Ansell Limited http://www.alacrastore.com/company-snapshot/Ansell_Limited-1012726 Wednesday, October 08, 2008 4:00:27 AM 1012726 Ansell Limited en AlacraStore RSS Builder 1.0 30 http://www.alacrastore.com/storecontent/ccbn/T1907340ccbn/T1907340norm... - Ansell Ltd. - CEO, Managing Director Good morning, everyone, and welcome to the Ansell full-year review covering the end of June ####, and then we will also be talking about ####. There will be presentations and discussions this morning from myself on our operational overview, and also a review of our financials from Rustom Jilla, our CFO, then I will come back and talk about strategy, outlook for the future. That's what we're looking forward to cover this morning. As you can see, I will talk a little bit about the Australian dollar here and there, but the report this morning is based in the US currency. The theme this morning that I will talk about, and Rustom will, as well, it's really the theme of Ansell and our ability to continue to deliver what we think are positive overall results, both today, also over the past few years, but also looking well into the future.Some of the highlights that we saw for the year just passed, fiscal '##, are our sales performance up ##%, our EBIT... 8/18/2008 6:05:00 PMAnsell Ltd54.0000FinalFull Year 2008 Ansell Ltd Earnings Presentation and Webcast TranscriptANN.AX9:30am AESTTranscriptT1907340Credit & Investment ResearchThomson StreetEventsUS - Ansell Ltd acquired Hawkeye Glove Mfg, a manufacturer and wholesaler of leather gloves and mittens, for $##.# mil and up to an undisclosed amount in profit-related payments.7/4/2008 11:06:14 AM03643Z41989Z03643Z41989ZAnsell LtdHawkeye Glove MfgAnsell LtdHawkeye Glove Mfghttp://www.alacrastore.com/storecontent/Thomson_M%26A/Ansell_Ltd_acquires_Hawkeye_Glove_Mfg-1992888020sdc/19928880201992888020Copyright © 2008, Thomson Financial, All Rights ReservedAustraliaRubber and Miscellaneous Plastic ProductsAustraliaFabricated rubber prod, nec3069FFForeignPublicANN3069:Fabricated rubber prod, nec3089:Plastics products, nec3069:Fabricated rubber prod, nec3089:Plastics products, necLeather and Leather ProductsUnited StatesLeather gloves and mittens3151IAIowaPrivate100459003Mnfr healthcare barrier prodMnfr,whl gloves,mittensCashEarnoutAssets1026754001Jul 4 20080.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.0000017.500000.000000.00000AU30 Jun 070.000000.6760084.920000.000001052.329001004.34900Australian Dollar31 Dec 0731 Dec 0731 Dec 0631 Dec 0531 Dec 0431 Dec 031.000001.000002.000003.000004.000005.000006.000007.000008.000009.0000010.0000011.0000012.0000013.0000014.0000015.0000016.0000017.0000018.0000019.0000020.0000021.0000022.0000023.0000024.0000025.0000026.0000027.0000028.0000029.0000030.0000031.0000032.0000033.0000034.0000035.0000036.0000037.0000038.00000Ansell Ltd is a manufacturerof healthcare barrierprotective products,headquartered in Richmond,Victoria, Australia. Thecompany operates in three mainbusiness segments:Occupational Healthcare,Professional Healthcare, andConsumer Healthcare. TheProfessional Healthcaresegment manufactures syntheticand natural latex surgical andmedical examination glovesunder Gammex, Conform, Encore,NuTex, MicrOptic, X-AM,Synsation, Dermaclean, andNitratouch brand names. TheOccupational Healthcaresegment produces a range ofindustrial and consumergloves, as well as clothingworn for protection. It alsooffers gloves developed forthe food-processing andfood-service industry,including the packing,processing, preparation, andserving of various foodproducts. The ConsumerHealthcare segmentmanufactures and marketscondoms with various flavors,colors, spermicide, studded,and ribbed features, as wellas offers household gloves andother personal products. Thecompany was founded in 1893.Ansell Ltd is a manufacturer of healthcare barrierprotective products, headquartered in Richmond, Victoria,Australia. The company operates in three main businesssegments: Occupational Healthcare, Professional Healthcare,and Consumer Healthcare. The Professional Healthcare segmentmanufactures synthetic and natural latex surgical andmedical examination gloves under Gammex, Conform, Encore,NuTex, MicrOptic, X-AM, Synsation, Dermaclean, andNitratouch brand names. The Occupational Healthcare segmentproduces a range of industrial and consumer gloves, as wellas clothing worn for protection. It also offers glovesdeveloped for the food-processing and food-service industry,including the packing, processing, preparation, and servingof various food products. The Consumer Healthcare segmentmanufactures and markets condoms with various flavors,colors, spermicide, studded, and ribbed features, as well asoffers household gloves and other personal products. Thecompany was founded in 1893.Ansell Ltd is a manufacturer of healthcare barrier protective products, headquartered in Richmond, Victoria, Australia. The company operates in three main business segments: Occupational Healthcare, Professional Healthcare, and Consumer Healthcare. The Professional Healthcare segment manufactures synthetic and natural latex surgical and medical examination gloves under Gammex, Conform, Encore, NuTex, MicrOptic, X-AM, Synsation, Dermaclean, and Nitratouch brand names. The Occupational Healthcare segment produces a range of industrial and consumer gloves, as well as clothing worn for protection. It also offers gloves developed for the food-processing and food-service industry, including the packing, processing, preparation, and serving of various food products. The Consumer Healthcare segment manufactures and markets condoms with various flavors, colors, spermicide, studded, and ribbed features, as well as offers household gloves and other personal products. The company was founded in 1893.1.000002.000003.000004.000005.000006.00000Hawkeye Glove Mfg is amanufacturer and wholesaler ofleather gloves and mittens,headquartered in Fort Dodge,Iowa. The company was foundedin 1970.Hawkeye Glove Mfg is a manufacturer and wholesaler ofleather gloves and mittens, headquartered in Fort Dodge,Iowa. The company was founded in 1970.Hawkeye Glove Mfg is a manufacturer and wholesaler of leather gloves and mittens, headquartered in Fort Dodge, Iowa. The company was founded in 1970.0.000000.000000.000000.00000YU.S. Dollar02 Jul 08Wed, 02 Jul 2008 00:00:00 ESTDate Announced: 07/02/200802 Jul 08Date Effective: 07/02/200802 Jul 08Acq. of AssetsFriendly0.000000.000000.000000.000000.000000.00000Price/Share0.0000010.8 U.S. Dollar10.800000.0000010.8 U.S. Dollar10.80000100.00000100.000000.000000.0000010.8000010.8 U.S. Dollar1.00000N5.419000.000000.000000.000000.000000.0000010.8000010.800000.000000.000000.000000.000000.000000.000000.00000100.000000.000000.000000.000000.000000.617000.000000.000000.617001405.615000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000001.000002.000003.000004.000005.000006.000007.00000US - Ansell Ltd acquiredHawkeye Glove Mfg, amanufacturer and wholesaler ofleather gloves and mittens,for $10.8 mil and up to anundisclosed amount inprofit-related payments.US - Ansell Ltd acquired Hawkeye Glove Mfg, a manufacturer and wholesaler of leather gloves and mittens, for $10.8 mil and up to an undisclosed amount in profit-related payments.US - Ansell Ltd acquired Hawkeye Glove Mfg, a manufacturer and wholesaler of leathergloves and mittens, for $10.8 mil and up to an undisclosed amount in profit-relatedpayments.US - Ansell Ltd acquired Hawkeye Glove Mfg, a manufacturer and wholesaler of leather gloves and mittens, for $10.8 mil and up to an undisclosed amount in profit-related payments.US - Ansell Ltd acquired Hawkeye Glove Mfg, a manufacturer and wholesaler of leather gloves and mittens, for $10.8 mil and up to anundisclosed amount in profit-related payments.Completed613.60000100.000001239.200001182.700000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.0000017.500000.000000.000000.000000.0000017.500000.000000.000000.000000.000000.000000.00000Status:CompletedUS-999.00000np0.00000-999.00000np0.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000003151:Leather gloves and mittens5136:Men's and boys' clothing and furnishings5137:Women's and children's clothing and accessories100459003AustraliaAustralia3069ForeignPublicANN3151:Leather gloves and mittens5136:Men's and boys' clothing and furnishings5137:Women's and children's clothing and accessories1026754001United States3151IowaPrivate10.8000010.8000010.800005.41900Deal InformationTF Mergers & Acquisitionshttp://www.alacrastore.com/storecontent/spcred/630977spcred/630977normThe latest Summary from S&P2/14/2008 11:35:13 PMSummary175global630977AustraliaHealth Care SuppliesAsiaEmerging MarketsPacificUnited StatesGlobal IssuersCorporationsConsumer ProductsSummaryThe rating on global barrier-protection products manufacturer Ansell Ltd. reflects the company's demonstrated ability to maintain strong cash-flow-protection measures and liquidity while growing its businesses and managing input-price pressures, exchange-rate volatility, and highly competitive markets. Ansell's intermediate financial-risk profile, significant market share in some of its product segments, track record in managing offshore businesses, strong free-cash-flow generation, and strong liquidity are credit positives. Although acquisitions in the past two years have further diversified Ansell's customer and manufacturing bases, Ansell needs to successfully manage the entry into these new markets, as well as potential integration risks. The performance of recent acquisitions was mixed in the first half of fiscal 2008. The Blowtex condom business in Brazil performed well; however, the UnimilAUS03634M35101020 351010 3510 35Ansell Ltd.112991ASIAEMERGINGPACUSAANN@AUSUMMARYGLOBISSCORPConsumerCredit & Investment ResearchS&P Credit Researchhttp://www.alacrastore.com/storecontent/moodys/COP_2576moodys/COP_2576htmlGlobal Credit Research Credit Opinion ## SEP #### Credit Opinion: Ansell Limited Ansell Limited Melbourne, Victoria, Australia Ratings Category Moody's Rating Outlook Stable Issuer Rating Baa# Senior Unsecured MTN Baa# Subordinate...1/4/2008 2:19:00 AMhtmlAnsell LimitedAnsell Limited2576150.0000NewsCredit OpinionCOP_2576Credit & Investment ResearchMoody's Global Credit Researchhttp://www.alacrastore.com/storecontent/spcred/614492spcred/614492normThe latest Summary from S&P11/20/2007 6:49:31 PMSummary175global614492AustraliaHealth Care SuppliesAsiaEmerging MarketsPacificUnited StatesGlobal IssuersCorporationsConsumer ProductsSummaryThe rating on global barrier-protection products manufacturer Ansell Ltd. reflects the company's demonstrated ability to maintain strong cash-flow-protection measures and liquidity while growing its businesses and managing input-price pressures, exchange-rate volatility, and highly competitive markets. Ansell's intermediate financial-risk profile, significant market share in some of its product segments, track record in managing offshore businesses, strong free-cash-flow generation, and strong liquidity are credit positives. Although acquisitions in the past two years have further diversified Ansell's customer and manufacturing bases, Ansell will need to successfully manage the entry into these new markets as well as potential integration risks. Ansell's results for its fiscal year ended June 30, 3007 continued to evidence the resilience of the company's operating performance, despite the negative impactAUS03634M35101020 351010 3510 35Ansell Ltd.112991ASIAEMERGINGPACUSAANN@AUSUMMARYGLOBISSCORPConsumerCredit & Investment ResearchS&P Credit Researchhttp://www.alacrastore.com/storecontent/spcred/614487spcred/614487normThe latest Full Report from S&P11/20/2007 6:49:30 PMFull Report400global614487AustraliaHealth Care SuppliesAsiaEmerging MarketsPacificUnited StatesGlobal IssuersCorporationsConsumer ProductsFull ReportStrong free-cash-flow generation Moderate financial policies Strong liquidity Increasing geographic and product diversity Track record in managing offshore businesses Significant market shares in key product segments Exposure to exchange-rate and raw-material price volatility Exposure to highly competitive markets and cyclical industrial demand Evolving future growth strategy that may incorporate additional business and financial risk The rating on global barrier-protection products manufacturer Ansell Ltd. reflects the company's demonstrated ability to maintain strong cash-flow-protection measures and liquidity while growing its businesses and managing input-price pressures, exchange-rate volatility, and highly competitive markets. Ansell's intermediate financial-risk profile, significant market share in some of its product segments, track record in managing offshore businesses, strong free-cash-flow generation, and strong liquidity are credit positives. Although acquisitions inAUS03634M35101020 351010 3510 35Ansell Ltd.112991ASIAEMERGINGPACUSAANN@AUFULLGLOBISSCORPConsumerCredit & Investment ResearchS&P Credit Researchhttp://www.alacrastore.com/storecontent/spcred/612319spcred/612319normThe latest News from S&P11/8/2007 11:34:19 PMNews100global612319AustraliaHealth Care SuppliesEmerging MarketsUnited StatesPacificAsiaGlobal IssuersCorporationsConsumer ProductsNewsMELBOURNE (Standard&Poor's) Nov. 9, 2007--Standard&Poor's Ratings Services said today that it had raised its long-term rating on Ansell Ltd. and associated debt issues to 'BBB-' from 'BB+' reflecting Ansell's demonstrated ability to maintain strong cash-flow protection measures and liquidity while growing its businesses and managing input-price pressures. Although acquisitions in the past two years have further diversified Ansell's customer and manufacturing bases, Ansell will need to successfully manage the entry into these new markets as well as potential integration risks. The outlook on the rating is stable. "Ansell's fiscal 2007 results continued to evidence the resilience of its operating performance despite the negative impact of significantly higher raw material prices, both for latex and synthetic rawAUS03634M35101020 351010 3510 35Ansell Ltd.112991ASIAEMERGINGUSAPACANN@AUNEWSGLOBISSCORPConsumerCredit & Investment ResearchS&P Credit Researchhttp://www.alacrastore.com/storecontent/spcred/612320spcred/612320normThe latest Research Update from S&P11/8/2007 11:34:19 PMResearch Update175global612320AustraliaHealth Care SuppliesEmerging MarketsUnited StatesPacificAsiaGlobal IssuersCorporationsConsumer ProductsResearch UpdateOn Nov. 9, 2007 Standard&Poor's Ratings Services raised its long-term rating on Ansell Ltd. and associated debt issues to 'BBB-' from 'BB+', reflecting Ansell's demonstrated ability to maintain strong cash-flow protection measures and liquidity while growing its businesses and managing input-price pressures. Although acquisitions in the past two years have further diversified Ansell's customer and manufacturing bases, Ansell will need to successfully manage the entry into these new markets as well as potential integration risks. The ratings on Ansell Ltd. reflect the group's ability to maintain its strong cash-flow generation despite material exposure to exchange rate and input price volatility, and highly competitive markets. Ansell's intermediate financial-risk profile, significant market share in some of its product segments, trackAUS03634M35101020 351010 3510 35Ansell Ltd.112991ASIAEMERGINGUSAPACANN@AURESUPDGLOBISSCORPConsumerCredit & Investment ResearchS&P Credit Research