Shriro Holdings Ltd. · ASX:SHM
Shriro — Shareholder Meeting (April 2018)
20 slides from Shriro's shareholder meeting presentation, Apr 19, 2018
Slide 1: Chairman's Report
Chairman’s Report For personal use only It is with pleasure that at this third Annual General Meeting of Shriro Holdings Limited since its Listing in June 2015, I can report that your Company has achieved further profit growth. In calendar year 2017, Shriro increased net profit after tax by 10% over
Slide 2: AGM Shriro April 2018
For personal use only April 2018 AGM Shriro
Slide 3: Shriro Holdings Limited AGM presentation April 2018
SHRIRO HOLDINGS LIMITED For personal use only SHM AGM presentation April 2018
Slide 4: Your Board
John Ingram For personal use only YOUR B OA R D Tim Hargreaves Vasco Fung Greg Laurie 2
Slide 5: Tim Hargreaves
For personal use only TIM HARGREAVES 1991 1999 2001 2018 Commenced with Shriro and Joined Canon as Re-joined Shriro as Appointed Shriro CEO held various product management Head of Retail sales Head of Casio Australia Exposure to a wide variety of roles with Toshiba and Casio consumer product markets
Slide 6: December 2017 Highlights
DECEMBER 2017 HIGHLIGHTS For personal use only NPAT up Strong operating cash flows of 9.8% $17.2M (CY16: $15.9M) Revenue up Net debt more than halved to 2.6% $2.0M (30Jun16: $5.5M) Global expansion of ‘everdure by heston blumenthal’ is progressing in line with expectation Dividends for CY17 of 11.0
Slide 7: Timepiece
For personal use only TIMEPIECE 5
Slide 8: Timepiece
For personal use only TIMEPIECE • G-Shock showing solid growth since the Global launch of the 35th anniversary ranges and promotional activity that was launched in November 2017 • Strong bricks and mortar foundation, with a large presence in the jewellery and department store channels • Sales throug
Slide 9: Casio Baselworld 2018
For personal use only CASIO BASELWORLD 2018
Slide 10: G-Shock Smart Technology
For personal use only G-SHOCK SMART TECHNOLOGY • INNOVATION • World first solar assisted GPS navigation watch • Wireless charging • Smart phone pairing via Bluetooth 8
Slide 11: Appliances
For personal use only APPLIANCES • Market conditions remain challenging compared to 2017 • Multi-dwelling developments are slowing and single dwellings developments are expected to be flat • Renovation market is expected to grow • Retailer margin compression is expected to result from online competi
Slide 12: BBQs: everdure by Heston Blumenthal
BBQS • EVERDURE BY HESTON BLUMENTHAL For personal use only https://www.shriro.com.au/uploads/Germanvideosocialmedia.mp4 10 German Launch Video
Slide 13: BBQs: everdure by Heston Blumenthal
BBQS • EVERDURE BY HESTON BLUMENTHAL For personal use only • International market expansion continues, ‘everdure by heston blumenthal’ was launched in the USA and Germany earlier this year – to positive feedback • USA is the largest BBQ market in the world, U$7 billion*. Shriro has partnered with Wi
Slide 14: International Markets Expansion
INTERNATIONAL MARKETS EXPANSION For personal use only USA, Canada and (Planned) (Planned) 2018 Germany Launch 2019 France, Italy and 2021 Asia (March 2018) Russia 12
Slide 15: BBQs: HPBA Event in USA
BBQS • HPBA EVENT IN USA For personal use only Largest grill / BBQs trade event in the USA ‘everdure by heston blumenthal’s HUB product was awarded category winner for charcoal, wood barbecues and smokers. 13
Slide 16: BBQs: Williams Sonoma Catalogue
BBQS • WILLIAMS SONOMA CATALOGUE For personal use only Iconic Catalogue – May 2018 228 US STORES 14
Slide 17: BBQs: Williams Sonoma Catalogue
BBQS • WILLIAMS SONOMA CATALOGUE For personal use only ‘everdure by heston blumenthal’ has 4 pages – circulation 14 million* 15 *sourced from Shriro US distributor*
Slide 18: Strategy
S T R AT E G Y For personal use only Grow organically, by setting a Shriro management is strong foundation, in the right aiming for at least 15% of markets, which is a low risk revenue to be derived approach, with a long term from exports within 5 years outlook INNOVATION REPUTATION Shriro aims to l
Slide 19: Outlook
O U T LO O K For personal use only Broad range of products expected to 01 assist in maintaining EBITDA margin Investment for global expansion is 02 being made in CY18, which is setting the foundation for future years Shriro’s focus on product and market 03 development will continue to underwrite lon
Slide 20: AGM Shriro April 2018
For personal use only April 2018 AGM Shriro