Codan Limited · ASX:CDA
Codan — JP Morgan Emerging Companies Conference 2013
14 slides from Codan's conference presentation, Apr 19, 2013
Slide 1: Presentation to JP Morgan's Emerging Companies Conference
For personal use only Presentation to JP Morgan’s Morgan s Emerging Companies Conference Michael Barton Chi f Fi Chief Financial i l Officer Offi 23 April 2013
Slide 2: Best-in-Class Electronic Solutions Directed at Global Markets
Best-in-Class Best in Class Electronic Solutions Directed at Global Markets For personal use only Codan is a leading designer and manufacturer of a diversified range of high value-added value added electronics products for global markets Our core products are metal detectors, radio communication
Slide 3: Delivering on Strategic Objectives
Delivering on Strategic Objectives - growing the business organically and by acquisition For personal use only Continue to assess opportunities Diversify FY13 initiatives: Integration of land mobile radio business Expand Investment in new market development – Africa and South America Secured
Slide 4: Minelab
Minelab “W ld’ best “World’s b t metal t l detection d t ti technologies” t h l i ” For personal use only Detection of gold nuggets, coins, treasure and artefacts Key customers include y , serious hobbyists, semi-professional prospectors and archaeologists Detection of gold as a p commercial e
Slide 5: Minelab Consumer Products
Minelab Consumer Products For personal use only Metal detection p products for hobby y & leisure in developed p countries - detecting gggold,, coins,, treasure and relics www.minelab.com 5
Slide 6: Minelab Gold Detection Products
Minelab Gold Detection Products For personal use only Superior performance gold detectors used for small scale gold mining in the emerging world 6 www.minelab.com
Slide 7: Minelab Countermine Products
Minelab Countermine Products For personal use only Metal detector technology used for demining operations www.minelab.com 7
Slide 8: Radio Communications
Radio Communications For personal use only Leading designer and manufacturer of premium communications equipment for High Frequency and Land Mobile Radio applications Acquired Daniels Electronics in August 2012 - over 100 years of combined experience in developing radio solutions and support C
Slide 9: Mining Communications and Technology
Mining Communications and Technology For personal use only Miner-Proof Products – Mine Ready Engineering Enterprise-wide communications and technology solutions for the mining sector Specialised underground data and voice communications technologies Collision detection technology focused on mi
Slide 10: FY13 H1 Profit and Loss
FY13 H1 Profit and Loss For personal use only Total revenue of $135 $135.9 9 million (83% increase over FY12 H1) Driven by continued strong growth of metal detector sales and acquisitions Underlying net profit of $27.4 million is another record for the company (163% increase over FY12 H1) Reve
Slide 11: Historical Dividend
Historical Dividend For personal use only Fully franked dividends (cents) Interim dividend increase 50% to 6.0 cents per share 11
Slide 12: Key Ratios
Key Ratios For personal use only Underlying earnings per share (cents) Free cash flow ($m)2 Full year Full year Return on equity (%)1 Gearing (%)3 Full year Full year 1Return on equity calculated as previous 12 month underlying NPAT / average equity over the previous 12 months 2 Free cash flow = ope
Slide 13: Codan – Key Drivers
Codan – Key Drivers For personal use only 1) Exposure E tto global l b l markets k t Activity in 150 countries across the globe Long history of success in emerging markets 2) Superior technology and market leading brands Development and manufacture of sophisticated electronics products and sof
Slide 14: Thank you
For personal use only Thank you Please direct any queries to: Mi h l Barton Michael B t CFO and Company Secretary Codan Limited Phone +61 (0)8 8305 0392 Sarah Emms Manager, Corporate Development and Investor Relations Codan Limited Phone +61 (0)8 8305 0392 14