Genesis Energy Limited · NZX:GNE
Genesis Energy — Non-Deal Roadshow (May 2021)
19 slides from Genesis Energy's roadshow presentation, May 3, 2021
Slide 1: South Island Roadshow Presentation (Market Release)
MARKET RELEASE Date: 5 May 2021 For personal use only NZX: GNE / ASX: GNE South Island Roadshow Presentation Genesis Energy Limited (GNE) Chief Executive, Marc England and Chief Financial Officer, Chris Jewell will, this week, be conducting a roadshow with several investors throughout the South Isla
Slide 2: Genesis Energy South Island Roadshow May 2021
For personal use only Genesis Energy South Island Roadshow May 2021 Second line can be in orange Marc England – Chief Executive Chris Jewell – Chief Financial Officer
Slide 3: Presenters
Presenters For personal use only Marc England Chief Executive - MBA, MENG Marc joined Genesis in May 2016. He is responsible for the leadership, strategic direction and management of all its business interests. Prior to joining Genesis, Marc was Executive General Manager New Energy at AGL Energy in
Slide 4: Genesis Overview and Strategy
For personal use only Genesis Overview and Strategy 3. 3 M AY 2021
Slide 5: Genesis is New Zealand's largest energy retailer
Genesis is New Zealand’s largest energy retailer, generating electricity from a diverse portfolio of thermal and renewable assets throughout the For personal use only country KEY INFORMATION Revenue (FY20): NZ$2.6 billion EBITDAF (FY20): NZ$356 million Gross Dividend Yield*: 6.7% Share Price*: NZ$3.
Slide 6: For personal use only
For personal use only 5. GENESIS ENERGY SOUTH ISLAND ROADSHOW
Slide 7: We've refreshed our purpose, strategies and vision
We’ve refreshed our purpose, strategies and vision as we head into the 2020s For personal use only Empowering New Zealand’s sustainable future 6. GENESIS ENERGY SOUTH ISLAND ROADSHOW
Slide 8: Empowering New Zealand's sustainable future
For personal use only Empowering New Zealand’s sustainable future Continue to leverage the stability from our diverse Deliver more revenue streams, and grow in markets where we identify from our core compelling opportunities. Manage an economic transition to a lower carbon Navigate the portfolio, de
Slide 9: Our Future-gen strategy
Our Future-gen strategy focuses on the opportunity to deliver value uplift by actively managing the energy transition For personal use only New renewables displacing baseload 1 thermal Empowering 2 Enable a flexible fuel portfolio New Zealand’s sustainable 3 Create value with backup thermal future 8
Slide 10: Our refreshed retail strategy emphasises six key priorities
Our refreshed retail strategy emphasises six key priorities, delivering more for our core whilst building for the future For personal use only 1 Create residential experiences that build customer loyalty Grow our market share of 2 small business customers Empowering 3 LPG #1 or #2 in every region Ne
Slide 11: Continuing emissions reductions with Science Based Targets
We’re continuing emissions reductions by setting Science Based Targets consistent with limiting warming to 1.5°C For personal use only Reduce direct emissions Reduce indirect emissions Target Year 1: Scope 1 & 2 Scope 3 % % Reduce emissions2 by at least 1.2 million tonnes 1. Target is based on our F
Slide 12: Alignment with five UN Sustainable Development Goals
Genesis now aligns with five of 17 of the United Nations Sustainable Development Goals For personal use only • Local employment • Future-gen • Gender Pay Gap • Iwi Partnerships • Science-Based pathways Strategy • Genesis School- • Tilt Renewables Target • POU Limited • Zilch gen Trust • Department o
Slide 13: Genesis Investment Proposition
For personal use only Genesis Investment Proposition 12. 3 M AY 2021
Slide 14: Annualised TSR of 16.8% and continual dividend growth
Genesis has delivered an annualised TSR of 16.8% and continual dividend growth since listing in 2014 For personal use only MARKET LEADING DIVIDEND YIELD CONSISTENT DIVIDEND GROWTH SINCE LISTING IN 2014 14.0 17.5 12.0 17.0 10.0 Gross Dividend Yield 16.5 8.0 Gross Dividend (cps) 16.0 6.0 15.5 4.0 15.0
Slide 15: Financial track record: on track for the $400m target
Our financial track record shows we’re a business that does what it says it will do – we are on track for the $400m target set in FY16 For personal use only FY17 to FY21 EBITDAF FY17 TO FY20 DIVIDEND CENTS PER SHARE & PAY-OUT HISTORY Current guidance 2 $ Millions Dividends (CPS) % of Free Cash Flow
Slide 16: Genesis is well positioned for market uncertainties
Genesis is well positioned for market uncertainties For personal use only Market Industrial Gas Pace of Carbon uncertainties closures availability electrification pricing Largest residential supplier We have Transition Future-gen long-term rights to expected to benefit will lower gas electricity Gen
Slide 17: Why invest in Genesis?
Our commitments Why invest in Genesis? For personal use only Distinctive customer Attractive growing experiences dividend Improve customer Net Promoter Score Earnings growth and improved balance sheet Limit climate change Science based target Reducing carbon for 1.5°C by 2025 exposure Stable diverse
Slide 18: Disclaimer
Disclaimer For personal use only This presentation has been prepared by Genesis Energy Limited (‘Genesis Energy’) for information purposes only. The information in this presentation is of a general nature and does not purport to be complete nor does it contain all the information required for an inv
Slide 19: Further questions please contact
For personal use only Further questions please contact: Tim McSweeney – Investor Relations Manager timothy.mcsweeney@genesisenergy.co.nz M: 027 200 5548