Stantec Inc · TSX:STN
Stantec — Investor Presentation (November 2024)
14 slides from Stantec's investor presentation, November 2024
Slide 1: Investor Presentation – November 2024
Investor Presentation – November 2024 McGregor Square Denver, Colorado
Slide 2: Cautionary statement
Cautionary statement This presentation contains non-IFRS and other financial measures and forward-looking statements, including a discussion of our business targets, expectations, and outlook. We caution readers not to place undue reliance on our forward- looking statements since a number of factors
Slide 3: Global leader in sustainable engineering, design, and environmental services
23% 25% Global leader in sustainable Global Canada engineering, design, and environmental services Q3 2024 TTM Net Revenue by Reportable Segment #1 INVESTOR PRESENTATION Ranked most sustainable engineering firm in the world 2024 Corporate Knights Global 100 52% United States TSX / NYSE Locations Emp
Slide 4: Stantec's value proposition
Stantec’s value proposition • Diverse business lines and customers • Well-positioned for organic growth INVESTOR PRESENTATION • Global leader in sustainability • Strong culture & technical expertise • Disciplined capital allocation strategy 4
Slide 5: Execution of our strategy drives strong results
Execution of our strategy drives strong results Net Revenue Adjusted EBITDA Adjusted EPS ($ millions) & Margin ($ per share) ($ millions & %) $5,630 16.5% INVESTOR PRESENTATION $5,066 $4.14 16.4% $928 $4,457 $831 $3.67 16.2% $724 $3.13 $3,636 15.8% $574 $2.42 2021 2022 2023 Q3 2024 2021 2022 2023 Q3
Slide 6: Business Operating Units overview
Q3 2024 TTM Business Operating Units overview net revenue of $5.6 billion INVESTOR PRESENTATION Water Environmental Infrastructure Buildings Energy & Services Resources $1.2B 21% $1.0B 19% $1.6B 28% $1.2B 21% $626M 11% 6
Slide 7: Water
$1.2B Q3 2024 TTM Net Revenue Q3 2024 TTM Net Revenue Water Treatment Water Resources By sector Conveyance INVESTOR PRESENTATION Wastewater Treatment Stormwater Stantec is recognized as a global Industrial Water leader in the Water business, with 70 years experience United States • We have delivered
Slide 8: Environmental Services
$1.0B Q3 2024 TTM Net Revenue Q3 2024 TTM Net Revenue Buildings Power & Dams Oil & Gas By sector Water INVESTOR PRESENTATION Transportation Mining Environmental Services helps preserve Community Development and minimize impacts to environmental, social and cultural resources United States • Environm
Slide 9: Infrastructure
$1.6B Q3 2024 TTM Net Revenue Q3 2024 TTM Net Revenue Roadways Community Dev By sector Transit & Rail INVESTOR PRESENTATION Bridges Infrastructure is a leader in Urban Places transport system design and community development • Stantec’s Infrastructure group is at the forefront of integrating transpo
Slide 10: Buildings
$1.2B Q3 2024 TTM Net Revenue Q3 2024 TTM Net Revenue Healthcare Civic Commercial By sector Education INVESTOR PRESENTATION Industrial Airports Buildings ranked #1 in Architecture Workplace and Engineering for the last 10 years1 • Stantec’s Buildings group provides consulting and design services for
Slide 11: Energy & Resources
$626M Q3 2024 TTM Net Revenue Q3 2024 TTM Net Revenue Power & Energy By sector Mining INVESTOR PRESENTATION Waterpower & Dams Oil & Gas Energy & Resources plays a critical role in energy transition • Stantec’s Energy & Resources group delivers utility-scale and microgrid renewable energy generation
Slide 12: 2024 Financial Targets (Revised)
2024 Financial Targets (Revised) Previously 2024 Published Annual Range Range INVESTOR PRESENTATION Net revenue growth 12% to 15% 14.5% to 15.0% Adjusted EBITDA as % of net revenue1 16.5% to 16.9% 16.5% to 16.9% Adjusted net income as % of net revenue1 above 8% above 8% Adjusted diluted EPS growth1
Slide 13: Three-year Financial Targets
Three-year Financial Targets Stantec’s Targets (End Of 2026) 2026 Net revenue $7.5 billion INVESTOR PRESENTATION Focus on execution and efficiencies Organic net revenue 3-Year CAGR1 above 7% will drive margin enhancement Project margin as % of net revenue1 53% to 56% Providing strong return economic
Slide 14: Why invest in Stantec?
Why invest in Stantec? Strong Backlog ($ billions) Diverse business lines, geographies, and customers $7.3 $6.3 INVESTOR PRESENTATION Significant growth opportunities YE 2023 Q3 2024 Global leader in sustainability Strong Dividend Growth $0.84 $0.78 $0.72 Strong culture & technical expertise $0.66 D