Slide 1: Ap
Ap
Slide 2: Monadelphous Profile
Monadelphous Profile Remove red background? * Employees and total workforce as at 30 June 2025. 2
Slide 3: 2025 Group Performance and Highlights
2025 Group Performance and Highlights REVENUE FROM CONTRACTS WITH CUSTOMERS 1 Revenue by end customer Revenue by division ($m) $2.27 BILLION 11.6% Energy 33% 925.3 Engineering 712.7 NET PROFIT AFTER TAX Iron ore 26% Construction Other minerals 18% $83.7 MILLION Energy transition Maintenance 34.6% me
Slide 4: Contracts Secured
Contracts Secured NEW CONTRACTS AND EXTENSIONS BILLION $2.5 Refer to Appendices for contract details. 4
Slide 5: Sustainability
Sustainability PEOPLE 10,000 8,000 6,000 4,000 2,000 0 HY23 FY23 HY24 FY24 HY25 FY25 Corporate Maintenance & Industrial Services Engineering Construction Employees Employees Employees Subcontractors Subcontractors Subcontractors • Record total workforce numbers, increase of 23 per cent • Strong part
Slide 6: Sustainability
10 Sustainability 8 SAFETY AND WELLBEING 6 4 4.42 TRIFR 0.85 2 HPIFR 0.12 0 LTIFR FY23 HY24 FY24 HY25 FY25 • Targeted campaigns focused on improving safety performance • Unwavering commitment to “The Safe Way is the Only Way” • Technology enabled systems deployed to mitigate equipment related risks
Slide 7: Sustainability
Sustainability DIVERSITY AND INCLUSION, COMMUNITY & ENVIRONMENT ABORIGINAL AND TORRES STRAIT ISLANDER INDIGENOUS BUSINESS SPEND WORKFORCE PARTICIPATION MILLION 17% above target 3.5% up 35% $27 • Above target Aboriginal and Torres Strait Islander workforce participation • Significant increase in Indi
Slide 8: 2025 Divisional Highlights
2025 Divisional Highlights ENGINEERING CONSTRUCTION Revenue by end customer Revenue ($m) Iron ore 31% Energy transition metals 30% Other minerals 13% 712.7 925.3 Energy 12% Renewable energy 11% Infrastructure 3% FY24 FY25 • Revenue up 30 per cent • Awarded $1 billion of new construction contracts •
Slide 9: 2025 Divisional Highlights
2025 Divisional Highlights MAINTENANCE & INDUSTRIAL SERVICES Revenue by end customer Revenue ($m) Energy 48% Iron ore 22% Other minerals 21% 1,346.4 1,323.5 Infrastructure 5% Energy transition metals 4% FY24 FY25 • Strong demand for maintenance services • Secured approximately $1.5 billion of new co
Slide 10: Financial Snapshot
Financial Snapshot PERIOD ENDED 30 JUNE FY25 FY24 CHANGE Revenue from contracts with customers1 $M 2,265.9 2,029.8 11.6% Engineering Construction1 $M 925.3 712.7 29.8% Maintenance & Industrial Services $M 1,346.4 1,323.5 1.7% Internal Eliminations $M (5.8) (6.4) EBITDA2 $M 158.2 127.4 24.2% EBITDA m
Slide 11: Industry Outlook – Australia
Industry Outlook – Australia Resources Capex A$b 20 Energy (O&G) Capex A$b 40 18 35 16 30 Energy 14 25 transition 12 metals 20 10 Iron ore 15 8 6 10 Other minerals 4 5 2 0 0 2022 2023 2024 2025f 2026f 2027f 2028f 2029f 2022 2023 2024 2025f 2026f 2027f 2028f 2029f Source: Oxford Economics, ABS (May 2
Slide 12: Australia’s Energy Transition
Australia’s Energy Transition Monadelphous is well positioned for opportunities driven by the energy transition 12
Slide 13: Outlook
Outlook • Robust longer-term forecast across resources and energy • Production rates expected to support continued investment in iron ore • Demand for energy transition metals projected to increase requiring substantial capital investment • Energy sector providing construction opportunities and stro
Slide 14: APPENDICES
APPENDICES 14
Slide 15: Contracts Secured - Detail
Contracts Secured - Detail ENGINEERING CONSTRUCTION Market Sector 1 BHP – Dewatering of surplus water from Orebody 32 Iron Ore 2 BHP – Multidisciplinary construction services associated with surface materials handling system, winder building and hoist at Prominent Hill Expansion Project Copper 3 CS
Slide 16: Engineering Construction
Engineering Construction MAJOR PROJECTS 2025 Market Sector Location Albemarle1 – Kemerton Expansion Project – Construction works for front-end pyromet, utilities and reagents work scopes Lithium Kemerton, WA associated with new lithium processing trains 3 and 4 Bechtel – Woodside’s Pluto Train 2 Pro
Slide 17: Maintenance & Industrial Services
Maintenance & Industrial Services MAJOR CONTRACTS 2025 Market Sector Location Albemarle1 – Maintenance services and sustaining capital projects Lithium Kemerton, WA BHP – Mt Arthur Coal – Shutdown maintenance and minor projects Coal Hunter Valley, NSW BHP – Olympic Dam – Maintenance and shutdowns Co
Slide 18: Notes to Financials
Notes to Financials Non-IFRS Financial Reconciliation of total revenue from contracts with FY25 FY24 Information customers including joint ventures to statutory revenue $M $M Monadelphous Group from contracts with customers (unaudited) Limited results are reported Total revenue from contracts with c
Slide 19: Disclaimer & Important Notice
Disclaimer & Important Notice Information, including forecast financial information, in this presentation, should not be considered as a recommendation in relation to holding, purchasing or selling shares, securities or other instruments in Monadelphous Group Limited or any other company. Due care a