Tamawood Limited · ASX:TWD

Tamawood — Investor Presentation (August 2018)

8 slides from Tamawood's investor presentation, Aug 10, 2018

  1. Slide 1: TWD Investor Presentation

    183.02% 162.00% 161.95% 175.05% 129.09% TWD Investor Presentation August 2018

  2. Slide 2: Grossed up (Fully Franked) Dividend Yield for FY18

    August 2018 Grossed up (Fully Franked) Dividend Yield for FY18 10.37% 1

  3. Slide 3: TWD Profit Before Tax after Interest Expense as a % of Total Revenue versus HIA Industry Statistics for FY18

    August 2018 TWD Profit Before Tax after Interest Expense as a % of Total Revenue versus HIA Industry Statistics for FY18 12.00% 11.41% 12.00% 11.41% 10.82% 11.00% 11.00% 10.82% 9.99% 10.00% Profit Before Tax (%) 9.99% 10.00% 9.24% Profit Before Tax (%) 8.99% 9.00% 9.24% 8.99% 8.05% 9.00% 8.00% 8.05%

  4. Slide 4: TWD Share Price as at 30th July 2018

    August 2018 TWD Share Price as at 30th July 2018 4.5 6500 4 6000 TWD Share Price ($) All Ords Index ($) 3.5 5500 3 5000 2.5 4500 2 4000 Years TWD Share Price All Ords Index 3

  5. Slide 5: Growth in Profit as a % versus Cost growth as a % for FY18

    August 2018 Growth in Profit as a % versus Cost growth as a % for FY18 200% 183.02% 180% 175.05% 162.00% 160% 161.95% 140% 129.09% Growth (%) 120% 125.46% 128.01% 100% 103.10% 98.23% 80% 84.37% 60% 2014 2015 2016 2017 2018 Years Profit Growth Cost Growth BEST PRICE GUARANTEE We save you a minimum of

  6. Slide 6: Advertising Spend, Construction Revenue and Construction Revenue growth for FY18

    August 2018 Advertising Spend as a % of Construction Revenue and Construction Revenue growth as a % for FY18 3.00% 190% 178.28% 2.50% 174.51% Construction Revenue Growth (%) 170% 2.40% 2.00% Advertising (%) 1.73% 145.90% 150% 1.50% 129.87% 1.41% 130% 1.00% 110% 0.74% 0.64% 0.50% 97.20% 90% 0.00% 201

  7. Slide 7: TWD Wages as a % of Total Revenue versus HIA Statistics for FY18

    August 2018 TWD Wages as a % of Total Revenue versus HIA Statistics for FY18 6.53% 6.99% 6

  8. Slide 8: Office locations and disclaimer

    August 2018 QUEENSLAND NEW SOUTH WALES this presentation. ROCKLEA COFFS HARBOUR To the maximum extent permitted by law, none of 1821 Ipswich Road, Rocklea QLD 4106 178 Pacific Highway, Coffs Harbour NSW 2450 Tamawood, its related bodies corporate or any of its directors, employees, agents or advisor

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