Slide 1: Codan Limited Investor Presentation - Half Year Results to 31 December 2004
oe Codan Limited . Investor Presentation - Half Year Res 28" February & 4st March 2005. | Pee iin? Tl i) eg . ults to 3 ecember es il yy A ini
Slide 2: Revenue, Earnings per Share, Net Profit After Tax
_ MofRevenus __ Eamings per Share (cents) Net profit after tax SH) Te Pia Oe: OOS es Gre eo He a ae Le
Slide 3: Revenue by segment (continued)
continued) / es at Revenue Communications Products Broadeast Products Printed Circuit Boards AGGIE TTT Ae) TE ee Total Revenue Loe ih Se ae i 2 enn oe iE 2 ee | |
Slide 4: Key Financial Information (continued)
Key Financial Information (continued) Statement ofFinancialPosition (Balance Sheet) = 31 Dec 2004 oi Current Assets La oy ine: Cash c —ri—“——S—~—ET ab Receivables : 68 — lpventories le SCOC*=*“#e Beings: i Oller / Co 4a Non-CurrentAsseis; = | | PrQMC UAC ic, su cue, aucun aus am oun ane | Investment
Slide 5: Interim dividend, half year ended December
eB | Half Year Ended 34 Dec ETD ‘ENA OOwXh TANT Interim dividend (cents) per ordinary sha (paid April, fully franked) OO oe Franking oe 100 a Record date a eT oe iE 2 ee | |
Slide 6: Half-Year Results to December 2004
Hali-Year Results to 34 December 2004 conne Modest real growth EBITDA margin: maintained agains exchan no: released second half: Assel and technolo ms radio and 1 Vb
Slide 7: Codan New Manpack HE Radio
Codan New Ma eT Q as ightweight nt: Waterproof i caanrnad SUE in me ae
Slide 8: Codan New Manpack HF Radio
Codan New Manpack HE Radio L od an Vianpack ()-VIAC UL 90 Attan/ Datvon PRC 3160 Codan Q-MAC Titan PRC3160 List Price A$8,650 AS5,435 A$13,229 Transceiver RF Performance vv<o v vv Weight Battery Life (8Ah Battery) Battery Management & Protection Full Alpha Display & Keypad MIL-STD ALE interoperabili
Slide 9: Codan New Release Satcom Product Family
Codan New Release Satcom Product Family _ ne ee Ce SU MINIIE y Codan Ku-Band Transceiv y ee Lo iii _ ye
Slide 10: Codan New Release Satcom Product Family
Codan New Kelease Satcom Product Family Codan 8W Ku-Band NJRC 8W Ku-Band Mitec sw Kwu-Band Codan NJRC Mitec (US Based) List Price US$6,800 US$5,500 US$5,550 Power Consumption Weight Size Extended Band Coverage Monitor & Control CE Compliance Global Service & Support Warranty
Slide 11: The New Codan Digital Microwave Radio
t Uni Outdoor chee — J S ea J < xs 3 ad — ES — ~ Indoor Unit Codan 8800 The New Coda: mmr hi ENN
Slide 12: The New Codan Digital Microwave Radio Product Family
The New Codan Digital Microwave Radio Product Family Ericsson Codan Ericsson DMC NEC Price Equivalent to | Equivalent to | Lower than Codan Codan Codan One Product Family Number of indoor units Number of plug-ins Transmission Quality Redundancy Protection i : |_ part only part only part only High pr
Slide 13: Codan Broadcast
Wal CODAN ‘BROADCAST your vision delivered ee CODAN fis BROADCAST your vision delivered Steve, Lukbes Generel Manager steve lukacs@codan.com.au Te+6! [OIG 8942 2740 Mz +61 [O}017 B62 782 i eA” vwww.codan.com.aufbroadcast oO
Slide 14: PROVIDEO modular interface products
PROVIDEO modular interface products TALIA routers, control panels and audio monitoring bridges
Slide 15: Codan Factory Expansion Project
Codan Factory Expansion Project Belle All af ota | P lan ne d Bu dget / : LA ccc AER TRIN i nine i a nn b ee aoe a i te Q a 7 Expenditure tod Lo oe Lo Co) oe Ce ae Z LL oe it
Slide 16: Building Addition
BUILDING ADDITION = 1660M* Cp 36M EXISTING BUILDING 1640Me LOADING BAY aia abtalatatal
Slide 17: Project
: Project | ee Gi aat cmc — iT i Ed ya Se
Slide 18: Codan Factory Expansion Project
Codan Factory Expansion Proje ct El y [ : a i T oo edi : AOI: Fanaa Fain nce
Slide 19: Codan Factory Expansion Project
Godan Factory Expansion roject _ CODAN a Mite. NEN = ER OTNE : nN ee SE OED ra i TTA ee Cale Tm vi
Slide 20: Communications
Communications oe oF emt iii es in all three pro eh BIE: Actin ill lig
Slide 21: Opportunities for growth - Broadcast Products
Opportunities for growth o Broadcast Products ~ Acquisition of Talia product range » Launch ofCodanBroadcast = Asian distribution netwo Se Export sales growing / CTT kn gy Ae DO a 7 i oo : : it
Slide 22: iii TCT TACHA:
iii TCT TACHA: ae i in FYO5 vs 54/US cent ‘in plage for first half FYO6 at Capital products busi n nig: oe ee: - oe So a _ ero oo Hi ie an - Le subsequent
Slide 23: Outlook and objective
CODA ee iC nT Second half performance will depend on Codan’s objective is to maximise | : jay . \ shareholder value by delivering15% = | Le i SN) Lo hhh TTR ee ae ae ih eT oe iE 2 ee | |
Slide 24: iii i iin TIT Tttthihhhh ss:
iii i iin TIT Tttthihhhh ss: or KHAN A a a | eT ie . ae Ww it