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Page 1: 7⃣fa❓s (& the ✅s)

7 frequently asked questions...(..& the answers)

Page 2: 7⃣fa❓s (& the ✅s)

! FA❓(..& the ✅s)

Page 3: 7⃣fa❓s (& the ✅s)

How's the integration going...?

Page 4: 7⃣fa❓s (& the ✅s)

$, 😂 Or 😍 ❓

Page 5: 7⃣fa❓s (& the ✅s)
Page 6: 7⃣fa❓s (& the ✅s)

💰💰💰💰💰💰💰💰💰💰

Page 7: 7⃣fa❓s (& the ✅s)

💰💰💰💰💰💰💰💰

Page 8: 7⃣fa❓s (& the ✅s)

🍒🍎🍏🍉📈YoY❓

Page 9: 7⃣fa❓s (& the ✅s)

Total fruit tons

60,000

77,500

95,000

112,500

130,000

Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun

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New🌴🌴🌴🌴❓

Page 11: 7⃣fa❓s (& the ✅s)

🔍🔍💰💰

Page 12: 7⃣fa❓s (& the ✅s)

EHP immature hectares

20,000

30,000

40,000

50,000

60,000

2013 2014 2015 2016

Page 13: 7⃣fa❓s (& the ✅s)

First five years after IPO

-90%

230%

IPO +5yrs

AALIBWPT

Page 14: 7⃣fa❓s (& the ✅s)

Second five years after IPO

IPO +10 years

AALIBWPT

Page 15: 7⃣fa❓s (& the ✅s)

/🌗💰👎❓

Page 16: 7⃣fa❓s (& the ✅s)

🍒🍎🍏🍉📉

Page 17: 7⃣fa❓s (& the ✅s)

New mature hectares

Page 18: 7⃣fa❓s (& the ✅s)

Interest expense = mature %

30%

70%

MatureImmature

Page 19: 7⃣fa❓s (& the ✅s)

& it's not surprising...

Page 20: 7⃣fa❓s (& the ✅s)

EBITDA

-2100

850

2011 2012 2013 2014 2015

Page 21: 7⃣fa❓s (& the ✅s)

EBITDA & EBITDA - CAPEX

-2100

850

2011 2012 2013 2014 2015

Page 22: 7⃣fa❓s (& the ✅s)

/🌗💰333

Page 23: 7⃣fa❓s (& the ✅s)

How to make Eagle high plantations forecast ?

Page 24: 7⃣fa❓s (& the ✅s)
Page 25: 7⃣fa❓s (& the ✅s)

Age Hectares Yield Production

Prime 14,667 25.9 379,88613up

Mature 15,386 22.7 349,2599-12

Young 72,280 12.6 910,7294-8

1,639,875

Page 26: 7⃣fa❓s (& the ✅s)

Sales forecast, RpmNucleus Fruits 1,639,875FFB 6% 98,392

1,541,482OER 23.7% 365,331KER 3.9% 60,118

Page 27: 7⃣fa❓s (& the ✅s)

Sales forecast, RpmNucleus Fruits 1,639,875FFB 6% 98,392

1,541,482OER 23.7% 365,331KER 3.9% 60,118PriceOil 8.0 2,922,650Kernel 4.5 270,530FFB 1.3 127,910Sales 3,321,091

Page 28: 7⃣fa❓s (& the ✅s)

Cash cost per hectare, Rpm 2014Fertilizing & maintenance 6.6Harvesting 2.7Mill 0.9G&A 3.9

1 Plantation Cost 14.12 Opex 4.03 Cash Cost per Hectares(1+2) 18.1

Page 29: 7⃣fa❓s (& the ✅s)

Cash cost per hectare, Rpm 2014Fertilizing & maintenance 6.6Harvesting 2.7Mill 0.9G&A 3.9

1 Plantation Cost 14.12 Opex 4.03 Cash Cost per Hectares(1+2) 18.1

Mature hectares 102,000Cash cost 1,845,580

Page 30: 7⃣fa❓s (& the ✅s)

EBITDA, Rpm

Cash cost 1,845,580Sales 3,321,091EBITDA 1,475,510

Page 31: 7⃣fa❓s (& the ✅s)

EHP Balance sheet, Rpm1H 2015

Mature plantation 6,844,960Immature plantation 2,079,095Addition to immature 175,413PPE 131,988Capex 307,401Debt 7,462,292Equity 6,874,922

Page 32: 7⃣fa❓s (& the ✅s)

EHP Balance sheet, Rpm1H 2015

Addition to immature 175,413PPE 131,988Capex 307,401

Page 33: 7⃣fa❓s (& the ✅s)

EHP Balance sheet, Rpm1H 2015

Addition to immature 175,413PPE 131,988Capex 307,401

Annualized Capex per hectare 17.62015 Immature hectares 38,0002015 capex 667,499

Page 34: 7⃣fa❓s (& the ✅s)

EBITDA & EBITDA - CAPEX

-2100

850

2011 2012 2013 2014 2015

Page 35: 7⃣fa❓s (& the ✅s)

EBITDA & EBITDA - CAPEX

-2100

850

2011 2012 2013 2014 2015

Page 36: 7⃣fa❓s (& the ✅s)

El N💦☁☀❓

Page 37: 7⃣fa❓s (& the ✅s)

Palm oil price & El Ninos

$0

$350

$700

$1,050

$1,400

1960 2015

V strongStrongModerateWeak

Page 38: 7⃣fa❓s (& the ✅s)

Average monthly movement 0.4% EL Nino 1.6%

Current EL Nino 0%

Page 39: 7⃣fa❓s (& the ✅s)

FGV 💲💲💲⬆😑😑😑❓

Page 40: 7⃣fa❓s (& the ✅s)

EBITDA & BWPT

2009 2010 2011 2012 2013 2014 2015 2016

Page 41: 7⃣fa❓s (& the ✅s)

EBITDA & BWPT

2009 2010 2011 2012 2013 2014 2015 2016

Page 42: 7⃣fa❓s (& the ✅s)

EBITDA & BWPT

2009 2010 2011 2012 2013 2014 2015 2016

Page 43: 7⃣fa❓s (& the ✅s)

EBITDA & BWPT

2009 2010 2011 2012 2013 2014 2015 2016

Page 44: 7⃣fa❓s (& the ✅s)

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http://www.slideshare.net/ehplantationsir

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