21 September 2017

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 2017, for immediate release to the market.

Yours faithfully BRICKWORKS LIMITED

Susan Leppinus

Company Secretary

Brickworks Limited T +61 (2) 9830 7800

ABN 17 000 028 526 F +61 (2) 9830 1328

738 - 780 Wallgrove Road, Horsley Park NSW 2175 info@brickworks.com.au PO Box 6550, Wetherill Park NSW 1851 brickworks.com.au

RESULTS

FOR THE YEAR ENDED JULY 31 2017

Mr. Lindsay Partridge, Managing Director

PRESENTATION OUTLINE

  • Group Overview

  • Results in Detail

  • Building Products Results

  • Building Products Outlook

  • Property

  • Investments

  • Group Outlook

  • Questions

    OVERVIEW OF BUSINESS UNITS

    Building Products Property Investments

    • Austral Bricks

    • Bristile Roofing

    • Austral Masonry

    • Austral Precast

    • Auswest Timbers

    • Net tangible assets of

    $607 million

    • Development of surplus Building Products land

    • 50% share of $1.4 billion Industrial Property Trust

    • BKW share of net Property Trust assets

    $480 million

    • 42.7% share of WHSP (ASX: SOL, market cap $4.2 billion)

    • Market value of BKW share $1,804 million

    Barkers Road Townhouses

    Bowral Bricks

    Net Profit After Tax & Earnings Per Share

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

    Underlying

    Significant items

    33.6% 33.2%

    100.0 101.3

    78.9

    120.3

    147.1

    196.4

    53.4

    67.7 68.4

    81.1

    98.9

    131.8

    (35.6)

    (14.9)

    1.5

    (42.2)

    (68.9)

    (10.2)

    (24.1)

    (10.1)

    1.0

    (28.5)

    (46.3)

    (6.9)

    2012 2013 2014 2015 2016 2017

    2012 2013 2014 2015 2016 2017

    DIVIDENDS (CENTS PER SHARE)

    21.0

    25.0

    26.0

    26.5

    26.5

    27.0

    27.0

    27.0

    27.0

    28.0

    30.0

    32.0

    34.0

  • Final dividend 34 cents per share, up 6.3%

1998

5.0 5.0 10.0

1999

5.0 6.0 7.5

2000

5.5 7.0 8.5

2001

6.0

8.0 4.0

2002

6.5

9.0

2003

7.0

13.0

2004

9.0

15.0

2005

2006

2007

10.0

11.0

12.0

2008

12.5

2009

12.5

2010

13.0

2011

13.5

2012

13.5

2013

13.5

2014

14.0

2015

15.0

2016

16.0

2017

17.0

Interim Final Special

15 YEAR TOTAL SHAREHOLDER RETURN (TO 31 JUL 2017)

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

Brickworks Limited (8.9%) 0.6% 9.0% 3.2% 8.7%

All Ords Accum Index 6.6% 5.3% 10.8% 3.7% 8.9%

Out/(Under) Perform (15.5%) (4.7%) (1.8%) (0.5%) (0.2%)

300%

250%

Brickworks

200%

150%

100%

All Ords Accumulation Index

50%

0%

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

-50%

Brickworks Limited published this content on 21 September 2017 and is solely responsible for the information contained herein.
Distributed by Public, unedited and unaltered, on 20 September 2017 22:49:05 UTC.

Original documenthttp://www.brickworks.com.au/irm/PDF/1857_0/AnalystPresentationFYJuly2017

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