Tamawood Limited · ASX:TWD
Tamawood — Investor Presentation (February 2018)
10 slides from Tamawood's investor presentation, Feb 27, 2018
Slide 1: TWD Investor Presentation
For personal use only 186.29% 178.28% 145.90% 129.87% 97.20% TWD Investor Presentation 27th February 2018
Slide 2: Growth in TWD Housing Starts versus HIA Housing Starts in QLD
27th February 2018 Growth in TWD Housing Starts as a % versus HIA Housing Starts in QLD as a % as at FY17 For personal use only Growth in TWD Housing Starts as a % versus HIA Housing Starts in QLD as a % as at FY17 160% 153.29% 149.21% 150% 140% 130.40% Percentage 130% 128.02% 126.66% 120% 115.86% 1
Slide 3: Growth in TWD Housing Starts versus HIA Housing Starts in NSW
27th February 2018 Growth in TWD Housing Starts as a % versus HIA Housing Starts in NSW as a % as at FY17 Growth in TWD Housing Starts as a % versus HIA Housing Starts in NSW as a % as at FY17 AL For personal use only 400% 385.00% 350% 285.00% 300% Growth (%) 250% 200% 166.00% 150% 119.75% 116.00% 1
Slide 4: TWD Wages as a % of Total Revenue versus HIA Statistics
27th February 2018 TWD Wages as aas% TWD Wages a %of Total of Total Revenue Revenue versus versus HIA Statistics HIA for 1st half Statistics for 1st half FY17FY18 annualised annualised 19.00% For personal use only 17.00% 16.60% 16.10% 16.30% 16.30% 16.30% 15.00% Wages as a % of Total Revenue 13.00%
Slide 5: Advertising Spend as a % of Construction Revenue and Revenue Growth
27th February 2018 Advertising Spend as a % of Construction Revenue and Construction Revenue growth as a % for 1st half FY18 Advertising Spend asannualised a % of Construction Revenue and For personal use only Construction Revenue Growth as a % for 1st half FY17 annualised 3.00% 186.29% 190% 178.28%
Slide 6: Growth in Profit versus Cost Growth
27th February 2018 Growth in Profit as a % versus Cost growth as a % for 1st half FY18 annualised Growth in Profit as a % versus Cost growth as a % for 1st half FY17 annualised For personal use only 200% 183.02% 180% 171.23% 162.00% 160% 161.95% 140% 129.09% Growth (%) 131.05% 120% 125.46% 100% 103.
Slide 7: TWD Profit Before Tax after Interest Expense versus HIA Industry Statistics
27th February 2018 TWD Profit Before Tax after Interest Expense as a % of Total Revenue versus HIA Industry Statistics forBefore TWD Profit 1stTaxhalf FY18Expense after Interest annualised as a % of Total Revenue For personal use only versus HIA Industry Statistics for 1st half FY17 annualised 12.00
Slide 8: Grossed up Fully Franked Dividend Yield
27th February 2018 Grossed up Fully Franked Dividend Yield for 1st half FY18 annualised Grossed up Fully Franked Dividend Growth for 1st half FY17 annualised For personal use only 45 11.00% 10.59% 9.94% 40 10.60% 38.57cents 10.00% 35.71cents 35 32.86cents 37.14cents 9.73% 9.00% 30cents 30cents 30 8.
Slide 9: TWD Share Price as at 31 December 2017
27th February 2018 TWD Share Price as at 31st December 2017 TWD Share Price as at 31 December 2017 4.5 6,500 For personal use only 4.46 4 6,000 TWD Share Price ($) 3.5 5,500 All Ords Index ($) 3 5,000 2.5 4,500 2 4,000 2012 2013 2014 2015 2016 2017 Dec 2017 Years TWD Share Price All Ords Index “We t
Slide 10: Franchisees and Disclaimer
27th February 2018 QUEENSLAND Franchisees DISCLAIMER ROCKLEA CAIRNS 1821 Ipswich Road, Rocklea QLD 4106 172-174 Mulgrave Rd, Wescourt, QLD 4870 Management of Tamawood Limited (ABN 56 010 954 499) and its subsidiaries (collectively ‘Tamawood’) has made every effort to CHERMSIDE MACKAY ensure the accu