Mayfield Group Holdings Limited · ASX:MYG
Mayfield — Shareholder Meeting (October 2026)
19 slides from Mayfield's shareholder meeting presentation, Oct 20, 2026
Slide 1: 2026 Annual General Meeting
rsonal use only ASX:MYG | mayfieldgroup.com.au 2026 Annual General Meeting INVESTOR PRESENTATION Released 20 October 2026 investors@mayfieldgroup.com.au
Slide 2: Chair's Address
rsonal use only Chair’s Address 2
Slide 3: Momentum continued with record revenue and earnings in FY26
MOMENTUM CONTINUED ACROSS KEY METRICS IN FY26 Momentum continued with record revenue and earnings in FY26 rsonal use only REVENUE PBT UNDERLYING EBITDA, & MARGIN1 $20.0m 10.9% 12.0% 10.1% 29.5% CAGR $12.8m $18.0m 8.7% $16.0m 8.1% $18.5m 10.0% $9.9m $14.0m 8.0% $12.0m $169.0m $10.0m $12.0m 6.0% $8.0m
Slide 4: A diversified platform operating across three core divisions
AUSTRALIA’S LEADING PROVIDER OF CRITICAL ELECTRICAL INFRASTRUCTURE A diversified platform operating across three core divisions rsonal use only MANUFACTURING CRITICAL CONTROL PRODUCT KEY INDUSTRIES SERVED: & COMMUNICATIONS SOLUTIONS Renewable Energy Telecommunications PRIMARY PROJECT PRODUCT EARNING
Slide 5: CEO's Address
rsonal use only CEO’s Address 5
Slide 6: FY26 Results overview
FINANCIAL PERFORMANCE FY26 Results overview Commentary rsonal use only FY2026 FY2025 CHANGE • Manufacturing was the primary driver for revenue Revenue $169.0m $118.1m ▲ 43.0% growth, Critical communications delivered improvements in FY26 Underlying EBITDA1 $18.5m $12.0m ▲ 54.0% • Revenue growth supp
Slide 7: Consistent operational execution
DELIVERY AGAINST FY2026 COMMITMENTS Consistent operational execution COMMITMENT OUTCOME STATUS rsonal use only Complete and integrate the Completed 29 August 2025; contributing $18.6m to DELIVERED BE Switchcraft acquisition revenue in FY26 and performing above expectations Complete the SMEC Power Co
Slide 8: Two acquisitions, both performed in line with expectations
FY2026 ACQUISITIONS Two acquisitions, both performed in line with expectations rsonal use only BE SWITCHCRAFT SMEC POWER & TECHNOLOGY Diversifies the customer base Completed 29 August 2025 Deepens resources exposure Completed 31 March 2026 $1.4m Big wins year with Osborne Shipyards and Mt Barker Hos
Slide 9: A strong pipeline to replenish $115m of work in hand
WORK IN HAND & PIPELINE A strong pipeline to replenish $115m of work in hand rsonal use only $114.7m W O R K I N H AN D AT 3 0 S E P T E M B E R 2 0 2 6 New wins expected from a strong $1.4bn pipeline, with $244m on projects already awarded to our clients MAYFIELD INDUSTRIES LIVE TENDER PIPELINE AT
Slide 10: Major projects underpinning Q1 delivery
Q1 FY27 REVENUE DRIVERS Major projects underpinning Q1 delivery rsonal use only NEXTDC M2 DATA CENTRAL WEST ORANA BRIGALOW GAS ROY HILL TAILINGS TORRENS TO CENTRE REZ PEAKING PLANT SWITCHROOM DARLINGTON (T2D) NEXTDC | Victoria Acciona Cobra JV | New South GE Vernova for CS Energy | HanRoy Iron Ore P
Slide 11: Strong first quarter; FY27 revenue guidance upgraded to $226–232 million
Q1 FY27 TRADING UPDATE AND FY27 GUIDANCE Strong first quarter; FY27 revenue guidance upgraded to $226–232 million FY27 GUIDANCE rsonal use only $226–232m $169m $226–232m Revenue guidance (previously $224–229 million) 34–37% Revenue growth +34–37% Revenue growth on FY26 FY2026 revenue FY2027 revenue
Slide 12: Unprecedented demand across all sectors
STRUCTURAL DEMAND Unprecedented demand across all sectors rsonal use only AI AND DATA CENTRES MINING ELECTRIFICATION ENERGY INFRASTRUCTURE DEFENCE & INFRASTRUCTURE 20GW $61.6bn $106bn Sovereign national data centre pipeline of committed major projects grid transformation to 2050 capability investmen
Slide 13: FY27 strategic initiatives
STRATEGIC PILLARS FY27 strategic initiatives GROW THROUGH PRODUCT 01 EXPAND MANUFACTURING 02 rsonal use only CAPACITY DEVELOPMENT • Ramp up facilities SA & Hope Valley WA from December 2026 to meet demand. • Develop capabilities in medium voltage switchgear, transformers, battery energy storage, kio
Slide 14: Nilsen Switchboard division integration underway
INTEGRATION UNDERWAY Nilsen Switchboard division rsonal use only Completed the acquisition of Nilsen’s Switchboards Division on 31 July 2026 1. • Adds the proven N-Series product platform to Mayfield’s offering • Supports rapid utilisation of the Old Port Road facility, acquired in January 2026 • Pl
Slide 15: A national manufacturing and services footprint
A N A T I O N A L M A N U F A C T U R I N G A N D S E R V I C E S F O O T P R I N T C A PA C I T Y TO G R O W F R O M ~55,000 TO ~73,000 M² rsonal use only WESTERN AUSTRALIA QUEENSLAND Hope Valley, Bibra Lake & Kalgoorlie Brendale • New 20,000m² Hope Valley facility available from 1 Dec Depot for al
Slide 16: Why Mayfield
THE INVESTMENT CASE Why Mayfield rsonal use only PURE-PLAY DELIVERY STRUCTURAL CAPACITY TO EXPOSURE RECORD DEMAND COMPOUND The only ASX-listed pure-play Three acquisitions completed Long-term investment in No drawn borrowings at 30 electrical infrastructure in twelve months on disciplined electrific
Slide 17: Items of business
rsonal use only Items of business 17
Slide 18: Important information
AUTHORISED FOR RELEASE BY THE BOARD OF MAYFIELD GROUP HOLDINGS Important information rsonal use only SUMMARY INFORMATION NOT INVESTMENT ADVICE FORWARD-LOOKING STATEMENTS NON-IFRS FINANCIAL INFORMATION UNAUDITED OPERATIONAL DATA ROUNDING AND CURRENCY M A Y F I E L D G R O U P H O L D I N G S L T D 18
Slide 19: rsonal use only
rsonal use only ASX:MYG | mayfieldgroup.com.au investors@mayfieldgroup.com.au 19
Mayfield Group Holdings — Shareholder Meeting (October 2026) on 6ix