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1H10 Results Presentation - 10 February 2010
Solid 1H10 results - upgrading full year guidance to 29c
Underlying Profit up 17% on 1H09, EPS down 21% due to equity raised in FY09
Residential market conditions - recovery underway in all states
Strong Residential Communities revenue and profit growth
Residential Communities buyer composition close to target mix
Recent Residential Communities price growth to benefit 2H10 margins
Cash realisation from efficient management of inventory
Focussed on growing market share in Residential Communities
Apartments business delivered a small profit
Value creation from mixed-use urban consolidation
In summary - Residential business is well placed for FY10 and beyond
Changes to Retirement Living profit reporting
Solid Retirement Living operating performance
Retirement Living remains key growth platform
Commercial Property markets are stabilising
Commercial Property delivered solid performance in tough market
Sound leasing and asset management underpinned Retail result
Asset management focus in Office and Industrial portfolio
Commercial Property asset values are stabilising
Commercial Property strategy to enhance asset quality and financial returns
Retail development pipeline set to be reactivated in 2010
Continued orderly work out of UK operations
FY10 AFFO guidance maintained at 27 cents
Strong balance sheet
Stockland's vision is to be a world class diversified property group Purely domestic Australian focus
Significant, attractive and fully funded growth opportunities
In summary, well placed for FY10 - strong growth opportunities for FY11+
Annexures
1H10 Results Annexures
Stockland 1H10 Results - Financial results; Australia's largest diversified REIT
Stockland 1H10 Results - Financial results; Underlying Profit summary
Stockland 1H10 Results - Financial results; Underlying Profit reconciliation
Stockland 1H10 Results - Financial results; 5 year profit summary
Stockland 1H10 Results - Financial results; Group strategic weightings
Stockland 1H10 Results - Financial results; Operating cash flow
Stockland 1H10 Results - Financial results; GPT stake - accounting treatment
Stockland 1H10 Results - Financial results; Debt summary
Stockland 1H10 Results - Financial results; Debt summary
Stockland 1H10 Results - Financial results; Fixed/ Hedged debt profile1
Stockland 1H10 Results - Financial results; Proforma balance sheet
Stockland 1H10 Results - Financial results; Covenant calculations
Stockland 1H10 Results - Financial results; Securities on issue
Stockland 1H10 Results - Residential; Portfolio overview
Stockland 1H10 Results - Residential; Housing supply and demand
Stockland 1H10 Results - Residential; Mortgage loans and repayments
Stockland 1H10 Results - Residential; Market conditions
Stockland 1H10 Results - Residential; Communities - Market share and lots settled
Stockland 1H10 Results - Residential; Communities - Retail average sales prices
Stockland 1H10 Results - Residential; Communities - Development pipeline
Stockland 1H10 Results - Residential; First home buyer grant entitlements
Stockland 1H10 Results - Residential; Apartments - Development pipeline
Stockland 1H10 Results - Retirement Living; Portfolio overview
Stockland 1H10 Results - Retirement Living; Reconciliation to segment result and DMF asset
Stockland 1H10 Results - Retirement Living; Example DMF accrual calculation
Stockland 1H10 Results - Commercial Property; Portfolio overview
Stockland 1H10 Results - Commercial Property; Office and Industrial metrics
Stockland 1H10 Results - Commercial Property; Asset values
Stockland 1H10 Results - Commercial Property; Asset values - Retail
Stockland 1H10 Results - Commercial Property; Asset values - Office
Stockland 1H10 Results - Commercial Property; Asset values - Industrial and other
Stockland 1H10 Results - Commercial Property; Asset transactions & development completions
Stockland 1H10 Results - Commercial Property; Development pipeline
Stockland 1H10 Results - Commercial Property; Development pipeline (cont'd)
Stockland 1H10 Results - Commercial Property; Development pipeline (cont'd)
Stockland 1H10 Results - Commercial Property; Tenancy profile - Top 20 tenants1
Stockland 1H10 Results - Commercial Property; Tenancy retention and new leasing
Stockland 1H10 Results - Commercial Property; Lease expiry profiles1
Stockland 1H10 Results - Commercial Property; Retail sales and Office - Industrial leasing
Stockland 1H10 Results - Commercial Property; Leadership in sustainability - case study
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