Slide 1: Morgans Presentation - Investing for the Future
152 Postle Street Acacia Ridge QLD 4110 LINDSAY AUSTRALIA Archerielt Gia 4108 LIMITED ABN 81 061 642 733 P: 07 3240 4900 F: 07 3054 0240 www.lindsayaustralia.com.au LINDSAY AUSTRALIA (ASX: LAU) Morgan’s Presentation — 20 November 2018 Kim Lindsay (CEO and Managing Director) Introduction [Slide 1] We
Slide 2: Lindsay Transport
Lindsay Transport Having just seen a snapshot of how we keep Lindsay Australia on the road, | wanted to take a deeper dive into our core businesses and some of the challenges we’re currently facing in the industry. First we have Lindsay Transport. The road transport industry in Australia carries a s
Slide 3: Lindsay Fresh and Lindsay Rural
Lindsay Fresh Our Lindsay Fresh business was setup in 2014 to complement the existing transport operations. It's essentially a one-stop-shop for our customers’ import and export logistic requirements. From documentation, protocol compliance, warehousing, fumigation, ripening and port delivery servic
Slide 4: The Future
The Future The future of transport and logistics in Australia will no doubt look very different from today. To meet future freight task demands, Lindsay's will continue to invest to ensure we remain competitive and are well-placed to take advantage of the growth. [Slide 14] Increasing the rail conta
Slide 5: Investing for the Future
"INVESTING FOR THE FUTURE PRES ITATION TON MORGANS: ay ey NOVEMBER 2018 ao AUSTRALIA LIMITED arte ‘ if
Slide 6: End-to-End Solution
END-TO-END SOLUTION ee a 6 Oy ae Expert Advice Horticulture & Agronomy Irrigation and Fertilisers Packaging Warehousing Bio-security Ripening Delivery > & & a & & A @ Transport Logistics Cold Storage Distribution Fresh Produce Sea Freight Air Freight Global Distribution LINDSAY AUSTRALIA LIMITED
Slide 7: Site Network
Brisbane Shop Brisbane Warehouse Berri Bowen Brandon Bundaberg North Bundaberg Wyllie Childers Coffs Harbour Emerald Gatton Innisfail Invergordon Leeton Mareeba Adelaide Mildura Mundubbera Murwillumbah Nambour Stanthorpe Tully Werribee Adelaide Bowen Brisbane Bundaberg Coffs Harbour Emerald Gatton I
Slide 8: At a Glance
AT A GLANCE 390... GA ae. § 30) PRIME MOVERS & TRUCKS TRAILERS RAIL CONTAINERS SITES 60,000,000 KANNAN LY ~tIMITED
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LINDSAY AUSTRALIA LIMITED
Slide 10: Lindsay Transport: Current State of Play
LINDSAY TRANSPORT FROM THE FARM TO THE PORT CURRENT STATE OF PLAY ¢ Industry carries large portion of non-bulk freight ¢ 39,000+ small operators with approx. $50 billion annual revenue ¢ Small operators specialise and subcontract to larger, integrated businésses e $250 million annual revenue
Slide 11: Investing for the Future
FROM THE FARM TO THE PORT INVESTING FOR THE FUTURE Three-year, $123 million capital investment program completed to upgrade fleet, facilities and technology e New facilities in Mareeba, Brisbane and Adelaide e Renewed distribution equipment and prime movers e Road trains and rail containers e Techno
Slide 12: Industry Challenges
FROM THE FARM TO THE PORT INDUSTRY CHALLENGES AGEING SKILLS AGEING FUEL INDUSTRY WORKFORCE SHORTAGE EQUIPMENT CONGESTION PRICES CONSOLIDATION AjJUO BSN FeEUOSIOC! JOS
Slide 13: Lindsay Fresh: One-Stop-Shop
LINDSAY FRESH FROM THE PORT TO THE WORLD ONE-STOP-SHOP
Slide 14: Investing for the Future
FROM THE PORT TO THE WORLD INVESTING FOR THE FUTURE e |mport/export growth volumes increasing ¢ $2.5 million invested in 2018 for future growth e Low capital investment model in Melbourne ¢ Opportunities in other states to replicate model
Slide 15: Lindsay Rural
LINDSAY RURAL FROM PLANTING TO HARVEST ~ WORKING WITH AUSTRALIAN GROWERS : a e Annual turnover of $110 million ¢ Critical to balance freight flows with Lindsay Transport e Changing Customer base as corporate farming expands and smallePfarnasyconsolidaite/exit 6, LINDSAY RURAL
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e Steward every step of the fresh food jo y target categories c
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Slide 18: The Future: Investments for 2019 and Beyond
THE FUTURE INVESTMENTS FOR 2019 AND BEYOND e Facility upgrade at Sydney (planned and subject to final approvals) e Increasing refrigerated rail container fleet e Technology upgrades to improve utilisation rates e Technology upgrades to improve equipment monitoring e Lindsay Connect LINDSAY AUSTRALIA
Slide 19: Disclaimer
DISCLAIMER This presentation has been prepared by Lindsay Australia Limited (“LAL”). The information contained in this presentation is for information purposes only. The information contained in this presentation is not investment or financial product advice and is not intended to be used as the bas
Slide 20: For personal use only
LIMITED LINDSAY AUSTRALIA