Slide 1: HY26 Results Investor Presentation
SCOTT TECHNOLOGY LIMITED HY26 RESULTS Investor Presentation 15 April 2026
Slide 2: Key messages
Key messages Solid 7% EBITDA growth: Solid performance in the half, whilst putting in the building blocks for long term growth Destination 2030: We have been building the systems and capabilities to scale into FY30 growth Diversification: MHL (+21% revenue) and Mining (+9%) offset by delayed custome
Slide 3: HY26 Business Performance
HY26 Business Performance Scott Technology Limited: HY26 Results | 3
Slide 4: HY26 Business Highlights
HY26 Business Highlights HY26 EBITDA grew 7% to $13.0m. Growth Destination 2030 strategy release – Scott’s underpinned by Mining, MHL another strong plan for sustainable profitable growth centered period for our Service business now around a customer-first mindset. contributing 33% of total revenue
Slide 5: HY26 Performance Snapshot
HY26 Performance Snapshot HY26 Revenue Group Margin Performance Reported EBITDA $128m +5% 29% 0 PTS $13.0m +7% HY25 $122m HY25 29% HY25 $12.2m Service Revenue Contribution Forward Work* Underlying Earnings Per Share (Cents)** 5.2 cents HY25 5.4 33% +2 $177m +8% Dividends Per Share (Cents) HY25 31% P
Slide 6: Health and Safety
Health and Safety In FY26, Scott will strengthen control of critical risks and embed a consistent global HSWE system Critical Risk Management System Transformation • Defined Group Critical Risks across all operations • Development of the Group HSWE Standards (global framework) • Rolling out Critical
Slide 7: Strategy Update Destination 2030
Strategy Update Destination 2030 Scott Technology Limited: HY26 Results | 7
Slide 8: Destination 2030: Customer led purpose
Destination 2030: Customer led purpose Customer First We provide our customers exceptional value by understanding and removing pain points to Our vision is to be the trusted improve performance. partner that puts our customers first One Scott fostering lasting partnerships that Our globally aligned
Slide 9: Destination 2030: Foundations Established, Execution Underway
Destination 2030: Foundations Established, Execution Underway What we’ve said, and what we’ve done → built the core enablers of Destination 2030 and now ready to scale the business Current Short term Medium term (foundation for scale) (strategic execution) (next phase of growth) ✓ Target focus estab
Slide 10: HY26 Financial Performance
HY26 Financial Performance Scott Technology Limited: HY26 Results | 10
Slide 11: Group Performance Metrics
Group Performance Metrics Group revenue over time ($m) Sales and service revenue split over time ($m) Group net margin % over time 141 141 2 128 127 128 127 122 19 122 0 29% 29% 114 10 114 37 10 0 14 33 18 26 43 20 26 27 37 23 10 17 Service 26% 26% 31 28 Sales 18 30 34 104 31 87 93 84 86 23% 63 64 4
Slide 12: Group revenue: growth led by Mining and MHL, service momentum continuing
Group revenue: growth led by Mining and MHL, service momentum continuing Group revenue over time ($m) +5% revenue growth for HY26: 141 • MHL +21% growth: MHL entered the year with a solid 2 128 forward workbook from both existing and new 127 19 122 0 customers, while the JBS Brooks project in Canada
Slide 13: EBITDA performance over time
EBITDA performance over time Reported EBITDA and EBITDA % ($m) •EBITDA increased to $13.0m, +7% on the prior period, 16.0 16.0% reflecting revenue growth, stable margins and continued cost discipline 14.0 14.0% •Net margin remained at 29%, consistent with recent 12.0 highs and aligned with our strat
Slide 14: Stable earnings reflects EBITDA growth and normalizing below-the-line items
Stable earnings reflects EBITDA growth and normalizing below the-line-items Net profit after tax ($m) • Net profit was broadly stable on the prior period, with EBITDA growth partially offset by normalization of below- 0.9 0.5 the-line items -0.3 4.5 4.3 -0.2 • Increased depreciation with recent capi
Slide 15: Disciplined cash and capital management supporting future growth and innovation
Disciplined cash and capital management supporting future growth and innovation Operating Cashflow ($m) 26.0 • Operating cash flow remained positive, albeit lower than 14.5 the prior period, reflecting project timing and working 6.1 capital movements • We continue to maintain a strong focus on worki
Slide 16: Domain Highlights
Domain Highlights Scott Technology Limited: HY26 Results | 16
Slide 17: HY26 Domain Summary
HY26 Domain Summary Materials Handling Protein Mining Appliances $65m +21% $28m -8% $26m +9% $10m -28% HY26 Revenue HY26 Revenue HY26 Revenue HY26 Revenue 26% +3 30% -5 37% +2 28% -4 Net Margin PTS Net Margin PTS Net Margin PTS Net Margin PTS 28% Service % of 55% 30% Service % of 15% +0 Service % of
Slide 18: Materials Handling: Execution, service growth and new wins driving growth
Materials Handling: Execution, service growth and new wins driving growth Revenue (NZ$m) 62.7 64.5 • Growth driven by good execution on opening forward order 53.3 7.8 book and service growth of 19% following several periods 9.0 46.5 6.9 8.2 of strong equipment sales and strategic focus 15.0 33.5 9.1
Slide 19: Protein: Delayed customer investments drives soft half, key wins lead to an improved H2
Protein: Delayed customer investments drives soft half, key wins lead to an improved H2 Revenue (NZ$m) • Protein performance was down in the first half, and softer than 34.4 what we anticipated, primarily due to delayed customer capital 31.3 31.3 30.5 2.6 28.0 investment decisions and BladeStop volu
Slide 20: Mining: Record standard product sales with favourable conditions and new strategy
Mining: Record standard product sales with favourable conditions and new strategy Revenue (NZ$m) • Growth driven through Rocklabs standard equipment supported 25.6 25.5 by favourable gold prices and execution on strategy. This was 23.4 0.4 3.1 0.7 1.1 partly offset by cycling large MRL project and t
Slide 21: Appliances: Lower first half revenue with improved second half setup
Appliances: Lower first half revenue with improved second half setup Revenue (NZ$m) • Softer Appliances performance reflects the cycling of large 18.5 19.2 prior-year projects, resulting in lower first half revenue 14.1 • Execution on current projects remains solid, however phase of 10.4 10.2 projec
Slide 22: Looking Forward
Looking Forward Scott Technology Limited: HY26 Results | 22
Slide 23: Key recent wins drives continued growth in forward work
Key recent wins drives continued growth in forward work Snapshot of forward work over-time ($m) • Positive trend in forward work continues • Key recent project wins across MHL, Protein and 191 195 Appliances drives growth 184 16 177 19 165 169 161 160 19 24 • Wins include $40m of contracts across th
Slide 24: Recent contract wins
Recent contract wins • MHL: Secured $40m in new contracts across end-of-line automation and Automated Guided Vehicles: • Multiple end-of-line automation contracts comprising of PepsiCo, Danone, Bakker, Essity, EMPWR and MHL’s first project in Australia with Farm Frites, supporting the Domain’s strat
Slide 25: Market outlook
Market outlook • Improved operating leverage and earnings anticipated through H2 • Performance expected to be positively weighted to H2, as we saw in FY25. Confidence driven by project timing, recent contract wins and typical order patterns in certain segments • Assumption recent geopolitical events
Slide 26: Closing Comments
Closing Comments Delivered 7% EBITDA growth while continuing to invest for long-term scale Advanced Destination 2030, strengthening the business for future growth Diversification delivered, with MHL and Mining offsetting softer Protein conditions Maintained strong 29% margins, supported by higher-qu
Slide 27: Questions
Questions Scott Technology Limited: HY26 Results | 27
Slide 28: Thank You
Thank You Scott Technology Limited: HY26 Results | 28