Tourism : 31Oct2019 - thl Annual Meeting 2019 Presentation

2019 ANNUAL SHAREHOLDERS MEETING PRESENTATION

our view today

Chairman's Address

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Proxies and postal votes

• Valid proxy and postal votes: 34.7M
• Proxy & postal as a percentage of ordinary shares on issue: 23.5%
• Proxies received that have identified the Chairman of the meeting as proxy:
  27.0M

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Our recent market announcement

• Adverse conditions for RV sales in North America have impacted our retail and wholesale margins.
• If this continued throughout the remainder of FY20, then NPAT would fall significantly below the average earnings projections of the four analysts who cover thl.
• We are better placed to react and to develop our long term market position than ever before.
• We remain focused on our long term goals and will utilise our strong balance sheet and expertise to realise those goals.

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Meeting

Structure

• Chairman's address
• • Future-Fitand shareholder discussion
• CEO's address
• Formal items of business
• General business
• Q&A
• Afternoon tea

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