Mader Group Ltd · ASX:MAD
Mader — Euroz Hartleys Rottnest Conference 2025
19 slides from Mader's conference presentation, Mar 11, 2025
Slide 1: Building a Unique Business
For personal use only BUILDING A UNIQUE BUSINESS EUROZ HARTLEY’S ROTTNEST CONFERENCE MADER GROUP LIMITED | 11 MARCH 2025
Slide 2: Who We Are
WHO WE ARE HEAVY MOBILE POWER GENERATION ENERGY EQUIPMENT & MARINE SECTOR FIXED TRANSPORT INFRASTRUCTURE & LOGISTICS For personal use only GLOBAL WORKFORCE SERVICE VEHICLES WIDE NETWORK SUPPORTED OPERATED IN 3,500+ 1,800 540+LOCATIONS 400+ 9 COUNTRIES SKILLED EMPLOYEES WORLDWIDE CUSTOMERS 1
Slide 3: Organic Growth
ORGANIC GROWTH For personal use only 10 YEAR CAGR ~30% REVENUE GROWTH CELEBRATING 20 YEARS OF OPERATIONS REACHED 3,200+ EMPLOYEES EXPANDED INDUSTRY VERTICALS $900 ENERGY (USA) FOCUS ON STRATEGIC DIVERSIFICATION TRADE UP PROGRAM INTRODUCED COMMISSIONED MADER MAINTENANCE CENTRE CANADA $800 INTRODUCED
Slide 4: Award Recognition
AWARD RECOGNITION SPECIALISED WORKFORCE LARGE BUSINESS OF THE YEAR 2024 FINALIST WE LEAD THE MARKET IN DELIVERING SAFE AND HIGH- WA BUSINESS AWARDS For personal use only QUALITY EXPERTISE. OUR PURSUIT OF QUALITY IS BACKED BY BREAKDOWN OF TEAM: YEARS OF INVESTMENT IN OUR PEOPLE AND CULTURE. EMPLOYER
Slide 5: Building a Different Business
For personal use only BUILDING A DIFFERENT BUSINESS MADER GROUP LIMITED
Slide 6: A Unique Culture
A UNIQUE CULTURE “…GIVING OUR EMPLOYEES THE FREEDOM TO SHAPE THEIR CAREERS”.” For personal use only “At Mader, we foster a unique culture that GLOBAL OPPORTUNITIES offers variety, flexibility, and opportunity. Our FLEXIBILITY people enjoy diverse roles, exposure to EQUIPMENT DIVERSITY different indu
Slide 7: Unlocking a Global Workforce
UNLOCKING A GLOBAL WORKFORCE GLOBAL PATHWAYS IS A PROGRAM THAT CONNECTS SKILLED For personal use only TECHNICIANS WITH INCREDIBLE OPPORTUNITIES ACROSS THE WORLD. ACCESS TO INTERNATIONAL TALENT POOLS AND THE BEST TECHNICIANS WORLDWIDE SIGNIFICANT NUMBER OF EMPLOYEES HAVE ALREADY SIGNED UP TO OVERSEAS
Slide 8: Three Gears
THREE GEARS OUR INTERNAL ADVENTURE DIVISION For personal use only 219 5,178KM FISH CAUGHT HIKED ACROSS SCENIC TERRAINS 435 SWAGS PITCHED 628KM ZIP-LINED THROUGH 574 PICTURESQUE TUBES DRIFTED LANDSCAPES DOWN RIVERS 6
Slide 9: A Resilient Business Model
A RESILIENT BUSINESS MODEL For personal use only 1 10 YEAR CAGR 9 COMMODITY PRICE INDEX^ CONSOLDIATED REVENUE ~30% REVENUE GROWTH 8 7 6 5 4 IRON ORE: 62% CFR QINGDAO US$/T MET COAL: FOB EAST AUS US$/T 3 COPPER: LME SPOT US$/LB GOLD: US$/OZ 2 100 > 1 $43m $60m $73m $99m $156m $229m $274m $304m $402m
Slide 10: Building a Stronger Business
For personal use only BUILDING A STRONGER BUSINESS MADER GROUP LIMITED
Slide 11: Five Year Strategic Plan
OUR 5 YEAR STRATEGIC PLAN “Implemented in FY22, the Board of Mader laid the foundation for our future as a publicly listed business by setting the first five- year strategic plan. This blueprint has focused our growth ambitions and reinforces our commitment to creating continued For personal use onl
Slide 12: Developing Our People
DEVELOPING OUR PEOPLE THE BUILDING BLOCKS FOR SUCCESS For personal use only “Strategic TRADE UP PROGRAM investment in our TEAM LEADER PROGRAMS people ensures a strong talent pool of homegrown, highly capable talent, SAFETY PROGRAMS COORDINATOR DEVELOPMENT ready to tackle the next expansion. We envis
Slide 13: Multiple Beachheads to Target Growth
MULTIPLE BEACHHEADS TO TARGET GROWTH For personal use only 2% REVENUE AUSTRALIA 320+ Customers 2,920+ Employees 19% REVENUE NORTH AMERICA 80+ Customers 520+ Employees REST OF WORLD 9 Customers 60+ Employees 79% REVENUE *Figures have been rounded. 11
Slide 14: Well Advanced
WELL ADVANCED For personal use only EMERGING ANCILLARY POWER GEN INFRASTRUCTURE RESOURCES RAIL TRANSPORT ENERGY MARKETS SERVICES & MARINE MAINTENANCE & LOGISTICS $1BILLION+ TARGETED FY26 ANNUAL REVENUE* *Targeted Annual Revenue of $1B+ is an internal stretch target linked to the Company’s five-year
Slide 15: Outlook
For personal use only OUTLOOK MADER GROUP LIMITED
Slide 16: Strategic Plan Progress
STRATEGIC PLAN PROGRESS “As we enter the final year of our current five-year strategic plan, we are more determined than ever to achieve the ambitious goals we set out four years ago.” For personal use only Justin Nuich Executive Director & CEO YEAR 1 YEAR 2 YEAR 3 YEAR 4 YEAR 5 NPAT TARGET: NPAT TA
Slide 17: High Growth Agenda
HIGH GROWTH AGENDA REVENUE GUIDANCE FOR FY25 IS For personal use only EXPECTED TO BE AT LEAST $870M, DELIVERING AN NPAT OF AT LEAST $57M TARGETED 10 YEAR CAGR PATHWAY TO GROWTH IN ~30% REVENUE GROWTH $70 NET CASH TARGETING NET CASH NORTH AMERICA A SIGNIFICANT PILLAR IN OUR $870m $900 POSITION IN THE
Slide 18: Investment Case
INVESTMENT CASE MARKET CAP SHARES SHARE PRICE $1.17B $5.80 For personal use only AT MARKET CLOSE 202M ON ISSUE* AT MARKET CLOSE 10 MARCH 2025 10 MARCH 2025 PROVEN DISRUPTIVE UNIQUE SUSTAINABLE TRACK BUSINESS WORKPLACE GROWTH RECORD MODEL CULTURE PROSPECTS LARGE POSITIVE CAPITAL SIMPLE BALANCE ADDRES
Slide 19: Important Notice & Disclaimer
IMPORTANT NOTICE & DISCLAIMER For personal use only In this presentation, the terms “Mader”, “Mader Group” and the “Company” refer to Mader Group Limited (ACN 159 340 397) and, except where the context otherwise requires, its subsidiaries. This presentation has been prepared solely for the purpose o
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