Mader Group Ltd · ASX:MAD
Mader — ASX Small to Mid-Cap Conference 2021
15 slides from Mader's conference presentation, Mar 16, 2021
Slide 1: ASX Small to Mid-Cap Conference
r personal use only ls) FOr fod MADER ASX Small to Mid-Cap Conference MADER GROUP LIMITED | 16 MARCH 2021
Slide 2: Presenters: Justin Nuich and Paul Hegarty
JUSTIN NUICH | EXECUTIVE DIRECTOR & CEO For personal use only PAUL HEGARTY | CFO
Slide 3: Skilled tradespeople
For personal use only Skilled tradespeople
Slide 4: Award Recognition
AWARD RECOGNITION For personal use only ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ From TRIFR 1H FY2020 LTIFR From 1H FY2020
Slide 5: Robust Financials
. 9 Stabl Robust Financials Net Debt Mader continues to deliver solid financial performance with year on year growth, low net debt and a long term strategy Net leverage to unlock growth in highly attractive addressable markets ~0.6x Jun-19 Jun-20 Strong operating To Shareholders With available capit
Slide 6: Longstanding relationships with top tier mining customers
For personal use only Longstanding relationships with top tier mining customers are built on quality of service and a focus by the Mader Group on its people, culture and reputation. ▪ Lower cost ▪ Lower cost ▪ Cheaper than OEMs ▪ Higher cost ▪ Limited in-house employees ▪ No in-house employees ▪ In-
Slide 7: History of strong, organic growth
For personal use only A history of strong, organic growth through a combination of ongoing growth in existing business divisions and expansion into new areas or services • • • • • • • • • • • • 80 • 70 60 50 40 30 20 10 0 2015 Q1 2016 Q1 2017 Q1 2018 Q1 2019 Q1 2020 Q1 2021 Q1
Slide 8: For personal use only
For personal use only Million Million Million Million
Slide 9: For personal use only
For personal use only ▪ ▪ ROM ROM ROM ROM ROM ROM ROM ROM ROM
Slide 10: Regional trading update
▪ Q1 FY2021 revenue in Australia was up 5% vs PCP ▪ Labour mobility expected to improve as state border restrictions ease For personal use only ▪ Targeting a return to pre-COVID-19 margin levels in 2H2021 ▪ High levels of customer demand with estimated missed For 1H opportunities FY2021 ▪ From 1H FY
Slide 11: Investment Case
Investment Case MarketCap Shares _ Share Price $182m 200m $0.91 At market close on issue At market close 12 March 2021 12 March 2021 l TRACK RECORD PROVEN RELATIVELY ORGANIC & OF DELIVERY & DISRUPTIVE LOW CAPITAL SUSTAINABLE SUCCESSFUL BUSINESS MODEL | INTENSITY GROWTH PROSPECTS ROLL OUTS LARGE POSI
Slide 12: Appendices
For personal use only Appendices MADER GROUP LIMITED
Slide 13: Notes to financials
Notes to financials ‘000 1H FY2020 1H FY2021 Statutory net profit after tax 8,061 8,710 One-off offer costs" 856 - Impact of income tax (256) - Adjusted net profit after tax 8,661 8,710 Adjusted net profit margin 65% 6.2% Mader Group Limited results are reported under International Financial Reporti
Slide 14: Glossary
Glossary 1H FY2021 1H FY2020 PCP EBITDA EBIT NPAT Net Profit* Net Leverage CAGR The period 1 July 2020 to 31 December 2020 The period 1 July 2019 to 31 December 2019 The Prior Corresponding Period, being 1H FY2020 Earnings before interest, tax, depreciation and amortisation Earnings before interest
Slide 15: Disclaimer
Disclaimer This presentation has been prepared by Mader Group Limited (ACN 159 340 397) "Mader’, “Mader Group” and the Company’). The information contained in this presentation is for information purposes only, The information contained in this presentation is not investment or financial product adv