Southern Cross Electrical Engineering Limited · ASX:SXE
Southern Cross Electrical Engineering — Bell Potter Emerging Leaders Conference 2024
8 slides from Southern Cross Electrical Engineering's conference presentation, May 30, 2024
Slide 1: Bell Potter Emerging Leaders Conference 2024
Bell Potter Emerging Leaders Conference 2024 For personal use only 30 May 2024 Bell Potter Emerging Leaders Conference 2024 1 1
Slide 2: Disclaimer
Disclaimer Some of the information contained in this presentation contains “forward-looking statements” which may not directly or exclusively relate to historical facts. These forward-looking statements reflect the current intentions, plans, expectations, assumptions and beliefs of Southern Cross El
Slide 3: Introduction to SCEE
Introduction to SCEE Leading national electrical, instrumentation, …built by design through operational excellence and a communications and maintenance services group… disciplined M&A strategy Historically focused on resources and industrial work, but • Established in 1978 in Perth and listed in 200
Slide 4: Highlights and outlook
Highlights and outlook Targeting FY24 revenue over $500m and stronger H2 profitability to match FY23 EBITDA ($38.2m) Announced over $400m new orders to date in FY24 For personal use only Four data centre projects included in FY24 awards above Collie Battery Energy Storage System biggest ever initial
Slide 5: Three structural tailwinds
For personal use only Three structural tailwinds 5
Slide 6: Data centres
Data centres Data centres have already been a strong area for SCEE in recent years and sector is now showing exponential growth with cloud computing and AI developments For personal use only • Global data centre market is estimated to grow at a compound annual growth rate of 9.6% during the period 2
Slide 7: Infrastructure
Infrastructure Infrastructure very wide sector for SCEE including federal, state and private infrastructure investment in transport - road, rail, airports, ports – defence, data centres, education, agriculture, water, energy, utilities, health and aged care For personal use only Western Sydney Airpo
Slide 8: Electrification and decarbonisation
Electrification and decarbonisation Australia is undergoing an energy transition to achieve net zero emissions by 2050. SCEE is exposed to the electrification and decarbonisation of the economy through three avenues: • Supporting clients to decarbonise operations – for example in the resources secto
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