Ricegrowers (SGLLV) Investor Presentation summary

2030 growth strategy and vision

• Aims to grow revenue to $3 billion and become one of Australia's most valuable food companies by 2030, focusing on branded rice products and global expansion.

• Commercial strategies target growth in ANZ, significant expansion in the Middle East, and a deeper US presence, while maintaining a viable Australian rice industry.

• Adjacent portfolio growth includes rice-based snacking and non-rice products, supported by investments in talent, operational efficiency, and sustainability.

• Success is defined by expanded margins, shareholder value, a strong brand portfolio, and sustainable outcomes through lower-emissions rice and a resilient supply chain.

• Core values include integrity, collaboration, innovation, and community.

Global operations and product portfolio

• Operates in 10 countries, sources rice from 12 countries, and sells in nearly 50 markets, leveraging a multi-origin supply model to adapt to market and climate changes.

• Portfolio includes over 45 brands and 1,500 products, ranging from rice varieties to rice-based snacks and animal feed.

Australian rice strategy and grower focus

• Strategy centers on three key metrics: 10 ML/ha water use, 15 T/ha yield, and $500/tonne paddy price, aiming to improve farm gate profit.

• Four pillars drive value: research & development, grower awareness & adoption, contracting/financing/technology, and insights-driven sales & marketing.

• Research focuses on improved genetics and agronomics to boost water efficiency and yields.

• Only 30% of growers engage in extension services, with significant potential to improve yields and returns for the majority.

• Enhanced contracting and financial tools, such as earlier access to GrowRice, support grower decision-making.

• Marketing efforts prioritize value-added branded sales and consumer insights to increase paddy returns.