Whitefield Industrials Limited · ASX:WHF
Whitefield Industrials — Shareholder Meeting (August 2021)
19 slides from Whitefield Industrials's shareholder meeting presentation, Aug 5, 2021
Slide 1: Annual General Meeting August 2021
For personal use only ANNUAL GENERAL MEETING August 2021
Slide 2: Introduction
For personal use only Introduction Angus Gluskie Lance Jenkins Mark Beardow Chairman Director Director Jenelle Webster Will Seddon Stuart Madeley Director Director Co. Secretary 2
Slide 3: Instructions for online attendees: Questions
For personal use only Instructions for online attendees: Questions When the Question function is available, the Q&A icon will appear at the top of the app. To send in a question, simply: • click in the ‘Ask a question’ box and type your question; • then press the send arrow. 3
Slide 4: Instructions for online attendees: Voting
For personal use only Instructions for online attendees: Voting (if not already submitted by proxy) NB If you have already voted by proxy you will not need to submit a vote online, as your proxy vote has already been submitted. However, for those still needing to vote: When the poll is open, the vot
Slide 5: Whitefield's approach to investing
_Whitefield’s approach to investing For personal use only Angus Gluskie Chairman Industrials Quantitative Unbiased Index Plus Industrial businesses have historically We utilize large volumes of data to Our strategy is to invest in a wide range We utilize an enhanced index portfolio provided higher r
Slide 6: The resilience of the Australian economy
For personal use only _The resilience of the Australian economy over the last year was remarkable. _The challenge for the future is to sustain this resilience through the latter stages of the pandemic and through a transition to normalised interest rates. 6
Slide 7: 2021 Financial Year
For personal use only _2021 Financial Year 7
Slide 8: 2021 Results: Earnings
_2021 Results: Earnings For personal use only Angus Gluskie Chairman Earnings Per Share [cents] 19.92 17.79 18.46 17.76 8.97 FY17 FY18 FY19 FY20 FY21 _EPS (49%) • Our investment holdings cut their distributions by 40% on average, slightly better than the benchmark index distribution fall of 46% • Wi
Slide 9: 2021 Results: Dividends
_2021 Results: Dividends For personal use only Angus Gluskie Chairman Long Term Earnings & Dividends Per Share Dividends Per ORD Share 19.75 20.50 20.50 EPS 17.00 17.75 DPS FY17 FY18 FY19 FY20 FY21 _Dividends _31st Consecutive Year in which dividends have been maintained or WHF Ordinary : 10.25 cent
Slide 10: 2021 Results: Investment Performance
_2021 Results: Investment Performance For personal use only Angus Gluskie Chairman Investment Portfolio Returns PA 35% Investment Portfolio 30% Outperformance PA 1.49% 25% 20% 15% 10% 0.25% 0.01% 5% 0% 13 Mth 2 YR 3 YR 1 Yr 13 Mth 2 Yr 3 Yr 5 Yr 20 Yr Whitefield Portfolio S&P/ASX 200 Industrials Acc
Slide 11: 2021 Results: Investment Performance
_2021 Results: Investment Performance For personal use only Angus Gluskie Chairman Returns to 31 Mar 2021 1 Yr 13 Mth pa 2 Yr pa 3 Yr pa 5 Yr pa 20 Yr pa Before Tax Returns Whitefield Portfolio 29.64% 6.17% 8.69% 8.42% 8.15% 8.06% S&P/ASX 200 Industrials Accumulation 33.66% 4.68% 8.44% 8.41% 8.31% 8
Slide 12: 2021 Share Purchase Plan and Placement
_2021 Share Purchase Plan and Placement For personal use only Whitefield has recently completed an institutional placement and launched its 2021 SPP Angus Gluskie Chairman Potential benefits to shareholders The company has been careful to preserve There has been significant demand for Whitefield sha
Slide 13: 2022 Outlook
For personal use only _2022 Outlook 13
Slide 14: 2022 Outlook
For personal use only _2022 Outlook Angus Gluskie Chairman Late stage pandemic dilemmas Late 2021 is likely to see countries pushing to rapidly vaccinate their populations, while attempting to A continued balance a growing urgency to reopen their economies against the protective measures that may be
Slide 15: FY22 Earnings & Dividends
For personal use only _FY22 Earnings & Dividends Consensus Forecast 1Yr Growth Rates From 31st March 2021 40.00% Will Seddon Director 30.00% _Earnings 20.00% Most industries are expected to deliver material 10.00% growth in dividends to shareholders compared with last year as they now cycle the more
Slide 16: Industrial shares are more exposed to key structural growth trends
For personal use only _Industrial shares are more exposed to key structural growth trends Will Seddon Director _Excluding Resources stocks increases ASX200 Industrials index is overweight the Healthcare and FinAccAdm, DataCentre, exposure to sectors such as Healthcare Technology sectors MatureTech,
Slide 17: Industrial shares are less exposed to global actions to mitigate climate change
For personal use only _Industrial shares are less exposed to global actions to mitigate climate change Will Seddon Director Australia’s share of global… Scope 1&2 Emissions per 14% 13.00% Revenue 800 _Australia’s carbon-intensive growth 12% 727 700 strategy is unsustainable 10% 600 8% 500 6% 4.90% •
Slide 18: Thank you for your attendance
For personal use only Thank you for your attendance. 26
Slide 19: Important Information
For personal use only _Important Information General, Limited Commentary: This document contains information about Whitefield and the markets in which it operates. The document is limited in scope and accordingly may not contain all the information necessary for an investor to make an investment dec
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