Integrated Business Platform Expansion slide image

Integrated Business Platform Expansion

Results Highlights Summary of results (RMB Billion)4 2012 2013 2014 2014 YoY growth Total Asset 136.5 206.2 268.0 30.0% Total Liability 97.6 160.2 205.6 28.3% Total Debt 36.9 56.2 61.1 8.7% Adjusted cash and cash 16.6 26.7 27.2 1.9% equivalent¹ Net Debt¹ 20.3 29.6 33.9 14.5% Shareholder's equity 37.6 44.0 56.7 29.0% No. of projects 118 171 238 39.1% (RMB Billion)4 2012 2013 Contracted Sales 47.6 106.0 2014 2014 YoY growth 128.8 21.5% Contracted GFA 7.6 15.9 19.3 21.04% (Million sqm.) Revenue 41.9 62.7 84.5 34.8% Gross Profit 15.3 19.0 22.1 16.0% Post-LAT Gross Profit 13.1 17.3 20.4 17.7% Total SG&A 3.8 6.3 7.5 18.6% % of contracted sales 7.9% 6.0% 5.82% Profit Attributable to the Owners 6.9 8.5 10.2 of the Company Core Profit Attributable to the 6.8 8.0 9.2 15.5% Owners of the Company² EPS (Cents)5 37.49 45.97 53.45 16.3% -0.18 percentage points 20.1% Highlights for 2014 ☑ Total revenue was around RMB84.55 bn, representing a 34.8% year-on-year growth ✓ Post-LAT gross profit was RMB20.41 bn, representing a 17.7% year-on-year growth ☑ Profit attributable to equity owner was around RMB10.23 bn, representing a 20.1% year-on-year growth ✓ Core net profit2 was RMB9.24 bn, representing a 15.5% year-on-year growth ✓ Weighted average borrowing cost was 8.16%, 0.38 percentage points lower than that of 2013 Net gearing was around 59.7% as of December 31, 2014, 7.6 percentage points lower than as of December 31, 2013 ✓ Contracted sales was around RMB128.79 bn in 2014, representing a 21.5% year-on-year growth, beating our sales target. Contracted GFA was around 19.28 mn sqm., representing a 21.0% year-on-year growth ✓ There were 238 projects under different stages of development as of Dec 31 2014, with an attributable GFA of 79.10 mn sqm.³ -6.3 percentage Dividend Payout 37.0% 38.8% 32.5% Note: Dividend (Cents) 13.86 16.83 14.75 points -12.4% 1 2 -0.38 percentage Weighted Average Borrowing Cost 9.6% 8.5% 8.16% points 3456 Adjusted cash and cash equivalents = cash and cash equivalents + restricted cash Excluding change in fair value of investment properties, net foreign exchange gain or loss on financing activities, loss in early redemption of US$550mm senior notes due 2017 Obtained land use right certificates, development and operation right Unless stated otherwise Affected by the rights issues in 2014, EPS figures in 2012 and 2013 are restated Total dividend / Total core profit attributable to the owners of the company 3
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