Karoo Meridian — Marketing & Export Strategy

The marketing and export strategy - the buyer channels, the wool auction and lamb export routes and the pricing approach underpinning Karoo Meridian.

Karoo Meridian Business PlanSection 7 › Marketing & Export Strategy

Section 7 · Business Plan

Marketing & Export Strategy

The marketing and export strategy – the buyer channels, the wool auction and lamb export routes and the pricing approach underpinning Karoo Meridian.

7.1 Domestic strategy

Domestic wool marketing runs through the established broker-auction
system, where quality, preparation standards and certification determine
price relative to the indicator. Meat marketing targets premium
wholesalers, retail chains and high-end butcheries on consistency of
carcass weight and grading, with the traceability story as
differentiator. Stud marketing is reputation-led: production auctions,
breed society participation, performance-test publication and field
days.

7.2 Export strategy

Region Product Channel & requirement
China Fine wool Broker/exporter contracts; FMD-clean status critical; certified clip preferred
Italy / EU Fine certified wool Direct mill relationships; sustainability documentation
UAE Chilled/frozen lamb Halaal certification; approved export abattoir; cold chain
Saudi Arabia Halaal lamb SFDA registration; Halaal audit trail
Qatar Premium lamb cuts High-spec retail programmes
Africa (SADC+) Breeding stock Veterinary export protocols; genetics marketing

7.3 Certification and brand assets

  • Sustainable wool certification for the full clip by Year 3
    (targeting the R7–10/kg certified premium observed at auction)
  • Halaal certification and DALRRD export accreditation via partner
    abattoirs from Year 2
  • Full RFID paddock-to-port traceability as the core brand promise
    to export buyers
  • A branded lamb programme in Phase 3 once volume and consistency
    support retail programmes
Analyst note — export timing risk

Export launch in Year 2 is achievable for wool (the auction system is
export-native) but ambitious for meat: Halaal certification, export
abattoir slots and destination-market registration commonly take 12–24
months. A six-month slip in meat export activation would defer roughly
R7–8m of Year 2 revenue. The DSCR analysis in Section 13 shows Year 2
already at 0.85x; funders should size the interest reserve for this
scenario.

7.4 Offtake and contracting strategy

Bankability improves materially with contracted revenue. The
Company’s target offtake structure at Year 3 is: 40–50% of the wool clip
forward-contracted or committed to exporter programmes (the certified
clip is the contractable portion; the balance rides the auction for
price discovery); 60% of export lamb under annual frame agreements with
two GCC importers with quarterly pricing collars; 100% of feedlot
throughput scheduled against abattoir slots contracted twelve months
forward; and stud/breeding sales uncontracted by nature. These
instruments will be ceded to lenders as security, and the DSCR presented
in Section 12.5 should be read alongside them: contracted cover of even
35–40% of revenue transforms the ramp-period credit story.

Revenue line Contractable share by Y3 Instrument Security value
Wool — certified 40–50% Forward contracts / exporter programmes Cession; verifiable vs weekly indicator
Lamb — domestic 50–60% Retail & wholesale frame agreements Cession of receivables
Lamb — export 60% GCC annual frames, quarterly collars LC-backed; strongest instrument
Breeding stock / stud 0–10% Auction by design Track-record based, not contractable
By-products 80% Skins/oddments standing offtake Modest but stable

7.5 Channel volume targets

Marketing effort is budgeted against explicit channel volume targets,
reviewed quarterly by the board against actuals — the discipline that
converts a marketing strategy into a management instrument.

Channel Y2 target Y5 target Owner
Wool auction (greasy, t) 65 95 Wool Director
Wool forward/certified programmes (t) 7 35 Wool Director
Domestic lamb — wholesale/retail (carcasses) 9,500 19,000 Sales Manager
Export lamb — GCC (carcasses) 1,800 6,500 Export Director
Breeding stock — domestic (head) 900 2,600 Operations Director
Breeding stock — African export (head) 150 700 Export Director
Stud auction (rams + stud ewes, head) 420 CEO / Stud Master

Confidential — this business plan is provided to prospective investors and lenders for evaluation purposes only and may not be reproduced or distributed without the written consent of Karoo Meridian Wool & Livestock (Pty) Ltd.