Srg Global Limited · ASX:SRG
Srg Global — Euroz Hartleys Investor Conference (March 2021)
10 slides from Srg Global's conference presentation, Mar 12, 2021
Slide 1: Euroz Hartleys Investor Presentation
For personal use only EUROZ HARTLEYS INVESTOR PRESENTATION DAVID MACGEORGE MANAGING DIRECTOR 1
Slide 2: About Us
ABOUT US For personal use only WHO WE ARE We’re a global engineering-led specialist asset services, mining services and construction group OUR OPERATING MODEL End-to-end solutions across the entire asset lifecycle OUR VISION The most sought-after specialist asset services, mining services and constr
Slide 3: SRG Global Snapshot
SRG GLOBAL SNAPSHOT SUMMARY SUBSTANTIAL HOLDERS For personal use only Shares on Issue 445.8m Perennial Value Investment 11.6% Share Price(1) $0.49 Mitsubishi UFG Financial Group, Inc 8.5% Market Capitalisation(1) $218m Board and Management 12.1% Net Assets $223m Note: (1) Share price and market capi
Slide 4: 1H FY21 Executive Summary
1H FY21 EXECUTIVE SUMMARY Revenue Up 6% to $283m (from 1H FY20) For personal use only EBITDA Up 32% to $20.5m (from 1H FY20) Net Cash Improved to $5.3m (from Net Debt of $8.4m as at 30 June 2020) Fully Franked Dividend Doubled to 1 cent per share in 1H FY21 (from 1H FY20) $750m of Contract
Slide 5: Executing the Growth Phase of Our Strategy
EXECUTING THE GROWTH PHASE OF OUR STRATEGY “Continuing to transition the business mix towards For personal use only annuity earnings” LEADERSHIP GROWTH Zero Harm / ESG industry leader and Step change growth in recurring recognised employer of choice Asset Services Key partner of choice in our spec
Slide 6: Asset Services in Action
ASSET SERVICES IN ACTION For personal use only Transpower NZ South32 Fortescue Metals (FMG) 3 Year Term Contract 8 Year Term Contract 5 Year Term Contract Transmission Tower Maintenance Refractory Services Multi-Disciplinary Services “20 year relationship” “Leveraging Site Presence / Capability” “Ac
Slide 7: Mining Services in Action
MINING SERVICES IN ACTION For personal use only Saracen / Northern Star Kalgoorlie Super Pit Innovation 5 Year Term Contract 5 Year Term Contract Semi Autonomous Drilling Production Drill & Blast Services Specialist Geotech Services Data Analytics “New Blue-Chip Client” “25 year history on site” “In
Slide 8: Construction in Action
CONSTRUCTION IN ACTION For personal use only 18% Fairbairn Dam Infinity Bridge Elizabeth Quay Sunwater, Queensland Dubai Road Transport Authority Multiplex / D&C Corporation Specialist Dam Anchoring Specialist Bridge Construction Specialist Facades and Structures “Water Infrastructure” “Transport In
Slide 9: Outlook
OUTLOOK Operating Segment Outlook For personal use only Asset Services delivering step change growth in diverse sectors with blue-chip clients Mining Services operating in high demand, high quality growth commodities Construction positively linked to Government Infrastructure stimulus programs
Slide 10: Investment Proposition
For personal use only INVESTMENT PROPOSITION End-to-end Diverse Annuity asset lifecycle market sectors / earnings capability geographies profile Strong Attractive Dividend growth valuation yield outlook multiples stock 10
SRG Global — Euroz Hartleys Investor Conference (March 2021) on 6ix