Ipd Group Ltd · ASX:IPG
Ipd — Bell Potter Emerging Leaders Conference 2025
21 slides from Ipd's conference presentation, May 27, 2025
Slide 1: Bell Potter Emerging Leaders Conference 2025
For personal use only Bell Potter Emerging Leaders Conference 20 25
Slide 2: Important Notice & Disclaimer
Important Notice & Disclaimer No Reliance For personal use only 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: Presenter
Presenter For personal use only Michael Sainsbury Executive Director & CEO IPD Group – Bell Potter Emerging Leaders Conference 2025 3
Slide 4: What we'll share today
What we’ll share today For personal use only Agenda • Who We Are • What’s Driving Demand • Our Strategic Advantage • Financial Performance • Growth Strategy • Why Invest in IPD IPD Group – Bell Potter Emerging Leaders Conference 2025 4
Slide 5: Who We Are
For personal use only Who We Are IPD Group – Bell Potter Emerging Leaders Conference 2025 5
Slide 6: About Us
About Us For personal use only Our Our Vision Mission To help build a future where To enhance every aspect of sustainable electrical infrastructure infrastructure through energy creates a better life for all. efficiency, automation and secure connectivity while prioritising the safety and wellbeing
Slide 7: A Connected Group
A Connected Group Supporting every stage of the electrical value chain. For personal use only Power distribution, energy Manufacturer and management and automation distributor of electrical product distribution with cables, specialty plugs, custom assembly services. couplers, and receptacles for ind
Slide 8: A Snapshot
A Snapshot ~8–10% share in Australia’s expanding electrical distribution market. For personal use only + + + + 350M 600 8000 70 revenue employees customers years IPD Group – Bell Potter Emerging Leaders Conference 2025 8
Slide 9: Industry Coverage
Industry Coverage Diversified exposure unlocks a broad and resilient opportunity set. For personal use only Utilities Resources Infrastructure Construction Manufacturing Power & Energy Iron Ore Roads Data Centres Food & Beverage Water Precious & Rare Rail Commercial Packaging Wastewater Earth Metals
Slide 10: What's Driving Demand
For personal use only What’s Driving Demand IPD Group – Bell Potter Emerging Leaders Conference 2025 10
Slide 11: The Problem We Solve
The Problem We Solve Enabling the shift to smart energy & digitalisation. For personal use only Lagging Behind The Upgrade How We Help the Shift Challenge Bridge the Gap • IPD Group provides complete support through • Over $320B in energy investment expected by • Much of Australia’s infrastructure i
Slide 12: Our Strategic Advantage
For personal use only Our Strategic Advantage IPD Group – Bell Potter Emerging Leaders Conference 2025 12
Slide 13: Our Strategic Advantage
Our Strategic Advantage Built on global partnerships, product flexibility, and technical excellence. For personal use only Deep OEM Partnerships • Trusted relationships with global leaders like ABB and Emerson. OEM Multi-Brand • Long-term pricing stability and supply chain confidence. Partnerships S
Slide 14: Financial Performance
For personal use only Financial Performance IPD Group – Bell Potter Emerging Leaders Conference 2025 14
Slide 15: Consistent Growth with a Scalable Model
Consistent Growth with a Scalable Model Strong product-led performance with margin expansion. For personal use only Revenue EBITDA Dividends 6.4c 6.2c $23.6m $22.7m $290.4m 4.7c 4.6c 4.6c • Consistent revenue $226.9m and EBITDA growth. $16.1m H2 $14.3m 3.7c $169.7m • A highly product-led $176.8m $13
Slide 16: Diversified Revenue
Diversified Revenue Resilient earnings profile across sectors & technologies. For personal use only 1H FY25 - Revenue by End Market 1H FY25 - Revenue by Product Commercial Construction/Buildings - 33% Power Distribution - 36% Infrastructure/Industrial/Mining - 22% Cables - 22% Data Centres - 15% Haz
Slide 17: Growth Strategy
For personal use only Growth Strategy IPD Group – Bell Potter Emerging Leaders Conference 2025 17
Slide 18: Our Growth Strategy
Our Growth Strategy Focused on market demand, margin growth, and disciplined acquisitions. For personal use only Organic Growth Market Expansion through Market Demand via Digital & Services 1 Strong tailwinds from electrification, EV infrastructure, grid upgrades and automation continue to drive dem
Slide 19: Why Invest in IPD
For personal use only Why Invest in IPD IPD Group – Bell Potter Emerging Leaders Conference 2025 19
Slide 20: Why Invest in IPD
Why Invest in IPD Strong fundamentals, scalable growth, and exposure to structural tailwinds. For personal use only Strong recurring Capital light, cash Track record of Manufacturing Positioned demand drivers generative model execution and & Repairs for structural IPD is leveraged to the key long Ou
Slide 21: Q&A
For personal use only Q&A IPD Group – Bell Potter Emerging Leaders Conference 2025 21
IPD Group — Bell Potter Emerging Leaders Conference 2025 on 6ix