Investor Presentaiton
PART 2:
AUSTRALIA / NEW
ZEALAND AND
INDONESIA
Tony Charnock
Senior Vice President, Asia Pacific
AUSTRALIA
COUNTRY DYNAMICS
Plasterboard share¹
35-40%
WA
Total 190m m²
NT
QLD
40m m²
SA
NSW/
ACT
18m m²
USG Boral
CSR
Knauf
BGC
A
VIC/TAS
USG Boral/CSR-GRA gypsum mine JV
USG Boral/CSR - Rondo metal JV
Total plasterboard manufacturing capacity¹ = 233m m²
1. USG Boral management estimates
28m m²
USG BORAL
INNOVATION INSPIRED BY YOU."
Demand remains robust despite multi-residential
activity moderating YTD FY18
Expect moderate softening in activity in FY19
but remain well above historical averages
underpinned by east coast detached housing
and commercial projects
Industry utilisation to fall following new entrant in
Queensland but remain >80% at current
demand
USG Boral has a leading plasterboard position
79
80View entire presentation