Scott Technology Limited · NZX:SCT
Scott Technology — FY2026 Earnings Presentation
36 slides from Scott Technology's earnings presentation, Oct 22, 2026
Slide 1: FY26 Results
FY26 RESULTS SCOTT TECHNOLOGY LIMITED Investor Presentation 22 October 2026
Slide 2: Definitions & abbreviations
Definitions & abbreviations Group Net Margin % = revenue less cost of goods sold, divided by revenue. FY = Financial year Operating EBITDA = Reported EBITDA plus non-recurring costs. H1 = 6 months ended 28 February Operating EBITDA % = Operating EBITDA, divided by revenue. H2 = 6 months ended 31 Aug
Slide 3: Key Messages
Key Messages RECORD FOUNDATIONS CLEAR PATH PERFORMANCE ESTABLISHED TO GROWTH Record revenue and operating Destination 2030 foundations On track for $530m revenue EBITDA achieved as Scott complete: Domain market by FY30 through domain-led invests in the capabilities analysis, Key Account growth in ex
Slide 4: FY26 Business Highlights
FY26 Business Highlights Record Group performance – Record revenue ($294m up +7%) and operating EBITDA ($36.1m up +14%), with earnings growth ahead of revenue growth. Mining growth engine – Strong Rocklabs standard equipment demand, growing automation adoption and North American expansion drove reve
Slide 5: FY26 Performance Snapshot
FY26 Performance Snapshot Revenue Operating EBITDA Group Net Margin $294m +7 % $36.1m +14% 30% +1 PT FY25 $275m 0% | FY24 $276m +3% FY25* $31.5m +4% | FY24* $30.2m 0% FY25 29% +2 PTS | FY24 27% +0 PT Recurring Revenue Forward Work Underlying Earnings Per Share (Cents) $146m 20.0 cents 32.3% FY25 17.
Slide 6: One Year On Destination 2030
One Year On Destination 2030 Scott Technology Limited: FY26 Results | 6
Slide 7: Destination 2030: Year One Highlights
Destination 2030: Year One Highlights Growth Focused Market Analysis Driven Established frameworks now need to Market & customer insight is shape behaviour and deliver informing investment; scalable commercial outcomes: growing technologies are expanding the market share, increasing order intake, in
Slide 8: Destination 2030: We said, we've done
Destination 2030: We said, we’ve done What we’ve said, and what we’ve done we have built the core enablers of Destination 2030 and are now ready to scale the business Achieved Short term Medium term (foundation for scale) (strategic execution) (next phase of growth) Domain Market analysis establ
Slide 9: Mining: Destination 2030 in Action
Mining: Destination 2030 in Action Market analysis identified where Mining could grow - targeted investment in customer proximity, automation and lifecycle services helped translate this insight into strong commercial performance. Market Enabled Teams Innovation Trusted Understanding Relationships S
Slide 10: Lifecycle Services Lifts Recurring Revenue
Lifecycle Services Lifts Recurring Revenue Recurring Revenue by Domain ($) 95 Lifecycle Services 87 5 Design & Build Operate Maintain Modify Retire 82 7 2 17 Software Parts Upgrades 7 13 Remote support Preventive Retrofits 13 maintenance Training Optimisation Field service 33 Remote monitoring Line
Slide 11: Progress Against Destination 2030 Targets
Progress Against Destination 2030 Targets Revenue $ Operating EBITDA % Recurring Revenue Contribution $294m 12.3% 32.3% Target FY30 $530m Target FY30 ~14% Target FY30 >35% Scott Technology Limited: FY26 Results | 11
Slide 12: FY26 Financial Performance
FY26 Financial Performance Scott Technology Limited: FY26 Results | 12
Slide 13: Group Performance Metrics
Group Performance Metrics Group Revenue over time ($m) New Equipment and Recurring Revenue split Group Net Margin % over time over time ($m) 294 276 275 294 30% 4 35 276 275 36 31 29% 62 95 51 82 87 49 60 69 67 Recurring 27% Equipment 194 188 199 127 123 130 FY24 FY25 FY26 FY24 FY25 FY26 FY24 FY25 F
Slide 14: Group Revenue: Record Mining Performance and Recurring Growth
Group Revenue: Record Mining Performance and Recurring Growth Group Revenue over time ($m) • Group Revenue: Strong second-half for revenue ($166m in H2). 294 • Mining: up +22% with a record result driven by strong Rocklabs 276 275 standard equipment sales and continued mining investment. 35 36 31 •
Slide 15: Group Net Margin: Improved Execution and Favourable Revenue Mix
Group Net Margin: Improved Execution and Favourable Revenue Mix Group Net Margin % over time • Net margin growth driven by: • Improved business mix, with stronger contributions 30% from Mining equipment and continued growth in 29% higher-margin service revenue. • Improved project execution and gover
Slide 16: A Break-out H2 Provides Momentum into FY27
A Break-out H2 Provides Momentum into FY27 Record second-half performance reflected faster project delivery, stronger Mining equipment sales and the remaining GE Appliances project progressing into build. Continued Recurring Revenue growth and a second LEAP order from an Australian meat processor pr
Slide 17: EBITDA Performance Over Time
EBITDA Performance Over Time Operating EBITDA ($m) and margin (%) 40.0 16.0% • Record EBITDA off the back of a strong second-half 35.0 performance. 14.0% 30.0 12.3% • FY26 net margin improved to 30%, reflecting good 11.5% 12.0% execution on higher-margin contracts and improved 25.0 10.9% business mi
Slide 18: Uplift in NPAT from margin improvements and reduced debt
Uplift in NPAT from margin improvements and reduced debt Net Profit after tax ($m) 4.5 • Net profit uplift +10% YoY. 0.5 • Improved operating EBITDA as a result of revenue growth -1.2 -0.9 15.7 and higher margins. -0.3 14.2 -1.0 • One-off costs reflect a confidential settlement with a supplier. • In
Slide 19: Cashflow Improvement and Better Net Debt Position to Support Growth
Cashflow Improvement and Better Net Debt Position to Support Growth Operating Cashflow ($m) 23.8 22.3 Improved operating cash position • Improved operating cash due to strong EBITDA performance and cash management. • Capital management needs to take a long-term view 6.0 due to project timings. • Con
Slide 20: Balance Sheet
Balance Sheet Balance Sheet $m FY26 FY25 % chg Cash 15.0 12.2 +23% • Net cash / (debt): earnings generated cash and Inventories 42.2 38.8 +9% reduced overdraft use. The Dividend Reinvestment Plan (DRP) applied to dividends paid in FY26, reducing Trade debtors 60.1 59.6 +1% cash payments. Development
Slide 21: Dividend Overview
Dividend Overview Dividends declared over time (cents per share) • The Directors declared a fully imputed final dividend of 5 cents per share, payable on 24 November 2026 to 10 9 shareholders on the register on 6 November 2026. The DRP 9 75% 8 8 will apply. 8 7 65% • The FY26 dividend totals 9 cents
Slide 22: Domain Highlights
Domain Highlights Scott Technology Limited: FY26 Results | 22
Slide 23: FY26 Domain Summary
FY26 Domain Summary Materials Handling Protein Mining Appliances $130m $67m $62m $35m FY26 Revenue +5% FY26 Revenue -3% FY26 Revenue +22% FY26 Revenue +11% 24% 36% 38% 26% Net Margin -2 PTS Net Margin +6 PTS Net Margin +1 PT Net Margin +1 PT 31% 50% 27% 15% Recurring % +1 PT Recurring % +5 PTS Recur
Slide 24: Materials Handling: Recurring Revenue Growth Supports Performance
Materials Handling: Recurring Revenue Growth Supports Performance Revenue ($m) 127.3 123.1 129.9 Recurring • Overall: strong recurring revenue growth supported performance, 29.6 40.0 Equipment while customer design delays weighed on margins. 36.5 • Equipment: growth supported by solid execution of c
Slide 25: Protein: Recurring Growth and Execution Drive Margin Improvement
Protein: Recurring Growth and Execution Drive Margin Improvement Revenue ($m) • Overall: growth in recurring service revenue supported improved 69.4 67.3 59.9 Recurring margin contribution, despite lower equipment sales and project 31.2 Equipment delays. 33.3 30.3 • BladeStop: lower equipment volume
Slide 26: Mining: Record Growth in Standard Products
Mining: Record Growth in Standard Products Revenue ($m) 62.3 • Overall: a record year for Mining, led by strong Rocklabs standard 48.8 50.9 Recurring equipment sales, supported by favourable mineral prices and 16.7 12.8 12.6 Equipment continued investment in mining activity. 45.5 • Rocklabs Standard
Slide 27: Appliances: Strong Project Execution and Momentum into FY27
Appliances: Strong Project Execution and Momentum into FY27 Revenue ($m) • Overall: solid execution on all projects supported improved performance in Appliances. The ongoing GE Appliances project 36.0 31.4 34.7 Recurring positions the business for a strong start to FY27 as it pursues 6.8 5.1 Equipme
Slide 28: Environmental, Social and Governance
Environmental, Social and Governance Scott Technology Limited: FY26 Results | 28
Slide 29: Environmental, Social and Governance
Environmental, Social and Governance ESG refocused around five priority areas to align sustainability activity more closely with the execution of Destination 2030 - Employee Retention & Engagement, Enterprise Risk, Sustainability Innovation, Customer Experience and GHG Emissions. • Customer Experien
Slide 30: Health and Safety
Health and Safety During FY26, we continued to strengthen our Health, Safety, Wellbeing and Environment (HSWE) approach, building on the systems, standards and leadership practices established in the prior year. The improved visibility is giving us better data and insights, and a clearer basis for t
Slide 31: Looking Forward
Looking Forward Scott Technology Limited: FY26 Results | 31
Slide 32: Project delivery and timing of major contract wins shape order book
Project delivery and timing of major contract wins shape order book Snapshot of Forward Work over-time ($m) Forward Work closing balance reduced from the half-year 177 peak as: 169 165 161 160 24 • Improved operations led to faster project delivery 23 26 24 26 8 146 and revenue recognition. 16 25 •
Slide 33: FY27 Guidance and Market Outlook
FY27 Guidance and Market Outlook FY27 Guidance: Revenue of $310–340m and operating EBITDA of $36–41m, while continuing to invest in innovation, customer capability and the operating platform required to support Destination 2030. Market Outlook • Scott enters FY27 with a strong pipeline of opportunit
Slide 34: FY27 Guidance and FY30 Targets
FY27 Guidance and FY30 Targets FY26 FY27 FY30 Actual Guidance Target Materials Handling Revenue ($m) $130 $130–140 $217–253 Protein Revenue ($m) $67 $80–90 $152–178 Mining Revenue ($m) $62 $65–70 $66–94 Appliances Revenue ($m) $35 $35–40 $45–55 $480–580 Group Revenue ($m) $294 $310–340 (midpoint $53
Slide 35: Closing Comments
Closing Comments Record Performance – Record revenue ($294m up +7%) and operating EBITDA ($36.1m up +14%), with earnings growth ahead of revenue growth. Destination 2030 foundations complete – New KAM, Lifecycle Services and Innovation Frameworks are strengthening the business for scalable, customer
Slide 36: Thank You
Thank You Scott Technology Limited: FY26 Results | 36