Als Ltd. · ASX:ALQ
Als — Macquarie Australia Conference 2023
10 slides from Als's conference presentation, May 2, 2023
Slide 1: Macquarie Australia Conference
For personal use only Macquarie Australia Conference 2 May 2023 Tim Kilmister, EGM Global Environmental © Copyright 2023 | ALS Limited 1
Slide 2: Important notice and disclaimer
Important notice and disclaimer This presentation has been prepared by ALS Limited, (ALS or the Company). It contains general information about the Company’s For personal use only activities as at the date of the presentation. It is information given in summary form and does not purport to be comple
Slide 3: Environmental global leaders with a global network
Environmental global leaders with a global network 153 global locations in 35 countries • A scalable business model with For personal use only Major environmental hub locations Service centres an A$9B addressable market • ALS revenues of AU$700m1 (5-year CAGR 6.5%) • Organic growth ahead of peers an
Slide 4: Significant market share available for ALS
Significant market share available for ALS • Estimated available market of A$9B Fragmented landscape (% market share1) For personal use only • Highly fragmented market – global, regional and local competitors • Regulatory environment driven at the country/ state level • Commoditised service (environ
Slide 5: Environmental business is core to ALS growth journey
Environmental business is core to ALS growth journey Strategic opportunities for ALS For personal use only • Global systems: GEL LIMS, ALS Solutions, CRM, ERP, Enterprise software solutions • Technical innovation and technical brand leadership: developing leading new services and solutions, global m
Slide 6: Our client segment portfolio is well positioned to capture industry megatrends
Our client segment portfolio is well positioned to capture industry megatrends Increasing demand from society for a “cleaner” For personal use only environment Closure of Our client portfolio landfills and by segment: Increased Closure of circular regulation and Environmental Consultants enforcement
Slide 7: Our involvement in the environmental industry helps keep communities clean and safe
Our involvement in the environmental industry helps to keeps communities clean and safe Microplastics – a macro problem in microscopic scale For personal use only • Large environmental concern with more than 50% of plastics being made since year 2000 Indoor air quality Site assessment and industrial
Slide 8: PFAS represents a significant growth opportunity for ALS
PFAS represents a significant growth opportunity for ALS PFAS – persistent, toxic and bio-accumulative contaminant For personal use only • ALS has a technical leadership position dating back to 2000’s • Expanding regulatory framework globally: lower limits of detection, more compounds and broader ap
Slide 9: Increasing PFAS legislation in the United States represents a key growth market
Increasing PFAS legislation in the United States represents a key growth market 2,858 contaminant sites across the United States (as at June 2022) 1 Adoption and coverage of PFAS legislation in USA2 For personal use only Drinking water Drinking water Military sites Other sites (above proposed limit)
Slide 10: For personal use only
For personal use only right solutions. right partner. © Copyright 2022 | ALS Limited 10