1. 1 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. Analyst & Press Briefing Unaudited 1H11 Results 26 August 2011

2. Agenda 2 1. Group Financial Highlights 6. Prospects for 2011 5. Share Information 4. Dividend Record 2. Review of Major Operations 3. 5-Year Financial Performance

3. 3 Group Financial Highlights

4. 4 PPB Group Operations Grains Trading, Flour & Feed Milling Marketing, Distribution & Manufacturing of Consumer Products Film Exhibition & Distribution Waste Management & Utilities Property Investment & Development Others

5. 5 Financial Results FOR THE 6 MONTHS ENDED 30 JUNE 1.256 bil 1.085 bil 2011 (RM) 2010 # (RM) Change 15.8% 18.8% 8.0% 1.166 bil 578.1 mil 981.3 mil 628.5 mil PBT Operating Expenses Revenue 10.4% 45.69 sen 50.98 sen EPS 560.4 mil Profit for the Period 608.3 mil 7.9% 4.4% 432.2 mil 452.3 mil Share of Wilmar’s Profit # Financial results of continuing operations.

6. 6 2010 ROE Attributable to Shareholders 4.0 % 10.2% RM11.41 RM11.93 Net Assets Per Share Attributable to Shareholders 121.7 sen 45.69 sen EPS 2011 RM1.447 bil* Profit for the Period 61.3% 4.4% 62.5% * Includes gain on sale of the sugar-related assets of RM838 million. 560.4 mil Financial Ratios FOR THE 6 MONTHS ENDED 30 JUNE 6

7. Segmental Information FOR THE 6 MONTHS ENDED 30 JUNE 2011 7 Grains Trading, Flour & Feed Milling 54.74% Grains Trading, Flour & Feed Milling 54.74% Waste Management & Utilities 5.44% Waste Management & Utilities 5.44% Film Exhibition 10.24% Film Exhibition 10.24% Property 1.37% Property 1.37% Others* 14.35% Total Revenue RM1.256 billion Total Revenue RM1.256 billion *Others :- Chemicals Trading & Manufacturing [5.06%] Livestock Farming [3.75%] Investment Income [1.40%] Packaging [2.27%] Food Processing [0.97%] Shipping [0.40%] Others [0.50%] Consumer Products 13.86% Consumer Products 13.86%

8. Segmental Information FOR THE 6 MONTHS ENDED 30 JUNE 2011 8 Grains Trading, Flour & Feed Milling 48.48% Grains Trading, Flour & Feed Milling 48.48% Film Exhibition 17.00% Film Exhibition 17.00% Property 6.45% Property 6.45% Others* 16.24% Total Segment Profits RM126 million Total Segment Profits RM126 million *Others :- Livestock Farming [3.32%] Investment Income [12.32%] Others [0.6%] Consumer Products 7.09% Consumer Products 7.09% Waste Management & Utilities 4.74% Waste Management & Utilities 4.74%

9. 9 Review Of Major Operations

10. Review of Major Operations 10 GRAINS TRADING, FLOUR AND FEED MILLING The better revenue and operating profit were due to higher sales of flour in Indonesia and Vietnam as well as increased grains trading volume. RM MILLION 27% 4%4%

11. Review of Major Operations 11 CONSUMER PRODUCTS DISTRIBUTION Revenue and operating profit improved due to higher contribution from agency products arising from major promotions for Clorox, Green Spot and Orang Kampong. RM MILLION 24% 4%

12. Review of Major Operations 12 FILM EXHIBITION AND DISTRIBUTION Revenue for 1H11 increased due to the opening of GSC Suria Sabah, GSC Aeon Melaka and an additional screen at GSC IOI. Operating profit decreased due to a weak 1Q11 but stronger titles released in 2011 such as “ Fast 5 ”, “ Kung Fu Panda 2 ” and “ Pirates of the Caribbean ” managed to offset part of the drop in profits in 1Q11. 7% 10%

13. Review of Major Operations 13 ENVIRONMENTAL ENGINEERING, WASTE MANAGEMENT & UTILITIES RM MILLION >100% The higher revenue and operating profit for 1H11 were mainly contributed by the following projects :- Variation Order Works for Putrajaya Sewage Treatment Plant Ngoi-Ngoi Water Treatment Plant in Negeri Sembilan Batu Kitang Water Treatment Plant in Kuching, Sarawak >100%

14. Review of Major Operations 14 PROPERTY INVESTMENT AND DEVELOPMENT Revenue and operating profit for 1H11 reduced substantially as there were lower property sales during the period under review. There was a one-off gain of RM22.3 million from sale of investment property in 2010. RM MILLION 75% 22%

15. 15 5-Year Financial Performance

16. 5-Year PBT of PPB Group 16 RM Million Year * Excludes gain on sale of sugar-related assets.

17. 17 Dividend Record

18. Dividend Record 18 DividendNet Payout Ratio Per ShareDividend GrossNetPaid/payableYieldGroupCompany Year (sen) (RM million)(%) 2011 Interim*1010118.5500.621.914.6 2010 88 1,043.2405.1100.1294.1 2009 73 865.4154.653.614.8 2008 8568.88816.5727.463.5116.0 2007 3022.15262.5882.041.963.7 *The Board declared an interim single tier dividend of 10 sen per share for the financial year ending 31 December 2011 payable on 28 September 2011.

19. 19 Share Information

20. 2010 2011 Jan - June 11PPBFTSE Bursa KLCI Closing Price (High)RM17.961,579.07 Closing Price (Low)RM16.301,484.14 Closing (30.06.11)RM17.221,579.07 PPB (15.08.11) →RM17.06 FTSE Bursa KLCI (15.08.11) → 1,499.74 Share Performance 20

21. 21 Prospects for 2011

22. 22 Prospects for 2011 Animal Feed business is expected to be challenging as a result of overcapacity in the commercial feed sector. Volatile commodity prices, rising fuel costs coupled with fluctuating currency exchange rates are the main challenging factors which would affect PPB Group results for financial year 2011. Intense competition from major flour millers is expected in Vietnam, especially after the global wheat price reduction at the end of 2Q11.

23. 23 Prospects for 2011 Golden Screen Cinemas plans to roll out another 15 digital projection systems to capitalise on the 3D movies released and will continue to open new cinemas in key locations. Consumer Products Distribution division is expected to perform well in 3Q11 due to increased trade activities during the Hari Raya celebration. The Property division is expected to launch its final phase of Masera with 13 units of exclusive bungalows in 4Q11.

24. 24 Prospects for 2011 The outlook for consumer demand in Malaysia and the Asian region remains encouraging and PPB Group is optimistic that the performance for 2011 will be satisfactory. Environmental Engineering, Waste Management and Utilities Division successfully secured 3 projects with a combined contract value of RM120 million namely, the Intake Plant and Pump Station at Bertam, Durian Tunggal, Melaka; the Semangar Water Treatment Plant in Kota Tinggi, Johor and the Project Bekalan Air Luar Bandar, Wilayah Serian, Samarahan, Sarawak

25. ? 25 Questions & Answers Questions & Answers