Ipd Group Ltd · ASX:IPG
Ipd — ASX SMIDcaps Conference 2025
13 slides from Ipd's conference presentation, Sep 24, 2025
Slide 1: ASX SMIDcaps Conference
For personal use only ASX SMIDcaps Conference 24 September (ASX: IPG) 20 20 25 25
Slide 2: Important Notice & Disclaimer
Important Notice & Disclaimer No Reliance For personal use only The information contained in this document is not investment or financial product advice and is not intended to be relied upon as the basis for an investment decision, and is not, and should not be assumed to be, complete. The informati
Slide 3: What We'll Share Today
What We’ll Share Today For personal use only Agenda • Introduction - Who We Are • Our Vision & Market Position • FY25 Performance at a Glance • Key Market Growth Drivers • How We Are Executing on These Drivers • Our Strategy & Competitive Advantage Michael Sainsbury Executive Director & CEO • Why In
Slide 4: Who We Are
Who We Are A connected group supporting the energy transition For personal use only Complete electrical Manufacturer and Specialists in the Power distribution, energy engineering services for high distributor of electrical supply, modification, management, and and low voltage projects, cables, speci
Slide 5: Vision & Market Position
Vision & Market Position Our role in electrification, decarbonisation & infrastructure resilience For personal use only Electrification – delivering power distribution, Decarbonisation – enabling energy efficiency, Infrastructure resilience & growth – supporting automation & connectivity solutions.
Slide 6: FY25 Performance Snapshot
FY25 Performance Snapshot Strong performance underpins continued growth momentum For personal use only Revenue EBITDA $354.7m $46.4m Up 22.1% (PCP $290.4m) Up 19.3% (PCP $38.9m) NPAT Total Dividend $26.2m 12.6 cents Up 17.0% (PCP $22.4m) 16.7% Increase over FY24 IPD Group – ASX SMIDcaps Conference 6
Slide 7: Market Growth Drivers
Market Growth Drivers Structural growth drivers supporting long-term demand For personal use only Data Centre EV Market Energy IPD Expansion Acceleration Transition Opportunity • Capture capacity that • Car sales tripled since • Renewables integration • Supplying core electrical is expected to doubl
Slide 8: Executing on Growth Drivers Across Key Markets
Executing on Growth Drivers Across Key Markets IPD delivering in data centres, EV adoption and critical infrastructure For personal use only Amazon Data NRMA National EV Sydney Centres Charging Rollout Airport • Ongoing supply of power • Delivered 10 new EV charging • Secured turnkey HV electrical d
Slide 9: Disciplined Strategy to Drive Long-Term Growth
Disciplined Strategy to Drive Long-Term Growth Leveraging acquisitions, scalability and synergies across the Group For personal use only Growth Efficiency Sustainability • Expand in high-growth • Unlock synergies across • Enable customer markets: data centres, EV, operations and supply decarbonisati
Slide 10: Our Strategic Advantage
Our Strategic Advantage Built on global partnerships, product flexibility and technical excellence For personal use only Deep OEM Multi-Brand High-Touch OEM Multi-Brand Partnerships Strategy Technical Model Partnerships Strategy • Trusted • Reduces supply • Design relationships with risk and improve
Slide 11: Why Invest in IPD
Why Invest in IPD Positioned to capture long-term growth For personal use only Growth Proven Scalable Manufacturing Shareholder Markets Execution Model & Repairs Value Manufacturing tailored electrical products with ongoing support to Exposure to data centres, EV Proven execution across Breadth of p
Slide 12: Q&A
For personal use only Q&A 20 IPD Group – ASX SMIDcaps Conference 25 12
Slide 13: Thank you
For personal use only Thank you 20 IPD Group – ASX SMIDcaps Conference 25 13