Microsoft Word - Brambles 1H16 Result Presentation Cover letter 22 February 2016


22 February 2016


The Manager - Listings

Australian Securities Exchange Limited Exchange Centre

20 Bridge Street

SYDNEY NSW 2000


Via electronic lodgement


Dear Sir / Madam


COPIES OF SLIDES FOR WEBCAST

Brambles Limited

ABN 89 118 896 021

Level 40 Gateway 1 Macquarie Place Sydney NSW 2000 Australia

GPO Box 4173 Sydney NSW 2001

Tel +61 2 9256 5222 Fax +61 2 9256 5299

www.brambles.com


At 10.15am AEDT today, Tom Gorman, Chief Executive Officer and Zlatko Todorcevski, Chief Financial Officer, will webcast a presentation of Brambles' results for the half-year ended 31 December 2015. The slides for that webcast presentation are enclosed.


The slides and webcast will be available on the Brambles' website at www.brambles.com.


Yours faithfully

Brambles Limited


Robert Gerrard

Group Company Secretary


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Half-Year 2016 Results


22 February 2016



Overview and Results Highlights

Tom Gorman, CEO


2


Group safety performance



25

Brambles Injury Frequency Rate

(per million man hours)


20


15


10


5


0


FY11

FY12

FY13

FY14

FY15

1H16


Continuing businesses1 Reported 2

1 Operations owned continuously throughout FY11 to 1H16, excluding businesses acquired or divested during that period.

2 Includes restatements in FY12 to incorporate acquired operations and, in FY13 and FY14, the demerged Recall business.


3



Guidance raised after strong result


FY16 sales and Underlying Profit guidance raised to 8-10% growth (constant FX) Guidance translates to US$1,015-1,035M Underlying Profit (30 June 2015 FX) FY19 financial performance objectives reaffirmed

1H16 sales growth of 8% driven by new business and organic growth in Pallets, strong expansion in European RPCs

1H16 Underlying Profit growth of 10% reflects Pallets margin improvements Interim dividend increased by half a cent to 14.5 AU cents per share

Non-underwritten Dividend Reinvestment Plan retained at 1.5% discount

Growth capex primarily supporting expansion of established businesses Focus on all business units' ability to deliver satisfactory scale and returns


4

Brambles Ltd. issued this content on 22 February 2016 and is solely responsible for the information contained herein. Distributed by Public, unedited and unaltered, on 21 February 2016 21:53:27 UTC

Original Document: http://news.iguana2.com/brambles/ASX/BXB/907493