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Midwest Ideas Conference – South Jersey Industries Inc.

South Jersey Industries Inc. · Aug 27, 2015 · 24 slides

Investor presentation from the Shale Experts oil & gas presentation and slide database. Every page is imaged and its text indexed for search across operators, plays, basins and time.

Slides

  1. Midwest Ideas Conference – South Jersey Industries Inc. – slide 1
    MIDWEST IDEAS CONFERENCE South Jersey Industries August 27, 2015
  2. Midwest Ideas Conference – South Jersey Industries Inc. – slide 2
    OVERVIEW 3
  3. Midwest Ideas Conference – South Jersey Industries Inc. – slide 3
    Organization of Business South Jersey Industries Regulated Nonutility South Jersey South Jersey Gas SJI Midstream Energy Solutions Regulated Regulated Natural Gas SJ Energy SJ Energy Pipeline Utility Services Group Company…
  4. Midwest Ideas Conference – South Jersey Industries Inc. – slide 4
    Selected Financial Data 2010 2011 2012 2013 2014 Operating Results Economic Earnings 80,983 86,983 93,313 97,094 103,979 Economic EPS Continuing Operations 2.70 2.89 3.03 3.03 3.13 Share Data Dividend Payout 50.4% 51.9% 54.5%…
  5. Midwest Ideas Conference – South Jersey Industries Inc. – slide 5
    YTD 2015 Performance as of 6/30/15 Economic Earnings ( in millions) Economic EPS 90 1.20 1.16 80 76.2 1.10 71.9 1.05 70 1.00 60.8 60 0.90 0.89 50 0.80 40 0.70 2014 2015 2015* 2014 2015 2015* *Excluding the Revelrelated…
  6. Midwest Ideas Conference – South Jersey Industries Inc. – slide 6
    LOOKING AHEAD 7
  7. Midwest Ideas Conference – South Jersey Industries Inc. – slide 7
    South Jersey Industries Strategic Focus Grow Economic Earnings Improve Quality of Earnings Strengthen Balance Sheet Maintain Low to Moderate Risk Profile 8
  8. Midwest Ideas Conference – South Jersey Industries Inc. – slide 8
    Near Term Earnings Growth Utility Infrastructure Investments 2015 Economic Utility Energy EPS of Customer Production Growth 1.49 1.54 Transportation Assets/Fuel Management 9
  9. Midwest Ideas Conference – South Jersey Industries Inc. – slide 9
    SOUTH JERSEY GAS 10
  10. Midwest Ideas Conference – South Jersey Industries Inc. – slide 10
    2015 Utility Customer Growth YTD net additions (6/30) 3,000+ 92% YTD from conversion 40% 70% savings versus oil/propane or electric 11
  11. Midwest Ideas Conference – South Jersey Industries Inc. – slide 11
    Utility Infrastructure Investment Rate Case AIRP SHARP BL England Liquefaction CNG 12
  12. Midwest Ideas Conference – South Jersey Industries Inc. – slide 12
    Utility Infrastructure Investment 2016 Utility Projected Infrastructure Investment = 240 Million Regular CapEx AIRP SHARP CNG Liquifier BL England 13
  13. Midwest Ideas Conference – South Jersey Industries Inc. – slide 13
    Utility Growth Summary Aggregate Investment Incremental Benefit ( in millions) 2016 2020 AIRP 9.0 SHARP 9.0 Customer Growth 11.8 CNG/EET 4.8 BL England 3.4 Future Rate Case 15.0 Projected Offsets (includes estimates for (23.0)…
  14. Midwest Ideas Conference – South Jersey Industries Inc. – slide 14
    SJI MIDSTREAM 15
  15. Midwest Ideas Conference – South Jersey Industries Inc. – slide 15
    PennEast Pipeline Project 200 million investment, with FERC level return projected 20% equity owner in 1 billion, 1 BCF, 105-mile interstate pipeline from Marcellus region of PA into NJ Late 2017 targeted in-service date Pull…
  16. Midwest Ideas Conference – South Jersey Industries Inc. – slide 16
    PennEast Pipeline 17
  17. Midwest Ideas Conference – South Jersey Industries Inc. – slide 17
    SJ ENERGY SOLUTIONS 18
  18. Midwest Ideas Conference – South Jersey Industries Inc. – slide 18
    Energy Production Assets CHP Operating assets continue to perform well SOLAR Selective project development Capitalize on lower development costs and improving SREC values LANDFILLS Addressing challenges at most problematic sites…
  19. Midwest Ideas Conference – South Jersey Industries Inc. – slide 19
    Fuel Supply Management Facility Operational DTs per day Value Date contracted NextEra 750 mw, simple 2004 Evergreen, 80K cycle, PA based Dts per day LS Power 738 mw, combined 2014 15year, 36K DTs cycle, NJ based per day Economic…
  20. Midwest Ideas Conference – South Jersey Industries Inc. – slide 20
    Non-Utility Growth Summary % Composition of Total SJI Economic Business Line Earnings (EE) in 2020 Wholesale & Retail Commodity 11% 14% Fuel Management 6% 9% Energy Production 2% 4% Other (HVAC, Meter Reading, SJEX) 1% 2% %…
  21. Midwest Ideas Conference – South Jersey Industries Inc. – slide 21
    STRATEGIC PRIORITIES 22
  22. Midwest Ideas Conference – South Jersey Industries Inc. – slide 22
    Strategic Priorities Grow Economic Improve Quality of Earnings Earnings 150 Million Economic Earnings by 2020 Strengthen Balance Maintain Low to Sheet Moderate Risk Profile 23
  23. Midwest Ideas Conference – South Jersey Industries Inc. – slide 23
    Executing on Strategic Priorities Grow earnings from operations Target 70%-80% earnings contribution from utility and midstream Achieve 50% equity-to-cap ratio with very minimal dilution Commitment to core, proven non-utility…
  24. Midwest Ideas Conference – South Jersey Industries Inc. – slide 24
    Contribution to Economic Earnings Business Unit 2015 2020 Projected Utility 6570% 64% 70% Midstream 8% 12% Energy Services 1820% 2% 5% Energy Group 1215% 17% 22% 25

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