Bluescope Steel Limited · ASX:BSL
Bluescope Steel — Investor Presentation (November 2006)
39 slides from Bluescope Steel's investor presentation, Nov 24, 2006
Slide 1: Slide 1
Slide 2: Disclaimer
THIS PRESENTATION IS NOT AND DOES NOT FORM PART OF ANY OFFER, INVITATION OR RECOMMENDATION IN RESPECT OF SECURITIES. ANY DECISION TO BUY OR SELL BLUESCOPE STEEL LIMITED SECURITIES OR OTHER PRODUCTS SHOULD BE MADE ONLY AFTER SEEKING APPROPRIATE FINANCIAL ADVICE. RELIANCE SHOULD NOT BE PLACED ON INFOR
Slide 3: Our Focus: derive maximum value from the growing China steel construction industry
Our Focus: derive maximum value from the growing China steel construction industry. The market will see improved building quality, thermal efficiency and steel consumption over the next 20 years. | Buildings BlueScope Steal Suzhou | | Bulldings SouthWest, = Lysaght Residential
Slide 4: History and milestones in China 1990-2006
¢ ¢ ¢ ¢ ¢ ¢ ¢ 1990 1995 2000 2003 2004 2005 2006 2006 Lysaght Hong Kong company founded and Butler sold its 1st project - Motorola Lysaght set up 2 plants in Shanghai & Guangzhou and Butler built 1% plant in Shanghai Butler Shanghai phase Il was completed and new plant Tianjin Lysaght built Langfang
Slide 5: Unparalleled Strong Local Network
Inparalleled Strong “Local” Net sii a BlueScope Steel [2 1 Metal Coating & Painting facility * 7 Solutions manufacturing facilities (eo @ Over 70 sales offices
Slide 6: World Class Building Manufacturing Sites
: World Class Building Manufac turing Sites . fn
Slide 7: BlueScope Butler China Manufacturing Facilities
BlueScope Butler China Manufacturing Facilities Shanghai Plant Vistawall Shanghai
Slide 8: Shanghai, Langfang and Chengdu Plants
Shanghai Plant Langfang Shanghai . Chengdu Plant —
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Slide 10: Some Highlights Showing Safety is a Core Activity
Some Highlights Showing Safety is a Core Activity 7 years since last LTI 11 years since last LTI 3 years since last MTI No LTI since start up 2 years since last MTI
Slide 11: A breakthrough in Chinese building solution projects
- A breakthrough in Chines Value Engineering Building Solution roject Tra ape ration janngcinen
Slide 12: Market segments and brands
INDUSTRIAL @, BUTLER 3 COMMERCIAL VISTAWALL PUBLIC BUILDINGS YSAGHT i POWER STATIONS YSAG WWSAGHT & Zincalume TRANSPORT YSAGHT RESIDENTIAL If
Slide 13: Sales Ranking in the Metal Structure Industry (2005)
Sales Ranking for Top 10 In the Metal Structure Industry (2005) Source Dun & Bradstreet
Slide 14: General contractor and project delivery structure
General [YSAGHT Contractor ce Steel BlueScope : Buildings ©... : ae Building : : BUTLER SOASRSSERSHEES ESSE . —— : Builder : : : : : : : : : Z D. i 2 i esign zi : : a : i : : : : : Institute ee
Slide 15: Project process from design to delivery
Design team develops fully engineered , solution Detailed discussions to finalise project design Owner's Concept Customer Final Contract Negotiation Manufacturing Deliver a high quality, complete building solution 100% Customer Satisfaction
Slide 16: End Usage Analysis by Industry
End Usage Analysis by Industry (m?) (2001 thru Sept 2006 ) __. Food Furniture Chemical 3% 3% Electronics Logistics 14% Supermarket 17% 12% Aviation _ 1 Pharmaceutical 1% | : 7% Hi-Tech Textile Automotive 11% 9% 16% Gp BLUES OOPE EULESS.
Slide 17: Customers by industry
XSormery Pnbermeticisual Cea scetiion (embers E8.SERE wg Thott Conmpartires 158K me Pharmaceutical Then genta hres aks LA, sagt Metra Supermarket 24000 agen
Slide 18: A Focussed Sales Force - Strategic and Multi National Accounts
A Focussed Sa es Force - Chinese Strategic and : Multi National Accounts
Slide 19: Major Clients - Key International Alliances
EJ : Major Clients - Key International Alliances SHANGHAI GM aie a ao
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Slide 22: Client logos
&3 Kimberly-Clark ay, TOYOTA RG BB Soo DENNISON AA) MOTOROLA
Slide 23: Export is an Opportunity
GS si 1S Export is an Opportunity
Slide 24: Customer, design, manufacture, project management, installation, support
CUSTOMER [iM DESIGN | MANUFACTURE PROJECT MANAGEMENT INSTALLATION SUPPORT
Slide 25: Quality and design certificates
| Lae : 808 Com) ame : ene Benes cena 7 BO Ie am? RIEL, maa 59a 06 2 ae S3ben: fe ooecdnes Certificate of ISO 9001 Quality Assurance System Manufacturing Certificate by Shanghai Construction Committee Design Certificate by China Ministry of Construction Underwriters Laboratories Class -90 Certificat
Slide 26: Engineering Staff Professional Title
100 20 T 10 7 Engineering Staff Professional Title al 1st Class Registered Senior Engineer Engineer Assistant Engineer Butler Shanghai 16 8 71 39 @ Butler Tianjin 6 9 20 24 H@ Butler China 22 17 91 63
Slide 27: Recruiting the right people
Recruiting the right people = Education / experience as well as attitude, stability, commitment, and fitness with BlueScope Steel culture % of Employees by Qualification @ Master O Technical Bachelor igh School # Diploma @ Primary School Retaining the right People = Pay for performance culture = Sha
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Slide 29: Our Buildings Options
Our Buildings Options PEMB Building Systems feuawidtoie si ranteee, Craze Widespan™ System WOREIE AMS VTROct URE GENTE HW Landmark™ System LANDHARK” EOOG VohiCreRas grtee Multi-Story System sng 2 aan ae i ws oS ES
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Slide 31: Butler Ingredient Products
‘Butler Ingredient Products MR-24 Roof System PG FST BOM if gtaritiags easaar r0e aqeldann On tee moerked Since Jah NECTERE Sandwich Panel Seen Purlins
Slide 32: Lysaght products
[YSAGHT TRIMDEK® PANELRIB® * ® FLEX-LOK' CUSTOM BLUE ORB® MINI ORB® MULTL-CLAD® CUSTOM ORB® DECKING Purlin
Slide 33: New Products - Architectural Panels
New Products - Architectural Panels imi i) “ BO en ai i / it 4
Slide 34: Butler Quote Activities
Butler Quote Activities 1999 2000 2001 2002 2003 2004 2005 2006 mmVolume -+ Num.
Slide 35: Main Elements of a Building by Cost
Main Elements of a Building by Cost Bol 16% Engineering 3% Primary 35% Service 2% Freight A% Roof Panel 15% — : Wall Panel Secondary 10% 15% BOI Buy Out Items
Slide 36: Our Focus is
Our Focus is + Sales force deployment +« Sharpen product and Service offer « Focus on urbanisation growth areas * Optimise sales office network « Professional sales . development Our Focus is ‘The BUTLER brand «Strategic customer alliances + Enhance value offer « Grow Builder network yore y / Our Fo
Slide 37: Very strong, consistent growth achieved to date in China
Very strong, consistent growth achieved to date in China An excellent network of operations and offices A robust suite of brands and premier market position An experienced local management team Significant further growth opportunities remain : = Ongoing economic growth; = New products to enhance our
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BlueScope Steel — Investor Presentation (November 2006) on 6ix