22 September 2016

Australian Securities Exchange Attention: Companies Department

BY ELECTRONIC LODGEMENT

Dear Sir / Madam

Please find attached a presentation to be presented to analysts today regarding Brickworks Limited's financial results for the year ended 31 July 2016, for immediate release to the market.

Yours faithfully BRICKWORKS LIMITED

Susan Leppinus

Company Secretary

RESULTS FOR THE YEAR ENDED

July 31, 2016

22 September 2016

Mr. Lindsay Partridge, Managing Director

Lucent Apartments, North Sydney Featuring Austral Precast

Presentation Outline

  • Overview

  • Results in Detail

  • Building Products Results

  • Building Products Outlook

  • Land & Development

  • Investments

  • Group Outlook

  • Questions

    Brickworks Corporate Structure Building Products Group Land & Development Group Investments

    • Austral Bricks

    • Austral Masonry

    • Bristile Roofing

    • Austral Precast

    • Auswest Timbers

    • Specialised Building Systems

  • Property Sales

  • Property Trust

  • Waste Management

    • 42.72% of WHSP

      Net Profit After Tax & Earnings Per Share

      Net Profit After Tax ($million) Earnings Per Share (cents)

      22% 22%

      Underlying Significant items

      100.0 101.3

      78.9

      120.3

      147.1

      53.4

      67.7 68.4

      81.1

      98.9

      1.5 1.0

      -35.6

      -14.9

      -42.2

      -68.9

      -24.1

      -10.1

      -28.5

      -46.3

      2012 2013 2014 2015 2016

      2012 2013 2014 2015 2016

      Underlying NPAT $147.1m, up 22% Statutory NPAT $78.2m, steady

      Underlying EPS 98.9 cps, up 22% Statutory EPS 52.6 cps, steady

      Fully Franked Dividend (Cents Per Share)

      25.0

      26.0

      26.5

      26.5

      27.0

      27.0

      27.0

      27.0

      28.0

      30.0

      32.0

    • Final dividend 32 cents per share, up 6.7%

1997

5.0

5.0

1998

5.0

5.0

10.0

1999

5.0

5.5

6.0

7.0

7.5

8.5

2000

2001

6.0

8.0

4.0

2002

6.5

9.0

2003

7.0

13.0

2004

9.0

15.0

2005

10.0

21.0

2006

11.0

2007

2008

2009

12.0

12.5

12.5

2010

13.0

2011

13.5

2012

13.5

2013

13.5

2014

14.0

2015

15.0

2016

16.0

Interim Final Special

Total Shareholder Return (to 31 July 2016)

Brickworks Limited

3.9%

10.4%

12.3%

5.7%

8.7%

All Ords Accum Index

4.0%

8.5%

9.4%

5.7%

8.1%

Out/(Under) Perform

(0.1%)

1.9%

2.9%

0.0%

0.6%

ANNUAL TSR 1 Year 3 Years 5 Years 10 Years 15 Years

300%

250%

200%

Brickworks

150%

100%

All Ords Accumulation Index

50%

0%

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

-50%

Brickworks Limited published this content on 22 September 2016 and is solely responsible for the information contained herein.
Distributed by Public, unedited and unaltered, on 21 September 2016 23:23:05 UTC.

Original documenthttp://www.brickworks.com.au/irm/PDF/1750/AnalystPresentationFYJuly2016

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