Whitefield Industrials Limited · ASX:WHF
Whitefield Industrials — Shareholder Meeting (August 2026)
15 slides from Whitefield Industrials's shareholder meeting presentation, Aug 17, 2026
Slide 1: 2026 Annual General Meeting
For personal use only _WHF 2026 Annual General Meeting 103RD YEAR 17 AUGUST 2026
Slide 2: Company Officers
_Company Officers For personal use only Angus Gluskie Lance Jenkins Mark Beardow Chairman Director Director Jenelle Webster Will Seddon Stuart Madeley Director Director Company Secretary
Slide 3: Important information
_Important information For personal use only General, Limited Commentary: This document contains information about Whitefield and the markets in which it operates. The document is limited in scope and accordingly may not contain all the information necessary for an investor to make an investment dec
Slide 4: About us
_About us Experience. For personal use only Efficiency. Innovation. Reliability. Integrity. For over 100 years, Whitefield has provided Australian investors with an avenue for efficient wealth creation. • Whitefield Industrials – launched 1923 • Whitefield Income – launched 2024 Our longevity is tes
Slide 5: Investment characteristics
_Investment characteristics A DIVERSE EXPOSURE TO THE AUSTRALIAN ECONOMY For personal use only WHF aims to provide investors with _Australia’s strengths returns through: The Australian economy has fundamentally good characteristics that drive long-term outcomes: • Regular dividends • politically sta
Slide 6: FY2026 Results and Outlook
_FY2026 Results and Outlook For personal use only
Slide 7: Operating Profit
_Operating Profit For personal use only WHITEFIELD INDUSTRIALS LTD (ASX: WHF) NPAT to $21.1m EARNINGS PER SHARE EPS to 17.5cps 20 Encouragingly, around 65% of investments maintained or increased dividends over the year. 15 However, net profit was slightly Cents below the prior year as a result of: 1
Slide 8: Dividends to shareholders
_Dividends to shareholders For personal use only WHITEFIELD INDUSTRIALS LTD (ASX: WHF) June dividend DIVIDENDS PER SHARE maintained 21 • 10.5 cents fully franked final 18 (No attribution to LIC Discount Gains) 15 • Total dividends for year 21 cents 12 Cents • Gross annual dividend yield 6.1% 9 on Ma
Slide 9: Investment Returns
_Investment Returns Outperforming over short WHITEFIELD INDUSTRIALS LTD (ASX: WHF) For personal use only and long terms RETURNS TO MARCH 2026 Returns to 31 March 2026 1 Yr 3 Yr pa 5 Yr pa 40 Yr pa Portfolio Returns (before tax, costs and franking credits) WHF Portfolio 2.70% 9.79% 7.25% 9.90% Benchm
Slide 10: Investment Exposures
_Investment Exposures Portfolio balancing profitability, WHITEFIELD INDUSTRIALS LTD (ASX: WHF) For personal use only earnings momentum and value NET SECTORAL OVER/UNDER WEIGHT AS AT 31 JULY 2026 Giving greatest emphasis to: • Real Estate: CQE, WPR, CLW, CMW, CNI. • Technology: HSN, BVS, DTL, TNE, SE
Slide 11: Market Outlook
_Market Outlook Key takeaways For personal use only LONG-TERM RETURN ASX INDUSTRIALS UNIVERSE SUPPORTED BY: Population 1-2% pa • Long-term core Australian market Inflation 2-3% pa growth remains well supported by fundamental economic Productivity variable % pa drivers. Yield and equity risk • Produc
Slide 12: Understanding LIC Performance
_Understanding LIC Performance LICs are ‘after-company tax’ investments For personal use only • Performance can only be assessed against before tax-indexes or other investments if LIC returns are grossed up for company tax paid Returns to 31 March 2026 1 Yr 3 Yr pa 5 Yr pa 40 Yr pa Portfolio Return
Slide 13: Long-term outcomes
_Long-term outcomes For personal use only WHITEFIELD INDUSTRIALS LTD (ASX: WHF) $10,000 invested 40 years VALUE OF $10,000 INVESTED OVER 40 YEARS ago has generated ~$1m of total investment return Investors buying WHF in 1986 have benefitted from: • The ASX200 Industrials return • The WHF portfolio o
Slide 14: Net Asset Backing vs Market Price
_Net Asset Backing vs Market Price For personal use only WHITEFIELD INDUSTRIALS LTD (ASX: WHF) On-market Buy- PRICE RELATIVITY TO ASSET BACKING Back introduced Whitefield Industrials has introduced an on-market Buy-Back of WHF shares • Closed-end traditional equity funds in Australia have been tradi
Slide 15: Questions?
For personal use only _Questions?
Whitefield Industrials — Shareholder Meeting (August 2026) on 6ix