Emeco Holdings Limited · ASX:EHL
Emeco — Macquarie Emerging Leaders Conference 2026
24 slides from Emeco's conference presentation, Jun 18, 2026
Slide 1: Emeco Holdings Limited – Macquarie Emerging Leaders Conference
For personal use only EMECO HOLDINGS LIMITED 17 – 18 June 2026 Macquarie Emerging Leaders Conference
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: Company Overview
For personal use only COMPANY OVERVIEW
Slide 4: Australia's Leading Rental & Maintenance Provider
AUSTRALIA’S LEADING RENTAL & MAINTENANCE PROVIDER Equipment Fleet Equipment Fleet optimisation Technical & rental maintenance rebuilds technology engineering services For personal use only Revenue by commodity1 10% Gold 4% 32% Met Coal 17% Iron Ore Thermal Coal 10% Copper Force Workshop 27% Other Em
Slide 5: Fully Maintained Equipment Service Model
FULLY MAINTAINED EQUIPMENT SERVICE MODEL E n h a n c i n g Value for Clients Providing Integrated Service Solutions Delivering Longer-Term Contracts For personal use only Asset Management & Condition Full Suite of Services Monitoring Fleet optimisation O n - Site Maintenance Cost and capital con
Slide 6: Resilient Business Model
For personal use only RESILIENT BUSINESS MODEL
Slide 7: Resilient Business Model, Positioned for Growth
RESILIENT BUSINESS MODEL, POSITIONED FOR GROWTH Leveraging over 50 years of heavy equipment and maintenance expertise Resilient business model with significant free cash flow generation and a strong balance sheet For personal use only Resilient (operating free cash flow 1 over past 3 years totals
Slide 8: Performance History – Half on Half
PERFORMANCE HISTORY – HALF ON HALF History of half on half growth across key metrics Revenue ($M) 1 Operating EBITDA ($M) 2 Operating EBIT ($M) 2 Operating NPAT ($M) 2 For personal use only 421 46 46 383 387 398 155 155 77 77 38 348 68 33 35 61 65 146 143 137 1H24 2H24 1H25 2H25 1H26 1H24 2H24 1H25
Slide 9: Equipment Utilisation and Production Outlook
EQUIPMENT UTILISATION AND PRODUCTION OUTLOOK External factors temporarily impacted utilisation with expected reversion to normal range in FY27 SURFACE EQUIPMENT UTILISATION MINE PRODUCTION OUTLOOK For personal use only 100% Metallurgical Coal Moderate growth in metallurgical coal production outlook.
Slide 10: FY26 Results Update and FY27 Outlook
FY26 RESULTS UPDATE AND FY27 OUTLOOK Emeco continues to deliver resilient earnings and margins, strong cash flow and continued deleveraging of the balance sheet For personal use only EXPECTED FY26 RESULTS THE PATH FORWARD FY26 FY27 Significant free cash flow and substantial deleveraging Expectations
Slide 11: Strategy
For personal use only STRATEGY
Slide 12: Focused on Driving Growth
FOCUSED ON DRIVING GROWTH Value creation through operational leverage, building scale and expansion of earnings base For personal use only Operating Leverage Organic Growth Target 20% ROC1 Grow maintenance earnings Grow maintenance earnings by leveraging Increase equipment utilisation – exit FY2
Slide 13: Maintenance Platform
MAINTENANCE PLATFORM Low-capital earnings through workshop & maintenance services have almost doubled over the last 12 months. Maintenance services is a key focus to grow the business organically and through M&A. Gross Revenue $M1 For personal use only Gross Revenue ($M) 1,2 Gross Operating EBITDA (
Slide 14: Potential Consolidation in Equipment Rental Market
POTENTIAL CONSOLIDATION IN EQUIPMENT RENTAL MARKET Emeco is well positioned to consider M&A opportunities in fragmented rental equipment market For personal use only • Mining equipment rental market fragmented • Synergistic acquisition opportunities exist in the rental market which are currently bei
Slide 15: Summary
For personal use only SUMMARY
Slide 16: Summary
SUMMARY SUMMARY Resilient business model with robust outlook For personal use only • Resilient business model Business • Strong earnings profile underpinned • Robust commodity production outlook Emeco expects a robust by: • Strong balance sheet providing flexibility to production outlook which consi
Slide 17: Appendices - Reconciliations
For personal use only APPENDICES - RECONCILIATIONS
Slide 18: Reconciliations – Statutory to Non-IFRS Disclosure
RECONCILIATIONS – STATUTORY TO NON-IFRS DISCLOSURE RECONCILIATIONS – STATUTORY TO NON-IFRS DISCLOSURE 1H25 1H26 For personal use only Statutory to operating reconciliation Statutory to operating reconciliation $M NPAT EBIT EBITDA $M NPAT EBIT EBITDA Statutory 33.6 61.5 139.3 Statutory 38.7 65.8 144.
Slide 19: Reconciliations – Statutory to Non-IFRS Disclosure
RECONCILIATIONS – STATUTORY TO NON-IFRS DISCLOSURE RECONCILIATIONS – STATUTORY TO NON-IFRS DISCLOSURE Cash flow reconciliation Net debt and leverage reconciliations For personal use only $M 1H25 1H26 30 June 31 December $M 2025 2025 Operating EBITDA 145.8 155.5 AMTN AUD secured notes 250.0 250.0 Wor
Slide 20: Reconciliation: Maintenance Earnings
RECONCILIATION: MAINTENANCE EARNINGS RECONCILIATION: MAINTENANCE EARNINGS Revenue FY22 FY23 FY24 1H25 2H25 FY25 1H26 Force - External [A] 90.6 156.5 166.2 87.1 82.9 170.0 78.5 Force - Internal [B] 83.1 90.2 116.2 55.5 48.0 103.5 62.1 Force Gross Revenue 173.7 246.7 282.4 142.6 130.9 273.5 140.5 Elim
Slide 21: Appendices – Additional Content
For personal use only APPENDICES – ADDITIONAL CONTENT
Slide 22: Technology-Enabled Asset Management
TECHNOLOGY-ENABLED ASSET MANAGEMENT Our Asset Management, Reliability, and Field Service teams are applying AI and machine learning to drive better equipment reliability, lower cost and longer asset life for our customers For personal use only Condition Monitoring & Predictive Maintenance | ACTIVE
Slide 23: Flexible Equipment Fleet
FLEXIBLE EQUIPMENT FLEET Emeco’s fleet is strategically configured to suit all Australian mining regions and commodities Open-cut fleet Type Count Underground fleet Type Count For personal use only Trucks 376 LHD Loaders 40 Trucks 26 Dozers 167 Loaders 75 Jumbo Drills & 16 Cable Bolters Graders 48 P
Slide 24: Thank You
Thank You Thank You Investor enquiries: For personal use only Theresa Mlikota Chief Financial Officer Investor.relations@emecogroup.com emecogroup.com 24
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