Re-organisation of Olam: Next steps slide image

Re-organisation of Olam: Next steps

Olam Agri Portfolio A Food & Feed 1 Food & Feed: Origination & Merchandising Operations of origination, sourcing, merchandising and trading of grains & oilseeds, edible oils and rice Origination & Merchandising 2 Food & Feed: Processing & Value Added Processing agricultural raw materials directly sourced through our O&M global network and from third-parties into intermediate products, catering to B2B as well as B2C Wheat Milling & Pasta | Integrated Feed & Protein | Rice, Specialty Grains & Seeds B Fibre, Agri-Industrials & Ag-Services 3 Fibre, Agri-Industrials & Ag-Services Comprises of four business units; cotton, rubber, wood products and our fund management business Fibre | Agri-Industrials & Ag-Services Top 2 shipper of soybeans from Brazil by volume (2021)(1) Leading rice merchant from key Asian export markets (2021)(2) Leading rice exporter out of India (2021)(3) Top 2 leading wheat miller in Africa by capacity(4) Equal #1 animal feed producer in Nigeria(5) A leading integrated rice milling player in Nigeria(6) A global leader in cotton merchandising by volume (2021)(7) Leading positions in key export markets for cotton (8) One of the largest natural rubber players in Côte d'Ivoire (9) Olam Agri '22A Volume Contribution '22A EBIT Contribution 83.3% 30.7% 31.9M MT US$190.5MM 10.5% 49.3% 4.0M MT US$306.7MM 6.2% 20.0% Revenue from Europe 9.8% Africa 19.1% Contracts with Customers by Region (2022) Americas 9.4% Asia, Middle East & Australia 61.7% 2.4M MT US$124.7MM Europe 20.5% Africa 15.0% Sourcing Volume by Region (2022) Americas 38.6% Asia, Middle East & Australia 25.9% Source: Independent Market Report by OC&C. Notes: 1. Olam Agri was the #2 shipper of Soybeans from Brazil in 2021 with c.12% volume share 2. Based on customs volume data from ports in India, Vietnam and Thailand that account for 27% of global exports, within volumes that name the exporter 3. Olam Agri was the #1 rice exporter from India, based on customs volume data representing c.22% of total India rice export volumes, within volumes that name the exporter 6 Top #2 Rice Miller by capacity amongst key competitors identified by management, as of 2021 7. Based on volume market share of over 14% in international trade 8. Volume shares of over 20%, 20%, 30%, of export volumes in USA, Australia and Africa respectively in 2021, implying at least a top 4, 4 and 3 position 15 9. The company is at least one of the top 8 players in unprocessed natural rubber purchases (defined as company purchases as a share of total production in Côte d'Ivoire and company trade as a share of total exports from Côte d'Ivoire) from Côte d'Ivoire in 2022 and at least a top 4 player in (processed and unprocessed) Natural Rubber exports out of Côte d'Ivoire in 2021 Extraordinary General Meeting | March 29, 2023 Not for distribution in the United States, the United Kingdom, European Economic Area, Canada, Australia or Japan 4. Olam Agri is one of the top two millers in Africa by capacity based on the competitors identified by The Africa Report 5. Agri Reseaux, Feed Markets in West Africa, 2023
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