Frasers Property Ltd. · SGX:TQ5
Frasers Property — Investor Presentation (November 2021)
21 slides from Frasers Property's investor presentation, Nov 18, 2021
Slide 1: Frasers Day Bangkok 2021
Frasers Day Bangkok 2021 18 November 2021 Frasers Property Logistics Center (Wangnoi 1), Ayutthaya, Thailand
Slide 2: Important notice
Important notice • Statements in this presentation constitute “forward-looking statements”, including forward-looking financial information. Such forward-looking statements and financial information involve known and unknown risks, uncertainties and other factors which may cause the actual results,
Slide 3: Glossary
Glossary Frasers Property entities Other acronyms FCT : Frasers Centrepoint Trust AEI : Asset enhancement initiative FHT : Frasers Hospitality Trust AUM : Assets under management FLT : Frasers Logistics & Industrial Trust ESG: Environmental, Social and Governance FLCT : Frasers Logistics & Commercia
Slide 4: Aptitude & Fortitude
Aptitude & Fortitude Am Bühlfeld 2-8, Herbrechtingen, Germany
Slide 5: Focused and scalable platforms support portfolio resilience
Focused and scalable platforms support portfolio resilience Well-diversified across asset class and geography S$42.6 billion AUM1 across five asset classes Synergistic end-to-end business space Suburban malls at transportation Long-stay and leisure Delivering quality homes solutions provider across
Slide 6: Actively managing property portfolio
Actively managing property portfolio Poised to benefit from new economy and e-commerce opportunities Enhancing portfolio resilience Ready to capitalise on stronger market fundamentals through growing exposure to I&L and commercial & business parks Focused growth of I&L and commercial & business park
Slide 7: Building future-ready capabilities
Building future-ready capabilities Investing in technology and innovation Enhance customer experience and offering through innovation and technology Seamless omnichannel Smart applications for shopping experience through World's 1st on-demand enhanced customer workspace solution Frasers eStore – eng
Slide 8: Frasers Property Industrial
Frasers Property Industrial 4Ten Epping, VIC, Australia
Slide 9: FPI premium estates: concept
FPI premium estates: concept • Market leading “Premium Estates” concept to set a new benchmark for industrial + logistics • Highly efficient and functional operational design • Best-in-class sustainability and technology initiatives • Modular building design guidelines to enhance quality, sustainabi
Slide 10: Premium estates: The YARDS, Australia
Premium estates: The YARDS, Australia • Premium Estate to enhance customer experience + operational efficiency • 77 Ha developable site area • 47km to Sydney CBD 12km from Western Sydney airport • ~80% reduction in carbon emissions • ~80% reduction in water usage • Industrial and logistics, data cen
Slide 11: Premium estates: Vantage Yatala, Australia
Premium estates: Vantage Yatala, Australia • 65 Ha master planned estate • ~40km from Brisbane CBD and Gold Coast • Stage 1 completion November 2021 • 5.5km running track • 2.3 Ha open space reserve to include park area, shelters, barbecue pits, picnic tables and basketball area. We are Frasers Prop
Slide 12: Sustainability: the tube, Germany
Sustainability: the tube, Germany • 14 Ha industrial and commercial park • 10km from the city of Dusseldorf • Total gross land area 72,500 sqm • Last mile and urban logistics • Carbon neutral with DGNB Gold rating1 (target) • 30-40% of the roof area for electricity production • Green spaces for fitn
Slide 13: Sustainability: Williams Sonoma, Australia
Sustainability: Williams Sonoma, Australia • Net Zero Carbon facility in Western Sydney • Clean energy solution with battery storage and biodiesel back-up • 100% carbon neutral power supply • ~120,000 kilowatt hour estimated total energy savings per annum • 16% lower embodied carbon • 39 kilolitre r
Slide 14: Frasers Property Industrial (Thailand)
Frasers Property Industrial (Thailand) Rojana Industrial Park, Ayuthaya, Thailand
Slide 15: Industrial & logistics property business in Thailand
Industrial & logistics property business in Thailand Asset Under Management (AUM1) 3.04 million sqm AUM Occupancy Rate 85% AUM Rental Income 5 billion Thai baht Note: All numbers as at 17 November 2021 1. Comprises industrial & logistics property assets in which the Group has an interest in Thailand
Slide 16: Unique position in the industrial & logistics market in Thailand
Unique position in the industrial & logistics market in Thailand FPIT is the largest provider of ready-built factory and warehouse in Thailand Scale Performance (AUM sqm) (Occupancy Rate (OCR) %) 1 “Distribution Center” 3PL • Modern Trade OCR • Food/Beverage 26% Auto 734,000 22% 80% • Consumer Produ
Slide 17: What Frasers Property Industrial (Thailand) does
What Frasers Property Industrial (Thailand) does Ready-Built Factory Ready-built Warehouse Built-to-Suit Project Industrial Township Rojana Industrial Park, Frasers Property Frasers Property TRA Land Bangna-Trad Km.32, Ayutthaya Logistics Park (Sriracha), Chonburi Logistics Center (Bangplee 6), Samu
Slide 18: Business strategy for industrial property business in Thailand
Business strategy for industrial property business in Thailand Industrial Property Products RED Purple BLUE OCEAN OCEAN OCEAN WE ARE READY WE ARE DIFFERENT เราพร้อม เราต่าง ▪ Land Bank / Locations ▪ New Industrial Product & Industrial Regional Industrial Distribution Sub-Urban In-City In-Property To
Slide 19: Built-to-suit projects in Thailand
Built-to-suit projects in Thailand Projects handed over within two years The Omnichannel Distribution State of the Art Cold Chain The Fully-Automated Flagship The Regional Distribution Center for Central Retail Distribution Center for Havi Warehouse for FNDT Center for Thaibev Logistics Frasers Prop
Slide 20: Automation in industrial & logistics properties
Automation in industrial & logistics properties We are Frasers Property 20
Slide 21: Inspiring experiences, creating places for good.
Inspiring experiences, creating places for good.
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