Slide 1: FY26 Full Year Results
RESOURCES INFRASTRUCTURE INFRASTRUCTURE RENEWABLES RENEWABLES RESOURCES INDUSTRIALS FY26 Full Year Results 19 August 2026
Slide 2: Presenters and Agenda
FY26 Full Year Results Presenters Agenda Lester Fernandez (Managing Director & Chief 01 FY26 PERFORMANCE Executive Officer) Pieter Le Roux (Chief Financial Officer) 02 STRATEGY & EXECUTION 03 FY27 OUTLOOK 2
Slide 3: Who we are
Who we are ▪ Australia's only ASX-listed integrated project logistics services company, providing complex lifting, engineering, and workforce solutions 17 DEPOTS ▪ Boom provides specialist equipment, with a crane fleet ranging from 20 – 800 tonnes and travel towers, to a diversified range of industr
Slide 4: FY26 highlights
FY26 highlights ▪ Revenue growth supported by Revenue EBITDA NPAT continued strength across resources $271m $51.8m (Statutory) $11m (Statutory) and infrastructure $53.3m (underlying) $12.8m (underlying) ▪ Improved margins through cost discipline, utilisation and pricing +2.4% +6.6% vs +37.6% vs vs F
Slide 5: Improving returns through performance
Improving returns through performance Revenue ($m) EBITDA ($m) 290 FY24: $259m FY25: $265m FY26: $271m FY24: $46m FY25: $50m FY26: $52m 270 Boom is delivering improving returns 250 through disciplined operational and capital 230 management 210 190 170 ▪ Revenue growth supported by activity across 15
Slide 6: Segment performance
Segment performance I Resources • Our core sector and the anchor of the business Revenue by Sector • Strong FY26 growth supported by existing operational and maintenance contracts, FY26 in comparison to FY25 including BHP Olympic Dam • Continued focus on long-term contracted work and recurring reven
Slide 7: Profit & Loss
Profit & Loss 30-Jun-26 30-Jun-25 Change Change Statutory Profit and Loss $’m $’m $’m % Revenue 271.0 264.6 6.4 2% Operating costs (219.3) (214.6) (4.7) 2% EBITDA 51.8 50.0 1.8 4% Depreciation and amortisation (33.2) (33.3) 0.1 EBIT 18.6 16.7 1.9 11% Profit / (loss) on sale of assets (0.3) 0.3 (0.6)
Slide 8: Cash Flow
Cash Flow Cash Flow Generation Cash flow and capital allocation ▪ Strong cash flow from lower capex and higher cash conversion, Shareholder returns adding to capital management flexibility to invest in fleet regeneration and deliver shareholder returns • Shareholder returns target 40 - 60% prior yea
Slide 9: Net Debt
Net Debt Net Debt Position Repayment profile of existing debt ▪ Strong cash position and available facilities provide funding flexibility ▪ Operating Leases (ROU Assets) with typical terms of between 3-5 years ▪ Tier 1 credit deployed, compliant with all financial covenants ▪ Gearing target range of
Slide 10: Asset management
Asset management Asset pool in healthy shape at 5.9 years ▪ FY26 Net capex $16.7m (Gross capex $21.3m, asset disposals $4.6m) ▪ FY26 fleet investment supported ongoing asset regeneration and fleet rejuvenation ▪ Labour efficiency and asset utilisation rates stable at ~86% Boom’s fleet is fit for pur
Slide 11: Driving Sustainable Returns
Driving Sustainable Returns Return on Net Assets (RoNA) is a key measure of our capital discipline • Targeting sustainable double digital returns through: • Improving asset utilisation • Strengthening margin discipline • Redeploying assets to higher-return markets • Rationalising underperforming ass
Slide 12: Strategy & Execution
1 cha) ae Se STRATEGY & EXECUTI +
Slide 13: Strategic Direction
Strategic Direction Long-term contracted work The anchor of the business A disciplined strategy that drives Provides earnings visibility, stable utilisation and recurring revenue quality earnings and sustainable returns People & safety Revenue quality Margin discipline Asset utilisation A specialist
Slide 14: Where we play
Where we play Working with key customers on major projects across all key segments Resources Renewables Infrastructure Industrial BMA Hay Point Murra Warra Wind Farm Hume Link West BlueScope Shutdown works Wind construction Transmission infrastructure Port Kembla, NSW 130t & 80t All Terrains + 25t 2
Slide 15: FY27 Outlook
FY27 OUTLOOK 15
Slide 16: Safety, people and ESG
Safety, people and ESG Safety • Safety remains non-negotiable across all Boom operations • Continued strengthening of frontline discipline through the National Safety Improvement Plan • New safety management technology and live lift monitoring supporting safer, more predictable operations • FY26 TRI
Slide 17: FY27 Outlook
FY27 Outlook • Solid foundation entering FY27 • Long-term contracted work supported by BHP Olympic Dam and other contract renewals • Continued strength across Resources and Infrastructure • • Growing opportunity pipeline across Transmission and selective Renewables Continued focus on margin, asset u
Slide 18: Why invest in Boom Logistics?
Why invest in Boom Logistics? A strategy focused on EPS growth and sustainable double-digit Return on Net Assets (RoNA) Successfully executing business transformation 01. 02. 03. 04. 05. Improving earnings Disciplined capital National scale and Exposure to long-term Sustainable quality allocation ca
Slide 19: Appendices
Appendices The following appendices are to be read in conjunction with the published statutory financial statements for the relevant period 19
Slide 20: Balance Sheet
Balance Sheet 30-Jun-26 30-Jun-25 Change Change #039;m #039;m #039;m % Cash 24.7 14.3 10.4 73% Trade and Other Receivables 42.1 55.2 (13.1) (24)% Other Assets 2.5 2.6 (0.1) (5)% Property Plant and Equipment 75.6 79.8 (4.2) (5)% Right of Use Asset 120.6 112.1 8.5 8% Deferred Tax Asset 14.0 14.0 0.0 0% Total A
Slide 21: Cash Flow
Cash Flow FY26 FY25 Change Change Free Cash Flow #039;m #039;m #039;m % Cash flow from operating activities, net 52.8 37.1 15.7 42% Capital expenditure, net (1.4) 3.1 (4.5) (145)% Purchase of PP&E (6.0) (6.8) 0.8 (12)% Proceed from sale of PP&E 4.6 9.9 (5.3) (54)% Asset financing and operating leases, net (3
Slide 22: Disclaimer
Disclaimer This presentation may contain certain forward-looking statements with respect to the financial condition, results of operations and business of Boom and certain plans and objectives of the management of Boom. Forward- looking statements can generally be identified by the use of words such
Slide 23: For further information
For further information Corporate Investors Lester Fernandez Adrian Mulcahy Boom Logistics Limited (ASX: BOL) Managing Director & Chief Executive Officer Automic Group +61 438 630 422 Suite 6 Level 3 +61 3 9207 2500 100 Dorcas Street lfernandez@boomlogistics.com.au Adrian.mulcahy@automicgroup.com.au