Tamawood Limited · ASX:TWD
Tamawood — Investor Presentation (August 2017)
11 slides from Tamawood's investor presentation, Aug 30, 2017
Slide 1: Tamawood Investor Presentation - August 2017
For personal use only 30 August 2017 Tamawood Investor Presentation - August 2017 Please note we apologise but have made an amendment to page 8 of the Investor Presentation and have released a new version. Please find attached the amended Tamawood Investor Presentation - August 2017. Geoff Acton Com
Slide 2: TWD Investor Presentation 30th August 2017
178.28% For personal use only 145.90% 129.87% 100% TWD Investor Presentation 30th August 2017 97.20%
Slide 3: Growth in TWD Housing Starts versus HIA Housing Starts in QLD
30th August 2017 Growth in TWD Housing Starts as a % versus HIA Housing Starts in QLD as a % Growth in TWD Housing Starts as a % versus HIA Housing starts in QLD as a % For personal use only 160% 153.29% 149.21% 150% 140% Percentage 130.40% 130% 128.02% 126.66% 120% 115.86% 120.60% 110% 111.50% 100%
Slide 4: Growth in TWD Housing Starts versus HIA Housing Starts in NSW
30th August 2017 Growth in TWD Housing Starts as a % versus HIA Housing Starts Growth in TWDin NSW Housing Startsas as aa% % versus HIA Housing Starts in NSW as a % AL For personal use only 400% 385.00% 350% 285.00% 300% Growth (%) 250% 200% 166.00% 150% 119.75% D certificate of 116.00% 109.80% regi
Slide 5: TWD Wages as a % of Total Revenue versus HIA Statistics
30th August 2017 TWD WagesTWD asWages a %asof Total Revenue versus HIA Statistics a % of Total Revenue versus HIA Statistics 19.00% For personal use only 17.00% 16.60% 16.30% 16.10% 16.30% 15.00% Wages as a % of Total Revenue 13.00% TWD % includes Sales Commissions and Wages 11.00% 9.00% 7.12% 7.13%
Slide 6: Advertising Spend of Construction Revenue and Construction Revenue Growth
30th August 2017 Advertising Spend as a % of Construction Revenue and Construction Advertising Spend as a % Revenue growth of Construction Revenue and as a% Construction Revenue Growth as a % For personal use only 178.28% 180% 3.00% 170% 2.50% 160% 2.40% Construction Revenue Growth (%) 145.90% 150%
Slide 7: Growth in Profit versus Cost Growth
30th August 2017 Growth in Profit as a % versus Cost growth as a % Growth in Profit as a % versus Cost growth as a % For personal use only 200% 183.02% 180% 162.00% 160% 161.95% 140% Growth (%) 129.09% 120% 125.46% 100% 103.10% 98.23% 80% 84.37% 60% 2014 2015 2016 2017 Profit Growth Cost Growth BEST
Slide 8: TWD Profit Before Tax after Interest Expense versus HIA Industry Statistics
30th August 2017 TWD Profit Before Tax after Interest Expense as a % of Total Revenue versus HIA Industry Statistics TWD Profit Before Tax after Interest Expense as a % of Total Revenue versus HIA Industry Statistics For personal use only 12.00% 11.41% 10.82% 11.00% 9.99% 10.00% Profit Before Tax (%
Slide 9: Grossed up Fully Franked Dividend Growth and Yield
30th August 2017 Grossed up Fully Franked Dividend Yield Grossed up Fully Franked Dividend Growth 40 11.00% 10.60% 10.59% 37.14cents For personal use only 35.71cents 35 10.00% 32.86cents 9.94% 30cents 30cents 30 9.00% 8.17% 8.68% 25 8.00% Dividend Yield (%) Dividends (cents) 20 7.00% 15 6.00% 10 4.6
Slide 10: TWD Share Price
30th August 2017 TWD Share Price TWD Share Price 4.5 6500 For personal use only 4 6000 3.5 5500 TWD Share Price ($) All Ords Index ($) 3 5000 2.5 4500 2 4000 2012 2013 2014 2015 2016 2017 TWD Share Price All Ords Index “We thank our shareholders by continuing our successful shareholder discount prog
Slide 11: Franchisees and Disclaimer
30th August 2017 QUEENSLAND Franchisees DISCLAMER ROCKLEA CAIRNS 1821 Ipswich Road, Rocklea QLD 4106 172-174 Mulgrave Rd, Wescourt, QLD 4870 Management of Tamawood Limited (ABN 56 010 954 499) and its subsidiaries (collectively ‘Tamawood’) has made every effort to CHERMSIDE MACKAY ensure the accurac