Sks Technologies Group Limited · ASX:SKS
Sks Technologies — H1 2026 Earnings Presentation
24 slides from Sks Technologies's earnings presentation, Feb 24, 2026
Slide 1: 1H26 Results Presentation
1H26 Results Presentation An SKS Technologies ASX:SKS project – MEL01 hyperscale data 24 FEBRUARY 2026 centre
Slide 2: Acknowledgement of country and disclaimer
Acknowledgement of country We acknowledge the traditional custodians of the land on which we are gathered on and pay our respects to their elders past, present and emerging. Disclaimer The material contained in this document is a presentation of general information about SKS Technologies’ activities
Slide 3: Successful performance reflected in all metrics
Successful performance reflected in all metrics Sales revenue ($M) EBITDA ($M) PBT ($M) NPAT ($M) 14.02 8.81 47.1% CAGR 131.75 74.1% CAGR 92.6% CAGR 59.8% CAGR 12.80 115.94 9.81 5.78 8.37 53.66 43.83 28.17 2.99 1.82 0.41 0.41 1.82 1.35 1.52 1.54 0.93 1H22 1H23 1H24 1H25 1H26 1H22 1H23 1H24 1H25 1H26
Slide 4: Revenue and margin increase drives shareholder equity
Revenue and margin increase drives shareholder equity PBT margin (%) Sales revenue increased by 13.6% over pcp, A$000s Change 1H26 1H25 9.6% while total revenue increased by 14.1% on 32.7% CAGR pcp. Given the FY26 revenue forecast of Revenue & Sales 13.6% 131,754,301 115,940,182 $340 million, it is
Slide 5: Continued growth in diversified revenue base
Continued growth in diversified revenue base FY23 sales revenue FY24 sales revenue FY25 sales revenue 1H26 sales revenue Traditional SKS revenue Data centre revenue $83M $31M Data centre revenue 26.5% Data centre revenue $140.7M $66.5M $105M In 1H26, despite SKS Technologies’ the skew from tradition
Slide 6: Excellent capital position underpins further growth plans
Excellent capital position underpins further growth plans Cash flows from ops ($M) Net cash flows ($M) Cash on hand ($M) Operating cash flows have increased by 46.6% on pcp, growing over the last five years by an average annual rate of 19.29 51.77 166.6%, off the back of a robust pipeline 166.6% CAG
Slide 7: Snapshot of progress against strategy
Snapshot of progress against strategy Built data centre work to comprise 22.8% of Built sophisticated training and recruitment Acquired Delta Elcom, a NSW-based specialist FY24 sales revenue and 65% of work on hand, FY25 systems and processes 1H26 in data centre and electrical solutions while achiev
Slide 8: Delta Elcom - acquisition/integration overview
Delta Elcom - acquisition/integration overview Growth 1. • Pursue core growth organically • Assess opportunistic acquisitions for fit Integrated electrical technology • Anticipate market demand and direction Synergies and digital infrastructure Sydney data centre market is the specialists. largest i
Slide 9: Data centre sector forecasts vary, but all show extraordinary growth
Data centre sector forecasts vary, but all show extraordinary growth Hyperscaler capex Estimated global spend Planned growth in Short-term planned data centre Oct 25 to Sept 26 by region Oct 25 to Sept 26 (%) Australia (MW) projects in Australia Sydney, US$200B North America 45-50% AU$20B Melbourne,
Slide 10: Orderbook reflects revenue expectations
Orderbook reflects revenue expectations Total work on hand ($M) Repeat business ($M) With increasing contract values and size of projects, the orderbook profile is The current high level of repeat business reflects a people-centric culture that changing with a significant portion of work stretching
Slide 11: Pipeline growth of 10.6% in 1H26 supports future orderbook growth
Pipeline growth of 10.6% in 1H26 supports future orderbook growth Work on hand by sector Pipeline of open tenders While SKS Technologies continues to capitalise on the accelerating market for data In support of a growing orderbook, the pipeline continues to grow, increasing by 10.6% centre construct
Slide 12: SKS Indigenous Technologies' Growth Since Inception
SKS Indigenous Technologies’ Growth Since Inception SKS Indigenous Technologies offers a range of employment opportunities for Indigenous people which, in turn, boosts their communities, while opening up valuable markets to support growth in the business. Operations commence Work on hand builds Nati
Slide 13: Major projects completed in 1H26
Major projects completed in 1H26 Project New data centre - MEL01B campus Description: Having completed MEL01A, a purpose-built 36MW data facility in Melbourne’s west, MEL01B was the second stage of the development to scale up according to demand, comprising a further 36MW facility. SKS Technologies
Slide 14: Excellent safety record upheld
Excellent safety record upheld People-oriented culture continues to drive in enviable safety record. LTIs & Hours worked LTI for 607,922 hours 0 worked in 1H26 607,922 Hours worked 532,099 LTIs Serious injuries in >11 year 0 history of the business 297,762 Increase in number of 5.3% employees on pcp
Slide 15: Outlook and FY26 Forecast
Outlook and FY26 Forecast FY26 10% PBT margin = $34 million Revenue Forecast $340M Enhanced Unrelenting Enhanced market operating operating Strong demand across all demand platform platform Workforce, systems and market sectors, with processes evolving as the significant and accelerating business ex
Slide 16: Appendices
Appendices 1. Company snapshot 2. Who we are 3. Market sectors 4. Key financial metrics 5. Historical profit and loss by half year 6. Historical balance sheet by half year 7. Historical cash flows by half year Electrical installation for the new Qantas Lounge including Qantas Club, Domestic Business
Slide 17: Company snapshot
Company snapshot SKS Share Price (Closing) Chart * 5.00 4.50 4.00 3.50 3.00 2.50 2.00 1.50 Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Directors and Executives Market Information * Share Register Composition * Peter Jinks Executive Chairman Shares on Issue 114,708,308 Other Greg Jinks Executive
Slide 18: Who we are
Who we are 9 1,000+ $543.16M Locations nationally Staff nationally Market capitalisation at Feb 26 $261.6M $340M $325M FY25 sales revenue FY26 revenue forecast Order book at Feb 26 Audio Visual Communications Electrical Solutions Video conferencing/collaboration spaces Design and installation of
Slide 19: Market Sectors
Market Sectors Data centres Retail & technology Sports, entertainment Mining & resources & hospitality Banking & finance Airports & airlines Corporate Government Manufacturing Education Healthcare Defence & aged care Rail, transport, Utilities & smart buildings logistics & warehousing 19
Slide 20: Key financial metrics
Key financial metrics 1H25 – 1H26 1H26 1H25 1H24 FY25 FY24 FY23 Earnings per share (EPS) 49.6% 7.72 cents 5.16 cents 1.66 cents 12.49 cents 6.04 cents 0.58 cents Dividend per share 250% 3.5 cents 1.0 cents - 6.0 cents 1.0 cents 0.2 cents Return on Equity (ROE) (5.1%) 31.5% 33.2% 15.0% 57.2% 54.5% 11
Slide 21: Historical profit & loss by half year
Historical profit & loss by half year A$000s ∆ 25 -26 1H26 1H25 1H24 1H23 1H22 Revenue & other Sales 13.6% 131,754.3 115,940.2 53,659.8 43,834.3 28,165.6 income Other income 109.8% 1,165.3 555.5 25.9 592.6 1,823.1 Total Revenue & other income 14.1% 132,919.6 116,495.7 53,685.7 44,426.8 29,998.7 Expe
Slide 22: Historical balance sheet by half year
Historical balance sheet by half year A$000s 1H26 1H25 1H24 1H23 1H22 A$000s 1H26 1H25 1H24 1H23 1H22 Current Cash & Current Trade & other 51,769.0 19,626.9 897.7 206.7 52.3 66,127.5 45,100.4 19,883.2 16,236.3 10,376.9 assets equivalents liabilities payables Trade & other Borrowings - - - 3,814.8 20
Slide 23: Historical cash flows by half year
Historical cash flows by half year A$000s 1H26 1H25 1H24 1H23 1H22 A$000s 1H26 1H25 1H24 1H23 1H22 Cash flows Receipts from Cash flows from (Payments to) / 164,315.7 146,642.8 59,341.5 48,037.8 31,786.7 from customers financing proceeds from issue of (20.0) (18.7) (1.0) (1.4) - operations options/sh
Slide 24: Further Information
Further Information Investor Inquiries Matthew Jinks, CEO Gary Beaton, CFO (03) 9289 5000 investors@sks.com.au Specialised electrical and communications infrastructure works for RAAF base Tindal, NT 24
SKS Technologies Group — H1 2026 Earnings Presentation on 6ix