Anz Group Holdings Limited · ASX:ANZ
Anz — Shareholder Meeting (December 2010)
25 slides from Anz's shareholder meeting presentation, Dec 17, 2010
Slide 1: For personal use only
For personal use only
Slide 2: Michael Smith, Chief Executive Officer
Michael Smith Chief Executive Officer AGM 2010
Slide 3: Graham Hodges, Peter Marriott
Graham Hodges Peter Marriott a AGM 2010
Slide 4: Phil Chronican, Shayne Elliott
Phil Chronican Shayne Elliott AGM 2010
Slide 5: Alex Thursby, David Hisco
Alex Thursby David Hisco AGM 2010
Slide 6: Chris Page, Joyce Phillips
Chris Page Joyce Phillips AGM 2010
Slide 7: David Cartwright, Susie Babani
David Cartwright Susie Babani AGM 2010
Slide 8: Anne Weatherston
Anne Weatherston AGM 2010
Slide 9: Largest ASX companies in 1980 and 1990
Out of the 50 largest companies listed on the ASX in 1980 only 17 remained in 1990... 50 AGM 2010
Slide 10: ...only remain today
...only 9 remain today. AGM 2010
Slide 11: Financially conservative and disciplined; innovation; strong sense of identity
Financially conservative and disciplined rN Foster == Astrong | innovation | sense of _ and adapt | identity and \_ to change / purpose
Slide 12: Restore, Out Perform, Transform
Transform Out Perform Restore * Quality on par with global leaders in our markets eae cae * Best of breed customer Create a leading aiaaeed experience . * Restore “jaws” oa Super Regional bank eel basen = In-fill mergers and acquisitions faster than costs in Asia Global quality F * Drive Asia profit
Slide 13: For personal use only
For personal use only
Slide 14: Growth in the region
Growth in the region driven by: ~ Immigration Surplus Savings Migration & Investment ~ Commodity exports Manufactured goods Education ~ Tourism Commodities AGM 2010
Slide 15: Two-way merchandise trade weights
Two-way merchandise trade weights United States Europe Asia 1980 1985 1990 2000 2005 AGM 2010
Slide 16: Underlying profit growth and earnings by division
10 Underlying Profit Growth Underlying earnings ane as a % of Group vFY09 Australia 42% AUSTRALIA 72% i Asia Pacific Europe & America(USD) 21% APEA 14% 23% 6, 40% NEW ZEALAND 14% a AGM 2010
Slide 17: Underlying profit growth and mortgage growth
10 Underlying Profit Growth Mortgage Growth FY10 vFY09 Australia 42% 9% System ANZ Asia Pacific Europe & America(USD) 21% - Retail Deposit Growth Institutional 23% Zealand (NZD) 40% AGM 2010
Slide 18: Strong loan and deposit growth
010 Underlying Profit Growth Strong loan deposit FY10 growth from organic vFY09 business and RBS acquisition Australia 42% Asia Pacific Europe & America(USD) 21% Institutional 23% USDb 46 Zealand (NZD) 40% 2009 mLoans 2010 @ Deposits AGM 2010
Slide 19: Total customer income
10 Underlying Profit Growth Total Customer Income FY10 vFY09 Australia 42% Domestic Booked Asia Pacific Europe & America (USD) Super Regional strategy capturing cross border revenue flows AGM 2010
Slide 20: Maintaining leading market share in New Zealand
2010 Underlying Profit Growth Ramtaina leading FY10 market share! vFY09 39% 39% 33% Australia 42% ssid 27% Asia Pacific Europe & America(USD) 21% Institutional New Zealand (NZD) Retail Credit Commercial Rural Customer Mortgages Cards_—Main Bank Deposits 1. RBNZ and TNS New Zealand Ltd Business Finan
Slide 21: GDP annual % change, East Asia ex-Japan
GDP Annual % Change East Asia ex-Japan 1996 2008 2010 2012 1998 2000 2002 2004 2006 AGM 2010 A
Slide 22: GDP annual % change
1994 1996 GDP Annual % Change 1998 2000 2002 2004 2006 2008 2010 2012 AGM 2010
Slide 23: Term deposit rate and term funding costs
ANZ 3-Month Term Deposit Rate vs RBA Cash Rate 7 2007 2008 2008 2009 2009 2010 thTerm Deposit Rate © RBA Cash Rate Indicative Term Funding Costs (basis points above BBSW) 190 7 0 Term in years Domestic —Pre-GFC AGM 2010
Slide 24: For personal use only
For personal use only
Slide 25: For personal use only
For personal use only
ANZ Group Holdings — Shareholder Meeting (December 2010) on 6ix