Ipd Group Ltd · ASX:IPG
Ipd — Shareholder Meeting (November 2022)
16 slides from Ipd's shareholder meeting presentation, Nov 28, 2022
Slide 1: CEO Presentation - AGM 2022
For personal use only Leading national distributor and service provider to the Australian electrical market AGM 2022 | 28 NOVEMBER 2022 CEO Presentation Michael Sainsbury IPD GROUP AGM 2022 1 PRESENTATION
Slide 2: Important notice & disclaimer
Important notice & disclaimer For personal use only NO RELIANCE The information contained in this document is not investment or financial product advice and is not intended to be relied upon as the basis for an investment decision, and is not, and should not be assumed to be, complete. The informati
Slide 3: We power, automate and connect infrastructure to build a better world
We power, automate and For personal use only connect infrastructure to build a better world As more countries take action to reduce carbon emissions, demand continues to grow for the products and services essential to deliver responsible economic development. IPD Group is a vertically integrated pro
Slide 4: Vision, mission and values
VISION| To build the best team, provide an outstanding For personal use only end-to-end customer experience and implement solutions to the challenges faced by the industries we serve. MISSION| Through early adoption of technology, provide products, solutions and services of superior quality and valu
Slide 5: FY22 Overview
FY22 Overview For personal use only Extension of distribution HTC and Gemtek Successful listing on Positive outlook for agreement with ABB acquisition complete ASX (December 2021) continued growth • Successful transition • Integration into IPD offices raising $20m of new • Continued buoyant of addit
Slide 6: FY22 Overview: Financial performance
FY22 Overview For personal use only Financial perfomance Strong organic and inorganic growth for the Group $180.5m $22.1m $18.5m $12.6m 3.7cents Pro forma revenue Pro forma EBITDA Pro forma EBIT Pro forma NPAT Dividend1 32.1% greater than prospectus forecast Up 26.6% (PCP $142.6m) Up 38.1% (PCP $16.
Slide 7: FY22 Overview: Statutory revenue and EBITDA
FY22 Overview For personal use only Statutory revenue Statutory EBITDA & EBITDA margin • Statutory revenue of $176.8 • Statutory EBITDA of $20.2 million, up 49.7% on pcp million up 48.5% on pcp, 20.2 representing a statutory • Statutory revenue CAGR of EBITDA margin of 11.4% 32.6%, representing both
Slide 8: IPD are exposed to a number of high growth areas
IPD are exposed to a number of high growth areas For personal use only Electric Renewable Industrial Data Modular vehicles energy communication centres switchboard Public and private sector Increased focus on systems Rising demand for systems commitments to transition compliance measures High profil
Slide 9: Changing electrical landscape
Changing electrical landscape For personal use only Australia is undergoing a distributed energy revolution1 Expected energy transition to 20502 Storage Grid-scale Industry drivers capacity to wind and solar increase by a to increase Economic: factor of 30 9-fold • Inflation and soaring electricity
Slide 10: EV charging infrastructure market
EV charging infrastructure market For personal use only Electric vehicle chargers uptake and investment A once-in-a-generation opportunity • There are some estimates that suggest Australia will have 3 million EVs on the road by 2030 • Significant long-term investment will be needed to support Austra
Slide 11: EV charging infrastructure market: chargers and associated infrastructure
EV charging infrastructure market For personal use only Electric vehicle chargers and associated infrastructure Integrated Charging Solutions Energy demand levels are changing Medium Voltage Battery Energy Energy Management Distribution Storage Systems & Power Quality • On-site commercial charging f
Slide 12: Strategic priorities
Strategic priorities For personal use only Become a significant EV hardware distribution agreement with ABB end-to-end solution Design and project delivery skills – Gemtek provider to the EV charger market Appointment of an experienced leader to the EV business Unit – David Sullivan Increase the sca
Slide 13: Strategic priorities
Strategic priorities For personal use only Acquisitions The Group has a proven track record of successful acquisitions IPD continues to assess potential complementary acquisitions that add to its customer offering Potential targets have been identified and preliminary discussions are taking place St
Slide 14: External factors
External factors For personal use only Buoyant Market Regulatory Environment Electrification of the Economy • Infrastructure • Decarbonisation • Renewables • Mining • Mandatory emission reduction • Energy management • Data centres • Incentive schemes • EV Chargers Global Supply Chain COVID-19 Sri La
Slide 15: Trading update & outlook
Trading update & outlook For personal use only Earnings guidance Guidance is based on unaudited management accounts for the first four months H1 FY22 H2 FY22 H1 FY23 guidance of FY23 and management budget for November and December pro forma1 statutory range2 $m • Record performance in FY22 Revenue 8
Slide 16: Thank you for joining us
For personal use only Thank you for joining us. IPD GROUP AGM 2022 16 PRESENTATION