Ayala Corp. · PSE:AC

Ayala — Shareholder Meeting (April 2015)

12 slides from Ayala's shareholder meeting presentation, Apr 10, 2015

  1. Slide 1: Let's pioneer the future - Chairman's Message

    Let’s pioneer the future Chairman’s Message Jaime Augusto Zobel de Ayala Chairman and Chief Executive Officer Ayala Corporation Annual Stockholders’ Meeting 10 April 2015 | Fairmont Makati

  2. Slide 2: The Philippines continued to reap the gains of a revitalized economy

    The Philippines continued to reap the gains of a revitalized economy 6.1% 4.1% GDP growth Job creation $24.3B OF remittances

  3. Slide 3: 2014 was a strong year for the Ayala group

    2014 was a strong year for the Ayala group ₱18.6B +38% Stock price Record net earnings Up 1.7x since 2010 Double 2010 Core Net Income ₱430B Market cap Up 2.2x since 2010

  4. Slide 4: Most of our business lines performed well

    Most of our business lines performed well  2014 Equity in Net Earnings by Business Unit (₱ millions) +3% +28% 8,301 8,568 2013 2014 7,112 5,547 +154% 4,007 +15% 2,578 2,244 +202% 1,890 1,580 727 241 -339 Others

  5. Slide 5: We continued to strengthen our portfolio in power and infra

    We continued to strengthen our portfolio in power and infra Nearly $1B Equity commitment in these two sectors

  6. Slide 6: We continued to strengthen our portfolio in power and infra

    We continued to strengthen our portfolio in power and infra Nearly $1B Equity commitment in these two sectors

  7. Slide 7: We remain optimistic about the business environment

    We remain optimistic about the business environment 2015 Ayala group planned capex 4% 8% 1% 20% 6% 7% 16% 54% 34% ₱185B

  8. Slide 8: All these efforts support our strategic imperatives

    All these efforts support our strategic imperatives Increasing overall Improving Diversifying earnings capacity shareholder returns the portfolio Reported Net Income Equity Earnings from Return on Common Equity (₱ billions) Unlisted Businesses (Estimated % of total) +46% >20.0 ~15% 18.6 12.2% +22% ~

  9. Slide 9: We continue to innovate and reinvent ourselves

    We continue to innovate and reinvent ourselves

  10. Slide 10: Creating shared value and inclusive growth

    Creating shared value and inclusive growth

  11. Slide 11: We are committed to continue our pioneering tradition

    We are committed to continue our pioneering tradition

  12. Slide 12: We thank you for your continued trust and support

    We thank you for your continued trust and support

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