Bisalloy Steel Group Ltd · ASX:BIS

Bisalloy Steel — Investor Presentation (October 2025)

14 slides from Bisalloy Steel's investor presentation, Oct 13, 2025

  1. Slide 1: Investor Presentation October 2025

    For personal use only Investor Presentation October 2025 1

  2. Slide 2: Important Notice

    Important Notice This presentation is not and does not form part of any offer, invitation or recommendation in respect of securities. Any decision to buy or sell Bisalloy Steel Group Limited securities or other products should be made only after seeking appropriate financial advice. Reliance should

  3. Slide 3: Company Overview

    Company Overview Manufacturing since 1980 As Australia’s only manufacturer of high-strength, abrasion- For personal use only resistant, quenched and tempered (Q&T) steel plate, Bisalloy is uniquely positioned to deliver a wide range of benefits to its customers. Not only do we understand the local c

  4. Slide 4: Bisalloy in Australia – what do we do?

    Bisalloy in Australia – what do we do? Production Process Overview For personal use only 4

  5. Slide 5: BISALLOY Steel – specialty steel for extreme environments

    BISALLOY® Steel – specialty steel for extreme environments Product Portfolio For personal use only Wear Structural Armour Protection • Mining • Construction • Defence • Military • Mineral Processing • Energy • Naval • Government • Ballistic Protection • Civil Protection • Agriculture • Oil & Gas • A

  6. Slide 6: Bisalloy in Australia

    Bisalloy in Australia FY25 sales tonne breakdown from Australian Operations For personal use only 6

  7. Slide 7: Financial Highlights: Capital Structure

    Financial Highlights Capital Structure ASX overview Share price (BIS.ASX) – 3 October 2025 $5.63 For personal use only Number of shares on issue – 3 October 2025 48.04m Performance rights $0.4m* Market Capitalisation – 3 October 2025 $270.47m Net Cash - 30 June 2025 $3.9m Board & Management Non-Exec

  8. Slide 8: FY25 Financial Highlights

    FY25 Financial Highlights Creating long term value For personal use only Revenue (AUD$m) Operating EBITDA (AUD$m) Net Profit After Tax (AUD$m) 8

  9. Slide 9: Key Historical Metrics and Dividends

    Key Historical Metrics Dividends For personal use only Dividend Per Share (cents) FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 Basic earnings per share (cents) 3.4 8.2 8.3 14.9 19.3 32.2 27 33 40.9 Net profit attributable to members ($’000) 1,509 3,636 3,682 6,736 8,810 14,991 12,796 15,741 19,580 G

  10. Slide 10: Sales by Region

    Sales by Region Group performance – 5 years Australian Operations For personal use only • Comprise of Bisalloy Steels Pty Limited and Bisalloy Steel Group Limited and remains the dominant segment of the Group. • Bisalloy Steels Pty Limited manufactures and sells wear- grade and high tensile plate th

  11. Slide 11: FY26 Outlook

    FY26 Outlook For personal use only • Following a resilient performance in FY25, supported by increased defence spending and one-time gains including AUKUS, Bisalloy remains well positioned to drive sustainable long-term value, underpinned by a strong safety culture, disciplined operations, and ongoi

  12. Slide 12: Outlook

    Outlook Bisalloy enters FY26 with strong operational momentum For personal use only and a clear growth strategy built around three core initiatives: • Grow armour sales; additional business development resources and improvement in cadence of protection/armour steel manufacture to meet demand. • Expa

  13. Slide 13: Summary

    Summary Last 3 years For personal use only • Significant improvements in safety standards and business culture. • Significant improvement in EBITDA. • Significant reduction gearing. • Significant increase in dividend payment. • Improvement in share price. Opportunities • Playing in sustainable marke

  14. Slide 14: Thank you

    For personal use only Thank you

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