Saunders International Limited · ASX:SND
Saunders International — Investor Presentation (August 2026)
30 slides from Saunders International's investor presentation, Aug 27, 2026
Slide 1: FY2026 Results Investor Presentation
FY2026 Results Investor Presentation Built for what’s next An integrated infrastructure services business - engineering, building and sustaining critical infrastructure in high-compliance markets. FY26 Investor Presentation 1
Slide 2: Presenting today
Presenting today Angelo De Angelis Managing Director and Chief Executive Officer Alex Dunne Chief Financial Officer Manish Pancholi Executive Vice President Trevor Walker Executive General Manager Acknowledgement of Country We acknowledge the Traditional Owners and Custodians of Country throughout A
Slide 3: Strategic foundation
Strategic foundation Who We Are What We Do Our Vision Engineer Build Sustain An integrated infrastructure Critical infrastructure in The most trusted partner for services business high-compliance markets critical infrastructure delivery FY2026 Investor Presentation 3
Slide 4: Key markets
Key markets Saunders is positioned across critical infrastructure markets that are supported by long-term investment tailwinds Defence & Resources Government Water Energy & Industrials What we do • Critical fuel and sovereign • Storage, treatment and network • Fuel security, storage and energy • Pro
Slide 5: Built for sustainable scale
Built for sustainable scale FY2026 milestones expanded Saunders’ serviceable markets, strengthened delivery capability and increased visibility over multi-year programs Four advantages set Saunders apart in high-compliance infrastructure markets Brand positioning Deep experience in regulated, securi
Slide 6: Key milestones
Key milestones Executing a disciplined growth plan in high-compliance infrastructure markets, supported by long-term public and private investment. Aqua Metro Sydney Water 01 integration completed 02 panels secured Established a scalable national Water platform, Secured two 10-year Delivery Contract
Slide 7: Financial Overview
FY2026 FINANCIAL OVERVIEW
Slide 8: Financial headlines
Financial FY2026 delivered record revenue, a stronger balance sheet and improved headlines underlying earnings, positioning Saunders for FY2027 and beyond. RECORD SCALE FINANCIAL RESILIENCE SHAREHOLDER RETURNS Revenue Adjusted EBITDA Cash Adjusted NPATA Adjusted EPSA Dividend $305.6m $9.8m $29.8m $3
Slide 9: Balance sheet and capital management
Balance sheet and capital management Strong liquidity and record forward work provide flexibility to mobilise larger scopes and invest in long-term growth Cash balance Net Cash Capital management framework $29.8m $22.3m +35.0% vs FY2025 Strong position maintained Maintain balance Protect flexibility
Slide 10: Revenue by Segment and Market
Revenue by Saunders’ diversified market exposure is driving a broader revenue mix, increasing annuity-style revenue and supporting Segment and Market sustained growth. REVENUE BY SEGMENT ANNUITY-STYLE REVENUE REVENUE GROWTH Water is increasing revenue diversification and Annuity-style revenue has in
Slide 11: Pipeline analysis
Pipeline Record Work in Hand and Pipeline underpinned by diversified market analysis exposure and a national delivery footprint RECORD SCALE MARKET DIVERSIFICATION GEOGRAPHIC DIVERSIFICATION Balanced market focus delivering National footprint making Saunders Work in Hand Pipeline a diversified portf
Slide 12: Environmental, Social and Governance
Environmental, Social and Governance Building a stronger, safer and more resilient business Safety Reduced TRIFR¹² by 20% to 3.9 injuries per million hours worked, supported by disciplined delivery, FIRST NATIONS PEOPLE & OFSC compliance and continued focus through ENGAGEMENT CAPABILITY Together for
Slide 13: Our Markets
OUR MARKETS Positioned in markets supported by long-term infrastructure investment. 13
Slide 14: Defence & Government
Defence & Government A long-duration Defence infrastructure cycle is creating a clear pathway for Saunders to expand from fuel infrastructure into broader critical infrastructure and sustainment. MARKET THEMATICS Long-cycle sovereign investment in Defence fuel, estate and broader critical infrastruc
Slide 15: Defence & Government
Defence & Government Saunders’ delivery footprint is increasingly aligned with Defence’s priority infrastructure investment zones across northern Australia and the Indo-Pacific. Larrakeyah Defence Precinct RAAF Darwin Established Proven Defence footprint RAAF Tindal Defence delivery Proven fuel and
Slide 16: Defence & Government
Defence & Government Demonstrating growing head-contractor capability, integrated delivery and geographic reach across Defence infrastructure. RMAF Butterworth, • First head contract awarded directly by the RAAF Base • Delivering approximately 3.5km of aviation Malaysia Australian Department of Defe
Slide 17: Water
Water Long-term investment in essential water and civil infrastructure gives Saunders a scalable platform to convert strong utility positions into broader national, program-based growth. MARKET THEMATICS Population growth, ageing infrastructure and water security are driving sustained investment in
Slide 18: Water
Water Established positions in Victoria and NSW, together with growing positions in the ACT, WA and Queensland, provide a platform for selective national expansion. Established platform Selective national Integrated water expansion infrastructure capability Replicating the Saunders and long-term uti
Slide 19: Water
Water Translating integrated capability into long-duration programs and repeat delivery. Sydney Water • Appointed to Sydney Water’s Electrical Siddeley Street • Delivering approximately 750 metres of new Delivery Contractor and Mechanical delivery panels Sewer Project, VIC sewer pipeline and five sh
Slide 20: Energy
Energy Long-term investment in fuel resilience, energy security and asset renewal creates a pathway for Saunders to expand from fuel infrastructure into broader lifecycle and recurring services. MARKET THEMATICS Fuel security, storage obligations and ageing terminal and refinery assets are driving s
Slide 21: Energy
Energy Established national footprint across complex, high-hazard assets, with long-standing Energy Major relationships supporting repeat work, asset renewal and recurring lifecycle services. Established Defensible national position operating capability Delivery across Major Specialist accreditation
Slide 22: Energy
Energy Converting embedded client relationships into repeat projects, broader scopes and recurring revenue. Lytton Refinery, • Tank turnaround, asset services and SMP Altona Asset • Inspection, repair, modification and QLD works delivered within a live refinery Maintenance, VIC maintenance across th
Slide 23: Resources & Industrials
Resources & Industrials Positioned to follow commodity investment cycles, with a current focus on gold processing and critical infrastructure and the capability to pivot as market opportunities evolve. MARKET THEMATICS Sustaining capital, processing capacity expansion and asset renewal in complex op
Slide 24: Resources & Industrials
Resources & Industrials Positioned to follow commodity investment cycles, with a current focus on gold processing and critical infrastructure and the capability to pivot as market opportunities evolve. Established platform Commodity-led growth Proximity to major Current gold activity resources asset
Slide 25: Resources & Industrials
Resources & Industrials Converting trusted execution into repeat work and adjacent opportunities. KCGM, • Multiple repeat work packages delivered over Kyalite Bridge, • Key enabling project for the Tomingley Gold WA approximately 18 months NSW Mine Expansion in western NSW • Demonstrates rapid mobil
Slide 26: Built for what's next
BUILT FOR WHAT’S NEXT 26
Slide 27: Our runway for the next phase of growth
Our runway for the next phase of growth The macro environment provides a strong foundation for organic growth Integrated Delivery Clients are reducing interfaces and favouring Water Renewal partners that can engineer, build and sustain critical Ageing assets, population infrastructure. growth and ne
Slide 28: Outlook
Outlook VISIBILITY $571.9m Record Work in Hand Long-term Continued Earnings Growing Fuel security market tailwinds revenue growth improvement recurring revenue investment GROWTH Capital investment Saunders expects The improvement Multi-year water Accelerated in critical year on year revenue growth i
Slide 29: Questions & Answers
Questions & Answers FY2026 Investor Presentation 29
Slide 30: Important information for Investors
Important information for Investors IMPORTANT INFORMATION FOR INVESTORS This presentation has been prepared by Saunders International Limited (“Saunders”, “the Company”, “The Group”) as a summary of the Company and its operations and for general information purposes only. This presentation is not an
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