Boral — Corporate Update (June 2009)
12 slides from Boral's corporate update, Jun 26, 2009
Slide 1: Boral Construction Related Businesses
Boral Construction Related Businesses Warren Davison Sydney Site Tour 26 June 2009 Boral’s CRB division consists of four businesses Boral Precast Formwork & Scaffolding (BFS) De Martin & Gasparini Dowell Windows (DMG; concrete placing) Sydney Site Tour 26 June 2009 2 1
Slide 2: CRB workforce and safety performance
CRB is a diverse portfolio characterised by a large workforce with a substantial proportion of contractors Precast BFS DMG Dowell CRB Total 224 463 322 871 1,880 Workforce1 Key Site panel Scaffold Concreter, Transport, Contractor erection erection and steel fixers services and Activities dismantle f
Slide 3: CRB operates across all market segments with national coverage
CRB operates across all market segments with national coverage…. Key CRB Sites Precast Formwork & Scaffolding Windows Concrete placing Sydney Site Tour 26 June 2009 5 … pulling through revenue for other Boral businesses Market Segment Multi-residential CRB Boral Product Engineering Commercial Busine
Slide 4: CRB businesses have strong market positions
CRB businesses have strong market positions Estimated Key Variable Costs Fixed CRB Business National Market Material Materials Other Costs Position Inputs Concrete Precast 1 Low High Medium Steel Formwork & Ply and 3 Low Low Medium Scaffolding Timber DMG1 1 Concrete High High Low Aluminium Dowell Wi
Slide 5: Boral Precast consists of Girotto and Gocrete businesses
Boral Precast consists of the Girotto (East Coast) and Gocrete (WA) businesses ~200 employees 5 manufacturing sites Baseline Alexandria project Gocrete Girotto Girotto Sydney Site Sydney Site Tour 26 June 2009 9 Precast project evolution – Factory to Townhouse Factory Unit Development Sydney Mag
Slide 6: Australian precast market evolution
The Australian precast market has evolved from initial penetration in industrial buildings to more recent activity in single dwelling homes Precast Market Evolution Precast Mature Growth Activity Activity Activity Penetration continuing increasing increasing starting Niche Single Industrial Segment
Slide 7: Boral is the #3 player in Scaffolding nationally
Boral is the #3 player in Scaffolding nationally Scaffolding is a hire business with on site labour, erecting and dismantling Formwork is a hire business with additional engineering design expertise required ~220 employees 18 branches: 14 Scaffolding & 4 Formwork Scaffolding branch Formwor
Slide 8: DMG is the leader in concrete placement in Sydney
De Martin & Gasparini (DMG) is the leader in concrete placement projects in the Sydney Metro area Proven capability and track record on major projects In operation over 50 years Industry leading safety performance Sydney International Airport Multi-level Carpark Multiplex Lumiere Apartments Sy
Slide 9: DMG track record in complex projects; Dowell overview
DMG has a proven track record in complex construction projects in Sydney Other key construction projects in Sydney from DMG include: Bennelong Apartments (1998) Sydney Olympic Stadium (1999) Warringah Mall (2000) Westfield Bondi Junction (2004) Bankstown Square Shopping Centre (2005) T
Slide 10: Dowell focus on new dwellings and energy rating regulations
Dowell’s key focus is on the new dwellings segment with limited exposure to the alterations and additions market Focused on achieving a low cost position supplying major builders A strong management team in place Market share has been increasing to a clear leadership position in the new dwelli
Slide 11: US experience and double glazing demand
An examination of US experience provides good insights into likely product developments in Australia The climate zones in Australia match the key areas in the US Brisbane Tampa Los Angeles Sydney San Francisco Melbourne Cooling climate Mixed climate Heating climate Illustrative only Sydney Site Tour
Slide 12: Dowell #3 in NSW; going forward focus areas
Dowell is the #3 window supplier to the new house market in NSW 5 manufacturing sites in NSW Sydney, Newcastle, Nowra, Queanbeyan and Unanderra ~ 120 employees in NSW Boral manufactures a complete range of aluminium windows and doors, designed to service the new home market Major competito