asx ceo connect · • blackmores was a major exhibitor at the china international import expo in...

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ASX CEO CONNECT 11 December Richard Henfrey Chief Executive Officer

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Page 1: ASX CEO CONNECT · • Blackmores was a major exhibitor at the China International Import Expo in Shanghai • Shawn Dou, famous Chinese Canadian actor, Blackmores’ new Ambassador

ASX CEO CONNECT11 December

Richard Henfrey

Chief Executive Officer

Page 2: ASX CEO CONNECT · • Blackmores was a major exhibitor at the China International Import Expo in Shanghai • Shawn Dou, famous Chinese Canadian actor, Blackmores’ new Ambassador

OUR STORY

Page 3: ASX CEO CONNECT · • Blackmores was a major exhibitor at the China International Import Expo in Shanghai • Shawn Dou, famous Chinese Canadian actor, Blackmores’ new Ambassador

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

Page 4: ASX CEO CONNECT · • Blackmores was a major exhibitor at the China International Import Expo in Shanghai • Shawn Dou, famous Chinese Canadian actor, Blackmores’ new Ambassador

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

Page 5: ASX CEO CONNECT · • Blackmores was a major exhibitor at the China International Import Expo in Shanghai • Shawn Dou, famous Chinese Canadian actor, Blackmores’ new Ambassador

OUR REACHBRAND PRESENCE IN 17 MARKETS

Page 6: ASX CEO CONNECT · • Blackmores was a major exhibitor at the China International Import Expo in Shanghai • Shawn Dou, famous Chinese Canadian actor, Blackmores’ new Ambassador

THE

BLACKMORES

DIFFERENCE

Page 7: ASX CEO CONNECT · • Blackmores was a major exhibitor at the China International Import Expo in Shanghai • Shawn Dou, famous Chinese Canadian actor, Blackmores’ new Ambassador

7

STRONG TRACK RECORD OF PERFORMANCE

Page 8: ASX CEO CONNECT · • Blackmores was a major exhibitor at the China International Import Expo in Shanghai • Shawn Dou, famous Chinese Canadian actor, Blackmores’ new Ambassador

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

Page 9: ASX CEO CONNECT · • Blackmores was a major exhibitor at the China International Import Expo in Shanghai • Shawn Dou, famous Chinese Canadian actor, Blackmores’ new Ambassador

FIRST QUARTER F19

*Profit for the period attributable to the owners of Blackmores Ltd

REVENUE ($m) NPAT ($m)

Page 10: ASX CEO CONNECT · • Blackmores was a major exhibitor at the China International Import Expo in Shanghai • Shawn Dou, famous Chinese Canadian actor, Blackmores’ new Ambassador

10

THE FUTUREIS BRIGHT

Page 11: ASX CEO CONNECT · • Blackmores was a major exhibitor at the China International Import Expo in Shanghai • Shawn Dou, famous Chinese Canadian actor, Blackmores’ new Ambassador

11

SEVEN

GLOBAL

HEALTHCARE

TRENDS

Personalisation

Healthcare

on Demand

Strain on

Healthcare

Systems

Ageing

Population

Influencers &

Information

Technology &

Mobile Health

Proactive

Wellness

Page 12: ASX CEO CONNECT · • Blackmores was a major exhibitor at the China International Import Expo in Shanghai • Shawn Dou, famous Chinese Canadian actor, Blackmores’ new Ambassador

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

Page 13: ASX CEO CONNECT · • Blackmores was a major exhibitor at the China International Import Expo in Shanghai • Shawn Dou, famous Chinese Canadian actor, Blackmores’ new Ambassador

STRATEGIC

PRIORITIES

Page 14: ASX CEO CONNECT · • Blackmores was a major exhibitor at the China International Import Expo in Shanghai • Shawn Dou, famous Chinese Canadian actor, Blackmores’ new Ambassador

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

Page 15: ASX CEO CONNECT · • Blackmores was a major exhibitor at the China International Import Expo in Shanghai • Shawn Dou, famous Chinese Canadian actor, Blackmores’ new Ambassador

THANK YOU