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Boral Timber Boral Limited ABN 13 008 421 761 Level 39, AMP Centre 26 June 2009 50 Bridge Street, Sydney GPO Box 910, Sydney NSW 2001 Telephone (02) 9220 6300 Facsimile (02) 9233 6605 www.boral.com.au The Manager, Listings Australian Securities Exchange Company Announcements Office Level 4 Exchange Centre 20 Bridge Street SYDNEY NSW 2000 Dear Sir We attach copies of presentations relating to the Australian Construction Materials (16 pages), Clay & Concrete (12 pages) and Timber (15 pages) Divisions, Construction Related Businesses (12 pages) and the Southern Employment Lands at the Greystanes Estate (7 pages) being made to analysts in Sydney today. There are 2 slides to a page in each of the presentations. Yours faithfully Margaret Taylor Company Secretary Boral Australian Construction Materials John Douglas Sydney Site Tour 26 June 2009 Boral’s ACM division is an integrated supplier of construction materials and related services External Revenues FY2008 AustralianAustralian ConstructionConstruction MaterialsMaterials QuarriesQuarries TransportTransport ConcreteConcrete External Revenue ~$1,100m External Asphalt Revenue ~$400m Asphalt Cement Cement External Revenue External Revenue ~$50m ~$650m BitumenBitumen QEUQEU LandfillLandfill EBIT ~$50m DevelopmentDevelopment Sydney Site Tour 26 June 2009 2 1 Boral has strong positions across Australia in quarries, concrete and asphalt Quarries: ~ 100 quarries & 4 mobile crushing plants Concrete: ~240 plants including 29 mobile plants Asphalt: ~50 plants including 5 mobile plants Extensive transport fleet Sydney Site Tour 26 June 2009 3 We are organised regionally, with an overlay structure driving common systems and processes QLD/NTQLD/NT NSW/ACTNSW/ACT VIC/TASVIC/TAS SASA WAWA MurrayMurray ReadRead TonyTony CharnockCharnock JohnJohn MalempreMalempre MichaelMichael NegriNegri RogerRoger JohnstonJohnston MetroMetro QuarriesQuarries SEQSEQ QuarriesQuarries MetroMetro QuarriesQuarries QuarriesQuarries CountryCountry Country Country SASA QuarriesQuarries WAWA QuarriesQuarries Greg Price Country Country QuarriesQuarries Greg Price QuarriesQuarries QuarriesQuarries TASTAS QuarriesQuarries Metro Concrete SEQSEQ ConcreteConcrete MetroMetro ConcreteConcrete Metro Concrete Ctry Concrete ConcreteConcrete CountryCountry CountryCountry Ctry Concrete Concrete Concrete SASA ConcreteConcrete WAWA ConcreteConcrete ShaneShane GrahamGraham Concrete Concrete TASTAS ConcreteConcrete Q Crete Concrite Q Crete Concrite AlsafeAlsafe Transport Transport SEQSEQ TransportTransport NSWNSW TransportTransport VICVIC TransportTransport SASA TransportTransport WAWA TransportTransport AndrewAndrew RosengrenRosengren QLDQLD AsphaltAsphalt AsphaltAsphalt NSWNSW AsphaltAsphalt VICVIC AsphaltAsphalt SASA AsphaltAsphalt WAWA AsphaltAsphalt AllensAllens AsphaltAsphalt DougDoug TuckerTucker Sydney Site Tour 26 June 2009 4 2 Quarry End Use (QEU) is supported by an advisory committee with strategic, commercial and property expertise AndrewAndrew JohnJohn DouglasDouglas TimTim GoddardGoddard WarburtonWarburton BarryBarry NeilNeil PaulPaul DaltonDalton SouthernSouthern EmploymentEmployment PropertyProperty PlanningPlanning && Boral Waste LandsLands (SEL)(SEL) Boral Waste DevelopmentDevelopment DevelopmentDevelopment SolutionsSolutions RemediationRemediation WorksWorks Sydney Site Tour 26 June 2009 5 Commercial and engineering activity drove market growth but is now vulnerable Australian Construction Work Done ($06/07 million) 140,000 120,000 Other Engineering 100,000 Construction 80,000 RHS&B 60,000 Commercial & Government 40,000 Alterations & Additions 20,000 New Residential 0 FY87 FY88 FY89 FY90 FY91 FY92 FY93 FY94 FY95 FY96 FY97 FY98 FY99 FY00 FY01 FY02 FY03 FY04 FY05 FY06 FY07 FY08 Source: ABS 8755.0 Construction Work Done, May 2009; RHS&B=Roads, Highways, Subdivisions & Bridges Sydney Site Tour 26 June 2009 6 3 After 7 years of strong growth, the Australian concrete market has started to decline Concrete Market Growth Concrete Market Growth CAGR FY01 to FY08 FYTD Apr-08 to FYTD Apr-09 6.4% AUS -8.0% 10.3% QLD/NT -10.1% 1.8% NSW/ACT -7.8% 6.2% VIC/TAS -9.3% 7.5% SA 0.5% 10.1% WA -2.2% Source: ABS, May 2009 Sydney Site Tour 26 June 2009 7 BIS is forecasting road construction to remain strong Road Construction Activity by Type Road Construction Value of Work Done ($06/07 billion) Forecast Other Subdivisions Local Roads Private Toll Roads Highways & Arterials FY94 FY95 FY96 FY97 FY98 FY99 FY00 FY01 FY02 FY03 FY04 FY05 FY06 FY07 FY08 FY09 FY10 FY11 FY12 FY13 Source: BIS Shrapnel Road Construction Australia. Feb 09 Sydney Site Tour 26 June 2009 8 4 Commercial property trusts, QEU’s traditional customer base, are suffering A-REIT Index July 00 – May 09 3,000 2,500 2,000 1,500 1,000 500 Jul-00 Jul-01 Jul-02 Jul-03 Jul-04 Jul-05 Jul-06 Jul-07 Jul-08 Nov-00 Mar-01 Nov-01 Mar-02 Nov-02 Mar-03 Nov-03 Mar-04 Nov-04 Mar-05 Nov-05 Mar-06 Nov-06 Mar-07 Nov-07 Mar-08 Nov-08 Mar-09 Source: Real Estate Investment Trust Sydney Site Tour 26 June 2009 9 The Government stimulus package is supporting spend in institutions and road works Concrete Asphalt Quarries Schools Program Hospitals Public Housing Defence Housing Roads First Home Owners Boost Sydney Site Tour 26 June 2009 10 5 1H09 EBITDA was down largely impacted by lower QEU earnings and weaker concrete markets Concrete Quarries Asphalt QEU EBITDA Price Volume . Favourable . Favourable . High levels of . Weaker pricing +8% pricing +3% infrastructure property market activity in SEQ and SA . High 1H08 from . Weaker volumes . Weaker concrete in most regions aggregate sale of part of volumes Southern Employment Lands Sydney Site Tour 26 June 2009 11 ACM workplace injury statistics are at historic lows LTIFR1,2 - FY01 to FY09 YTD % Hours lost2 - FY01 to FY09 YTD 14 0.30 12 0.25 10 0.20 8 0.15 6 0.10 4 0.05 2 0 0.00 FY01 FY02 FY03 FY04 FY05 FY06 FY07 FY08 FY01 FY02 FY03 FY04 FY05 FY06 FY07 FY08 YTD FY09 YTD YTD FY09 YTD 1. Lost Time Injury Frequency Rate per 1 million hours worked 2. FY09 YTD is for the period ending May 2009 Sydney Site Tour 26 June 2009 12 6 ACM NSW/ACT includes quarry, recycling, concrete, asphalt and transport businesses Regional GM NSW/ACT Tony Charnock NSW/ACTNSW/ACT MetroMetro MetroMetro NSWNSW /ACT/ACT CountryCountry NSW/ACTNSW/ACT QuarriesQuarries && ConcriteConcrite ConcreteConcrete TransportTransport ConcreteConcrete && AsphaltAsphalt RecyclingRecycling QuarriesQuarries Quarries & Recycling: 23 quarries, 3 recycling Concrete: 103 plants Asphalt: 12 plants and 5 spray depots Extensive transport fleet Sydney Site Tour 26 June 2009 13 NSW/ACT generates ~30% of ACM’s revenue in line with its share of Australian concrete volumes ACM External Revenue by Region Australian Concrete Volume by Region Based on FY08, % Total FY08 = 26.6m m3 VIC & VIC & TAS TAS QLD & NT SA SA QLD & NT WA WA NSW & ACT NSW & ACT Source: ABS Concrete Monitor Sydney Site Tour 26 June 2009 14 7 Declining dwelling activity has caused NSW concrete volumes to decrease for the past five years Sydney Pre-mix Concrete Volumes NSW Country Pre-mix Concrete Volumes By sector, m3 By sector, m3 Engineering Commercial & Government Alterations & Additions Other Dwelling Houses FY00 FY01 FY02 FY03 FY04 FY05 FY06 FY07 FY08 FY00 FY01 FY02 FY03 FY04 FY05 FY06 FY07 FY08 FY09F FY09F Source: BIS Shrapnel Concrete Report, Dec 2008 Sydney Site Tour 26 June 2009 15 We have had a strong cost focus in NSW/ACT . Operational improvement initiatives . Labour cost reduction including SG&A and labour hire . Strong focus on improving logistics, particularly service, payload and percentage loaded kilometres . Concrete mix design improvement using Six Sigma to reduce variability . Asphalt mix design improvement lifting percentage Recycled Asphalt Product (RAP) in mixes . Improved quarry yields and productivity . Increased marketing and lead generation . Structural initiatives . Portfolio rationalisation - exit small non-core operations . Organisational restructure of NSW Country . Boral Transport NSW depot rationalisation . Network optimisation . operating reduced shifts in quarries . mothballing low volume concrete plants Sydney Site Tour 26 June 2009 16 8 Dwelling starts in NSW remain low, but leading finance approvals are improving NSW Finance Approvals and Dwelling Starts Quarterly trend date, number Finance Approvals Dwelling Starts 70,000 14,000 60,000 12,000 50,000 10,000 40,000 8,000 30,000 6,000 20,000 Qtrly Finance Approvals (LHS) 4,000 Qtrly Dwelling Starts (RHS) 10,000 2,000 0 0 Mar-99 Mar-00 Mar-01 Mar-02 Mar-03 Mar-04 Mar-05 Mar-06 Mar-07 Mar-08 Mar-09 Sep-99 Sep-00 Sep-01 Sep-02 Sep-03 Sep-04 Sep-05 Sep-06 Sep-07 Sep-08 Source: ABS 8750.0, 5609.0 Sydney Site Tour 26 June 2009 17 We are investing in our key strategic positions in NSW/ACT . Artarmon Concrete Plant Rebuild . Key plant for northern Sydney CBDs: North Sydney and Chatswood . Supports Brookvale and Thornleigh as a northern cluster . Ideally positioned for future Barangaroo development . DA approved, rebuild will be completed in FY10 . Increased capacity and storage, improved truck access . Marulan Quarry . Future Sydney quarry after Penrith Lakes Development Corporation (PLDC) is exhausted (~ FY13-14) . 105m tonnes of proven reserves . Consent for 3.5m tpa production . Rail link to our existing Sydney terminals in St Peters and Enfield . Capital and operational opportunities with adjacent Blue Circle limestone quarry and cement plant Sydney Site Tour 26 June 2009 18 9 We are rebuilding our Artarmon concrete plant in FY10 to service northern Sydney Thornleigh
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