Lendlease Group · ASX:LLC
Lendlease — CLSA Investors' Forum 2017
12 slides from Lendlease's conference presentation, Sep 14, 2017
Slide 1: Lendlease Presentation at CLSA Investors' Forum
14 September 2017 For personal use only Lendlease Presentation at CLSA Investors’ Forum Attached is the presentation to be given by Lendlease Group Chief Executive Officer and Managing Director, Steve McCann at today’s CLSA Investors’ Forum in Hong Kong. ENDS FOR FURTHER INFORMATION, PLEASE CONTACT:
Slide 2: 2017 CLSA Investors' Forum
For personal use only 2017 CLSA Investors’ Forum Steve McCann Chief Executive Officer and Managing Director Lendlease 14 September 2017
Slide 3: Vision: to create the best places
LENDLEASE – PRESENTATION TO CLSA INVESTORS’ FORUM 2 Vision: to create the best places For personal use only Strategic framework Business model Competitive advantage Pillars of value
Slide 4: Global trends influencing our strategy
LENDLEASE – PRESENTATION TO CLSA INVESTORS’ FORUM 3 Global trends influencing our strategy Lendlease leadership By 2014, 54% of the world’s • For personal use only $34.6b2 Urbanisation pipeline population were estimated to live in Urbanisation urban areas; this will reach 60% by • 13 major urbanisat
Slide 5: Globally diverse pipeline provides long term earnings visibility
LENDLEASE – PRESENTATION TO CLSA INVESTORS’ FORUM 4 Globally diverse pipeline provides long term earnings visibility1 For personal use only Europe Americas $8.0b Development pipeline $0.8b Construction backlog revenue $4.3b Development pipeline $1.4b FUM $7.8b Construction backlog revenue $0.1b Inve
Slide 6: Portfolio Management Framework
LENDLEASE – PRESENTATION TO CLSA INVESTORS’ FORUM 5 Portfolio Management Framework EBITDA mix Invested capital For personal use only By segment By region 24% 10% 12% $6.3b2 52% $6.7b3 8% $1.4b1 48% 40% 36% 70% Development Construction Investments Development Investments Australia Asia Europe America
Slide 7: FY17 Achievements: Execution excellence across our portfolio
LENDLEASE – PRESENTATION TO CLSA INVESTORS’ FORUM 6 FY17 Achievements Execution excellence across our portfolio For personal use only • Residential apartment unit completions – significant increase in delivery, more than double the prior year • Australian office leasing underpinned forward sales/dev
Slide 8: FY17 Achievements: Laying the foundations for future growth
LENDLEASE – PRESENTATION TO CLSA INVESTORS’ FORUM 7 FY17 Achievements Laying the foundations for future growth For personal use only • Significant progress in converting urbanisation projects in gateway cities: ̶ Four additional cities with projects in delivery: Chicago, Boston, New York, Kuala Lump
Slide 9: Outlook
LENDLEASE – PRESENTATION TO CLSA INVESTORS’ FORUM 8 Outlook For personal use only • Well positioned for future success: ̶ Earnings visibility from extensive pipeline across our business segments ̶ Financial strength and resilient business model with diversity across segments, sectors and geographies
Slide 10: Earnings visibility from strong pipeline across all segments
LENDLEASE – PRESENTATION TO CLSA INVESTORS’ FORUM 9 Earnings visibility from strong pipeline across all segments For personal use only Development pipeline of Construction backlog revenue of FUM of $49.3 billion $20.6 billion $26.1 billion Development pipeline Construction backlog revenue Funds unde
Slide 11: Important notice
LENDLEASE – PRESENTATION TO CLSA INVESTORS’ FORUM 10 Important notice For personal use only This document has been prepared and is issued by Lendlease Corporation Limited (ACN 000 226 228) (Lendlease) in good faith. Neither Lendlease, nor any of its controlled entities including Lendlease Trust (tog
Slide 12: Thank you.
For personal use only Thank you.