Southern Cross Electrical Engineering Limited · ASX:SXE
Southern Cross Electrical Engineering — Investor Presentation (June 2026)
28 slides from Southern Cross Electrical Engineering's investor presentation, Jun 15, 2026
Slide 1: Trading update and equity raising
Trading update and equity raising 15 June 2026 NOT FOR RELEASE OR DISTRIBUTION IN THE UNITED STATES
Slide 2: Important notice and disclaimer (1 of 4)
Important notice and disclaimer (1 of 4) Unless otherwise defined in this disclaimer, capitalised terms have the meaning given to them in this presentation. The following notice and disclaimer applies to this investor presentation ("Presentation") and you are therefore advised to read this carefully
Slide 3: Important notice and disclaimer (2 of 4)
Important notice and disclaimer (2 of 4) No representation or warranty Macquarie Capital (Australia) Limited (ABN 79 123 199 548) and Barrenjoey Markets Pty Limited (ABN 66 636 976 059) (together the “Joint Lead Managers”) are acting as lead managers, bookrunners and underwriters to the Offer for wh
Slide 4: Important notice and disclaimer (3 of 4)
Important notice and disclaimer (3 of 4) Financial Data All dollar values are in Australian dollars ($ or AUD) unless otherwise stated. Amounts, totals and change percentages are calculated on whole numbers and not the rounded amounts presented. This Presentation includes certain historical financia
Slide 5: Important notice and disclaimer (4 of 4)
Important notice and disclaimer (4 of 4) General disclaimer In connection with the Offer, one or more institutional investors may elect to acquire an economic interest in the Shares ("Economic Interest"), instead of subscribing for or acquiring the legal or beneficial interest in those securities. T
Slide 6: Executive summary
Executive summary Equity raising and expanding funding capacity to support significant organic growth and future acquisition opportunities ● Secured over $150m of new works awards, including early-stage Heyday works for Multiplex at NEXTDC S4, a Trivantage switchboard order for a data centre, and a
Slide 7: Overview of SCEE
Overview of SCEE Leading and trusted national provider and manufacturer of …operating through a portfolio of businesses: specialised electrical, instrumentation, communications, security, fire, and maintenance services and products … Historically focused on resources and industrial work, but now als
Slide 8: SCEE's strategy
SCEE’s strategy SCEE sees electrical contracting as its core capability whilst increasingly diversifying into adjacent disciplines and servicing a broad range of sectors ● Our growth strategy continues to be to deepen our presence in those sectors and broaden our geographic diversity through expandi
Slide 9: SCEE's opportunity
Structural tailwinds SCEE’s portfolio is well positioned to take advantage of significant structural tailwinds Data centres Infrastructure Renewables Electrification Tailwind ● Rapid growth driven by hyperscale ● Sustained investment across ● Energy transition driving ● Economy-wide electrification
Slide 10: Recent momentum and trading update
Recent momentum and trading update New works awards and growth initiatives support upgraded FY26 guidance and initiation of FY27 guidance New works awards Trading update / outlook ● Secured over $150m of new works awards across multiple projects ● FY26 upgraded – Underlying EBITDA guidance increased
Slide 11: Track record of delivery
Track record of delivery A strong recurring revenue track record – underpinned by diversified services, maintenance, sustaining capital and framework agreements – supports continued long-term earnings growth Strong track record of recurring revenue growth History of successful integration of acquisi
Slide 12: Positioned for growth
Positioned for growth SCEE’s outlook for FY27 and beyond is supported by significant pipeline of works across a diverse range of end markets Select market opportunities SCEE’s diversification Australian data centre operational Order book by sector (1H26) Data capacity outlook (GW)1 centres ~18% CAGR
Slide 13: Equity raising
Equity raising ● Fully underwritten institutional placement (“Placement”) of new fully paid ordinary shares to raise $150m ● Issue price of the Placement is to be determined via a variable price bookbuild with a range of $3.85 – $4.00 per security, with an underwritten floor price of $3.85 per secur
Slide 14: Equity raising timeline
Equity raising timeline Event Date (Sydney time) Placement ASX Trading halt and announcement of the Institutional Placement Monday, 15 June 2026 Institutional Placement bookbuild Monday, 15 June 2026 Announcement of completion of Institutional Placement Tuesday, 16 June 2026 Trading halt lifted and
Slide 15: Key risks
A APPENDIX Key risks
Slide 16: Key Risks (1 of 6)
Key Risks (1 of 6) Introduction Investors should be aware that being issued shares under the placement ("New Shares") involves a number of risks. This section sets out some of the key risks associated with an investment in New Shares including risks that are both specific to SCEE and those of a more
Slide 17: Key Risks (2 of 6)
Key Risks (2 of 6) Business risks Risk Summary SCEE's performance is closely tied to demand in the infrastructure, commercial and resources sectors including in relation to data centre and other works. These sectors are inherently cyclical and/or sensitive to macroeconomic conditions, including chan
Slide 18: Key Risks (3 of 6)
Key Risks (3 of 6) Business risks Risk Summary SCEE is party to various agreements with third parties that are essential to the conduct of its operations. The failure of a supplier or a subcontractor to comply with obligations owed to SCEE could expose SCEE to financial loss, reputational damage, an
Slide 19: Key Risks (4 of 6)
Key Risks (4 of 6) Business risks Risk Summary Clients or contractors may be unable or unwilling to pay amounts owed for completed works. Insolvency of a client or contractor, particularly on a large project, could result in significant bad debts and adversely affect SCEE's financial position (k) Pa
Slide 20: Key Risks (5 of 6)
Key Risks (5 of 6) Business risks Risk Summary SCEE is exploring inorganic growth opportunities, including acquisitions. There is no guarantee that SCEE will identify suitable acquisition opportunities. Even if SCEE identifies suitable acquisition opportunities, there is no guarantee that SCEE will
Slide 21: Key Risks (6 of 6)
Key Risks (6 of 6) Equity raising risks Risk Summary SCEE has entered into a placement and underwriting agreement with Macquarie Capital (Australia) Limited (ABN 79 123 199 548) ("Macquarie") and Barrenjoey Markets Pty Limited (ABN 66 636 976 059) ("Barrenjoey") under which SCEE appointed Macquarie
Slide 22: International offer restrictions
B APPENDIX International offer restrictions
Slide 23: International offer restrictions (1 of 3)
International offer restrictions (1 of 3) This document does not constitute an offer of new ordinary shares (“New Shares”) of SCEE in any jurisdiction in which it would be unlawful. In particular, this document may not be distributed to any person, and the New Shares may not be offered or sold, in a
Slide 24: International offer restrictions (2 of 3)
International offer restrictions (2 of 3) New Zealand This document has not been registered, filed with or approved by any New Zealand regulatory authority under the Financial Markets Conduct Act 2013 (the “FMC Act”). The New Shares are not being offered or sold in New Zealand (or allotted with a vi
Slide 25: International offer restrictions (3 of 3)
International offer restrictions (3 of 3) United Kingdom This document has not been delivered for approval to the Financial Conduct Authority in the United Kingdom and no prospectus (within the meaning of Regulation 21 of The Public Offers and Admissions to Trading Regulations 2024 (“POATRs”)) has b
Slide 26: Placement Agreement
C APPENDIX Placement Agreement
Slide 27: Placement agreement summary (1 of 2)
Placement agreement summary (1 of 2) Placement agreement summary In connection with the Offer, SCEE has entered into a placement and underwriting agreement with the Joint Lead Managers ("Placement Agreement"). Under the Placement Agreement, SCEE has provided customary representations, warranties and
Slide 28: Placement agreement summary (2 of 2)
Placement agreement summary (2 of 2) (q) among other things, a new law is introduced into the Parliament of Australia, or any State or Territory of Australia, which makes it illegal or commercially impracticable for the Joint Lead Managers to satisfy its obligations under the Placement Agreement, or
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