Babylon Pump & Power Ltd · ASX:BPP

Babylon Pump & Power — Investor Presentation (September 2020)

15 slides from Babylon Pump & Power's investor presentation, Sep 3, 2020

  1. Slide 1: Babylon Pump & Power Limited Investor Presentation

    Babylon Pump & Power Limited Investor Presentation SEPTEMBER 2020 ASX: BPP

  2. Slide 2: Important Notice and Disclaimer

    Important Notice and Disclaimer This presentation has been prepared by Babylon Pump & Power Limited (“Babylon”) (ASX: BPP) for information purposes only. This presentation is not a product disclosure statement or prospectus for the purposes of the Australian Corporations Act 2001 (Cth), nor does it

  3. Slide 3: A Rapidly Growing Specialist Mining Services Provider

    A Rapidly Growing Specialist Mining Services Provider ► Babylon delivers specialist services to the resource and infrastructure sectors, focused on two high value segments:  Rental of specialty pumping and power generation equipment  Maintenance and rebuild services for large diesel driven equipme

  4. Slide 4: Record Growth delivered in FY20

    Record Growth delivered in FY20 Babylon has achieved strong growth and is now servicing major mineral producers as well as top tier resource service providers throughout Western Australia and Queensland. 20 + 49% FY20 demonstrated the strength of the Babylon service 17.2 delivery platform and repres

  5. Slide 5: Corporate Snapshot

    Corporate Snapshot Total Revenue ASX Code: BPP $18,000,000 Ordinary Shares 837m $12,000,000 Performance Rights 26m Market cap (@ 2.8 cents) $23.4m $6,000,000 Average Monthly Volume (shares) 14.2m Top 20 Holdings 60% $0 FY18 FY19 FY20 Directors & Senior Management 1st Half 2ndHalf Michael Shelby Exec

  6. Slide 6: COVID-19 Update

    COVID-19 Update  No changes or material impact since June update, but we cannot predict effects of another wave or future supply chain disruptions  Babylon’s revenues and rate of business growth have not been materially impacted by COVID-19  Implemented interventions based on government guideline

  7. Slide 7: Dual business model with strong revenue streams

    Dual business model with strong revenue streams Babylon delivers on two specialised and complementary service needs experiencing strong demand from major iron ore, nickel and coal producers, major mining and oil & gas service companies and equipment providers. Revenue streams are underpinned by a ba

  8. Slide 8: Specialty Rental

    Specialty Rental Growth Outlook  Investing in high horsepower pumps to support mine dewatering projects  Strong pipeline of pumping project opportunities in WA and QLD for FY21  Experienced Business Development Manager joining in October 2020 – first addition to sales force since inception  Sale

  9. Slide 9: Diesel Equipment Maintenance

    Diesel Equipment Maintenance Growth Outlook  Site sales and marketing activities to recommence with lifting of COVID-19 restrictions  COVID-19 has resulted in new supply chain opportunities  Opportunity to increase component rebuild work with faster turnaround times to further improve cash flow 

  10. Slide 10: Growing Tier 1 Client Base

    Growing Tier 1 Client Base Babylon services the iron ore, gold, nickel, and oil & gas sectors with significant opportunities in infrastructure, alternative energy and other commodities, in Western Australia and in Queensland through its subsidiary Primepower QLD 10 Babylon Pump & Power Limited

  11. Slide 11: Positive Growth Trajectory

    Positive Growth Trajectory E B I T DA T R A J E C TO R Y REVENUE GROWTH ASSET GROWTH EBITDA Revenue Total Assets Thousand ($'000) Million ($M) Million ($M) EBITDA growth driven by increased revenue in QLD and Sustainable revenue growth expected to Growth in assets driven by rental assets and core in

  12. Slide 12: Babylon - Strategy Moving Forward

    Babylon - Strategy Moving Forward 5 Set ambitious target of $100M + revenue within next 5 years 4 Continuously assessing further strategic acquisitions to support core business 3 Continue to expand Specialty Rental assets to maximise revenue opportunities 2 Securing material engine rebuild programme

  13. Slide 13: Outlook

    Outlook  Key growth drivers have not changed – still pent up demand for asset maintenance and need for specialty pumping solutions in resource sectors  COVID restrictions are increasing the lead time for new gear providing a further incentive to rebuild existing equipment  Babylon has a locally b

  14. Slide 14: Investment Highlights

    Investment Highlights  ACCELERATING TRAJECTORY – Strong ongoing growth outlook in both the equipment maintenance and specialty rental sectors  RECORD REVENUE - Record revenue achieved in H2 FY20 resulted in 49% revenue growth over FY19 with record EBITDA and positive Operating Cash Flows  PLATFOR

  15. Slide 15: Babylon Pump & Power Limited Michael Shelby | Executive Chairman

    Babylon Pump & Power Limited 74 Harrison Road Forrestfield WA 6058 Michael Shelby | Executive Chairman mshelby@babylonpumpandpower.com 15 Babylon Pump & Power Limited

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