Investor Presentaiton
Qube Growth Drivers
COMBINING MULTIPLE VOLUME DRIVERS WITH DIVERSIFIED VALUE DRIVERS
MULTIPLE VOLUME
DRIVERS
+
DIVERSIFIED VALUE
DRIVERS
||
QUBE
SUSTAINABLE
LONG-TERM GROWTH
GROWTH
EXISTING - BASE
GDP GROWTH
Grow with
the economy
GROWTH OF OUR
CUSTOMERS
Grow with the growth of our
customers product
EXISTING -
MARKET SHARE
MULTI PURPOSE
INFRASTRUCTURE
Port facilities, logistics hubs
etc
GROW MARKET
SHARE
Win new customers
ACQUISITIONS
Example: NAT
Existing and new markets
and services
NEW
EXPAND SERVICE
OFFERING
Provide additional services
to existing customers
NEW MARKETS/
NEW PRODUCTS /
ACQUISITION
Last 15-year track record adding
new markets eg energy, forestry,
rail, resources, agri
GROWTH CAPEX
Example: BlueScope Rail
Supporting new major
contract wins
INFRASTRUCTURE
CAPEX
Example: Utah Point, Container
Logistics, Port Infrastructure
Key infrastructure with long-term
earning profiles
MULTI PURPOSE
OPERATING UNITS
Example: Road transport
and rail
IMPROVE
OPERATIONAL
PRODUCTIVITY
Processes, assets,
systems, people
LEVERAGE
OVERHEADS
Efficient OH base that
support a growing business
ENHANCED VALUE
Pricing
REVENUE = GDP+
MARGIN GROWTH
ROACE = 10%+
EPSA GROWTH
DIVIDEND GROWTH
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