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2. Favourable industry outlook1. OverviewNot for distribution or release in the United States or to U.S. persons823 September 2009Proximity to growing Asian demandAsia expected to account for 51% of global economic growth and 57% ofpopulation growth over the next 5 yearsDistribution of Economic Growth over next 5 yearsDistribution of Population Growth over next 5 years23%16%51%7%0%57%3%30%5%6%Australia is a key player in the global trade of soft commodities, with themajority of production exported in an average yearSource: International Monetary Fund Database; US Census Bureau International DatabaseNot for distribution or release in the United States or to U.S. persons923 September 200929
Annexure II – Investor Presentation (continued)Increasing domestic grain productionAustralian crop production continues to increase while world stocks trenddownwards• Solid domestic production volumes• Growth in global consumption outpacing production• Key drivers of demand/supply imbalance– Human and animal food demand– Ethanol productionCommodity prices impacted by changing supply and demand‘000 tonnes50,000Australian crop productionWorld wheat, coarse grains & rice end stocks‘000 tonnes60045,00040,00035,00030,00025,00055050045020,00015,00040010,0005,00035001994-951995-961996-971997-981998-991999-002000-012001-022002-032003-042004-052005-062006-072007-082008-093001994/951995/961996/971997/981998/991999/002000/012001/022002/032003/042004/052005/062006/072007/082008/09Source: ABARE Australian Crop Report, September 2009Source: US Department of AgricultureNot for distribution or release in the United States or to U.S. persons1023 September 2009Favourable 2009/10 season expected• AWB poised to benefit from favourableforecast 2009/10 season– Latest ABARE forecast for 22.7Mtwheat crop in 2009/10, above 5-yearaverage of 19Mt¹– GrainFlow and MPT to benefit fromexpected increase in Victorian andSouth Australian productionHistorical and forecastAustralian wheat production5-year average production¹ = 19.5Mt26.125.221.921.422.7– Landmark to benefit from solid wintercrop activity and continued rising farmcash incomes 2• Positive early progress for 2009/10 pool– Increased volumes in WA and SAbenefiting AWB pool tonnes10.813.6Source: ABARE Australian Crop Report, September 20092003-042004-052005-062006-072007-082008-092009-10F1. 5-year average production level represents mean production from 2003-04 to 2007-08, and does not include ABARE estimate for 2009.2. Source: ABARE “Australian grains 09.1”.Not for distribution or release in the United States or to U.S. persons1123 September 200930
Page 1 and 2: ABN 99 081 890 459To:The ManagerCom
Page 3 and 4: Important informationRETAIL INFORMA
Page 5 and 6: Letter from the Chairman2 October 2
Page 7 and 8: What should you do?1. Read this Ret
Page 9 and 10: Section 1 - Overview of the Equity
Page 11 and 12: Section 2 - How to Apply - Eligible
Page 13 and 14: Section 3 - TaxationSet out below a
Page 15 and 16: Section 4 - Important Information f
Page 17 and 18: GlossaryTerm16Definition$ or A$ or
Page 19 and 20: Annexure I - ASX Equity Raising Ann
Page 25 and 26: Annexure II - Investor Presentation
Page 29: Annexure II - Investor Presentation
Page 59 and 60: Shareholder Information Line on 130
Page 61 and 62: Corporate DirectoryAWB LimitedABN 9
Page 63 and 64: How to complete the Entitlement and
Page 65: Shareholders who are eligible to pa

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