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Investor Presentaiton

High quality output (65% whole nuts) required to make processing more attractive than exporting raw cashew nuts. Incremental profit from selling processed cashew vs. exporting raw cashew nuts ($ per ton) 1,122 1,012 +40% +27% 770 -4% 330 90% Whole and 10% bits 65% Whole 25% splits 10% bits 30% Whole 40% splits 30% bits 100% bits Profit from export 800 of raw cashew nuts -59% Profit from processed cashew nut ($ per ton) High Level of processing complexity Low - Assumptions: price of raw cashew nut $800 per ton; price of whole cashew $6000 per ton; price of split cashew $4000 per ton; price of broken (bits) cashew $2000 per ton; processing cost $500 per ton; Kernel output rate amount of kernel expected from raw cashew 22%; Source: IFC GAFSA (2015) Cashew processing Implications Processing activity is highly risky but has strong potential to generate profits in the long-run Skilled processors and adequate machinery is paramount to obtain at least "65% whole, 25% splits, 10% bits" cashews 95 95
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