23 March 2017

Australian Securities Exchange Attention: Companies Department

BY ELECTRONIC LODGEMENT

Dear Sir / Madam

Please find attached a presentation to be made to analysts today regarding Brickwork's financial results for the half year ended 31 January 2017, for immediate release to the market.

Yours faithfully BRICKWORKS LIMITED

Susan Leppinus

Company Secretary

RESULTS

FOR THE HALF YEAR ENDED JANUARY 31 2017

Mr. Lindsay Partridge, Managing Director

PRESENTATION OUTLINE

  • Group Overview

  • Results in Detail

  • Building Products Results

  • Building Products Outlook

  • Land & Development

  • Investments

  • Group Outlook

  • Questions

    OVERVIEW OF BUSINESS UNITS

    Building Products Land & Development Investments

    • Austral Bricks

    • Bristile Roofing

    • Austral Masonry

    • Austral Precast

    • Auswest Timbers

    • Specialised Building Systems

    • Net tangible assets of

    $663 million

    • Development of surplus Building Products land

    • 50% share of $1.3 billion Industrial Property Trust

    • BKW share of net Property Trust assets

    $465 million

    • 42.7% share of WHSP (ASX: SOL, market cap $4.2 billion)

    • Market value of BKW share $1,773 million (at 21 March)

    Net Profit After Tax & Earnings Per Share

    Net Profit After Tax ($million) Earnings Per Share (cents)

    Underlying

    Significant items

    48.3% 47.9%

    111.2 74.7

    56.0 53.4

    62.8

    75.0

    37.9 36.1

    42.4

    50.5

    0.12.9

    1.9

    0.12.0

    1.3

    (20.6)

    (7.2)

    -13.9

    -4.9

    2013 2014 2015 2016 2017

    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

  • Interim dividend 17 cents per share, up 6.3%

1997

1998

1999

2000

2001

2002

2003

2004

5.0 5.0

5.0 5.0 10.0

5.0 6.0 7.5

5.5 7.0 8.5

6.0

8.0 4.0

6.5

9.0

7.0

13.0

9.0

15.0

2005

2006

2007

2008

2009

2010

2011

2012

2013

10.0

11.0

12.0

12.5

12.5

13.0

13.5

13.5

13.5

2014

2015

2016

2017

14.0

15.0

16.0

17.0

Interim Final Special

15 YEAR TOTAL SHAREHOLDER RETURN (TO 31 JAN 2017)

ANNUAL TSR

1 Year

3 Years

5 Years

10 Years

15 Years

Brickworks Limited

(13.6%)

(0.5%)

6.8%

3.3%

8.1%

All Ords Accum Index

17.1%

7.5%

10.3%

4.2%

7.9%

Out/(Under) Perform

(30.7%)

(8.0%)

(3.5%)

(0.9%)

0.2%

300%

250%

200%

Brickworks

+10% since 31 Jan

(+4% for Index)

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 23 March 2017 and is solely responsible for the information contained herein.
Distributed by Public, unedited and unaltered, on 22 March 2017 21:40:07 UTC.

Original documenthttp://www.brickworks.com.au/irm/PDF/1822_0/AnalystPresentationHYJan2017

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