Summary of Maple Leaf Foods 2026 Investor Day Company Overview - **Company**: Maple Leaf Foods (OTCPK:MLFN.F) - **Event**: 2026 Investor Day held on March 10, 2026 - **Focus**: Purpose-driven, protein-focused, brand-led consumer packaged goods (CPG) company [1][2] Core Messages and Strategic Blueprint - **Transformation Completion**: The CAD 2 billion transformation of Maple Leaf Foods is complete, establishing a structural competitive advantage [7][33] - **Financial Ambitions**: Clear financial goals set for 2030, targeting approximately CAD 5 billion in revenue and CAD 750 million in adjusted EBITDA [24][22] - **Growth Strategy**: Focus on sustainable revenue growth, margin expansion, and disciplined capital allocation [23][33] Financial Performance - **2025 Results**: Revenue growth of 7.7%, adjusted EBITDA of CAD 476 million (21% improvement year-over-year), and adjusted EBITDA margin of 12.2% [19][21] - **Shareholder Returns**: 52% total shareholder return in 2025, significantly outperforming S&P/TSX Composite and S&P 500 [20][33] Market Position and Opportunities - **Protein Market Growth**: Global demand for protein expected to nearly double by 2050, with protein consumption growing at twice the rate of population growth [12][13] - **Canadian Market Leadership**: Maple Leaf holds number one or two positions in over 13 prepared foods categories, with 90% of revenue from Canada [13][14] Sustainability Initiatives - **Lead the Way Strategy**: Focus on sustainability as a core business strategy, not just compliance [36][57] - **Carbon Neutrality**: Maple Leaf is the first major carbon-neutral food company, with a commitment to reduce emissions by 30% by 2030 [53][31] - **Community Engagement**: Investment in initiatives to address food insecurity in Canada [52][42] Brand Development - **Brand Portfolio**: 35 brands across 19 categories, with a mix of heritage and modern growth brands [59][60] - **Consumer Engagement**: 92% of Canadian households consume Maple Leaf products, providing a strong foundation for growth [67][60] - **Innovation**: Continuous brand renovation and development of new products to meet changing consumer preferences [61][62] Future Growth Platforms - **Core Growth Platforms**: Focus on sustainable meats, building loved brands, impactful innovation, geographic expansion, and customer alignment [25][26] - **Margin Expansion**: Expected to grow at approximately two times the rate of revenue growth [23][26] Conclusion - **Strategic Positioning**: Maple Leaf Foods is well-positioned for future growth with a clear strategy, strong market presence, and commitment to sustainability [22][33] - **Investment Opportunity**: Potential for re-rating of Maple Leaf stock due to outperformance relative to peers and strong financial metrics [20][22]

2026 Investor Day March 10 | Omni King Edward Hotel, Toronto 1 Welcome & Opening Remarks VP, INVESTOR RELATIONS Omar Javed 2 Forward-Looking Statements and Non-IFRS Metrics Forward-Looking Information: This presentation contains certain information that constitutes "forward-looking information" within the meaning of applicable securities law. Forward looking information can be generally identified by words such as "anticipate", "expect", "believe", "may", "will", "should", "estimate", "intend" or other simi ...

Core Insights - Maple Leaf Foods Inc. has announced its financial guidance for 2026, highlighting sustained operational momentum and strategic focus as a protein-centric consumer packaged goods leader [1][2] Strategic and Operational Guidance Highlights - The company anticipates a mid-single digit increase in revenue for fiscal 2026, driven by growth strategies including leadership in Sustainable Meats and expansion in the U.S. market [5] - Adjusted EBITDA is expected to be approximately $520 million to $540 million, supported by revenue growth and margin improvements [5] - Capital investments are projected to be between $160 million and $180 million, focusing on maintenance and productivity enhancements [5] - The company is committed to maintaining an investment-grade balance sheet with a net debt to adjusted EBITDA ratio below 3.0x [5] Commitment to Shareholder Returns - The Board has approved a 10% increase in the quarterly dividend for 2026, raising it from $0.19 to $0.21 per share, marking the eleventh consecutive annual increase [3][5] - The total annual dividend will be $0.84 per share, with the first quarter dividend payable on March 31, 2026 [3] Dividend Reinvestment Plan - The Dividend Reinvestment Plan (DRIP) allows eligible shareholders to reinvest cash dividends into additional common shares at a price equal to 100% of the weighted average closing price for the five trading days preceding the dividend payment date [4] Ongoing Guidance and Investor Day - The company is committed to providing annual guidance, with the 2026 outlook supported by progress on key initiatives and continued margin expansion [7] - Additional details on long-term strategy and capital allocation will be shared at the upcoming Investor Day on March 10, 2026 [7]

Financial Performance - AB Akola Group's consolidated revenue for the 2024/2025 financial year exceeded EUR 1,580 million, representing a 4.9% increase year-over-year [1][3] - The Group's net profit increased by 151.4% to EUR 62.6 million, with EBITDA rising by 51.5% to EUR 111 million [2][3] - The fourth quarter of the 2024/2025 financial year saw consolidated revenue of EUR 414 million, an 8.6% increase from EUR 381 million in the previous year [3] Business Segments - The 'Food Production' segment generated EUR 449.1 million in revenue, with operating profit increasing by 95.6% to EUR 40 million [5] - The poultry business was a major contributor, with gross profit soaring by 103% to EUR 68.9 million, supported by favorable market conditions [6][8] - The 'Partners for Farmers' segment generated EUR 1,151.3 million in revenue, with operating profit improving to EUR 29.4 million [11] Agricultural Performance - The 'Farming' segment reported EUR 47.6 million in revenue, a 9.3% increase, with gross profit at EUR 12.9 million [15] - Agricultural companies harvested 3% more compared to the previous year, driven by strong winter crop yields [16] Market Trends - Consumer preference for sustainable protein sources is rising, while alternative protein prices remain elevated [7] - EU broiler production costs have remained stable or slightly lower, improving producer margins [8] - There is a growing appreciation for higher quality poultry meat raised without antibiotics in Lithuania and Latvia [8][9] Challenges and Opportunities - The poultry market faced challenges from outbreaks of Highly Pathogenic Avian Influenza (HPAI), particularly in Poland and Italy [7] - The 'Other Products and Services' segment generated EUR 20.8 million in revenue, with stable profitability despite rising input costs [17][18]

Industry Overview - The agriculture industry is rapidly transforming due to technological advancements and innovative solutions, driven by rising global population and climate change pressures [2] - Agricultural technology (AgTech) and food innovation are critical in addressing the demand for sustainable and efficient agricultural practices [2] AgTech Innovations - AgTech is revolutionizing food production, processing, and distribution through AI, biotechnology, and automation, leading to increased productivity and sustainability [3] - Techniques such as precision agriculture, lab-grown meat, and plant-based alternatives are reshaping the food industry [3] - Companies like Archer-Daniels-Midland Company (ADM) are adopting AgTech to optimize supply chains and enhance resource efficiency [3] Protein Alternatives - The protein landscape is shifting towards plant-based proteins, lab-grown meat, and fermented products as sustainable alternatives to traditional animal protein [4] - Companies like Beyond Meat, Inc. (BYND) are at the forefront of this shift, catering to health-conscious and environmentally aware consumers [4] - Continuous advancements in food science are making protein alternatives more accessible and affordable despite existing challenges [4] Company Strategies - Companies embracing technological innovations are positioning themselves for long-term success in a changing market [5] - Tyson Foods, Inc. (TSN) is investing in AgTech and food innovation, focusing on sustainable protein production and digital transformation [7] - Hormel Foods Corporation (HRL) is utilizing digital technology and AgTech to streamline operations and enhance food production standards [11] - Ingredion Incorporated (INGR) is a leader in providing ingredient solutions, focusing on clean-label innovation and plant-based proteins [14] Specific Company Initiatives - Tyson Foods is investing in alternative protein innovation and has partnered with companies like Future Meat Technologies to reduce the environmental impact of meat production [8] - Hormel Foods has invested $1.7 million in regenerative agriculture, promoting sustainable practices across 50,000 acres in Minnesota [11] - Ingredion is collaborating with food-tech companies to enhance food systems through sustainable solutions and is involved in regenerative agriculture to improve crop resilience [15][16]