BASF Agricultural Solutions Markus Heldt President Crop Protection Division Sanford Bernstein Annual Agriculture Conference London March 10, 2015 150 years
1 Positioning & strategy 2 Financial results & targets Sales of 500 million in 2020 3Global Growth R&Dlevers: network 3.1 Portfolio 2014:New development Biostacked launches and global 3.2 Growth expansion markets in 2014 3.3…
Positioning & strategy Financial results & targets Growth levers Summary & outlook 150 years Population growth drives crop demand, triggering innovation in agriculture BASF Agricultural Solutions Capital Market Story 2015 * Source:…
Positioning & strategy Financial results & targets Growth levers Summary and outlook 150 years Farmer Expenses Crop Protection represents only small share of overall costs Farmer expenses 2014F* Farmer expenses in the U.S. in % U.S. Ag…
Positioning & strategy Financial results & targets Growth levers Summary & outlook 150 years Accelerated crop protection market growth * GDP: Annual percentage change of a country's GDP in constant prices. Agriculture industry:…
Positioning & strategy Financial results & targets Growth levers Summary & outlook 150 years Crop protection: Six leading innovators BASF with top growth rates over 5-year time frame 2009-2014 FY sales 2014 5,446m CAGR* 8%…
Positioning & strategy Financial results & targets Growth levers Summary & outlook 150 years Positioning & strategy Evolution of crop protection innovators offering Crop protection has become a solutions business Market demand…
Positioning & strategy Financial results & targets Growth levers Summary & outlook 150 years Positioning & strategy Strategic positioning, product examples Weed control Disease control Kixor F500 Crop Insect control Urban pest…
150 years 1 Positioning & strategy 2 Financial results & targets Sales of 500 million in 2020 Global R&D network 3 Growth levers 2014:New Biostacked launches and global expansion in 2014 Broad product innovation on horizon 3.1…
Positioning & strategy Financial results & targets Growth levers Summary & outlook 150 years Financial results We stick to our long-term EBITDA margin target of 25% million FY 2014 FY 2013 % Q4 2014 % Sales* 5,446 5,227 +4% 1,109…
Positioning & strategy Financial results & targets Growth levers Summary & outlook 150 years Financial results A regionally balanced market presence 3rd Party sales FY 2014 by region 2014 in million Europe: Strong performance in…
Positioning & strategy Financial results & targets Growth levers Summary & outlook 150 years Financial results A balanced portfolio, with new segment Functional Crop Care 3rd Party sales FY 2014 by indication 2014 in million…
Positioning & strategy Financial results & targets Growth levers Summary & outlook 150 years Financial results & targets Keeping the momentum towards 8 billion sales target in 2020 BASF Agricultural Solutions Capital Market Story…
Positioning & strategy Financial results & targets Growth levers Summary & outlook 150 years Financial results & targets Further profitable growth targeted with 25% EBITDA (average) BASF Agricultural Solutions Capital Market Story…
Positioning & strategy Financial results & targets Growth levers Summary & outlook 150 years Our growth levers Innovation Acqui- pipeline Emerging sitions markets Services Portfolio High profitability 23.8% EBITDA*…
150 years 1 Positioning & strategy 2 Financial results & targets Sales of 500 million in 2020 Global R&D network 3 Growth levers: 2014:New Biostacked launches and global expansion in 2014 Broad product innovation on horizon…
Positioning & strategy Financial results & targets Growth levers Summary & outlook 150 years Portfolio development Blockbuster fungicide F500 BASF Agricultural Solutions Capital Market Story 2015 18
Positioning & strategy Financial results & targets Growth levers Summary & outlook 150 years Portfolio development New blockbuster fungicide Xemium continues to thrive Xemium New carboxamide fungicide; one a.i. covers all market…
Positioning & strategy Financial results & targets Growth levers Summary & outlook 150 years Portfolio development Continuing innovation in insecticides: E.g. Termidor systems Termidor success story (launches 2000-2013)…
Positioning & strategy Financial results & targets Growth levers Summary & outlook 150 years Portfolio development Continued flow of new herbicide launches esp. in the Americas U.S. herbicide launches by BASF Zidua Outlook Integrity…
Positioning & strategy Financial results & targets Growth levers Summary & outlook 150 years Portfolio development Clearfield system for weed management Sunflower 5M ha Russia, Ukraine, Bulgaria, Hungary, Argentina High-yielding…
Positioning & strategy Financial results & targets Growth levers Summary & outlook 150 years Portfolio development Offering is moving towards integrated solutions Fallow / Burndown Seed Solutions Pre/Post Emergence Crop Care Soil…
Positioning & strategy Financial results & targets Growth levers Summary & outlook 150 years Portfolio development AgMusaTM: Game changer in sugarcane planting Sourcing Production and treatment Delivery excellence Nurseries…
Positioning & strategy Financial results & targets Growth levers Summary & outlook 150 years Portfolio development Functional Crop Care Crop Care Products to manage abiotic stress factors (heat, cold, nutrient deficiency) and thus…
Positioning & strategy Financial results & targets Growth levers Summary & outlook 150 years Portfolio development Functional Crop Care Target: 500m sales in 2020 Functional Crop Care is a key growth field with significant…
150 years 1 Positioning & strategy 2 Financial results & targets Sales of 500 million in 2020 Global R&D network 3 Growth levers: 2014:New Biostacked launches and global expansion in 2014 Broad product innovation on horizon…
Positioning & strategy Financial results & targets Growth levers Summary & outlook 150 years Increasing importance of growth markets Brazil now the largest crop protection market Crop protection markets Total 2013 CP market: 41m in…
Positioning & strategy Financial results & targets Growth levers Summary & outlook 150 years Increasing importance of growth markets Third-party sales in growth markets Success in growth markets in billion Over-proportional sales…
Positioning & strategy Financial results & targets Growth levers Summary & outlook 150 years Increasing importance of growth markets Growth market sales (indexed) BASF Agricultural Solutions Capital Market Story 2015 * CAGR…
Positioning & strategy Financial results & targets Growth levers Summary & outlook 150 years Increasing importance of growth markets Local grower business models: Samruddhi Samruddhi in India Trained agronomists safeguard successful…
150 years 1 Positioning & strategy 2 Financial results & targets Sales of 500 million in 2020 Global R&D network 3 Growth levers: 2014:New Biostacked launches and global expansion in 2014 Broad product innovation on horizon…
Positioning & strategy Financial results & targets Growth levers Summary & outlook 150 years Innovation & investments Innovation involves internal and external partners Global R&D Innovation network platform Core of our business…
Positioning & strategy Financial results & targets Growth levers Summary & outlook 150 years Innovation process: 8-10 years Active ingredient discovery and development Discovery phase Development phase Registration Synthesis Field…
Positioning & strategy Financial results & targets Growth levers Summary & outlook 150 years Innovation & investments Commitment to R&D is rewarded by strong pipeline growth in million R&D commitment is rewarded 2,300 ** Consistent…
Positioning & strategy Financial results & targets Growth levers Summary & outlook 150 years Innovation & investments R&D commitment drives earnings growth BASF Agricultural Solutions Capital Market Story 2015 36
Positioning & strategy Financial results & targets Growth levers Summary & outlook 150 years Innovation & investments A differentiator: High share of raws from Verbund sources Raw materials: Make or buy Make: Raws from the Verbund…
Positioning & strategy Financial results & targets Growth levers Summary & outlook 150 years Innovation & investments Intensive capex program across all regions Capex development Capex 2010-2014 in million F500: 3rd plant expansion…
Positioning & strategy Financial results & targets Growth levers Summary & outlook 150 years Services AgIT: Farmers need to manage multiple decision parameters Wheat prices Fertilizer Financials prices Task Fleet management…
Positioning & strategy Financial results & targets Growth levers Summary & outlook 150 years Services AgIT: Todays IT situation does not meet farmers needs Agriculture 2.0 Precise mapping of field conditions at farmers finger tip…
Positioning & strategy Financial results & targets Growth levers Summary & outlook 150 years Financial services for farmers BASF balances farmers risk exposure BASF helps farmers to cope with uncertainties BASF offers financial…
Positioning & strategy Financial results & targets Growth levers Summary & outlook 150 years Working with farmers & food value chain partners Food value chain partnerships Sustainability goes beyond regulatory requirements…
Positioning & strategy Financial results & targets Growth levers Summary & outlook 150 years Clear commitment to sustainable agriculture Enable farmers to grow more quality food more efficiently Economy Support farmers to make…
Positioning & strategy Financial results & targets Growth levers Summary & outlook 150 years Managing sustainable farming with Balance assessment Management tool supports sustainable farming BASF Agricultural BASF Agricultural…
150 years 1 Positioning & strategy 2 Financial results & targets Sales of 500 million in 2020 Global R&D network 3 Growth levers: 2014:New Biostacked launches and global expansion in 2014 Broad product innovation on horizon…
BASF Agricultural Solutions Capital Market Story 2014 46
150 years BASF Agricultural Solutions Capital Market Story 2014 47
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