Ansell Limited · ASX:ANN
Ansell — Shareholder Meeting (November 2020)
19 slides from Ansell's shareholder meeting presentation, Nov 5, 2020
Slide 1: ASX cover letter: Chairman's Address & CEO Presentation
5 November 2020 Manager Companies For personal use only Company Announcements Office Australian Securities Exchange Limited Level 4, Stock Exchange Centre 20 Bridge Street SYDNEY NSW 2000 Dear Sir / Madam ANSELL LIMITED: Chairman’s Address & CEO Presentation – 2020 AGM Please find attached the addre
Slide 2: Chairman's Address
ANSELL LIMITED CHAIRMAN’S ADDRESS Good morning, Ladies and Gentlemen. My name is John Bevan and I am the Chair of Ansell Limited. It is my great pleasure to welcome you today. For personal use only Before I open the meeting, I would like to take you through the procedural aspects of the meeting. Tod
Slide 3: Chairman's Address: meeting opening and board introductions
The Company Secretary has confirmed that a quorum is present, and I declare this Annual General Meeting open. The Notice of Meeting was released on 28 September 2020, and with your approval, I will take the notice as read. This is a shareholders’ meeting and only shareholders, their attorneys, proxi
Slide 4: Chairman's Address: pandemic and PPE demand
The factories have managed the pandemic due to high quality systems in place, sensible re-configuration of work and rigorous controls on movements in and out of production areas. They’ve done this in this face of unprecedented demand, reaching supply levels the company has never achieved before. Sec
Slide 5: Chairman's Address: remuneration and closing
We intend to complete a thorough review of our remuneration framework this year which may lead to changes for FY22. Where any evolutions are made to our framework, we will ensure strong alignment to the fundamentals of our business and the shareholder experience, and we will consult widely before ma
Slide 6: F'20 Annual General Meeting CEO Report
For personal use only F’20 Annual General Meeting CEO Report Magnus Nicolin – Managing Director & CEO 5 November 2020
Slide 7: Disclaimer
For personal use only ANNUAL GENERAL MEETING F'20 Disclaimer The following presentation has been prepared by Ansell Limited (Ansell or the company) for information purposes only. The information contained in this presentation is a summary only and does not purport to be complete. It should be read i
Slide 8: Ansell, The Safety Company
For personal use only ANNUAL GENERAL MEETING F'20 Ansell, The Safety Company LOST TIME INJURY (LTI) ANSELL SAFETY EXPERTISE Strong safety performance, recording injury rates amongst lowest of global peers LTIs per 100 Employees per Annum COVID-19 safety practices stringently applied to plants an
Slide 9: F'20 Statutory Results
For personal use only ANNUAL GENERAL MEETING F’20 F’20 Statutory Results (US $million)1,2,3 F’19 F'20 % CC4 % Sales 1,499.0 1,613.7 7.7% 9.3% EBIT 157.3 219.7 39.7% 61.2% Profit Attributable 111.7 158.7 42.1% 67.8% EPS (US¢) 82.6¢ 121.8¢ 47.5% 74.2% Dividend (US¢) 46.75¢ 50.00¢ 7.0% Delivering in
Slide 10: Effective Execution Delivering Strong Performance Despite COVID-19
ANNUAL GENERAL MEETING F’20 For personal use only Effective Execution Delivering Strong Performance Despite COVID-19 Operational Challenges in F’20 SALES EPS¹ ROCE %¹ ² KEY POINTS • Delivered 7.6% Organic⁶ Growth. Exceptional $1,613.7m 121.8¢ 14.0% performance from HGBU +13.4%. IGBU delivered +7.7%
Slide 11: Exceeded Financial Goals for all Metrics
For personal use only ANNUAL GENERAL MEETING F'20 Exceeded Financial Goals for all Metrics FINANCIAL GOALS F’20 RESULT KEY COMMENTS Exceeded target, strong performance entering F’20 H2, 3-5% ORGANIC GROWTH +7.6% Organic, further accelerated due to COVID-19 PER ANNUM +9.3% CC Full year contribution f
Slide 12: Ansell Strategy Delivering Benefits
For personal use only ANNUAL GENERAL MEETING F'20 Ansell Strategy Delivering Benefits CONTINUED OPTIMISATION OF INVESTING IN MANUFACTURING TRUSTED BRANDS AND PORTFOLIO CAPABILITY SALESFORCE EXPANSION Deliberate focus on safety and ~$500m in capital expenditure in Core and industry known brands
Slide 13: Actions Taken in COVID-19 Environment
For personal use only ANNUAL GENERAL MEETING F'20 Actions Taken in COVID-19 Environment FOCUS ON SAFETY FOCUS ON MANUFACTURING FOCUS ON CUSTOMERS Ensuring Safety of our Employees Maximising Supply to Meet Demand Supporting Distributors & End Users • Temporary closure of offices worldwide • Focused o
Slide 14: COVID-19 Impact on Key Industries Now & Near Term
For personal use only ANNUAL GENERAL MEETING F'20 COVID-19 Impact on Key Industries Now & Near Term NET POSITIVE IMPACT (>40% EXPOSURE) Acute Care Alternate Life & Bio Government Food Warehousing / Janitorial- Exam Care1 Science Processing Logistics Sanitation NET NEUTRAL IMPACT (~25-35% EXPOSURE) S
Slide 15: Demand Was Particularly Elevated in NA & APAC
For personal use only ANNUAL GENERAL MEETING F'20 Demand Was Particularly Elevated in NA & APAC F’20 ORGANIC GROWTH BY REGION • COVID-19 associated increase in demand started in China in February 2020. This then expanded to EMEA in March 2020 and was shortly followed by NA/LAC EMEA NA +4.4% • EMEA &
Slide 16: CSR & Sustainability Highlights
For personal use only ANNUAL GENERAL MEETING F'20 CSR & Sustainability Highlights MODERN SLAVERY & SAFETY TCFD COMMUNITY • Continued to strengthen and further • Undertook climate change scenario • Hands-On with HyFlex® Day across develop our human rights policy analysis for our largest manufacturing
Slide 17: Ansell "Tuned" Shareholder Value Creation Model
For personal use only ANNUAL GENERAL MEETING F'20 Ansell “Tuned” Shareholder Value Creation Model By Being Ansell will Targeting Gain Share Performance Differentiated • Organically through delivery of superior value 3-5% organic growth p.a.* Business • Accelerate growth through acquisitions Focused
Slide 18: F'21 EPS Guidance
For personal use only ANNUAL GENERAL MEETING F'20 F’21 EPS Guidance EPS RATIONALE F’21 GUIDANCE – EPS¢ Ansell has a balanced portfolio with strong brands and is well positioned EPS in US¢ YoY CC 145.0 to respond and adapt to impacts from COVID-19 which is expected to YoY +9-17% CC remain around du
Slide 19: Ansell brands
Ansell HyFlex’ GAMMEX Alphalec’ MICR@FLEX’