Mader Group Ltd · ASX:MAD
Mader — Shareholder Meeting (October 2025)
17 slides from Mader's shareholder meeting presentation, Oct 31, 2025
Slide 1: Annual General Meeting
For personal use only ANNUAL GENERAL MEETING MADER GROUP LIMITED | 31 OCTOBER 2025
Slide 2: Who We Are
WHO WE ARE HEAVY MOBILE EQUIPMENT FIXED POWER GENERATION & MARINE TRANSPORT ENERGY SECTOR INFRASTRUCTURE & LOGISTICS For personal use only GLOBAL WORKFORCE SERVICE VEHICLES WIDE NETWORK SUPPORTED OPERATED IN 3,900+ SKILLED EMPLOYEES 1,850+ WORLDWIDE 640+ LOCATIONS 490+ CUSTOMERS 9 COUNTRIES 1
Slide 3: 20 Years of Organic Growth
20 YEARS OF ORGANIC GROWTH REACHED 3,200+ EMPLOYEES CELEBRATED For personal use only EXPANDED INDUSTRY VERTICALS 20-YEAR 10 YEAR CAGR ANNIVERSARY ~30% COMMISSIONED MADER MAINTENANCE CENTRE INTRODUCED TOOLS FOR LIFE PROGRAM $1,000 CANADA FOCUS ON STRATEGIC DIVERSIFICATION REVENUE GROWTH USA $900 TRAD
Slide 4: Specialised Workforce
SPECIALISED WORKFORCE WE LEAD THE MARKET IN DELIVERING SAFE AND HIGH- QUALITY EXPERTISE. OUR PURSUIT OF QUALITY IS BACKED BY BREAKDOWN OF TEAM: YEARS OF INVESTMENT IN OUR PEOPLE AND CULTURE. Heavy Duty Diesel Mechanic For personal use only 4% 3% 4% 26% Auto & HV Electricians 6% 20% 20% RT & LV Mecha
Slide 5: FY25 Highlights
FY25 HIGHLIGHTS For personal use only RECORD SOLID BALANCE SHEET NET HEADCOUNT REVENUE MARGINS STRENGTHENED GROWTH $872.2M UP 13% NPAT OF $57.1M AT 6.6%, UP NET DEBT AT $8.3M, DOWN 73% INCREASED 700+ FROM $774.5M PCP 13% VS PCP OF $50.4M AT 6.5% FROM $31.2M PCP GLOBALLY CUSTOMER DEMAND NORTH AMERICA
Slide 6: Building to the First Billion
For personal use only BUILDING TO THE FIRST BILLION MADER GROUP LIMITED
Slide 7: Strategic Plan
STRATEGIC PLAN “As we enter the final year of our five-year strategic plan, the blueprint set out by the Board of Directors has served as a strategic guide in achieving our results over the last four years. This has positioned us well to deliver FY26 and the five-year plan targets.” Justin Nuich Exe
Slide 8: The Building Blocks
THE BUILDING BLOCKS For personal use only CULTURE RESOURCES & INFRASTRUCTURE MINERALS MAINTENANCE 380+ EMPLOYEES OVERSEAS ON AUSTRALIA PROCESSING INFRASTRUCTURE GLOBAL PATHWAYS CRUSHERS, SCREENS, ADVENTURES 3.4B ROM CONVEYORS, STACKERS SITES ENGAGED IN FY25: 450+ 150+ EXPERIENCES DELIVERED BY TOTAL
Slide 9: The Building Blocks: Energy, Transport & Emerging Markets
THE BUILDING BLOCKS For personal use only ENERGY MARKET TRANSPORT & EMERGING MARKETS OIL AND GAS ARE ESSENTIAL TO POWERING OVER HALF THE WORLD’S ENERGY. LOGISTICS PROVING THE BUSINESS MODEL IN NEW SCALABLE MARKET TONNE KILOMETRES SEGMENTS 249B OF FREIGHT MOVED BY ROAD IN AUSTRALIA REVENUE DIVERSIFIC
Slide 10: An Evolving Business
AN EVOLVING BUSINESS For personal use only A PROVEN TRACK RECORD OF ORGANICALLY REPLICATING OUR UNIQUE BUSINESS MODEL ACROSS MULTIPLE INDUSTRY VERTICALS. ROAD TRANSPORT FIXED PLANT & RAIL TECHNICIANS INFRASTRUCTURE TECHNICIANS TECHNICIANS AUTO & HIGH VOLTAGE ENERGY FABRICATORS & ELECTRICIANS SPECIAL
Slide 11: Multiple Beachheads to Target Growth
MULTIPLE BEACHHEADS TO TARGET GROWTH For personal use only 2% REVENUE AUSTRALIA 380+ Customers 3,300+ Employees 19% REVENUE NORTH AMERICA 100+ Customers 550+ Employees REST OF WORLD 12 Customers 100+ Employees 79% REVENUE *Figures have been rounded. 9
Slide 12: Just Getting Started
JUST GETTING STARTED For personal use only EMERGING ANCILLARY POWER GEN INFRASTRUCTURE RESOURCES RAIL TRANSPORT ENERGY MARKETS SERVICES & MARINE MAINTENANCE & LOGISTICS $1BILLION+ ANNUAL REVENUE IN FY26 10
Slide 13: What's Next?
For personal use only WHAT’S NEXT? MADER GROUP LTD
Slide 14: Strategic Plan Progress
STRATEGIC PLAN PROGRESS “As we enter the final year of our current five-year strategic plan, we are more determined than ever to achieve the ambitious goals we set four years ago.” Justin Nuich Executive Director & CEO For personal use only YEAR 1 YEAR 2 YEAR 3 YEAR 4 YEAR 5 NPAT TARGET: NPAT TARGET
Slide 15: High Growth Agenda
HIGH GROWTH AGENDA REVENUE GUIDANCE FOR FY26 IS EXPECTED TO BE AT LEAST $1B, DELIVERING AN NPAT OF AT LEAST $65M For personal use only 10 YEAR CAGR TARGETED ~30% $1,200 $70 $1B PATHWAY TO GROWTH IN REVENUE GROWTH $60 $1,000 $870M NET CASH NORTH AMERICA $50 TARGETING NET CASH A SIGNIFICANT PILLAR IN
Slide 16: Investment Case
INVESTMENT CASE $8.00 SHARE PRICE (ASX:MAD) $6.00 MARKET CAP SHARES ON ISSUE SHARE PRICE $4.00 $1.8B^ 203.5M* $8.99^ For personal use only $2.00 $- ^ As at market close on 30 October 2025. * Capital structure excludes 7.84m Performance Rights which are expected to vest in 2026. PROVEN DISRUPTIVE UNI
Slide 17: Important Notice & Disclaimer
IMPORTANT NOTICE & DISCLAIMER In this presentation, the terms “Mader”, “Mader Group” and the “Company” refer to Mader Group Limited (ACN 159 340 397) and, except where the context otherwise requires, its subsidiaries. This presentation has been prepared solely for the For personal use only purpose o