Sigma Healthcare Limited Investor Presentation — May 2018

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Sigma Healthcare Limited

Annual General Meeting 16th May 2018Brian Jamieson

Our Strategic Direction

Status of our Investment Program

Our Capital Management UpdateStrategic direction

1. Continued focus on diversifying our earnings

2. Two acquisitions completed in FY18

Investing in Infrastructure

• Current network requires reinvestment to remain competitive

• Committed to an investment program of over $200 million over 3 years

• Strong financial returns from investment

• Investment will significantly enhance capabilities

Forecast Capital Expenditure (A$m)

MaintenanceDC Investment Update - Berrinba, QLD

• Total cost of $55m including land and buildings – under budget

• Transition from Mansfield to Berrinba commenced 26 February 2018

• Became fully operational April 2018 with full run rate benefits to

• Significantly enhances operational efficiency and service ability

• One-off redundancies and transition costs will be booked in FY19

Construction and automation now completeDC Investment Update – Canning Vale, WA

• Approx $55m investment (including land and buildings)

• 15,000 square metre facility

• Building works complete, internal fit-out

• Strong payback metrics from

• Anticipated completion late 2018Construction well advanced

DC Investment Update - Kemps Creek, NSW

• Approx $110m investment (including land and buildings)

• 40,000 square metre facility

• DC construction commencing in May 2018

• Detailed design work well underway