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REECE LIMITED Interim / Quarterly Report 2015

Feb 25, 2015

65683_rns_2015-02-25_9a7099b5-276a-4b61-a15a-f5d8ab62754b.pdf

Interim / Quarterly Report

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Half Yearly Announcement 26 February 2015

Summary

FY15 FY14 Growth
REVENUE $1,052m $844m 24.6%
NPBT* $106.4m $86.2m 23.4%
NPAT** $80.3m $59.6m 34.7%
  • before unrealised gain on foreign exchange contracts

  • ** after unrealised gain on foreign exchange contracts

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Strong sales performance

Revenue ($m)

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$1,052
$844
$801 $790 $785
$768 $771
$719
$650
$551
$504
$428
FY04 FY05 FY06 FY07 FY08 FY09 FY10 FY11 FY12 FY13 FY14 FY15
Half-Year
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 24.6% to $1.05b

  • Inclusion of Actrol Group in the FY15 first half results

  • Strong underlying performance of the Reece business

  • Integration of Actrol Group on track

  • Opened 8 new Reece and 1 Metalflex outlet

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NPBT before unrealised gain on foreign exchange contracts

NPBT ($m)

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$106
$86 $86
$83
$82
$79
$77
$71
$67
$56
$50
$39
FY04 FY05 FY06 FY07 FY08 FY09 FY10 FY11 FY12 FY13 FY14 FY15
Half-Year
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 23.4% to $106M

  • Record first half result for the Group

  • Inclusion of Actrol Group in the FY15 first half results

  • Costs growth being actively managed

  • Continued investment in the branch network, new products and process improvement

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NPAT after unrealised gain on foreign exchange contracts

NPAT ($m)

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80.3
59.8 59.6
57.6 57.9
54.9
53.3
46.0 45.7
38.8
35.0
27.0
FY04 FY05 FY06 FY07 FY08 FY09 FY10 FY11 FY12 FY13 FY14 FY15
Half-Year
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 34.7% to $80.3m

  • Unrealised gain on foreign currency contracts of $8.9m driven by the devaluation of the AUD

• Strong underlying performance of Reece business and inclusion of Actrol Group in first half FY15 (note: second half FY15 will include Actrol Group in the prior comparative period)

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Half Yearly Announcement 26 February 2015