Delivering Value through Organic and Tuck-in Growth slide image

Delivering Value through Organic and Tuck-in Growth

Capital Allocation Priorities and Actions N N/ 6 Nutrien has a proven track record of value generation and efficient capital allocation. Our capital allocation policy prioritizes safe and reliable operations, a strong balance sheet, growing our business and strong returns to shareholders through a sustainable dividend and share repurchases ✓ Safe and Reliable Operations III Strong Balance Sheet ㅁ 2021 Actions $1.2B catching up on sustaining projects that were deferred in 2020 by COVID-19 restrictions Creating Long-term Value Through Disciplined Capital Allocation 1. N.A. peer group includes MOS, CF, CTVA, FMC, ADM, BG, AGCO, DE and INGR. Value Creation Through High Return Growth Opportunities III Return Capital to Shareholders ㅁㅁ ப ☐ ㅁ $2.1B de-levering in December 2021 Target investment grade rating through the cycle Target < 3.0x Net-debt/EBITDA through the cycle $300M of announced transactions in Brazil from 2020-2021 $260M of phase 2 brownfield nitrogen projects approved and started in 2021 Highest dividend yield compared to N.A. peers1 through 2021 15.0M shares repurchased in 2021 $2.1B returned to shareholders through dividends and share repurchases March 2022 Source: Nutrien
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