Asia Roadshow Investor Presentation
Released
Released
Announcement PDF
ASIA ROADSHOW
INVESTOR PRESENTATION
JULY 2025
ASX: OMG
DISCLAIMER & IMPORTANT INFORMATION
CORPORATE OVERVIEW
MAJOR
SHAREHOLDERS
SNAPSHOT
Shares on issue:
Market capitalisation (at
$0.008/share):
Options on issue:
Performance rights:
52 week high-low:
BOARD &
MANAGEMENT
728m
Anthony Adams
14.24%
Steve Smith
10.51%
$5.8m
240m
Daniel Rootes
5.69%
Board & management:
8.50%
Top 20:
62.09%
Non-Executive Chair
Mr Daniel Rootes
Managing Director &
CEO
Mr Alex Aleksic
Non-Executive Director
Mr Tim Freeburn
Company Secretary
Mr Bill Pavlovski
Nil
$0.016 - $0.004
Debt:
Nil
Cash at bank (30 Jun 25):
641k
COMPANY OVERVIEW
OMG Group
continues to
consolidate its
position as a leading
capital - light brand
manager in the
‘better for you’
segment of the
FMCG sector.
Delivering on four
key pillars:
B
Better-for-you
products that
prioritise health,
wellness and high
quality ingredients
E
Elevate and
amplify brands
through impactful
marketing and
partnerships,
driving growth
S
Strict and
disciplined working
capital use with a
distinct focus on
profitability
T
Talent derived
from an expert
board and
management, and
strategic
collaborators
BETTER- FOR- YOU PRODUCTS
Delivering high quality products through two established
brands, Blue Dinosaur and Oat Milk Goodness. Rapidly
growing sales through online and traditional channels
ESTABLISHEDPRODUCT SUITE:
Scaling a healthy snack food range through multiple SKUs over two
brands
HIGH QUALITY INGREDIENTS:
Utilising clean, natural ingredients and simple product formulations to
appeal to an established demographic
INNOVATION :
Continued improvements to formulations and new porudct
development to meet health conscious consumer needs
EDUCATION:
Content and packaging that informs consumers through partnerships,
branding, social media and activations
ELEVATE & AMPLIFY
Using existing resources and relationships to increase awareness across customer groups,
through cost-effective marketing
COLLABORATIONS
ACTIVATIONS
Leveraging ambassadors including
Alex Carey, Steve Smith, the
Melbourne Mavericks and others to
create authentic content
Key sponsorships including the
Noosa Triathlon, Sydney Half
Marathon and McGrath Foundation
to target consumers directly
PARTNERSHIPS
INNOVATIVE CAMPAIGNS
Collaborations with brands,
platforms and KOLs to broaden
reach
Strategic marketing to target a
defined audience, aimed to
emphasise healthy lifestyle choices
STRICT CAPITAL
MANAGEMENT
Clear focus on OPEX reduction and revenue growth, with a
pathway to profitability
Data Driven
Decisons
Internal frameworks to measure campaign
effectiveness and SKU performance. Products tested
online, before broader launch online and in-store
Cost Efficiencies
Ongoing review of operational costs and continued
supplier negotiations
ROI Focus
Established KPIs for all marketing initiatives and internal
projects
Working Capital
Management
Continued elimination of supply chain costs through
expanded economies of scale, flowing through to a
per-unit margin growth to progress profitability
TALENT
An optimised Board, management and
ambassadors – all with an established track record
RENEWED FOCUS:
Completely refreshed Board and management team with
distinct experience in the FMCG sector and scaling brands
NETWORK:
Leveraging relationships in the sector with KOLs,
ambassadors, manufacturers with specialised knowledge in
brand growth
FAN NETWORK AND AUDIENCE:
Utilising top-tier ambassadors and engagement with
sporting teams with established followings to support
marketing initiatives, enhance brand loyalty and leverage
insights for new production development
A MAJOR MARKET OPPORTUNITY
Now well positioned to capitalise on growing consumer trends in a major market
$168Bn in food
retailing revenue in
2023
Growing focus on
healthier eating
Reformulations by
FMCG companies
Rising demand for
local production
43.5% growth in
ecommerce in
Australia
FMCG products, are
critical to Australia’s
economy and have
considerable growth
potential – this unlocks
a significant
opportunity
67% of consumers in
2023 made an effort to
consume more protein.
Consumers increasingly
choose products that
are plant based and
low sugar.
Multiple companies are
reformulating products
to reduce sugar and
artificial additives to
drive nutritional value –
OMG is already there
Over 75% of Australian
consumers purchase
locally made products
– OMG is positioned to
capitalise on
sustainability and local
support
Consumers increasingly
prefer online shopping
for convenience and
pricing purposes – OMG
has an optimized digital
presence and
capabilities
1. https://www.statista.com/statistics/1294840/australia
-retail-trade-revenue-by-segment
-trends-influencing-consumers-in-2024
2 https://nielseniq.com/global/en/insights/analysis/2024/wellness
3. https://www.igd.com/Social-Impact/Articles/Food-companies-make-products-healthier-at-accelerated-pace--in-response-to-H/32250
https://www.euromonitor.com/article/beverage-manufacturers-drive-reformulation-efforts-through-sugar-reduction
https://pmc.ncbi.nlm.nih.gov/articles/PMC10261815/
https://www.sciencedirect.com/science/article/pii/S0306919223001136
4. Australia: Consumers Who Consider Sustainability in Purchasing Decisions 2022 | Statista
5. https://www.goodman.com/about-goodman/insights/ecommerce-trends-the-ecommerce-expansion
* Please note the above information is sourced publicly and FFF has not verified, and cannot guarantee, the
accuracy, correctness or completeness of the above statistics
A GROWING MARKET PRESENCE
E- Commerce
Increased traction for both brands through D2C (website) channels and global ecommerce platforms for high-margin, immediately cash generative sales
⚬Designated as a priority growth channel by new management
⚬Growing ecommerce footprint reflected by 128% sales increase (Moving Annual Total basis) for Blue Dinosaur in the 12 months to April 2024
B2B retail
Strong existing footprint complemented by ongoing expansion of ranging agreements with across a large range of major retail outlets nationwide
⚬Recent distribution highlights led by third product ranging agreement with Costco valued at $133,000 – the largest order to-date
⚬New management prioritised distribution in the Australian market, strengthening existing partnerships and building a diversified network of
major retailers
⚬Discussions ongoing for additional ranging agreements for expanded product suite post-acquisition
INCREASED DISTRIBUTION
Strategic distribution partnerships have been identified by the Board and management
team as a major pathway for growth.
Multiple strategic distribution agreements in place; diversified footprint across Australian market which are
aggressively leveraged to drive growth based on mutually agreed sales targets
Significant near-term growth opportunity in the domestic market; potential access to +1,000 store networks
through established distribution platforms such as Unique Health Products and Food & Dairy Co
Commercial discussions with multiple partner groups; dynamic market where one agreement can provide
the catalyst for material uplift in sales
Discussions also well-advanced to expand distribution footprint to key target markets in India and South-East
Asia, in partnership with Australian government trade representatives
Multi-brand portfolio strengthens distribution pathway by presenting a more attractive offering to potential
partners with diversified revenue channels
RECENT PROGRESS
Strong progress to date highlights ongoing execution of company strategy
OMG
acquisition
All-scrip deal added
$1.2m per year in
revenue, new product
range and increased
distribution
SKU expansion
for growth
Ecommerce
sales
Ambassador
appointments
Profit
growth
New OMG products
developed to drive
sales, with stocking
across Woolworth’s
and other key retailers
Revised ecommerce
channels across
broth ranges with
sales strategy
implemented
Prominent Australian
cricketeers and
netballers to support
sponsorships and
sales expansion
April monthly sales up
218% to ~$450,000
with QoQ growth
continuing alongside
OPEX reductions
Phase 3
STRATEGY & OPERATING
TRANSFORMATION
Strong foundation laid for significant growth
in FY26
Transformation of business operating model and strategy
implemented following appointment of Mr Alex Aleksic as CEO in
July 2023
Board and management refreshed with key executives with
demonstrated track record in food and beverage sector alongside
new strategy implementation
Acquisition of Oat Milk Goodness brand in September 2024 as part
of broader M&A strategy – provided immediate accretive sales and
marketing opportunities
Multiple high profile international athletes secured as ambassadors
including Alex Carey (Australian cricketer) and Eleanor Cardwell
(Melbourne Mavericks)
Corporate rebrand implemented to reiterate rigorous business
approach and strategic growth opportunities - trading under OMG
Group Limited (ASX:OMG) from May 2025
RECENT FINANCIAL PERFORMANCE
Ongoing revenue uplift in FY25 underpinned by execution of company strategy
Sales growing rapidly with total FY 25 net sales of
$4.13m - up 63% on prior year comparative period
$1.3m in net sales delivered in Q4 FY25 – marking
the third straight quarter
where net sales have
exceeded $1m
Consistent uplift in ecommerce
delivered invoiced
sales of ~$1.51m on a Moving Annual Turnover
bases – up 132% on PCP
Recent sales increases provides pathway towards
profitability – higher revenue being generated
from a lower cost base
on an ongoing basis
Closed FY25 with lowest cash burn from operations
($54k), alongside positive cashflows
in June of
$242k – Highlighting FY26 potential
Receipts from customers increased by 253% YOY
to $1.656m for Q4 FY25, significantly influenced by
the over indexing of Blue Dinosaur eCommerce
business
BLUE DINOSAUR RANGE
PROTEIN BALLS
SNACK BARS & BITES
PROTEIN BARS
PROTEIN POWDER
OMG RANGE
Barista Blend 1L:
Australia’s only barista oat milk with
no seed oils
PrOATein 350Ml:
Australia’s first functional oat milk
with 20g of protein per serve, low
sugar, no seed oils and dairy free
Chocolate and coffee launched with
more flavours to launch
NEW PRODUCT DEVELOPMENT
A range of new formats and flavours to drive growth across our target audiences
NEAR TERM VALUE CATALYSTS
Strong foundation set for rapid growth in the coming months
ECOMMERCE
DISTRIBUTION
GLOBAL MARKETS
PRODUCT
TARGETED M&A
• Sales momentum
expected to continue
in H2 2025
• High-margin sales
support group
revenue profile
• Leverage existing
footprint to secure
new agreements
• Significant
opportunity to
materially expand
sales footprint
• Transition from US to
high-growth AsiaPacific markets
• Discussions
advancing with key
regional partners
• Investment in new
SKUs and productmix optimisation
based on proprietary
market research
• Management
currently assessing
opportunities to
expand brand
portfolio through
targeted M&A
CONTACT
ALEX ALEKSIC
CHIEF EXECUTIVE OFFICER
ALEX.ALEKSIC@OMG-GROUP.COM.AU
HENRY JORDAN
SIX DEGREES INVESTOR RELATIONS
HENRY.JORDAN@SDIR.COM.AU
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