Babylon Pump & Power Ltd · ASX:BPP
Babylon Pump & Power — Investor Presentation (June 2025)
13 slides from Babylon Pump & Power's investor presentation, Jun 2, 2025
Slide 1: Transformational Acquisitions & Entitlement Offer
(ASX: BPP) TRANSFORMATIONAL ACQUISITIONS & ENTITLEMENT OFFER JUNE 2025 1
Slide 2: Important Notice & Disclaimer
IMPORTANT NOTICE & DISCLAIMER This presentation has been prepared by Babylon Pump & Power Limited (“Babylon” or “anticipates” or “does not anticipate” or “believes” or variations of such words and phrases or (“Company”) (ASX: BPP) for information purposes only. statements that certain actions, event
Slide 3: Transaction Summary
Transaction Summary • Babylon has executed two agreements, which are subject to various conditions precedent including, but not limited to, Babylon having satisfactorily completed its due diligence enquiries in relation to the targets, and there being no material adverse changes impacting the target
Slide 4: Key Transaction Terms
Key Transaction Terms Blue Hire Matrix Upfront • $16.35m cash and $1.65m Babylon shares • $2.0m cash and $0.5m Babylon shares Consideration • Total: $18.0m • Total: $2.5m Deferred • Minimum of $6.0m to maximum of $8.2m • Estimated $1.0m Consideration • Comprising of 85% cash and 15% Babylon shares •
Slide 5: Backing a Team into Transformational Acquisitions
BACKING A TEAM INTO TRANSFORMATIONAL ACQUISITIONS • Babylon is poised to further enhance its scale and earnings with the proposed transformational acquisitions of Matrix & Blue Hire, continuing to execute on the strategy of focusing on rental business growth. • Babylon will expand its core capabilit
Slide 6: Strategic Rationale
STRATEGIC RATIONALE ▪ Babylon maintains disciplined strategic growth by executing agreements for the acquisition of two high quality equipment • Immediate portfolio growth rental businesses, with further opportunities continuing to with minimal client overlap emerge. • Shared equipment types enable
Slide 7: 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 Over 340 assets including high Full HP range + dual- across both equipment rental and Dry Hire Rental Fleet and low HP pumps,
Slide 8: Financial Impact
FINANCIAL IMPACT Strong Financial Contribution from Acquisitions ▪ Pro Forma Combined Revenue grows from $46m Pro forma combined EBITDA in FY23 to estimated $54m in FY26 , based on FY24 ▪ Pro Forma Combined estimated EBITDA $14m in FY26, comprised of ~$8m EBITDA contribution from the Acquisitions, b
Slide 9: Next Steps
NEXT STEPS Opportunity Snapshot Funding Plan Next Steps ▪ Two strategically ▪ Up to $21.2m in debt ▪ Finalise funding Babylon is aligned acquisitions funding to be secured to commitments, including positioned for a with low execution risk complete upfront accelerated rights issue step-change in acqu
Slide 10: Equity Funding Overview
EQUITY FUNDING OVERVIEW • Babylon is undertaking an accelerated non-renounceable entitlement offer to raise a total of approximately A$3.5 million (“Entitlement Offer” or the “Offer”). • Settlement on the institutional component has already taken place and funds received from Offer Structure and Siz
Slide 11: Pro-Forma Capitalisation, Sources and Uses & Indicative Timetable
PRO-FORMA CAPITALISATION, SOURCES AND USES & INDICATIVE TIMETAB LE Pro-Forma Capitalisation (A$m) Event Date Shares on issue pre-Entitlement Offer 2,499.6 Trading Halt Thursday, 29 May 2025 Shares under Accelerated Offer 271.0 Announcement of Blue Hire Acquisition, NAB Monday, 2 June 2025 Shares und
Slide 12: 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 Babylon , Patrick has over 30 years of Louise has 27 years’ Ch
Slide 13: Michael Shelby, Managing Director
MICHAEL SHELBY Managing Director 1 Port Place, High Wycombe WA 6057 +61 477 088 341 mshelby@babylonpumpandpower.com wwwˌbabylonpumpandpowerˌcom 13
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