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Astral Foods Limited

Astral Foods Limited. Market Update Presentation March 2012. Contact details. Astral Foods Limited. Tel: + 27 (0) 12 667 5468 Fax: + 27 (0) 86 504 2002  Astral Foods Corporate Office 92 Koranna Avenue, Doringkloof Centurion, 0157 , Gauteng, South Africa .

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Astral Foods Limited

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  1. Astral Foods Limited Market Update Presentation March 2012

  2. Contact details Astral Foods Limited • Tel: +27 (0) 12667 5468 Fax: +27 (0) 86 504 2002  • Astral Foods Corporate Office • 92 Koranna Avenue, Doringkloof Centurion, 0157, Gauteng, South Africa • Website: www.astralfoods.com

  3. Market Information

  4. Raw materials – Yellow Maize

  5. Raw materials – Soybeans

  6. Safex Yellow Maize price from October 2004 Source: CJA Strategic Risk Brokers

  7. Safex Yellow Maize vs CBOT Corn in Rand terms Source: CJA Strategic Risk Brokers

  8. Poultry imports + 29%

  9. Total poultry imports - chicken, turkey and MDM Tons Industry trends and statistics |

  10. Poultry imports per month + 29% 2006 2010 2007 2008 2009 2011

  11. Per capita consumption: South Africa Industry trends and statistics |

  12. Industry broiler selling prices Rand per kg 36 month average = R13.17 Source: SAPA Industry trends and statistics |

  13. Broiler price vs maize price vs feed price vs imports Rand per kg Rand &tons

  14. Broiler price vs food price inflation Rand per kg Source: CJA Strategic Risk Brokers

  15. Anti-dumping tariffs

  16. Brazil provisional anti-dumping duty % imports by country - 2011

  17. Brazil provisional anti-dumping duty

  18. Brazil benchmark – broiler efficiencies (2011) + 29% Source: Astral, USDA & Nutron Brazil Industry trends and statistics |

  19. Astral broiler production performance (37.8 days) (34.7 days)

  20. Competition commission matters

  21. Outlook – short term

  22. Q & A

  23. DISCLAIMER The information and opinions contained in this document have been compiled or arrived at by Astral Foods from sources believed to be reliable and in good faith, but no representation or warranty, express or implied, is made to their accuracy, completeness or appropriateness. All opinions and estimates contained in this document are subject to change without notice. Astral Foods undertakes no obligation to update, or to correct any inaccuracies which may become apparent in this document. Astral Foods does not accept any liability whatsoever for any direct, punitive or consequential loss arising from any use of this document or its contents. This document is incomplete without reference to, and should be viewed solely in conjunction with the oral briefing provided by Astral Foods. The document contains forward-looking statements about the company’s operations and financial conditions. They are based on Astral Foods best estimates and information at the time of writing. They are nonetheless subject to significant uncertainties and contingencies many of which are beyond the control of the company. Unanticipated events will occur and actual future events may differ materially from current expectations due to new business opportunities, changes in priorities by the company as well as other factors. Any of these factors may materially affect the company’s future business activities and its ongoing financial results.

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