Skip to main content

AI assistant

Sign in to chat with this filing

The assistant answers questions, extracts KPIs, and summarises risk factors directly from the filing text.

LENDLEASE GROUP Annual Report 2018

Aug 21, 2018

65243_rns_2018-08-21_6d584d59-714f-458c-b9f9-e0ae9215f203.pdf

Annual Report

Open in viewer

Opens in your device viewer

c

==> picture [524 x 78] intentionally omitted <==

----- Start of picture text -----

22 August 2018
----- End of picture text -----

Lendlease Group 2018 Full Year Financial and Operational Metrics

Lendlease Group today announced its results for the year ended 30 June 2018. Attached is a data file comprising financial and operational metrics covering FY14 – FY18.

An excel file containing the data is available at: www.lendlease.com/investorcentre

The data contained in the excel file is attached to this ASX in PDF format.

ENDS

FOR FURTHER INFORMATION, PLEASE CONTACT:

Investors: Media: Justin McCarthy Stephen Ellaway Mob: 0422 800 321 Mob: 0417 851 287

Lendlease Corporation Limited ABN 32 000 226 228 and Lendlease Responsible Entity Limited ABN 72 122 883 185 AFS Licence 308983 as responsible entity for Lendlease Trust ABN 39 944 184 773 ARSN 128 052 595

==> picture [108 x 77] intentionally omitted <==

Level 14, Tower Three, International Towers Sydney Telephone +61 2 9236 6111 Exchange Place, 300 Barangaroo Avenue Facsimile +61 2 9252 2192 Barangaroo NSW 2000 Australia lendlease.com

==> picture [106 x 20] intentionally omitted <==

Group Summary

Group Summary
FY14 FY15 FY16 FY17 FY18
Unit
Profit and Loss Summary
Revenue A$m 13,973.1 13,298.6 15,105.3 16,671.0 16,572.1
Segment EBITDA1
Development A$m 698.9 386.1 500.2 552.4 673.2
Construction A$m 271.5 279.0 288.1 338.3 78.2
Investments A$m 434.0 477.8 457.7 495.3 668.9
Total Operating Business EBITDA A$m 1,404.4 1,142.9 1,246.0 1,386.0 1,420.3
Group Services A$m (200.7) (156.8) (168.7) (154.4) (140.1)
Group Treasury A$m (10.9) (19.1) (22.4) (29.8) (35.4)
Group EBITDA A$m 1,192.8 967.0 1,054.9 1,201.8 1,244.8
Depreciation & Amortisation A$m (87.7) (79.5) (82.7) (98.2) (106.6)
EBIT A$m 1,105.1 887.5 972.2 1,103.6 1,138.2
Net Finance Revenue/(Costs) A$m (106.5) (119.5) (109.4) (96.6) (72.0)
PBT A$m 998.6 768.0 862.8 1,007.0 1,066.2
Income Tax Expense A$m (175.3) (149.1) (164.7) (248.3) (272.6)
External non controlling interests A$m (0.4) (0.3) 0.1 (0.1) (0.8)
NPAT attributable to securityholders A$m 822.9 618.6 698.2 758.6 792.8
Returns and Key Performance Measures
(EPS) Earnings per stapled security on PAT cents 142.7 106.8 120.1 130.1 136.1
Dividend / Distribution per stapled security cents 71.0 54.0 60.0 66.0 69.0
Dividend / Distribution Payout ratio % 50% 51% 50% 51% 50%
Securities on issue m 577 580 582 583 574
Weighted average number of securities m 577 579 581 583 583
Net asset backing per security A$ 8.43 8.90 9.64 10.58 11.17
Net tangible asset backing per security A$ 6.14 6.42 7.16 8.15 8.70
Security price at period end A$ 13.11 15.03 12.60 16.65 19.81
Number of securityholders no. 55,046 56,966 61,521 58,642 55,648
Number of equivalent full time employees no. 13,268 12,443 12,162 12,347 13,238
(ROE) PAT to average securityholders' equity % 18.2% 12.4% 13.0% 12.9% 12.7%
Development ROIC % 23.6% 9.7% 11.7% 13.7% 13.4%
Investments ROIC2 % 15.0% 14.2% 11.2% 11.7% 15.5%
Construction EBITDA Margin % 2.5% 2.6% 2.4% 2.7% 0.6%
EBITDA Mix by Segment - % Operating EBITDA
Development % 49.8% 33.8% 40.2% 39.9% 47.4%
Construction % 19.3% 24.4% 23.1% 24.4% 5.5%
Investments % 30.9% 41.8% 36.7% 35.7% 47.1%
Key Platform Value Drivers
Development Pipeline A$b 37.7 44.9 48.8 49.3 71.1
Construction Backlog3 A$b 16.2 17.3 20.7 20.6 21.1
Funds Under Management A$b 16.3 21.3 23.6 26.1 30.1
Profit After Tax by Segment & Region4
Development A$m 523.3 277.2 366.4 397.8 491.9
Construction A$m 144.4 159.0 190.9 211.7 22.5
Investments A$m 377.8 408.6 370.7 381.4 493.4
Australia A$m 446.0 625.1 719.1 778.9 698.8
Asia A$m 73.7 17.3 (20.3) 13.7 61.6
Europe A$m 446.9 112.3 150.8 95.4 132.5
Americas A$m 78.9 90.1 78.4 102.9 114.9
Invested Capital by Segment & Region
Development A$b 2.4 3.3 2.9 3.0 4.3
Investments A$b 2.6 3.1 3.2 3.3 3.3
Australia A$b 4.9 5.1 4.8 4.7 4.4
Asia A$b 0.3 0.5 0.5 0.7 0.9
Europe A$b 0.2 0.8 0.8 0.8 1.2
Americas A$b (0.1) 0.1 0.4 0.5 1.0
Total Invested Capital5 A$b 5.6 6.9 6.7 7.0 7.6
Effective Tax Rate % 17.6% 19.4% 19.1% 24.7% 25.6%
FX Rates
Income Statement - Period Average
USD A$/USD 0.91 0.83 0.73 0.76 0.77
GBP A$/GBP 0.56 0.53 0.50 0.60 0.57
SGD A$/SGD 1.16 1.09 1.01 1.05 1.04
Balance Sheet - Period End
USD A$/USD 0.95 0.77 0.75 0.77 0.74
GBP A$/GBP 0.55 0.49 0.56 0.59 0.56
SGD A$/SGD 1.17 1.04 1.00 1.06 1.01

21/08/2018 5:01 PM

==> picture [106 x 20] intentionally omitted <==

Group Summary

Group Summary
FY14 FY15 FY16 FY17 FY18
Unit
Corporate Strength
Total tangible assets A$m 14,428.1 17,514.5 17,146.1 19,439.1 15,542.2
Cash A$m 1,715.8 750.1 1,008.4 1,249.2 1,177.1
Borrowings A$m 2,347.0 2,450.3 2,031.3 2,152.4 2,358.5
Operating cash flow A$m 822.4 (166.6) 853.0 146.0 72.8
Investing cash flow A$m (614.5) (383.4) 0.6 70.1 221.8
Total Operating and Investing cash flow A$m 207.9 (550.0) 853.6 216.1 294.6
Financing cash flow A$m (110.4) (465.2) (620.4) 8.5 (397.8)
Total cash flow A$m 97.5 (1,015.2) 233.2 224.6 (103.2)
Ratio of current assets to current liabilities times 0.7x 0.7x 0.7x 0.6x 1.0x
Ratio of current assets to current liabilities (excluding resident and accommodation bond liabilities) times 1.1x 1.2x 1.2x 1.0x 1.0x
Net debt to total tangible assets, less cash6 % 5.7% 10.5% 6.5% 5.0% 8.2%
Interest cover times 8.1x 6.6x 8.0x 10.3x 10.7x
Average cost of debt % 5.4% 5.2% 4.6% 4.9% 4.8%
Average debt maturity years 4.7 3.9 5.3 5.1 4.6
Balance Sheet
Statement of Financial Position
Current Assets
Cash and cash equivalents A$m 1,715.8 750.1 1,008.4 1,249.2 1,177.1
Loans and receivables A$m 1,777.3 3,631.0 2,785.0 2,749.2 2,670.2
Inventories A$m 1,345.6 1,980.0 1,923.0 2,152.0 2,369.2
Current tax assets A$m - 42.7 21.6 - -
Other financial assets A$m 50.4 8.6 50.7 33.0 6.7
Other assets A$m 43.5 83.2 69.2 77.9 91.0
Total current assets A$m 4,932.6 6,495.6 5,857.9 6,261.3 6,314.2
Non Current Assets
Loans and receivables A$m 633.8 320.1 285.4 507.7 787.8
Inventories A$m 1,785.9 2,124.2 2,679.9 2,975.4 3,177.1
Equity accounted investments A$m 578.0 1,235.8 1,152.6 834.6 2,626.6
Investment properties A$m 4,832.0 5,994.9 5,940.7 6,967.4 278.2
Other financial assets A$m 972.1 625.7 628.8 1,203.3 1,547.8
Deferred tax assets A$m 251.3 305.5 109.5 129.4 120.0
Property, plant and equipment A$m 360.3 348.8 432.3 425.8 464.7
Intangible assets A$m 1,323.7 1,444.7 1,446.8 1,415.1 1,421.4
Defined benefit plan asset A$m 7.6 9.2 7.5 64.3 154.7
Other assets A$m 74.5 54.7 51.5 69.9 71.1
Total non current assets A$m 10,819.2 12,463.6 12,735.0 14,592.9 10,649.4
Total assets A$m 15,751.8 18,959.2 18,592.9 20,854.2 16,963.6
Current Liabilities
Trade and other payables A$m 4,034.1 5,036.1 4,328.8 5,578.8 5,769.5
Resident liabilities A$m 3,195.5 4,080.4 4,119.5 4,573.0 -
Provisions A$m 254.6 328.8 292.4 285.6 329.9
Current tax liabilities A$m 51.4 - - 6.4 10.4
Borrowings and financing arrangements A$m - 227.3 - 291.9 474.8
Other financial liabilities A$m 40.0 33.7 83.6 22.0 3.4
Total current liabilities A$m 7,575.6 9,706.3 8,824.3 10,757.7 6,588.0
Non Current Liabilities
Trade and other payables A$m 722.3 1,586.0 1,909.4 1,772.1 1,530.7
Provisions A$m 82.3 46.0 70.6 58.4 67.8
Borrowings and financing arrangements A$m 2,347.0 2,223.0 2,031.3 1,860.5 1,883.7
Defined benefit plan liability A$m 39.5 68.8 3.4 - -
Other financial liabilities A$m 59.6 32.3 9.7 0.8 0.7
Deferred tax liabilities A$m 56.7 128.6 129.5 238.2 478.5
Total non current liabilities A$m 3,307.4 4,084.7 4,153.9 3,930.0 3,961.4
Total liabilities A$m 10,883.0 13,791.0 12,978.2 14,687.7 10,549.4
Net Assets A$m 4,868.8 5,168.2 5,614.7 6,166.5 6,414.2
Equity
Issued capital A$m 1,618.2 1,256.3 1,276.3 1,289.8 1,296.8
Treasury securities A$m (116.1) (89.9) (99.5) (24.7) (44.1)
Reserves7 A$m 24.4 91.7 98.0 (15.5) 61.0
Retained earnings7 A$m 2,824.0 2,936.0 3,289.6 3,696.8 3,855.1
Total equity attributable to members of Lendlease Corporation Limited A$m 4,350.5 4,194.1 4,564.4 4,946.4 5,168.8
Total equity attributable to unitholders of Lendlease Trust A$m 513.3 968.0 1,048.6 1,117.0 1,244.5
Total equity attributable to securityholders A$m 4,863.8 5,162.1 5,613.0 6,063.4 6,413.3
External non controlling interests A$m 5.0 6.1 1.7 103.1 0.9
Total equity A$m 4,868.8 5,168.2 5,614.7 6,166.5 6,414.2

21/08/2018 5:01 PM

==> picture [106 x 20] intentionally omitted <==

Group Summary

Group Summary
FY14 FY15 FY16 FY17 FY18
Unit
Cash Flow Statement
Cash Flows from Operating Activities
Cash receipts in the course of operations A$m 14,126.7 11,896.7 16,028.4 16,254.6 16,354.3
Cash payments in the course of operations A$m (13,117.3) (11,866.7) (15,154.9) (15,928.7) (16,216.4)
Interest received A$m 23.7 15.2 12.8 9.9 13.1
Interest paid A$m (149.6) (151.2) (134.8) (120.4) (122.1)
Dividends/distributions received A$m 65.1 61.4 90.0 75.4 76.5
Income tax received/(paid) in respect of operations A$m (126.2) (122.0) 11.5 (144.8) (32.6)
Net cash provided by/(used in) operating activities A$m 822.4 (166.6) 853.0 146.0 72.8
Cash Flows from Investing Activities
Sale/redemption of investments A$m 147.7 615.0 330.5 164.9 74.4
Acquisition of investments A$m (606.0) (653.0) (563.2) (257.3) (448.9)
Sale of investment properties A$m 17.8 - - - -
Acquisition of/capital expenditure on investment properties A$m (119.4) (209.2) (25.7) (244.4) (112.4)
Net loans from/(to) associates and joint ventures A$m 27.3 (22.5) 38.6 5.7 409.7
Acquisition of consolidated entities (net of cash acquired and acquisition costs) A$m 30.7 (5.7) - - -
Disposal of consolidated entities (net of cash disposed and transaction costs) A$m (7.5) 7.0 382.5 548.4 433.6
Disposal of property, plant and equipment A$m 26.9 11.7 16.7 13.1 7.9
Acquisition of property, plant and equipment A$m (49.5) (57.4) (132.7) (136.4) (110.3)
Acquisition of intangible assets A$m (76.0) (67.3) (46.1) (23.9) (32.2)
Other investing activities A$m (6.5) (2.0) - - -
Net cash provided by/(used in) investing activities A$m (614.5) (383.4) 0.6 70.1 221.8
Cash Flows from Financing Activities
Proceeds from borrowings A$m 1,230.6 2,276.6 5,327.6 2,800.6 2,021.0
Repayment of borrowings A$m (950.2) (2,333.4) (5,626.0) (2,576.8) (1,870.7)
Dividends/distributions paid A$m (210.1) (374.2) (293.2) (337.9) (372.0)
Proceeds from sale of treasury activities A$m - - - 106.5 -
Payments for on market buyback of stapled securities A$m (178.0)
Payments for on market buyback of stapled securities - Dividend Reinvestment Plan A$m (10.1)
Other financing activities A$m (180.7) (34.2) (28.8) (20.9) (9.6)
Increase in capital of non controlling interest A$m - - - 37.0 21.6
Net cash provided by/(used in) financing activities A$m (110.4) (465.2) (620.4) 8.5 (397.8)
Effect of foreign exchange rate movements on cash and cash equivalents A$m 8.8 49.5 25.1 16.2 31.1
Net increase/(decrease) in cash and cash equivalents A$m 106.3 (965.7) 258.3 240.8 (72.1)
Cash and cash equivalents at beginning of financial year A$m 1,609.5 1,715.8 750.1 1,008.4 1,249.2
Cash and cash equivalents at end of financial year A$m 1,715.8 750.1 1,008.4 1,249.2 1,177.1
Profit and Loss by Segment
Development Revenue A$m 2,313.0 1,875.4 2,543.9 3,433.0 3,204.2
Construction Revenue A$m 11,016.0 10,936.9 12,032.4 12,644.5 12,940.4
Australia A$m 6,459.2 5,912.7 6,271.0 6,440.5 7,026.5
Asia A$m 497.9 225.0 334.2 502.6 536.1
Europe A$m 1,079.7 1,258.0 1,341.3 1,117.3 679.5
Americas A$m 2,979.2 3,541.2 4,085.9 4,584.1 4,698.3
Investments Revenue A$m 625.3 468.0 510.5 566.7 393.6
Development EBITDA A$m 698.9 386.1 500.2 552.4 673.2
Australia A$m 96.7 336.8 391.5 497.8 551.3
Asia A$m (4.9) (11.7) (19.1) (13.5) 26.7
Europe A$m 612.1 66.3 139.5 68.3 110.4
Americas A$m (5.0) (5.3) (11.7) (0.2) (15.2)
Construction EBITDA A$m 271.5 279.0 288.1 338.3 78.2
Australia A$m 188.6 152.6 231.8 201.4 (23.1)
Asia A$m 18.7 (13.5) (5.6) (0.2) 15.0
Europe A$m (25.1) 23.0 5.5 31.7 22.7
Americas A$m 89.3 116.9 56.4 105.4 63.6
Investments EBITDA A$m 434.0 477.8 457.7 495.3 668.9
Australia A$m 305.1 329.5 348.5 393.3 482.6
Asia A$m 80.3 64.3 14.3 35.1 55.3
Europe A$m 4.6 40.2 35.1 10.2 7.4
Americas A$m 44.0 43.8 59.8 56.7 123.6
Development PAT A$m 523.3 277.2 366.4 397.8 491.9
Australia A$m 66.7 241.4 275.6 348.1 383.6
Asia A$m (5.3) (10.4) (18.7) (11.9) 15.2
Europe A$m 458.7 48.8 116.4 60.2 103.5
Americas A$m 3.2 (2.6) (6.9) 1.4 (10.4)
Construction PAT A$m 144.4 159.0 190.9 211.7 22.5
Australia A$m 104.3 89.3 146.1 124.9 (34.8)
Asia A$m 13.2 (15.8) (6.4) (2.5) 4.6
Europe A$m (24.0) 18.5 4.1 23.5 19.7
Americas A$m 50.9 67.0 47.1 65.8 33.0
Investments PAT A$m 377.8 408.6 370.7 381.4 493.4
Australia A$m 275.0 294.4 297.4 305.9 350.0
Asia A$m 65.8 43.5 4.8 28.1 41.8
Europe A$m 12.2 45.0 30.3 11.7 9.3
Americas A$m 24.8 25.7 38.2 35.7 92.3

21/08/2018 5:01 PM

==> picture [106 x 20] intentionally omitted <==

Group Summary

Group Summary
FY14 FY15 FY16 FY17 FY18
Unit
Profit and Loss by Region
Operating Revenue4 A$m 13,954.3 13,280.3 15,086.8 16,644.2 16,538.2
Operating EBITDA4 A$m 1,404.4 1,142.9 1,246.0 1,386.0 1,420.3
Australia A$m 590.4 818.9 971.8 1,092.5 1,010.8
Asia A$m 94.1 39.1 (10.4) 21.4 97.0
Europe A$m 591.6 129.5 180.1 110.2 140.5
Americas A$m 128.3 155.4 104.5 161.9 172.0
Operating Profit after Tax4 A$m 1,045.5 844.8 928.0 990.9 1,007.8
Australia A$m 446.0 625.1 719.1 778.9 698.8
Asia A$m 73.7 17.3 (20.3) 13.7 61.6
Europe A$m 446.9 112.3 150.8 95.4 132.5
Americas A$m 78.9 90.1 78.4 102.9 114.9
End of sheet

21/08/2018 5:01 PM

Development

==> picture [115 x 23] intentionally omitted <==

FY14 FY15 FY16 FY17 FY18
Unit
Profit and Loss
Development Revenue A$m 2,313.0 1,875.4 2,543.9 3,433.0 3,204.2
Australia A$m 917.0 1,508.6 2,034.4 3,142.0 2,855.2
Asia A$m 12.5 1.0 17.5 19.6 67.2
Europe A$m 1,360.0 317.6 431.7 203.6 199.1
Americas A$m 23.5 48.2 60.3 67.8 82.7
Development EBITDA A$m 698.9 386.1 500.2 552.4 673.2
Australia A$m 96.7 336.8 391.5 497.8 551.3
Asia A$m (4.9) (11.7) (19.1) (13.5) 26.7
Europe A$m 612.1 66.3 139.5 68.3 110.4
Americas A$m (5.0) (5.3) (11.7) (0.2) (15.2)
Development PAT A$m 523.3 277.2 366.4 397.8 491.9
Australia A$m 66.7 241.4 275.6 348.1 383.6
Asia A$m (5.3) (10.4) (18.7) (11.9) 15.2
Europe A$m 458.7 48.8 116.4 60.2 103.5
Americas A$m 3.2 (2.6) (6.9) 1.4 (10.4)
Development ROIC % 23.6% 9.7% 11.7% 13.7% 13.4%
Development Invested Capital A$b 2.4 3.3 2.9 3.0 4.3
Development Pipeline A$b 37.7 44.9 48.8 49.3 71.1
Development Pipeline
Pipeline - Communities & Retirement A$b 12.7 12.1 11.5 14.7 15.1
Australia4 A$b 12.1 11.5 14.7 14.3
Asia A$b 0.4
Europe A$b 0.1
Americas A$b 0.3
Pipeline - Urbanisation A$b 25.0 32.8 37.3 34.6 55.9
Australia A$b 14.8 17.5 16.2 15.4
Asia A$b 5.8 5.9 6.1 6.5
Europe A$b 9.4 10.5 8.0 29.2
Americas A$b 2.8 3.4 4.3 4.8
Pipeline - Infrastructure A$b 0.1
Americas A$b 0.1
Total pipeline A$b 37.7 44.9 48.8 49.3 71.1
Australia A$b 26.9 29.0 30.9 29.7
Asia A$b 5.8 5.9 6.1 6.9
Europe A$b 9.4 10.5 8.0 29.3
Americas A$b 2.8 3.4 4.3 5.2
Communities & Retirement4
Presold no. 1,842 2,138 2,903 3,896 3,231
Remaining no. 56,713 53,468 53,820 53,219 49,102
Total pipeline no. 58,555 55,606 56,723 57,115 52,333
Presold A$b 0.4 0.5 0.7 0.9 0.8
Remaining A$b 12.3 11.6 10.8 13.8 14.3
Total pipeline A$b 12.7 12.1 11.5 14.7 15.1
Urbanisation
Apartments
In delivery - for sale (presold only) no. 5,073 3,177 3,070
In delivery - for rent no. 850 1,513
Remaining no. 20,417 18,325 25,917
Total pipeline no. 25,490 22,352 30,500
Commercial
In delivery sqm '000 375 537 486
Remaining sqm '000 836 513 1,516
Total pipeline sqm '000 1,211 1,050 2,002
Apartments
In delivery - for sale (presold only) A$b 3.3 3.2
In delivery - for rent A$b 0.5 1.1
Remaining A$b 17.9 27.1
Total pipeline A$b 21.7 31.4
Commercial
In delivery A$b 6.5 7.2
Remaining A$b 6.4 17.3
Total pipeline A$b 12.9 24.5
Major Urbanisation Projects1
Projects no. 12 13 18
Gateway cities no. 8 8 10

21/08/2018 5:01 PM

Development

==> picture [115 x 23] intentionally omitted <==

FY14 FY15 FY16 FY17 FY18
Unit
Regional Summary
Communities & Retirement pipeline no. 58,555 55,606 56,723 57,115 52,333
Australia4 no. 54,695 51,746 52,863 53,255 49,770
Asia no. - - - - 936
Europe no. - - - - 1
Americas no. 3,860 3,860 3,860 3,860 1,626
Communities & Retirement pipeline A$b 12.7 12.1 11.5 14.7 15.1
Australia4 A$b 12.1 11.5 14.7 14.3
Asia A$b 0.4
Europe A$b 0.1
Americas A$b 0.3
Apartments pipeline no. 19,109 25,960 25,490 22,352 30,500
Australia no. 13,810 14,890 13,905 10,128 9,367
Asia no. - 2,225 2,230 2,755 2,755
Europe no. 5,299 5,315 4,995 4,527 14,210
Americas no. - 3,530 4,360 4,942 4,168
Urbanisation pipeline A$b 25.0 32.8 37.3 34.6 55.9
Australia A$b 14.8 17.5 16.2 15.4
Asia A$b 5.8 5.9 6.1 6.5
Europe A$b 9.4 10.5 8.0 29.2
Americas A$b 2.8 3.4 4.3 4.8
Commercial pipeline sqm '000 1,237 1,368 1,211 1,050 2,002
Australia sqm '000 764 637 604 420 395
Asia sqm '000 - 368 369 308 278
Europe sqm '000 402 311 230 302 1,301
Americas sqm '000 71 52 8 20 28

21/08/2018 5:01 PM

Development

==> picture [115 x 23] intentionally omitted <==

FY14 FY15 FY16 FY17 FY18
Unit
Residential for sale Summary
Australian Communities A$m 965.7 857.2
Australian Apartments A$m 235.2 48.0
Asia Apartments A$m 228.0 235.5
Europe Apartments2 A$m 218.2 237.7
Americas Apartments A$m 42.0 127.1
Total Sales A$m 1,689.1 1,505.5
Australian Communities A$m 668.3 817.5 779.8 716.1 991.4
Australian Apartments A$m 200.9 16.6 794.1 1,327.3 911.9
Europe Apartments2 A$m 76.7 313.8 374.1 489.3 247.0
Total Completions A$m 945.9 1,147.9 1,948.0 2,532.7 2,150.3
Australian Communities A$m 405.2 494.0 697.4 947.0 812.8
Australian Apartments A$m 1,127.5 3,413.7 3,874.4 2,782.3 1,918.4
Asia Apartments A$m - - - 228.0 463.9
Europe Apartments2 A$m 871.3 1,314.7 1,372.6 849.9 885.3
Americas Apartments A$m - - - 42.0 168.6
Total Presales A$m 2,404.0 5,222.4 5,944.4 4,849.2 4,249.0
Australian Communities no. 3,563 4,118 4,058 4,162 3,247
Australian Apartments no. 993 2,531 1,357 321 64
Asia Apartments no. - - - 210 176
Europe Apartments2 no. 946 987 304 215 377
Americas Apartments no. - - - 40 60
Total Sales no. 5,502 7,636 5,719 4,948 3,924
Australian Communities no. 3,033 3,822 3,402 3,060 3,912
Australian Apartments no. 215 16 876 1,807 1,056
Europe Apartments2 no. 177 424 327 726 258
Total Completions no. 3,425 4,262 4,605 5,593 5,226
Australian Communities no. 1,842 2,138 2,794 3,896 3,231
Australian Apartments no. 1,283 3,798 4,279 2,793 1,801
Asia Apartments no. - - - 210 386
Europe Apartments2 no. 1,095 1,658 1,635 1,124 1,243
Americas Apartments no. - - - 40 100
Total Presales no. 4,220 7,594 8,708 8,063 6,761
Sales
Australian Communities Avg price $'000 232 264
Australian Apartments Avg price $'000 734 750
Asia Apartments Avg price $'000 1,086 1,338
Europe Apartments Avg price $'000 1,015 631
Americas Apartments Avg price $'000 1,050 2,118
Completions
Australian Communities Avg price $'000 234 253
Australian Apartments Avg price $'000 735 864
Europe Apartments Avg price $'000 674 957
Presales
Australian Communities Avg price $'000 243 252
Australian Apartments Avg price $'000 996 1,065
Asia Apartments Avg price $'000 1,086 1,202
Europe Apartments Avg price $'000 756 712
Americas Apartments Avg price $'000 1,050 1,686
Retirement Development4
Completions A$m 81.3 -
Sales A$m 81.3 -
Completions no. 227 185 176 -
Sales no. 227 185 176 -
Avg price Avg price $'000 462 -

21/08/2018 5:01 PM

Development

==> picture [115 x 23] intentionally omitted <==

FY14 FY15 FY16 FY17 FY18
Unit
Residential for rent Summary
Europe A$b 0.8
Projects in delivery3 A$b 0.8
Europe No. buildings 2
Projects in delivery No. buildings 2
Europe No. units 663
Projects in delivery No. units 663
Americas A$b 0.5 0.5
Projects in delivery3 A$b 0.5 0.5
Americas No. buildings 3 4
Projects in delivery No. buildings 3 4
Americas No. units 850 850
Projects in delivery No. units 850 850
Commercial Summary
Australia A$b 0.7 2.5 1.1
New projects in delivery A$b 0.7 2.5 1.1
Australia sqm '000 63 134 88
New projects in delivery sqm '000 63 134 88
Australia No. buildings 2 4 3
New projects in delivery No. buildings 2 4 3
Asia A$b 2.6 1.3 -
New projects in delivery A$b 2.6 1.3 -
Asia sqm '000 113 154 -
New projects in delivery sqm '000 113 154 -
Asia No. buildings 4 1 -
New projects in delivery No. buildings 4 1 -
Europe A$b 1.2 - 0.4
New projects in delivery A$b 1.2 - 0.4
Europe sqm '000 73 - 26
New projects in delivery sqm '000 73 - 26
Europe No. buildings 2 - 1
New projects in delivery No. buildings 2 - 1
Australia A$b 1.3 2.1 0.7
Total Completions A$b 1.3 2.1 0.7
Australia sqm '000 100 109 63
Total Completions sqm '000 100 109 63
Australia No. buildings 2 2 2
Total Completions No. buildings 2 2 2
Europe A$b 1.1
Total Completions A$b 1.1
Europe sqm '000 73
Total Completions sqm '000 73
Europe No. buildings 2
Total Completions No. buildings 2
Infrastructure
Americas no. 288 138
Telecommunications Towers no. 288 138
End of sheet

21/08/2018 5:01 PM

Construction

==> picture [130 x 24] intentionally omitted <==

FY14 FY15 FY16 FY17 FY18
Unit
Profit and Loss
Construction Revenue A$m 11,016.0 10,936.9 12,032.4 12,644.5 12,940.4
Australia A$m 6,459.2 5,912.7 6,271.0 6,440.5 7,026.5
Asia A$m 497.9 225.0 334.2 502.6 536.1
Europe A$m 1,079.7 1,258.0 1,341.3 1,117.3 679.5
Americas A$m 2,979.2 3,541.2 4,085.9 4,584.1 4,698.3
Construction EBITDA A$m 271.5 279.0 288.1 338.3 78.2
Australia A$m 188.6 152.6 231.8 201.4 (23.1)
Asia A$m 18.7 (13.5) (5.6) (0.2) 15.0
Europe A$m (25.1) 23.0 5.5 31.7 22.7
Americas A$m 89.3 116.9 56.4 105.4 63.6
Construction PAT A$m 144.4 159.0 190.9 211.7 22.5
Australia A$m 104.3 89.3 146.1 124.9 (34.8)
Asia A$m 13.2 (15.8) (6.4) (2.5) 4.6
Europe A$m (24.0) 18.5 4.1 23.5 19.7
Americas A$m 50.9 67.0 47.1 65.8 33.0
Construction EBITDA Margin % 2.5% 2.6% 2.4% 2.7% 0.6%
Australia % 2.9% 2.6% 3.7% 3.1% (0.3%)
Asia % 3.8% (6.0%) (1.7%) 0.0% 2.8%
Europe % (2.3%) 1.8% 0.4% 2.8% 3.3%
Americas % 3.0% 3.3% 1.4% 2.3% 1.4%
Total Segment
Revenue
Total A$m 11,016.0 10,936.9 12,032.4 12,644.5 12,940.4
New Work Secured2
Building A$b 7.3 9.1 10.8 11.1 10.0
Engineering A$b 1.7 1.8 2.8 1.1 3.5
Services A$b 1.2 0.9 1.0 1.0 0.8
Total A$b 10.1 11.8 14.6 13.2 14.3
Backlog revenue2
Building A$b 13.1 13.6 15.1 15.7 15.2
Engineering A$b 2.1 2.4 3.8 3.1 4.2
Services A$b 1.0 1.3 1.7 1.8 1.7
Total A$b 16.2 17.3 20.7 20.6 21.1
Book to bill
Total ratio 0.9 1.1 1.2 1.0 1.1
Backlog realisation1
Next 12 months % 0.55 0.52 0.51 0.56 0.54
12 - 24 months % 0.26 0.25 0.29 0.28 0.3
Beyond 24 months % 0.19 0.23 0.2 0.16 0.16
Australia
Revenue
Total A$m 6,459.2 5,912.7 6,271.0 6,440.5 7,026.5
New Work Secured2
Building A$b 3.8 3.9 4.5 3.9 4.4
Engineering A$b 1.6 1.7 2.7 1.0 3.5
Services A$b 1.2 0.9 1.0 1.0 0.8
Total A$b 6.6 6.6 8.3 5.9 8.7
Backlog revenue2
Building A$b 6.5 6.3 6.3 6.3 6.5
Engineering A$b 2.0 2.3 3.8 3.1 4.2
Services A$b 1.0 1.3 1.7 1.8 1.7
Total A$b 9.6 9.9 11.9 11.2 12.4
Book to bill
Total ratio 1.0 1.1 1.3 0.9 1.2
Backlog realisation1
Next 12 months % 0.54 0.49 0.47 0.57 0.53
12 - 24 months % 0.29 0.24 0.3 0.28 0.29
Beyond 24 months % 0.17 0.27 0.23 0.15 0.18

21/08/2018 5:01 PM

Construction

==> picture [130 x 24] intentionally omitted <==

FY14 FY15 FY16 FY17 FY18
Unit
Asia
Revenue
Total A$m 497.9 225.0 334.2 502.6 536.1
New Work Secured2
Building A$b 0.1 0.4 0.5 0.7 0.7
Engineering A$b 0.1 0.1 - 0.1 -
Total A$b 0.2 0.5 0.5 0.8 0.7
Backlog revenue2
Building A$b 0.1 0.4 0.6 0.8 0.9
Engineering A$b - - - - -
Total A$b 0.1 0.4 0.6 0.8 0.9
Book to bill
Total ratio 0.4 2.2 1.5 1.6 1.3
Backlog realisation1
Next 12 months % 0.82 0.69 0.91 0.69 0.42
12 - 24 months % 0.18 0.26 0.07 0.02 0.57
Beyond 24 months % 0 0.05 0.02 0.29 0.01
Europe
Revenue
Total A$m 1,079.7 1,258.0 1,341.3 1,117.3 679.5
New Work Secured2
Building A$b 0.7 1.6 1.3 0.7 1.3
Total A$b 0.7 1.6 1.3 0.7 1.3
Backlog revenue2
Building A$b 1.1 1.5 1.5 0.8 1.5
Total A$b 1.1 1.5 1.5 0.8 1.5
Book to bill
Total ratio 0.6 1.3 1.0 0.6 1.9
Backlog realisation1
Next 12 months % 0.88 0.66 0.71 0.66 0.56
12 - 24 months % 0.08 0.25 0.17 0.28 0.35
Beyond 24 months % 0.04 0.09 0.12 0.06 0.09
Americas
Revenue
Total A$m 2,979.2 3,541.2 4,085.9 4,584.1 4,698.3
New Work Secured2
Building A$b 2.8 3.2 4.5 5.8 3.6
Total A$b 2.8 3.2 4.5 5.8 3.6
Backlog revenue2
Building A$b 5.4 5.5 6.7 7.8 6.3
Total A$b 5.4 5.5 6.7 7.8 6.3
Book to bill
Total ratio 0.9 0.9 1.1 1.3 0.8
Backlog realisation1
Next 12 months % 0.5 0.53 0.49 0.53 0.59
12 - 24 months % 0.24 0.25 0.33 0.31 0.27
Beyond 24 months % 0.26 0.22 0.18 0.16 0.14

21/08/2018 5:01 PM

Construction

==> picture [130 x 24] intentionally omitted <==

FY14 FY15 FY16 FY17 FY18
Unit
By Region & Type
Revenue
Total A$m 11,016.0 10,936.9 12,032.4 12,644.5 12,940.4
Australia A$m 6,459.2 5,912.7 6,271.0 6,440.5 7,026.5
Asia A$m 497.9 225.0 334.2 502.6 536.1
Europe A$m 1,079.7 1,258.0 1,341.3 1,117.3 679.5
Americas A$m 2,979.2 3,541.2 4,085.9 4,584.1 4,698.3
New Work Secured2
Building A$b 7.3 9.1 10.8 11.1 10.0
Australia A$b 3.8 3.9 4.5 3.9 4.4
Asia A$b 0.1 0.4 0.5 0.7 0.7
Europe A$b 0.7 1.6 1.3 0.7 1.3
Americas A$b 2.8 3.2 4.5 5.8 3.6
Engineering A$b 1.7 1.8 2.8 1.1 3.5
Australia A$b 1.6 1.7 2.7 1.0 3.5
Asia A$b 0.1 0.1 - 0.1 -
Services A$b 1.2 0.9 1.0 1.0 0.8
Australia A$b 1.2 0.9 1.0 1.0 0.8
Total A$b 10.1 11.8 14.6 13.2 14.3
Australia A$b 6.6 6.6 8.3 5.9 8.7
Asia A$b 0.2 0.5 0.5 0.8 0.7
Europe A$b 0.7 1.6 1.3 0.7 1.3
Americas A$b 2.8 3.2 4.5 5.8 3.6
Backlog revenue2
Building A$b 13.1 13.6 15.1 15.7 15.2
Australia A$b 6.5 6.3 6.3 6.3 6.5
Asia A$b 0.1 0.4 0.6 0.8 0.9
Europe A$b 1.1 1.5 1.5 0.8 1.5
Americas A$b 5.4 5.5 6.7 7.8 6.3
Engineering A$b 2.1 2.4 3.8 3.1 4.2
Australia A$b 2.0 2.3 3.8 3.1 4.2
Asia A$b - - - - -
Services A$b 1.0 1.3 1.7 1.8 1.7
Australia A$b 1.0 1.3 1.7 1.8 1.7
Total A$b 16.2 17.3 20.7 20.6 21.1
Australia A$b 9.6 9.9 11.9 11.2 12.4
Asia A$b 0.1 0.4 0.6 0.8 0.9
Europe A$b 1.1 1.5 1.5 0.8 1.5
Americas A$b 5.4 5.5 6.7 7.8 6.3
Backlog realisation1
Next 12 months % 0.55 0.52 0.51 0.56 0.54
Australia % 0.54 0.49 0.47 0.57 0.53
Asia % 0.82 0.69 0.91 0.69 0.42
Europe % 0.88 0.66 0.71 0.66 0.56
Americas % 0.5 0.53 0.49 0.53 0.59
12 - 24 months % 0.26 0.25 0.29 0.28 0.3
Australia % 0.29 0.24 0.3 0.28 0.29
Asia % 0.18 0.26 0.07 0.02 0.57
Europe % 0.08 0.25 0.17 0.28 0.35
Americas % 0.24 0.25 0.33 0.31 0.27
Beyond 24 months % 0.19 0.23 0.2 0.16 0.16
Australia % 0.17 0.27 0.23 0.15 0.18
Asia % 0 0.05 0.02 0.29 0.01
Europe % 0.04 0.09 0.12 0.06 0.09
Americas % 0.26 0.22 0.18 0.16 0.14
End of sheet

21/08/2018 5:01 PM

Investments

==> picture [146 x 27] intentionally omitted <==

Investments
FY14 FY15 FY16 FY17 FY18
Unit
Profit and Loss
Investments Revenue A$m 625.3 468.0 510.5 566.7 393.6
Australia A$m 259.0 322.3 359.7 447.2 274.3
Asia A$m 90.8 45.5 54.9 52.0 48.7
Europe A$m 226.2 48.0 25.1 7.9 21.6
Americas A$m 49.3 52.2 70.8 59.6 49.0
Investments EBITDA A$m 434.0 477.8 457.7 495.3 668.9
Australia A$m 305.1 329.5 348.5 393.3 482.6
Asia A$m 80.3 64.3 14.3 35.1 55.3
Europe A$m 4.6 40.2 35.1 10.2 7.4
Americas A$m 44.0 43.8 59.8 56.7 123.6
Investments PAT A$m 377.8 408.6 370.7 381.4 493.4
Australia A$m 275.0 294.4 297.4 305.9 350.0
Asia A$m 65.8 43.5 4.8 28.1 41.8
Europe A$m 12.2 45.0 30.3 11.7 9.3
Americas A$m 24.8 25.7 38.2 35.7 92.3
Investments EBITDA by activity
Ownership interests A$m 364 350 379 536
Operating earnings A$m 114 108 116 133
Investments ROIC1 % 15.0% 14.2% 11.2% 11.7% 15.5%
Investments Invested Capital A$b 2.6 3.1 3.2 3.3 3.3
Operational Metrics (Investments Segment)
Investments
Co-investments A$m 1,160.4 1,251.6 1,380.2 1,457.1 1,742.6
Australia A$m 821.1 814.0 974.7 1,139.7 1,375.1
Asia A$m 255.3 361.5 339.8 317.4 367.5
Europe A$m 84.0 76.1 65.7 - -
Americas A$m - - - - -
Retirement - Australia A$m 1,328.8 1,580.2 1,488.3 1,710.7 1,303.0
Infrastructure investment A$m 117.5 130.5 124.6 160.8 329.2
Australia A$m 15.0 15.2 15.2 15.2 15.2
Asia A$m - - - - -
Europe A$m 7.3 6.1 - - -
Americas A$m 95.2 109.2 109.4 145.6 314.0
Total Investments A$m 2,606.7 2,962.3 2,993.1 3,328.6 3,374.8
Investments by Region
Australia A$m 2,164.9 2,409.4 2,478.2 2,865.6 2,693.3
Asia A$m 255.3 361.5 339.8 317.4 367.5
Europe A$m 91.3 82.2 65.7 - -
Americas A$m 95.2 109.2 109.4 145.6 314.0
Funds Under Management
Total A$b 16.3 21.3 23.6 26.1 30.1
Australia A$b 10.9 13.8 16.5 19.3 22.4
Asia A$b 3.6 5.3 5.6 5.4 6.3
Europe A$b 1.8 2.2 1.5 1.4 1.4
Americas A$b - - - - -

21/08/2018 5:01 PM

Investments

==> picture [146 x 27] intentionally omitted <==

Investments
FY14 FY15 FY16 FY17 FY18
Unit
Retail Assets Under Management
Number of retail centres no. 22 22 22 22 22
Australia no. 16 16 16 16 16
Asia no. 4 4 4 4 4
Europe no. 2 2 2 2 2
Americas no. - - - - -
AUM A$b 10.7 11.4 11.7 12.2 12.7
Australia A$b 6.0 6.1 6.4 7.2 7.3
Asia A$b 3.8 4.3 4.4 4.2 4.6
Europe A$b 0.9 1.0 0.9 0.8 0.8
Americas A$b - - - - -
GLA under management sqm '000 1,189.6 1,177.4 1,158.7 1,201.5 1,172.0
Australia sqm '000 753.1 740.9 722.2 747.3 744.4
Asia sqm '000 294.8 294.8 294.8 312.5 285.9
Europe sqm '000 141.7 141.7 141.7 141.7 141.7
Americas sqm '000 - - - - -
Retirement2
Villages - owned
Australia no. 66 74 69 71 71
Villages - managed/leased/other
Australia no. 4 4 4 - -
Total number of villages
Australia no. 70 78 73 71 71
Units - owned
Australia no. 11,612 12,981 12,172 12,626 12,717
Units - managed/leased/other
Australia no. 1,212 1,212 1,212 - -
Total number of units
Australia no. 12,824 14,193 13,384 12,626 12,717
Number of resale units
Australia no. 1,082 1,038 939 694
Long term growth rate
Australia % 3.8% 3.7% 3.7% 3.6% 3.5%
Discount rate
Australia % 13.3% 13.3% 13.3% 13.0% 12.3%
Pipeline
Australia no. 4,422
Pipeline
Australia A$b 1.6
Sales/Completions
Australia no. 144
Sales/Completions
Australia A$m 72.3
Sales/Completions
Australia Avg price $'000 502

21/08/2018 5:01 PM

Investments

==> picture [146 x 27] intentionally omitted <==

Investments
FY14 FY15 FY16 FY17 FY18
Unit
Infrastructure
Units under management no. 54,655 54,205 53,055 53,105 52,595
Americas no. 54,655 54,205 53,055 53,105 52,595
Telecommunications Towers no. 135 221
Americas no. 135 221
Australia
FUM A$b 10.9 13.8 16.5 19.3 22.4
AUM
Number of retail centres no. 16 16 16 16 16
AUM A$b 6.0 6.1 6.4 7.2 7.3
GLA under management sqm '000 753.1 740.9 722.2 747.3 744.4
Investments
Co-investments A$m 821.1 814.0 974.7 1,139.7 1,375.1
Retirement ownership A$m 1,328.8 1,580.2 1,488.3 1,710.7 1,303.0
Infrastructure investment A$m 15.0 15.2 15.2 15.2 15.2
Total A$m 2,164.9 2,409.4 2,478.2 2,865.6 2,693.3
Retirement2
Villages - owned no. 66 74 69 71 71
Villages - managed/leased/other no. 4 4 4 - -
Total number of villages no. 70 78 73 71 71
Units - owned no. 11,612 12,981 12,172 12,626 12,717
Units - managed/leased/other no. 1,212 1,212 1,212 - -
Total number of Units no. 12,824 14,193 13,384 12,626 12,717
Number of resale units no. 1,082 1,038 939 694
Long term growth rate % 3.8% 3.7% 3.7% 3.6% 3.5%
Discount rate % 13.3% 13.3% 13.3% 13.0% 12.3%
Pipeline no. 4,422
Pipeline A$b 1.6
Sales/Completions no. 144
Sales/Completions A$m 72.3
Sales/Completions Avg price $'000 502

21/08/2018 5:01 PM

Investments

==> picture [146 x 27] intentionally omitted <==

Investments
FY14 FY15 FY16 FY17 FY18
Unit
Asia
FUM A$b 3.6 5.3 5.6 5.4 6.3
AUM
Number of retail centres no. 4 4 4 4 4
AUM A$b 3.8 4.3 4.4 4.2 4.6
GLA under management sqm '000 294.8 294.8 294.8 312.5 285.9
Investments
Co-investments A$m 255.3 361.5 339.8 317.4 367.5
Total A$m 255.3 361.5 339.8 317.4 367.5
Europe
FUM A$b 1.8 2.2 1.5 1.4 1.4
AUM
Number of retail centres no. 2 2 2 2 2
AUM A$b 0.9 1.0 0.9 0.8 0.8
GLA under management sqm '000 141.7 141.7 141.7 141.7 141.7
Investments
Co-investments A$m 84.0 76.1 65.7 - -
Infrastructure investment A$m 7.3 6.1 - - -
Total A$m 91.3 82.2 65.7 - -
Americas
Investments
Infrastructure investment A$m 95.2 109.2 109.4 145.6 314.0
Total A$m 95.2 109.2 109.4 145.6 314.0
Infrastructure
Units under management no. 54,655 54,205 53,055 53,105 52,595
Telecommunications Towers no. 135 221

End of sheet

21/08/2018 5:01 PM

==> picture [122 x 24] intentionally omitted <==

Funds Under Management

FY14 FY15 FY16 FY17 FY18
Unit Fund Type Asset Class
Australia
Funds Under Management
Australian Prime Property Fund Retail A$b Core Retail 4.4 4.6 5.0 5.2 5.4
Australian Prime Property Fund Commercial A$b Core Office 1.7 2.5 2.9 3.8 4.6
Australian Prime Property Fund Industrial A$b Core Industrial 0.6 0.8 0.9 0.8 0.9
Lendlease Sub Regional Retail Fund A$b Core Retail - 0.6 0.6 0.6 0.6
Lendlease Core Plus Fund A$b Core Plus Various 0.4 0.1 - - -
Lendlease Communities Fund 1 A$b Value Add Residential 0.1 - - - -
Lendlease Real Estate Partners 3 A$b Enhanced Retail 0.5 - - - -
Lendlease Real Estate Partners New Zealand A$b Core Retail 0.2 0.2 0.2 0.3 0.3
Lendlease Retail Partners – Australia Fund A$b Core Plus Retail 0.1 0.1 - - -
Lendlease International Towers Sydney Trust A$b Core Office 1.3 2.3 3.2 3.5 4.1
Lendlease Public Infrastructure Investment Company A$b Core Social Infrastructure - - 0.4 0.4 0.4
Lendlease One International Towers Sydney Trust A$b Core Office - 0.9 1.3 2.0 2.5
Managed Investment Mandates A$b Core Various 1.6 1.7 2.0 2.7 3.6
Total FUM A$b 10.9 13.8 16.5 19.3 22.4
Asia
Funds Under Management
Parkway Parade Partnership Limited S$b Core Plus Retail 1.2 1.2 1.2 1.3 1.4
Lendlease Jem Partners Fund Limited S$b Core Retail 0.5 0.5 0.5 0.5 0.5
Managed Investment Mandate S$b Value Add Retail and Commercial - 1.3 1.4 1.5 1.9
Lendlease Asian Retail Investment Fund (ARIF) S$b Core Retail 2.5 2.5 2.5 2.4 2.6
Total FUM S$b 4.2 5.5 5.6 5.7 6.4
Europe
Funds Under Management
Lendlease Retail LP £b Core Retail 0.8 0.8 0.9 0.8 0.7
Lendlease PFI/PPP Infrastructure Fund LP (UKIF) £b Core Infrastructure 0.2 0.2 - - -
LRIP LP £b Core Other 0.1
Total FUM £b 1.0 1.0 0.9 0.8 0.8

End of sheet

21/08/2018 5:01 PM

Legend & Definitions

==> picture [130 x 25] intentionally omitted <==

Legend

Grey highlighted cell Green highlighted cell 2H numbers included in document Rounding

Data is not included in this data file because it was not previously disclosed. Not applicable.

Note: All 2H information contained in the document is derived via calculation Note: Numbers disclosed are subject to rounding

Term Definition Backlog units Backlog includes Group owned, joint venture and managed projects. The actual number of units for any particular project can vary as planning approvals are obtained. Book to Bill Ratio calculated as new work secured over revenue realised. Co-investment The total market value of Lendlease equity invested across Lendlease managed funds. Represents the Group's assessment of the market value. Commercial backlog sqm Represents net developable land in relation to master-planned urban communities and net developable floor space for other developments. The actual net developable land area and floor space for any particular project can vary as planning approvals are obtained. Completions Apartments - pre-sold units on buildings completed during the period and units sold in the period on completed buildings. Communities & Retirement - units settled in the period on completed land lots or units. Commercial - buildings that have achieved Practical Completion during the period. Construction backlog realisation The proportion of construction backlog revenue which is expected to be earned across future periods. Construction backlog revenue Current year construction backlog revenue is the total revenue to be earned in future periods. Development pipeline Estimated remaining end value of all of the Group’s secured development projects as at period end; Includes 100% of joint venture projects and therefore will not necessarily correlate with the Group’s Profit after Tax. Distribution payout ratio Distribution divided by Profit after Tax. Distribution per security For the full year (FY) reflects the amount of interim and final distribution per stapled security from the Company / Trust. For the half year (1H) reflects the amount of interim distribution per stapled security from the Company / Trust. Earnings per security Profit after Tax divided by the weighted average number of securities on issue during the period (including treasury securities). EBITDA Earnings before interest, tax, depreciation and amortisation. Effective tax rate Income tax expense as a percentage of profit before tax. Funds under management (FUM) Total market value of investments across Lendlease managed funds. Gearing Net debt to total tangible assets, less cash. GLA under management (sqm) Represents the gross lettable area of the centres under management, with the exception of Asia which represents the net lettable area of the centres. Invested capital Represents security holder equity plus net debt. Invested equity Invested equity refers to the contributed equity for each project. Investments Includes equity invested in Lendlease managed funds and direct investment in property and property related assets. Represents the Group’s assessment of market value.

Legend & Definitions

==> picture [130 x 25] intentionally omitted <==

Legend

Grey highlighted cell Green highlighted cell 2H numbers included in document Rounding

Data is not included in this data file because it was not previously disclosed. Not applicable.

Note: All 2H information contained in the document is derived via calculation Note: Numbers disclosed are subject to rounding

Term Definition
Investments - operating earnings EBITDA Earnings primarily derived from the investment management platform and the management of US Military
Housing operations.
Investments - ownership interests EBITDA Returns derived from investments, the Group's Retirement investment, US Military Housing and infrastructure
investment.
Market capitalisation The number of securities on issue multiplied by the security price at period end.
Net debt Borrowings, including certain other financial liabilities, less cash.
New work secured revenue Estimated revenue to be earned from construction contracts secured during the period. New work is secured
and forms part of construction backlog revenue when formal contracts are signed.
Presales ($) Includes 100 per cent of joint venture projects and therefore will not necessarily correlate with the Group’s
Profit after Tax.
Presales (units) Units that have been sold before they are constructed. Includes units sold but not yet in delivery.
Profit after tax (PAT) Profit after Tax attributable to securityholders, determined in accordance with Australian Accounting
Standards.
Public Private Partnerships (PPP) A joint procurement arrangement for infrastructure development contracts between the public and private
sectors.
Return on equity (ROE) Full year (FY) ROE is calculated using the annual statutory Profit after Tax attributable to securityholders
divided by the arithmetic average of beginning, half and year end securityholders' equity.
Half year (1H) ROE is calculated on an annualised basis using the half year statutory Profit after Tax
attributable to securityholders divided by the arithmetic average of beginning and half year end securityholders'
equity.
Return on invested capital (ROIC) Full year (FY) ROIC is calculated using the annual operating Profit after Tax divided by the arithmetic average
of beginning, half and year end invested capital.
Half year (1H) ROIC is calculated on an annualised basis using the half year operating Profit after Tax divided
by the arithmetic average of beginning and half year end invested capital.
Urbanisation pipeline Estimated remaining end value of all of the Group’s secured development projects (excluding Communities and
Retirement projects) as at period end; Includes 100% of joint venture projects and therefore will not necessarily
correlate with the Group’s Profit after Tax.
Weighted average number of securities The time weighted number of securities outstanding during the period.

Footnotes

==> picture [136 x 30] intentionally omitted <==

Group Summary

  1. Lendlease adopted a revised segment reporting structure with the release of its FY16 results, transitioning from four reporting segments: Development; Infrastructure Development; Construction; and Investment Management, to three reporting segments: Development; Construction; and Investments. Restated historical financial information for the revised segment reporting structures for the reporting periods 1H14 to 1H16 was prepared. More information can be found in the ASX Announcement dated 27 July 2016.

  2. FY16 Investments ROIC restated reflecting inclusion of half year end invested capital in calculation.

  3. Rounded to the nearest $100m.

  4. Excludes Corporate.

  5. Total Invested Capital includes Corporate.

  6. Net debt and gross borrowings include certain other financial liabilities.

  7. HY17 and FY17 restated reflecting the impact of the first time adoption of AASB 9 Financial Instruments.

Development

  1. Major Urbanisation Projects are development projects with an estimated development end value greater than A$1bn.

  2. 1H13, 2H13 and FY13 Europe apartment sales, completions and presales excluded due to sale of Greenwich Peninsula Regeneration Limited.

  3. Represents total estimated development end value.

  4. Following sale of 25% of Australia's Retirement Living business to APG in HY18 and Lendlease’s remaining 75% investment shifting into Equity Accounted Investments on the Balance Sheet, operational and financial metrics for the Development component were included in the Investments segment.

Construction

  1. 1H backlog realisation is broken down into the following periods: next 6 months; 6-18 months; and beyond 18 months.

  2. Rounded to the nearest $100m.

Investments

  1. FY16 Investments ROIC restated reflecting inclusion of half year end invested capital in calculation.

  2. Following sale of 25% of Australia's Retirement Living business to APG in HY18 and Lendlease’s remaining 75% investment shifting into Equity Accounted Investments on the Balance Sheet, operational and financial metrics for the Development component were included in the Investments segment.

Important Notice

==> picture [173 x 33] intentionally omitted <==

This document has been prepared and is issued by Lendlease Corporation Limited (ACN 000 226 228) (Lendlease ) in good faith. Neither Lendlease (including any of its controlled entities), nor Lendlease Trust (together referred to as the Lendlease Group) makes any representation or warranty, express or implied, as to the accuracy, completeness, adequacy or reliability of any statements, estimates, opinions or other information contained in this document (any of which may change without notice). To the maximum extent permitted by law, Lendlease, the Lendlease Group and their respective directors, officers, employees and agents disclaim all liability and responsibility (including without limitation any liability arising from fault or negligence) for any direct or indirect loss or damage which may be suffered, howsoever arising, through use or reliance on anything contained in or omitted from this document.

This document does not contain any new information but is a compilation of material from Lendlease Group’s results and previously disclosed reports and presentations. Review of this material does not replace the need to review the Lendlease Group results and other previously disclosed reports and presentations for context and information included in those documents.

This document has been prepared without regard to the specific investment objectives, financial situation or needs of any recipient of this presentation. Each recipient should consult with, and rely solely upon, their own legal, tax, business and/or financial advisors in connection with any decision made in relation to the information contained in this presentation.

Lendlease Group’s statutory results are prepared in accordance with International Financial Reporting Standards (IFRS). This document also includes material that is not included in Lendlease Group’s statutory results and contains non-IFRS measures. Material that is not included in Lendlease Group’s statutory results has not been subject to audit. Lendlease Group’s auditors, KPMG, performed agreed upon procedures to ensure consistency of this document with Lendlease Group’s statutory results, other publicly disclosed material and management reports.

This document has been released on the Lendlease website as an excel spreadsheet and the full year data on the ASX platform as a PDF document.