Srg Global Limited · ASX:SRG
Srg Global — Euroz Conference 2020
19 slides from Srg Global's conference presentation, Mar 10, 2020
Slide 1: Euroz Conference Presentation
For personal use only EUROZ CONFERENCE PRESENTATION David Macgeorge, Managing Director 1
Slide 2: SRG Global Model
SRG GLOBAL MODEL For personal use only WHO WE ARE We’re an engineering-led specialist construction, maintenance and mining services group OUR OPERATING MODEL End-to-end solutions across the entire asset lifecycle OUR VISION The most sought-after specialist construction, maintenance and mining servic
Slide 3: Operating Segments
For personal use only OPERATING SEGMENTS 3
Slide 4: SRG Global Snapshot
SRG GLOBAL SNAPSHOT SUMMARY SUBSTANTIAL HOLDERS For personal use only Shares on Issue 445.8m Perennial Value Investment 14.4% Share Price(1) $0.38 Mitsubishi UFG Financial Group, Inc 9.7% Market Capitalisation(1) $169.4m Board and Management 15.0% Note: (1) Share price and market capitalisation as a
Slide 5: Executing Our Strategy
For personal use only EXECUTING OUR STRATEGY 5
Slide 6: Our Strategic Horizons
OUR STRATEGIC HORIZONS Building the most sought-after specialist construction, For personal use only maintenance and mining services business LEADERSHIP GROWTH Zero Harm industry leader Step change growth in recurring Asset Recognised employer of choice Maintenance Services Key partner of choice in
Slide 7: Our Strategic Horizons
OUR STRATEGIC HORIZONS Building the most sought-after specialist construction, For personal use only maintenance and mining services business LEADERSHIP GROWTH Zero Harm industry leader Step change growth in recurring Asset Recognised employer of choice Maintenance Services Key partner of choice in
Slide 8: Executing Strategy: Shifting the Business Mix
EXECUTING STRATEGY… “SHIFTING THE BUSINESS MIX” For personal use only WORK IN HAND Recurring revenue WIH up $215m in the past 12 months BY SEGMENT Recurring revenue is now c.70% of record $737m WIH $737m Asset Services WIH up 172% in the past 12 months Recurring: $501m $520m Examples of recent
Slide 9: Winning Term Contracts in Diverse Sectors
WINNING TERM CONTRACTS IN… “DIVERSE SECTORS” For personal use only 9
Slide 10: Winning Term Contracts: Diverse Capability
WINNING TERM CONTRACTS… “DIVERSE CAPABILITY” For personal use only 10
Slide 11: Executing Strategy: Record Work in Hand
EXECUTING STRATEGY… “RECORD WORK IN HAND” For personal use only 25% 32% $737m 45% 48% 45% $520m 31 DEC 2018 31 DEC 20191 30% 20% Construction Asset Services Mining Services Note 1: Work In Hand as at 31 December 2019 includes Alcoa contract announced December 2019 11
Slide 12: Our Strategic Horizons
OUR STRATEGIC HORIZONS Building the most sought-after specialist construction, For personal use only maintenance and mining services business LEADERSHIP GROWTH Zero Harm industry leader Step change growth in recurring Asset Recognised employer of choice Maintenance Services Key partner of choice in
Slide 13: A Dam Good Opportunity
A DAM GOOD OPPORTUNITY For personal use only Media Statements By Glen Moret and Kevin Nguyen Tuesday, September 03, 2019 Updated 14 October 2019, 6:17am The Queensland Cabinet and Ministerial Directory ‘Prime Minister and NSW Premier ‘Government drives multi-million dollar water infrastructure for N
Slide 14: Our Dam Strengthening Capability
OUR DAM STRENGTHENING CAPABILITY TYPICAL DAM ANCHOR SRG Global has been providing dam anchoring For personal use only solutions for over forty years Since 2005 SRG Global has completed every major anchored dam project in Australia SRG Global holds the world record for both the largest capacity
Slide 15: Dam Strengthening Process
DAM STRENGTHENING PROCESS For personal use only
Slide 16: Outlook
For personal use only OUTLOOK 16
Slide 17: Outlook: Building Momentum
OUTLOOK… “BUILDING MOMENTUM” For personal use only Record Work in Hand of $737m with ~70% recurring revenue Strong opportunity pipeline of $5.7b across diverse growth sectors Imminent award of Western Australian Building construction contracts which will address timing and carrying cost issue
Slide 18: Attractive Investment Proposition
For personal use only Attractive Investment Proposition Complete Diverse Specialist business model market sector global (end-to-end) exposure footprint Recurring / Strong Dividend repeat growth paying revenues profile stock 18
Slide 19: Solving challenges wherever they are
For personal use only Solving challenges wherever they are srgglobal.com.au 19