Fletcher Building Limited · NZX:FBU
Fletcher Building — Investor Presentation (September 2011)
10 slides from Fletcher Building's investor presentation, September 2011
Slide 1: The Laminex Group
The Laminex Group TLG Investor Presentation Sept 2011
Slide 2: Australia's Leading decorative surfaces business
Australia’s Leading decorative surfaces business • TLG is a decorative products business with a balanced portfolio • TLG has strong competitive positions in key markets • Growing market share • Taking action to support results in softer market conditions • Leading people focussed on results
Slide 3: TLG has distinct competitive advantages
TLG has distinct competitive advantages 1 • TLG has the largest footprint in both Australia and NZ NETWORK AND • The network provides a high service level with the largest decorative REACH surface sales force 2 • TLG has the widest range of the most fashionable decorative surface PRODUCT RANGE produ
Slide 4: TLG has a diverse business that generates revenue from decorative surfaces
TLG has a diverse business that generates revenue from decorative surfaces to the building market Revenue by product 2010/11 Revenue by Major Region 2010/11 Export Export Componentry 1% 5% 7% 1% 15% 14% SA HPL NZ 19% 19% Other 12% NSW/ACT Rawboard 23% VIC/TAS Decorated QLD Board WA 18% 18% 48% Reven
Slide 5: TLG's manufactured products access the market through Australia's largest branch network
TLG’s manufactured products access the market through Australia’s largest ‘Decorative surfaces branch network’ Gympie MDF/LPM Brisbane Perth Sydney Dardanup PB & LPM Adelaide LPM Melbourne Hamilton Cheltenham HPL Taupo TLG Branch TLG Distribution Centre TLG Plant O’Briens Dongwha
Slide 6: TLG has a strong portfolio of highly recognisable brands
TLG has a strong portfolio of highly recognisable brands Common brands TLG TLG Australia TLG New Zealand Australia & NZ Shared brands leverage ‘Branded House’ strategy ‘House of Brands’ strategy marketing spend
Slide 7: TLG drives demand through consumer/trade marketing and specifier relationships
TLG drives demand for its products through consumer/trade marketing, strong relationships with specifiers and expansive channel merchandising
Slide 8: A strong track record and pipeline of innovation
A strong track record … and pipeline of innovation 180fx - HPL Silk Finish - LPM Alu Doors - Compact New Finishes – Componentry HPL/LPM • A 25% increase in new products proposed for launch in FY12 • Plans in place to double new product revenue in FY13
Slide 9: TLG's initiatives have taken market share resulting in better than market performance
TLG’s initiatives have taken market share resulting in a ‘better than market performance’ TLG Sales and Value of building commencements TLG Sales Value of Building Commencements Mar-2008 Jun-2008 Sep-2008 Dec-2008 Mar-2009 Jun-2009 Sep-2009 Dec-2009 Mar-2010 Jun-2010 Sep-2010 Dec-2010 Mar-2011 Jun-2
Slide 10: TLG focused on its core strategic themes during tougher market conditions
TLG focused on its core strategic themes during tougher market conditions Strategic Themes Actions taken Outcomes • Reduction in labour costs “TLG is on the front foot” Cost • Acting on compressible costs without with cost reductions as sacrificing core business activities economy slows” “New produc
Fletcher Building — Investor Presentation (September 2011) on 6ix