Slide 1: FY25 Results Investor Presentation
SCOTT TECHNOLOGY LIMITED FY25 RESULTS Investor Presentation 21 October 2025
Slide 2: Key messages
Key messages Record EBITDA: driven by a clear focus on margin-accretive projects and modular approach Destination 2030 strategy: sets a plan for sustainable profitable growth focused on our customers Customer first: culture change to lead a new era of Scott Technology Positive signs of acceleration:
Slide 3: FY25 Business Performance
FY25 Business Performance Scott Technology Limited: FY25 Results | 3
Slide 4: FY25 Business Highlights
FY25 Business Highlights Destination 2030 strategy release – Scott’s Decoupled emissions from growth – Reported plan for sustainable profitable growth centered a 8.9% decrease in net Scope 1 and 2 GHG around a customer-first mindset. emission on our FY24, and a 9.1% decrease on FY22 Base Year levels
Slide 5: FY25 Performance Snapshot
FY25 Performance Snapshot FY25 Revenue Group Margin Performance Reported EBITDA* $275m -0% 29% +2 PTS $31.5m + 19% FY24 $276m +3% | FY23 $268m +21% FY24 27% +0 PTS | FY23 27% + 3 PTS FY24* $26.4m -11% | FY23* $29.7m +24% Service Revenue Contribution Forward Work** Underlying Earnings Per Share (Cent
Slide 6: Strategy Refresh Destination 2030
Strategy Refresh Destination 2030 Scott Technology Limited: FY25 Results | 6
Slide 7: Top line Highlights
Top line Highlights Our vision is to be the trusted partner that puts our customers first by delivering safe, sustainable, leading-edge solutions that create value, fostering lasting partnerships that drive innovation and success. • Destination 2030 strategy: sets a plan for sustainable profitable g
Slide 8: Destination 2030: Customer led purpose
Destination 2030: Customer led purpose Customer First We provide our customers exceptional value by understanding and removing pain points to improve performance. Powering our customers and One Scott industry with transformative Our globally aligned vision built upon a solutions and services. founda
Slide 9: FY30 Dot on the Horizon
FY30 Dot on the Horizon Revenue by domain ($m) The revised focus areas will drive growth, objectives MHL Protein Minerals Appliances Other include: 530 • '$530 by 30' – sustainable CAGR +14% profitable growth FY25 – FY30 • Higher proportion of revenue from Lifecycle Services 276 275 268 • Partner wi
Slide 10: Action Roadmap
Action Roadmap GROUP ENABLERS >> ACTIVITIES & PRIORITIES Year One Year Two Year Three Onwards Performing Customer Feedback Team Market Customer Communications High Domain Market Analysis Key Customer Account Plans Understanding Customers Key Innovation Partner HPT Program Enabled Key account - Leade
Slide 11: FY25 Financial Performance
FY25 Financial Performance Scott Technology Limited: FY25 Results | 11
Slide 12: Group Performance Metrics
Group Performance Metrics Group revenue over time ($m) Sales and service revenue split over time ($m) Group net margin % over time 268 276 275 276 275 30% 4 268 29% 16 36 31 222 40 222 77 80 206 51 72 28% 26 49 206 27% 27% 42 41 57 29 46 26% 20 60 69 Service 40 29 76 Sales 24% 24% 24% 57 195 199 195
Slide 13: Group revenue: rebound of Protein and a strong second-half performance
Group revenue: rebound of Protein and a strong second-half performance Group revenue over time ($m) • Strong second-half of top-line revenue ($153m in H2) 268 276 275 • Led by +16% growth in Protein with improving 4 16 31 conditions following a tough period for the industry 36 222 - Lamb Primal proj
Slide 14: Group net margin: continued improvement in margin aligned to strategy
Group net margin: continued improvement in margin aligned to strategy Group net margin % over time • Net margin expansion driven by: 30% • Modular approach and selling solutions at 29% improved margins where we have a 28% differentiated offering 27% 27% • Improved business mix with a higher proporti
Slide 15: Record half performance in H2 provides momentum into FY26
Record half performance in H2 provides momentum into FY26 Following a soft period of order in take in FY24, the second half of FY25 rebounded off the back of key contract wins, improved standard product sales, and growth in recurring revenue streams, whilst delivering increased operational efficienc
Slide 16: EBITDA performance over time
EBITDA performance over time Reported EBITDA and EBITDA % ($m) • Record EBITDA off the back of a strong second-half 35.0 16.0% performance following improved order in take 30.0 14.0% • FY25 highlighted with net margin expansion to 29% reflecting good execution on higher margin contracts, a 25.0 rese
Slide 17: Significant uplift in NPAT through EBITDA contribution and reduced debt
Significant uplift in NPAT through EBITDA contribution and reduced debt Net profit after tax ($m) 0.9 0.1 14.2 • Net profit uplift +84% YoY 0.6 1.3 -0.1 • Change in one-off costs of $3.8m associated with the 3.8 strategic review and restructuring costs in FY24 • Reduced amortisation with several ass
Slide 18: Significant cashflow improvement and strong net debt position to support growth
Significant cashflow improvement and strong net debt position to support growth Operating Cashflow ($m) Improved operating cash position 22.3 20.2 • Significantly improved and normalised operating cash after cycling large cash receipts and timing of builds in 13.4 prior periods • Capital management
Slide 19: Balance sheet
Balance sheet Balance sheet • Net cash / (debt): solid period of earnings translated to cash FY25 FY24 % chg allowing for a reduction in overdraft facility. Reduced Cash* 12.2 11.7 4% investment in plant and equipment in FY25 following larger Inventories 38.8 36.9 5% investments made in FY24. The DR
Slide 20: Dividend overview
Dividend overview Dividends declared over time (cents per share) 9 90% 8 8 8 8 8 80% • The Directors declared a final dividend of 5 cents per share, bringing the total full year dividend to 8 cents per share 7 70% 6 3 6 4 4 60% • Following two consecutive half yearly periods of 3 cents per 64% 5 sha
Slide 21: Domain Highlights
Domain Highlights Scott Technology Limited: FY25 Results | 21
Slide 22: FY25 Domain Summary
FY25 Domain Summary Protein Mining Materials Handling Appliances $69m +16% $51m +4% $123m -3% $31m -13% FY25 Revenue FY25 Revenue FY25 Revenue FY25 Revenue 29% +1 PTS 37% +1 PTS 26% +4 PTS 25% -5 PTS Net margin Net Margin Net margin Net Margin 45% -6 PTS 25% Service % of -1 PTS 28% Service % of +6 P
Slide 23: Protein: Improved trading following a tough period for the industry
Protein: Improved trading following a tough period for the industry Revenue (NZ$m) 76.0 • Overall: strong second half performance drives +16% revenue 69.4 8.9 59.9 growth. A Lamb Primal sold to JBS Cobram and trussing units sold 57.1 5.1 to Maple Lodge underpinned H2 47.0 24.2 5.3 22.6 Poultry 17.3
Slide 24: Mining: Strong growth in standard products partly offset by softer Modular & Energize
Mining: Strong growth in standard products partly offset by softer Modular & Energize Revenue (NZ$m) • Overall: growth driven through Rocklabs standard equipment 48.8 50.9 supported by favourable commodity prices of gold and copper 2.9 39.6 41.2 5.2 5.1 1.2 • Rocklabs standard: strong unit sales for
Slide 25: Materials Handling: Growth in European service offset by timing of N. American projects
Materials Handling: Growth in European service offset by timing of N. American projects Revenue (NZ$m) • Overall: strong service growth in EU offset by the timing of large 127.3 123.1 US projects. Strong margin uplift delivers improved contribution 17.1 15.0 94.3 • Europe and North America: strong p
Slide 26: Appliances: strong margin contribution and key wins set-up FY26
Appliances: strong margin contribution and key wins set-up FY26 Revenue (NZ$m) 39.8 36.0 • Overall: despite a revenue decline caused by cycling a large 29.4 31.4 project from the prior year, it was a solid year for Appliances delivering a meaningful net margin contribution to the Group 19.8 and secu
Slide 27: Environmental, Social and Governance
Environmental, Social and Governance Scott Technology Limited: FY25 Results | 27
Slide 28: Environmental, Social and Governance
Environmental, Social and Governance Sustainability Report and Achieved a 9.1% emissions FY26 Transitional Plan priorities Climate-Related reduction compared to addressing severe weather risks, Disclosures now fully FY22 Base, keeping us securing raw materials, and integrated into the Annual firmly
Slide 29: Health and Safety
Health and Safety In FY25, we advanced the integration of health, safety, and wellbeing into everyday work: • 450 proactive engagements, marking a 59% • Refreshed group Health, Safety, Well-being, increase in safety conversations and Site and Environment (HSWE) standards with Safety Walks clearly de
Slide 30: Looking Forward
Looking Forward Scott Technology Limited: FY25 Results | 30
Slide 31: Improved order in take and forward work position
Improved order in take and forward work position Snapshot of forward work over-time ($m) • Positive trend of order in take in last three quarters of FY25 following a soft FY24 191 184 195 19 19 16 161 160 165 169 • Key recent wins for Appliances, MHL and Protein 23 128 132 26 24 26 • Increased order
Slide 32: Contract wins and market outlook
Contract wins and market outlook Recent contract wins and opportunities • Since Investor Day 2025, we have announced securing $44m across two appliance contracts in the USA and Brazil, in addition to the multiple MHL projects in Europe totaling +$19m and a contract to install an existing LEAP Primal
Slide 33: Closing comments
Closing comments Record EBITDA: driven by a clear focus on margin-accretive projects and modular approach Destination 2030 strategy: sets a plan for sustainable profitable growth focused on our customers Customer first: culture change to lead a new era of Scott Technology Positive signs of accelerat
Slide 34: Thank You
Thank You Scott Technology Limited: FY25 Results | 34