Wesfarmers Limited · ASX:WES

Wesfarmers — Macquarie Conference 2021

15 slides from Wesfarmers's conference presentation, May 6, 2021

  1. Slide 1: Briefing Presentation – Correction of Typographical Error

    For personal use only 6 May 2021 The Manager Market Announcements Office Australian Securities Exchange Dear Manager, BRIEFING PRESENTATION – CORRECTION OF TYPOGRAPHICAL ERROR Wesfarmers Limited refers to the Macquarie Conference Briefing Presentation (Presentation) released to the market on 5 May 2

  2. Slide 2: Macquarie Conference 2021

    For personal use only Macquarie Conference 2021 Wednesday 5 May 2021

  3. Slide 3: Primary objective: satisfactory return to shareholders

    Wesfarmers’ primary objective is to provide a satisfactory return to shareholders For personal use only We believe it is only possible to achieve this over the long term by: Anticipating the needs of our Looking after our team Engaging fairly with our customers and delivering members and providing a

  4. Slide 4: Building trust to support long-term value creation

    Building trust to support long-term value creation Wesfarmers has continued to play a critical role in supporting customers, partners and the For personal use only communities in which our businesses operate through COVID-19 Anticipating the needs of our Looking after our team Engaging fairly with o

  5. Slide 5: Superior long-term financial performance

    Superior long-term financial performance For personal use only Wesfarmers has a track record of delivering superior long-term performance TSR Index (November 1984 = 100) Total shareholder return1 60,000 Wesfarmers: 18.9% (CAGR) All Ordinaries Accumulation Index: 10.8% (CAGR) 50,000 TSR CAGR (%) Wes

  6. Slide 6: Strong progress against key priorities

    Strong progress against key priorities Wesfarmers has made strong progress to accelerate data and digital capabilities, position the For personal use only portfolio for growth and address areas of underperformance • Total online sales of $2.0b recorded for 1H21, including the Catch marketplace Accel

  7. Slide 7: Investment in data and digital capabilities

    Investment in data and digital capabilities Following significant investment in recent years, digital engagement with customers is For personal use only increasing across the Group’s businesses Total retail online sales1 Divisional online penetration $m % of sales 2,500 40 37.1 35 2,000 29.7 30 25 1

  8. Slide 8: Group financial performance update

    Group financial performance update Wesfarmers recorded a strong result for the first half of FY21, reflecting progress against For personal use only the Group’s strategic priorities $17,774M $1,414M 125.0cps REVENUE NET PROFIT EARNINGS AFTER TAX PER SHARE 16.6% 25.5% 25.5% $871M $2,216M 88¢ NET CASH

  9. Slide 9: Capital allocation approach aligned to superior long-term returns

    Capital allocation approach aligned to superior long-term returns For personal use only Opportunities to deliver superior and sustainable returns by investing for the long term Portfolio of Value-accretive Adjacent opportunities existing businesses transactions – Opportunities to invest and drive co

  10. Slide 10: Bunnings

    Bunnings Development of Bunnings’ digital capabilities and enhancing the offer for commercial For personal use only customers provides new growth opportunities Digital evolution Commercial customer Technology investments continue to improve the Improving commercial offer to better service builders,

  11. Slide 11: Kmart Group

    Kmart Group Pleasing progress has been made on actions to optimise the Target store network and For personal use only accelerate the growth of Kmart • Store conversions expected to support Kmart Group’s growth by: – Accelerating Kmart’s network growth to address key market gaps while increasing the

  12. Slide 12: Officeworks & Industrial and Safety (WIS)

    Officeworks & Industrial and Safety (WIS) Officeworks is focused on expanding its B2B, education and Print & Create offers For personal use only WIS turnaround remains a work in progress with continued investment in the ERP system Officeworks Industrial and Safety • Continued execution of the strate

  13. Slide 13: WesCEF

    WesCEF The Mt Holland lithium project provides a new growth opportunity that capitalises on WesCEF’s For personal use only chemical processing capabilities and track record of delivering plant development projects • Wesfarmers together with 50:50 JV partner, SQM, Overview of Mt Holland lithium proje

  14. Slide 14: Questions

    For personal use only Questions

  15. Slide 15: For personal use only

    For personal use only

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