SIG plc June 2002

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SIG plcJune 2002
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OverviewStrategyFinancial Highlights
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SIG

• Europes leading specialist supplier of

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What do we do?
Supply specialist contractors
with specialist products
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Supply Chain
Manufacturers
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Why do customers keep buying?

• Need and legislation
• Specialist product range
• Technical advice
• Specialist logistics service

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Operational Facts
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Business Spread
Numbers are 2001 results ( 2000 equivalents)
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SIG Sales to Main Markets
Indicative only
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Corporate Objective

• To create shareholder value by driving growth
  within our existing business streams

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Growth

• Growth is achieved through continued investment
  in our existing businesses,and supplemented by a
  rolling program of acquisitions.

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OverviewStrategyFinancial Highlights
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Strategy

• Continue to develop core activities
• Improve geographic coverage
• Continue bolt-on acquisitions
• Achieve market leadership in all core areas of
  activity

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SIG Growth Drivers

• Growth of market demand
• Geographic coverage in existing businesses not
  fully exploited
• Good future acquisition prospects within
  existing markets and countries
• Resilience of product supply throughout building
  life cycle groundworks to RMI

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Growth DriversInsulation
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Growth DriversRoofing Materials
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Growth DriversCommercial Interiors
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OverviewStrategyFinancial Highlights
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Turnover
Compound growthof 11.5 per year
1,037m
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EBITDA
73.4m
Compound growthof 12.9 per year
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EPS and DPS
Compound growthEPS 10.2DPS 9.0
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DPS
CAGR 90
Dividend cover
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2001 Operating Profit
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Earnings, Dividend and Interest

• EPS up 6.5 at 29.5p
• DPS up 8 at 11.0p
• Dividend cover maintained at 2.7x
• Interest cover strong at 11 x

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Balance Sheet
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Investors checklist
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