Boral Ltd.

Boral — Merger or Acquisition (2011)

9 slides from Boral's merger presentation, 2011

  1. Slide 1: Boral Limited Investor Presentation: Acquisition of Wagners' construction materials

    Boral Limited Build something greatTM Investor Presentation Acquisition – Wagners’ construction materials

  2. Slide 2: Boral to strengthen core Australian business by acquiring Wagners' construction materials assets in Queensland

    Boral to strengthen core Australian business by acquiring Wagners’ construction materials assets in Queensland  Agreement to acquire certain construction materials assets and Overview operations of the Wagners Group (“Wagners Construction Materials”)  Purchase price of $173 million (on a cash free

  3. Slide 3: Wagners Construction Materials - Overview

    Wagners Construction Materials - Overview Pumping Flyash JV1 Wagners construction materials assets acquired 1% 1% include concrete, quarries, flyash, transport and Transport 20% Concrete concrete pumping operations 55% FY10 $115m Quarries Volumes FY2008 FY2009 FY2010 23% Quarries (‘000t) 1,174 1,262

  4. Slide 4: Wagners Construction Materials - Locations

    Wagners Construction Materials - Locations Concrete Quarries Downs Downs 1. Toowoomba 1. Wellcamp Downs 2. Oakey 2. Malu 3. Dalby 3. Kildonan 4. Chinchilla 4. Grantham Townsville 5. Miles 19 6. Wandoan 5 7. Tara 8. Crows Nest 9. Grantham 10. Pittsworth 6 11. Millmerran 12. Goondiwindi Brisbane 5 4 T

  5. Slide 5: Wagners Construction Materials – Financial Profile

    Wagners Construction Materials – Financial Profile Revenue ($m) 118 117 115 Significant revenue and EBITDA growth expected:  Improved market activity following severe regional wet FY08A FY09A FY10A weather and rebuild after flooding in FY2011  Ramp up in new South East Queensland concrete plants E

  6. Slide 6: Market Outlook

    Market Outlook Darling Downs / Surat Basin South East Queensland  Recovery in general construction activity  Recovery in general construction activity following period of severe wet weather following period of severe wet weather  Dwelling construction (and associated  Flood reconstruction work i

  7. Slide 7: Benefits

    Benefits  Significantly expands geographic reach of Boral’s construction materials division  Provides Boral with capability to service attractive growth markets - Darling Downs / Surat Basin resources projects - Westward expansion of Queensland’s largest population base  Adds scale concrete plant

  8. Slide 8: Financial Summary

    Financial Summary  Acquisition purchase price of $173 million and related transaction costs Funding to be funded with existing cash and available facilities  FY2010 EV/EBITDA multiple of 9.7x (excluding non-operational land(1)) Valuation  Substantial discount to asset replacement cost  EPS accre

  9. Slide 9: Boral Limited

    Boral Limited Build something greatTM

Boral — Merger or Acquisition (2011) on 6ix