Orica Limited · ASX:ORI
Orica — Citigroup Conference (March 2004)
16 slides from Orica's conference presentation, Mar 12, 2004
Slide 1: | Broomh ead
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Slide 2: Agenda
AGENDA ¢ Orica Background ¢e Where to From Here ¢ Looking Forward ¢ Questions
Slide 3: Orica - Background
ORICA - BACKGROUND
Slide 4: Orica - Snapshot
ORICA - snaPpsHoT ¢ Australian owned publicly listed company trading on the Australian Stock Exchange * Operate in over 30 countries - 9000 employees * Comprised of four business platforms - all leaders in their chosen markets ¢ Our products and services impact on every part of modern life ¢ Ranked
Slide 5: What we do
Orica - what we do Mining Services * Commercial explosives plus blast management Chemicals * Niche chemical manufacturing plus Busi chemical trading, value add and uSINESSes distribution unite py cnemica Consumer Products sciences * Paint, paint preparation and premium consumer garden care products
Slide 6: What makes our businesses attractive
Orica - what makes our businesses attractive * Our businesses operate largely in good industry structures * Our businesses have a record of delivering consistent steady returns * We have privileged asset position in Australia and overseas * Our businesses are market leaders - brands and technology C
Slide 7: Why should you invest?
Orica - why should you invest? * Orica is positioning to be the number one global “niche” chemical company through: — market leadership in niche markets and/or selected geographies — significant expansion opportunities — the delivery of consistent economic profits ¢ We have strict financial investme
Slide 8: Approach to how we do things
Orica - Approach to how we do things Strategy
Slide 9: What our approach has delivered
Orica - What our approach has delivered NPAT ASV Orica NPAT and Share Price Pilitiitiii qu NPAT oa Share price FIXUP, CLEANUP,GROW tw
Slide 10: Creating value for shareholders
CREATING VALUE FOR SHAREHOLDERS Orica share price performance compared to Australian All Ordinaries 380 : Apr-03 Jun-03 Aug-03 Oct-34 fo / , | Dec-03 Feb-04 3 & 8 3 3 3 ° a ir 8 8 8 8 8 3 ¢ oD 8 6 2 &$ 3 2 6 g 2 — Orica — All Ordinaries _ ABOVE AVERAGE MARKET RETURNS _ 10
Slide 11: Where to from here?
WHERE TO FROM HERE?
Slide 12: Our strategic principles
Orica = our strategic principles ¢ Market leadership ¢ Growing only value adding businesses ¢ Related growth LOW RISK VALUE CREATION 12
Slide 13: Simple strategy with superior results
Orica - Simple strategy with superior results Bolt on acquisitions a amc and geographic $ LD _ expansion 9 Capital ) Plant expansions that $ oo meet IRR 15% & y : Expenditure 18% RONA minimum as} Growth in & earnings Productivity S a ee | Z ly) ] J + Im provements Organic growth and e increased C).
Slide 14: Where do growth opportunities lie?
Orica - Where do growth opportunities lie? Mining Services Chemicals « New geographies . Leverage off existing acquisitions + Plant expansions . * Organic growth * Organic growth oo, * Commercialisation of new technologies Consumer Products Fertilisers * Capturing synergy benefits &. * Supply chain
Slide 15: Looking forward
Orica - Looking forward ¢ Excellent businesses that provide sound footing for growth * Strategy for growth is relatively low risk * Our businesses have a record of delivering consistent steady returns * Continued focus on efficiency as well as executing strategy and improving culture * Positioning O
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