Australia Coal and Laos Power: Operational and Financial Summary

FX impact analysis guidance on P&L CURRENCY EXPOSURE NPAT IMPACT 4Q2015 (US$m) BANPU APPROXIMATE FX EXPOSURE (US$m) NET LIABILITY NET ASSET NPAT 5% SENSITIVITY 1Q2016 (US$m) Assuming 5% depreciation of local currencies against USD Slowly recovery GDP Banpu: THB bond and others -1 -170 ITMG: IDR asset and liabilities CEY: USD asset Net 0 O 0 -1 40 40 -2 8 ▪ Moderate growth ■ BI cut rate 25 bps in Feb 7 1 ■Moderate growth ▪ Weak commodity price 7 55 55

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