History of Performance
A GLOBAL FOOD COMPANY $1 Billion+ in turnover Consistently strong dividends Increasing profits and reducing AU Crop and Group revenue Dividends (c) and Dividend Yield2 40 earnings volatility 1.16 1.15 1.25 1.27 1.11 1.18 1.19 1.13 40 1.33 33 33 33 33 33 1.07 1.03 0.96 30 History of 0.83 0.80 8.3% 0.
Slide 9: Growth Strategy in action
A GLOBAL FOOD COMPANY Growth Strategy in action SunRice has invested over $110 million in acquisitions since FY19 Building Pursuing Strategic organic growth strategic growth acquisitions Driving product Further penetrating innovation high value segments Using capabilities and deep Pryde’s EasiFeed w
Slide 10: Sustainability Strategy in action
A GLOBAL FOOD COMPANY Sustainability Strategy in action Aligned to the UN SDGs Our Sustainability Strategy aims to meaningfully contribute to the SunRice Growth SunRice has identified six priority areas and ambitions Strategy and the United Nations (UN) Sustainable Development Goals (SDGs) with deta
Slide 11: Unique and complementary corporate structure
A GLOBAL FOOD COMPANY Our objective is to optimise returns for both classes of shareholders. Unique and complementary corporate structure A Class shareholders B Class shareholders SunRice’s structure protects the interests of our Growers Investors B Class shareholders or investors, who have the righ
Slide 12: Segments
A GLOBAL FOOD COMPANY Segments 11
Slide 13: FY22 Segment snapshot
A GLOBAL FOOD COMPANY Rice Pool Business CY21 pool price (Reiziq) Revenue Rice Pool Deals with receival, milling, marketing $428 per $246.1m FY22 and selling of Riverina Rice. tonne* Segment snapshot Profit Businesses Segment share EBITDA of Group EBITDA International The Rice Pool contributes direc
Slide 14: Rice Pool Overview
A GLOBAL FOOD COMPANY Overview Rice Pool Business • SunRice’s Rice Pool Business’ core activities are the • Riverina Rice is recognised for its quality, taste and receival, milling, marketing and distribution of texture and these characteristics together with its Rice Pool Riverina Rice to customers
Slide 15: International Rice
A GLOBAL FOOD COMPANY Overview Profit Business • SunRice’s International Rice segment includes Trukai • The segment is primarily focused on the Industries, Ricegrowers Middle East, SolRice, procurement, manufacturing, marketing and International SunFoods, Ricegrowers Vietnam and the Group’s distribu
Slide 16: Rice Food
A GLOBAL FOOD COMPANY Overview Profit Business Rice Food manufactures, markets and • Snacks – including rice cakes, mini cakes and chips; distributes value-added rice-based • Microwave ready rice – including rice packs Rice Food products, including snacks and ingredients domestically and globally. •
Slide 17: Riviana Foods
A GLOBAL FOOD COMPANY Overview Profit Business • Riviana Foods is a gourmet food distribution, • Toscano, Hart & Soul, Admiral, Captain and House of Riz. It sales and marketing company. Riviana Foods’ has the largest share of olives and pickled vegetables in the Riviana head office is located in Mel
Slide 18: CopRice
A GLOBAL FOOD COMPANY Overview Profit Business • CopRice is the animal food division of SunRice and is a • The CopRice business was originally established in leading supplier of animal nutrition products to the response to the availability of rice by-products such CopRice companion animal and livest
Slide 19: Corporate Overview
A GLOBAL FOOD COMPANY Overview Profit Business • The Corporate segment of SunRice captures the • The main assets held in Corporate include: cost of holding and financing assets that are Corporate - Paddy storage, milling, packing and finished product utilised by both the Rice Pool Business and the s
Slide 20: Recap of company highlights
A GLOBAL FOOD COMPANY Recap of company highlights Established presence as a global Consistently strong dividends food group with a leading portfolio through the cycle despite the dual of brands and sales across more than impacts in recent years of 50 countries Australian drought and COVID-19 and a r
Slide 21: Update on trading conditions
A GLOBAL FOOD COMPANY Update on trading conditions • As forecast in the half year results announced in December, the strong revenue growth achieved in 1H FY2023 has continued into the second half of the year, supporting improved profitability. The Group’s performance remains strong as we • The Group
Slide 22: Making a difference to places and lives everywhere
A GLOBAL FOOD COMPANY Making a difference to places and lives everywhere through nourishing and delicious products.