G8 Education Limited · ASX:GEM
G8 Education — Shareholder Meeting (April 2014)
20 slides from G8 Education's shareholder meeting presentation, Apr 29, 2014
Slide 1: G8 Education – Annual General Meeting
For personal use only G8 Education – Annual General Meeting G8 Education Limited (ASX:GEM) 29 April 2014
Slide 2: Corporate Snapshot
Corporate Snapshot For personal use only Capital Structure Directors & Senior Management Fully Paid Ordinary Shares (current) 316.48 million Jenny Hutson Chairperson Options Nil Chris Scott Managing Director Share Price (28 April 2014) $4.73 Andrew Kemp Non-Executive Director Market Capitalisation (
Slide 3: 2013 Year in Review
2013 Year in Review For personal use only Our Centres 252 owned childcare centres ( 44%) 234 owned childcare centres in Australia and 18 childcare centres in Singapore 51 franchised childcare centres in Singapore Acquired 86 centres during CY13 ( from 33 centres acquired in 2012) 8 centr
Slide 4: Significant Events Post December 2013
Significant Events Post 31 December 2013 For personal use only Acquisitions G8 Education announced on 10 February 2014, it had contracts to acquire 63 childcare and education centres with a total licence capacity of 4,254. The total purchase price for the 63 centres is $104.67 million with $103.85
Slide 5: Locations in Australia as at December 2013
Locations in Australia as at 31 December 2013 For personal use only owned centres 234 across Australia centres 12 Nth Queensland centres 11 Queensland centres 10 Sunshine Coast & Wide Bay centres 30 SE Qld & Nth NSW 61 centres centres 14 NSW 22 NSW central coast centres 10 centres South Australia AC
Slide 6: Brands
For personal use only Brands 6
Slide 7: Corporate Strategy
For personal use only 7 CORPORATE STRATEGY
Slide 8: Our Vision & Mission
Our Vision & Mission For personal use only G8 Education’s mission is to be Australasia's leading provider of high quality, developmental and educational child care services. Our aim is to achieve this through: A portfolio of outstanding early childhood education brands A focus on the importance
Slide 9: Financial Information
For personal use only FINANCIAL INFORMATION 9
Slide 10: Group Financial Performance
Group Financial Performance For personal use only Group Underlying NPAT & EPS Underyling NPAT Underlying EPS (cents per share) The table opposite shows the underlying group NPAT and EPS growth from CY10 to CY13. 35.00 13.0 32.28 Underlying NPAT has increased by 64% from 12.0 CY12 to CY13 due to
Slide 11: Industry Information
For personal use only INDUSTRY INFORMATION 11
Slide 12: Group Centre Portfolio
Group Centre Portfolio For personal use only Centre Portfolio Australian centres Singpore centres Occupancy 95% 18 FY13 FY12 FY11 FY10 18 18 18 18 18 90% 234 167 187 132 135 136 77 88 85% 1H10A 2H10A 1H11A 2H11A 1H12A 2H12A 1H13A 2H13A 80% G8 Education has continued to make earnings per share accret
Slide 13: Market Potential
Market Potential For personal use only Highly Fragmented industry % of sector long day care revenue Approximately 6500 long day care centres across Australia G8 Education Limited represents approximately 4% of the market 7.8% Goodstart represents approximately 12% of the market Estimated app
Slide 14: Market Potential
Market Potential For personal use only Australian Statistics since 2006 Baby Boom Potential to increase enrolments: Australia ranks 30th against Current Government support Funding through Child Care Rebate CCR (not OECD means tested, capped at $7,500) and Child Care Benefit CCB (means tested) coun
Slide 15: Thank You – Questions?
For personal use only THANK YOU Questions? 15
Slide 16: Business
For personal use only 16 BUSINESS
Slide 17: Resolution – Remuneration Report
Resolution 1 – Remuneration Report For personal use only The company seeks members’ consideration, and if thought fit, passage of the following resolution as an advisory ordinary resolution in accordance with section 250R(2) of the Corporations Act: ‘That the section of the report of the Directors c
Slide 18: Resolution – Re-election of a director
Resolution 2 – Re-election of a director Andrew Peter Somerville Kemp For personal use only The company seeks members’ consideration and if thought fit, passage of the following resolution as an ordinary resolution: ‘That Mr Andrew Peter Somerville Kemp, who retires in accordance with Listing Rule 1
Slide 19: Resolution – Re-election of a director
Resolution 3 – Re-election of a director Susan Margaret Forrester For personal use only The company seeks members’ consideration and if thought fit, passage of the following resolution as an ordinary resolution: ‘That Ms Susan Margaret Forrester, who retires in accordance with Listing Rule 14.4 and
Slide 20: Resolution – Ratification of share issue
Resolution 4 – Ratification of share issue For personal use only The company seeks members’ consideration and if thought fit, passage of the following resolution as an ordinary resolution: ‘That for the purposes of Listing Rule 7.4 and for all other purposes, members ratify and approve the previous