Ansell Limited · ASX:ANN
Ansell — Shareholder Meeting (October 2017)
11 slides from Ansell's shareholder meeting presentation, Oct 23, 2017
Slide 1: AGM Presentation by retiring Director Dale Crandall
Ansell Limited — A.B.N. 89 004 085 330 T. + 61 9270 7270 Level 3, 678 Victoria Street F. + 61 9270 7300 Richmond, Victoria 3121 Australia www.ansell.com GPO Box 772H Melbourne For personal use only 23 October 2017 Manager Companies Company Announcements Office Australian Securities Exchange Limited
Slide 2: Ansell Limited Annual General Meeting
For personal use only Ansell Limited Annual General Meeting L Dale Crandall 20 October 2017
Slide 3: The Ansell Journey 2002-2017 Contents
For personal use only 01 05 The Ansell Results Journey 2002 - 2017 CONTENTS 02 06 The Recover y The Board Years Leadership 2002 - 2004 Team 03 07 Renew al of The Phoenix Grow th Effect 2005 - 2010 2002 - 2017 04 Acceleration of Grow th & Positioning for the future
Slide 4: The Ansell Journey 2002 – 2017
The Ansell Journey 2002 – 2017 For personal use only “The birth of Ansell Limited marks our transformation from a conglomerate to a single, global business focusing on broad-based healthcare protection, where Ansell already has 97 years of history and experience: providing exceptional solutions, pro
Slide 5: The Recovery Years 2002 – 2004
The Recovery Years 2002 – 2004 For personal use only ANSELL SALES AND EPS 2002 – 2004 $792 $738 $759 $99 • Focus on regaining credibility $84 $85 27.8₵ 15.6₵ -32.2₵ • Implement "Operation Full Potential" F02 Sales ($m) F03 EPS (₵) F04 Note: F05 excludes write-down; 4.7¢ reported • Restructure Pacifi
Slide 6: Renewal of Growth 2005 – 2010
Renewal of Growth 2005 – 2010 For personal use only ANSELL SALES AND EPS 2005 – 2010 $1,116 $1,086 Growing Focus on Emerging Markets $975 $1,003 $812 $849 19% $127 $110 $103 $111 $107 $97 79.0₵ MATURE 54.2₵ 52.7₵ 64.8₵ 65.4₵ 41.1₵ EMERGING 81% F05 F06 F07 F08 F09 F10 Sales ($m) EPS (₵) EBIT ($m) Not
Slide 7: Acceleration of Growth & Positioning for the Future
Acceleration of Growth & Positioning for the Future For personal use only ANSELL SALES AND EPS 2010 – 2017 $1,590 $1,645 $1,573 $1,600 $1,373 $1,207 $1,255 $245 $237 • Start Global Business Units $1,086 $218 $206 $171 $127 $137 $153 • Build Human Capital 121.4₵ 101.2₵ 106.1₵ 109.3₵ 104.5₵ 98.9₵ 91.6
Slide 8: The Results
The Results For personal use only DIVIDENDS OP CASH FLOW AFTER CAPEX US$M 60 250 A¢ US¢ Operating CF Capex 200 50 150 40 100 30 50 20 0 10 -50 0 -100 F03 F04 F05 F06 F07 F08 F09 F10 F11 F12 F13 F14 F15 F16 F02 F03 F04 F05 F06 F07 F08 F09 F10 F11 F12 F13 F14 F15 F16 F17 EPS SHARE PRICE 150 $30 $25 10
Slide 9: The Board Leadership – Ansell Limited
The Board Leadership – Ansell Limited For personal use only Harry Boon Herbert Elliott Peter Barnes Stanley Gold Edward Tweddell Dale Crandall (1989 – 2004) (2001 – 2006) (2001 – 2012) (2001 – 2004) (2001 – 2005) (2002 – present) Douglas Tough Michael McConnell Glenn Barnes Ronald Bell Marissa Peter
Slide 10: The Phoenix Effect
For personal use only The Phoenix Effect
Slide 11: Ansell product brands
Ansell HyFlex’ GamMMex Alphalec’ mMICR@FLEX