Sdi Limited · ASX:SDI
Sdi — Shareholder Meeting (November 2025)
12 slides from Sdi's shareholder meeting presentation, Nov 27, 2025
Slide 1: FY25 AGM
FY25 AGM NOVEMBER 27, 2025
Slide 2: CEO's Address
0CE711E6. CEO’S ADDRESS SAMANTHA CHEETHAM
Slide 3: FY25 Performance Highlights
FY25 PERFORMANCE HIGHLIGHTS Improved operational efficiencies continue to drive strong margin growth FINANCIAL BUSINESS Revenue of $110.4m Revenue flat with mix of regional (- 0.7% pcp) performance 62.9% Gross Profit Margin (+80 New machinery, product and bps) geographical mix boosts gross margin EB
Slide 4: Sales by Business Unit
SALES BY BUSINESS UNIT Good European and Brazilian Growth offset by weaker Direct Exports SALES BY BUSINESS UNIT (AUD MILLIONS) BUSINESS UNIT % SALES $130 50% $120 $107.9 $111.2 $110.4 41% 37% $110 $95.2 8.8 8.6 40% 34% 35% 34% $100 9.1 31% $90 $81.6 7.3 30% 25% 23% 24% $80 $67.4 5.4 36.9 41.3 44.7
Slide 5: Sales by Product Category
SALES BY PRODUCT CATEGORY Aesthetics & Whitening continued strength with Amalgam declines continuing SALES BY CATEGORY (AUD millions) CATEGORY AS % SALES $120 $111.2 $110.4 60% $107.9 52% $110 50% $95.1 6.5 6.2 46% 45% 47% $100 6.5 50% 45% $90 $81.6 6.8 31.0 32.0 31.3 40% $80 32% $67.3 6.0 29.8 31%
Slide 6: Project Montrose
PROJECT MONTROSE • Montrose Project Update • Construction tenders received around $26 million • Due diligence in progress on preferred tender. • The planning permit has been received. • The project will be fully funded by a combination of sale and lease back of the current Bayswater premises and deb
Slide 7: Project Montrose
PROJECT MONTROSE March 2026 – Contract Tendering Signed, March 2027 – Final Design Works Stage Commence Commence completed Completed Construction Relocation Planning Dec 2025 – March 2027 – Dec 2027 – Permit Letter of Intent Construction / Relocation Received sent to Fit out Completed preferred Comp
Slide 8: SDI – ESG Roadmap
SDI – ESG ROADMAP FY25 FY26-FY27 Additional ESG actions “Complying” “Enhancing” completed in FY25 Review top suppliers on ESG Review initiatives for emission risks and incorporate into an reduction actions/strategies, AASB S2 Gap Analysis updated Modern Slavery including how this reflects on a
Slide 9: Strategy
STRATEGY PRIORITY 1 High quality market leading products SDI will focus its sales, marketing and innovation efforts on its Riva, composites, cements and Pola brands. This targeted innovation will deliver incremental sales growth and act as a gateway to introduce clinicians to SD1’s full portfolio. P
Slide 10: Strategy & Outlook
STRATEGY & OUTLOOK o Aesthetics and Whitening products continue to be the focus for new product development • Stela exceeding expectations, on track to be one of our best product launches o Achieve manufacturing and logistic efficiencies through new site to help achieve sales of +$200m o Investment
Slide 11: Awards
AWARDS [EO] proouct awaros Winner International Health = " @888 |
Slide 12: Important Notice & Disclaimer
Important Notice & Disclaimer This Presentation contains summary information about SDI Limited (SDI) and its subsidiaries and their activities. The information in this Presentation does not purport to be complete. It should be read in conjunction with SDI’s other periodic and continuous disclosure a