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Investor Presentaiton

24 23 Balance sheet and liquidity position Strong liquidity enabling capital management strategy Debt maturity profile (at 9 February 2017) > Cash balance of $969m at 31 December 2016 700 > Net debt $2.6b, down $154m during 1H17 600 > Debt headroom - $2b 500 Moody's Baa2 credit rating, stable outlook 400 > $500m of Syndicated Term facility repaid February 2017 300 > Revolving facility maturing FY17 to be refinanced with September 2020 maturity 200 > On-market share buy-back to continue 100 0.4% of issued share capital acquired to date 0 Further 4.6% of issued capital can be acquired to October 2017 FY17 FY18 FY19 FY20 FY21 FY22 ■Drawn Bank Debt ■Bond Debt FY23 FY24 FY25 FY26 FY27 Update on rehabilitation review process Anticipated completion in time for FY17 results FY28 FY29 FY30 FY31 FY32 Undrawn Bank Debt Current status Review underway as part of periodic assessment of rehabilitation options and costs: - Third-party assessment of all relevant sites - AGL review of third-party findings - Financial modelling of potential rehabilitation options By end FY17 Outline community engagement and consultation strategy AGL Board review of recommendations Finalise financial modelling Financial impact FY17 balance sheet: corresponding non-cash adjustment in provision balance and asset value FY18 onwards income. statement: any change in provision and asset balance to affect depreciation charge and non-cash interest expense AGL Energy in action AGL Energy in action 12 9/2/2017
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