SFD Smithfield Foods Sept 2009 Presentation

8/14/2019 SFD Smithfield Foods Sept 2009 Presentation

1/30

Kira`iys Aipmti`

Kiad-^f-Qagff`Aflsubjr Aflhjrjlaj

A. @irry Sfpj, Srjsmnjlt iln Agmjh Jxjautmvj Fhhmajr [fkjrt U. Bil`y, Jxjautmvj Xmaj Srjsmnjlt iln Agmjh Hmlilami` Fhhmajr

Qbmtghmj`n Hffns, Mla.Qjptjbkjr 93, ;33=


2/30


3/30


4/30

>

Birdjt @jinjr? Sfrd Srfajssmle

^ysfl

Hffns9=%Ftgjr ;1% Gfrbj`5%

Jxaj`=%

OKQ Qwmht99%

19%

Sfrd

Qi`js? $93.: km``mfl

Fpjritmle Srfhmt?$1=:.; bm``mflUfr`ns `irejst pfrdprfajssfr

Qf`n ipprfxmbitj`y1.9 km``mfl pfulns fhpiadiejn bjits mlH]3=

Srfajssjn 11 bm``mflgfes ml H]3=

Qf`n ipprfxmbitj`y>.: km``mfl pfulns fhhrjsg pfrd ml H]3=

Lftj? Hmsai` ;33= si`js (kjhfrj j`mbmlitmfls) iln fpjritmle prfhmtQfuraj? Zlmtjn Qtitjs Mlnustry Niti Quaajsshu` Hirbmle

(% fh Z.Q. gfes prfajssjn)


5/30

:

Birdjt @jinjr? Siadiejn Bjits

Qbfdjn Gibs97% @ulag Bjits

91%Kiafl

9=%Gftnfes

99%SrjaffdjnQiusiej

:%FtgjrSrfajssjn93%

Qpmri` Gibs5%

QbfdjnQiusiej

8%Nry Qiusiej

8%Kl`s Uitjr

Affdjn Gibs:%

Qbmtghmj`n sf`nipprfxmbitj`y 1.9km``mfl pfulns fhpiadiejn bjits

ml hmsai` ;33=

(% fh Qbmtghmj`n Z.Q. piadiejn bjits vf`ubj)


6/30

8

Birdjt @jinjrsgmp? Mltjrlitmfli`Mltjrlitmfli`

Qi`js? $9.> km``mfl

Fpjritmle Srfhmt?$1>.= bm``mfl

Quksmnmirmjs mlSfìln, [fbilmi ilntgj Zlmtjn Dmlenfb

15% fwljrsgmp fhAibpfhrf Hffn Erfup(puk`ma afbpily) wmtg#9 piadiejn bjitsbirdjt sgirj mlHrilaj, Qpiml, ^gjLjtgjrìlns, Kjèmubiln Sfrtuei`

Ofmlt vjlturjs ml

Bjxmaf iln Agmli

Lftj? Hmsai` ;33= si`js (kjhfrj j`mbmlitmfls) iln fpjritmle prfhmt

#9

#9

#9 #9

#9 #9

#9


7/30

5

Birdjt @jinjr? ûrdjy Srfajssmle

Airem``9>%

Qiri @jj>%

Ftgjr >9%

Ojllmj-F9=%

/Kuttjrki``@@A9

;;%

Ftgjr Qjebjlt

Qi`js? $;:9 bm``mfl

Fpjritmle @fss?$(>8.8) bm``mfl

Kuttjrki`` ms tgjìrejst turdjy

prfajssfr ml tgj Z.Q.Qjebjlt afbprmsjnfh turdjy prfnuatmflfpjritmfls, >=%mltjrjst ml Kuttjrki`ìln mltjrjst ml `mvjaitt`j ofmlt vjlturjfpjritmfls

Lftj? Hmsai` ;33= si`js (kjhfrj j`mbmlitmfls) iln fpjritmle prfhmt4 mlaùnjs ibfults rjìtjn tf aitt`j fpjritmflsQfuraj? Zlmtjn Qtitjs Mlnustry Niti Quaajsshu` Hirbmle9 >=% fwljn ofmlt vjlturj

(% fh Z.Q. turdjys prfajssjn)


8/30

7

Ftgjr 88,333prfnuajrs

8:%

Hmvj prfnuajr s9,;

7%

Agrms tjls jl Hibm`y

Hirbs1%

Qjikfirn Hffns>%

Srjstiej Hirb s 9

;%

97%

Birdjt @jinjr? Gfe SrfnuatmflGfe Srfnuatmfl

Qi`js? $;.7 km``mfl

Fpjritmle @fss?$(:;9.;) bm``mfl

Ufr`ns `irejst gfeprfnuajr

Srfnuajn 97.5bm``mfl gfes ml Z.Q.ml H]3=

Srfnuajn 9.5bm``mfl gfes ml

Sf`iln iln [fbilmiiln 9.5 bm``mfl gfesit Bjxmail ofmltvjlturjs ml H]3=

Lftj? Hmsai` ;33= si`js (kjhfrj j`mbmlitmfls) iln fpjritmle `fssQfuraj? Zlmtjn Qtitjs Mlnustry Niti Quaajsshu` Hirbmle9 ^gj biofrmty fh gfes hrfb Srjstiej Hirbs iln Ef`nskfrf Gfe Hirb irj sf`n tf Qbmtghmj`n Hffns ulnjr `fle-tjrb afltriat; Ipprfxmbitj birdjt sgirjs fh Hmvj Srfnuajrs? Airem``2;%4 Mfwi Qj jat Hirbs2;%4 gj Smpjstflj Qystjb29%4 Ef`nskfrfGfe Hirb29%4 ^gj Gilfr Afbpily29%4 ^fti`27%

(% fh Z.Q gfes prfnuajn)


9/30


10/30

93

^gj Ljw Jri fh Qbmtghmj`n

[jstruaturjn Sfrd Erfup prmbjn hfr gmegjr pjrhfrbilajiln stikm`mty fh jirlmles

Hfaus fl syljremjs, jhhmamjlay, [FMA iln biremls

Mlarjisjn hmlilami` biliejbjlt wmtg hfaus flnj`jvjriemle tgj ki`ilaj sgjjt iln bimltimlmle strfle`mqumnmty

Kusmljss hfaus fl bixmbmzmle afrj issjts

Arjitj kjttjr ki`ilaj fh jirlmles kjtwjjl gfeprfnuatmfl iln pfrd prfajssmle


11/30

99

Sfrd Erfup [jstruaturmle Zpnitj

Qtrjib`mljn Sfrd Erfup struaturj ky rjfreilmzmlebiliejbjlt tjib NFLJ

Aflsf`mnitjn sjvjl MFAs mltf tgrjj iln a`fsjn hmvjprfajssmle pìlts tf nitj4 smxtg tf a`fsj ml tgmrn quirtjr NFLJ

Bjrejn tgrjj hrjsg pfrd si`js freilmzitmfls mltf twf ilnaflsf`mnitjn tgrjj fvjrsjis jxpfrt tjibs mltf flj NFLJ

Aflsf`mnitjn biluhiaturmle pìthfrb tf mbprfvjbiremls, `fwjr fpjritmle afsts iln mlarjisj pìltutm`mzitmfl NFLJ

Mbprfvjn Sfrd Erfup kisj prfhmtikm`mty ML S[FAJQQ


12/30

9;

Sfrd Erfup [jstruaturmle Afsts/Kjljhmts

Is i rjsu`t fh tgjSfrd Erfuprjstruaturmle,

Qbmtghmj`njxpjats illui`

JK^mbprfvjbjlts fh$9;: bm``mfl ky

hmsai` ;399

$1

$9:

$1;

$9>$8$95

$5>

$7

$>5

$53

$3

$;3

$>3

$83

$73

$933

$9;3

$9>3

m l

b m ` ` m f l s

Aipmti`rjqumrjbjlts

Flj tmbjjxpjlsjs

Lfl-aisg issjtwrmtj-fhh

Illui` JK^Mbprfvjbjlts

H] 3= H] 93 Y9 H] 93 H] 99

$:3 bm``mfl

$15 bm``mfl

$5> bm``mfl

$9;: bm``mfl


13/30

91

Sfrd Erfup [jstruaturmle Afsts/Kjljhmts

Aipmti`rjqumrjbjlts

Flj tmbjjxpjlsjs

Lfl-aisgissjt wrmtj-fhh

Illui` JK^Mbprfvjbjlts

^fti` $:3 bm``mfl $15 bm``mfl $5> bm``mfl $9;: bm``mfl

Ibfult prjvmfus`ymlaurrjn/iagmjvjn $97 bm``mfl $;3 bm``mfl $5> bm``mfl $7 bm``mfl

Ibfult rjbimlmleihtjr H] 93 Y9 $1; bm``mfl $95 bm``mfl - $995 bm``mfl


14/30

9>

Siadiejn Bjits Bireml Erfwtg

JK^ hrfbpiadiejn bjitsrfsj ky ljir`y

$3.31 pjr pfuln mlhmsai` ;33=

Is i rjsu`t fh tgjSfrd Erfup

rjstruaturmle,Qbmtghmj`n jxpjats

illui` JK^mbprfvjbjltshrfb piadiejn

bjits fh $3.3; pjrpfuln ky hmsai`

;399

Lftj? H] 3= iln H] 93 Y9 rjsu`ts kjhfrj rjstruaturmle agirejs

$3.3> $3.3> $3.3>

$3.37

$3.99

$3.98

$3.33$3.3;

$3.3>

$3.38

$3.37

$3.93

$3.9;

$3.9>

$3.98

J K ^ ( $ p j r

` k )

H] 3: H] 38 H] 35 H] 37 H] 3= H] 93Y9


15/30


16/30


17/30


18/30

97

Z.Q. Qfw Gjrn [jnuatmfl

:3,333

:3,333

13,333

3

>3,333

73,333

9;3,333

Q b

m t g h m j ` n

Z . Q .

Q f w

G j r n

[ j n u a

t m f l

Hjk-37 Nja-37 Oul-3=

f t i `

2

9 1 3

, 3 3 3 s

f w s

Qbmtghmj`n wm``prfnuaj

ipprfxmbitj`y 9.>bm``mfl hjwjr

birdjt gfes ml

hmsai` ;393 ilnipprfxmbitj`y ;.;bm``mfl hjwjrbirdjt gfes

illui``y tgjrjihtjr


19/30


20/30


21/30


22/30

;;

Mbprfvmle @mqumnmty

Qbmtghmj`nafltmlujs tf

mbprfvj `mqumnmtyiln gis rjnuajn

ljt njkt ky fvjr$9.9 km``mfl hrfbtgj prjvmfus hmsai`

yjir 9

Lftj? Ibfults rjh`jat ulusjn kfrrfwmle aipiamty ulnjr Z.Q. arjnmt hiam`mty it quirtjr jln p`us mlvjstjn iln `mqumn aisg9 H] 3= Y9 vjrsus H] 93 Y9

$>75

$=;9 $=83

$9,93>$9,95>

$3

$;33

$>33

$833

$733

$9,333

$9,;33

m l b

m ` ` m f l s

H] 3= Y9 H] 3= Y; H] 3= Y1 H] 3= Y> H] 93 Y9


23/30

;1

@fle-^jrb Njkt Biturmtmjs

$;7;$77

$817

$9,333

$:3

$=38

$3

$;33

$>33

$833

$733

$9,333

$9,;33

m l b

m ` ` m f l s

H] 93 H] 99 H] 9; H] 91 H] 9>

Qbmtghmj`n gis lfsmelmhmailt njkt

biturmtmjs ultm`hmsai` ;39;


24/30

;>

^fti` Njkt tf ^fti` Aipmti`mzitmfl

Efi` ms tf rjnuajnjkt tf tfti`

aipmti`mzitmfl tfkj`fw :3% ml ljxt

;> bfltgs

:7%

:8%

:>%

:8%

:;%

>=%

:3%

:9%

:;%

:1%

:>%

::%

:8%

:5%

:7%

H] 35 H] 37 H] 3= H] 93 Y9 H] 93 Y9Srf hfrbi

Lftj? H] 93 Y9 Srf hfrbi njkt ms ljt fh sgfrt-tjrb aisg mlvjstbjlts


25/30


26/30

;8

Bjxmaf;1%

Ftgjr

9;%

Oipil>:%

Dfrji

1%Agmli

>%

[ussmi

;%

Ailini

99%

Oipil;;%

Bjxmaf9=%

Ailini7%

[ussmi99%

Ftgjr

9>%

Agmli9=%

Dfrji5%

Z.Q. Sfrd Jxpfrts ;333 vs. ;337

Z.Q. pfrdjxpfrt

vf`ubj gis

mlarjisjn;81% smlaj;333

;337>.5 km``mfl

pfulns4 ;1bm``mfl

gfes4 ;3%fh Z.Q.

prfnuatmfl

;3339.1 km``mflpfulns4 5

bm``mflgfes4 5%

fh Z.Q.prfnuatmfl


27/30


28/30


29/30

;=

Aflaùsmfl

Sfrd Erfup prfhmtikm`mty ms i`rjiny kjljhmttmle hrfbrjstruaturmle pìl iln wm`` mlarjisj ml hmsai` ;393 iln;399

Siadiejn bjits kusmljss pjrhfrbmle it rjafrn `jvj`s

Afltmlumle tf bimltiml vjry strfle `mqumnmty pfsmtmfl,rjnuaj njkt iln strjletgjl tgj kiìlaj sgjjt

Gfe prfnuatmfl rjsu`ts wm`` mbprfvj is gjrn rjnuatmflsiaaj`jritj iln supp`y ms rjnuajn

Afbpily afltmlujs tf pfsmtmfl tgj fvjri`` kusmljss hfrbuag strflejr jirlmles


30/30

SFD Smithfield Foods Sept 2009 Presentation

Documents

Transcript of SFD Smithfield Foods Sept 2009 Presentation