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Investor Presentaiton

Core Debt bridge FY18 - FY19 CORE DEBT (1) ($M) Final dividend - FY18 514 FY18 30 (14) 157 Transaction costs Other funds from operations Increased working capital (2) 18 97 Capex • Core Debt increased by $288M between FY18 and FY19. • Working capital increased in FY19 predominantly due to: 802 FY19 - increase in working capital requirements for ECA grain imports (~$40M), continuing into FY20; - timing of receivables for Grains and Oils export customers (~$30M); and increase in working capital requirements for Malt (~$50M) due to increased sales volumes. 1. Core Debt = total debt less cash less commodity inventory (Grains - trading, Oils). 2. Trade & Other Receivables + Commodity Inventory (Net of commodity inventory funding) + Other Inventories less Trade & Other Payables GrainCorp 16
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