Olam Olam Inter Interna national tional Limited Limited Sharpening Re-imagining Olam: Focus Offering tomorrow’s products and Accelerating services sustainable growth Investor Presentation | May 2020
Cautionary note on forward-looking statements This presentation may contain statements regarding the business of Olam International Limited and its subsidiaries (‘Group’) that are of a forward - looking nature and are therefore based on management’s assumptions about future developments. Such forward looking statements are intended to be identified by words such as ‘believe’, ‘estimate’, ‘intend’, ‘may’, ‘will’, ‘expect’, and ‘project’ and similar expressions as they relate to the Group. Forward -looking statements involve certain risks and uncertainties because they relate to future events. Actual results may vary materially from those targeted, expected or projected due to several factors. Potential risks and uncertainties includes such factors as general economic conditions, foreign exchange fluctuations, interest rate changes, commodity price fluctuations and regulatory developments. The reader and/or listener is cautioned to not unduly rely on these forward-looking statements. We do not undertake any duty to publish any update or revision of any forward-looking statements. 2 Olam International Limited Investor Presentation May 2020
Company Compan y over erview view We are a leading, global food and agri-business, sourcing raw materials and transforming them to deliver food, feed and fibre to 25,200 customers worldwide. We are Farmers We are Suppliers We are Processors We are Innovators Connecting customers Transforming raw 14 innovation centres Field and farming experts to the source via our materials into bespoke offering added value growing 16 different network of 5 M farmers ingredients across our solutions through the crops in 13 countries supply chain 170 facilities On the ground, all year Scale gives us global Focus on safety, fairness, executing procurement, Expertise includes, market insight, shared quality, efficiency and the traceability, warehousing, product innovation and learnings and efficiencies environment logistics, paperless customisation, digital trading apps and co-manufacturing 3 Olam International Limited Investor Presentation May 2020
30 y 30 year ears s of of growth wth 1989 2001 2019 Products 1 10 45+ Nigeria Countries 1 20 60+ Revenue S$2 M S$1.6 B S$33.0 B Employees 2 1,500 40,800* * Employees refer to full-time employees. Including seasonal and temporary workers, employees at 87,600 in 2019. 4 Olam International Limited Investor Presentation May 2020
Our Our sha shareho eholder lders s Listed on the Singapore Exchange since 2005, we have a diversified supportive shareholder base with long-term investment horizon. Other Olam’s Temasek Mitsubishi Kewalram Institutional Holdings Corporation Chanrai Group Management and Public 53.4% 17.4% 7.0% 6.3% 15.9% Note: Shareholdings are based on 3,195,623,619 shares (excluding treasury shares) as of April 1, 2020. Olam’s management refers to the executive committee. Other 5 Institutional and Public includes substantial shareholder Orbis Group at 6.9%. 5 Olam International Limited Investor Presentation May 2020
Our por Our portf tfolio olio Div Diver ersified sified acr across oss 5 5 se segmen gments ts Edible Nuts and Confectionery Food Staples and Industrial Raw Commodity Spices and Beverage Packaged Foods Materials, Financial Services Ingredients Infrastructure and Logistics Edible Nuts Spices Cocoa Dairy Cotton Funds Management Almonds Onion Coffee Edible Oils Rubber Quant strategies Cashews Garlic Olam Palm Gabon Wood Products Hazelnuts Chilli Grains & Animal Feed Fertiliser Peanuts Herbs Packaged Foods Infrastructure & Logistics Pistachios Pepper Rice Walnuts Purees Sugar & Sweeteners Sesame Tomatoes 6 Olam International Limited Investor Presentation May 2020
Our financials Our financials Div Diver ersified sified acr across oss pr products oducts and r and regions gions 2019 Sales Revenue By Segment 2019 Sourcing Volume By Region 2019 Sales Revenue By Region (‘000 METRIC TONNES) (S$ MILLION) (S$ MILLION) Industrial Raw Edible Nuts Materials, and Spices Infrastructure and Confectionery 8.4% Logistics 12.9% 13.6% 13.4% 16.7% and Beverage Ingredients 40.4% 25.4% 32,992.7 20.0% 32,992.7 39,751.8 20.3% (2018: 30,479.0) (2018: 30,479.0) (2018: 32,867.6) 53.4% 49.7% 25.8% Food Staples ● Americas and Packaged Foods ● Asia, Australia, Middle East ● Europe >80% of portfolio is food and Diversified across markets Diversified across markets ● food related Africa 7 Olam International Limited Investor Presentation May 2020
Our customers Diversified base with long-term relationships Number of customers Strong and reputable customer base More than 25,200 customers worldwide, including several leading global brands 8 Olam International Limited Investor Presentation May 2020
Our capabilities and how we are differentiated 9 Olam International Limited Investor Presentation May 2020
Our aspiration and goals 10 Olam International Limited Investor Presentation May 2020
2019-2024 Strategic Plan Re- imagining Olam: Offering tomorrow’s products and services Four strategic pathways 11 Olam International Limited Investor Presentation May 2020
Four key trends informed our choices 12 Olam International Limited Investor Presentation May 2020
We will invest behind attractive/proven businesses, while we streamline our portfolio 13 Olam International Limited Investor Presentation May 2020
Business unit strategy (1/2) 14 Olam International Limited Investor Presentation May 2020
Business unit strategy (2/2) 15 Olam International Limited Investor Presentation May 2020
Cost and capital efficiency 16 Olam International Limited Investor Presentation May 2020
Offer differentiated products/services in existing and new channels AtSource Risk Management Solutions Value-added services First of its kind comprehensive Bespoke market-price risk Offering certified/verified raw Sustainable Sourcing Solution in management intelligence, tools materials, organic certification, agri B2B market-place offering and solutions permitting selective customised grades and quality information on multiple participation in risk and/or reward sustainability indicators to producers, traders, and consumers 17 Olam International Limited Investor Presentation May 2020
Offer differentiated products/services in existing and new channels Ingredients specialists Product innovation Capturing higher value by taking Becoming the innovation partner our processing capabilities further of choice for our customers by and transforming products to leveraging scale and consumer ingredients insights 18 Olam International Limited Investor Presentation May 2020
Capitalising on growing customer segments and channels Co-manufacturing Food service E-commerce Meeting increasing customer Meeting increasing consumer Offering omni-channel access demand for co-manufacturing their demand for out of home and reducing cost to serve brands consumption, with focus on health customers and wellness, and sustainable offerings 19 Olam International Limited Investor Presentation May 2020
New engines for growth 20 Olam International Limited Investor Presentation May 2020
Strategic priorities and roadmap Key enablers 21 Olam International Limited Investor Presentation May 2020
Key enablers 22 Olam International Limited Investor Presentation May 2020
Key enablers Our expertise and global presence mean we are strongly positioned to re-imagine global agriculture and food systems in order to address major environmental and social challenges. Purpose Re-Imagining Global Agriculture and Food Systems Purpose Prosperous Farmers Thriving Communities Regeneration of the Living World Outcomes and Food Systems Safe and Climate Economic Education Health and Diversity and Healthy Eco Healthy Water Reduced Material Areas Action Opportunity Decent work and Skills Nutrition Inclusion Systems Soils Waste Impact on UN SDGs SDGs Enablers 23 Olam International Limited Investor Presentation May 2020
Key enablers The digital transformation of our Company continues at an accelerated pace across 3 areas – Olam Direct, Olam Inside and Olam Forward. Olam Direct Olam Inside Olam Forward Digital Origination AtSource Smart Factories OFIS E-Commerce Smart Farms Olam Traceability E-Trade Finance Digital Warehouse Digital Procurement 24 Olam International Limited Investor Presentation May 2020
Key enablers 25 Olam International Limited Investor Presentation May 2020
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