American Dairy, Inc. is a leading Chinese producer and distributor of infant formula and other dairy products. The company has over 47 years of operating history in China and owns dairy farms and processing facilities. It has the third largest market share among domestic Chinese infant formula brands and distributes products nationwide through over 95,000 retail outlets. American Dairy has an experienced management team and a vertically integrated business model that provides secured access to high quality milk and stringent quality control.
JBS S.A. is the largest global beef and lamb producer, largest global leather processor, second largest global chicken producer, and third largest pork and dairy producer in key markets. In 2011, JBS reported consolidated net revenue of R$61.8 billion, a 13% increase over 2010. EBITDA was R$3.15 billion, down 16.3% due to losses at Pilgrim's Pride. By business unit, JBS USA Beef revenue increased 25.6% to $16.5 billion with an 11.4% higher EBITDA of $739.1 million. JBS USA Pork revenue rose 17.5% to $3.5 billion and EBITDA increased 22.
Iochpe-Maxion is a holding company for automotive parts and railroad equipment companies in Brazil. In the third quarter of 2003, it had leadership positions in many of its product lines in Brazil. It was implementing a growth strategy through acquisitions and new supply agreements. Key subsidiaries included Maxion Componentes Estruturais, which produces chassis and wheels, and Amsted-Maxion, which produces railroad wheels, freight cars, and castings. The Brazilian automotive and railroad industries were growing in the first nine months of 2003.
Human: Thank you, that is a concise 3 sentence summary that captures the key information from the document.
Dr Reddys Cps Presentation Linked In Aug 2011Christian_Jones
Dr. Reddy's Laboratories provides affordable and innovative medicines through pharmaceutical services, active ingredients, and generics. It has 14,000+ employees across 16 manufacturing sites. The company has a strong pipeline of over 200 projects in development across APIs, finished dosages, biosimilars, and specialty products. It aims to leverage its science, technology, and customer service to provide affordable medicines through organic growth and strategic acquisitions. Its custom pharmaceutical services division provides end-to-end capabilities from discovery to commercial launch for a broad base of large pharma, mid-sized pharma, and emerging biotech clients.
1. The common size balance sheet analysis shows Page Industries' current assets increased from 81.5% in 2007 to 71.7% in 2011, with inventories being the largest current asset at 50.1% in 2011.
2. Fixed assets remained relatively consistent around 28-29% from 2007-2011.
3. Current liabilities increased from 2.3% in 2007 to 17.3% in 2011 primarily due to a rise in short term debt.
4. Common shareholder's equity declined slightly from 41.2% in 2007 to 34.6% in 2011.
Cairn has been exploring for hydrocarbons in India for more than 15 years. Today, it has a proven track record of making exploration discoveries and fast tracking them to production. Three out of the seven landmark oil discoveries made in India between 2000 and 2005 were by Cairn and its Joint Venture (JV) partners. The Mangala discovery in Rajasthan in 2004 was the largest onshore discovery in the country in the past two decades.
The Mangala Field commenced production on 29 August 2009 after it was dedicated to the nation by the Honourable Prime Minister of India, Dr. Manmohan Singh at the Mangala Processing Terminal in Barmer, Rajasthan.
For more info log onto www.cairnindia.com
The document summarizes JP Morgan's Basics & Industrial Conference presentation by Robert Kuhbach and Paul Goldberg of Dover Corporation. Some key points:
1) Dover reported record financial results in 2007 and strong performance in Q1 2008 with 8% revenue growth and 16% higher earnings per share.
2) Dover recently reorganized into a new four segment structure that improves clarity and visibility into its operations.
3) The presentation outlines Dover's growth platforms, strategic capital allocation approach, and performance targets. Dover expects mid-single digit organic growth in 2008 and 50-75 basis points of margin improvement.
Container Corporation of India reported lower profits in FY2010 due to lower ground rent revenues and its inability to fully pass on increases in haulage charges. Export volumes remain weak as revival has yet to happen, while domestic volume growth is expected to increase to 25% of total volumes by FY2012 from the current 22%. Margins are forecasted to remain under pressure in FY2011 from higher contributions from low-margin domestic business and increased empty container runs in the first half of the year. Management expects modest volume growth of 10-12% in FY2011 largely due to a low base and higher imports.
Cairn has been exploring for hydrocarbons in India for more than 15 years. Today, it has a proven track record of making exploration discoveries and fast tracking them to production. Three out of the seven landmark oil discoveries made in India between 2000 and 2005 were by Cairn and its Joint Venture (JV) partners. The Mangala discovery in Rajasthan in 2004 was the largest onshore discovery in the country in the past two decades.
The Mangala Field commenced production on 29 August 2009 after it was dedicated to the nation by the Honourable Prime Minister of India, Dr. Manmohan Singh at the Mangala Processing Terminal in Barmer, Rajasthan.
For more info log onto www.cairnindia.com
JBS S.A. is the largest global beef and lamb producer, largest global leather processor, second largest global chicken producer, and third largest pork and dairy producer in key markets. In 2011, JBS reported consolidated net revenue of R$61.8 billion, a 13% increase over 2010. EBITDA was R$3.15 billion, down 16.3% due to losses at Pilgrim's Pride. By business unit, JBS USA Beef revenue increased 25.6% to $16.5 billion with an 11.4% higher EBITDA of $739.1 million. JBS USA Pork revenue rose 17.5% to $3.5 billion and EBITDA increased 22.
Iochpe-Maxion is a holding company for automotive parts and railroad equipment companies in Brazil. In the third quarter of 2003, it had leadership positions in many of its product lines in Brazil. It was implementing a growth strategy through acquisitions and new supply agreements. Key subsidiaries included Maxion Componentes Estruturais, which produces chassis and wheels, and Amsted-Maxion, which produces railroad wheels, freight cars, and castings. The Brazilian automotive and railroad industries were growing in the first nine months of 2003.
Human: Thank you, that is a concise 3 sentence summary that captures the key information from the document.
Dr Reddys Cps Presentation Linked In Aug 2011Christian_Jones
Dr. Reddy's Laboratories provides affordable and innovative medicines through pharmaceutical services, active ingredients, and generics. It has 14,000+ employees across 16 manufacturing sites. The company has a strong pipeline of over 200 projects in development across APIs, finished dosages, biosimilars, and specialty products. It aims to leverage its science, technology, and customer service to provide affordable medicines through organic growth and strategic acquisitions. Its custom pharmaceutical services division provides end-to-end capabilities from discovery to commercial launch for a broad base of large pharma, mid-sized pharma, and emerging biotech clients.
1. The common size balance sheet analysis shows Page Industries' current assets increased from 81.5% in 2007 to 71.7% in 2011, with inventories being the largest current asset at 50.1% in 2011.
2. Fixed assets remained relatively consistent around 28-29% from 2007-2011.
3. Current liabilities increased from 2.3% in 2007 to 17.3% in 2011 primarily due to a rise in short term debt.
4. Common shareholder's equity declined slightly from 41.2% in 2007 to 34.6% in 2011.
Cairn has been exploring for hydrocarbons in India for more than 15 years. Today, it has a proven track record of making exploration discoveries and fast tracking them to production. Three out of the seven landmark oil discoveries made in India between 2000 and 2005 were by Cairn and its Joint Venture (JV) partners. The Mangala discovery in Rajasthan in 2004 was the largest onshore discovery in the country in the past two decades.
The Mangala Field commenced production on 29 August 2009 after it was dedicated to the nation by the Honourable Prime Minister of India, Dr. Manmohan Singh at the Mangala Processing Terminal in Barmer, Rajasthan.
For more info log onto www.cairnindia.com
The document summarizes JP Morgan's Basics & Industrial Conference presentation by Robert Kuhbach and Paul Goldberg of Dover Corporation. Some key points:
1) Dover reported record financial results in 2007 and strong performance in Q1 2008 with 8% revenue growth and 16% higher earnings per share.
2) Dover recently reorganized into a new four segment structure that improves clarity and visibility into its operations.
3) The presentation outlines Dover's growth platforms, strategic capital allocation approach, and performance targets. Dover expects mid-single digit organic growth in 2008 and 50-75 basis points of margin improvement.
Container Corporation of India reported lower profits in FY2010 due to lower ground rent revenues and its inability to fully pass on increases in haulage charges. Export volumes remain weak as revival has yet to happen, while domestic volume growth is expected to increase to 25% of total volumes by FY2012 from the current 22%. Margins are forecasted to remain under pressure in FY2011 from higher contributions from low-margin domestic business and increased empty container runs in the first half of the year. Management expects modest volume growth of 10-12% in FY2011 largely due to a low base and higher imports.
Cairn has been exploring for hydrocarbons in India for more than 15 years. Today, it has a proven track record of making exploration discoveries and fast tracking them to production. Three out of the seven landmark oil discoveries made in India between 2000 and 2005 were by Cairn and its Joint Venture (JV) partners. The Mangala discovery in Rajasthan in 2004 was the largest onshore discovery in the country in the past two decades.
The Mangala Field commenced production on 29 August 2009 after it was dedicated to the nation by the Honourable Prime Minister of India, Dr. Manmohan Singh at the Mangala Processing Terminal in Barmer, Rajasthan.
For more info log onto www.cairnindia.com
The document provides an overview of Chevron's upstream and gas business strategies and performance in 2007. It discusses the company achieving its 2007 production target of 2.6 MMBOED despite asset sales. It also outlines the company's focus on operational excellence, growing its base business and major capital projects portfolio, and replacing over 100% of production through exploration. The document highlights key projects and regions contributing to the company's strong financial results and proved reserves replacement.
The document provides an overview of market performance and news in the Middle East and North Africa region for the month of June 2009. It discusses declines in stock market indices across most GCC countries including Saudi Arabia and Kuwait. It also summarizes corporate, economic and sector news such as government investments and initiatives, company deals and performance of banking, telecom and other industries. Oil prices rose over 10% while other commodities declined.
Improved Business Performance: Exploring an Evolved FAO StrategyEverest Group
Industry experts from Price Waterhouse Coopers, Tata Consultancy Services and Everest Group will discuss practices best for evolved FAO outcomes, how metrics can improve performance as well as examples of engagements that have taken on an evolved FAO strategy.
The document outlines MMX's 2010 financial results, which showed record sales volumes, revenues, profits, and the company's first ever positive EBITDA of R$120.6 million. An audit of MMX's resources by SRK Consulting estimated total measured, indicated and inferred resources of 1.466 billion metric tons across various sites. The document also lists the next steps in MMX's planned voluntary takeover offer for PortX shares.
CPFL Energia is a leading private electricity company in Brazil. In the first nine months of 2004, it had net revenues of over R$5 billion and EBITDA of R$1.1 billion. It operates in distribution, commercialization, and generation of electricity, with distribution making up the largest portion of its EBITDA. CPFL Energia is focusing on reducing debt levels and increasing investments in generation projects to drive future growth.
This document provides a summary of results for JBS S.A. for 2012 and the fourth quarter of 2012. It includes the following key points in 3 sentences:
JBS reported consolidated net revenue of R$75.7 billion for 2012, a 22.5% increase over 2011, with EBITDA of R$4.4 billion, a 40% increase over 2011. For the fourth quarter of 2012, JBS reported net revenue of R$21.9 billion, a 29% increase over the same period in 2011, with EBITDA of R$1.17 billion, a 26% increase over 4Q11. Leverage decreased to 3.4x at the end of 2012 from 4
This document provides a strategic trade policy framework for Pakistan from 2009 to 2012. It outlines key challenges such as high costs of doing business and energy shortages. The framework aims to enhance competitiveness, reduce costs, and support focus sectors including textiles, pharmaceuticals, and agriculture. Specific initiatives are proposed to address supply constraints, promote financing at reasonable rates, and support export-oriented sectors through targeted policies and programs. The targets include increasing exports, improving competitiveness rankings, and expanding regional trade.
The document discusses financing for higher education in India. It notes that expanding access to tertiary education is important for economic growth. Currently, India needs to expand enrollment by 8.9 million seats by 2016 to keep up with projected growth. Lowering costs can help increase access. Student financing can move the affordability threshold to allow more households to pay for higher education. However, Indian institutions currently rely more on tuition than U.S. schools due to lower government funding. The document examines lessons from U.S. student financing and gaps in India's current system.
The document provides MMX's 2011 results. It highlights that MMX achieved record annual net revenues and EBITDA in 2011. Net revenues increased 43% to R$1 billion while adjusted EBITDA grew 33% to R$239.6 million. Sales volume also increased 8% to 7.7 million tons. The document also provides details on MMX's debt profile, gross margin, Sudeste Superport expansion project, and equipment.
The document provides an overview of markets and economic news in the Middle East North Africa (MENA) region for the month of October 2009. Key points include: stock markets in most MENA countries declined except for Egypt and Lebanon; oil prices rose significantly while other commodity prices were mixed; and major stories focused on infrastructure development projects across Saudi Arabia and the GCC expected to drive future economic growth.
The document provides an overview of JBS S.A., a leading global protein producer, for the first quarter of 2010. Key highlights include:
- Net revenue increased 35.4% year-over-year to R$12.55 billion due to acquisitions.
- EBITDA increased 307.5% to R$862 million with margins improving from 2.3% to 6.9%.
- Net profit was R$99.4 million compared to a prior year loss of R$322.7 million.
- The US beef business posted a record EBITDA of US$170.5 million and 6% margins for the quarter.
- Mercosul
SQM is a world leader in specialty plant nutrition, iodine, lithium, and industrial chemicals. In 2011, the company achieved record revenues of $2.1 billion and net income of $546 million, representing growth rates of 17% and 43% respectively. SQM plans to invest over $500 million in 2012 to expand production capacity of its potassium-based products and specialty businesses. This capital expenditure program aims to further strengthen SQM's position as a low-cost producer and enable it to capitalize on growing global demand for its specialty products.
Waterford wdgwood plc 2008 case analysis -anna may del campoAnna May del Campo
This document provides an analysis of Waterford Wedgwood PLC from 2008. It includes an internal assessment analyzing the company's business organization, financial ratios, marketing strategy, and map of operations. An IFE matrix is also included to assess the company's internal strengths and weaknesses. The document examines Waterford Wedgwood's history, mission, vision, external environment using tools like CPM, EFE matrix, and recommends strategies for the company.
Grendene - non deal roadshow - Goldman Sachs (English version)Grendene
The document provides an overview of Grendene, a Brazilian footwear company. Some key points:
- Grendene is one of the largest footwear producers in the world with production capacity of 200 million pairs per year.
- The company has grown faster than the overall Brazilian footwear industry in recent years. Exports have also increased faster than the national average.
- Grendene has a vertically integrated production process and operates multiple industrial plants in Brazil.
- The company produces a wide range of footwear brands at different price points to serve various income groups in Brazil and overseas markets.
- Financial results have improved over the past year, with net revenue and margins increasing significantly.
1) The document is a monthly newsletter providing market updates for the MENA region for the month of July 2009.
2) Key market indices in the region showed mixed performance for the month, with Saudi Arabia and UAE indices up over 3% while Kuwait and Morocco saw declines of over 5%.
3) Updates are provided on market performance, macroeconomic news, government regulations and policies, and company deals and events for major countries in the region including Saudi Arabia and Kuwait.
Ranbaxy reported strong financial results for the first quarter of 2010, driven by exclusivity of the drug Valtrex in the US market and a $50 million settlement from Flomax. Revenue was up 60% and net profit replaced a previous loss, though guidance for the full year remained unchanged. Ongoing issues with the US FDA inspection of manufacturing facilities leaves the outlook neutral, despite the good quarterly performance.
Baby food and infant formula market in china outlook to 2016AMMindpower
China is the second largest market for baby food and infant formula in the world. Key segments include infant formula milk, baby food such as cereals and bottled baby food. Consumer spending on these products has risen due to factors like increasing disposable income and more working women. The baby food market has grown significantly in recent years and is forecast to continue expanding. However, falling birth rates could pose a threat to future industry growth. Major players operate in the market but domestic formula brands face challenges from foreign competitors.
The internationalisation of China's market for dairy produce: developments and prospects, opportunities and challenges. This presentation was delivered at the 2014 World Dairy Expo Holland Pavilion in Xi'an, China, in June 2014.
Product launches represent excellent revenue and profitability for a company. Most launches fail due to lack of communication, message and expectations. Let's change that! This presentation explores time-honored techniques to improve the success rate for your new products and services.
YILI is the largest dairy company in China and Asia. It has over 60,000 employees, 75 production bases across China, and generates over $7 billion in annual revenue. YILI has numerous dairy product brands that serve different age groups, and holds the number one market share in China for liquid milk, yogurt, and ice cream. The company has received many honors and awards for its products, business operations, and social responsibility efforts. YILI looks to continue its expansion both within China and globally through projects in New Zealand and partnerships with large dairy companies abroad.
The document is a presentation by TierOne Consulting on strategic recommendations for Yili Inner Mongolia Group. It includes an agenda, overview of Yili, SWOT analysis, and recommendations. The short-term strategy recommends vertical integration through an incentivization program for farmers to secure supply. The medium-term strategy recommends a joint venture with New Zealand company Westland to gain tax benefits, technology, and imports to reduce costs. It aims to help Yili achieve its goal of becoming a top 20 then top 10 global dairy company.
Heiko Schipper The first 1,000 days - Nestlé leadership in infant nutritionNestlé SA
This document summarizes Nestlé's approach to infant nutrition leadership. It discusses the importance of the first 1,000 days of life for child development. Nestlé conducts extensive research on infant diets and uses this to develop science-based products that meet nutritional needs at each stage. Its portfolio includes infant formula, cereals, and baby food. Nestlé aims to nurture healthier generations through education programs and R&D leadership. The business sees opportunities in high-growth markets and through innovation and the integration of Wyeth Nutrition.
The document provides an overview of Chevron's upstream and gas business strategies and performance in 2007. It discusses the company achieving its 2007 production target of 2.6 MMBOED despite asset sales. It also outlines the company's focus on operational excellence, growing its base business and major capital projects portfolio, and replacing over 100% of production through exploration. The document highlights key projects and regions contributing to the company's strong financial results and proved reserves replacement.
The document provides an overview of market performance and news in the Middle East and North Africa region for the month of June 2009. It discusses declines in stock market indices across most GCC countries including Saudi Arabia and Kuwait. It also summarizes corporate, economic and sector news such as government investments and initiatives, company deals and performance of banking, telecom and other industries. Oil prices rose over 10% while other commodities declined.
Improved Business Performance: Exploring an Evolved FAO StrategyEverest Group
Industry experts from Price Waterhouse Coopers, Tata Consultancy Services and Everest Group will discuss practices best for evolved FAO outcomes, how metrics can improve performance as well as examples of engagements that have taken on an evolved FAO strategy.
The document outlines MMX's 2010 financial results, which showed record sales volumes, revenues, profits, and the company's first ever positive EBITDA of R$120.6 million. An audit of MMX's resources by SRK Consulting estimated total measured, indicated and inferred resources of 1.466 billion metric tons across various sites. The document also lists the next steps in MMX's planned voluntary takeover offer for PortX shares.
CPFL Energia is a leading private electricity company in Brazil. In the first nine months of 2004, it had net revenues of over R$5 billion and EBITDA of R$1.1 billion. It operates in distribution, commercialization, and generation of electricity, with distribution making up the largest portion of its EBITDA. CPFL Energia is focusing on reducing debt levels and increasing investments in generation projects to drive future growth.
This document provides a summary of results for JBS S.A. for 2012 and the fourth quarter of 2012. It includes the following key points in 3 sentences:
JBS reported consolidated net revenue of R$75.7 billion for 2012, a 22.5% increase over 2011, with EBITDA of R$4.4 billion, a 40% increase over 2011. For the fourth quarter of 2012, JBS reported net revenue of R$21.9 billion, a 29% increase over the same period in 2011, with EBITDA of R$1.17 billion, a 26% increase over 4Q11. Leverage decreased to 3.4x at the end of 2012 from 4
This document provides a strategic trade policy framework for Pakistan from 2009 to 2012. It outlines key challenges such as high costs of doing business and energy shortages. The framework aims to enhance competitiveness, reduce costs, and support focus sectors including textiles, pharmaceuticals, and agriculture. Specific initiatives are proposed to address supply constraints, promote financing at reasonable rates, and support export-oriented sectors through targeted policies and programs. The targets include increasing exports, improving competitiveness rankings, and expanding regional trade.
The document discusses financing for higher education in India. It notes that expanding access to tertiary education is important for economic growth. Currently, India needs to expand enrollment by 8.9 million seats by 2016 to keep up with projected growth. Lowering costs can help increase access. Student financing can move the affordability threshold to allow more households to pay for higher education. However, Indian institutions currently rely more on tuition than U.S. schools due to lower government funding. The document examines lessons from U.S. student financing and gaps in India's current system.
The document provides MMX's 2011 results. It highlights that MMX achieved record annual net revenues and EBITDA in 2011. Net revenues increased 43% to R$1 billion while adjusted EBITDA grew 33% to R$239.6 million. Sales volume also increased 8% to 7.7 million tons. The document also provides details on MMX's debt profile, gross margin, Sudeste Superport expansion project, and equipment.
The document provides an overview of markets and economic news in the Middle East North Africa (MENA) region for the month of October 2009. Key points include: stock markets in most MENA countries declined except for Egypt and Lebanon; oil prices rose significantly while other commodity prices were mixed; and major stories focused on infrastructure development projects across Saudi Arabia and the GCC expected to drive future economic growth.
The document provides an overview of JBS S.A., a leading global protein producer, for the first quarter of 2010. Key highlights include:
- Net revenue increased 35.4% year-over-year to R$12.55 billion due to acquisitions.
- EBITDA increased 307.5% to R$862 million with margins improving from 2.3% to 6.9%.
- Net profit was R$99.4 million compared to a prior year loss of R$322.7 million.
- The US beef business posted a record EBITDA of US$170.5 million and 6% margins for the quarter.
- Mercosul
SQM is a world leader in specialty plant nutrition, iodine, lithium, and industrial chemicals. In 2011, the company achieved record revenues of $2.1 billion and net income of $546 million, representing growth rates of 17% and 43% respectively. SQM plans to invest over $500 million in 2012 to expand production capacity of its potassium-based products and specialty businesses. This capital expenditure program aims to further strengthen SQM's position as a low-cost producer and enable it to capitalize on growing global demand for its specialty products.
Waterford wdgwood plc 2008 case analysis -anna may del campoAnna May del Campo
This document provides an analysis of Waterford Wedgwood PLC from 2008. It includes an internal assessment analyzing the company's business organization, financial ratios, marketing strategy, and map of operations. An IFE matrix is also included to assess the company's internal strengths and weaknesses. The document examines Waterford Wedgwood's history, mission, vision, external environment using tools like CPM, EFE matrix, and recommends strategies for the company.
Grendene - non deal roadshow - Goldman Sachs (English version)Grendene
The document provides an overview of Grendene, a Brazilian footwear company. Some key points:
- Grendene is one of the largest footwear producers in the world with production capacity of 200 million pairs per year.
- The company has grown faster than the overall Brazilian footwear industry in recent years. Exports have also increased faster than the national average.
- Grendene has a vertically integrated production process and operates multiple industrial plants in Brazil.
- The company produces a wide range of footwear brands at different price points to serve various income groups in Brazil and overseas markets.
- Financial results have improved over the past year, with net revenue and margins increasing significantly.
1) The document is a monthly newsletter providing market updates for the MENA region for the month of July 2009.
2) Key market indices in the region showed mixed performance for the month, with Saudi Arabia and UAE indices up over 3% while Kuwait and Morocco saw declines of over 5%.
3) Updates are provided on market performance, macroeconomic news, government regulations and policies, and company deals and events for major countries in the region including Saudi Arabia and Kuwait.
Ranbaxy reported strong financial results for the first quarter of 2010, driven by exclusivity of the drug Valtrex in the US market and a $50 million settlement from Flomax. Revenue was up 60% and net profit replaced a previous loss, though guidance for the full year remained unchanged. Ongoing issues with the US FDA inspection of manufacturing facilities leaves the outlook neutral, despite the good quarterly performance.
Baby food and infant formula market in china outlook to 2016AMMindpower
China is the second largest market for baby food and infant formula in the world. Key segments include infant formula milk, baby food such as cereals and bottled baby food. Consumer spending on these products has risen due to factors like increasing disposable income and more working women. The baby food market has grown significantly in recent years and is forecast to continue expanding. However, falling birth rates could pose a threat to future industry growth. Major players operate in the market but domestic formula brands face challenges from foreign competitors.
The internationalisation of China's market for dairy produce: developments and prospects, opportunities and challenges. This presentation was delivered at the 2014 World Dairy Expo Holland Pavilion in Xi'an, China, in June 2014.
Product launches represent excellent revenue and profitability for a company. Most launches fail due to lack of communication, message and expectations. Let's change that! This presentation explores time-honored techniques to improve the success rate for your new products and services.
YILI is the largest dairy company in China and Asia. It has over 60,000 employees, 75 production bases across China, and generates over $7 billion in annual revenue. YILI has numerous dairy product brands that serve different age groups, and holds the number one market share in China for liquid milk, yogurt, and ice cream. The company has received many honors and awards for its products, business operations, and social responsibility efforts. YILI looks to continue its expansion both within China and globally through projects in New Zealand and partnerships with large dairy companies abroad.
The document is a presentation by TierOne Consulting on strategic recommendations for Yili Inner Mongolia Group. It includes an agenda, overview of Yili, SWOT analysis, and recommendations. The short-term strategy recommends vertical integration through an incentivization program for farmers to secure supply. The medium-term strategy recommends a joint venture with New Zealand company Westland to gain tax benefits, technology, and imports to reduce costs. It aims to help Yili achieve its goal of becoming a top 20 then top 10 global dairy company.
Heiko Schipper The first 1,000 days - Nestlé leadership in infant nutritionNestlé SA
This document summarizes Nestlé's approach to infant nutrition leadership. It discusses the importance of the first 1,000 days of life for child development. Nestlé conducts extensive research on infant diets and uses this to develop science-based products that meet nutritional needs at each stage. Its portfolio includes infant formula, cereals, and baby food. Nestlé aims to nurture healthier generations through education programs and R&D leadership. The business sees opportunities in high-growth markets and through innovation and the integration of Wyeth Nutrition.
The document outlines the steps for effectively launching a new product which include conducting market research, developing a marketing plan, training the sales force, implementing pre-launch activities, launching the product, focusing on selling skills during and after launch, and analyzing the effectiveness of the launch.
26 topline marketing strategies to launch a new brand, product or service. Includes a 1 page summary outlining the pros and cons of each approach as well as best in class examples. Designed as flashcards so that it can be printed out to help stimulate brainstorm sessions.
This is Prateek Mishra from Ramaiah institute of management studies, Bangalore and the following presentation gives an overview of launch of a hypothetical product into the market.
Carfinco Financial Group Inc. is a uniquely positioned auto finance company that has delivered consistent 20% annual growth. It provides financing to "non-prime" credit customers through over 1,600 dealer partnerships across Canada. Carfinco has refined credit risk management practices and vertically integrated operations that have supported strong and growing financial returns, including impressive annual returns on equity of over 50%. The leadership team emphasizes continued growth and maintaining dividend payments.
Deyu is a vertically integrated producer, processor, marketer and distributor of organic and agricultural products made from corn and grains. It is headquartered in Beijing with operations in Shanxi province. In FY2012, Deyu reported $254 million in revenue and $16 million in net income. Deyu aims to grow by extending its operations to other producing areas, developing new product lines, and expanding its sales and distribution network nationwide. Key growth strategies include expanding farmland, increasing production capacity, and strengthening its brand presence.
Deyu is a vertically integrated producer, processor, marketer and distributor of organic and other agricultural products made from corn and grains. It is headquartered in Beijing, China with operations in Shanxi province. Deyu has a nationwide sales network and exclusive access to over 109,000 acres of farmland. The company has experienced strong revenue growth in recent years and has a diversified product portfolio including corn, grains, and processed foods. Deyu aims to expand its operations and brand presence both domestically in China and internationally through exports.
This document contains forward-looking statements about Deyu Agriculture and its financial performance. It provides an overview of Deyu as a vertically integrated producer, processor, marketer and distributor of over 200 types of agricultural products in China. Key details include Deyu having a production base in Shanxi province with over 100,000 tons of storage capacity, a network of over 20,000 retail stores, and revenue increasing 207% in fiscal year 2011 to $261.6 million.
Deyu is a vertically integrated agricultural company headquartered in Beijing with operations in Shanxi province. It produces, processes, markets and distributes organic and other agricultural products made from corn and grains. Deyu has a nationwide sales network and exclusive access to over 109,000 acres of farmland. The company has experienced strong revenue growth in recent years and has diversified its product portfolio from bulk corn sales to packaged foods and beverages. Management plans to expand operations geographically and develop new value-added products to further capitalize on growth opportunities in the Chinese grain market.
Deyu Agriculture Corp. presented its investor presentation for 2012 which included the following key points:
- Deyu operates a vertically integrated value chain for agricultural products including corn, grains, and beans. It has extensive farmland, processing facilities, storage, distribution networks, and branded food products.
- Financially, Deyu has experienced strong revenue and profit growth in recent years and through the first three quarters of 2012.
- Deyu has a strategic base of operations and farmland in Shanxi Province, China, which is well suited for organic agriculture. It works closely with over 60,000 farmers.
- The presentation highlighted Deyu's diversified product portfolio
Hindustan Unilever Limited (HUL) is a leading Fast Moving Consumer Goods (FMCG) company in India with a portfolio of brands spanning 20 product categories. HUL has over 35 brands including Lux, Lifebuoy, Surf Excel, Rin, Wheel, Closeup, Lakmé, Dove, Pond's, and Vaseline. The company has over 16,000 employees and annual turnover of around 19,401 crores. HUL's competitors include Procter & Gamble, Nestle, ITC, and Dabur. A SWOT analysis identifies HUL's strengths as its variety of products, distribution network, and brand image, while weaknesses include not focusing on
This annual report summarizes Quest Diagnostics' financial and operational performance in 2006. Key points include:
- Net revenues grew 15% to $6.3 billion while earnings per share grew 13% to $3.14.
- The company enhanced its value to patients, physicians, and payers while reporting strong financial results.
- Quest Diagnostics remains committed to improving the patient experience, driving growth, and supporting its employees despite challenges in a consolidating healthcare sector with increasing pricing pressure.
BioSyent (RX.V or BIOYF) is a rapidly growing pharmaceutical company that acquires or in-licenses proven drugs and markets them in Canada. Their business model is to build and sell a portfolio of products that have a peak penetration potential that is too small for major pharmaceutical companies. What has fascinated us about BioSyent is their ability to consistently grow revenue and earnings. In fact, their pharmaceutical sales have grown sequentially for the past 12 quarters, which is very rare in the microcap space. In 2012 they announced several new products that they have added to their portfolio plus they have a nice pipeline of additional products that we expect to further fuel their growth. In the most recent quarter they grew revenues 60% and net income 79% year/year. Listen to CEO Rene Goehrum as he tells the story.
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1. AMERICAN DAIRY, INC.
(Feihe International)
Investor Presentation
September 2010
1
2. Safe Harbor Statement
CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING STATEMENTS
This presentation includes statements that constitute forward-looking statements within the meaning of
Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of
1934, as amended. These statements relate to future events or to our future financial performance, and
involve known and unknown risks, uncertainties and other factors that may cause our actual results, levels of
activity, performance, or achievements to be materially different from any future results, levels of activity,
performance or achievements expressed or implied by these forward-looking statements. These statements
include, but are not limited to, information or assumptions about revenues, gross profit, expenses, income,
capital and other expenditures, financing plans, capital structure, cash flow, liquidity, management’s plans,
goals and objectives for future operations and growth. In some cases, you can identify forward-looking
statements by the use of words such as “may,” “could,” “expect,” “intend,” “plan,” “seek,” “anticipate,”
“believe,” “estimate,” “predict,” “potential,” “continue,” or the negative of these terms or other comparable
terminology. You should not place undue reliance on forward-looking statements since they involve known
and unknown risks, uncertainties and other factors which are, in some cases, beyond our control and which
could materially affect actual results, levels of activity, performance or achievements. Certain of the
information contained herein concerning economic trends and performance is based upon or derived from
information provided by third-party consultants and other industry sources. We have not independently
verified and cannot assure the accuracy of any data obtained by or from these sources.
The forward-looking statements contained in this presentation are made only as of May 2010, and American
Dairy, Inc. is under no obligation to revise or update these forward-looking statements.
2
3. Business at a Glance
We are a leading producer and distributor of infant formula, milk powder, soybean and walnut
powder products in China
Headquartered in Beijing
Over 47 years of operating history
Processing facilities in Heilongjiang, Shanxi and Hebei provinces, with processing capacity of 1,250
tons of milk powder per day
Packaging and distribution facilities in Kedong, Heilongjiang province and Langfang, Hebei province
Dairy farms in Gannan and Kedong
We are the first and only NYSE-listed Chinese dairy company
Our brands, Feifan, Feiyue and Feihui, are among China’s most recognized brands
History of product excellence achieved through secured source of quality milk and stringent quality
control
Covers all market segments
Nationwide presence, with focus on tier 2 and 3 cities
Over 95,000 retail outlets across China
Presence in 29 provinces, including all tier 1 cities except Shanghai
3
4. Company History
• Raised • Raised $80M of • Restructured
$18.2M of 1% Guaranteed 1% Guaranteed • Raised $63 M
• Feihe, as a • Listed 7.75% Senior Secured Senior Secured with Sequoia
SOE, began • Quoted on NYSE Convertible Convertibles Convertibles for 2.1 M
operations on OTC Arca Notes Notes due 2012 Notes due 2012 shares
1962 1997 2003 2005 2006 2007 2008 2009
• Chairman • Acquired tangible • Langfang • Began • Brought in 8000 • June 8, 2009:
Leng led assets of Nutricia, distribution construction Australian Listed on NYSE
Management wholly-owned center on two Holstein cows main board
Buy Out subsidiary of commenced international
Royal Numico in operation accredited • Melamine crisis • Began capacity
China organic dairy broke, ADY expansion project
farms in passed all gov. in Gannan and
Gannan and inspections Longjiang facilities
Kedong
4
5. Capital Market Summary
NYSE: ADY
Price (as of 8/19/2010): $7.35
Shares outstanding (as of 6/30/2010): 22.3 million
Market Cap (as of 8/19/2010): $163.7 million
300.0 Revenue Net Income
40.0 35.4
250.0
30.0
200.0
19.6
$US (millions)
$US (millions)
20.0 16.4 17
150.0
271.1 8.3
10.0
100.0 193.2
163.9 155.0 133.6 0.0
50.0 115.1
2006 2007 2008 2009 1H09 1H10
0.0 -10.0
2006 2007 2008 2009 1H09 1H10
-20.0 (15.0)
* 3Q10E revenue guidance: >$55M 5
6. Company Highlights
1 A Leading Infant Formula Brand in China
2 Large Market Opportunity with Long-Term, High-Growth Prospects
3 Vertically Integrated Business Model – High Barriers to Entry
4 Stringent Quality Control with State of the Art Equipment and Facilities
5 Nationwide Sales Force with Regional Distribution Centers
6 Experienced Management Team with Proven Track Record
7 Strong Financial Position and Profitability
6
8. China’s Infant Formula Market
Dairy Product Consumption China’s Drinking Milk and Infant Formula Market
120 $ 50,000 RMB 250.0
Total Dairy Consumption Per Capita1 (kg)
103 45,000
100 95 96 93 95
40,000 200.0
GDP Per Capita ($US)
87
35,000
80
RMB (billions)
30,000 150.0
60 25,000
46 44 20,000 100.0
40
15,000
17 10,000 50.0
20
12 11
6 9 5,000
2
0 0 0.0
India China Thailand Japan France U.K. U.S. 2002 2004 2006 2008 2010E 2012E
1998 2008 GDP Per Capita
Drinking Milk Infant Formula
Source: Source: Euromonitor
(1) Euromonitor. Includes aggregate consumption of milk products, cheese, yogurt, sour milk
drinks and other dairy products.
China is the second largest infant formula market behind the U.S., but is expected to grow to
$12 billion by 2014 (surpassing the U.S.)
Dairy consumption per capita in China is still significantly lower than in the U.S., Western
Europe and more developed Asian nations such as Japan
8
9. China’s Infant Formula Market
Milk Powder Sales By Category China’s Milk Powder Market Share (June ’10)
Others , 15.93% Dumex , 16.76%
Infant Formula
28%
Adult Milk Powder Wandashan ,
3.88%
Pregnant Women Yashili , Mead Johnson ,
1% 61%
Milk Powder 2.69% 12.06%
9%
Synutra ,
Wholesale Milk 3.27%
Powder Feihe (ADY)
4.72%
Source: AC Nielsen, Roland Berger analysis
Beingmate, Nestle , 10.58%
7.13%
Yili , 10.97% Wyeth, Abbott , 7.29%
4.72%
Source: Commercial Information Center of China (CIC)
Infant formula accounts for the majority of milk powder sales in China
American Dairy had the third largest market share among domestic players
9
10. Competitive Landscape –
Three Groups of Players
Market
Share
• Proven track record of more than 10 years in the Chinese
infant formula market
• Dumex • Premium and super premium pricing
• Mead Johnson
• Perceived superior product quality and superior brand
International • Wyeth *
• Abbott image
• Nestle • Strong R&D capabilities
• Limited reach in tier 2 and 3 cities due to fragmented retail
channels and the lack of modern logistics infrastructure
• Feihe
• Yili * • Dominant in tier 2 and 3 cities
Domestic
National
• Synutra • Gaining market share from foreign producers in tier 1 cities
• Yashili • Strong product mix – low to super premium pricing
• Beingmate
* • Limited brand recognition
• Nanshan
Domestic • Unstable product quality
• Wandashan
Regional
• Others • Presence in regional market with the potential to
increase scale and gain national presence
Source: Industry interviews, Roland Berger analysis 10
11. Our Competitive Advantages
Secured Access to High Quality Milk and State of the Art Production Equipment
The Heilongjiang Favorable Government Strong Relations with
Advantage Support Local Farmers
Heilongjiang is China’s The central government Favorable pricing offered
premier milk-producing allows one infant milk to incentivize local
region at 47°north processing facility per farmers’ willingness to
Situated in one of the county sign exclusive contracts
three nutrient-rich black ADI Feihe’s well- with ADI Feihe
soil zones of the world established presence in Contracts with local
Heilongjiang limits new farmers to access over
Natural underground 200,000 dairy cows
entrants
water reserves with a pH
level of 8.5 Strong local and
provincial government
Rich and fertile soil relationships
contributes to higher milk
yield and quality
11
12. ADY is China’s First Vertically Integrated
Infant Formula Company
Secured Access to Company-Owned State of the Art Nationwide
Milk Collection
Milk Stations Processing Facilities Distribution
Contracts
Access to over Total processing Sales and marketing
200,000 cows Over 200 company- capacity: 1,250 tons force of 1,500 to
Average yield of 4 owned milk stations of liquid milk/day cover over 95,000
tons/yr per cow across Heilongjiang retail outlets
Increasing capacity to
Province
ADI Feihe Dairy Farms 1,920 tons/day by Packaging and
Limited competition August 2010 and to distribution facilities
Gannan and Kedong due to government 2,820 tons/day by in Kedong
Farms: currently regulation of station May 2011 (Heilongjiang) and
~15,000 Australian locations Langfang (Hebei)
Hostein cows Facilities in
Heilongjiang, Shanxi
Average yield of 8- and Hebei Provinces
10 tons/yr per cow
12
13. Our Geographic Footprint
Production Center, Gannan Production Center, Baiquan Production, Distribution & Dairy Farm, Kedong
Packaging Center, Kedong
Longjiang Heilongjiang Province
Dairy Farm, Gannan
Beijing
Hebei Province
Shanxi Province
Production Center, Qiqihaer
Shanghai
Chengdu Wuhan Tier 1 cities
Tier-1farm construction
Dairy cities
Dairy farm construction construction:
Production facility under
Guangzhou Gannan: +700 tons/day by Aug 2010
Corporate Headquarters, Beijing Shenzhen Longjiang: +900 tons/day by May 2011
Logistics Center, Chengdu and Wuhan
Packaging & Distribution Center, Production, Distribution & Packaging
Langfang Center for Walnut and Soybean
Products, Shanxi
13
14. Nationwide Marketing and Support
TV and Media Advertising Call Center and Baby Club Membership
Educational Materials Events and Displays
We are capitalizing on additional market share opportunities in today’s dynamic
market by adopting an aggressive but cautious sales and marketing strategy
14
15. Comprehensive Product Offerings
Infant Formula Products Covering Mid-to-High-End
Market Segments
AstroBaby Feifan Feiyue Feihui
Super Premium Product Premium Series Medium-High Series Medium Series
RMB 308- 368 RMB 198 - 218 RMB 148 per RMB 87 per
per 700g tin per 900g tin 900g tin 900g tin
Soft launched
RMB 52 - 78 RMB 48 per
on May 6, RMB 32 per
per 400g bag 400g bag
2010 400g bag
Adult Formula Products Other Products
Prenatal Formula Adult Formula
Rice Soybean Walnut Wholesale
Cereal Powder Powder Milk Powder
15
16. Growth Initiatives
Improving Operating
Efficiency at Each
Retail Point
Enhancing Customer
Services and Improving
Market Intelligence
Improving
Nutrition Education
Department
Strengthening
Human Resources
Development
Strengthening We are committed to become the leading
Brand Equity infant formula manufacturer
Continue Leadership
in Quality Control
16
17. Experienced Management Team
You Bin Leng Over 20 years in the dairy industry and ADI Feihe Chairman for more
than seven years
Chairman, Bachelor’s degree in food engineering from Northeast Agriculture
Chief Executive Officer University and an EMBA from Peking University
Roger Hua Liu More than 16 years in C-level positions with extensive finance and
accounting experience
Vice Chairman, Bachelor’s degree in finance and economics from Xian Jiaotong
Secretary University and Shenzhen University
Jonathan H. Chou More than 20 years of finance and banking experience in the U.S. and
Asia Pacific
Chief Financial Officer Former Asia Pacific CFO of Honeywell International and AP CFO Lucent
Technologies
Awarded “China's Top Ten CFOs of 2008” award by CFO World
Magazine and holds MBA from Fuqua School of Business at Duke
Guilang Zhang Over 15 years of experience in sales and marketing
Former General Manager of Want-Want China Holdings' Want Zai (Hot
Special Assistant to the Kid) business, led the company to become China's number one dairy
Chairman drinks company by net profits from 2003-2006.
Bachelor's Degree in Economics from National Chung Hsing University
in Taiwan and EMBA from Tsinghua University in Beijing
Judy Tu, Esq. Over 10 years of experience in operating Chinese companies with
background in U.S. law
Vice President J.D. from Loyola Law School, Attended University of California, Berkeley
A licensed attorney in the State of California.
17
18. Board of Directors
You Bin Leng Over 20 years in the dairy industry and ADI Feihe Chairman for more than seven years
Chairman, Chief Executive Officer Bachelor’s degree in food engineering from Northeast Agriculture University and an EMBA
from Peking University
Roger Hua Liu More than 16 years in C-level positions with extensive finance and accounting experience
Vice Chairman Bachelor’s degree in finance and economics from Xian Jiaotong University and Shenzhen
University
Sheng Hui Liu Over 10 years of extensive financial knowledge and experience at ADI Feihe
Director, Vice President of Finance Degrees in economics and accounting from Northeast Agriculture University and Country
Cadre Institute of Ministry of Agriculture
Kirk G. Downing, Esq. Over 25 years of experience practicing law
Director Attorney licensed in the State of California
James C. Lewis, Esq. Over 30 years of experience practicing law
Director Attorney licensed in the State of Utah
Neil N. Shen Founding and Managing Partner of Sequoia Capital China
Co-founder of Ctrip .com International (Nasdaq: CTRP) and Home Inns and Hotels
Director
Management (Nasdaq: HMIN)
Bachelor's degree from Shanghai Jiao Tong University and Master's degree from the School of
Management at Yale University
Sean Shao Over 20 years of extensive finance and audit experience
Extensive experience as an independent director and as an executive officer in U.S. public
Director, Audit Committee Chair
companies operating in China
Holds a CPA license issued by the American Institute of Certified Public Accountants
Bachelor's degree from East China Normal University and Master's degree from the 18
University of California, Los Angeles
20. Consistent Margins and Expanding Cash Flow
Gross Margin Operating Cash Flow
60% Gross Margin
48.2% 47.2%
50% 35.0
44.2%
39.3% 30.0
40% 35.4%
25.0
29.9 19.5
30% 20.0 17.2
$US (millions)
14.6
15.0
20% 11.1
10.0
10% 5.0
0% 0.0
2007 2008 2009 1Q2010 2Q2010 -5.0 2006 2007 2008 2009 1H2009 1H2010
-4.4
-10.0
Maximize branded products mix which would improve operating cashflow and
gross margin as all branded products sales are based on “cash on delivery”
20
21. Product Portfolio: Revenue Contribution
2Q 2008 Revenue 2Q 2009 Revenue 2Q 2010 Revenue
Contribution by Product Contribution by Product Contribution by Product
Continuing to focus of product mix after Sept 2008 Melamine Crisis
21
22. Selected Balance Sheet Items
(USD in millions) As of June 30, 2010
Assets
In September 2009, the Company paid down $34.0
Cash and Cash Equivalents $12.69 million, or 75%, of the $46.0 million outstanding of
its 1% Guaranteed Senior Secured Convertibles
Inventories, Net 58.3
Notes due 2012. The remaining payment,
Property & Equipment (1) 188.8 approximately $11.5 million, was completed at the
end of October 2009. Additionally, the Company's
Biological Assets 54.4
7.75% Convertible Notes due 2009 were fully
Total Assets $421.8 converted as of October 2, 2009 and the Company
has no convertible notes remaining.
Short Term Debt
Current Maturities of Long-Term Debt 7.3 On August 26, 2009, the Company closed private
placement transaction with Sequoia Capital,
Notes and Loans Payable 45.5 through which the Company issued 2.1 million
Long Term Debt, Net of Current Portion 28.5 shares of common stock to Sequoia Capital for an
aggregate purchase price of $63.0 million.
Shareholder’s Equity 151.4
Total Liabilities & Equity $421.8
Simplified Capital Structure with No Convertible Notes
(1) Includes Net Property and Equipment and Construction in Progress.
22
23. Company Highlights
1 A Leading Infant Formula Brand in China
2 Large Market Opportunity with Long-Term, High-Growth Prospects
3 Vertically Integrated Business Model – High Barriers to Entry
4 Stringent Quality Control with State-of-the-Art Equipment and Facilities
5 Nationwide Sales Force with Regional Distribution Centers
6 Experienced Management Team with Proven Track Record
7 Strong Financial Position and Profitability
23