Strategic rationale for the acquisitions slide image

Strategic rationale for the acquisitions

Superior Food financial performance Track record of strong financial performance including top line growth Consistent track record of sales growth since founding driven by organic growth + acquisitions Superior Food sales 1,2,3 ($m) 21% CAGR / 13% CAGR (organic only) Focus on higher margin foodservice opportunities driving stable and attractive gross margins Superior Food Gross Profit and margin 1,2,3 ($m) 286 10% CAGR 9% CAGR Margins are accretive to existing Metcash Food margins Superior Food EBITDA (pre-AASB16) and margin 1,2,3 ($m) 11% CAGR 227 46 216 44 1,330 211 1,235 1,271 40 190 37 1,107 17.1% 17.1% 17.0% 17.0% 3.4% 3.5% 3.4% 3.2% FY16A FY22A FY23A Oct-23 LTM FY24E FY22A FY23A Oct-23 LTM FY24E FY22A FY23A Oct-23 LTM FY24E 1. 2. 3. Superior Food results are presented in relation to years ending 30 June (except as noted for the 12 months ended October 2023 (Oct-23 LTM)) and are sourced from Superior Food's management results. FY24E represents Superior Food's underlying actual results for the six months ended December 2023 plus Superior Food's underlying budget for the six months ending June 2024. Financial information is presented on a pro forma basis, comprising certain normalisations and annualisation adjustments (including annualising for acquisitions and other changes that have occurred part way through a financial year). All financial information is presented prior to Metcash purchase price acquisition adjustments. EBITDA represents Underlying EBITDA (pre-AASB16 basis). Metcash NOT FOR DISTRIBUTION OR RELEASE IN THE UNITED STATES 20 20
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