Mayfield Group Holdings Limited · ASX:MYG
Mayfield — Shareholder Meeting (October 2025)
23 slides from Mayfield's shareholder meeting presentation, Oct 23, 2025
Slide 1: Powering Australia's AI-Driven Future Through Innovative Electrical Infrastructure Solutions
For personal use only Powering Australia's AI-Driven Future Through Innovative Electrical Infrastructure Solutions AGM Presentation | October 2025 1
Slide 2: We are the essential enablers of Australia's electrified future
We are the essential enablers of Australia’s electrified future For personal use only While the world focuses on new technologies, such as solar farms, high-speed data networks, and electric vehicles, we build the fundamental infrastructure that makes them work. Our business is built on a simple tru
Slide 3: Mayfield is involved across the Key Phases of the Electrification Journey
Mayfield is involved across the Key Phases of the Electrification Journey Design → Install → Service & Maintain → Modernise → Replace For personal use only 3
Slide 4: History
History • Established in 1936 as F.R. Mayfield Pty Ltd, a For personal use only South Australian switchboard builder serving oil and gas, mining, and processing industries • 80+ years building a reputation for dependability and technical expertise in Australia's most demanding electrical environment
Slide 5: The Essential Infrastructure Behind Australia's Progress
The Essential Infrastructure Behind Australia's Progress Mayfield Group Holdings (ASX: MYG) Australia's leading For personal use only manufacturer and service provider of critical electrical infrastructure Brisbane Capital Structure ASX Code MYG Perth ASX Share Price $ 1.651 Adelaide Sydney IPO Date
Slide 6: FY25 Performance
6 For personal use only FY25 Performance
Slide 7: FY25 Financial Snapshot
FY25 Financial Snapshot For personal use only Revenue: EBITDA: Profit Before Tax: Net Profit After Tax: $118.1M $11.5M $9.9M $6.8M (↑37.9% from FY24: (↑73% from FY24: $6.65m) (↑more than doubled from (↑32% from FY24: $5.1m) $85.7m) FY24) Strong Cash Position: Total dividends: Manufacturing Revenue S
Slide 8: FY25 Operational Highlights
FY25 Operational Highlights • Order Book: $115 million with $850 million near-term prospects as at 30th Sep 2025 For personal use only • Margin Enhancement: Achieved as project risk profiles matured and operational efficiencies delivered cost reductions • Data Centre Expansion: AI infrastructure pro
Slide 9: Our Business
9 For personal use only Our Business
Slide 10: Delivering Profitable Growth & Returns
Delivering Profitable Growth & Returns Revenue Growth ($m) EBITDA Performance & Margin For personal use only 140 14 12 120 12 10 100 10 8 80 8 6 60 6 4 4 40 2 2 20 0 0 0 FY2023 FY2024 FY2025 FY2023 FY2024 FY2025 EBITDA ($m) EBITDA Margin (%) 2025 Dividend Work Won / Order Book ($m) Dividend Track Re
Slide 11: Why Invest in Mayfield?
Why Invest in Mayfield? • Exceptional Growth Trajectory • 38% revenue growth FY24-FY25 from $85.7M to $118.1M For personal use only • 73% EBITDA growth FY24-FY25 with expanding margins (7.76% to 9.74%) • Massive Market Opportunity • $965M pipeline opportunity ($115m Order Book + $850m in near-term p
Slide 12: Transformational Value Creation
Transformational Value Creation For personal use only Mayfield’s transformation has been driven by successful investment and optimisation to unlock value and provide a strong foundation for growth across Australia’s buoyant data, electrification and critical control and communications sectors. Our s
Slide 13: The 3-Pillar Strategy
The 3-Pillar Strategy For personal use only Pillar 1: Pillar 2: Pillar 3: Manufacture Product Solutions Critical Control & Communications • Ongoing demand for • Comprehensive power • High-growth market switchboards portfolio opportunity • Infrastructure scaled • National service capability • Leverag
Slide 14: Our Integrated Ecosystem
Our Integrated Ecosystem We are not a single-product company. We are a total solutions provider, building For personal use only and maintaining the foundational systems that power Australia's future. Mayfield Industries BE Switchcraft ATI Australia Power Parameters • Designs, manufactures, • This re
Slide 15: Balanced Portfolio Across High-Growth Sectors
Balanced Portfolio Across High-Growth Sectors For personal use only Energy & Resources & Defence & Data Centres Infrastructure Renewables Mining Government • AI driving • Grid-scale solar & • Mine site • DISP accredited • Hospitals, airports, unprecedented wind farms electrification supplier transpo
Slide 16: Future Growth Strategy
Future Growth Strategy We are achieving growth through strategic expansion of our manufacturing, product For personal use only and service capabilities to meet high demand in the sectors we operate in. Organic Growth Initiatives WA Expansion: 20,000m² facility development LEAN Implementation: Target
Slide 17: Our Competitive Advantage
Our Competitive Advantage Our differentiation in the market is not based on a single factor, but on a combination For personal use only of strategic skills and assets that create a significant moat around our business. Australian Manufacturing Integrated Model: Technical Expertise: Financial Strengt
Slide 18: Experienced Leadership, Strong Governance
Experienced Leadership, Strong Governance For personal use only Simon Higgins (Chairman): Former CEO EC&M (acquired by ASX:GNP), extensive infrastructure experience Board of Directors Andrew Rowe (MD/CEO): Public and private engineering & energy sector leadership Lindsay Phillips: Private equity exp
Slide 19: Environmental, Social, and Governance (ESG)
Environmental, Social, and Governance (ESG) For personal use only • Environmental Leadership: Our products are key enablers of the renewable energy transition. We are also investing in our own sustainability, with a 200kW solar and battery installation planned for our main facility. • Social Impact:
Slide 20: Compelling Value Proposition - Why Now?
Compelling Value Proposition - Why Now? For personal use only ✓ Platform For ✓ Multiple Growth ✓ Proven ✓ Attractive The Future Catalysts Execution Valuation • Manufacturing • AI/Data centre boom • Delivered on strategic • Trading at a discount to expansion complete accelerating promises the growth
Slide 21: For personal use only
For personal use only Mayfield Group Holdings offers investors unparalleled exposure to Australia's electrification journey, surging energy demand driven by AI, data centres, and transport networks. With our three-pillar strategy, Australian manufacturing advantage, and strategic positioning across
Slide 22: Disclaimer
Disclaimer For personal use only Some of the information contained in this presentation contains “forward-looking statements” which may not directly or exclusively relate to historical facts. These forward-looking statements reflect the current intentions, plans, expectations, assumptions and belief
Slide 23: For personal use only
For personal use only ASX:MYG | mayfieldgroup.com.au 23
Mayfield Group Holdings — Shareholder Meeting (October 2025) on 6ix