Austin Engineering Limited · ASX:ANG
Austin Engineering — Euroz Hartleys Industrials & Resources Forum (June 2025)
14 slides from Austin Engineering's conference presentation, Jun 17, 2025
Slide 1: Company Update – Euroz Conference
Company Update – Euroz Conference. For personal use only June 2025
Slide 2: Who we are
Who we are 40+ years Circa 90% For personal use only Engineering and manufacturing mining Recurring revenue stream equipment 22% ~1,446 Return on Equity Employees and contractors worldwide FY24 Austin designs and manufactures customised dump truck bodies, buckets, water tanks, tyre handlers, and oth
Slide 3: Revenue up 18% - Growth strategy continues to deliver
Revenue up 18% - Growth strategy continues to deliver.. 400 370 For personal use only 350 CAGR 22% P.A. 313 300 258 250 A$M REVENUE 198 203 200 150 100 50 0 FY21 FY22 FY23 FY24 FY25 (F) P3 CAGR calculated over 3 years from end FY22 to FY25(F). FY25 data in this chart is based on forecast given on 11
Slide 4: EBIT – Bold strategy has delivered significant earnings benefit
EBIT – Bold strategy has delivered significant earnings benefit.. EBIT $m (continuing, underlying) 45 For personal use only 41 40 37.5 35 EBIT up ~2.7 times since FY21 30 25 23.5 23.1 20 15.4 15 10 5 0 FY21A FY22A FY23A FY24A FY25F P4 FY25 data in this chart is based on forecast given on 11 June 202
Slide 5: Order book - has been growing at 44% CAGR
Order book - has been growing at 44% CAGR and continues to support further growth.. 224 Austin Order Book $m For personal use only 200 187 184 CAGR 44% P.A. 158 150 144 108 106 100 81 63 50 0 H1 21 H2 21 H1 22 H2 22 H1 23 H2 23 H1 24 H2 24 H1 25 P5 CAGR is calculated year end FY21 to year end FY24 a
Slide 6: Sector Analysis
For personal use only Sector Analysis David Singleton, Chief Executive Officer and Managing Director P6
Slide 7: Sector Analysis Chile
AnalysisofofFinancial Analysis Financial Results Results Sector Analysis Chile For personal use only • Production for major new customer underway but volume 60 growth has been challenging and also affected existing 52 50 customer throughput. South America A$M Revenue 41 • Operational leadership supp
Slide 8: Sector Analysis Asia Pacific
AnalysisofofFinancial Analysis Financial Results Results Sector Analysis Asia Pacific For personal use only • Market demand remains moderate with significant 180 166 opportunities ahead. 170 • Truck tray builds strong but now with significant reserve 160 150 APAC A$M Revenue capacity for growth as e
Slide 9: Sector Analysis North America
AnalysisofofFinancial Analysis Financial Results Results Sector Analysis North America For personal use only • USA order book goes from strength to strength – strong ‘local’ tailwinds. 100 • New customers added which gives confidence that installed base increase will 96 90 continue sales momentum. 8
Slide 10: North America – insulated against tariff risk, with strong macroeconomic tailwinds
North America – insulated against tariff risk, with strong macroeconomic tailwinds for mining growth • Tariff insulation provides improved competitiveness1 • Austin has made a significant investment to build domestic production capacity in both the USA and Canada. For personal use only In the US, Au
Slide 11: North America – strong macroeconomic tailwinds for mining growth
North America – strong macroeconomic tailwinds for mining growth Trump Administration policies driving secular growth in mining = existing Austin client FAST-41 Mining Projects For personal use only (April 2025) Multiple major projects have received fast-tracked permitting initiative for mining and
Slide 12: Outlook & Guidance
For personal use only Outlook & Guidance
Slide 13: FY25 Full Year Guidance – continued strong growth with new market opportunities ahead
FY25 Full Year Guidance – continued strong growth with new market opportunities ahead. For personal use only • FY25 full revenue of circa ~$370m up ~18% from FY24 • Underlying FY25 EBIT of ~$41 million up ~8% from FY24 Outlook1 1. See ASX announcement dated 11 June 2025 titled “FY25 Trading Update”
Slide 14: For personal use only
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