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Perpetual Limited — Financial Supplement Data 2008
Aug 19, 2008
10538_rns_2008-08-19_c0cc5892-abf2-4d38-8ed3-c9fd77420dd6.pdf
Financial Supplement Data
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20 August 2008
The Manager Company Announcements Australian Stock Exchange Limited 20 Bridge Street Sydney NSW 2000
Perpetual Limited ABN 86 000 431 827
123 Pitt Street GPO Box 4172 Sydney NSW 2001 Australia DX 365 Sydney Telephone 02 9229 9000 Facsimile 02 9232 8936
Dear Sir / Madam,
Perpetual Limited – Supplementary information on business segment analysis dated 20 August 2008
For purpose of clarification please find attached ‘2008 Full Year Results – Perpetual Business Segment Analysis’ dated 20 August 2008.
This information will also be available on Perpetual’s website at www.perpetual.com.au.
For further information, please contact:
Sue Morey Head of Corporate Affairs and Investor Relations Perpetual Limited Direct Phone 02 9229 3936
Yours faithfully
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Roger Burrows Chief Financial Officer Direct Phone 02 9229 3267
2008 Full Year Results - Perpetual Business Segment Analysis
| Perpetual Investments | 1H08 $M |
2H08 $M |
Change $M |
Change % |
|---|---|---|---|---|
| Total revenue | 158.3 | 136.2 | (22.1) | (14) |
| Operating expenses | 60.9 | 65.7 | 4.8 | 8 |
| EBITDA | 97.4 | 70.5 | (26.9) | (28) |
| Depreciation and amortisation | 8.5 | 12.4 | 3.9 | 46 |
| Operating profit before tax | 88.9 | 58.1 | (30.8) | (35) |
| Perpetual Private Wealth | 1H08 $M |
2H08 $M |
Change $M |
Change % |
| Total revenue | 54.6 | 50.3 | (4.3) | (8) |
| Operating expenses | 27.3 | 28.0 | 0.7 | 3 |
| EBITDA | 27.3 | 22.3 | (5.0) | (18) |
| Depreciation and amortisation | 1.4 | 1.8 | 0.4 | 29 |
| Operating profit before tax | 25.9 | 20.5 | (5.4) | (21) |
| Perpetual Corporate Trust | 1H08 $M |
2H08 $M |
Change $M |
Change % |
| Total revenue | 41.6 | 42.6 | 1.0 | 2 |
| Operating expenses | 26.4 | 25.3 | (1.1) | (4) |
| EBITDA | 15.2 | 17.3 | 2.1 | 14 |
| Depreciation and amortisation | 1.6 | 1.4 | (0.2) | (13) |
| Operating profit before tax | 13.6 | 15.9 | 2.3 | 17 |
| Group and Support Services | 1H08 $M |
2H08 $M |
Change $M |
Change % |
| Total revenue | 6.7 | 5.4 | (1.3) | (19) |
| Operating expenses | 18.2 | 16.8 | (1.4) | (8) |
| EBITDA | (11.5) | (11.4) | 0.1 | (1) |
| Depreciation and amortisation | 1.2 | 1.9 | 0.7 | 58 |
| Interest Expense | 1.6 | 1.7 | 0.1 | 6 |
| Operating profit before tax | (14.3) | (15.0) | (0.7) | 5 |
Note Perpetual Investments and Perpetual Private Wealth half year figures reported in February 2008 reflected the previous Wealth Management structure.
This analysis reflects the new corporate structure announced in September 2007.