Mader Group Ltd · ASX:MAD
Mader — Bell Potter Unearthed Conference 2024
20 slides from Mader's conference presentation, Feb 12, 2024
Slide 1: Building to the First Billion
re: BUILDING TO THE FIRST BILLION ot a BELL POTTER UNEARTHED CONFERENCE MADER GROUP LIMITED | 12 FEBRUARY 2024 MADE. R
Slide 2: Disclaimer
For personal use only Disclaimer This presentation has been prepared by Mader Group Limited (ACN 159 340 397) ‘Mader’, ‘Mader Group” and the “Company’) and approved by the Board. The information contained in this presentation is for information purposes only. The information contained in this presen
Slide 3: Who We Are
Who We Are Mader is a leading global provider of specialist technical services across multiple industries. We are dedicated to helping customers enhance their operations through optimal asset performance. Global workforce 2,900+ Skilled employees Support vehicles 1,100+ Throughout the world Supporte
Slide 4: What We Do
FOr personal use O ae What We Do We deliver ‘tap on, tap off’ specialist services designed to help our customers make light work of heavy equipment maintenance. Globally 0 9 Diversified 26a0 OO oS Track record of replicating the business model in new addressable markets 100% organic growth Heavy Mob
Slide 5: High Growth Agenda
High Growth Agenda Current market conditions have provided Mader with the confidence to forecast FY24 revenue of at least S770m delivering NPAT of at least SSOm oO b Ry . Cl 2 Foundation Saw Bigeied 10 Year CAGR = growth in a s770m $60 laid for growth , c ear S Strong, flexible business North Americ
Slide 6: Geographical Diversification
For'personal use only Geographical Diversification MADER GROUP LIMITED
Slide 7: Multiple Beachheads to Target Growth
Multiple Beachheads to Target Growth nal use only $132.4m ApaTH AMERICA Customers @50+ Employees LL Revenue and customer data relates to Mader Group operations carried out in FY23. REST OF WORLD 7 Customers 20+ Employees $467.5m “OP AUSTRALIA 305+ Customers 2,400+ Employees 6]
Slide 8: North America Scaling Growth
% maven North America Scaling Growth Field Techs 400+ Customers 70 “4 USA & Canada Mader Energy launched to target energy sector Service Trucks 230+ vr States & Provinces 37 cerais Fully organic start-ups OEM Agnostic Mechanical Maintenance Unrestricted By State Borders & Franchise Limitations Commo
Slide 9: Building to the First Billion
Building to the first billion MADER GROUP LIMITED
Slide 10: The Building Blocks
The Building Blocks Resources & Minerals Infrastructure 500+ f -_- Maintenance Employees headed on a 2.2B RO M Processing Infrastructure ee overseas adventures through Sites engaged in FY23: 300+ Crushers, screens, conveyors, stackers the Global Pathways program fs, in FY23 ~) Total mines & projects
Slide 11: The Building Blocks: Energy Market, Transport & Logistics
The Building Blocks Energy Market is essential to the production and transportation of natural gas. The mechanical process is required at several stages, particularly in the upstream and midstream sectors Zs oh Production at the wellhead Storage & distribution will obe Gas processing facilities Tran
Slide 12: Unlocking Global Pathways
Unlocking Global Pathways is a program that connects skilled technicians with incredible opportunities across the world. Access to and the best technicians worldwide Zz Significant number of employees have already signed up to Two way transfers between underway
Slide 13: Taking It Up A Cog with Three Gears
TAKING IT UP A cog with… THREE GEARS For personal use only
Slide 14: Getting Started: Significant Revenue Streams
a mace —S- Jt Getting Started Significant Revenue Streams -LHe compounding effect of replicating our business model ip multiple significant addressable markets in parallel. Or personal use c nue of $1B- sable markets, ntinued replication of proven busi
Slide 15: Investment Case and Share Price
Investment Case Share Price Market Cap Shares Share Price $1.25B 200m $6.26 At market close i * At market close 9 February 2024 2 9 February 2024
Slide 16: Appendices
Appendices MADER GROUP LIMITED
Slide 17: Board of Directors
Board of Directors Luke Mader Founder & Executive Chair Founder of Mader, Luke is trade qualified with over 25 years’ experience in the mining services industry, Luke leads Mader's strategic growth and development and has built Mader into a leading global provider of specialist technical services ac
Slide 18: Our Services
Our Services METHOD OF CUSTOMER ENGAGEMENT Our selection of specialist services are designed to help customers make light work of heavy equipment maintenance © Typically % Multi-year CORE MECHANICAL SERVICES AEST TA freeware scopes Mobile Plant Maintenance ° agreements a io) a a ie) ie] ie] io] Rapi
Slide 19: Planning for the Future: Trade Upgrade Program
% Planning for the ture Our Trade Upgrade Program aims to bridge the skills gap. Through this initiative, we work closely with our industry partners >> to feed quality tradespeople into mining across Western Australia Cc jo) oO Yn >) © Cc oO Y = oO (OL . oO LL and Queensland. We are proud to have in
Slide 20: Tools for Life
Tools for Life aims to equip individuals and communities with the tools they need to build a better future and succeed in life. With a focus on , we are proud to be encouraging the future generation to identify available pathways and build sustainable careers within the industry. Got involved in the