Lindsay Australia Limited · ASX:LAU
Lindsay Australia — H1 2017 Earnings Presentation
15 slides from Lindsay Australia's earnings presentation, Mar 20, 2017
Slide 1: Lindsay Australia HY17 Results
For personal use only ASX: LAU LINDSAY AUSTRALIA HY17 Results 22 March 2017
Slide 2: Agenda/Overview
AGENDA/OVERVIEW CONTENTS SLIDE For personal use only ABOUT LINDSAY AUSTRALIA 3 BUSINESS OVERVIEW 4 THE LINDSAY NETWORK 5 GROUP RESULT 6 SEGMENT RESULTS 7 LINDSAY FRESH LOGISTICS 8 STRATEGIC INITIATIVES 9 SAFETY & COMPLIANCE 12 LINDSAY WAY 13 2
Slide 3: About Lindsay Australia
ABOUT LINDSAY AUSTRALIA Founded in 1954, Lindsay Australia provides cold chain logistics to customers through an integrated domestic and international network. Adding value to horticultural producers throughout the production chain. For personal use only Lindsay Australia comprises three companies c
Slide 4: Logistics, Rural, and Export: Together adding value
LOGISTICS, RURAL, AND EXPORT Together adding value For personal use only FROM PADDOCK TO PORT Lindsay Australia’s business units share common customers within the horticulture industry which gives the Group a strategic advantage by providing a unique end-to- end service solution. With the recent add
Slide 5: The Lindsay Network
THE LINDSAY NETWORK The network refers to our people, facilities, and equipment spread across regional towns and cities. It is why we reliably support our customers. LINDSAY RURAL For personal use only Brisbane Warehouse Kyabram Berri Mareeba Bowen Adelaide Brandon Mildura Bundaberg North Mundubbera
Slide 6: Group Result
GROUP RESULT ABOUT THE RESULT RESULTS (000s) HY2017 HY2016 VARIANCE %∆ NPAT grew 8.47% on the pcp (previous Revenue 177,143 168,919 8,224 4.9% corresponding period) driven by increased EBITDA 20,932 19,888 1,044 5.2% contributions from both Rural and For personal use only Reported NPAT 5,939 5,475
Slide 7: Segment Results
SEGMENT RESULTS ABOUT THE RESULT TRANSPORT Transport revenue increased $1.83 million on the pcp, driven by increased import and export sales RESULTS (000s) HY2017 HY2016 VARIANCE %∆ through Lindsay Fresh Logistics. For personal use only Transport Revenue 121,266 119,431 1,835 1.5% Poor weather c
Slide 8: Lindsay Fresh Logistics
LINDSAY FRESH LOGISTICS In its full first year of operation, LFL continues to add value through the integrated logistics chain. Import/Export continues to provide the highest value to the facility, with high expectations for continued growth in the services For personal use only During the yea
Slide 9: Delivering on Our Strategic Plan
DELIVERING ON OUR STRATEGIC PLAN Initiative Status Next Steps Fleet Renewal Complete Maintain Mildura Depot Complete Continued partnerships For personal use only Burdekin Acquisition Complete Reduce costs & grow customer base Adelaide Depot Complete Build customer base servicing the North & West Rep
Slide 10: Postle St
POSTLE ST In November 2016 the business moved into the new consolidated site in Acacia Ridge, South East Queensland. For personal use only The new site brings together a new Transport terminal including storage capacity of over 2,300 pallets and 4,200 sqm of refrigerated area, mechanics workshop
Slide 11: Mareeba
MAREEBA The new Mareeba site commence operation in late 2016. The Tableland region is considered one of the fastest growing regions in Australia due to the favourable growing conditions found in the area. The tropical conditions makes quick access to cold storage essential for preserving For per
Slide 12: Safety and Compliance
SAFETY AND COMPLIANCE The Group follows a strict safety first policy, nothing we do justifies hurting ourselves or others. The business continually strives to maintain the most effective, harm reducing policies and procedures to ensure the safest possible environment for all. For personal use only
Slide 13: Our Values
For personal use only OUR VALUES Each of these elements is individually significant but in combination they are the basis of how we operate everyday to build a sustainable business for the future. SAFETY ALWAYS Choose to make safety a personal value; think SAFE, act SAFE, be SAFE. We have an obligat
Slide 14: Our Values
For personal use only OUR VALUES Each of these elements is individually significant but in combination they are the basis of how we operate everyday to build a sustainable business for the future. INDUSTRY INNOVATORS Constantly challenge ourselves to provide and develop new innovations. Innovation i
Slide 15: Disclaimer
DISCLAIMER Despite anything stated in this notice or elsewhere in the document, none of the information (whether considered separately or together) constitutes an offer, invitation, solicitation, advice or recommendation with respect to the issue, purchase or sale of any shares in Lindsay Australia