Mader Group Ltd · ASX:MAD
Mader — Morgan Stanley Alpha ex-100 Conference 2023
23 slides from Mader's conference presentation, Apr 27, 2023
Slide 1: Building to the First Billion
or personal use only ‘~ BUILDING TO THE FIRST BILLION MORGAN STANLEY EX-100 CONFERENCE MADER GROUP LIMITED | 2023 MADER
Slide 2: Who We Are
Who We Are Marisa leacingabatprvderotseecaist= 2 500+ 1000+ 520+ 335+ 8 /— We are dedicated to helping customers enhance their Skilled employees eteRout the world Locations Customers Countries operations through optimal asset performance. Global workforce Support vehicles Supported Wide network Oper
Slide 3: What We Do
% MADER What We Do Specialist technical services covering... We deliver ‘tap on, tap off’ specialist services J . >) designed to help our customers make light work Heavy Mobile z= Power Generation Energy = of heavy equipment maintenance. Equipment iL’. Transport & Marine Sector aw ah Infrastructure
Slide 4: High Growth Agenda
High Growth Agenda Current market conditions have provided Mader with the confidence to forecast FY23 revenue of at least SS80m delivering NPAT of at least S37m s00 Foundation Targeted CQ * laid for growth growth in soo 10 Year CAGR ‘ \ oe 2 North America W on Strong, flexible business _ : E $402m,
Slide 5: Geographical Diversification
For personal use only Geographical Diversification MADER GROUP LIMITED
Slide 6: Growth Opportunities and Addressable Market
Growth Opportunities and Addressable Market Sites engaged: Sites Mader Group services versus total operational sites ROM: Run of Mine Production in Metric Tonnes Sources: GlobalData Intelligence Centre for total site operations, 2022 site data and North America Gas & LNG Market Outlook. “US Crude Oi
Slide 7: North America Scaling Growth
North America Scaling Growth Field Techs Service Trucks 300+ 100+ Sx: Customers States & Provinces 60+ 28 consis Mader Energy Fully organic launched to target start-ups energy sector OEM Agnostic Mechanical Maintenance Unrestricted By State Borders & Franchise Limitations Commodity Market 3 billion
Slide 8: Industry Diversification
For- personal use only Industry Diversification MADER GROUP LIMITED
Slide 9: Building blocks — industry verticals
Building blocks — industry verticals Energy Market is essential to the production and transportation of natural gas. The mechanical process is required at several stages, particularly in the upstream and midstream sectors. {Zs oh #roduction at the wellhead Storage & distribution will obs ‘Gas proces
Slide 10: Building blocks — industry verticals
Building blocks — industry verticals Ancillary Services Transport & Logistics 234.6B Maa Tonne kilometres of freight moved by road in Australia 29% Of Australia's total bulk and non-bulk freight is carried by road 20 urrent contribution to Mader Group revenue... = & Light Vehicle Maintenance Electri
Slide 11: Just Getting Started
MADER Just Getting Started SB xX oe 8 Resources Ancillary Infrastructure Transport & Power Gen : Services Maintenance Logistics & Marine Significant Revenue Streams The compounding effect of replicating our business model in multiple significant addressable markets in parallel. S1B+ Targeted Annual
Slide 12: Culture and People
For personal use:only Culture and MADER GROUP LIMITED People
Slide 13: Unlocking Global Pathways
Unlocking 5S n =) Global Pathways is a program that connects skilled Access to and the best technicians worldwide Zz Significant number of employees have already signed up to Two way transfers between underway
Slide 14: Taking It Up A Cog with Three Gears
TAKING IT UP A cog with… For personal use only THREE GEARS
Slide 15: Rewarding Quality
wen Variety. Flexibility. REWARDING QUALITY Unique Beyond the Job Flexible Tailored Rosters Exciting Pathways Growing Industry Built over AWARD BEST CANDIDATE EXPERIENCE INITIATIVE 2023 AWARD FINALIST SEEK TALENT ACQUISITION RECOGNITION (STAR) AWARDS LARGE BUSINESS OF THE YEAR 2022 AWARD WINNER RISE
Slide 16: Investment Case
Investment Case Market Cap Share Price $874m $4.37 At market close i * At market close 26 April 2023 oS 26 April 2023 4, excludes 9.84m FY24 and FY26 Performance Rights and 1.8m FY24 Share Appreciation Rights. Share Price 2HFY21 1HFY22 2HFY22 1HFY23 April23 —Share Price 12
Slide 17: Appendices
For personal use only Appendices MADER GROUP LIMITED
Slide 18: For personal use only
For personal use only Founder of Mader, Luke is Justin has over 20 years’ Formerly the CEO and CFO of Craig is a venture capital trade qualified with 20 years’ experience in the mining and Mader, Patrick has been with investor in emerging projects experience in the mining energy industries in Austra
Slide 19: Our Services
Our Services METHOD OF CUSTOMER ENGAGEMENT Our selection of specialist services are designed to help customers make light work of heavy equipment maintenance © Typically % Multi-year CORE MECHANICAL SERVICES AEST TA freeware scopes Mobile Plant Maintenance ° agreements a io) a a ie) ie] ie] io] Rapi
Slide 20: Planning for the Future
% Planning for the ture Le) Our Trade Upgrade Apprenticeship Program aims to bridge the 89 % skills gap. Through thi itive, we work closely with our RETENTION industry partners to feed quality tradespeople into mining across Western Australia and Queensland. We are proud to have inducted into our Tr
Slide 21: For personal use only
For personal use only Supported our charity partner, the Kijilamatambo School. MACA Cancer 200 Ride for Research STEM/Engineering & Trades Career Expo Solwezi, Zambia. WA, Australia WA, Australia
Slide 22: Glossary
Glossary Q1FY23 The period 1 July 2022 to 30 September 2022 Q3 FY23 The period 1 January 2023 to 31 March 2023 Q3 FY22 The period 1 January 2022 to 31 March 2022 FY23 The period of 1 July 2022 to 30 June 2023 FY22 The period of 1 July 2021 to 30 June 2022 CAGR Compound Annual Growth Rate NPAT Net pr
Slide 23: Disclaimer
Disclaimer This presentation has been prepared by Mader Group Limited (ACN 159 340 397) "Mader’, "Mader Group’ and the “Company’) and approved by the Board. The information contained in this presentation is for information purposes only. The information contained in this presentation is not investme
Mader Group — Morgan Stanley Alpha ex-100 Conference 2023 on 6ix