Bisalloy Steel Group Ltd · ASX:BIS
Bisalloy Steel — Investor Presentation (March 2026)
18 slides from Bisalloy Steel's investor presentation, Mar 4, 2026
Slide 1: Investor Presentation
For personal use only Investor Presentation AXS : BIS March 2026 1
Slide 2: Important Notice
Important Notice This presentation is not, and does not form part of, any offer, invitation or recommendation in respect of securities. Any decision to buy or sell Bisalloy Steel Group Limited securities or other products should be made only after seeking appropriate financial advice. Reliance shoul
Slide 3: Agenda
Agenda Bisalloy Steel For personal use only • Company Overview • Australian Operations • Products for Extreme Environments Financial Performance • Investment Highlights • HY26 Financial Highlights • Financial Highlights • Key Historical Metrics Sales • Group Entities • Australia Execution & Growth O
Slide 4: Company Overview
Company Overview • Australia’s only manufacturer of high-strength, abrasion-resistant, quenched For personal use only and tempered (Q&T) steel plate. • Manufacturing in Australia since 1980, ASX listed since 2003. • Premium performance steel known for strength, toughness and weldability in extreme e
Slide 5: Bisalloy in Australia – Processing
Bisalloy in Australia – Processing Production Process Overview For personal use only 5
Slide 6: BISALLOY® - Specialty steel for extreme environments
BISALLOY® - Specialty steel for extreme environments Product Portfolio For personal use only Wear Structural Armour Protection • Mining • Construction • Defence • Military • Mineral Processing • Energy • Naval • Government • Ballistic Protection • Civil Protection • Agriculture • Oil & Gas • Armoure
Slide 7: Investment Highlights
Investment Highlights Premium niche steel & products for extreme wear & protection applications For personal use only • Australia’s only Q&T specialty plate producer. HY26 resilient earnings • Revenue $71.1m. • EBITDA $14.2m. • NPAT $8.5m. • Despite challenging market and Indonesia weakness. Armour
Slide 8: HY26 Financial Highlights
HY26 Financial Highlights ASX Overview Capital Structure For personal use only Share price (BIS.ASX) - 2 March 2026 $4.94 Number of shares on issue - 2 March 2026 48.04m Performance rights $0.6m Market Capitalisation - 2 March 2026 $237.3m Net Debt - 31 December 2025 $8.29m Board & Management Non-Ex
Slide 9: HY26 Financial Highlights
HY26 Financial Highlights Revenue 6 Months Ending 31 Dec 25 31 Dec 24 VAR • Increased for the first half of 2026 compared to 2025. For personal use only Revenue $M 71,135 70,936 0.3% • Australian segment revenue up 7.3% driven by strong domestic and export sales of our A&P steel, partially offset by
Slide 10: HY26 Financial Highlights
HY26 Financial Highlights Creating Long Term Value For personal use only Revenue (AUD$m) Operating EBITDA (AUD$m)* Net Profit After Tax (AUD$m) *Excluding FX 10
Slide 11: Key Historical Metrics
Key Historical Metrics For personal use only Dividend Per Share (cents) FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 HY26 Basic earnings per share (cents) 8.2 8.3 14.9 19.3 32.2 27 33 40.9 17.6 Net profit attributable to members ($’000) 3,636 3,682 6,736 8,810 14,991 12,796 15,741 19,580 8,455 Gearing (N
Slide 12: Sales by Group Entities
Sales by Group Entities Australian Operations For personal use only • Q&T wear & structural (Australian & Chinese Manufactured). • Armour & Protection (Australian Manufactured only). • Sells domestically and in export markets. • Exports represented 26.5% of Australian Sales tonnes in 1H26*. Direct O
Slide 13: Sales in Australia
Sales in Australia HY26 sales tonne breakdown from Australian Operations For personal use only FY25 1H26 Material Growth in Armour & Protection driven by strong customer demand in domestic and export markets. 13
Slide 14: Execution and Growth
Execution and Growth Disciplined Operational Reset Driving Stronger Returns (last 3 years) For personal use only • Structural cost base reset improving operating leverage. • EBITDA materially strengthened. • Net gearing significantly reduced, strengthening balance sheet flexibility. • Dividend mater
Slide 15: Growth Strategy
Growth Strategy Bisalloy enters FY26 with strong operational momentum, a clear For personal use only business plan and scalable growth platforms Focus on the core • Continued development & growth in the Australian domestic market. • Leveraging long-term demand for high-performance wear solutions and
Slide 16: Growth Strategy
Growth Strategy Armour and Protection For personal use only • Grow sales through additional business development resources, new and selected territories, and improvement in cadence of A&P steel manufacture to meet demand. Bisalloy Digital Solutions • Commercialisation of the OptiWear sensor technolo
Slide 17: Performance & Outlook Summary
Performance & Outlook Summary H1 FY26 Performance • Demonstrated strength & resilience in H1 FY26 despite softer domestic demand conditions. For personal use only • Indonesian subsidiary performance impacted by worsening local conditions. • Earnings performance supported by continued strong contribu
Slide 18: Thank you
For personal use only Thank you
Bisalloy Steel Group — Investor Presentation (March 2026) on 6ix