Sks Technologies Group Limited · ASX:SKS
Sks Technologies — Morgans Emerging Leaders Conference (May 2026)
20 slides from Sks Technologies's conference presentation, May 12, 2026
Slide 1: Investor update - Morgans Emerging Leaders Conference
For personal use only Investor update Morgans Emerging Leaders Conference ASX:SKS 12 MAY2026 An SKS Technologies project – MEL01 hyperscale data centre
Slide 2: Acknowledgement of country and disclaimer
Acknowledgement of country We acknowledge the traditional custodians of the land on which we are gathered on and pay our respects to their For personal use only elders past, present and emerging. Disclaimer The material contained in this document is a presentation of general information about SKS Te
Slide 3: Dynamic and targeted strategy is the foundation of success
Dynamic and targeted strategy is the foundation of success Built data centre work to comprise 22.8% of Built sophisticated training and recruitment Acquired Delta Elcom, a NSW-based specialist FY24 sales revenue and 65% of work on hand, FY25 systems and processes 1H26 in data centre and electrical s
Slide 4: Sustained successful performance drives shareholder equity
Sustained successful performance drives shareholder equity Sales revenue ($M) EBITDA ($M) PBT ($M) NPAT ($M) EPS (cents) For personal use only 340.00 20.79 23.47 14.03 2H 2H 2H 2H 2H 12.49 208.25 12.41 1H 13.67 1H 1H 8.25 1H 1H 261.66 (f) 7.33 145.71 71.6% CAGR 89.5% CAGR 118.2% CAGR 66.8% CAGR 64.2
Slide 5: Continued focus on traditional sectors creates resilience
Continued focus on traditional sectors creates resilience FY23 sales revenue FY24 sales revenue FY25 sales revenue 1H26 sales revenue For personal use only Traditional SKS revenue Data centre revenue $83M $31M Data centre revenue 26.5% Data centre revenue $140.7M $66.5M $105M In 1H26, despite SKS Te
Slide 6: Data centre sector forecasts vary, but all show extraordinary growth
Data centre sector forecasts vary, but all show extraordinary growth Hyperscaler capex Estimated global spend Planned growth in Short-term planned data centre Oct 25 to Sept 26 by region Oct 25 to Sept 26 (%) Australia (MW) projects in Australia For personal use only Sydney, US$200B North America 45
Slide 7: Growth and track record in data centre delivery
Growth and track record in data centre delivery Pipeline $117.6M Pipeline $358.5M For personal use only Largest contract $30M Largest contract $90M Major contracts Major contracts YTD26 announced 2 announced 4 Work on hand $103.7M Work on hand $149.2M Revenue $31.0M Revenue $140.7M MW delivered ~15M
Slide 8: Pipeline growth of ~120% since 1H26 increases WoH in future years
Pipeline growth of ~120% since 1H26 increases WoH in future years Pipeline of open tenders – up ~120% since 1H26 to $1.25 billion Total work on hand - $355 million with $270 million secured for FY27 Since February 2026, the pipeline of opportunities has increased by 119.1% from With the ever-increas
Slide 9: Major data centre projects recently completed
Major projects data centre projects recently completed Project New data centre - MEL01B campus Description: Having completed MEL01A, a purpose-built 36MW For personal use only data facility in Melbourne’s west, MEL01B was the second stage of the development to scale up according to demand, comprisin
Slide 10: Outlook and FY26 Forecast
Outlook and FY26 Forecast FY26 10% PBT margin = $34 million PBT For personal use only Revenue Forecast Unrelenting $340M Enhanced Enhanced market operating operating Strong demand across all demand platform platform Workforce, systems and market sectors, with processes evolving as the significant an
Slide 11: Share price tracks financial performance and major contract wins
Share price tracks financial performance and major contract wins SKS Technologies has always delivered on its forecasts and earnings guidance. Delta Elcom For personal use only $22 data centre contract 1H25 results - all FY25 results announcement acquisition and increased bank facilities metrics up
Slide 12: Appendices
For personal use only Appendices 1. Company snapshot 2. Who we are 3. Market sectors 4. Key financial metrics 5. Historical profit and loss by half year 6. Historical balance sheet by half year 7. Historical cash flows by half year Electrical installation for the new Qantas Lounge including Qantas C
Slide 13: Company snapshot
Company snapshot SKS Share Price (Closing) Chart * For personal use only 8.50 $8.35 11/05/2026 7.50 6.50 5.50 4.50 3.50 2.50 1.50 May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Directors and Executives Market Information * Share Register Composition * Peter Jinks Executive Chairman Shares on Is
Slide 14: Who we are
Who we are For personal use only 9 1,100+ $961.78M Locations nationally Staff nationally Market capitalisation at 11 May 26 $261.6M $340M $355M FY25 sales revenue FY26 revenue forecast Order book at May 26 Audio Visual Communications Electrical Solutions Video conferencing/collaboration spaces D
Slide 15: Market Sectors
Market Sectors Data centres Retail & technology For personal use only Sports, entertainment Mining & resources & hospitality Banking & finance Airports & airlines Corporate Government Manufacturing Education Healthcare Defence & aged care Rail, transport, Utilities & smart buildings logistics & ware
Slide 16: Key financial metrics
Key financial metrics 1H25 – 1H26 1H26 1H25 1H24 FY25 FY24 FY23 Earnings per share (EPS) 49.6% 7.72 cents 5.16 cents 1.66 cents 12.49 cents 6.04 cents 0.58 cents Dividend per share 250% 3.5 cents 1.0 cents - 6.0 cents 1.0 cents 0.2 cents For personal use only Return on Equity (ROE) (5.1%) 31.5% 33.2
Slide 17: Historical profit & loss by half year
Historical profit & loss by half year A$000s ∆ 25 -26 1H26 1H25 1H24 1H23 1H22 Revenue & other Sales 13.6% 131,754.3 115,940.2 53,659.8 43,834.3 28,165.6 income For personal use only Other income 109.8% 1,165.3 555.5 25.9 592.6 1,823.1 Total Revenue & other income 14.1% 132,919.6 116,495.7 53,685.7
Slide 18: Historical balance sheet by half year
Historical balance sheet by half year A$000s 1H26 1H25 1H24 1H23 1H22 A$000s 1H26 1H25 1H24 1H23 1H22 Current Cash & Current Trade & other 51,769.0 19,626.9 897.7 206.7 52.3 66,127.5 45,100.4 19,883.2 16,236.3 10,376.9 assets equivalents liabilities payables For personal use only Trade & other Borro
Slide 19: Historical cash flows by half year
Historical cash flows by half year A$000s 1H26 1H25 1H24 1H23 1H22 A$000s 1H26 1H25 1H24 1H23 1H22 Cash flows Receipts from Cash flows from (Payments to) / 164,315.7 146,642.8 59,341.5 48,037.8 31,786.7 from customers financing proceeds from issue of (20.0) (18.7) (1.0) (1.4) - operations For person
Slide 20: Further Information
For personal use only Further Information Investor Inquiries Matthew Jinks, CEO Gary Beaton, CFO (03) 9289 5000 investors@sks.com.au Specialised electrical and communications infrastructure works for RAAF base Tindal, NT 20
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