INVESTMENT PRESENTATION
Q4 FY21 / 2021 02 25
Today's presentation
SIMON PETRÉN
CEO and Founder Humble Group
PREVIOUS EXPERIENCE:
Founder and former CEO of Pändy Foods
AB, entrepreneur and investor
EDUCATION:
M.Sc. at KTH Mechanical Engineering,
Product Innovation
B.Sc. at KTH Industrial Management
B.Sc. at SBS Business Administration
DISCLAIMER - THIS PRESENTATION IS MERELY FOR INFORMATIONAL PURPOSES AND WHERE ALL THE INFORMATION IN THE OFFICIAL QUARTERLY REPORT SHALL PREVAIL, NO NEW OR ERRENDOUS INFORMATION SHALL BE CONSIDERED
2
Humble Group at a glance
A leading FMCG group in the forefront of functional foods and sustainable products
- Humble Group is a Sweden-based FMCG group that supplies cutting edge and healthy sugar reduction and vegan products as well as eco-friendly- and sustainable products for the broader FMCG market
- Humble Group consists of a group of companies and well-recognized brands that refine, develop and distribute functional and sustainable fast-moving consumer products on a global scale
- The Company's business model is to actively identify, evaluate and acquire profitable, cash generative and market-leading FMCG companies within Humble Group's niche
- Humble Group is listed on Nasdaq Stockholm First North Growth Market since November 2014
KEY HIGHLIGHTS
3,749m | 479m | 4.28bn1) | |
SEK total net sales, LTM Q4 | SEK adj. EBITA LTM Q4 | Market cap, | |
2021 pro forma | 2021 pro forma | SEK | |
13% | 5.77bn1) | 29 | |
Adj. EBITA margin | EV fully diluted as per Q4 | Acquisitions since | |
and all upcoming | new strategy, April | ||
transactions in pro forma | 2020 |
3 | Source: Company information. Note: 1) As of Feb 2022-02-24. |
HUMBLE GROUP IS A FUTURE-FMCG POWERHOUSE COMMITTED TO ENABLE PRODUCTS AND BRAND POTENTIAL, WITH A FUNDAMENTAL POSITION IN GLOBAL MEGA TRENDS; FUNCTIONAL FOOD, ECO- FRIENDLY AND SUSTAINABILITY, AND VEGAN PRODUCTS
4 | Source: Company information. |
Humble Group
On a path to disrupt the industry
VISION | MISSION | |
The leading global FMCG group of | WHY | HOW |
sustainable and better-for-you | We want to make people feel better in a | Introducing new ingredients |
products | sustainable way | and FMCG-products, |
enhanced with the latest | ||
WHAT | technology | |
Challenge, innovate and disrupt the FMCG | ||
industry |
Attractive market climate in the FMCG transformation
Environmental concerns, shifting demographics and customer behaviour are drastically changing one of the largest industries
Growing demand for sustainable solutions
ENVIRONMENT & CLIMATE CHANGE
- Increased environmentally-friendly agenda in politics, business and in the public opinion
- Accelerating climate change and increasingly severe consequences due to environmental pollution
- Increased focus on recycling and sustainable materials
DEMOGRAPHICS
- A new generation of consumers emerging with a unique mindset and set of values
- Consumers want committed, transparent brands with sustainable and natural products
- Increased access to information and schooling results in more informed decisions
Millennials and
Generation Z are shaping the future
Diversifying values and lifestyles shifting towards higher requirements for personal health and environment
CHANGING LIFESTYLES
- Increasing demand for reduced sugar, raw or unprocessed foods
- Sustainability, natural and eco-friendly products in focus
- Products and services tailored to individual needs
TRENDS DRIVING A SHIFT IN CONSUMER BEHAVIOUR AND THE COMPETITIVE LANDSCAPE
POLITICAL AND ECONOMIC SHIFTS
- Tax duties levied on high-
sugar/unhealthy foods, CO2 emissions and plastics
- Incomes are rising around the world and consumers can afford quality food (natural, environmentally-friendly etc.)
Power shifts in the global economy and geopolitical landscape
Accelerating
technological change
TECHNOLOGY & DIGITALISATION
- Changing landscape of technological innovation across sectors (acceleration, hyperconnectivity and digitalisation)
- Technology as a driver for foodtech sector and the shift towards substitutes (e.g., meat and sugar)
RESOURCE PRESSURE
- Unsustainable consumption of natural resources
- Growing global demand for materials, land, food and water
- Rising awareness disrupting traditional manufacturers and products
Increasing need to embrace circular models
5 | Source: Deloitte, EY, EEA |
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Humble Group AB published this content on 25 February 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 25 February 2022 07:41:07 UTC.