eaec2407-2057-4386-9081-7da76b5d0e3d.pdf


17 November 2015


The Manager-Listings

Australian Securities Exchange Limited Exchange Centre

20 Bridge Street

SYDNEY NSW 2000


Via electronic lodgement


Dear Sir / Madam


Brambles Limited - Presentation Slides

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


Brambles' Chief Executive Officer, Tom Gorman, will this morning make a presentation to the UBS Australasia Conference 2015 in Sydney. Attached are the slides he will use for that presentation.


Yours faithfully

BRAMBLES LIMITED


Robert Gerrard

Company Secretary


This page intentionally left blank.


UBS Australasia Conference

17 November 2015 Tom Gorman

CEO


Investor value proposition



Our customer value proposition enables a strong and sustainable competitive advantage…

…which drives superior rates of

economic return (i.e. high quality of opportunity)…


…and positions us uniquely to deliver superior levels of growth (i.e. high quantity of opportunity)


Objectives

Annual percentage sales revenue growth in the high single digits (constant FX)

Consistent incremental improvement in Group ROCI to 20% by FY191



1 FY19 objective was provided in December 2013 and is prior to the impact of acquisitions made after that date.


2

Context for our objectives We are committed to sustainable value creation


  1. The 20% objective is realistic over time and demonstrates our commitment to disciplined capital allocation


  2. We are not going to prioritize a short-term financial outcome in any given year if it is not in the interest of long-term value


  3. Executives are not incentivized by a specific ROCI target but by long-term delivery of both growth and economic value-added


Our commitment is to continue to invest in opportunities that help customers make their supply chains better and enable growth in both quality and quantity for our shareholders



3


Network advantage - an example CHEP Europe case study


Service centers


'TPM' facilities


Manufacturers


Retailers


Manufacturers' flows


Collections


4

distributed by