Monadelphous Group Limited · ASX:MND
Monadelphous — FY2026 Earnings Presentation
20 slides from Monadelphous's earnings presentation, Aug 25, 2026
Slide 1: 2026 Full Year Results
2026 Full Year Results 25 August 2026
Slide 2: Monadelphous Profile
Monadelphous Profile *At 30 June 2026. Monadelphous 2026 Full Year Results 2
Slide 3: 2026 Group Performance and Highlights
2026 Group Performance and Highlights REVENUE FROM CONTRACTS WITH CUSTOMERS 1 Revenue by end customer Revenue by division ($m) $2.98 BILLION Energy 37% 31.5% Iron ore 32% Engineering 1,374.0 Construction Other minerals 13% 925.3 $127.3 NET PROFIT AFTER TAX Renewable energy 7% Maintenance MILLION Ene
Slide 4: Contracts Secured
Contracts Secured NEW CONTRACTS AND EXTENSIONS $2.7 BILLION Refer to Appendices for contract details. Monadelphous 2026 Full Year Results 4 2026 Full Year Results 4
Slide 5: Sustainability: People
Sustainability People 10,000 8,000 6,000 4,000 2,000 0 HY24 FY24 HY25 FY25 HY26 FY26 Corporate Employees Maintenance & Industrial Services Engineering Construction Subcontractors Employees Employees • Record total workforce of 9,365 • Ongoing focus on employee development, early career programs and
Slide 6: Sustainability: Safety and Wellbeing
Sustainability Safety and Wellbeing 6 4 3.57 2 TRIFR 0.49 HPIFR 0.22 0 LTIFR HY24 FY24 HY25 FY25 HY26 FY26 • Solid improvement in safety performance, TRIFR reduced by 19 per cent • High potential incident frequency rate at historically low level • Engaged workforce to increase awareness of fatal ris
Slide 7: Sustainability: Diversity and Inclusion, Community and Environment
Sustainability Diversity and Inclusion, Community and Environment ABORIGINAL AND TORRES STRAIT ISLANDER $40 INDIGENOUS BUSINESS SPEND WORKFORCE PARTICIPATION 3.2% MILLION 7% above target 42% • Launched new Stretch Reconciliation Action Plan (RAP) • Delivered meaningful employment and development opp
Slide 8: 2026 Divisional Highlights: Engineering Construction
2026 Divisional Highlights Engineering Construction Revenue by end customer Revenue ($m) Iron ore 42% Energy 23% Renewable energy 14% 1,374.0 Energy transition 925.3 48% metals 9% Other minerals 8% Infrastructure 4% FY25 FY26 • Strong demand across iron ore and energy sectors • Greater revenue from
Slide 9: 2026 Divisional Highlights: Maintenance & Industrial Services
2026 Divisional Highlights Maintenance & Industrial Services Revenue by end customer Revenue ($m) Energy 49% Iron ore 23% Other minerals 18% 1,615.0 Infrastructure 6% 1,346.4 20% Energy transition metals 4% FY25 FY26 • Strong demand for maintenance services, particularly in energy and iron ore • Sec
Slide 10: Financial Snapshot
Financial Snapshot YEAR ENDED 30 JUNE FY26 FY25 CHANGE Revenue from contracts with customers1 $M 2,980.1 2,265.9 31.5% Engineering Construction1 $M 1,374.0 925.3 48.5% Maintenance & Industrial Services $M 1,615.0 1,346.4 20.0% Internal Eliminations $M (8.9) (5.8) EBITDA2 $M 226.0 158.2 42.9% EBITDA
Slide 11: Industry Outlook - Australia
Industry Outlook - Australia 40 Resources Capex A$b 20 Energy (O&G) Capex A$b 35 18 16 30 14 Energy transition 25 metals 12 20 10 Iron ore 8 15 6 10 4 Other minerals 5 2 0 0 2026f 2027f 2028f 2029f 2030f 2026f 2027f 2028f 2029f 2030f Source: Oxford Economics, ABS (May 2026) Source: Oxford Economics,
Slide 12: Australia's Energy Transition
Australia’s Energy Transition Monadelphous is well positioned for opportunities driven by the energy transition Monadelphous 2026 Full Year Results 12
Slide 13: Outlook
Outlook • Strong long-term outlook across resources and energy sectors • Iron ore sector to continue investing in new projects and existing operations to maintain production • Strengthening demand for energy transition metals • Energy sector supported by multiple gas construction projects and high d
Slide 14: Appendices
Appendices Name of document 14
Slide 15: Contracts Secured - Detail
Contracts Secured - Detail Engineering Construction Market Sector 1 1 BHP – Construction of new Car Dumper 6 and supporting materials handling facilities associated with Port Debottlenecking Project 2 Iron Ore 2 BHP – Multidisciplinary construction services associated with Jimblebar Train Load Out R
Slide 16: Contracts Secured - Detail
Contracts Secured - Detail Maintenance and Industrial Services Market Sector 1 BHP – Construction and installation of acid plant cooling towers at Olympic Dam mine Copper, Gold, Uranium 2 BHP – Maintenance services across BHP’s Pilbara iron ore operations Iron Ore 3 BHP – Mechanical and electrical m
Slide 17: Engineering Construction Major Projects 2026
Engineering Construction Major Projects 2026 Market Sector Location BHP – Car Dumper Renewal Program – Civil and SMPE&I works Iron Ore Port Hedland, WA BHP – Jimblebar Train Load Out Replacement Project – Earthworks, civil, SMPE&I, fabrication and procurement Iron Ore Newman, WA BHP – Prominent Hill
Slide 18: Maintenance & Industrial Services Major Contracts 2026
Maintenance & Industrial Services Major Contracts 2026 Market Sector Location Alinta – Outage, maintenance labour and scaffolding at Loy Yang B power station Power Traralgon, VIC BHP – Mt Arthur Coal – Shutdown maintenance and minor projects Coal Hunter Valley, NSW BHP – Olympic Dam – Maintenance an
Slide 19: Notes to Financials
Notes to Financials Reconciliation of total revenue from contracts with customers FY26 FY25 including joint ventures to statutory revenue from contracts with $M $M customers (unaudited) Non-IFRS Financial Information Total revenue from contracts with customers including joint ventures 2,980.1 2,265.
Slide 20: Disclaimer & Important Notice
Disclaimer & Important Notice This presentation provides summary information about Monadelphous Group Limited (Monadelphous). It is intended for general information purposes only and does not purport to be complete. The information in this presentation is current only as at the date of this presenta