我们的创新、再投资和变革之路.pdf

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1、Don Hill,Chairman Sucro LimitedFebruary 28,2025Our Path of Innovation,Reinvestment and Change2AN ENTREPRENEURS OPPORTUNITY ASSESSMENTIncreasing demand but no real growth in supplySignificant consolidation and market power(choking out innovation)modern benefits of technology and global equipment proc

2、urementpremium margins controlled by production assetsSignificant profitability but virtually no major investments in new refineriesConvergence of high quality raws,and less processed refinedSALESINBOUND LOGISTICS&WAREHOUSING OUTBOUND LOGISTICS&WAREHOUSING Sucro goal was to meet customer demands&nee

3、dswith lower capex costsSOURCING3VALUE DRIVER WITHIN THE SUGAR SUPPLY CHAINOriginal vision viewed the catalyst to value creation was through physical assets and processingREFININGTHIS ISNT YOUR GREAT-GRANDFATHERS SUGAR REFINERCanada,1854“Our mission is to be the leading alternative integrated sugar

4、supplier in North America,leveraging our processing footprint and strategic partnerships to fully service sugar users.“Jonathan Taylor,Sucro Founder&CEO4We have never lobbied for any rule or policy changeswe would differentiate by how we invested,built and operated under current rules.5SUCROS REFINE

5、RY BREAKTHROUGHOriginal Hamilton Refinery First full refinery built in Hamilton,Ontario(2018-2019)was self-funded Innovative and unique micro scale and concept Less refining,higher color sugar meeting customer demand for flexibility in granular sugar needs Micro refinery model was validated output d

6、oubled each of first several years Sucro is now a growing force in Canada Roughly 7%market share1from a relatively tiny investment Proven cost effective and profitable platform Subsequently led to further Innovations,Investments and construction1 Market share estimate based on management estimate 6I