Jb Hi-fi Limited · ASX:JBH

Jb Hi-fi — Macquarie Australia Conference 2011

10 slides from Jb Hi-fi's conference presentation, May 5, 2011

  1. Slide 1: Macquarie Australia Conference May 2011

    For personal use only Macquarie Australia Conference May 2011

  2. Slide 2: Historic Performance

    Historic Performance For personal use only Strong growth in sales and earnings since MBI in July 2000 HY11 SALES +8% HY11 EBIT +14% HY11 NPAT +16% ~3.0b 175.1m 2.73b ~134-139m1 +23% ANCE +17% NCE ULL YEAR GUIDA ULL YEAR GUIDAN 118.7m 2.33b +26% +27% 142.0m +39% FU 127.0m +14% FU 94.4m 1.83b +45% +43

  3. Slide 3: Store Update

    Store Update For personal use only 18 new JB Hi-Fi stores to be opened in FY11  17 JB Hi-Fi Hi Fi stores t opened d YTD  18 JB Hi-Fi stores to be opened in FY11 including:  VIC: Airport West*, Bayside Frankston, Chadstone – Warrigal Rd, Forrest Hill, FY11F Mildura, Sunshine 158 stores  NSW: Char

  4. Slide 4: Industry outlook

    Industry outlook For personal use only Australia’s love affair with technology gy continues  All categories expected to remain very competitive.  gy innovation will drive continued industry Constant technology yggrowth.  Visual - Digital TV switch over and Internet TV.  Computers - Expansion of

  5. Slide 5: Digital Switchover

    Digital Switchover For personal use only Dec 2013 Dec 2011 June 2013 Dec 2013 Dec 2012 June 2011 Dec 2013 J June 2013 Source: www.digitalready.gov.au and JB analysis

  6. Slide 6: Sydney

    For personal use only SYDNEY

  7. Slide 7: Westfield Sydney

    Westfield Sydney For personal use only • Australia’s biggest CBD retail p development. • $1.2B+ Westfield Investment Retail E i Epicentre t for f fashion, f hi food f d andd lif lifestyle. t l

  8. Slide 8: Opened April 20th

    For personal use only Opened April 20th

  9. Slide 9: Future Growth

    Future Growth For personal use only GREAT GROWTH AHEAD FOR US  210 JB Hi-Fi branded stores target - 147 as at 30 April 2011  63 still to open.  Almost 40% of base still in maturity ramp up phase phase.  Continued market share gains. 100% 100% 75% 75% 50% 50% 25% 25% 0% 0% FY04 FY05 FY06 FY07 FY0

  10. Slide 10: Summary

    Summary For personal use only  Strong and unique retail model.  Operates mainly in high growth home entertainment and technology sector.  Low cost of doing business – best of listed retailers.  Many new store opportunities - JB Hi-Fi circa 210 (160 Tier 1 format and 50 Tier 2 format) in Australi

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