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ASX CEO Connect Presentation Moorebank Precinct East (MPE) – Moorebank Logistics Park QUBE HOLDINGS LIMITED ASX CEO Connect October 2019 IMEX Rail Terminal at MPE Existing warehouses and Target Australia’s new NSW distribution centre at MPE Vision and Strategy Qube’s vision is to be Australia’s leading provider of integrated logistics solutions focussed on import and export supply chains Strategy Market Characteristics Current Markets Deliver operating efficiencies and benefits of • Attractive long term growth outlooks • Containers economies of scale through: (ideally GDP+) • Motor vehicles • Investment in infrastructure, facilities, • Fragmentation and/or inefficiencies in equipment and technology the logistics • Rural commodities supply chains • Continuous focus on innovation • Bulk resources • Impacted by structural change / decline • Oil and gas • Comprehensive integrated supply chain in local manufacturing solutions through a single service • Forestry products provider • Geographical advantages (ie proximity to China / Asia) • Rail and road based solutions delivering • Diversified within target markets by customer, service and geography best modal outcome • Balanced mix between imports and • Strategic locations at or near ports and exports other key infrastructure 2 Malaysia Kuala Lumpur KEY LOCATIONS QUBE Brunei Jurong Port Labuan PT Bintan Singapore Marine Centre GEOGRAPHICAL Papua New Guinea PRESENCE Lae Morobe Province Port Moresby QUBE TODAY • Workforce of over 6,500 employees • Working across over 130 locations in Australia, New Zealand and South East Asia • Leading position in its core markets • Market capitalisation of around A$5.1 billion 3 Appleton Dock AAT Qube Today Operating divisions and strategic investments Operating Division Infrastructure & Property Patrick Stevedores (50%) Qube Logistics Qube Ports & Bulk • Holds interests in strategically located • Qube owns a 50% interest in Patrick, one of properties suitable for development into two major established national operators • Provides broad range of services for import • Provides broad range of logistics services logistics infrastructure and operations providing container stevedoring services in and export of containerised cargo for the import and export of mainly the Australian market non-containerised freight • Developing Moorebank, expected to become • Offers integrated solution suite covering the largest intermodal logistics precinct in • Holds long term lease concessions for and multiple aspects of the supply chain • Focus on automotive, bulk and break bulk Australia, and another property at Minto operates shipping container terminals in the products including vehicles, forestry • Operates nationally across Australia four largest container ports in Australia products, bulk commodities, oil and gas • Owns AAT, a multi-user facility provider to including in all capital city ports and has an projects and general cargo stevedores and focused on vehicle imports • Complements Qube’s other logistics expanding footprint in inland metropolitan activities and country regional areas with • National operator, with port facility locations • Holds investments in Quattro (47.2%) and connections to Australian ports in Australia, New Zealand and South East TQ (50%) for development and operation of • Other 50% owned by Brookfield and its Asia grain and fuel storage and handling terminals managed funds • Holds an investment in Intermodal Group (49%), provider of rail transport services • Holds investments in NSS (50%) and and operator of rail terminals in the Perth Prixcar (25%) for logistics services to the area mining and automotive industries FY 19 FY 19 FY 19 Revenue $1,624.6m Revenue $103.8m Revenue $312.2m (50%) EBITDA $263.3m EBITDA $45.1m EBITDA $105.1m (50%) Note: All revenue and EBITDA figures above are underlying for the 12 months to 30 June 2019. Patrick revenue is shown on a proportionate basis (ie reflecting Qube’s 50% ownership interest). The underlying information excludes certain non-cash and non-recurring items in order to more accurately reflect the underlying financial performance of Qube. References to ‘underlying’ information are to non-IFRS financial information prepared in accordance with ASIC Regulatory Guide 230 (Disclosing non-IFRS financial information) issued in December 2011. Non-IFRS financial 4 information has not been subject to audit or review. Key Financial Outcomes Qube has experienced significant growth in underlying earnings and margins through organic growth, acquisitions and investments funded through a combination of debt and equity FY 16 FY 17 FY 18 FY 19 CAGR (%)* Year ended 30 June (FY16 - ($ million) Underlying Underlying Underlying Underlying FY19) Revenue 1,319.7 1,513.7 1,650.7 1,728.6 9.4% Growth (%) (7.8%) 14.7% 9.1% 4.7% EBITDA 246.3 261.5 269.2 289.3 5.5% Growth (%) (7.9%) 6.2% 2.9% 7.5% Margin (%) 18.7% 17.3% 16.3% 16.7% EBITA 153.7 159.1 164.8 180.5 5.5% Growth (%) (10.8%) 3.5% 3.6% 9.5% Margin (%) 11.6% 10.5% 10.0% 10.4% EBIT 144.8 148.1 153.2 169.3 5.3% Growth (%) (11.7%) 2.3% 3.4% 10.5% Margin (%) 11.0% 9.8% 9.3% 9.8% NPATA 92.8 115.9 122.8 139.2 14.5% Growth (%) (16.5%) 24.9% 6.0% 13.4% * Note: Compound Annual Growth Rate. The underlying information excludes certain non-cash and non-recurring items in order to more accurately reflect the underlying financial performance of Qube. References to ‘underlying’ information are to non-IFRS financial information prepared in accordance with ASIC Regulatory Guide 230 (Disclosing non-IFRS financial information) issued in December 2011. Non-IFRS financial 5 information has not been subject to audit or review. FY 19 Results Highlights Diversified business drives growth FY 19 Divisional Financial highlights FY19 underlying revenue1,2 Patrick Operating 15.3% Division Underlying revenue +4.5% $1,624.6 million Underlying EBITA +6.8% Infrastructure Logistics $160.6 million & Property 34.9% Logistics $711.3 million (-0.4%) 5.1% Ports & Bulk $913.3 million (+8.6%) Infrastruc ture & Property Ports & Bulk +8.8% Underlying revenue +18.4% Underlying EBITA 44.7% $103.8 million $39.2 million FY19 underlying EBITA1,2 Patrick 26.4% Patrick Underlying revenue Underlying EBITA (proportion +8.4% +7.8% $312.2 million $71.6 million al) Infrastructure Operating Notes: & Property Division 1. Indicative split excluding contribution of Corporate division. 14.4% 59.2% 2. Figures include proportional contribution from Qube’s 50% interest in Patrick. The underlying information excludes certain non-cash and non-recurring items in order to more accurately reflect the underlying financial performance of Qube. References to ‘underlying’ information are to non-IFRS financial information prepared in accordance with ASIC Regulatory Guide 230 (Disclosing non-IFRS financial information) issued in December 2011. Non-IFRS financial 6 information has not been subject to audit or review. FY 19 Results Highlights Indicative Revenue Segmentation – Operating Division FY19 revenue by region • Product mix includes a broad range of Global Asia Logistics Ports & Bulk NZ QLD commodities, forestry products, oil and SA Forwarding 1.6% 8.0% 12.2% 13.2% 1.7% gas related activities, vehicles and other QLD NT services, reflecting Qube’s highly NSW WA 23.5% 3.7% diversified business 10.5% 7.6% SA • 4.3% Top 10 Logistics customers represent around 14% of the Operating Division’s VIC 9.2% total revenue and include retailers, manufacturers, shipping lines and food processors VIC TAS 24.9% NSW 5.0% • Top 10 Ports & Bulk customers represent 31.4% WA around 20% of the Operating Division’s 43.2% total revenue and include mining companies, shipping lines, forestry FY19 revenue by industry/product related companies and oil and gas companies Ports & Bulk Other*** Iron Ore Logistics Other* Shipping/ Ancilliary Services 8.8% 9.0% 14.6% Terminal 5.9% Concentrates 18.3% 7.9% Facility Operations *Note: “Other” include freight forwarders as 6.1% Lithium well as infrastructure and project works. 5.2% Retail Oil & Gas Manufacturing 4.5% **Note: “Bulk Scrap and Others” include 22.6% 14.7% Mineral cement, frac sands, talc, fertilisers and Sands 8.1% Vehicles/ Machinery/ aluminium. Boats/ WHSS Coal 4.2% 5.0% Gold 1.7% ***Note: “Other” include containers, general Forest cargo, metal products and sundry income. Mining Agriculture Lime 5.2% Food processing Products Manganese 5.7% 6.3% 13.3% 10.3% 14.8% Bulk Scrap & Others** 7.9% The underlying information excludes certain non-cash and non-recurring items in order to more accurately reflect the underlying financial performance of Qube. References to ‘underlying’ 7 information are to non-IFRS financial information prepared in accordance with ASIC Regulatory Guide 230 (Disclosing non-IFRS financial information) issued in December 2011. Non-IFRS financial information has not been subject to audit or review. FY 19 Results Highlights Continued focus on Safety, Health and Sustainability Safety and Health Sustainability Lost Time Injury Frequency Rate (LTIFR)* Total Recordable Injury Frequency Rate 7 6.6 (TRIFR)** • Qube has undertaken a climate change risk assessment aligned with the Task Force on Climate- related Financial Disclosures recommendations and against future, long-term climate change 6 25 22.4 scenarios 5 4.6 19.3 20 16.4 16.2 4 3.2 14.8 • This involved a detailed assessment of six assets in Australia and one in New Zealand, 3 2.6 2.4 15 collectively covering 27% of Qube’s FY 18 consolidated underlying revenue 9.3 8.9 2 10 0.8 1.1 • The analysis indicated that Qube has a low to moderate risk exposure to climate change 1 5 0 0 • This reflects the nature of Qube’s activities as well as multiple initiatives undertaken to FY13 FY14 FY15 FY16 FY17 FY18 FY19 FY13 FY14 FY15 FY16 FY17 FY18 FY19 minimise greenhouse gas emissions as well as fuel and electricity consumption, through: o Modal shift from road to rail being a pillar of the long term strategy of the Group *Note: LTIFR is the number of Lost Time Injuries for every million hours worked.
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