Sdi Limited · ASX:SDI
Sdi — Shareholder Meeting (November 2018)
11 slides from Sdi's shareholder meeting presentation, Nov 16, 2018
Slide 1: FY18 AGM
FY18 AGM November 16, 2018 Sage Hotel, Ringwood
Slide 2: Chairman's Address
SDI Chairman’s Address
Slide 3: CEO's Address
CEO’s Address SDI
Slide 4: Financial Performance
FINANCIAL PERFORMANCE 4
Slide 5: FY18 Highlights
FY18 HIGHLIGHTS • NPAT up 1.5% to • Product margins • Full year fully franked Sales v EBITDA $5.7m increased by 1.1% to dividends of 2.5 61.1%, due to product cents up 8.7% • Strong second half and market sales mix, 80 74.1 74.1 74.5 18 result with 2H18 up and Australian • Debt reduction of 70 65.3
Slide 6: Dividends Growth and No Debt
DIVIDENDS GROWTH AND NO DEBT Net Debt & Free Cashflow EPS & DPS • Net cash position with 7.2 strong free cashflow • Increased dividend and 8.0 6.4 7.0 6.4 4.7 4.4 4.0 5.5 3.1 5.2 4.7 4.8 payout ratio reflective of 1.7 2.1 4.0 balance sheet strength and the board’s confidence 2.0 2.6 0.0 2.3 2.5 -0.3
Slide 7: No Longer an Amalgam Company
NO LONGER AN AMALGAM COMPANY Non-Amalgam v Amalgam Sales ($m) • Shifting industry trends 80 identified more than 20 years 70 Total Sales (CAGR 5.5%) ago Non-Amalgam (CAGR 11.7%) 60 • Invested heavily in Research Amalgam (CAGR -0.8%) and Development 50 Inflection point • Non-amalgam products, 40 Whit
Slide 8: Research, Innovation, Results
RESEARCH, INNOVATION, RESULTS • 4 new products to be • Concentrating on • Focused R+D teams launched at the categories that deliver collaborating closely International Dental high sales margins with researchers, Show (IDS) – March universities and 2019 • Building on SDI’s innovation centres world-le
Slide 9: Riva Star - Update
RIVA STAR - UPDATE • Riva Star – focus on • Key study conducted by public health programs Dental Health Services to minimise adverse Victoria (DHSV) restorative procedures • 12 months trial now • “…if the trial is complete with successful, it will encouraging findings change the way we manage tooth
Slide 10: Strategy & Outlook
STRATEGY & OUTLOOK 4 Strategic priorities: • Sales have continued to 1. Rationalise product grow in 1H19 with the portfolio first 4 months ahead of the pcp 2. Focus on key products - Pola, Riva • Whitening and and Composites Aesthetics sales growing faster than market with 3. Drive amalgam amalgam d
Slide 11: Disclaimer
DISCLAIMER THIS PRESENTATION CONTAINS SUMMARY INFORMATION ABOUT SDI LIMITED (SDI) AND ITS SUBSIDIARIES AND THEIR ACTIVITIES. THE INFORMATION IN THIS PRESENTATION DOES NOT PURPORT TO BE COMPLETE. IT SHOULD BE READ IN CONJUNCTION WITH SDI’S OTHER PERIODIC AND CONTINUOUS DISCLOSURE ANNOUNCEMENTS LODGED