Slide 1: JSE Small-Cap Webinar
Your lifestyle Our focus JSE SMALL-CAP WEBINAR 25 August 2021
Slide 2: Our Why
OUR WHY For the past 25 years we have been building a brand synonymous with quality and innovation in the large-scale development of sectional title apartments in South Africa KwaZulu-Natal Gauteng Western Cape Everything we do is aimed at providing our customers and their families with a better lif
Slide 3: How We Do It
HOW WE DO IT We focus on high quality, affordable apartments with an innovative and all-inclusive lifestyle offering for clients Our development pipeline comprises a 15-year horizon of 62 288 apartments across 28 developments Currently we are developing 2 000 to 3 500 apartments per year with a tota
Slide 4: Our Business Model
OUR BUSINESS MODEL One-, two-, and three-bedroom, four storey walk-up apartments Developed on a phase-by-phase basis Benefits from economies of scale, in-house construction and management Dynamic product allows for block configuration change to respond to market demand Exclusive lifestyle offering t
Slide 5: Our Business Model: Annuity Income
OUR BUSINESS MODEL ANNUITY INCOME Leverage off asset base and expanding service offering to clients Partnerships established to provide high-speed fibre connectivity and solar installation which generates renewable energy Complementary to Balwin’s business model and enhance the lifestyle offering to
Slide 6: Why We Do It Better
WHY WE DO IT BETTER We strongly focus on cost control, cash preservation and environmental management. Proven business model with successful track record managed by senior executives with collectively 100 years’ experience, aligned with shareholders Our continuous development model, drives efficienc
Slide 7: Financial Performance
FINANCIAL PERFORMANCE RESULTS FOR THE YEAR ENDED 28 FEB 2021 Strong demand notwithstanding construction activity adversely impacted for approximately three months (25% of year) Healthy sales recorded with sales complemented by the launch of an online sales platform Continued strong demand for one- a
Slide 8: Investment Case
INVESTMENT CASE Balwin has the ability to deliver a high gross margin for a listed residential property developer due to in-house construction management, in-house sales and strong budget controls We have a long-term development pipeline in key strategic locations The sector has high barriers to ent
Slide 9: The Future
THE FUTURE We will continue to focus on cash management, capital allocation and debt management Our distribution policy of 30% of profits will be maintained (Covid-19 dependent) Focus on core development model within Classic, Signature and Green Collection brands Constant improvement of construction
Slide 10: Contact Details
CONTACT DETAILS Stephen Brookes Jonathan Weltman Chief Executive Officer Chief Financial Officer Tel: +27 11 450 2818 Tel: +27 11 450 2818 www.balwin.co.za
Slide 11: Questions
QUESTIONS