Tasmea Limited · ASX:TEA
Tasmea — Taylor Collison Electrical/Defence Conference 2025
17 slides from Tasmea's conference presentation, Dec 1, 2025
Slide 1: ASX Announcement: Taylor Collison Adelaide Conference Presentation
ASX Announcement ASX: TEA 1 December 2025 Tasmea Limited – Taylor Collison Adelaide Conference Presentation Tasmea Limited (ASX: TEA) provides the attached presentation, delivered by Managing Director Stephen Young and Executive Director Mark Vartuli at the Taylor Collison Electrical/Defence Confere
Slide 2: Taylor Collison Conference 2025
For personal use only TASMEA LIMITED Taylor Collison Conference 2025 DECEMBER 2025
Slide 3: Market Outlook – The Skilled Labour Challenge
Market Outlook – The Skilled Labour Challenge For personal use only WA: half of QLD: The Big Build $107bn Australia’s total WA: Asset Investment investment program to QLD: ranks globally Program projected to 2027–28 in health, exports, top 10 in key mineral 2027-28 $107B transport, education, global
Slide 4: Tasmea's Workforce Solutions Segment – WorkPac
Tasmea’s Workforce Solutions Segment – WorkPac WorkPac’s recruitment engine places 15,000+ workers annually, with >6,000 daily FTM workers – WorkPac is a key enabler – supporting Tasmea’s organic growth aspirations across its Electrical, Mechanical, Civil and Water & Fluid segments For personal use
Slide 5: Strategic acquisition of WorkPac completed
Strategic acquisition of WorkPac completed ✓ Australia faces acute skilled-labour shortages driven by major investment cycles (mining, infrastructure, housing, defence) Speed & scale ✓ Industry leading access to blue-collar labour gives Tasmea specialist subsidiaries & WorkPac customers a clear comp
Slide 6: Electrification tailwinds
Electrification tailwinds Capacity, National Energy Market (GW, FY20 to FY50)1 300 Historical >200% Grid transition paves sustained delivery runway 200 growth forecast For personal use only Transmission, distribution and storage infrastructure needed 100 • ~5,000 km new/upgrade transmission lines ov
Slide 7: Comprehensive electrical capability
Comprehensive electrical capability Tasmea is positioned with an end-to-end electrical capability, enabling Tasmea Group to offer fully integrated solutions which is a unique capability in the national electrical service sector For personal use only Electrical segment Electrical Segment ✓ Fully inte
Slide 8: Tasmea's twin-pillar strategy
Tasmea’s twin-pillar strategy We remain focused on executing our twin-pillar strategy For personal use only Organic Growth ✓ 15% YoY growth ✓ Deep, recurring ✓ Service ✓ Strong financial ✓ Geographic and target customer expansion & discipline industry relationships cross-selling expansion Supported
Slide 9: FY25 Highlights
FY25 Highlights Revenue (Statutory) EBIT (Statutory) $547.9m $74.4m For personal use only 37% 60% Pro-forma Revenue of $620.8m, +52% Pro-forma EBIT of $93.2m, +70% EBIT Margin % NPAT (Statutory) 13.6% $53.1m 200bps EBIT margin improvement 74% Pro-forma EBIT margin of 15.0% Exceeded FY25 NPAT guidanc
Slide 10: Strong & consistent earnings growth
Strong & consistent earnings growth Tasmea has grown its PRO-FORMA EBIT PRO-FORMA NPAT earnings whilst improving 93 63 For personal use only margins on a Pro-Forma 33% 36% and Statutory basis CAGR CAGR 55 37 43 28 35 23 30 18 KEY HIGHLIGHTS 13.9% 11.8% 11.7% 13.5% 15.0% 8.5% 7.9% 7.7% 9.1% 10.1% Pro
Slide 11: Revenue and profitability outlook
Revenue and profitability outlook ✓ WorkPac has a stable revenue base with high levels of repeat customers under Master Services Agreements (“MSAs”) ✓ More than 15 material MSAs added to Tasmea’s portfolio For personal use only ✓ WorkPac gross revenue is not reflective of underlying economic activit
Slide 12: Outlook & momentum in growth strategy
Outlook & momentum in growth strategy For personal use only FY26 earnings guidance Track record of STATUTORY EBIT GROWTH ORGANIC VS ACQUISITION upgraded post-WorkPac organic growth $110m EBIT → $117m EBIT +57% growth YoY +33% organic EBIT CAGR since FY22 to FY25 $70m NPAT → $72.5m NPAT +37% growth Y
Slide 13: Pro forma FY26 forecast financials
Pro forma FY26 forecast financials Pro forma FY26 EBIT $m Pro forma FY26 EBIT Margin % Pro forma FY26 NPAT $m Pro forma FY26 EPS cps For personal use only 128 ~15% ~16% 78 30.0 70 27.4 110 TEA Pro forma TEA Pro forma TEA Pro forma TEA Pro forma Gearing (Net debt / Pro forma EBITDA) Pro forma FY26 EB
Slide 14: Revenue synergy realisation strategy
Revenue synergy realisation strategy Tasmea subsidiaries are increasingly generating cross-sell revenue synergy opportunities with its growing portfolio of specialist service providers For personal use only Recent Cross-Selling Examples Increasing • SPS → introduced to key customers of Tasman New N
Slide 15: Founder-led, shareholder-management aligned
Founder-led, shareholder-management aligned Tasmea is led by its founder Directors who collectively own more than 60% of Tasmea Strategically aligned senior management team with ~100 employees identified to participate in long-term For personal use only incentive plans (LTI) and focused on delivery
Slide 16: Q&A
Q&A For personal use only 15 2025 INVESTOR PRESENTATION
Slide 17: Important notice
Important notice • This document has been prepared by Tasmea Limited (ABN 22 088 588 425) (“Tasmea” or “the Company”). No other party other than Tasmea has authorised or For personal use only caused the issue of this document, or takes responsibility for, or makes any statements, representations or
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