ASX CEO CONNECT · • Blackmores was a major exhibitor at the China International Import Expo in...
Transcript of ASX CEO CONNECT · • Blackmores was a major exhibitor at the China International Import Expo in...
ASX CEO CONNECT11 December
Richard Henfrey
Chief Executive Officer
OUR STORY
BLACKMORES GROUP
Annually produce
4.5 billion capsules
and tablets;
45 million units
shipped;
40,000 points of
distribution
ASX200 publicly
listed company;
Market cap
$2.1b; $600+
million in annual
net revenue
Recognised as
one of Australia’s
Best Employer;
1400 staff in
Australia, New
Zealand and Asia
Australia’s leading
natural healthcare
Company with
1500 quality health
products and
services
Founded in
the 1930s;
over 86 years
young
86yrs
OUR BRANDS
Leading natural health products for animals
#1 vitamin brand in Australia
‘Most Trusted Brand’ in SE Asia
#1 practitioner brand in Australia
A centre of excellence for natural health research and education
Clinical nutrition, sports,
wholefoods & weight management
A holistic weight management program
developed in collaboration with the CSIRO
Australia’s leading provider of
Chinese herbal medicine
OUR REACHBRAND PRESENCE IN 17 MARKETS
THE
BLACKMORES
DIFFERENCE
7
STRONG TRACK RECORD OF PERFORMANCE
FY18 FINANCIAL HIGHLIGHTS
Strong revenue, profit growth and improved margins
Group NPAT of
up 19% on prior year
Group revenue of
up 9% on prior year
Announced agreement to
acquire Catalent Australia’s
Braeside manufacturing facility
Other Asia sales were up
20%, including 77% sales
growth from our new
business in Indonesia
China sales were up
22% to $143m
BioCeuticals, up 13%
and delivered strong
pipeline of new
products
13%
$70M$601M
22% 20%
Gross Margin
$369M up 17% on prior year
EBIT
$102M up 18% on prior year
Acquisition
FIRST QUARTER F19
*Profit for the period attributable to the owners of Blackmores Ltd
REVENUE ($m) NPAT ($m)
10
THE FUTUREIS BRIGHT
11
SEVEN
GLOBAL
HEALTHCARE
TRENDS
Personalisation
Healthcare
on Demand
Strain on
Healthcare
Systems
Ageing
Population
Influencers &
Information
Technology &
Mobile Health
Proactive
Wellness
BLACKMORES BEST PLACED
WITH THE BEST BRANDS
• Reader’s Digest Most Trusted Brand – 10 years running
• Blackmores Institute
• Number #1 retail brand, practitioner brand and health food store brands in Australia
WE’RE IN THE RIGHT CATEGORY
• Demographic changes
• Clean, green, premium, Australian
• 1.5 million customer and consumer touchpoints
AND A STRONG BUSINESS
• Healthy balance sheet
• Supply chain traceability
• Vertical integration gives us even greater control
• 40 years in Asia
• Strong innovation pipeline
STRATEGIC
PRIORITIES
2019 AND BEYOND
• Our outlook is for continued growth for full year
• Our financial position remains strong
• Our outlook for Asia remains strong. We are confident that
China sales through both e-commerce and traditional retail
will continue to grow strongly in the future
• Investing in our strategic priorities
• Preparing to take ownership of Braeside manufacturing site
by October 2019
• Blackmores was a major exhibitor at the China International
Import Expo in Shanghai
• Shawn Dou, famous Chinese Canadian actor,
Blackmores’ new Ambassador in China
Shawn Dou,
Blackmores Brand Ambassador
THANK YOU