Q2 2020 Earnings Presentation

Disclaimer

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Spe

ed

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reco

very

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oV

ID-1

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“Recovering Economy”Virus contained but sector damage; lower LT trend growth

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4

“Resurgent Economy”Virus contained; strong growth rebound

“Late recovery”Virus recurrence; Return to trend growth. Strong world

rebound

“Economy in Recession”Virus recurrence; Slow LT Growth. Muted world recovery

• Moderate GDP growth

• Oil Prices Recover Slightly

• Sluggish Consumer Demand

• Market Impact of Crisis

• Prolonged GDP Stagnation

• Consumer Income Severe Impact

• High Unemployment, Fewer Expats

• Lower Consumer Demand

• GCC Exports Limited/Banned

• World Supply Systems Constrained

• Strong GDP Growth

• Oil Prices at Pre CoVid-19 Level

• Strong Consumer Confidence

• Strong Product Demand

• Disposable Income High

• Strong Product Demand

• Prolonged Stagnation

• Shift to Staple Foods and Value for Money

Products

• Supply Chain Interruptions

• Widespread Business Failures

• Sales Channel Shifts

• Resize Business

• Reduce Inventories. Lower Capex

• Adapt Product Portfolio

• M&A Opportunities

• Develop Home Delivery

Economics Almarai

GDP

TIME

GDP

TIME

• Strong Growth in Revenue and Market Share

• Reputation Enhanced

• Some M&A Opportunities

• Search and Drive Opportunities for Further

Market Leadership

• Quick-start Journey towards Leaner

organisation

• Fuel for new Strategy

AlmaraiEconomics

GDP

TIME

Economics Almarai Economics Almarai

• Resize Business

• Liquidity Focus Cost & credit control

• Adapt Product Portfolio

• Rebalance Supply Chain: Cost vs Security

• Industry consolidation. M&A opportunities.

• Develop home delivery and online orders

GDP

TIME

• Review Entire Business Model

• Resize Business / Op. Structure

• Supply Chain Changes

• Liquidity / Financing Structure

• Assess New Market Structure

• Competitor Exits / Industry Cons.

• Gov’t Intervention/Protectionism

• Consumer Purchase Power/Pricing

• Sales Channel Shift

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Q & A

Q2 2020 Earnings Presentation Almarai®

Q2 2020 Earnings Presentation

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Q2 2020 Earnings Presentation