Als Ltd. · ASX:ALQ
Als — Macquarie ESG Summit (July 2024)
13 slides from Als's conference presentation, Jul 24, 2024
Slide 1: Macquarie ESG Summit
For personal use only Macquarie ESG Summit Tim Kilmister | EGM Environmental July 2024
Slide 2: Important notice and disclaimer
Important notice and disclaimer This presentation has been prepared by ALS Limited, (ALS or the Company). It contains general information about the Company’s activities as at the date of the presentation. It is information given in summary form and does not purport to be complete. The distribution o
Slide 3: Environmental overview
Environmental overview Testing and monitoring of air, water, soil, marine sediment and biota. For personal use only • Second largest provider of environmental testing services globally1 • Organic growth ahead of peers and indicative of market share gains • Operational leverage through regional hub &
Slide 4: Local service, global footprint
Local service, global footprint For personal use only Singapore Environmental Townsville 176 locations in Santiago 37 countries Hamilton Environmental hub locations Satellite laboratories and service centres right solutions. right partner. © Copyright 2024 | ALS Limited 4
Slide 5: Supportive megatrends
Supportive megatrends For personal use only Infrastructure and Closure of Societal demand development landfills and for “cleaner” spend circular economy society Increased Emerging regulation and contaminants enforcement (PFAS) right solutions. right partner. © Copyright 2024 | ALS Limited 5
Slide 6: Strong revenue growth in Environmental
Strong revenue growth in Environmental For personal use only Environmental revenue Environmental revenue split: FY24 AUD $m Approximate $869m $757m $704m $625m Non-PFAS PFAS ~95% ~5% FY21 FY22 FY23 FY24 right solutions. right partner. © Copyright 2024 | ALS Limited 6
Slide 7: Updated value creation framework
Updated value creation framework Prioritising risk weighted capital to protect, extend and expand the portfolio Re-focused growth + + + For personal use only aligned to strategic Organic and Operational Selective and 1 pillars and capital framework + innovation led growth improvements Cash generatio
Slide 8: Recent Environmental acquisitions
Recent Environmental acquisitions York For personal use only • Integration and transition of York to ALS Way on track. • Strong focus on harmonisation of ALS standardised methods and equipment across broader USA business – sharing best practice. • Corporate shared services actively working on system
Slide 9: PFAS represents accelerated growth opportunity
PFAS represents accelerated growth opportunity A global market with continuing evolution of PFAS regulation Regulatory tailwinds For personal use only • Health risks associated with PFAS as a toxic forever chemical supporting increasing EU 2020/2184 EU Drinking regulation and enforcement. Water Dire
Slide 10: PFAS testing presence across key regions
PFAS testing presence across key regions ALS PFAS testing For personal use only locations • PFAS hub location in all regions (6) • 25 PFAS laboratories globally • Matrices; Soil, water, air, biota, tissue, food, food packaging, building materials • Testing; target (52 analytes), non- targeted, Total
Slide 11: Investing to capture PFAS testing demand
Investing to capture PFAS testing demand • ALS has the experience, expertise and scale to analyse for complex suites of PFAS analytes globally For personal use only PFAS with accredited methods. testing at ALS • Pioneers of PFAS testing with one of the largest PFAS testing laboratory networks global
Slide 12: Questions
For personal use only Questions
Slide 13: For personal use only
For personal use only right solutions. right partner. © Copyright 2022 | ALS Limited 13