david brown - geneese & wyoming usa - international keynote: topic to be confirmed

1 Genesee & Wyoming Inc.

Genesee & Wyoming David Brown, Chief Operating Officer

June 22, 2015


Overview

• NYSE: Listed as GWR with ~$5 billion market capitalization

• Railroads: 120 worldwide with ~26,000 km of track

• People: 7,700 worldwide

• Equipment: >1,300 locomotives

• Annual Carloads: ~2.0 million


G&W Has Acquired 102 Railroads in the Last 15 Years


Our Core Purpose

To be the

safest and

most respected

rail service

provider

in the world.


Industry-Leading Safety Performance 2015 Injury-Frequency Rate per 200,000 man-hours; G&W through March; others through January

3.37

1.98

1.65

1.19 0.98 0.91

0.82 0.64

0.40

FRAGroup 2

FRAGroup 3

KCS NS Class IAvg

CSX BNSF UP G&W


$3 78 104

147 176 207 174 210 245 271 350

451 516

602 545

630

829 875

1,569 1,639

$2,200

0

500

1,000

1,500

2,000

Consistent Long-Term Growth

≈

Initial

Public

Offering

*Pro forma 9 months of Freightliner

Global

Financial

Crisis

RailAmerica Acquisition

Freightliner Acquisition ($ millions)


Genesee & Wyoming Inc. 2015

Australia North America

U.K./Europe


Three Reporting Segments:

North American Operations

G&W Railroads

Port Operations

Switching Contracts



U.K./European Operations


Setting the Stage

for Freightliner

G&W Entry to Europe: Rotterdam Rail Feeding (2008)

• Natural extension of our North American port and shunting focus

• Operate to/from German border; expanded into Belgium/Antwerp in 2011

• 23 locomotives (18 owned)


Freightliner U.K. Intermodal Operations

• Largest rail participant in the UK intermodal market

• Most traffic runs from ports of Felixstowe, Southampton, London Gateway and Tilbury to the Midlands/Northeast/Northwest

• Strong intermodal franchise:

– Excellent service quality (98% on time)

– Terminals at ports and key inland cities

– High-quality product due to wide network, dock-to-door service and scale of train operations (e.g., 100 trains and 3,000 containers per day)

Key Container Origination

and Destination Points


• Key Commodities Hauled

– Aggregates and Cement

– Coal

– Equipment and materials to maintain passenger and freight rail network for Network Rail (U.K. track owner)

– Waste & Other

Freightliner U.K. Bulk Operations


Freightliner Continental Europe

Poland

–Based in Warsaw, Freightliner has less than 3% of the Polish rail market (2nd largest rail market in Europe)

– The business is diversified with more than 70 customers, primarily aggregates and coal

–Operations also extend into Eastern and Northern Germany


Freightliner Continental Europe

ERS (Intermodal)

–Originally set up as in-house rail operator by Maersk in 1994, connecting seaports of Rotterdam, Hamburg and Bremerhaven with cities in Germany, Italy, Poland and beyond

–Based in Rotterdam and acquired in 2013, with restructuring underway



Australian Operations: G&W + Freightliner

NSW Ag

Products

Hunter

Valley

Coal

Cotton

Growing

Regions


Genesee & Wyoming Australia (GWA)

• 3,500+ km of owned/leased track (2,200 km Tarcoola to Darwin)

• 490 employees

• ~100 locomotives and ~900 wagons

• 35+ daily train starts across South Australia, the Northern Territory and Victoria

Gypsum

Intermodal

Manganese

Copper

Iron Ore

Grain


G&W Priorities for 2015

1. Safety: Build on strong improvement last year

to reach 0.45 and reduce track caused derailments

2. Commercial Growth: Weakness in iron ore, steam

coal, steel and shale-energy traffic requires strong

offset from commercial pipeline

3. Australian Efficiency: Operate restructured

operations as efficiently as possible during business

contraction

4. Integrate Freightliner in U.K.

5. Potential Acquisition and Investment

Opportunities

david brown - geneese & wyoming usa - international keynote: topic to be confirmed

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