2 premier player in global agribusiness€¦ · 37% 29% 27% 5% 2% 2 premier player in global...
TRANSCRIPT
37%
29%
27%
5% 2%
2
Premier Player in Global Agribusiness
Key Facts 2014 net sales $81.2 B Employees 33,000 Facilities 760+ Country sales 140+ Market cap ~$30 B* NYSE: ADM
Serving Vital Needs Throughout the World
Ag Services
Oilseeds Processing
Corn Processing
Other
2014 Pro Forma Segment Operating Profit $3.9 Billion
*As of Mar. 23, 2015 Source: 2014 ADM 10K
WILD Flavors & Specialty Ingredients
3
World’s Most Diversified Assets
Oilseeds Processing Corn Processing Wild Flavors & Specialty Ing. Ag Services GrainCorp Wilmar International
Sourcing distribution Processing distribution
160,000 containers shipped yearly
4
Efficiency Technology Fleet Optimization Asset Utilization Leverage
Transportation: Core Competency & Competitive Advantage
28,000 Railcars 9 Owned Bulk Carriers 32 Leased
1,600 Trucks & Trailers 2,600 Barges
5
The ADM Advantage
Ingredients & Solutions
Customer Franchise & Advantaged Key
Building Blocks
Basic Processing
Raw Materials & Cost Position
Origination & Logistics
Team ADM Teamwork Knowledge
Agility
Global Market Intelligence & Merchandising Acumen Strategic Relationships
6
ADM’s Proven Core Model
Source Transport Process Transform Distribute Market & Sell Corn
Oilseeds
Wheat
Cocoa
Food
Feed
Fuel
Industrial
Expand the Size and Global Reach of our Core Model
Setting the Competitive Standard
Capture Value Across the Chain
Financial strength and industry acumen underpin the chain and drive value
Corporate Transportation Goals - 2015
Optimize the Core Optimize rail fleet ( car type, transit time, dwell ) Reduce costs ( accessorial, switching, routing, dwell vs storage decisions,
cycle time costs ) Drive Operational Efficiencies Imbed with all ADM Divisions (understand the business group’s operation
and philosophies...ensure they know our strategies and philosophies) Build familiarity with our RR partners Measure everything to effectively evaluate performance (internal &
external)…..Root cause analysis Permanent solutions / S.O.P’s for reoccurring issues
Match ADM yard operations with serving RR Maximize transparency with ADM business groups
Expand Strategically Grow Third Party Logistics business (monetize our expertise and RR
access) Find additional uses for ADM rolling stock during seasonal lulls Be a quality transportation source for global projects
Knowledge
from the
Noise
Rail capacity competition
Source: AAR
11
PADD = Petroleum Administration for Defense District
Source: U.S. Energy Information Administration estimates
based on analysis of data from the Surface Transportation
Board and others.
PADD = Petroleum Administration for Defense District
Source: U.S. Energy Information Administration estimates
based on analysis of data from the Surface Transportation
Board and others.
PADD = Petroleum Administration for Defense District
Source: U.S. Energy Information Administration estimates
based on analysis of data from the Surface Transportation
Board and others.
PADD = Petroleum Administration for Defense District
Source: U.S. Energy Information Administration estimates
based on analysis of data from the Surface Transportation
Board and others.
PADD = Petroleum Administration for Defense District
Source: U.S. Energy Information Administration estimates
based on analysis of data from the Surface Transportation
Board and others.
US Dollar Strength
Loaded ADM Unit Train OTD %
Detroit, MI to Marlboro, MA Analysis
Thank You