Bluescope Steel Limited · ASX:BSL
Bluescope Steel — Shareholder Meeting (November 2007)
27 slides from Bluescope Steel's shareholder meeting presentation, Nov 14, 2007
Slide 1: 2007 Annual General Meeting
For personal use only 2007 Annual General Meeting 14 November 2007
Slide 2: Safety Announcement
For personal use only Safety Announcement
Slide 3: Annual General Meeting - Graham Kraehe, Chairman
For personal use only Annual General Meeting Graham Kraehe Chairman 14 November 2007
Slide 4: Board of Directors
Board of Directors For personal use only GRAHAM KRAEHE DANIEL GROLLO TAN YAM PIN PAUL RIZZO Chairman Non-Executive Director Non-Executive Director Non-Executive Director KEVIN McCANN DIANE GRADY PAUL O’MALLEY RON McNEILLY Non-Executive Director Non-Executive Director MD & CEO Deputy Chairman Page 4
Slide 5: Notice of Meeting
Notice of Meeting For personal use only Page 5
Slide 6: Annual Report
For personal use only Annual Report Page 6
Slide 7: Chairman's Address
For personal use only Chairman’s Address
Slide 8: Performance
For personal use only Performance Page 8
Slide 9: Second best year ever
Second best year ever For personal use only Revenue A$ 8.9 billion (Up 11%) 2003 2004 2005 2006 2007 NPAT A$ million 452 584 982 338 686 Earnings Per Share 95 ¢ (Up nearly 100%) Page 9
Slide 10: For personal use only
For personal use only Page 10
Slide 11: Shareholder Returns
For personal use only Shareholder Returns Page 11
Slide 12: Dividends
Dividends For personal use only Total Annual Dividend 47¢ per share (Up 7%) - all fully franked Total Returns $3.15 per share (A$2.3 billion) - over past 5 years Page 12
Slide 13: BSL's 5-Year TSR Index is nearly double the ASX Top100
BSL’s 5-Year TSR Index is nearly double the ASX Top100 For personal use only 457 BSL 239 ASX100 100 YEAR YEAR 2002 2007 Page 13
Slide 14: Asset Management
For personal use only Asset Management Page 14
Slide 15: Initiatives
Initiatives For personal use only • Sale of Vistawall • Closed Taiwan business • Ceased Tin Mill operations in Port Kembla • Acquired Smorgon Steel Distribution (renamed BlueScope Distribution) Page 15
Slide 16: Capital Projects
For personal use only Capital Projects Page 16
Slide 17: Western Sydney Service Centre
Western Sydney Service Centre For personal use only Page 17
Slide 18: 2nd paint line to be built in Cilegon, Indonesia
2nd paint line to be built in Cilegon, Indonesia For personal use only Page 18
Slide 19: Corporate Social Responsibility
For personal use only Corporate Social Responsibility
Slide 20: Environment
For personal use only Environment Page 20
Slide 21: Workplace Relations
Workplace Relations For personal use only BSL Manhours lost to Industrial Action (Australia-wide) 200000 150000 Hours 100000 50000 0 2001 2002 2003 2004 2005 2006 2007 Page 21
Slide 22: Safety
Safety For personal use only BSL Lost Time Injury Frequency Rate 18 16 Injuries per million hours worked 16 14 14 12 10 8.0 8 Reported global IISI performance 6 4.8 4.1 4 3.5 3.5 2.8 1.8 1.5 2 0.9 0.8 0.4 0 1995 1997 1999 2001 2003 2005 2007 Page 22
Slide 23: Corporate Governance
For personal use only Corporate Governance
Slide 24: Events since year end
For personal use only Events since year end
Slide 25: A solid first four months
A solid first four months Another strong operations performance at all facilities For personal use only UPSTREAM MID & DOWNSTREAM North America Australia ¾ HRC price to scrap cost ¾ increased customer focus spread narrowed relative to previous year Asia Australia ¾ Stable, with opportunities
Slide 26: For personal use only
For personal use only Page 26
Slide 27: Annual General Meeting - Paul O'Malley, Managing Director & CEO
For personal use only Annual General Meeting Paul O’Malley Managing Director & CEO 14 November 2007
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