Emeco Holdings Limited · ASX:EHL
Emeco — Shareholder Meeting (November 2025)
15 slides from Emeco's shareholder meeting presentation, Nov 20, 2025
Slide 1: 2025 Annual General Meeting
For personal use only 20 November 2025 EMECO HOLDINGS LIMITED 1 2025 Annual General Meeting EMECOGROUP.COM
Slide 2: Important Notices and Disclaimers
IMPORTANT NOTICES AND DISCLAIMERS Reliance on third party information The information and views expressed in this Presentation were prepared by Emeco Holdings Ltd (the Company) and may contain information that has been derived from publicly available sources that have not been independently verified
Slide 3: Chair's Address
For personal use only CHAIR’S ADDRESS EMECOGROUP.COM
Slide 4: Performance History – Half on Half
PERFORMANCE HISTORY – HALF ON HALF Consistent delivery of improved returns and cash flow and stronger balance sheet Revenue ($m) 1 Operating EBITDA ($m) 2 Operating EBIT ($m) 2 Operating NPAT ($m) 2 For personal use only 46 383 387 398 155 39 38 355 348 137 137 143 146 77 35 309 64 65 68 33 115 61 4
Slide 5: Emeco's Strategy
EMECO’S STRATEGY Emeco’s strategic pillars ensure a sustainable and resilient business and the creation of long-term value for shareholders For personal use only Be Australia’s lowest 01 cost, highest quality, technology- driven mining equipment rental 02 Maintain a balanced and diversified portfoli
Slide 6: Managing Director & CEO's Address
For personal use only MANAGING DIRECTOR & CEO’S ADDRESS EMECOGROUP.COM
Slide 7: Safety
SAFETY Safety remains our key priority 3.4 3.2 2.8 For personal use only 2.1 1.9 0.3 0.0 0.0 0.0 0.0 FY21 FY22 FY23 FY24 FY25 TRIFR LTIFR ▪ The Total Recordable Injury Frequency Rate (TRIFR) has increased from 2.8 recorded in June 2024 to 3.4 as June 2025 and the Lost Time Injury Frequency rate (LTI
Slide 8: FY25 Business Highlights
FY25 BUSINESS HIGHLIGHTS Robust earnings growth, strong margin growth and cash generation - resilient business model Operating NPAT1 Revenue2 22% 7% For personal use only FY25 $84M FY25 $785M FY24 $69M FY24 $731M Operating EBITDA1 Operating EBITDA Margin1 7% 420bps FY25 $301M FY25 38% FY24 $281M FY2
Slide 9: Segment Results
SEGMENT RESULTS Strong earnings growth across all segments Revenue1 Operating EBIT2 Operating EBITDA2 REVENUE OBJECTIVE 1 EBIT EBITDA 9% 12% 6% For personal use only FY25 $615M FY25 $181M FY25 $328M FY24 $565M FY24 $162M FY24 $310M External Revenue Operating EBIT1 Operating EBITDA1 2% $1.1M $0.4M FY
Slide 10: Our Scale and Competitive Advantage
OUR SCALE AND COMPETITIVE ADVANTAGE Our mid-life rebuild model and onsite service capability, combined with our asset management and condition monitoring technologies are our competitive advantage. Delivered through our national footprint of workshops and field service units, Emeco provides industry
Slide 11: Our Competitive Advantage
OUR COMPETITIVE ADVANTAGE ◼ Our scale means we can invest in the best technologies and asset management capability For personal use only ◼ Our asset management capability and equipment monitoring technologies provide our customers with up-time certainty ◼ We set high equipment availability targets w
Slide 12: Business Priorities & Outlook
For personal use only BUSINESS PRIORITIES & OUTLOOK EMECOGROUP.COM
Slide 13: Targeting 20% ROC and Improved Cash Generation
TARGETING 20% ROC AND IMPROVED CASH GENERATION Good progress on our journey to deliver 20% ROC target, with key procurement, labour and cost initiatives delivered. 2H25 ROC run-rating at 18% For personal use only Return on Capital1 drivers % Free Cash Flow $million (before growth capex)2 20% 140 17%
Slide 14: FY26 Priorities & Outlook
FY26 PRIORITIES & OUTLOOK Business Priorities FY26 Outlook Core Business ▪ FY26 will focus on improving the financial metrics of our business with a particular focus on return on capital, margins, cashflow and leverage, whilst increasing our fleet utilisation, building our competitive advantage by ▪
Slide 15: Thank You
Thank You Investor enquiries: For personal use only Theresa Mlikota Chief Financial Officer Investor.relations@emecogroup.com emecogroup.com EMECOGROUP.COM