Disclaimer

Forward looking statements

This presentation has been prepared by and concerns Namoi Cotton Limited (Namoi) and consists of these slides and any accompanying commentary. By reviewing/attending this presentation, you acknowledge the following statements / information in this disclaimer.

The information contained in this presentation is for informational purposes only. The information contained in this presentation is not investment or financial product advice and is not intended to be used as the basis for making an investment decision. This presentation has been prepared without taking into account the investment objectives, financial situation or particular needs of any particular person.

No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness or correctness of the information, opinions and conclusions contained in this presentation. To the maximum extent permitted by law, none of Namoi, its directors, employees or agents, nor any other person accepts any liability, including, without limitation, any liability arising out of fault or negligence, for any loss arising from the use of the information contained in this presentation. In particular, no representation or warranty, express or implied, is given as to the accuracy, completeness or correctness, likelihood of achievement or reasonableness of any forecasts, prospects or returns contained in this presentation. Such forecasts, prospects or returns are by their nature subject to significant uncertainties and contingencies.

Before making an investment decision, you should consider, with or without the assistance of a financial adviser, whether an investment is appropriate in light of your particular investment needs, objectives and financial circumstances. Past performance is no guarantee of future performance.

Non-International Financial Reporting Standards (Non-IFRS) information

This presentation may make reference to certain non-IFRS financial information. This information is used by management to measure the operating performance of the business and has been presented as this may be useful for investors. This information has not been reviewed by the Group's auditor.

Notes

References to "FY23" is full year to 28 February 2023 and "FY22" is full year to 28 February 2022.

Numbers in this document are subject to rounding and stated in Australian dollars unless otherwise noted.

References to "Namoi", "Namoi Cotton" or the "Company", are references to Namoi Cotton Limited ABN 76 010 485 588, or its subsidiaries.

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1

Annual General Meeting FY2023

Business performance and outlook

19 July 2023

Our Experience. Our Future

Namoi Cotton is more than a ginner

Namoi Cotton's business spans fibre, feed, supply chain and marketing with ginning being at its core

Cotton Ginning

Co-product Marketing

Lint Marketing

Supply chain

Ginning & Co-products

Cotton Ginning

  • Network of 10 gins at 9 sites serving ~240 growers
  • ~1.5 million bale capacity
  • In-houseengineering

QLD

MacIntyre (1 & 2)

Port of

Mungindi

Brisbane

NSW

Wathagar

Moomin

Merah North

Wee Waa

North Bourke

Warren

Boggabri

Supply Chain & Marketing

Supply Chain(1)

  • 3 warehouses & terminals
  • 2 grain & packing facilities
  • Rail and road transport

Co-products

  • Marketing cottonseed from a network of 10 storages
  • Process and marketing mote from Yarraman gin

3

Hillston Trangie

VIC

Port of

Melbourne

Port

Botany

Cotton gin

Cottonseed shed

NCA Warehouse & IMEX Terminal

NCA grain storage

Australian Classing Services Engineering Services Moss processing (Yarraman)

Cotton Marketing(2)

Cotton lint origination

Exporting to 8+ countries

Cotton classing(3)

(1) NCA JV with LDC - Namoi Cotton has 51% interest

(2) NCMA JV with LDC - Namoi has 15% interest

(3) Australian Classing Services - wholly owned by Namoi

3

Business performance

Merah North Gin

Our values, safety and sustainability

Commitment to a safe workplace and engaged culture for all employees, contractors and customers

Safety

We place safety and health first

Teamwork

We build strong partnerships with our customers and each other

Integrity

Excellence

We keep our

We are efficient and effective

promises

and get the job done

Commitment to safety

Building a resilient and sustainable safety culture where our people choose to work safely

Improved safety lag metrics in FY23

30% reduction in LTIs(1)

50% reduction in LTIFR(2)

Safety initiatives implemented in FY23

DoneSafe providing staff a user-friendly platform

Online induction and training courses for staff

Early intervention program to support injured staff

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(1)

LTI - Lost time injury

(2)

LTIFR - Number of lost time injuries in the financial year / total hours worked in the financial year × 1,000,000

Safety lag indicators

27

27

LTI(1)

23

LTIFR(2)

18

15

15

15

15

10

10

9

7

9

7

4

5

2

0

FY17

FY18

FY19

FY20

FY21

FY22

FY23

Environmental, Social and Governance (ESG)

  • Launched our inaugural Sustainability Report, outlining key indicators and targets for our ESG footprint

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Disclaimer

Namoi Cotton Ltd. published this content on 18 July 2023 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 20 July 2023 08:05:25 UTC.