News: BAL Bellamy's Australia Expects Additional One-Off Inventory Write-Down In H1, page-35

A few insights presentation: 

Child cereals: which make up 45% of the market and are BAL marquee product. 

60% of baby products sold in chemist warehouse

are BAL products

Last 18 months all supply chain relationships have been reset for organic production. All organic sourcing channels are sustainable and have solid relationship down to the farmers. BAL have gone from single to multiple supply chains to mitigate risk and increase partner relationships.

we have done no marketing in Malaysia, due to regulatory government restrictions. Yet have still grown the business 2 fold from positive word of mouth

In Asia Cross border price integrity is maintained across all regions so as not to discredit the brand

QR coding. Authenticate and track product through supply chain for consumers and in-house BAL tracking. With relaunch date going forward 

Upgrade of production ready to go once approval is received for camper downs. Upgrade will triple capacity in the initial stages