1 / 24

Analysts Presentation

Welcome to. 2008. Analysts Presentation. PRESENTERS:. Mike Wylie - Chairman. Louwtjie Nel - CEO. Kobie Botha - EXCO, MD Roads & Earthworks. Paul Foley - EXCO, MD Civil & Building. Savannah Maziya - Main Board non-executive. AGENDA:.

Download Presentation

Analysts Presentation

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. Welcome to 2008 Analysts Presentation

  2. PRESENTERS: • Mike Wylie - Chairman • Louwtjie Nel - CEO • Kobie Botha - EXCO, MD Roads & Earthworks • Paul Foley - EXCO, MD Civil & Building • Savannah Maziya - Main Board non-executive

  3. AGENDA: • BEE - Mike Wylie • Company structure - Mike Wylie • Current contracts - Paul Foley & Kobie Botha • Prospects - Louwtjie Nel • Industrial - Mike Wylie • Financial highlights - Savannah Maziya

  4. COMPANY STRUCTURE

  5. Retire at 60 Coaching from 60 Aus, Capital Africa, etc Aus, Capital Africa, etc YOUNG TALENT

  6. FOOTPRINT

  7. INDUSTRIAL

  8. CAPITAL AFRICA STEEL CARACAL 10% WBHO 50% BRAIT 40% CAPITAL AFRICA STEEL 3Q CONCRETE 60% RMS 100% DIWIDAG 50% STAR STEEL 95% SYMO 100%

  9. PROSPECTS

  10. PROSPECTS • Roads & Civils • SANRAL and Provincial Roads - R50 B • DWAF – new and refurbished dams - R 1 B • Transnet and Portnet - R40 B • Gas and petroleum pipelines - R 9 B • ACSA airports - R 8 B • Mining and infrastructure RSA, Ghana,DRC, • Zambia - R 1 B

  11. PROSPECTS • Civils • Medupi and Kusile power stations - R 7 B • Nuclear 1 - R 10 B • SASOL expansion projects - R 5 B • Mining contracts - R 2 B • Coega – Petrosa and biofuels - R 1 B

  12. PROSPECTS • Building • PPP’s – Healthcare and prisons - R10 B • ACSA – Midfields - R20 B • Retail – Upgrades and regional malls - R 7 B • Corporate office blocks - R 1 B • Hotels - R 1 B • Convention centres - R 2 B • Government – National archives - R 2 B • UAE, Mauritius, Zambia

  13. PROSPECTS • Probuild • Retail - R 4 B • Commercial - R 7 B • Residential - R 3 B • Airports - R 3 B • Education - R 3 B

  14. FINANCIAL HIGHLIGHTS

  15. We have grown our revenue by 33% from R8.1b by R2.7 b to R10.8 b last year we grew by R2.3 b some 40%

  16. Our operating margin achieved 8.4% on R10.8 b last year it was 5.1% on R8.1 b

  17. Our compound growth in headline earnings has been 36% per annum since listing

  18. HIGHLIGHTS • WBHO’s earnings per share have improved by 160% • In January 2008 we restructured CAS and reduced our investment to 50%, giving rise to R93 m profit and CAS then became an associate • Headline earnings per share are up 147% after adding back impairment of goodwill and deducting the profit on the sale of CAS and profit on the sale of assets • Balance sheet and cash balances remain strong

  19. RELY ON OUR ABILITY QUESTIONS ?

More Related