Sks Technologies Group Limited · ASX:SKS
Sks Technologies — FY2026 Earnings Presentation
31 slides from Sks Technologies's earnings presentation, Aug 18, 2026
Slide 1: FY26 Results Presentation
FY26 Results Presentation 18 AUGUST 2026 ASX:SKS
Slide 2: Acknowledgement of country and disclaimer
Acknowledgement of country We acknowledge the traditional custodians of the land on which we are gathered on and pay our respects to their elders past, present and emerging. Disclaimer The material contained in this document is a presentation of general information about SKS Technologies’ activities
Slide 3: Rapid growth momentum maintained
Rapid growth momentum maintained Sales revenue ($M) EBITDA ($M) PBT ($M) NPAT ($M) 347.92 42.43 39.35 27.11 50.8% CAGR 87.2% CAGR 110.5% CAGR 73.1% CAGR 216.17 28.41 26.55 18.30 261.66 145.71 2H 2H 23.47 2H 2H 1H 1H 1H 20.79 1H 14.03 136.31 13.67 12.41 8.25 83.27 82.65 131.75 8.99 6.62 67.29 115.94
Slide 4: High demand and scale benefits drive further exponential growth
High demand and scale benefits drive further exponential growth A$000s Change FY26 FY25 Sales revenue increased by 33.0% on FY25 and PBT Margin (%) Revenue & 64.1% in 2H26 over 1H26. Since FY22, revenue has 11.2% Sales 33.0% 347,927.7 261,655.0 other income grown annually 50.8%. Other income consist
Slide 5: Traditional revenue has grown at a CAGR of 19.1% over three years
Traditional revenue has grown at a CAGR of 19.1% over three years FY23 sales revenue FY24 sales revenue FY25 sales revenue FY26 sales revenue Data centre Traditional revenue revenue 4.5x 47.6% Data centre revenue $83M $31M Data centre revenue $140.7M $207.7M 26.5% (53.8%) (59.7%) Traditional revenue
Slide 6: Strong balance sheet drives strategic optionality
Strong balance sheet drives strategic optionality Cash flows from ops ($M) Net cash flows ($M) 29.11 Cash on hand ($M) Operating cash flows increased by 30.5% over the 150.0% CAGR 45.66 year, despite an almost five times increase in 495.2% CAGR income tax paid in FY26. 49.60 34.99 Working capital wa
Slide 7: Growth strategy execution on track
Growth strategy execution on track Growth FY26 achievements Vision Acquired/integrated Delta Elcom in Jan ‘26, a NSW data centre and electrical solutions specialist • Pursue core growth organically To drive future electrical technology landscapes through innovation, feasibility and efficiency 1 • As
Slide 8: Delta Elcom integration completed
Delta Elcom integration completed Growth 1. • Pursue core growth organically Synergies • Assess opportunistic acquisitions for fit Closely aligned workplace • Anticipate market demand and cultures Integrated electrical direction technology and digital Sydney data centre market is the largest in Aust
Slide 9: Consolidation strategy execution on track
Consolidation strategy execution on track Consolidation FY26 achievements • Focus on recruiting the right people Vision Resourced the rapidly growing order book with a continually expanding workforce • Provide employee training to foster To drive future electrical technology landscapes through 1 att
Slide 10: Parallel expansion and refinement in operational foundations
Parallel expansion and refinement in operational foundations Alongside continuing quantum growth, the operational bedrock of the business is scaling to sustain the expansion, including upgraded technology, innovative approaches to plant and equipment, strengthened cyber security and enhanced governa
Slide 11: Data centre forecasts vary, but all show extraordinary growth
Data centre forecasts vary, but all show extraordinary growth Hyperscaler capex, CY2026 a Amazon US$200B 26.5GW 1,853MW A$16.75B Microsoft ~US$190B APAC data centre Under construction Australian market size pipeline (H1 2026) in Australia by 2035 (from AUD3.2B) G Alphabet US$175–190B Added 7.1GW in
Slide 12: Growth of 47.6% in data centre between FY25 and FY26
Growth of 47.6% in data centre between FY25 and FY26 Major Largest Pipeline contracts MW delivered Work on hand Revenue Contract announced FY26 $1.48B $210M 4 ~107MW $245M $207.70M FY25 $358.5M $90M 4 ~70MW $150M $140.7M FY24 $117.6M $30M 2 ~15MW $104M $31.0M 12
Slide 13: Order book expansion drives growth forecast
Order book expansion drives growth forecast Total work on hand ($M) Work on hand by sector Work on hand has increased by 56% off a108.3% jump at the end of FY25. Over the In 2H26, data centre work on hand grew to represent 78.4% of the order book. last five full-year periods, the order book has grow
Slide 14: Pipeline growth builds further order book increases
Pipeline growth builds further order book increases Register of open tenders Data Centres & Technology $1,476,838,915 Corporate $54,746,996 Government $45,033,048 Aged Care & Healthcare $22,829,873 Data centres comprise a significant Traditional work pipeline has also Sports, Entertainment & Hospita
Slide 15: SKS Indigenous Technologies builds brand and order book
SKS Indigenous Technologies builds brand and order book SKS Indigenous Technologies offers a range of employment opportunities for Indigenous people which, in turn, boosts their communities, while opening up valuable markets to support growth in the business. Operations commence Work on hand builds
Slide 16: Major projects commenced or completed in FY26
Major projects commenced or completed in FY26 Project New Footscray Hospital Description: Completed the supply, design and installation of audio-visual technology works for the new facility, including digital signage, wayfinding, education and training, and patient check-in and queuing systems throu
Slide 17: Safety record maintained despite large increase in work
Safety record maintained despite large increase in work A track record such as this is not possible without a persistent and targeted concentration throughout the business on keeping any person associated with its business in any way safe from harm. LTIs & hours worked 1,511,903 0 LTIs for 1,511,903
Slide 18: Current state business and FY27 forecast
Current state business and FY27 forecast Shareholder value Unrelenting market demand Strong demand across all market sectors, with significant and accelerating growth forecasts 10 cents 23.45 cents in the data centre sector Dividend per share Earnings per share Accelerating pipeline $1.07B $44.34M E
Slide 19: Appendices
Appendices 1. Company snapshot 2. Key financial metrics 3. Who we are 4. Market sectors 5. Five-year P&L by FY 6. Five-year bal sheet by FY 7. Five-year cash flows by FY 8. Five-year P&L by HY 9. Five-year bal sheet by HY 10. Five-year cash flows by HY SKS Technologies’ new 6,000 square metre major
Slide 20: Company snapshot
Company snapshot SKS Share Price (Closing) Chart * $9.50 $9.30 17/08/2026 $7.50 $5.50 $3.50 $1.50 Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Directors and Executives Market Information * Share Register Composition * Peter Jinks Executive Chairman Shares on Issue 115,370,809 Other Greg Jinks
Slide 21: Key ratios for FY26
Key ratios for FY26 NTA/share (cents) Return on Cap Emp Return on Equity 100.4% CAGR 21.6% CAGR 23.70 93.7% 87.8% 82.0% 78.7% 75.1% 76.5% 18.07 48.7% 42.9% 7.57 1.47 1.76 12.4% 12.0% FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 Return on assets SHE/total assets Free cas
Slide 22: Key financial metrics
Key financial metrics FY25 – FY26 FY26 FY25 FY24 1H26 1H25 1H24 Earnings per share (EPS) 89.3% 23.45 cents 12.49 cents 6.04 cents 7.72 cents 5.16 cents 1.66 cents Dividend per share 66.7% 10.0 cents 6.0 cents 1.0 cents 3.5 cents 1.0 cents - Return on Equity (ROE) 2.8% 78.7% 76.5% 75.1% 31.5% 33.2% 1
Slide 23: Who we are
Who we are 10 1,300 $1.073B Locations nationally Staff nationally Market capitalisation at 17 Aug 26 $347.93M $500M $312M FY26 sales revenue FY27 revenue forecast Order book at Jun 26 Audio Visual Communications Electrical Solutions Video conferencing/collaboration spaces Design and installation
Slide 24: 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 & logistics & warehousing smart buildings 24
Slide 25: 5-year profit and loss by full-year
5-year profit and loss by full-year A$000s ∆ 25 -26 FY26 FY25 FY24 FY23 FY22 Revenue & other income Sales 33.0% 347,927.7 261,655.0 136,309.2 83,268.1 67,288.4 Other income 47.8% 2,324.6 1,573.3 208.4 902.3 1,838.0 Total Revenue & other income 33.1% 350,252.4 263,228.3 136,517.6 84,179.4 69,126.4 Ex
Slide 26: 5-year balance sheet by full-year
5-year balance sheet by full-year A$000s FY26 FY25 FY24 FY23 FY22 A$000s FY26 FY25 FY24 FY23 FY22 Current Current Cash & equivalents 49,604.2 32,477.0 3,366.7 8.6 39.5 Trade & other payables 88,248.7 65,942.6 36,838.7 14,174.5 15,720.7 assets liabilities Trade & other Borrowings - - - 1,761.3 2,664.
Slide 27: 5-year cash flows by full-year
5-year cash flows by full-year A$000s FY26 FY25 FY24 FY23 FY22 A$000s FY26 FY25 FY24 FY23 FY22 Cash flows Cash flows Receipts from customers 356,667.0 302,446.1 132,856.5 94,433.5 64.903.1 (Payments to) / proceeds from from from issue of (44.2) (28.9) (3.7) (1.4) (12.9) operations financing Receipts
Slide 28: 5-year profit and loss by half-year
5-year profit and loss by half-year A$000s ∆ 25 -26 1H26 1H25 1H24 1H23 1H22 Revenue & other Sales 13.6% 131,754.3 115,940.2 53,659.8 43,834.3 28,165.6 income Other income 109.8% 1,165.3 555.5 25.9 592.6 1,823.1 Total Revenue & other income 14.1% 132,919.6 116,495.7 53,685.7 44,426.8 29,998.7 Expens
Slide 29: 5-year balance sheet by half-year
5-year balance sheet by half-year A$000s 1H26 1H25 1H24 1H23 1H22 A$000s 1H26 1H25 1H24 1H23 1H22 Current Cash & Current Trade & other 51,769.0 19,626.9 897.7 206.7 52.3 66,127.5 45,100.4 19,883.2 16,236.3 10,376.9 assets equivalents liabilities payables Trade & other Borrowings - - - 3,814.8 209.0
Slide 30: 5-year cash flows by half-year
5-year cash flows by half-year A$000s 1H26 1H25 1H24 1H23 1H22 A$000s 1H26 1H25 1H24 1H23 1H22 Cash flows Receipts from customers 164,315.7 146,642.8 59,341.5 48,037.8 31,786.7 Cash flows from (Payments to) / from financing proceeds from issue of (20.0) (18.7) (1.0) (1.4) - operations Receipts from
Slide 31: Investor Inquiries
Investor Inquiries Matthew Jinks, CEO Gary Beaton, CFO (03) 9289 5000 investors@sks.com.au Caption: SKS Technologies supplied and installed an audiovisual system for Mercedes Benz in Victoria, and provides ongoing support services.
SKS Technologies Group — FY2026 Earnings Presentation on 6ix