Sks Technologies Group Limited · ASX:SKS
Sks Technologies — Rapid Insights Conference 2025
22 slides from Sks Technologies's conference presentation, May 22, 2025
Slide 1: Rapid Insights Conference
22 MAY 2025 Rapid Insights Conference
Slide 2: Disclaimer
Disclaimer The material contained in this document is a presentation of Technologies Group. These forward-looking statements are general information about SKS Technologies’ activities based on estimates, projections and assumptions made by the current as at the date of this presentation. It is provi
Slide 3: Who We Are
Who We Are ASX:SKS 7 950+ Publicly listed Locations nationally Staff nationally 2,500+ ~$260M 100+ Projects completed 2024 FY25 revenue guidance Service/maintenance vehicles Electrical Technologies and Digital Infrastructure Specialists 3
Slide 4: Diversified Service Offering
Diversified Service Offering Electrical Communications Solutions Electrical design and engineering Design and installation of copper and fibre services structured cabling systems High voltage systems Wireless access networks and surveys Switchboard and metering Smart buildings and conver
Slide 5: Market Sectors
Market Sectors Data centres Retail & technology Sports, entertainment Mining & resources & hospitality Banking & finance Airports & airlines Corporate Government Manufacturing Education Healthcare Defence & aged care Rail, transport, Utilities & smart buildings logistics & warehousing 5
Slide 6: 1H25 Highlights Show Continued Increase in Momentum
1H25 Highlights Show Continued Increase in Momentum Sales revenue ($M) EBITDA ($M) NPBT ($M) NPAT ($M) 72.1% CAGR 74.4% CAGR 88.6% CAGR 71.9% CAGR 115.94 8.37 5.78 9.81 53.66 43.83 1.35 1.82 2.99 0.66 28.17 0.66 0.93 1.82 0.41 13.21 1.06 1.52 1.54 0.41 1H21 1H22 1H23 1H24 1H25 1H21 1H22 1H23 1H24 1H
Slide 7: 1H25 Cash and Debt Analysis
1H25 Cash and Debt Analysis Cash flows from ops ($M) Cash on hand ($M) Working capital ($M) Return on cap employed (%) 82.1% CAGR 107.9% CAGR 19.63 18.99 9.85 34.8% 21.5% 17.2% 1.73 1.05 0.21 0.90 -0.45 -0.45 -0.24 0.55 3.80 0.05 1.65 9.2% 0.26 1H21 1H22 1H23 1H24 1H25 1H21 1H22 1H23 1H24 1H25 1H21
Slide 8: Continued Growth in Traditional Revenue Base
Continued Growth in Traditional Revenue Base FY23 sales revenue FY24 sales revenue 1H25 sales revenue Data centre Data centre Traditional revenue revenue SKS revenue $31M $58.7M $83M 26.5% $105M 14.4% vs 1H24 $57.2M SKS Technologies’ traditional business of converged AV/IT, electrical and In 12 mont
Slide 9: Growth Consolidation
Dual Strategic Focus The priority is to embed an increasingly sophisticated operating base to support continuing rapid levels of planned organic growth. Consolidation Growth • Focus on recruiting the right people • Pursue core growth organically • Providing training programs for employees that 1. 1.
Slide 10: 59% Compound Annual Growth Since 1H21
59% Compound Annual Growth Since 1H21 Work on hand by sector* (%) Total work on hand* ($M) Sports, Entertainment & Hospitality 0.20% 59.1% CAGR Government 220 Banking & Finance 6.73% Aged Care & 1.12% Healthcare 2.69% Education Utilities & Smart 3.02% Buildings 0.12% 174 Mining & Defence Resources 4
Slide 11: Unabating Pipeline Of Opportunities
Unabating Pipeline Of Opportunities SKS Technologies continues to win new and extended Data Centres & Technology $270,280,105 data centre contracts, such Corporate $70,516,836 as the recently announced $100 million project with Government $48,338,591 Erilyan Group. The Retail $19,547,053 conversion
Slide 12: SKS Indigenous Technologies Growth Since Inception
SKS Indigenous Technologies Growth Since Inception SKS Indigenous Technologies offers a range of employment opportunities for Indigenous people as well as valuable markets for our business. Operations commence Work on hand builds National operations established • Achieved Supply Nation accreditation
Slide 13: FY25 Guidance and Outlook
FY25 Guidance and Outlook FY25 Revenue: ~$260M Unrelenting PBT: Enhanced Enhanced market $18M+ operating operating demand platform platform Strong demand across all market sectors, with Work force, systems and significant and process evolving as the accelerating growth forecasts Strong business expa
Slide 14: Appendices
Appendices 1. Company snapshot 2. Key financial metrics 3. Historical profit & loss 4. Historical balance sheet 5. Historical cash flows 14
Slide 15: Company Snapshot
Company Snapshot SKS Share Price (Closing) Chart* 2.30 1.90 1.50 1.10 0.70 0.30 May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Directors and Executives Market Information * Share Register Composition * Peter Jinks Executive Chairman Shares on Issue 113,069,879 Other Shareholders Greg Jinks Exec
Slide 16: Key Financial Metrics
Key Financial Metrics 1H25 1H24 1H23 FY24 FY23 FY22 Earnings per share (EPS) 5.16 cents 1.66 cents 0.37 cents 6.04 cents 0.58 cents 2.80 cents Dividend per share 1.0 cents - - 1.0 cents 0.2 cents 0.25 cents Return on Equity (ROE) 33.2% 15.0% 7.7% 54.5% 11.5% 59.6% Return on capital e
Slide 17: Historical Profit & Loss By Full Year
Historical Profit & Loss By Full Year (from continuing operations) A$000s FY24 FY23 FY22 FY21 FY20* Revenue & other income Sales 136,309.2 83,268.1 67,288.4 35,599.2 26,551.1 Other income 208.4 902.3 1,838.0 1,469.3 838.7 Total Revenue & other income 136,517.6 84,179.4 69,126.4 37,068.5 27,389.9 Ex
Slide 18: Historical Balance Sheet By Half Year
Historical Balance Sheet By Half Year A$000s 1H25 1H24 1H23 1H22 1H21 A$000s 1H25 1H24 1H23 1H22 1H21 Current liabilities Trade & Current assets Cash 45,880.4 19,883.2 16,236.3 10,376.9 6,161.4 19,626.9 897.7 206.7 52.3 1,051.5 other payables & equivalents Borrowings - - 3,814.8 209.0 - Trade & 41,6
Slide 19: Historical Balance Sheet By Full Year
Historical Balance Sheet By Full Year A$000s FY24 FY23 FY22 FY21 FY20* A$000s FY24 FY23 FY22 FY21 FY20* Current liabilities Trade & 36,838.7 14,174.5 15,720.7 11,230.9 5,890.9 Current assets other payables Cash & equivalents 3,366.7 8.6 39.5 109.2 229.0 Borrowings - 1,761.3 2,664.0 - 1,401.6 Trade &
Slide 20: Historical Cash Flows By Half Year
Historical Cash Flows By Half Year A$000s 1H25 1H24 1H23 1H22 1H21 A$000s 1H25 1H24 1H23 1H22 1H21 Cash Receipts 146,642. Cash flows from financing 59,341.5 48,037.8 31,786.7 16,229.4 flows from operations from customers 8 (Payments to) / proceeds (18.7) (1.0) (1.4) - - Receipts from issue of option
Slide 21: Historical Cash Flows By Full Year
Historical Cash Flows By Full Year A$000s FY24 FY023 FY22 FY21 FY20* A$000s FY24 FY23 FY22 FY21 FY20* Cash flows from operations Cash Receipts from customers 132,856.5 94,433.5 64.903.1 34,694.9 44,338.8 (Payments to) flows from finaancing / proceeds from issue (3.7) (1.4) (12.9) (8.9) 500.3 Receipt
Slide 22: Further Information
Further Information Investor Inquiries Matthew Jinks, CEO Gary Beaton, CFO (03) 9289 5000 investors@sks.com.au
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