Babylon Pump & Power Ltd · ASX:BPP
Babylon Pump & Power — Shareholder Meeting (November 2025)
15 slides from Babylon Pump & Power's shareholder meeting presentation, November 2025
Slide 1: AGM Presentation
(ASX: BPP) AGM PRESENTATION SPECIALIST WATER MANAGEMENT AND NOVEMBER 2025 RESOURCES SERVICES PLATFORM 1
Slide 2: Important Notice & Disclaimer
IMPORTANT NOTICE & DISCLAIMER This presentation has been prepared by Babylon Pump & Power Limited (“Babylon”) (ASX: not anticipate” or “believes” or variations of such words and phrases or statements that BPP) for information purposes only. certain actions, events or results “may”, “could”, “would”,
Slide 3: About Babylon Pump & Power Ltd
ABOUT BABYLON PUMP & POWER LTD GROWING A PORTFOLIO OF SPECIALTY, ESSENTIAL SERVICES HIGHLY VALUED BY MAJOR RESOURCES COMPANIES Babylon is a niche resources services business specialising in the rental, deployment and maintenance of water management and power systems across Australian mine sites. Bab
Slide 4: Why Water Management?
WHY WATER MANAGEMENT? ▪ Water is a constant challenge on mine sites - either too much or not enough - and Babylon delivers essential services across that cycle. ▪ Babylon provides early-stage entry through test pumping, then grow client relationships into broader site services. ▪ Rental is the optim
Slide 5: FY25 Highlights
FY25 HIGHLIGHTS Group revenue of Strong Q4 momentum, Completion of Improved $31.8m and EBITDA and into FY26 for the strategic acquisitions: operating leverage of $5.8m, reflecting Rental segment while Matrix Hydro Services with a scalable, strong performance in FY25 Maintenance and Blue Hire for Aug
Slide 6: FY25 Financial Snapshot
FY25 FINANCIAL SNAPSHOT Profit & Loss A$’000 FY 2025 FY 2024 Balance Sheet A$’000 30 June 2025 30 June 2024 Revenue 31,763 41,738 Cash & cash equivalents 3,065 367 Operating and indirect costs 25,953 35,614 Trade & other receivables 6,834 4,631 Inventories 6,723 6,077 EBITDA 5,810 6,124 Property, pl
Slide 7: Backing a Team into Transformational Acquisitions
BACKING A TEAM INTO TRANSFORMATIONAL ACQUISITIONS • Under the leadership of Managing Director, • On 1 August 2025, Babylon completed the acquisitions of Blue Hire and Matrix Michael Shelby, Babylon has achieved Hydro Services (ASX Announcements: 14 May and 2 June 2025). This further ~53% compound an
Slide 8: Track Record of Disciplined Acquisition Growth
TRACK RECORD OF DISCIPLINED ACQUISITION GROWTH BLUE HIRE MATRIX HYDRO RBH ENGINEERING RESOURCE WATER AUSBLAST PRIMEPOWER AUGUST 2025 AUGUST 2025 FEBRUARY 2023 GROUP MARCH 2021 QUEENSLAND AUGUST 2022 SEPTEMBER 2019 ▪ Pure dry equipment ▪ Complements prior ▪ Specialist rental ▪ Specialist in test ▪ Sp
Slide 9: Strategic Positioning in the Resources Sector
STRATEGIC POSITIONING IN THE RESOURCES SECTOR COMPETITIVE ADVANTAGES Capability Babylon + Blue Hire + Matrix Key Differentiator ▪ Babylon is now a scaled, specialist provider across both equipment rental Over 340 assets including high and technical services. Dry Hire Rental Fleet and low HP pumps, h
Slide 10: FY26 YTD Performance
FY26 YTD PERFORMANCE Rental delivering Strong rental segment Maintenance segment Steady corporate anticipated growth momentum, assets has begun FY26 well cost structure as in more profitable required to capitalise down on the prior year. base for growth segment on growth opportunities Delayed and de
Slide 11: Financial Outlook
FINANCIAL OUTLOOK STRONG CONTRIBUTION FROM RECENT ACQUISITIONS ▪ Rental segment Q1FY26 EBITDA up 87% over previous quarter1; with acquisitions only contributing for two months. ▪ Recent acquisitions of Blue Hire and Matrix underpin the majority of rental segment EBITDA growth and deliver consistent,
Slide 12: FY26 Strategic Priorities and Investment Case
FY26 STRATEGIC PRIORITIES AND INVESTMENT CASE ▪ Maintain focus on cash generation and debt reduction. ▪ Drive fleet utilisation across the expanded group. ▪ Continue building cross-segment customer solutions and recurring revenue streams. ▪ Deferred maintenance across the industry is seeing near ter
Slide 13: Board of Directors
BOARD OF DIRECTORS James Cullen Michael Shelby Patrick Maingard Louise Bower Chris Radin Non-Executive Chairman Managing Director Non-Executive Director Non-Executive Director Non-Executive Director Jamie has over 20 years’ Co-Founder of Patrick has over 30 Louise has 27 years’ Chris has experience
Slide 14: Corporate Snapshot
CORPORATE SNAPSHOT ASX Code BPP Ordinary Shares 1 3,807m Performance Rights 251m Market cap (Fully diluted @ 0.5 cents) $19.0m Drawn Debt $27.4m Cash (30 Sept 2025) $2.3m Undrawn Asset Facilities (30 Sept 2025) $1.9m Installation of a new hybrid power unit in Western Australia Shareholders 790 Board
Slide 15: Michael Shelby, Managing Director
MICHAEL SHELBY Managing Director 1 Port Place, High Wycombe WA 6057 +61 477 088 341 mshelby@babylonpumpandpower.com wwwˌbabylonpumpandpowerˌcom
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