Tasmea Limited · ASX:TEA
Tasmea — TIP Group Emerging Wealth Winners Conference 2026
20 slides from Tasmea's conference presentation, Apr 16, 2026
Slide 1: Tasmea Limited – TIP Group Emerging Wealth Winners Conference Presentation
ASX Announcement ASX: TEA 16 April 2026 Tasmea Limited – TIP Group Emerging Wealth Winners Conference Presenta on Tasmea Limited (ASX: TEA) provides the a ached presenta on, delivered by Managing Director Stephen Young and Execu ve Director Trent Northover at TIP Group’s Emerging Wealth Winners Conf
Slide 2: Tasmea Limited Emerging Wealth Winners Conference April 2026
For personal use only TASMEA LIMITED EMERGING WEALTH WINNERS® CONFERENCE APRIL 2026
Slide 3: Tasmea Limited (ASX: TEA) leadership
Tasmea Limited (ASX: TEA) Founder-led, maintenance-focussed specialist trade services provider operating across key industries in Australia Stephen Young | Founder & Managing Director For personal use only • Founded Tasmea in 1999 • 26+ years leading group strategy and growth • 45+ years experience
Slide 4: Geographic footprint nation-wide
Geographic footprint nation-wide DARWIN KEY INDUSTRIES For personal use only WEIPA MCARTHER RIVER MINING (iron ore, gold, copper, coal) CAIRNS OIL & GAS TOWNSVILLE MT ISA BOWEN KARRATHA MACKAY POWER & RENEWABLES MORANBAH TOM PRICE BLACKWATER GLADSTONE WASTE & WATER BILOELA PARABURDOO SUNSHINE COAST
Slide 5: Tasmea's Unique Structure
Tasmea’s Unique Structure Founder-led Decentralised model Specialist services For personal use only Executive directors own ~58% of the equity 26 interdependent leading Australian Maintenance, shutdown, breakdown, diversified specialist trade skill services brownfield upgrade services & labour hire
Slide 6: Specialist trade skilled services operating segments
Specialist trade skilled services operating segments WORKFORCE ELECTRICAL SOLUTIONS For personal use only 18 yrs 4 yrs 25 yrs 10 yrs 21+ yrs 19 yrs 13 yrs MECHANICAL 10 yrs 29 yrs 9 yrs 12 yrs 16 yrs 10 yrs 15 yrs CIVIL 12 yrs 4 yrs 2 yrs 10 yrs Existing WATER & customers FLUID 19 yrs 8 yrs 36 yrs 2
Slide 7: Twin-pillar organic & acquisition growth strategy
Twin-pillar organic & acquisition growth strategy Organic Growth → We Buy to Grow For personal use only Owner-operator vendors Focussed & relentless Strong customer Safe work & cross-selling Disciplined allocation of who remain and whose commitment to developing relationships evidenced by EBIT syner
Slide 8: Tasmea's compounding acquisition growth model
Tasmea’s compounding acquisition growth model ✓ Applying the serial acquisition model to Australia’s highly fragmented specialist trade services sector ✓ Value creation through disciplined capital allocation ✓ Conservative gearing For personal use only ✓ Acquisition multiples of 3x to 5x EV/EBIT ✓ I
Slide 9: Revenue organic growth strategy
Revenue organic growth strategy Tasmea subsidiaries are increasingly generating cross-sell revenue synergy opportunities with its growing portfolio of specialist service providers For personal use only Increasing revenue New customer 1 New customer 2 opportunities Securing new Reaching new New MSAs
Slide 10: Scaling Up: Proven twin-pillar growth model
Scaling Up: Proven twin-pillar growth model Organic growth and programmatic acquisition growth track record: 34% Statutory Revenue CAGR since FY21 For personal use only 34% CAGR since FY21 $548m $400m $320m $245m $171m FY21 FY22 FY23 FY24 FY25 FY26e ASX listing Apr-24 Statutory Revenue Note: FY26e r
Slide 11: 5-Year Execution Delivery – strong & consistent growth
5-Year Execution Delivery – strong & consistent growth PRO-FORMA EBIT PRO-FORMA NPAT 128 For personal use only 34% 78 CAGR 34% 93 CAGR 63 55 37 43 28 30 35 23 18 13.9% 11.8% 11.7% 13.5% 15.0% 8.5% 7.9% 7.7% 9.1% 10.1% FY21 FY22 FY23 FY24 FY25 FY26e FY21 FY22 FY23 FY24 FY25 FY26e Pro-forma EBIT $M Pr
Slide 12: HY26: Delivering on our organic & acquisition growth strategy
HY26: Delivering on our organic & acquisition growth strategy For personal use only Underlying EBIT Underlying EBIT margin Growing EBIT organically $44.3m 13.7% +12% +36% growth vs $32.6m HY25 +50 bps vs 13.2% HY25 Underlying Organic EBIT growth (Underlying excl. WorkPac) in HY26 vs PCP excluding Fl
Slide 13: Market Outlook – Australia's Skilled Labour Challenge
Market Outlook – Australia’s Skilled Labour Challenge For personal use only WA: half of QLD: The Big Build $107bn Australia’s total WA: Asset Investment investment program to QLD: ranks globally Program projected to 2027–28 in health, exports, top 10 in key mineral 2027-28 $107B transport, education
Slide 14: High quality returns and balance sheet strength
High quality returns and balance sheet strength For personal use only ROCE ROE Efficient operating working capital ~38% ~35% ~4% Disciplined capital allocators with high High return on equity Calculated as (trade receivables + inventory + reinvestment rates generating strong contract assets less tra
Slide 15: Founder-led, shareholder-management aligned
Founder-led, shareholder-management aligned Tasmea is led by its founder Directors who collectively own ~58% of Tasmea Strategically aligned senior management team with ~100 employees identified to participate in long-term For personal use only incentive plans (LTI) and focused on delivery of LTI ea
Slide 16: Consistent & sustainable shareholder dividend policy
Consistent & sustainable shareholder dividend policy The Board remains committed to a disciplined 6.0c For personal use only +20% capital allocation framework balancing sustainable dividends with reinvestment in organic growth & programmatic acquisitions Fully Franked Interim dividend Interim Divide
Slide 17: High Growth Performance, Relative Low Risk
High Growth Performance, Relative Low Risk Tasmea generated highest EBIT and EPS compound annual growth rates (“CAGR”) compared to peers since FY21, whilst increasing EBIT margins EBIT margin (%) EBIT CAGR since FY21 (%) For personal use only TEA 13.6% TEA MAD SXE SRG 42.0% 9.6% MND 36.8% 37.1% GNP
Slide 18: Outlook & momentum in our EBIT growth strategy
Outlook & momentum in our EBIT growth strategy FY26 Guidance Reconfirmed Strong order book For personal use only $117m EBIT & $72.5m NPAT >100 MSAs executed • Guidance for FY26 excludes non-underlying impacts • 12% organic growth achieved in HY26 with strong 2H26 forecast with 93% of FY26 forecast r
Slide 19: Q&A Thank you for listening!
Q&A For personal use only Thank you for listening! 18 EMERGING WEALTH WINNERS® CONFERENCE
Slide 20: Important notice
Important notice • This document has been prepared by Tasmea Limited (ABN 22 088 588 425) (“Tasmea” or “the Company”). No other party other than Tasmea has authorised or For personal use only caused the issue of this document, or takes responsibility for, or makes any statements, representations or
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