Genusplus Group Ltd. · ASX:GNP
Genusplus — Bell Potter Unearthed 2024
14 slides from Genusplus's conference presentation, Feb 12, 2024
Slide 1: Connecting The Future Part 2: 2024 Outlook
For personal use only Connecting Part 2 The Future 2024 Outlook | Bell Potter Unearthed 12 February 2024
Slide 2: Important Notice and Disclaimer
Strategy Important Notice For personal use only Disclaimer This presentation has been prepared by GenusPlus Group Ltd (Genus or the Company). It contains general background information about the Company’s activities current as at the date of this presentation. It is information given in summary form
Slide 3: Outlook Highlights
Outlook Highlights For personal use only • FY2024 is a year of pursuing new opportunities while maintaining operational focus and integrating recent acquisitions. • Genus is well positioned with the company foundations in place to enable significant participation in the renewable energy transition.
Slide 4: Group Snapshot
$444m 3 34% FY23 of Group Revenue derived from East Revenue For personal use only Operating Coast Operations Group Snapshot Segments Communications ~835 Employees across Australia Infrastructure 2.4 COMMUNICATIONS MINING 37% TRIFR 14% @ 30 June 2023 POWER INFRASTRUCTURE Industrial Services ~95 36% A
Slide 5: Infrastructure, Industrial Services and Communications segments
For personal use only Infrastructure Industrial Services Communications Revenue FY23 Revenue FY23 Revenue FY23 $320m $79m $62m Bringing together the industry-leading expertise and deep Innovative & fully integrated Electrical & Instrumentation From constructing state-of-the-art networks, to maintain
Slide 6: The Energy Transition is Gaining Pace
Strategy The Energy Transition is Gaining Pace For personal use only • Australia-wide markets are seeing sustained, unprecedented investment in upgrading power infrastructure. The NEM alone is forecast to need a seven-fold increase in large-scale wind and solar generation by 2050; with associated tr
Slide 7: SHEQ & People
SHEQ & PEOPLE SHEQ FY23 For personal use only DEC 21 JUN 22 DEC 22 JUN 23 Target • GNP & all 10 x entities triple ISO Management System Certified TRIFR 3.5 3.3 3.6 3.2 2.4 (45001, 14001 & 9001) with no non-conformances identified. • Development of Genus Climate Strategy & GHG emissions LTIFR 0.0 0.0
Slide 8: Market Drivers: Australia accelerating toward net-zero
MARKET DRIVERS AEMO*: Australia is accelerating toward net-zero For personal use only • With coal expected to retire faster than currently announced, the NEM is forecast to need a seven-fold increase in large-scale wind and solar generation by 2050. • It also requires building close to 10,000 km of
Slide 9: Australia's Energy Networks are Evolving. We're Ready.
Australia’s Energy Networks are Evolving. We’re Ready. VIC For personal use only NSW QLD Source: AEMO. Victorian Annual Planning Report 2022 WA Source: Future Network Projects, Transgrid. Transmission Annual Planning Report - October 2022 SA Source: Queensland Supergrid TAS Infrastructure Blueprint
Slide 10: Connecting the Future – Infrastructure
STRATEGY Connecting the Future – Infrastructure For personal use only • The Federal Government $20 billion Rewiring the Nation Plan is designed to ensure the transmission infrastructure is funded and delivered. • Replacement dispatchable capacity of 47 GW from battery and hydro storage is required t
Slide 11: Strategy Update – Industrial Services
STRATEGY Strategy Update – Industrial Services For personal use only Utility BESS Projects • Energy storage installations in Australia will grow from 500 MW to more than 12.8 GW by 2030. Today, Australia makes up less than 3% of the total global installations for battery energy storage and is the se
Slide 12: Market Snapshot – Industrial Services
MARKET SNAPSHOT Market Snapshot – Industrial Services For personal use only • There are significant opportunities emerging from Australia’s mining, resources & energy sector especially in the new energy economy. • Hydrogen, ammonia, and carbon capture & storage (CCS) projects account for $303 billio
Slide 13: Strategy Update – Communications
STRATEGY Strategy Update – Communications For personal use only • Awarded 3 year nbn Master Agreement with 1 year option resulting in Mega Vendor contracts with both Telstra & nbn. • Telstra Copper Recovery expanding into its second year. • Telstra Blackspot & Regional Connectivity continues to grow
Slide 14: Questions?
Your feedback For personal use only Questions?