Investor Presentaiton slide image

Investor Presentaiton

Property Strategy delivering strong results End of operating life (Residential): Chirnside Park, VIC OVERVIEW > Monier owned land in a key urban growth area north east of Melbourne which was used as a clay quarry > Chirnside Park country club had aspirations to re-locate its golf course in the area > A sale and purchase agreement was negotiated for CSR to acquire the former golf course for residential development and sell the country club the clay quarry for a new golf course › Group Property obtained the rezoning for a 581 lot residential sub division DELIVERED DELIVERED DELIVERED BRENDALE, QLD (20km from Brisbane) CSR is completing the final stages of its Brendale Industrial estate which has approximately 35ha under development › Contracts have been exchanged on 15 lots (8ha) at a gross sales amount of $19.5m. Construction expected to be completed in late 2019. Current development projects - Queensland SOLD BY CSR 2011 INDUS DELIVERED DELIVERED DELIVERED OUTCOME » Enabled Monier to extract the remaining clay resources prior to the sale › CSR Building Products benefits from additional product pull through EBIT > $44m EBIT to March 2019 with settlement of 517 lots WARNER, QLD (20km from Brisbane) > The Warner landholdings are currently being used as an operational quarry Morton Bay Council have identified our land within previous urban land investigation studies › CSR has lodged an application for a residential zoning Operating site (Industrial): Horsley Park, NSW PGH Stage 1 Operating Site CSR WARNER RESIDENTIAL DELIVERED DELIVERED DELIVERED BRENDALE INDUSTRIAL OVERVIEW The site is currently being used for brick manufacturing. Clay resources onsite were exhausted which provided an opportunity to rehabilitate the site as an industrial park. The site totals 50 hectares (ha) and can be categorized into 3 stages: › Stage 1 (10ha): recently sold to Frasers Property Group for $58m and recognized in YEM19 results › Stage 2 (20ha): subject to an EOI process while it is being developed › Stage 3 (20ha): currently a PGH Brick operating plant STRATEGY > Finalise remediation + earthworks and take through to full development > Aim to transact Stage 2 in YEM 2021/2022 CONSIDERATIONS Operating site is surrounded by industrial development. This is primarily due to a shortage of zoned and serviced industrial land in Western Sydney, NSW 300 Landfill Lot Stage 2 E2 Enviro Land Property delivering average EBIT from completed and contracted transactions of over $50m per year from 2021 to 2025 30 CSR 38 CSR
View entire presentation