Macquarie Technology Group Limited · ASX:MAQ
Macquarie Technology — Shareholder Meeting (November 2020)
10 slides from Macquarie Technology's shareholder meeting presentation, Nov 25, 2020
Slide 1: Annual General Meeting 2020
For personal use only Annual General Meeting. 2020 Peter James - Chairman
Slide 2: Key Business Highlights
2 Key Business Highlights. For personal use only Revenue EBITDA NPAT EPS $266.2m $65.2m $13.5m 63.6 ps • Six consecutive years of revenue and EBITDA growth • Increased syndicated debt facility to fund the build of IC3 data centre and undrawn balance of $92m • EBITDA CAGR of 16.8% over 3 years (pre-A
Slide 3: Group Financial Performance
3 Group Financial Performance. Group Revenue ($m) Group EBITDA ($m) For personal use only 134.3 33.6 131.9 31.6 125.6 121 118.6 29.6 115 26.7 27.6 25.3 25.4 22.5 1H18 2H18 1H19 2H19 1H20 2H20 1H18 2H18 1H19 2H19 1H20 2H20 • Over the last 3 years: COVID-19 Impact – Revenue CAGR of 6.8% • Performance
Slide 4: Balance Sheet & Cash Flows
4 Balance Sheet & Cash Flows. FY20 (Pre FY20 (Post ● Cash and cash equivalents of $37.9m. Negotiated $m FY19 AASB16) AASB16) For personal use only increase to syndicated debt facility with undrawn Cash & Cash Equiv alents 17.1 37.9 37.9 portion of $92m available for investment and build of IC3 Curre
Slide 5: Outlook
5 Outlook. For personal use only ● The Company’s EBITDA will continue to grow in FY21. However, 2H FY21 will be relatively flat compared to 1H FY21 driven by investment in sales and operational resources to support continued growth ● There are ongoing opportunities in the Telecom business as custome
Slide 6: Annual General Meeting 2020 - Chief Executive
For personal use only Annual General Meeting. 2020 David Tudehope – Chief Executive
Slide 7: Business Summary
Business Summary For personal use only Macquarie Telecom Group
Slide 8: Business Highlights Summary
Macquarie Telecom Macquarie Cloud Services ● #1 in Asia Pacific for SDWAN ● Continues to grow successfully leveraging the Hybrid IT megatrend For personal use only ● 2/3 of Macquarie customers successfully migrated to NBN ● Managed Azure Practice, a pathway to public cloud ● Strong cross sell of Clo
Slide 9: IC3 East Update
IC3 East Update. For personal use only MDC announces long term contract with new customer for approx. 10MW at IC3E. IC3 East build is progressing well and we continue to expect completion in February Intellicentre 3 East & 2021, on time and on budget. West Approx 10 MW IT load sold on 2 floors of In
Slide 10: IC5 South Bunker Canberra
IC5 South Bunker Canberra. For personal use only ● Construction due to complete by December 2020 ● Built to Federal Government security standards (SCEC Zone 5 ready) and redundancy (Tier IV) ● Stage 1 investment of $17m ● Campus Total Load 4MW comprising: – Existing IC4 Bunker 1MW – IC5 South Bunker
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