Scidev Ltd · ASX:SDV
Scidev — Shareholder Meeting (November 2024)
14 slides from Scidev's shareholder meeting presentation, Nov 21, 2024
Slide 1: 2024 AGM: CEO Address
ASX Announcement 21 November 2024 2024 AGM: CEO Address I am pleased to be here and share with you the substantial progress we’ve made in FY24, SciDev’s For personal use only most significant year to date. I would first like to thank our Board for their ongoing support. The success of any business i
Slide 2: CEO Address: segment performance and operations
To illustrate our steep trajectory over the past few years, in 2018, we generated $2.2m in revenue. In FY24, this grew to $109.2m. Given the strength of our technologies, balance sheet health, and the extent of our addressable markets, we are confident we can continue this growth journey. While our
Slide 3: CEO Address: strategy and FY25 outlook
At our core, we are a diversified portfolio of water-centric businesses and see true strength in this diversification. The markets we have chosen to operate in share common traits: they are water-centric, growing addressable markets, have strong regulatory tailwinds, and require technology-driven so
Slide 4: For Further Information
For Further Information Corporate Seán Halpin – Chief Executive Officer Anna Hooper – Chief Financial Officer +61 2 9622 5185 The Board of SciDev Limited authorises this announcement. About SciDev SciDev is a leader in environmental solutions focused on water-intensive industries. Our solutions allo
Slide 5: Annual General Meeting
For personal use only Annual General Meeting 2024 21 NOVEMBER 2024 Seán Halpin CHIEF EXECUTIVE OFFICER SciDev Ltd | Investor Presentation November 2024 1
Slide 6: SciDev Snapshot
SciDev Snapshot SCIDEV BOARD For personal use only Corporate overview ASX code SDV Market cap (at $0.49 per share) A$93.0m Vaughan Busby Jon Gourlay Dan O’Toole Mike Utsler Simone Watt Heath Roberts Non-executive Non-executive Non-executive Non-executive Non-executive Company Shares on issue 189.9m
Slide 7: FY24 Financial Highlights
FY24 Financial Highlights Strong growth through effective execution of the Group’s strategy For personal use only $109.2M $8.8m $6.5m Revenue up 22% EBITDA up 117% Operating cash flow up 35% $2.2m $3.3m 1.15cps NPAT FY23 loss of $0.1m Free cash flow before Earnings per share business acquisition FY2
Slide 8: SciDev's Evolution
SciDev’s Evolution Sustainable and consistent earnings year on year For personal use only Revenue ($m) Underlying EBITDA ($m) 109 8.8 90 56 4.1 1.9 FY22 FY23 FY24 FY22 FY23 FY24 Operating Cashflow $m NPAT ($m) 2.2 6.5 4.8 -0.3 -0.6 -1.3 FY22 FY23 FY24 FY22 FY23 FY24 SciDev Ltd | Investor Presentatio
Slide 9: Segment Performance
Segment Performance Solid revenue growth across business units For personal use only Chemical Services Water Technologies Growth Growth +11% +88% 87 22 78 12 12 44 40 18 FY20 FY21 FY22 FY23 FY24 FY22 FY23 FY24 SciDev Ltd | Investor Presentation November 2024 5
Slide 10: FY24 Operational Highlights
FY24 Operational Highlights Increasing market penetration and acceptance of SciDev’s core technologies For personal use only 88% Growth of Water Technologies business driven by increase in domestic market penetration, growth in average contract value & uplift in D&C wins. Nuoer SciDev JV Pte Ltd inc
Slide 11: FY24 Drivers of Growth
FY24 Drivers of Growth Disciplined financial & operational approach For personal use only Chemistry profit Water growth improvement Record growth Disciplined supported by via increased via greater Investment in approach to new D&C Expanding acceptance of customer resourcing to capital projects and g
Slide 12: Strategic Market Focus – Where we will play
Strategic Market Focus – Where we will play Diversified portfolio of industry leading, water-centric businesses For personal use only Growing global addressable markets. Industrial & government clients. Technology driven solutions. 1 2 3 4 Water treatment Speciality water PFAS remediation Industrial
Slide 13: Strategy for Growth – How we will win
Strategy for Growth – How we will win Diversified Winning Aspiration Portfolio of For personal use only Industry Leading Water-Centric Businesses 1 2 3 4 Global markets Water Speciality PFAS Industrial Treatment Water Remediation Water Technologies Chemistries Processes Operating Model Group & Owner
Slide 14: Outlook
Outlook Continuing momentum in core business, while investing in growth opportunities For personal use only Strong balance sheet, well positioned to support organic growth: $10m Finance facilities agreement with Westpac provide balances sheet flexibility to drive growth. Continuing to diversify our