Ipd Group Ltd · ASX:IPG
Ipd — Investor Presentation (February 2026)
28 slides from Ipd's investor presentation, Feb 23, 2026
Slide 1: FY26 Half Year Results Presentation
FY26 Half Year Results Presentation 20 26
Slide 2: Presenters
Presenters Michael Sainsbury Jason Boschetti David McFadyen Executive Director & CEO Chief Financial Officer Investor Relations IPD Group – FY26 Half Year Results 2
Slide 3: What we'll share today
What we’ll share today Agenda – Overview – Financial Performance – Market & Business Update – Strategy & Outlook – Q&A IPD Group – FY26 Half Year Results 3
Slide 4: Overview
Overview IPD Group – FY26 Half Year Results 4
Slide 5: Our Vision and Mission
Our Our Vision Mission To help build a future where To enhance every aspect of sustainable electrical infrastructure infrastructure through energy creates a better life for all. efficiency, automation and secure connectivity while prioritizing the safety and wellbeing of people. IPD Group – FY26 Hal
Slide 6: Our Connected Group
Our Connected Group Highly complementary businesses servicing a range of sectors with strong tailwinds Electrical infrastructure solutions provider Industrial Power, cabling Hazardous area electrical and connectivity equipment specialist Critical cabling solutions for Engineering services for Electr
Slide 7: Corporate Snapshot
Corporate Snapshot Capital Structure Board of Directors ASX Code IPG David Rafter Non-Executive Chair ASX Share price $4.62 (1) IPO Date 17th December 2021 Andrew Moffat Non-Executive Director Shares on issue 103,980,121 Net Debt $24.4M (2) Mohamed Yoosuff Non-Executive Director Market capitalisatio
Slide 8: HY26 Results Overview
HY26 Results Overview Continued growth exceeds top-end of earnings guidance (1) (1) (1) (1) Revenue Underlying EBITDA Underlying EBIT Underlying NPAT Underlying EPS $192.7m $25.4m $21.7m $14.4m 13.8 cents Up 8.9% (PCP $176.9m) Up 7.6% (PCP $23.6m) Up 7.4% (PCP $20.2m) Up 8.3% (PCP $13.3m) Up 7.0% (P
Slide 9: Financial Performance
Financial Performance IPD Group – FY26 Half Year Results 9
Slide 10: Financial Overview
Financial Overview Record revenues & profits (1) Underlying Movement % Continued growth exceeds top-end of earnings $m 1H FY26 1H FY25 (vs last year) guidance Revenue 192.7 176.9 8.9% • Record revenue, EBITDA, EBIT and NPAT results for the Group drives Gross profit 64.2 62.3 3.0% earnings above the
Slide 11: Sales & Earnings Growth
Sales & Earnings Growth Record revenues & profits Revenue of $192.7 million, up 8.9% on pcp Revenue Underlying(1) EBITDA $354.7m • Continued revenue growth across the core IPD business (+11%on the pcp), CMI (+2% on the pcp), $25 .4m and EX Engineering (+55% on the pcp). $290.4m $23.6m $22.7m $22.9m
Slide 12: Balance Sheet
Balance Sheet Strong financial position As at As at Net Assets $m 31 Dec 2025 30 Jun 2025 Total current assets 201.9 169.2 $172.0m Total non-current assets 142.9 105.8 $163.9m $158.1m Total assets 344.8 275.0 $150.7m $142.7m Total current liabilities 107.4 83.6 Total non-current liabilities 65.4 27.
Slide 13: Net Working Capital & Dividend
Net Working Capital & Dividend Continued investment for future growth Net working capital (NWC) of $88.9 million Net Working Capital (NWC) Dividends $88.9m 6.8c • Inventory increased by $20.0 million on 30 June 2025. $12.6 million was acquired with the acquisition of Platinum 6.4c 6.2c 6.2c Cables a
Slide 14: Market & Business Update
Market & Business Update IPD Group – FY26 Half Year Results 14
Slide 15: Market Update
Market Update Growth, innovation & opportunity Water & Data Centre Mining & Wastewater infrastructure Resources • Water needs rising: Sydney Water has estimated • Energy Efficiency Gains – DeepSeek AI models • Experiencing steady growth - Driven by the that data centres could add between 15% to 20%
Slide 16: Market Update
Market Update Growth, innovation & opportunity The mining industry is transforming through electrification and data driven operations that will deliver better operational efficiency to sustain the accelerating global energy transition • Fleet transition to Battery Electric Vehicle + On site Battery
Slide 17: Diversified Revenue
Diversified Revenue Our portfolio is evolving to capture the growth from key end markets Revenue per Product category 1H FY26 Proforma Revenue per Product category 1H FY26 Power distribution 38% Power distribution 35% Cables 21% Cables 29% Hazardous area equipment 12% Hazardous area equipment 11% Mo
Slide 18: Business Review: Electrical Power, Control & Automation
Business Review Solutions in Electrical Power, Control & Automation Initiatives & Highlights Major Projects • Increase in LV Electrical Distribution market share, • Firmus Data Centre – Tasmania - Supply of with ABB, across 1000V, & Data Center . switchboard system and low voltage switchgear through
Slide 19: Business Review: High Voltage & EV Charging
Business Review Solutions for High Voltage & EV Charging infrastructure Initiatives & Highlights Major Projects • Successfully implemented a Technician utilization • Successfully delivered PTA Malaga Bus initiative which has increased utilization by an electrification project. (WA) average of 20% ov
Slide 20: Business Review: Hazardous Areas
Business Review Electrical Safety Solutions for Hazardous Areas Initiatives & Highlights Major Projects • Preparations for the transfer of the Stahl • Remote IO Panels for Grain Industry in SA utilising distributorship from IPD started in Jan 2026 DEXEN range including setting up 2 warehouses and 1
Slide 21: Business Review: Electrical Cables & Power Connections
Business Review Experts in Electrical Cables & Power Connections Initiatives & Highlights Major Projects • National projects & tendering team to enhance quoting • Secured a significant SWA cable supply contract for a capability and streamline coordination of large-scale major project in Northern Wes
Slide 22: Business Review: Cabling for Mining and Resources
Business Review Cabling solutions for the mining and resources Initiatives & Highlights Major Projects • Successful introduction to market for new • Tender submission for WA Iron ore Longwall mining cable range. decarbonization project, plus other significant and strategic project pipeline. • Strong
Slide 23: Strategy & Outlook
Strategy & Outlook IPD Group – FY26 Half Year Results 23
Slide 24: Our Strategic Pillars
Our Strategic Pillars Committed to long-term shareholder value creation Business Growth Operational Efficiency Our organic growth – Products & solution portfolio Scalable Operations – Leverage shared services expansion to maximize long term value creation for high and economies of scale to streamlin
Slide 25: Outlook
Outlook Sustained solid performance The Board expects the Company to deliver a solid full year performance, supported by several positive operational and financial indicators. The strong first half result provides a robust foundation for the remainder of the year, with January and February trading c
Slide 26: Important Notice & Disclaimer
Important Notice & Disclaimer No Reliance The information contained in this document is not investment or financial product advice and is not intended to be relied upon as the basis for an investment decision, and is not, and should not be assumed to be, complete. The information provided in this pr
Slide 27: Q&A
Q&A IPD Group – FY26 Half Year Results 27
Slide 28: Thank you
Thank you IPD Group – FY26 Half Year Results 28