Slide 1: Investor Presentation: Next Stage of Growth
For personal use only Investor Presentation Next Stage of Growth June 2020
Slide 2: Disclaimer
Disclaimer For personal use only This presentation contains summary information about MCS Security Group Pty Ltd (“MCS”) and its activities and it is not intended for general circulation or publication and it cannot be reproduced without the prior written consent of MCS. It is not an admission docum
Slide 3: Company Overview
Company Overview For personal use only MCS Security (ASX:MSG) provides asset security at large commercial properties, retail shopping centres, sporting stadiums, concerts and other ASX Code MSG events Board and Management 19% Ownership Listed on ASX in 2015 we are one of the largest independent secu
Slide 4: Business Model & Market Opportunity
Business Model & Market Opportunity For personal use only MSG operates in the private security market in Australia, a large & growing market estimated to be worth $5b per annum with diverse sub sectors and verticals Our current key focus is the deployment of security personnel for clients at commerc
Slide 5: Where We Are Today
Where We Are Today For personal use only We have delivered average annual revenue growth of 10% since listing in 2015 through organic growth in WA and one bolt-on acquisition The security business has a long history of profitability and is highly cash generative. We continue to progress towards sust
Slide 6: Impact of COVID-19
Impact of COVID-19 For personal use only No material impact to our shopping centre workflows in the March quarter. In April we were notified of reduced rostering requirements from some of our customers Event security impacted by cancellations of rugby, soccer and music events. The revenue impact is
Slide 7: Where We Are Going
For personal use only Where We Are Going Group Vision Build an integrated security and professional services provider with national presence, multiple synergistic verticals, consistent profitability and high cash flow generation
Slide 8: How We Will Get There
How We Will Get There For personal use only Continued organic revenue growth in line with that achieved since listing Expansion to East Coast market. Much of the investment required to expand to East Coast (e.g. licences in NSW, VIC & ACT) has already been made. Acquisitions are a key focus for East
Slide 9: Investment Overview
Investment Overview For personal use only Market cap of $4.5m for a business with c.$25m of annual revenues, a track record of growth and positive cash flows The business has performed very well through COVID-19. Well positioned to navigate current market conditions and emerge stronger as lockdowns