investor presentation
play

INVESTOR PRESENTATION September 2018 IMPORTANT LEGAL NOTES ICL- AT - PowerPoint PPT Presentation

INVESTOR PRESENTATION September 2018 IMPORTANT LEGAL NOTES ICL- AT A GLANCE $5.4 B 49 ~11,000 TOP 3 $ 7 .1 B < 3% #2 BBB- LEADING GLOBAL COMPANY 35%* 22% 25% 3 % 1 % 12% 2 % Sales & marketing office Production site * Percentage


  1. INVESTOR PRESENTATION September 2018

  2. IMPORTANT LEGAL NOTES

  3. ICL- AT A GLANCE $5.4 B 49 ~11,000 TOP 3 $ 7 .1 B < 3% #2 BBB-

  4. LEADING GLOBAL COMPANY 35%* 22% 25% 3 % 1 % 12% 2 % Sales & marketing office Production site * Percentage of sales by main geographical areas, 2017

  5. DNA OF LEADERSHIP #1 #3 #1 #1 #1 #1

  6. LEADERSHIP STRATEGY PRESENT IAS POTASH

  7. ORGANIZATIONAL STRUCTURE ALIGNED WITH STRATEGY IAS - Innovative Ag Solutions division 1 Phosphate Solutions division 1 Potash division 1 Industrial Products division 1 IAS POTASH

  8. ICL – STRATEGIC ADVANTAGES STRATEGIC UNIQUE STARTUP KNOW-HOW ASSETS LOCATIONS NATION proximity to ports & accumulated over customers decades innovation

  9. LEADERSHIP STRATEGY PRESENT FUTURE IAS POTASH

  10. LEADERSHIP STRATEGY Global Bromine Production Capacity 1 Others 11% Chinese Industrial Products division producers ICL 11% (Dead Sea) 40% USA (ALB, LXS) 23% Albemarle (Dead Sea) 16% POTASH

  11. INDUSTRIAL PRODUCTS SOLID LEADERSHIP THE GLOBAL BROMINE UNIQUE BROMINE PRICES MARKET LEADER ADVANTAGE IN CHINA 180 K TONNES NO.1 230K TONNES NO. 1

  12. INDUSTRIAL PRODUCTS

  13. INDUSTRIAL PRODUCTS MAIN GOALS A WORLD LEADER AND BEYOND

  14. LEADERSHIP STRATEGY Potash Business Costs by Site and by Company 1 Potash division ICL Dead Sea POTASH

  15. POTASH 11 0.48 10 9 0.40 8 7 0.32 200 6 5 0.24 100 4 3 0.16 World Crop Expansion of Crop Rotation Increase in Yields World Crop 1961 1972 1983 1994 2005 2016 2027E 2038E 2049E Production in 2005- Arable Land Production in 2050 2007 World population (Bn) Arable land (Ha/Person)

  16. POTASH ICL’S UNIQUE POSITION WELL ESTABLISHED IN LOWER COST AND FASTER STRONG POSITION GROWING MARKETS TIME-TO-MARKET 4.8 MILLION TONNES 8 0% PRODUCED AT ICL DEAD SEA NO. 6

  17. POTASH ICL’S UNIQUE POSITION WELL ESTABLISHED IN LOWER COST AND FASTER STRONG POSITION GROWING MARKETS TIME-TO-MARKET 4.8 MILLION TONNES Europe US 8 0% PRODUCED AT ICL IL China DEAD SEA India Brazil NO. 6

  18. POTASH OUR GOALS TOP- 3 5 MT 10% 1 M

  19. LEADERSHIP STRATEGY Market Share – Specialty Phosphates Europe, NA, and LatAm 1 ICL Phosphate Solutions division 24% POTASH

  20. PHOSPHATE SOLUTIONS ICL’S RECIPE FOR LEADERSHIP UNIQUE BACKWARD WITH A LEADING MARKET AND VALUABLE INTEGRATION MODEL POSITION INNOVATIVE PRODUCTS ~4,900 K TONNES Market Share – Specialty Phosphates – Europe, NA, and LatAm 1 ICL ~90% of phosphate rock 24% 1,150 K TONNES 280 K TONNES Source: ICL estimates (2017)

  21. PHOSPHATE SOLUTIONS - FOOD TASTE & ESSENTIAL BITE MOUTH FEEL TEXTURE & RISE MINERALS LAST LONGER

  22. PHOSPHATE SOLUTIONS - INDUSTRIAL Oil drilling Oral care Metals Mining Cleaning products Leather Construction Paints & coatings Asphalt Water treatment

  23. OUR GOALS PHOSPHATE SOLUTIONS

  24. LEADERSHIP STRATEGY IAS - Innovative Ag Solutions division POTASH

  25. INNOVATIVE AG SOLUTIONS CREATING LEADERSHIP SPECIALTY FERTILIZERS - THE FAST GROWING INDUSTRY DIVERSIFIED PORTFOLIO FOUNDATION FOR THE FUTURE ~850 K TONNES Coated Solubles / Straights Liquids Fertilizers Solubl MAP/ Bulk Foliar SRF CRF SOP/CN NOP e NPK MKP Liquids Liquids 1.8 ^ ^ ^ ^ ^ ^ ICL-SF OVER 300 3.2 ^ ^ ^ ^ Compo ^ ^ ^ ^ Haifa 0.4 1.8 ^ YARA ^ ^ 25 YEARS SQM ^ ^ ^ ^ Kingenta ^ ^ ^ ^ FASTEST GROWING

  26. THE PERFECT STORM 2 B MORE PEOPLE GROUNDBREAKING GROW MORE CHANGE SOLUTIONS WITH LESS WITHIN 20 YEARS

  27. THE FARMING OF THE FUTURE: WITH INCREASING PRESSURE TO EXPAND PRODUCTION AND PROTECT OUR ENVIRONMENT, HIGH TECH FARMING TECHNOLOGIES WILL PLAY A CRUCIAL ROLE

  28. ICL IS ON THE VERGE OF A TIPPING POINT POSITIVE BUSINESS IMPROVING MARKET SHARE OVERHANG MOMENTUM CONDITIONS REMOVED GROWTH STRATEGY DEBT OPTIMIZATION ALIGNED ORGANIZATION

  29. THANK YOU visit us at www.icl - group.com

Download Presentation
Download Policy: The content available on the website is offered to you 'AS IS' for your personal information and use only. It cannot be commercialized, licensed, or distributed on other websites without prior consent from the author. To download a presentation, simply click this link. If you encounter any difficulties during the download process, it's possible that the publisher has removed the file from their server.

Recommend


More recommend