Consistent Strategy, Evolving Execution - Barry Callebaut...A strong global market leader Investor...

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Consistent Strategy, Evolving Execution ANTOINE DE SAINT-AFFRIQUE, CEO

Transcript of Consistent Strategy, Evolving Execution - Barry Callebaut...A strong global market leader Investor...

Page 1: Consistent Strategy, Evolving Execution - Barry Callebaut...A strong global market leader Investor Day 2019 - Consistent Strategy, Evolving Execution Market Leadership Page 5 Cocoa

Consistent Strategy,Evolving ExecutionANTOINE DE SAINT-AFFRIQUE,

CEO

Page 2: Consistent Strategy, Evolving Execution - Barry Callebaut...A strong global market leader Investor Day 2019 - Consistent Strategy, Evolving Execution Market Leadership Page 5 Cocoa

Set for the future

An unparalleled heritage in cocoa and chocolate

Investor Day 2019 - Consistent Strategy, Evolving Execution

Understanding Barry Callebaut – who we are

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1828 18421840 1911 1982 1996 1998

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A stable shareholder base: long term - strong values

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Understanding Barry Callebaut – who we are

Jacobs Family Private& Institutional

Investors

50,1% 39,9%10,0%

Investor Day 2019 - Consistent Strategy, Evolving Execution

Page 4: Consistent Strategy, Evolving Execution - Barry Callebaut...A strong global market leader Investor Day 2019 - Consistent Strategy, Evolving Execution Market Leadership Page 5 Cocoa

Strong values & Strong team

Investor Day 2019 - Consistent Strategy, Evolving Execution

Understanding Barry Callebaut – who we are

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Big enough to matter,

Small enough to care

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We are the heart and engine of the chocolate

and cocoa industry

120 years of chocolate experience

Page 5: Consistent Strategy, Evolving Execution - Barry Callebaut...A strong global market leader Investor Day 2019 - Consistent Strategy, Evolving Execution Market Leadership Page 5 Cocoa

A strong global market leader

Investor Day 2019 - Consistent Strategy, Evolving Execution

Market Leadership

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Cocoa grinding capacity (kMT)

Industrial Chocolate (open market – kMT)

Market impact

Others

BC

Cargill

Cémoi

Fuji Oil

Puratos

Irca

Schokinag

Clasen

Kerry Group

Guittard

BC

Fuji Oil

Cargill

BT Cocoa

Olam

Nestlé

Others

Mondelez

ECOM

Guan Chong

Ferrero

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A uniquely integrated business model

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Understanding Barry Callebaut - what do we do?

Investor Day 2019 - Consistent Strategy, Evolving Execution

Page 7: Consistent Strategy, Evolving Execution - Barry Callebaut...A strong global market leader Investor Day 2019 - Consistent Strategy, Evolving Execution Market Leadership Page 5 Cocoa

Climbing the value ladder

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A transformation journey

Offering

Value added

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Broader, deeper reach

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Understanding Barry Callebaut - how do we do it ?

Investor Day 2019 - Consistent Strategy, Evolving Execution

Page 9: Consistent Strategy, Evolving Execution - Barry Callebaut...A strong global market leader Investor Day 2019 - Consistent Strategy, Evolving Execution Market Leadership Page 5 Cocoa

More to go for !

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A strong track record, confident guidance

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Understanding Barry Callebaut – there is more to go for!

2016201520112010 20172012 2013 2014 2018

+9.1%

+6.7%+4.4%

20122010 20142011 2013 2015 2016 2017 2018

+5.1%

+6.2%+7.4%

Volume

EBIT

New mid-term guidance for the 3-year period 2019/20 – 2021/22

• Continued focus on consistent, above-market volume growth and enhanced profitability

• Average volume growth +4-6%

• EBIT growth on average above volume growth1

1 in local currencies and barring any major unforeseen events

Investor Day 2019 - Consistent Strategy, Evolving Execution

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Thank you!