Srg Global Limited · ASX:SRG
Srg Global — Shareholder Meeting (October 2025)
25 slides from Srg Global's shareholder meeting presentation, Oct 9, 2025
Slide 1: 2025 AGM Managing Director Presentation
For personal use only 2025 AGM Managing Director Presentation
Slide 2: Who We Are, What We Do, Our Vision
For personal use only WHO WE ARE WHAT WE DO OUR VISION We are a diversified We bring an The most sought-after infrastructure engineering mindset diversified infrastructure services company to deliver critical services business services for major industry 2
Slide 3: Diversified Infrastructure Services
DIVERSIFIED "s INFRASTRUCT SERVICES
Slide 4: SRG Global at a glance
Perth North Queensland S&P/ASX 300 Gladstone North-West For personal use only Brisbane People Diversified Infrastructure 4,500 North Island Services Business 80% Annuity / Recurring Earnings Profile Industries 20+ Geographic split Newcastle Revenue 50% East Sydney ~$1.4b Roxby Downs Southern NSW Why
Slide 5: Executive Summary
AGM 2025 Executive Summary Record FY25 Financial Result Returns to Shareholders Excellent Cash Generation only FY25 EBITDA1 of EPS(A)1 of EBITDA Cash Conversion of 127.1m 10.3cps 102% AGM 2025 $ For personal use Up 29% on FY24 Up 34% on FY24 Transitioned to Net Cash of $16.2m EBIT(A)1 of $93.8m, up
Slide 6: FY25 Results Overview
CANNING DAM, WESTERN AUSTRALIA For personal use only ADD FY25YOUR Results PRESENTATION Overview TITLE HERE AGM 2025 6
Slide 7: FY25 Financial Performance
AGM 2025 FY25 Financial Performance Key Highlights For personal use only FY24 FY25 Change Revenue $1,069.3m $1,323.3m ▲ 24% EBITDA $98.5m $127.1m ▲ 29% EBIT(A) $65.6m $93.8m ▲ 43% NPAT(A) $40.3m $61.0m ▲ 52% Record EBITDA % margin 9.2% 9.6% ▲ 4% Financial EBIT(A) % margin 6.1% 7.1% ▲ 16% Result NPAT
Slide 8: FY25 Financial Performance: Key Highlights
AGM 2025 FY25 Financial Performance Key Highlights 5 00 EPS(A) For personal use only REVENUE 11.0 10.3 10.0 9.0 EBITDA 7.7 cents per share 24% 8.0 7.0 6.7 YOY 6.0 140 29% 5.0 1,323m YoY 5.0 4.0 3.3 $ 120 3.0 2.0 23% 1.0 YoY 100 0.0 FY21 FY22 FY23 FY24 FY25 40% YoY $ Millions 80 21% EBITDA Dividend 6
Slide 9: Long Term Track Record of Delivery
AGM 2025 Long Term Track Record of Delivery For personal use only FY21 FY22 FY23 FY24 FY25 Revenue $570.0m $644.2m $809.0m $1,069.3m $1,323.3m EBITDA $47.1m $57.2m $80.1m $98.5m $127.1m EBIT(A) $25.1m $34.2m $50.0m $65.6m $93.8m NPAT(A) $14.9m $22.4m $31.8m $40.3m $61.0m Continuing to EBITDA % margi
Slide 10: Underpinned by a Strong Foundation
Underpinned by a Strong Foundation For personal use only WEST WIND FARM, MERIDIAN ENERGY, WELLINGTON, NEW ZEALAND 10
Slide 11: Environmental, Social & Governance in Action
AGM 2025 Environmental, Social & Governance in Action For personal use only Environmental • Workiva Carbon software platform fully implemented and operational in preparation for FY26 climate reporting • Sustainability initiatives such as alternate composite materials, e-waste recycling and solar pow
Slide 12: Operating Segment Update
AUCKLAND HARBOUR BRIDGE MAINTENANCE, NEW ZEALAND TRANSPORT AGENCY For personal use only ADD YOUR Operating PRESENTATION Segment Update TITLE HERE AGM 2025 12
Slide 13: Strong Financial Performance by Segment
AGM 2025 Strong Total Corporate Segment Financial Revenue Revenue Revenue Revenue For personal use only Performance $1,323.3m $867.4m $455.9m (nil) EBITDA EBITDA EBITDA EBITDA Revenue 127.1m 121.3m 36.2m ($30.4m) 24 % $ $ $ EBITDA Margin of 9.6% EBITDA Margin of 14.0% EBITDA Margin of 7.9% EBITDA Ma
Slide 14: Maintenance & Industrial Services
For personal use only Integrated asset program management, • Asset Program Management asset monitoring, inspection & testing, • Asset Monitoring & Testing asset maintenance & remediation, • Asset Maintenance & Remediation specialist drill & blast and geotech, • Specialist Drill & Blast; and Geotech
Slide 15: Maintenance & Industrial Services in Review
OPERATING SEGMENT UPDATE Maintenance & Industrial Services in Review Long-term contracts secured For personal use only Term contracts with Hunter Water, Genesis Energy (NZ), Department of Climate Change & Energy, SA Water, Fonterra, Transport VIC, BHP, South32, Hanroy, Origin, Rio Tinto and Genesis
Slide 16: Engineering & Construction
KEEPIT DAM STRENGTHENING, WATER NSW For personal use only Specialist engineering and • Advisory Services construction of critical infrastructure • Specialist Design Services across a diverse range of growth • Early Contractor Engagement sectors including water, transport, • Civil Infrastructure defe
Slide 17: Engineering & Construction in Review
OPERATING SEGMENT UPDATE Engineering & Construction in Review Strong execution of first major R5/B4 project For personal use only $90m Jervis Bay integrated road and bridge project for Transport NSW well progressed with recently attained highest national road and bridge accreditation (R5/B4). Market
Slide 18: Way Forward
TRANSPOWER TOWER MAINTENANCE, NORTH ISLAND, NEW ZEALAND For personal use only ADD Way YOUR PRESENTATION Forward TITLE HERE AGM 2025 18
Slide 19: Building the Most Sought-after Diversified Infrastructure Services Business
AGM 2025 Building the Most Sought-after Diversified Infrastructure Services Business For personal use only Zero Harm / ESG industry leader and recognised employer / partner of choice Continuing to enhance our Innovation and Technology to drive sustainable growth and competitive advantage Selecti
Slide 20: Strategic Transformation Delivering Sustainable Growth
AGM 2025 Strategic Transformation Delivering Sustainable Growth FY26 earnings guidance For personal use only ~10% up on FY25 Strong Platform Exposure to 150 for Sustainable Diverse Sectors 140 127 Earnings Growth and Geographies 130 120 Work in Hand: Opportunity Pipeline: 110 3.6b 8.5b 98.5 100 $ $
Slide 21: Positive Outlook
AGM 2025 Positive Outlook Operating segment performance… …driving positive momentum For personal use only FY26 guidance of ~10% EBITDA / EBIT(A) earnings growth from FY25 reaffirrmed $3.6b Work in Hand and $8.5b Opportunity Pipeline provides platform for long-term sustainable growth Positive exp
Slide 22: Investment Proposition
AGM 2025 Investment Proposition For personal use only End-to-end Diverse Highly asset lifecycle market sectors scalable capability / geographies business model $ Annuity Capital High growth earnings light dividend profile investment profile stock 22
Slide 23: Appendix 1: Disclaimer
NORTH PINE DAM, SOUTH EAST QUEENSLAND For personal use only Appendix 1: Disclaimer FY25 AGM 23
Slide 24: Disclaimer
Disclaimer For personal use only Summary information This Presentation is for information purposes only and is a summary only. It should be read in conjunction with SRG Future performance and forward-looking statements Global’s most recent financial report and SRG Global’s other periodic and continu
Slide 25: srgglobal.com.au
For personal use only srgglobal.com.au