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Investor Presentaiton

Rice With Nigeria's substantial population, the demand for rice is significant and growing • • Nigeria currently has a per capita rice consumption of 33 kg and c.US $5-6Bn demand domestically - the highest in Africa and growing year on year Rice consumption doubled from 2008 to 2017 reaching 6.3 million tons (t) in 2017 Growth in rice consumption in Nigeria Forecast +2.9% 7.6 +1.2% 7.2 6.8 6.4 6.4 6.1 5.7 5.8 However, domestic rice production today is largely sub-scale and inefficient • Nigerian paddy rice production capacity doubled in the past decade, growing at 10% p/a • However, rice demand far exceeds domestic supply, with Nigeria being the 3rd largest importer in the world, importing 2.2Mt of rice annually, accounting for 36% of the domestic market consumption Milled rice retail consumption value¹ ($Bn) 2011 2013 2015 2017 2019 2021 2023 2025 5.7 6.4 5.8 6.1 6.5 6.9 7.3 7.7 Milled vol. (M MT) 1. Rice market estimated top-down based on August 2017 retail prices; 35% of market is cottage milled rice retailed at $838 per MT; 12% of market is commercially milled rice retailed at $986 per MT; 53% of market is imports retailed at $1096 per MT (derived from NGN 20,000 shelf price inclusive of tariffs) Sources: OECD-FAO, Agricultural Outlook, 2016; GEMS4 market insights; World Bank; Expert interviews; Dalberg analysis
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