Lindsay Australia Limited · ASX:LAU
Lindsay Australia — Investor Presentation (August 2015)
19 slides from Lindsay Australia's investor presentation, Aug 31, 2015
Slide 1: Investor Presentation 2015
LINDSAY AUSTRALIA LIMITED Ge © YW) es ©, on — © UL, INVESTOR ) eee i PRESENTATION 2015
Slide 2: Agenda / Overview
AGENDA/ OVERVIEW For personal use only CONTENTS SLIDE GROUP PERFORMANCE SUMMARY 3 LINDSAY SOLUTION 4 TRANSPORT INDUSTRY OUTLOOK 6 LINDSAY TRANSPORT HIGHLIGHTS 7 LINDSAY FRESH LOGISTICS 10 RURAL OUTLOOK 12 RURAL HIGHLIGHTS 13 SCALABLE EFFICIENT GROWTH 15 LINDSAY WAY 17 Lindsay Australia is an integra
Slide 3: Group Performance Summary
G RO UP PERFO RM A N CE SUM M ARY For personal use only AU$ 000s unless stated otherwise 2015 2014 % Change Revenue 314,941 311,513 1.1% EBITDA 29,594 27,630 7.1% Depreciation and Amortisation 16,254 14,582 11.5% EBIT 13,340 13,048 2.2% Finance Costs 4,482 4,516 -0.8% NPAT (prior to one off fuel tax
Slide 4: Lindsay Solution
L I N D S AY S O L U T I O N Lindsay Australia’s business units share common customers within the horticulture industry which gives the Group a For personal use only strategic advantage by providing a unique end-to-end service offering. With the recent addition of the new Lindsay Fresh Logistics fac
Slide 5: Transport and Logistics
For personal use only TRANSPORT AND LOGISTICS
Slide 6: Transport Industry Outlook
TRANSPORT INDUSTRY OUTLOOK ROAD FREIGHT TRANSPORT INDUSTRY OVERVIEW 2015 - 2016 For personal use only $8.3bn 2.4% 2.7% MAJOR MARKET SEGMENTATION (2015-16) • The road freight transport industry is a high cost low margin competitive industry. • Industry growth is positively correlated with GDP growth
Slide 7: Lindsay Transport Highlights
L I N D S AY T R A N S P O R T HIGHLIGHTS For personal use only $222.2m 90% TRASNPORT REVENUE WITH FUEL RECOVERY • Lindsay Transport has created a niche through it’s unique end to end refrigerated logistics service. • Lindsay Transport boasts one of the largest refrigerated transport fleets in the c
Slide 8: Lindsay Transport Highlights
L I N D S AY T R A N S P O R T HIGHLIGHTS For personal use only 9.1% 1.3m PROFIT BEFORE TAX Transport has recorded strong profit growth over the past 5 years. • To continue to drive growth the division will: • Focus on industry niche • Continue growth in fleet utilisation • Reduce the average age of
Slide 9: Lindsay Fresh Logistics
For personal use only LINDSAY FRESH LOGISTICS
Slide 10: Lindsay Fresh Logistics
Source: www.ibisworld.com.au Source: www.abare.gov.au L I N D S AY F R E S H L O G I S T I C S For personal use only $9bn 26.2% 43% • Trends • growth in import export of fruit and vegetables • growth in export of meat and seafood • increasing demand for high-quality agriculture and food products thr
Slide 11: For personal use only
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Slide 12: Rural Outlook
RURAL OUTLOOK For personal use only 56.1bn 1.2% 2.6% PRODUCT & SERVICE SEGMENTATION (2015-16) • The Agribusiness sector is highly diverse. • Weather patterns have a strong influence on farm yields • Major trends: • Technology advances in farming and techniques • Consolidation of farming sector • Inc
Slide 13: Rural Highlights
RURAL HIGHLIGHTS For personal use only RURAL REVENUE 95.3m 5.6% Challenging year in Rural due to changing market preferences and supplier issues which increased operational costs. • To increase profitability for the coming financial year Rural will focus on: • Entering new geographies, recently acqu
Slide 14: The Future
For personal use only THE FUTU
Slide 15: Scalable Efficient Growth
SCALABLE EFFICIENT GROWTH • Continually renewing the fleet of prime movers and refrigerated trailers to reduce fleet For personal use only age in-turn increasing safety and reducing maintenance costs. Approximately 57 of our long distance fleet were replaced each. • Purchase of new land and building
Slide 16: The Lindsay Safety Way
For personal use only THE LINDSAY SAFETY WA
Slide 17: Our Values
For personal use only O U R VA L U E S Each of these elements is individually significant but in combination they are the basis of how we operate everyday to build a sustainable business for the future. SAFETY ALWAYS Choose to make safety a personal value; think SAFE, act SAFE, be SAFE. We have an o
Slide 18: Our Values
For personal use only O U R VA L U E S Each of these elements is individually significant but in combination they are the basis of how we operate everyday to build a sustainable business for the future. INDUSTRY INNOVATORS Constantly challenge ourselves to provide and develop new innovations. Innova
Slide 19: Disclaimer
DISCLAIMER Despite anything stated in this notice or elsewhere in the document, none of the information (whether considered For personal use only separately or together) constitutes an offer, invitation, solicitation, advice or recommendation with respect to the issue, purchase or sale of any shares
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