BEACON LIGHTING GROUP LIMITED — Major Shareholding Notification 2020

Feb 6, 2020

Form 603 Corporations Act 2001 Section 671B Notice of initial substantial holder

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|To: Company Name/Scheme:|BEACON LIGHTING GROUP LIMITED|
|ACN/ARSN:|164 122 785|
|1. Details of substantial holder|
|Name|First Sentier Investors Holdings Pty Limited ACN 630 725 558 and its related bodies corporate listed in annexure A|
|The holder became a substantial holder on:|05/02/2020|

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2. Details of voting power

The total number of votes attached to all the voting shares in the company or voting interests in the scheme that the substantial holder or an associate had a relevant interest in on the date the substantial holder became a substantial holder are as follows:

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Class of securities Number of securities Person's votes Voting power (%)
Fully Paid ordinary shares 11,224,018 11,224,018 5.10%
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*Note these securities are comprised of 11,217,604 shares in which First Sentier Investors Holdings Pty Limited and its subsidiaries have voting power and 6,414 securities in which First Sentier Investors Holdings Pty Limited's ultimate parent, Mitsubishi UFJ Financial Group, Inc. on and from 2 August 2019, has informed it that it has voting power prior to the date of this notice.

3. Details of relevant interests

The nature of the relevant interest the substantial holder or an associate had in the following voting securities on the date the substantial holder became a substantial holder are as follows:

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|Holder of relevant interest|Nature of relevant interest|Class and number of securities|
|Relevant interest under paragraph 608(1)(b) and/or|
|608(1)(c) of the Corporations Act 2001 (Cth), being a|
|relevant interest arising from having the power to|
|control the exercise of the right to vote attached to|
|securities and/or to control the exercise of the power to|
|First Sentier Investors (Australia) IM Ltd ACN|dispose of securities in its capacity as investment|
|114 194 311|manager, as provided for under its investment mandates.|7,981,313|Fully paid ordinary shares|
|In addition, if any OTC derivatives, warrants or other|
|securities (other than ordinary shares or ordinary units|
|(as applicable)) are referred to below in this row, the|
|relevant interest in respect of those securities arises|
|under subsection 608(8) being an accelerated relevant|
|interest held in the same capacity.|
|MUFG owns 100% of First Sentier Investors Holdings|
|Pty Ltd (indirectly) and has informed First Sentier|
|Investors Holdings Pty Ltd that it has a relevant interest|
|in the shares noted in this column. Accordingly, First|
|Sentier Investors Holdings Pty Ltd has a relevant interest|
|Mitsubishi UFJ Financial Group, Inc. Not|or voting power in those shares pursuant to section|6,414|Fully paid ordinary shares|
|Applicable|608(3) or section 12(2)(a) of the Corporations Act (as|
|relevant). MUFG has not provided any further details of|
|that relevant interest - accordingly no transaction|
|information is recorded in Appendix B or holder|
|information is recorded in Section 4. Reference is made|
|to any subsequent filing of MUFG which will reflect this|
|interest.|
|Relevant interest under paragraph 608(1)(b) and/or|
|608(1)(c) of the Corporations Act 2001 (Cth), being a|
|relevant interest arising from having the power to|
|control the exercise of the right to vote attached to|
|securities and/or to control the exercise of the power to|
|dispose of securities in its capacity as investment|
|First Sentier Investors Realindex Pty Ltd ACN|
|133 312 017|manager, as provided for under its investment mandates.|3,236,291|Fully paid ordinary shares|
|In addition, if any OTC derivatives, warrants or other|
|securities (other than ordinary shares or ordinary units|
|(as applicable)) are referred to below in this row, the|
|relevant interest in respect of those securities arises|
|under subsection 608(8) being an accelerated relevant|
|interest held in the same capacity.|

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4. Details of present registered holders

The persons registered as holders of the securities referred to in paragraph 3 above are as follows:

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Holder of relevant Registered holder of Person entitled to be Class and number of securities
interest securities registered as holder
First Sentier Investors (Australia) IM Ltd ACN 114 194 311 Citibank N A Hong Kong 2,405,762 [Fully paid ordinary ] shares
First Sentier Investors (Australia) IM Ltd ACN 114 194 311 Citicorp Nominees Pty Limited (Australia) 5,575,551 [Fully paid ordinary ] shares
First Sentier Investors Realindex Pty Ltd ACN 133 312 017 Citibank N A Hong Kong 2,069,509 [Fully paid ordinary ] shares
First Sentier Investors Realindex Pty Ltd ACN 133 312 017 JPMorgan (UK) 376,582 [Fully paid ordinary ] shares
First Sentier Investors Realindex Pty Ltd ACN 133 312 017 National Custodian Services 790,200 [Fully paid ordinary ] shares
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5. Consideration

The consideration paid for each relevant interest referred to in paragraph 3 above, and acquired in the four months prior to the day that the substantial holder became a substantial holder is as follows:

Holder of relevant interest	Date of acquisition	Consideration		Class and number of securities
		Cash	Non-cash
See annexure B to this notice

6. Associates

The reasons the persons named in paragraph 3 above are associates of the substantial holder are as follows:

Name and ACN/ARSN (if applicable)		Nature of association
First Sentier Investors (Australia) IM Ltd	ACN 114 194 311	A wholly-owned subsidiary, and therefore related body corporate, of First Sentier Investors Holdings PtyLimited
Mitsubishi UFJ Financial Group, Inc.	Not Applicable	The ultimate parent company, and therefore related body corporate, of First Sentier Investors Holdings PtyLimited
First Sentier Investors Realindex Pty Ltd	ACN 133 312 017	A wholly-owned subsidiary, and therefore related body corporate, of First Sentier Investors Holdings PtyLimited

7. Addresses

The addresses of persons named in this form are as follows:

Name	Address
First Sentier Investors (Australia) IM Ltd ACN 114 194 311	Level 5, Tower Three International Towers Sydney, 300 Barangaroo Avenue, Barangaroo NSW 2000
Mitsubishi UFJ Financial Group, Inc. Not Applicable	2-7-1, Marunouchi, Chiyoda-ku, Tokyo 100-8330, Japan
First Sentier Investors Realindex Pty Ltd ACN 133 312 017	Level 5, Tower Three International Towers Sydney, 300 Barangaroo Avenue, Barangaroo NSW 2000

1. Signature

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Rachel Lim - Company Secretary
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Dated the 07 day of February 2020

Annexure A

This is annexure A referred to in Form 603, Notice of initial substantial holder dated 05/02/2020

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Rachel Lim - Company Secretary Dated the 07/02/2020

SCHEDULE

CFSPAI EUROPE CO LIMITED (COMPANY CODE C41267) CFSPAI EUROPE HOLDCO LIMITED (COMPANY CODE C41260) COLONIAL FIRST STATE INVESTMENT MANAGERS (UK) LIMITED (COMPANY NO. 00153197) EDIF II GP S.A.R.L (COMPANY NO. B204413)

FIRST SENTIER INVESTORS (AUSTRALIA) SERVICES PTY LIMITED (ACN 624 305 595) FIRST SENTIER INVESTORS (AUSTRALIA) IM LTD (ACN 114 194 311) FIRST SENTIER INVESTORS (AUSTRALIA) INFRASTRUCTURE HOLDINGS LTD (ACN 085 313 926) FIRST SENTIER INVESTORS (AUSTRALIA) INFRASTRUCTURE MANAGERS PTY LTD (ACN 101 384 294) FIRST SENTIER INVESTORS (AUSTRALIA) IP HOLDINGS PTY LIMITED (ACN 625 765 399) FIRST SENTIER INVESTORS (AUSTRALIA) RE LTD (ACN 006 464 428) FIRST SENTIER INVESTORS ASIA HOLDINGS LIMITED (ACN 054 571 701) FIRST SENTIER INVESTORS REALINDEX PTY LTD (ACN 133 312 017)

FIRST STATE EUROPEAN DIVERSIFIED INFRASTRUCTURE S.A.R.L (COMPANY NO. B134314) FIRST STATE INFRASTRUCTURE MANAGERS (INTERNATIONAL) LIMITED (COMPANY NO. 298444) FIRST STATE INVESTMENT MANAGEMENT (UK) LIMITED (COMPANY NO. SC047708) FIRST STATE INVESTMENT SERVICES (UK) LIMITED (COMPANY NO. 03904320) FIRST STATE INVESTMENTS (HONG KONG) LIMITED (CR NO. 0206616) FIRST STATE INVESTMENTS (IRELAND) LIMITED (COMPANY NO. 629188) FIRST STATE INVESTMENTS (JAPAN) LIMITED (COMPANY NUMBER 0104-01-093090) FIRST STATE INVESTMENTS (SINGAPORE) (COMPANY NO. 02294743) FIRST STATE INVESTMENTS (UK HOLDINGS) LIMITED (COMPANY NO. 03904310) FIRST STATE INVESTMENTS (UK) LIMITED (COMPANY NO. 02294743) FIRST STATE INVESTMENTS (US) LLC (FILE NUMBER 546 9442) FIRST STATE INVESTMENTS FUND MANAGEMENT S.A.R.L (COMPANY NO. B128117) FIRST STATE INVESTMENTS HOLDINGS (SINGAPORE) LIMITED (REGISTRATION NO. 199901706Z) FIRST STATE INVESTMENTS INTERNATIONAL LIMITED (COMPANY NO. SC079063) FIRST STATE NOMINEES (HONG KONG) LIMITED (CR NO. 0206615) FSIB LTD (REGISTRATION NO. 26193) MITSUBISHI UFJ FINANCIAL GROUP, INC (REGISTRATION NO. 0100-01-073486) MITSUBISHI UFJ TRUST AND BANKING CORPORATION (REGISTRATION NO. 0100-01-008770) SI HOLDINGS LIMITED (COMPANY NO. SC109439) TOTAL KEEN INVESTMENT LIMITED (CR NO. 0580652)

Annexure B

This is annexure B referred to in Form 603, Notice of initial substantial holder dated 05/02/2020

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Rachel Lim - Company Secretary Dated the 07/02/2020

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Class and number of
Holder of relevant interest Date of acquisition Consideration cash Consideration non-cash securities affected
First Sentier Investors (Australia) IM Ltd
ACN 114 194 311 Wednesday, 05 February 2020 244,403.50 229,897 Ordinary shares
First Sentier Investors (Australia) IM Ltd
ACN 114 194 311 Tuesday, 04 February 2020 20,988.00 20,000 Ordinary shares
First Sentier Investors (Australia) IM Ltd
ACN 114 194 311 Monday, 03 February 2020 45,170.05 43,015 Ordinary shares
First Sentier Investors Realindex Pty
Ltd ACN 133 312 017 Monday, 03 February 2020 95,477.55 90,931 Ordinary shares
First Sentier Investors (Australia) IM Ltd
ACN 114 194 311 Wednesday, 13 November 2019 157,982.43 122,467 Ordinary shares
First Sentier Investors (Australia) IM Ltd
ACN 114 194 311 Wednesday, 13 November 2019 358,017.57 277,533 Ordinary shares
First Sentier Investors (Australia) IM Ltd
ACN 114 194 311 Wednesday, 16 October 2019 206,633.64 182,894 Ordinary shares
First Sentier Investors (Australia) IM Ltd
ACN 114 194 311 Wednesday, 16 October 2019 471,246.36 417,106 Ordinary shares
First Sentier Investors Realindex Pty
Ltd ACN 133 312 017 Tuesday, 08 October 2019 90,000.30 76,596 Ordinary shares
First Sentier Investors Realindex Pty
Ltd ACN 133 312 017 Friday, 04 October 2019 90,000.30 76,596 Ordinary shares
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