Stockland · ASX:SGP

Stockland — 1Q15 Earnings Presentation

11 slides from Stockland's earnings presentation, October 2014

  1. Slide 1: 1Q15 Stockland Update

    1Q15 Stockland Update Stockland Wetherill Park, NSW

  2. Slide 2: Agenda

    Agenda 2 Topic Page Group Update 03 Commercial Property 05 Residential 07 Retirement Living 08 Focus on Business Priorities 09 Summary and Outlook 10 1Q15 Stockland update

  3. Slide 3: Group Update

    Group Update 3  Positive operating performance  Strongest quarter for comparable specialty sales since 2009 Our Our purpose vision  Good momentum continuing in our residential business We believe there’s To be a great Australian  Australand capital profit of c.$80m – to be reinvested in growth a

  4. Slide 4: Creating sustainable, organic growth

    Creating sustainable, organic growth 4 Logistics & Retail Business Parks Office Residential Retirement Living 50% of SGP portfolio1 13% of SGP portfolio1 8% of SGP portfolio1 20% of SGP portfolio1 9% of SGP portfolio1 Artist’s impression Artist’s impression Stockland Baldivis, WA Balcatta, WA 135 Ki

  5. Slide 5: Retail Improving

    Retail Improving 5 12 month comparable growth3: Total Sales by MAT Comparable 1Q15 Total 1Q15 Category1 Growth Annual Growth Comparable Specialties 2.3% to 30 Growth Growth2 Supermarkets 1.7% September DDS/DS (1.4%) Mini-Majors and Other (0.8%) Specialties 3.8% 2.3% 5.7% 4.7% Total 1.0% Supermarkets

  6. Slide 6: Logistics and Business Parks, Office, solid leasing

    Logistics and Business Parks, Office, solid leasing 6 Logistics & Business Parks: Logistics and Business Parks 1Q151 FY14  Over 84,000sqm of leasing activity in the first quarter Leases executed 10,400sqm 349,600sqm  Occupancy maintained at 96.4% Leasing activity under HOA 72,900sqm 16,700sqm  De

  7. Slide 7: Residential

    Residential 7  Continuing residential strength  1,652 net deposits for the quarter, strongest 1Q result in four years Net deposits  Sydney market remains strong  South East Queensland continuing to gather momentum 1,741 1,779 1,652  Melbourne steady with high levels of activity 1,438 252 1,500

  8. Slide 8: Retirement Living

    Retirement Living 8  Reduced net reservations for the quarter, due to: Net reservations  Later start to sales campaign in 1Q15 compared to prior year  One less week of trading in the quarter 237 225 218 232 183  Operating profit tracking to forecast but 1H:2H split affected by campaign timing 16

  9. Slide 9: Focus on business priorities

    Focus on business priorities 9 Priority 1Q15 progress Grow assets and customer base  Retail development pipeline on track, Point Cook and Glasshouse redevelopments have commenced  Sugarland Shoppingtown acquisition  Logistics and Business Park portfolio upgrading underway  Expanding market reach

  10. Slide 10: Summary & Outlook

    Summary & Outlook 10  Good progress on executing our business priorities  Maintaining our strategic capital allocation: 70% Trust, 30% Corporation  We remain on track to achieve our FY15 EPS growth guidance range of 6-7.5%1  FY15 Distribution per security expected to be maintained at 24.0c 1. As

  11. Slide 11: Disclaimer of Liability

    Stockland Corporation Limited Disclaimer Of Liability While every effort is made to provide accurate and complete information, Stockland does not warrant ACN 000 181 733 or represent that the information in this presentation is free from errors or omissions or is suitable for Stockland Trust Managem

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