Metcash Limited · ASX:MTS
Metcash — Shareholder Meeting (September 2005)
11 slides from Metcash's shareholder meeting presentation, Sep 1, 2005
Slide 1: Annual General Meeting – CEO Presentation
Annual General Meeting 1 September 2005 CEO Presentation
Slide 2: Agenda
Agenda Financial Highlights Operational Significant Achievements Strategic Update
Slide 3: Financial Highlights
Financial Highlights Ebita margin rose to 2.75% from 2.55% last year. Cost of Doing Business as a percentage of gross profit fell to 68% from 82% 5 years ago. Group Net Profit after Tax rose 11.3% ( before goodwill on consolidation of the acquisition of Metoz ) 52 weeks adjusted. Cashflow fr
Slide 4: Metcash TSR under current management vs competitors and market
Metcash TSR under current management vs competitors and market Note: Total Shareholder Returns (TSR )represents share price appreciation and dividend returns to shareholders 450 400 MTT TSR: 24% p.a. 350 Share price performanc 300 250 200 ASX200 TSR: 10% 150 100 50 0 May 98 Aug 00 Dec 02 Apr 05 MTT
Slide 5: IGA Distribution – Significant Achievements
IGA Distribution – Significant Achievements Sales increased 4% for comparable stores. Ebit increased 9.6% to $141.6 million despite the loss of the Franklins contract. Opened 58 new stores, 45 major store refurbishments and 23 extensions completed during the year. 26.5% growth of corporate b
Slide 6: Australian Liquor Marketers – Significant Achievements
Australian Liquor Marketers – Significant Achievements Sales down 0.5% (52 weeks comparable) but strong growth in sales of 8.6% in the on-premise market. Ebit 14.6% lower at $28.2 million due to volume losses and the competitive nature of the market. Productivity improvements in four major war
Slide 7: Campbells Cash & Carry – Significant Achievements
Campbells Cash & Carry - Significant Achievements Sales increase of 0.2% but confectionery grew by 24.7%. Ebit increased by 17.8% to $17.3 million. Market share of the Modern Petrol and Convenience market grew to 24%. Successfully negotiated "one stop" supply agreement with 7-Eleven. Expan
Slide 8: Strategic Update – Capital Re-Organisation
Strategic Update Capital Re-Organisation March 2005 successful conclusion of schemes of arrangement in South Africa and Australia to create a 100% Australian newly listed company “ Metcash Limited “. Successfully removed uncertainty and concerns arising from the desire of Metoz shareholders to s
Slide 9: Strategic Update – Acquisition of Australian Businesses of FAL
Strategic Update Acquisition of the Australian Businesses of Foodland Associated Limited (FAL) Following the launch of the bid in December 2004 and lengthy negotiations the Directors of FAL have recommended to their shareholders that the Australian businesses be sold to Metcash Limited. The tran
Slide 10: Strategic Update – Acquisition of Australian Businesses of FAL
Strategic Update Acquisition of the Australian Businesses of Foodland Associated Limited (FAL) Notwithstanding the ACCC’s preliminary findings the Board anticipates that a satisfactory resolution of the outstanding issues can be reached and that the process will remain on schedule and that the Sch
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