Duratec Limited · ASX:DUR
Duratec — ASX SMIDcaps Conference 2026
25 slides from Duratec's conference presentation, Sep 23, 2026
Slide 1: ASX Announcement: ASX SMIDcaps Conference
ASX ANNOUNCEMENT For personal use only 23 September 2026 ASX SMIDCAPS CONFERENCE Duratec Limited (Duratec or the Company) (ASX: DUR) is pleased to provide a copy of the presentation it’s Managing Director, Mr Chris Oates, will deliver at 9.15am AEST during today’s ASX SMIDcaps Conference. • Time & D
Slide 2: Duratec Limited ASX SMIDcaps Conference
rsonal use only Duratec Limited ASX SMIDcaps Conference Sydney, 23 September 2026
Slide 3: Presenting Today
Presenting Today rsonal use only Chris Oates Managing Director and Co-Founder 2 Duratec Limited (ASX: DUR) | ASX SMIDcaps Conference | 23 September 2026
Slide 4: Important Notice & Disclaimer
Important Notice & Disclaimer This presentation has been prepared by Duratec Limited (ACN 141 614 075) ("Duratec", "Duratec Group" and the "Company"). The information contained rsonal use only in this presentation is for information purposes only. The information contained in this presentation is no
Slide 5: Presentation Overview
Presentation Overview rsonal use only 1. Company Overview 2. FY26 Performance 3. Sector Focus 4. Growth Opportunities & Outlook 4 Duratec Limited (ASX: DUR) | ASX SMIDcaps Conference | 23 September 2026
Slide 6: Company Overview
rsonal use only Company Overview
Slide 7: Corporate Snapshot
Corporate Snapshot Founder led, ASX-listed, Australia-wide operations rsonal use only Capital Structure Share Price – 01 July 2025 - 30 June 2026 ASX code DUR Shares on issue 260.6m Share price as at 17 September 2026 $2.14 Market capitalisation as at 17 September 2026 $557.7m Cash as at 30 June 202
Slide 8: Business History
Business History Enabling clients to drive maximum value from their activities rsonal use only Key Business Drivers Revenue Growth Over 16 Years • Aged infrastructure EIG Australia (DUR), RGK Resources (MEnD), Hunter Coatings (DUR), PWA (WPF) • Asset capacity expansion AsClear & GFE (WPF) • Growing
Slide 9: Our Portfolio
Our Portfolio Full Lifecycle Capabilities rsonal use only Note 1: Emerging Sectors relate to Marine, Transport Infrastructure, and Water Infrastructure, which is disclosed as "Other segments" in Note 3 of the Financial Statements 8 Duratec Limited (ASX: DUR) | ASX SMIDcaps Conference | 23 September
Slide 10: FY26 Performance
rsonal use only FY26 Performance
Slide 11: FY26 Financial Highlights
FY26 Financial Highlights Margin expansion on flat revenue, record order book into FY27 rsonal use only FY26 Revenue by Operating Segment $570.3m $58.5m Revenue1 EBITDA2 ↓ 0.5% on FY25 $573.0m ↑ 10.5% on FY25 $53.0m $23.8m 9.25c NPAT Earnings Per Share3 ↑ 4.1% on FY25 $22.8m ↑ 1.6% on FY25 9.10c 4.2
Slide 12: Building Momentum
Building Momentum FY26 was about winning work. FY27 is about delivering it. rsonal use only FY26 – A Year of Positioning FY27 – A Year of Delivery • Gross margin 18.6% → 20.5%; normalised EBITDA • FY27 revenue expected to grow strongly as we margin 9.2% → 10.3% on flat revenue deliver on our record
Slide 13: Sector Focus
rsonal use only Focus Sector
Slide 14: Defence
Defence rsonal use only • Sustained Australian investment in Defence infrastructure and strategic capability programs • AUKUS-related investment, growing demand for complex project delivery • Strong marine infrastructure investment planned for Garden Island, Henderson Precinct and Westport • ISO 194
Slide 15: Mining & Industrial
Mining & Industrial rsonal use only • Sustained demand across remediation, maintenance and asset integrity services • Diversified pipeline spanning mining, industrial, rail, port and energy sectors • Growing East Coast presence supported by new MSAs and geographic expansion • Well positioned to grow
Slide 16: Building & Facade
Building & Facade rsonal use only • Diverse pipeline across remediation, heritage, roofing, glazing and building upgrades • Expanding ECI portfolio providing a pathway to future contract awards • Growing demand for specialist façade and design-led delivery solutions • Enhanced national capability su
Slide 17: Energy
Energy rsonal use only • Strong FY27 momentum underpinned by maintenance, fabrication and decommissioning opportunities • Key project awards across fuel infrastructure, mining and hydrogen sectors • Growing pipeline in energy, fuel, marine and hydrogen infrastructure • Recurring maintenance revenues
Slide 18: Emerging Sectors
Emerging Sectors1 rsonal use only • Strong pipeline across marine, water and transport infrastructure markets • Long-term demand supported by ongoing government investment in critical infrastructure • Growing demand for marine infrastructure upgrades driving expansion of national marine capability •
Slide 19: Growth Opportunities & Outlook
rsonal use only Growth Opportunities & Outlook
Slide 20: Growth Opportunities & Outlook
Growth Opportunities & Outlook Record $650.8m order book, tenders converting to contracts rsonal use only 1, 2 1, 2, 3 1, 2, 4 5 Note 1: Order Book, Tenders and Pipeline as at 21 August 2026 vs 21 August 2025 Note 2: Figures include 49% share of DDR Australia Pty Ltd and RC Construction WA Pty Ltd a
Slide 21: Why Duratec?
Why Duratec? 1 Strong revenue 2 Exposure to multi- 3 rsonal use only Improving earnings visibility supported decade infrastructure quality driven by by a Record Order and Defence growth growing recurring Book markets revenue base 4 5 6 Tailwinds and Operational leverage Strong Balance growth drivers
Slide 22: Questions & Answers
rsonal use only Questions & Answers
Slide 23: Appendix
rsonal use only Appendix
Slide 24: Safety & Sustainability
Safety & Sustainability Zero lost time injuries; systems and standards uplifted group-wide rsonal use only Our Safety & Community & People Wellbeing Engagement • Workforce grew to 1,580 • TRIFR1 increased to 6.17 and • Continued support of community LTIFR2 decreased to zero focused and charitable in
Slide 25: Duratec Limited ASX SMIDcaps Conference
rsonal use only Duratec Limited ASX SMIDcaps Conference Sydney, 23 September 2026