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PPB GROUP BERHAD

Disclaimer: The contents of this presentation include materials which may be capable of being interpreted as forward-looking statements. Such statements are merely estimates and targets, based on circumstances and reasonable assumptions which apply only at the date of such statements. Accordingly, no reliance should be placed on any forward-looking statements, express or implied, contained in this presentation.

Press and Analyst Briefing

Unaudited 1H2012 Results

5 September 2012

Agenda

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Group Financial Highlights

Share Performance

Prospects for 2012

Dividend Record

Review of Major Operations

5-Year Financial Performance

Capital Commitments

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Group Financial

Highlights

Financial Results FOR THE 6 MONTHS ENDED 30 JUNE 2012

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Grains Trading, Flour & Feed Milling

Marketing , Distribution & Manufacturingof Consumer Products

Film Exhibition & Distribution

Waste Management & Utilities

Property Investment & Development

Chemicals, Livestock, Investments & Other Operations

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Financial Results FOR THE 6 MONTHS ENDED 30 JUNE 2012

(All figures in RM) 2012 2011 CHANGERevenue 1.46 bil 1.26 bil 16%Operating Expenses 1.39 bil 1.17 bil 19%PBT 324 mil 578 mil 44%Profit for the Period 302 mil 560 mil 46%EPS 24.20 sen 45.69 sen 47%*Share of Wilmar’s Profit 209 mil 432 mil 52%

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Financial Ratios FOR THE 6 MONTHS ENDED 30 JUNE 2012

2012 2011 CHANGE

EPS 24.20 sen 45.69 sen 47%

ROE Attributable to Owners of the Parent 2.0% 4.0% 50%

Net Assets Per Share Attributable to Owners of the Parent RM11.97 RM11.41 5%

Segmental Information FOR THE 6 MONTHS ENDED 30 JUNE 2012

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* Chemicals Trading & Manufacturing [3.62%], Livestock Farming [2.55%], Investment Income [0.51%] & Others [6.1%]

Grains Trading, Flour & Feed Milling58.95%

Marketing, Distribution & Manufacturing of Consumer Products12.48%

Waste Management & Utilities3.89%

Film Exhibition & Distribution9.27%

Property Investment & Development2.63%

Chemicals, Livestock, Investments & Others*12.78%

TOTAL REVENUE RM1.46 bil

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* Chemicals Trading & Manufacturing [0.41%], Livestock Farming [-11.43%], Investment Income [6.84%] & Others [-3.89%]

TOTAL SEGMENT PROFITS RM104 mil

Grains Trading, Flour & Feed Milling63.47%

Marketing, Distribution & Manufacturingof Consumer Products

8.37%

Film Exhibition & Distribution18.82%

Waste Management & Utilities4.88%

Property Investment & Development12.53%

-8.07% Chemicals, Livestock, Investments & Others*

Segmental Information FOR THE 6 MONTHS ENDED 30 JUNE 2012

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ReviewOf

MajorOperations

Review of Major Operations

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100

200

300

400

500

600

700

800

900

1,000

Revenue Segment Profit

1H20111H2012

GRAINS TRADING, FLOUR AND FEED MILLING

The significant increase in revenue for 1H2012 was primarily driven by higher grains trading volume and higher flour and feed sales.

The higher segment profit was in line with the growth in revenue.

RM MILLION24%

8%

731 905

61 66

Review of Major Operations

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0

20

40

60

80

100

120

140

160

180

200

Revenue Segment Profit

1H20111H2012

MARKETING, DISTRIBUTION & MANUFACTURING OF CONSUMER PRODUCTS

Revenue improved due to increased sales.

Segment profit decreased mainly due to higher promotional expenses incurred.

RM MILLION

3%

3%

185 192

8.9 8.7

Review of Major Operations

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0

20

40

60

80

100

120

140

160

Revenue Segment Profit

1H20111H2012

RM MILLIONFILM EXHIBITION AND DISTRIBUTION

Revenue for 1H2012 increase due to improved cinema collections, higher concession sales and increased screen advertising revenue.

Segment profit declined due to lower contribution from film distribution.

4%

9%

137 142

21 20

Review of Major Operations

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0

10

20

30

40

50

60

70

80

Revenue Segment Profit

1H20111H2012 ENVIRONMENTAL ENGINEERING,

WASTE MANAGEMENT & UTILITIES

Revenue and segment profit declined as most of the environmental engineering projects were at completion stages. Most of the segment revenue and profit were progressively recognised in the previous periods.

RM MILLION

18%

15%

73 60

6.0 5.1

Review of Major Operations

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0

5

10

15

20

25

30

35

40

Revenue Segment Profit

1H20111H2012

PROPERTY INVESTMENT & DEVELOPMENT

Revenue for 1H2012 increased significantly with the sale of bungalows in Bukit Segar, Kuala Lumpur and semi-detached houses in Taman Tanah Aman, Seberang Prai Tengah.

Segment profit increased in line with higher revenue.

RM MILLION

61%

>100%

18 40 8 13

Review of Major Operations

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0

25

50

75

100

125

150

175

200

Revenue Segment Profit/(Loss)

1H20111H2012

CHEMICALS, LIVESTOCK, INVESTMENTS & OTHER OPERATIONS

The marginal increase in revenue was mainly contributed by the increase bakery sales despite lower revenue recorded by the chemicals, livestock and investments divisions.

Segment losses were mainly from losses incurred by the livestock farming division and lower dividend income.

RM MILLION

>100%

2%

192 196

20 -8.4

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5-YearFinancial

Performance

0

200

400

600

800

1,000

1,200

1,400

1,600

1,800

2008 2009 2010 2011 Jan-Jun 2012

5-Year PBT of PPB Group

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RM Million

Year

Note : PBT for FY2010 excludes the gain of RM841 million from the disposal of the sugar-related assets. If the profit is included, the PBT would be RM1.970 billion

1,401 1,732 1,129 1,057 324

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CapitalCommitments

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(All figures in RM’million) 2012Capital Commitment at 1-1-2012 508Project Revision 106

614Amount Spent (147)Balance to be Spent 467

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CAPITAL COMMITMENT RM467 mil

Grains Trading, Flour & Feed MillingRM342 mil

OthersRM8 mil

Film Exhibition & DistributionRM106 mil

Property Investment & DevelopmentRM11 mil

Capital Commitments by Segments

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DividendRecord

Dividend Record

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Dividend Net NetPayout Ratio

Per Share Dividend Dividend Gross Net Paid/payable Yield Group Company

Year (sen) (sen) (RM Million) (%) (%) (%)

2012Interim 7 7 82.985 0.4 28.9 84.1

2011 23 23 272.665 1.3 27.8 28.4

2010* 88 88 1,043.240 5.1 100.1 294.1

2009* 73 73 865.415 4.6 53.6 14.82008** 85 68.88 816.572 7.4 63.5 116.0

* Include Special Dividends of 65 sen per share in year 2010; 50 sen per share in year 2009 and 62 sen per share in year 2008.

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SharePerformance

2011 2012

Share Performance

Jan - June 12 PPB FBM KLCIClosing Price (High) RM17.72 1,606.63Closing Price (Low) RM15.34 1,504.22Closing (29.06.12) RM15.98 1,599.15Average Daily Volume 384,858 132,466,451

FBM KLCI (30.08.12) 1,646.11

Closing Price 30-12-2011 29-6-2012 30-8-2012 30-8-2012 vs 30-12-2011

PPB RM17.16 RM15.98 RM13.90 19

Wilmar SGD5.00 SGD3.61 SGD3.13 37

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Prospectsfor

2012

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Prospects for 2012

The high world grains prices caused by adverse weather conditions in the grains producing countries and uncertain market environment will continue to present challenges to the Group’s businesses for the remaining quarter in 2012.

Management is mindful of such uncertainties and will continue to implement appropriate measures to manage these challenges to alleviate the impact on the Group’s businesses.

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Prospects for 2012

Whilst some of the business divisions are expected to perform satisfactorily, the Group’s overall financial results for 2012 will largely hinge on Wilmar’s business prospects and performance for the second half of 2012.

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Questions&

Answers