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Investor Presentaiton

Sime Darby Industrial ■Strong demand in Australia mining and China infrastructure spending Australasia Sime Darby +29% 13,041 10,127 612 +15,400% (4) Revenue PBIT ■Jun-17 Jun-18 In RM Million FY2017 FY2018 Australasia 5,600 7,166 China 2,691 3,944 Malaysia 1,120 1,184 Southeast Asia 715 747 Total Revenue 10,127 13,041 • Australasia 78 209 China 93 161 Malaysia 48 37 South East Asia 34 27 • • Improved contribution from equipment deliveries to both mining and construction sectors Product support business segment (mainly parts) attributed to higher sales from increased mining activities China • Higher deliveries of new equipment and improved contribution from product support in growing construction sector and initiatives in infrastructure developments Malaysia Weaker results mainly from lower product support sales and low milestone billings from ongoing projects South East Asia Total Core PBIT 253 434 • Disposal of Properties 178 Bucyrus Impairment (257) RM20m share of losses from associate (APAC Energy Rental) (FY2017: RM14m) Total PBIT (4) 612 PBIT margin I 4.7% Core PBIT margin 2.5% 3.3% ROIC 8.0% Property Disposal • Gains from disposal of properties amounting to RM169m in Australia and RM9m in Malaysia Strictly Private & Confidential 33
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