21 September 2017
Australian Securities Exchange Attention: Companies Department
BY ELECTRONIC LODGEMENTDear Sir / Madam
Please find attached a presentation to be presented to analysts today regarding Brickworks Limited's financial results for the year ended 31 July 2017, for immediate release to the market.
Yours faithfully BRICKWORKS LIMITED
Susan LeppinusCompany Secretary
Brickworks Limited T +61 (2) 9830 7800
ABN 17 000 028 526 F +61 (2) 9830 1328
738 - 780 Wallgrove Road, Horsley Park NSW 2175 info@brickworks.com.au PO Box 6550, Wetherill Park NSW 1851 brickworks.com.au
RESULTS
FOR THE YEAR ENDED JULY 31 2017
Mr. Lindsay Partridge, Managing Director
PRESENTATION OUTLINE
Group Overview
Results in Detail
Building Products Results
Building Products Outlook
Property
Investments
Group Outlook
Questions
OVERVIEW OF BUSINESS UNITS
Building Products Property InvestmentsAustral Bricks
Bristile Roofing
Austral Masonry
Austral Precast
Auswest Timbers
Net tangible assets of
$607 million
Development of surplus Building Products land
50% share of $1.4 billion Industrial Property Trust
BKW share of net Property Trust assets
$480 million
42.7% share of WHSP (ASX: SOL, market cap $4.2 billion)
Market value of BKW share $1,804 million
Barkers Road Townhouses
Bowral Bricks
Net Profit After Tax & Earnings Per Share
Net Profit After Tax ($million) Earnings Per Share (cents)Underlying
Significant items
33.6% 33.2%
100.0 101.3
78.9
120.3
147.1
196.4
53.4
67.7 68.4
81.1
98.9
131.8
(35.6)
(14.9)
1.5
(42.2)
(68.9)
(10.2)
(24.1)
(10.1)
1.0
(28.5)
(46.3)
(6.9)
2012 2013 2014 2015 2016 2017
2012 2013 2014 2015 2016 2017
DIVIDENDS (CENTS PER SHARE)
21.0
25.0
26.0
26.5
26.5
27.0
27.0
27.0
27.0
28.0
30.0
32.0
34.0
- Final dividend 34 cents per share, up 6.3%
1998
5.0 5.0 10.0
1999
5.0 6.0 7.5
2000
5.5 7.0 8.5
2001
6.0
8.0 4.0
2002
6.5
9.0
2003
7.0
13.0
2004
9.0
15.0
2005
2006
2007
10.0
11.0
12.0
2008
12.5
2009
12.5
2010
13.0
2011
13.5
2012
13.5
2013
13.5
2014
14.0
2015
15.0
2016
16.0
2017
17.0
Interim Final Special
15 YEAR TOTAL SHAREHOLDER RETURN (TO 31 JUL 2017)
ANNUAL TSR 1 Year 3 Years 5 Years 10 Years 15 Years
Brickworks Limited (8.9%) 0.6% 9.0% 3.2% 8.7%
All Ords Accum Index 6.6% 5.3% 10.8% 3.7% 8.9%
Out/(Under) Perform (15.5%) (4.7%) (1.8%) (0.5%) (0.2%)
300%
250%
Brickworks
200%
150%
100%
All Ords Accumulation Index
50%
0%
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
-50%
Brickworks Limited published this content on 21 September 2017 and is solely responsible for the information contained herein.
Distributed by Public, unedited and unaltered, on 20 September 2017 22:49:05 UTC.
Original documenthttp://www.brickworks.com.au/irm/PDF/1857_0/AnalystPresentationFYJuly2017
Public permalinkhttp://www.publicnow.com/view/6D031BDD6017ED7870B6F75823A98049213DB180