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BATU KAWAN BERHAD

BATU KAWAN BERHAD. Investor Presentation. 30-Jan-2013. Company Background. (1) Market data as at 29-Jan-2013.

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BATU KAWAN BERHAD

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  1. BATU KAWAN BERHAD Investor Presentation 30-Jan-2013

  2. Company Background (1) Market data as at 29-Jan-2013 • BatuKawanBerhad (“BKB”) is an investment holding company with subsidiaries and associates involved in chemical manufacturing, logistics, plantations, property investment and investment holding • Incorporated in Malaysia in 1965 • Commenced operations as a plantations company when it took over the assets and liabilities of its predecessor company, BatuKawan Rubber and Coconuts Plantations Ltd in 1971 • Listed on the Bursa Malaysia Main Market since 12 October 1971 • Market capitalisation of RM7.6 billion(1)

  3. Company Overview BATU KAWAN BERHAD Plantations Chemicals Others • Kuala Lumpur Kepong Berhad(46.57% Associate) • Produce and process palm products and natural rubber, oleochemical, property development • 251,325ha landbank – 212,300ha planted • PT Satu Sembilan Delapan(92%) • Plantation development in Kalimantan, Indonesia • 5,728ha landbank– 3,602ha planted • Collingwood Plantations (18% Investment) • Plantation development in Papua New Guinea • 44,342ha landbank for oil palm plantations • MenaraKLK (100%) • 11-storey commercial building in Mutiara Damansara, PetalingJaya • Other investments Note:%denotes BKB’s shareholding percentage • Malay-Sino Chemical Industries Sdn Bhd(86%) • Chlor-alkali products, methyl chloride, ferric chloride • See Sen Chemical Berhad(61%) • Sulphuric acid, oleum, aluminium sulphate, sodium silicate

  4. Kuala Lumpur Kepong Berhad (1) Market data as at 29-Jan-2012 • Kuala Lumpur Kepong Berhad (“KLK”) is an 46.57% associate company of BKB • Primary operations are in the production and processing of palm products and natural rubber on its plantations located in Peninsular Malaysia, Sabah and Indonesia • Total landbank of 251,325ha • 193,230ha planted with oil palm and 19,070ha planted with rubber • Downstream operations include refineries & fractionation, oleochemicals • Others: Property development, Synthomerplc (19.45%) • Listed on the Bursa Malaysia Main Market since 1974 • Market capitalisation of RM23.5 billion (1)

  5. KLK Financial Summary Profit Before Tax Revenue (RM million) (RM million) Return on Equity EPS and DPS (Net) (%) (Sen)

  6. PT Satu Sembilan Delapan Oil Palm Planted Area FFB Yield (hectare) (mt/ha) • PT Satu Sembilan Delapan is BKB’s 92% owned Indonesian subsidiary involved in oil palm plantation development in East Kalimantan • Total landbank of 5,728ha – 3,602ha planted • FY2012 results • Revenue: RM33.5 million • Operating results: RM14.9 million • Profit per average mature area: RM4,830 per ha

  7. Collingwood Plantations In October 2011, BKB acquired 18% of Collingwood Plantations Pte Ltd (“CPPL”) along with KLK with a 51% stake Purchase price for BKB’s 18% stake was RM9.8 million A wholly-owned CPPL subsidiary owns leases to 44,342 ha of land in Papua New Guinea which will be developed into oil palm plantations A long term development leveraging on the overseas plantation development expertise and resources of KLK

  8. BKB Chemical Group • Malay-Sino Chemical Industries (86%) (industrial chemical manufacturing) • Malay-Sino Agro-Chemical Products (industrial chemical manufacturing) • Circular Agency / North-South Transport(chemical logistics) • See Sen Chemical Berhad(61%) (industrial chemical manufacturing) • BASF See Sen(30% owned by SSCB*)(specialty chemical manufacturing) *BKB’s effective shareholding is 18% BKB’s Chemical Group recorded FY2012 revenues of RM294.9 million and operating profits of RM48.9 million

  9. Malay-Sino Chemical Industries • MSCI is a subsidiary of BKB (86% shareholding) • Incorporated in 1973 • Largest producer of chlor-alkali chemical products in Malaysia • Chlor-alkali products: chlorine, caustic soda (sodium hydroxide), hydrochloric acid, bleach (sodium hypochlorite) • Other products: ferric chloride, ferric 200M, calcium chloride • Annual capacity of 87,000 metric tonnes of 100% caustic soda • MSCI operates 2 chemical manufacturing plants • Location: Lahat (Perak) and Kemaman (Terengganu) • Malay-Sino Agro-Chemical Products (100% owned subsidiary of MSCI) is one of the largest methyl chloride producer in South East Asia • Location: Lahat (Perak) • Vertically integrated with MSCI’s Lahat plant

  10. Logistics • Circular Agency and North-South Transport (100% owned subsidiaries of MSCI) provides the BKB Chemical Group with its own in-house specialist chemical transporter • Vertically integrated logistics • Circular Agency provides bulk tanker transportation • North-South Transport provides bulk lorry transportation

  11. See Sen Chemical Berhad • SSCB is a subsidiary of BKB (61% shareholding) • Incorporated in 1965 • Largest producer of sulphuric acid in Malaysia • Products: sulphuric acid, oleum, dilute sulphuric acid, solid and liquid aluminiumsulphate, sodium silicate, liquid sulphur, sulphur powder • Annual capacity of 245,000 metric tonnessulphuric acid • SSCB operates 2 chemical manufacturing plants • Location: PasirGudang (Johor) and Kemaman (Terengganu) • BASF See Sen (30% associate of SSCB) produces high purity sulphuricacid for the electronics industry • Location: Kemaman (Terengganu) • Vertically integrated with SSCB’s Kemaman plant • Joint-venture partner is BASF (70%), the world’s leading chemical company

  12. Menara KLK (1) As at 30-Sep-2012 Menara KLK is owned by BatuKawan Holdings SdnBhd (100% owned subsidiary) Completed in March 2009, Menara KLK is a 11-storey commercial office building with a 4-storey podium and a 2-level basement car park Located in MutiaraDamansara, Petaling Jaya next to Tesco, Ikea, The Curve, Ikano Power Centre and CineleisureDamansara Occupancy rate(1) of 95%; KLK is the anchor tenant of the building FY2012 rental income of RM6.3 million and operating profit of RM3.3 million

  13. BKB Financial Summary Operating Profit Share of Results of Associates (RM million) (RM million) Return on Shareholders’ Equity Profit Before Tax (%) (RM million)

  14. Dividends and Shareholders’ Equity Earnings per Share and Dividends per Share (Net) (Sen) Shareholders’ Equity and Net Assets per Share (RM billion) (RM / Share)

  15. BATU KAWAN BERHAD Thank You

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