Austin Engineering Limited · ASX:ANG
Austin Engineering — Shareholder Meeting (November 2025)
24 slides from Austin Engineering's shareholder meeting presentation, Nov 6, 2025
Slide 1: AGM Presentation November 2025
For personal use only November 2025 AGM Presentation
Slide 2: Important Information
Important Information This presentation has been prepared by Austin Engineering Limited (ABN 60 078 480 136) (“Austin” or the “Company”). The information in this presentation should be read in conjunction with Austin’s continuous disclosure announcements. The information is of a general nature and h
Slide 3: Who We Are
Who We Are Austin designs and manufactures customised dump truck bodies, buckets, water tanks, tyre handlers, and other ancillary products used in the mining industry. For personal use only 50+ years 14 Engineering and manufacturing mining Partner final assembly equipment companies 6 1,616 Operating
Slide 4: What we do
What we do For personal use only Design-Led Solutions Customisation is our Standard Global Reach Local Focus Innovation that adds Value P4
Slide 5: Six truck tray types for different applications
Six truck tray types for different applications ULTIMA HPT For personal use only WESTECH JEC-LD WESTECH PREMIER JEC P5
Slide 6: Leading range of mining buckets for many applications
Leading range of mining buckets for many applications For personal use only P6
Slide 7: Where we are: workforce & facilities
Where we are workforce & facilities FY25 Total Workforce (employees and contractors) For personal use only Western Australia 126 Queensland 89 North America 228 South America 408 Indonesia 765 Total Workforce 1,616 P7
Slide 8: Smarter Payloads. Safer Operations.
SMARTER PAYLOADS. SAFER OPERATIONS. Real-time wear and condition data direct to your tablet or dashboard. ® Daustin
Slide 9: What is AustIQ?
What is ? AustIQ is a powerful application tool that enables complete through life asset For personal use only management at your fingertips Comprehensive Fleet Management System Buckets, Trays and GET Management Undercarriage Management Boom and Stick management Application Based Inspections and Sa
Slide 10: AustIQ: The Need and The Solution
The Need: A condition monitoring eco-system for HME wearables which will allow for: • More precise production planning and maintenance scheduling. For personal use only • Provide vital information for the asset replacement – timeline to replacement. The Solution: austIQ an advanced web-based platfor
Slide 11: Innovative Latching - The iTrip
Innovative Latching - The iTrip The Need: The Solution: The iTrip Dippers are replaced prematurely due to wear of key Eliminates wear of critical components. For personal use only components • Fitment of the iTrip ‘Equaliser and iTrip System’ to double component life. • A dipper campaign (hang time)
Slide 12: Innovative Latching - The iTrip Key Benefits
Innovative Latching - The iTrip For personal use only • 72% reduction in maintenance hours Key Benefits • Leading to increased safety • 49% saving in maintenance component costs • Compatible with all dipper makes P 12
Slide 13: Get Smarter with GET Supply – Powered by Bierwith Forge
Get Smarter with GET Supply – Powered by Bierwith Forge Dipper Lip & Hammerless GET Solutions. For personal use only Interchangeable tooth and shroud positions. Easier, faster, safer GET locking mechanism. P 13
Slide 14: FY25 Results Highlights - Statutory
FY25 Results Highlights - Statutory Strong annual revenue Revenue Operating Cashflow EPS EBITDA $376.7m $2.6m Up 3.6% For personal use only 50 Up 22% from $308m Compared to $35.5m 4.29c per share 43.5 45 41.7 EBITDA Full year fully 40 Working Capital franked dividend $41.7m $68.5m 32.5 35 Down 4.2%
Slide 15: Our 40-year journey - business delivering globally
Our 40-year journey - business delivering globally Brisbane, Australia Perth, Australia Casper, USA La Negra, Chile Batam, Indonesia Global Operation Mackay, Australia Batam and La Negra Casper, USA 1982 2004 2007 2009 2011 2017 2022 2023 2024 For personal use only Austin is founded Acquired JEC Acq
Slide 16: Group revenue up 22% - driven by North America
Group revenue up 22% - driven by North America 400 377 use only 350 308 • The Group’s revenue growth has been 300 driven by North America’s new facility 313 expansion and order book that saw A$M REVENUE 250 revenue increase by 54% to $147 million. 203 For personal 200 • APAC revenue grew by 4% to $1
Slide 17: Statutory EBITDA
Statutory EBITDA For personal use only 50.0 • FY25 underlying EBITDA down 4.2% year-on- 43.5 45.0 41.7 year 40.0 • APAC materially up on FY24, continuing to 32.5 35.0 leverage Indonesia’s production efficiency, improving bucket performance and AustBuy. 30.0 NPAT 25.0 • North America profit improved,
Slide 18: Strategy – doubling down in all areas
Strategy – success of the strategy means that we are doubling down in all areas • Investment in sales teams • Marketing activity increased Customer Focus including more trade shows For personal use only • Customer support personnel expanded in Australia 3 • Focus on delivering customised products to
Slide 19: Outlook & Guidance
For personal use only Outlook & Guidance P 19
Slide 20: FY26 Guidance
FY26 Guidance For personal use only • FY26 revenue of $370m - $380m Outlook • FY26 underlying EBIT of $30m - $34m P 20
Slide 21: FY26 Challenges and Immediate Actions
FY26 Challenges and Immediate Actions • Challenge – Commercial viability issues with OEM contract impacting Chile and Indonesia. • Action – Suspended further orders under contract pending improved terms. For personal use only • Challenge – Major Indonesian customer contract deferred to H2FY26 and so
Slide 22: Further FY26 Priorities
Further FY26 Priorities • Safety – focus on life saving controls, high potential incidents key leanings, field leadership and reduction in TRIFR. For personal use only • People – implement Lean Manufacturing education across business units, front line supervision training and staff engagement. • Ope
Slide 23: For personal use only
For personal usé only on Vy austin DESIGN MATTERS
Slide 24: 2025 Annual General Meeting - Thank you
For personal use only 2025 Annual General Meeting Thank you for attending – Please join us for tea and coffee austineng.com
Austin Engineering — Shareholder Meeting (November 2025) on 6ix