Babylon Pump & Power Ltd · ASX:BPP

Babylon Pump & Power — Micro/Small Cap Industrial Stocks In Focus Webinar (December 2021)

18 slides from Babylon Pump & Power's conference presentation, Dec 16, 2021

  1. Slide 1: Investor Presentation

    INVESTOR PRESENTATION Micro/Small Cap Industrial Stocks In Focus Webinar 16th DECEMBER 2021 (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 i

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

     A RAPIDLY GROWING SPECIALIST MINING SERVICES PROVIDER Speciality Rental - Supply of specialty diesel driven pumping and power generation equipment Delivering multiple - Mine water management, high pressure pumping specialised and and remote power complementary offerings BABYLON CORE BUSINESSES to

  4. Slide 4: Corporate Snapshot

     CORPORATE SNAPSHOT ASX Code: BPP Total Revenue (Year‐on‐Year) $24,000,000 Ordinary Shares 1151m $18,000,000 Performance Rights 130m $12,000,000 Market cap (@ 1.3 cents) $15m $6,000,000 Average Monthly Volume (shares) 46m $0 Top 20 Holdings 48% FY18 FY19 FY20 FY21 Cash & Undrawn Debt Facilities (as

  5. Slide 5: Experienced Team

     EXPERIENCED TEAM • Co-founder of Babylon in February 2017 Michael Shelby • Over two decades of experience in oil & gas, mining and specialty rental markets spanning commercial, technical and project management roles Executive Chairman • Previously GM at Resource Equipment (ASX:RQL) and was primari

  6. Slide 6: 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. Babylon Pump & Power Limited 6

  7. Slide 7: BPP Journey – Significant Milestones

     BPP JOURNEY – SIGNIFICANT MILESTONES Completed ASX Relisting Babylon Founded with $7M Market $1.6M Revenue FY18 Feb 2017 Capitalisation June 2018 Jan 2018 Organic Growth & FY20 EBITDA $1.1M Completes Acquisition of FY19 Positive EBITDA Acquisitions to Multiply (+864%) $15M Market Capitalisation PP

  8. Slide 8: FY21 Financial Performance

     FY21 FINANCIAL PERFORMANCE Record revenue driving towards scale  Revenue from operations up 24% to $21M Return to quarterly positive  Positive operational cash flow reported since Q4FY21 operational cash flow Increase in asset base to  Increase in assets by 33% to $30M - positions the company f

  9. Slide 9: FY21 Highlights Driving FY22 Growth

     FY21 HIGHLIGHTS DRIVING FY22 GROWTH Completed acquisition of  Rental assets mobilising through Primepower Queensland and assets from Tilbrook Ryder increased asset utilisation to improve FY22 profitability Investments Pty Ltd  FY22 project wins for Ausblast will boost Industrial Services Complet

  10. Slide 10: FY22 Growth Prospects

    FY22 GROWTH PROSPECTS Babylon Pump & Power Limited 10

  11. Slide 11: Specialty Rental

    1) SPECIALTY RENTAL Growth Outlook  Continued investment in FY21 in high horsepower pumps providing return in FY22 with greater asset utilisation  Project win with Nickel West in FY22 providing unique evaporator solution for water management – potential for expansion  Expanded rental footprint in

  12. Slide 12: Diesel Equipment Maintenance

    2) DIESEL EQUIPMENT MAINTENANCE Growth Outlook  Record levels of enquiry with significant quotes for rebuild programs FY22-FY23 outstanding  Service exchange engines completed in FY21 contributing to revenue in FY22 as multiple service exchange engines have secured customer commitments with repeat

  13. Slide 13: Diesel Equipment Maintenance Recent Contract Awards

    2) DIESEL EQUIPMENT MAINTENANCE 5  Secured contract for supply of offsite repair services for Recent Contract pumps and generators for multiple Rio Tinto sites Awards1  Initial term of 3 years with 2-year extension  Initiatives to secure long term recurring maintenance programs  Secured an exten

  14. Slide 14: Specialty Industrial Services

    3) SPECIALTY INDUSTRIAL SERVICES Growth Outlook  Increasing asset utilisation is delivering results in early FY22 and high levels of client enquiry are positioning the segment for continued growth through FY22 and beyond as projects are confirmed  Projects have expanded from traditional iron ore b

  15. Slide 15: Babylon - Strategy Moving Forward

     BABYLON - STRATEGY MOVING FORWARD 5 Ongoing organic growth with continued stakeholder support. Expand rental and industrial services into QLD Continue to expand asset base to maximise revenue opportunities in Growing to higher margin specialty rental and industrial services Maximise Investor Secur

  16. Slide 16: Positive Outlook

     POSITIVE OUTLOOK Key growth drivers have not Demand for specialty services & COVID restrictions are changed rental equipment increasing in increasing clients’ lead time for FY22 replacement assets  Market demand for asset  Existing specialty fleet will be  This provides a further maintenance an

  17. Slide 17: Investment Highlights

     INVESTMENT HIGHLIGHTS ► RECENTLY STRENGTHENED EXPERIENCED OPERATIONAL AND MANAGEMENT TEAM ► NEW CONTRACT WINS REINFORCED WITH RECORD ENQUIRY LEVELS DRIVING CONTINUED GROWTH ► INVESTED IN ASSETS TO SUPPORT FUTURE HIGHER MARGIN GROWTH ► INCREASING UPTAKE FROM SOME OF THE WORLD’S LARGEST MINING CLIEN

  18. Slide 18: Babylon Pump & Power Limited – Contact

    Babylon Pump & Power Limited 74 Harrison Road Forrestfield WA 6058 Michael Shelby | Executive Chairman mshelby@babylonpumpandpower.com Babylon Pump & Power Limited 18

Babylon Pump & Power — Micro/Small Cap Industrial Stocks In Focus Webinar (December 2021) on 6ix