ALS LIMITED — Investor Presentation 2011

Dec 20, 2011

RBS Morgan Breakfast Presentation Polo Club 21[st] December 2011

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2011

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Company History

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1863
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Soap & Chemical Company Established

1952

Listed on ASX

Modern Era

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2

Campbell Brothers Structure

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ALS Laboratory Group accounts for >97 percent of Campbell Brothers total earnings

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3

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The best laboratory company in the world

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11,000
staff
>$1 billion 53
revenue countries
+20 million >300
samples laboratories
9
service lines
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4

ALS Revenue by Geography and Division

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5

September 2011 Half Year Snapshot (pre unusual items)

Average USD:AUD (cents)

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84 91 81 90 106
900 180
800 160
700 140
600 120
500 100
400 80
300 60
200 40
100 20
0 0
H1 2008 H1 2009 H1 2010 H1 2011 H1 2012
Revenue EBITDA NPAT
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EBITDA & NPAT (AUD million)
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REVENUE 30[th] September 2011 $668mm

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22%
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EBITDA 30[th] September 2011 $172mm NPAT 30[th] September 2011 $102mm

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45%
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54%
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Full Year Guidance
NPAT $200 - $220
million
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6

ALS – 31 Year Revenue History

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1200
1000
800
600
400
200
0
Year Ending March
1000
100
10
1
Year Ending March
1982 1984 1986 1988 1990 1992 1994 1996 1998 2000 2002 2004 2006 2008 2010 2012
1982 1983 1984 1985 1986 1987 1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012
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ALS Revenue Growth

ALS Group Revenue Growth

• Organic Growth 24%

• • Acquired Growth 17%

• • Currency Impact (9%) Reported Growth 33%

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700
600
500
400
300
200
100
0
ALS Revenue AUD $million
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Revenue Growth H1 2012 Vs. H1 2011

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Industrial
Tribology
Coal
Environmental
Minerals
-20% -10% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
Organic Acquired FX Movement
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8

2008 Melamine Contamination - China

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Hong Kong
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Melamine Milk Contamination - China

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Hong Kong

2008 – 300,000 victims, 51,900 infants hospitalized, 6 deaths Penalties – 2 people executed, 2 given life sentences, 15 given 15 years imprisonment

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Simi Valley
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May 2011 7 bases 187 aircraft

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Hong Kong

Simi Valley – Specialty Air Laboratory

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United States
of America
Simi Valley
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Enbridge Energy Oil Spill – July 2010

Holland

Simi Valley

Hong Kong

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On July 26, 2010, a section of a 30” pipeline split, releasing 1,000,000 gallons of crude oil into Talmadge Creek near Marshall, Michigan. Clean up cost >$700 million

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Enbridge Energy Oil Spill

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Holland – Michigan Laboratory

Clean-up Analytical >$8 million to date >$8 million future

Holland

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Coal Seam Gas – ALS Industrial (Roma)

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Holland
Simi
Valley
Hong Kong
Roma
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AUSTRALIA
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Roma

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Lulea - Sweden

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Lulea
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Holland
Simi Valley
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Hong Kong
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Roma
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Uranium Isotope – soil, hair urine

Gulf War, Yugoslav Wars, Nuclear Power Plants Defense Ministry of Canada, Swedish Peace Keepers, US Health Agency, Westinghouse

Lulea – Sweden Ultra-trace Metals Laboratory

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Arctic Circle
Lulea
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Pesticide Poisoning of Children – Bangladesh April 2009

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Edmonton
Holland
Simi
Valley
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Lulea
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Hong Kong
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Roma
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Centre of Excellence – Edmonton (Canada)

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CANADA
Edmonton
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Australian Mineral Exploration

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Exploration Dollars - Australia (excl Iron Ore & Coal) 35%
Gold
33%
500 Gold
68%
Gold
400
71%
Gold
300 48%
32%
decrease
37% decrease
decrease
200
55%
decrease
100
0
Quarter
Exploration $million per quarter
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