Macmahon Holdings Limited · ASX:MAH
Macmahon — Shareholder Meeting (November 2008)
10 slides from Macmahon's shareholder meeting presentation, Nov 7, 2008
Slide 1: Annual General Meeting 2008
Annual General Meeting 2008 Q MACGCMAHON
Slide 2: 2008 performance
2008 performance For personal use only Record revenue $1,244.4 million Record profit after tax $48.8 million Record earnings per share 9.2 cents per share Record dividends per share 5.5 cents per share Record order book $2,138 million 2 Macmahon Annual General Meeting 2008
Slide 3: Employees & safety
Employees & safety For personal use only Group safety performance Group employee numbers 25 4,000 20 3,000 15 2,000 10 1,000 5 0 - 2004 2005 2006 2007 2008 2004 2005 2006 2007 2008 LTIFR TRIFR 3 Macmahon Annual General Meeting 2008
Slide 4: Performance driven
Performance driven For personal use only Revenue ($m) Profit ($m) 60 1400 50 1200 48.8 1000 40 800 $m 30 33.4 $m 1244 27.4 600 966 20 400 864 637 15.9 10 11.6 200 421 0 0 2004 2005 2006 2007 2008 2004 2005 2006 2007 2008 4 Macmahon Annual General Meeting 2008
Slide 5: Order book
Order book For personal use only Order book ($m) 2,500 2,000 1,500 $m 2138 1,000 2005 1218 500 925 784 - FY04 FY05 FY06 FY07 FY08 5 Macmahon Annual General Meeting 2008
Slide 6: Our customers
Our customers Iron ore Stainless steel materials 23% of order For personal use only book Base metals Metallurgical coal 15% of order Diamonds Iron ore book Roads Rail Road maintenance Total State and government Federal comprises governments 37% of order Bridges Water infrastructure book Long - term
Slide 7: Delivering returns
Delivering returns For personal use only Earnings & dividends per share Return on equity (%) 10 25% 9 19.4 9.2 8 20% 15.9 15.8 7 6 5.5 15% 13.2 6.4 Cents 5 11.7 5.5 4 10% 4.2 3.0 3 3.5 2.0 2 1.0 5% 1 0.5 0 0% 2004 2005 2006 2007 2008 2004 2005 2006 2007 2008 EPS (cents) DPS (cents) 7 Macmahon Annual
Slide 8: Our people
Our people For personal use only 8 Macmahon Annual General Meeting 2008
Slide 9: Macmahon share price performance
Macmahon share price performance For personal use only Macmahon, peers and ASX200 160 140 120 100 80 60 40 20 0 2/07/2007 2/08/2007 2/09/2007 2/10/2007 2/11/2007 2/12/2007 2/01/2008 2/02/2008 2/03/2008 2/04/2008 2/05/2008 2/06/2008 2/07/2008 2/08/2008 2/09/2008 2/10/2008 2/11/2008 MAH Comparables In
Slide 10: Annual General Meeting 2008
Annual General Meeting 2008 Q MACGCMAHON
Macmahon Holdings — Shareholder Meeting (November 2008) on 6ix