Pwr Holdings Ltd. · ASX:PWH
Pwr — Morgans 2024 Conference
17 slides from Pwr's conference presentation, Oct 25, 2024
Slide 1: Morgans 2024 Conference Presentation
25 October 2024 Morgans 2024 Conference Presentation The attached presentation will be delivered to the the Morgans Conference today. This announcement has been authorised for release by the Company Secretary. For further information please contact: For personal use only Kees Weel Martin McIver Mana
Slide 2: PWR Holdings Limited Morgans Scone Presentation
PWR Holdings Limited (ASX:PWH) Morgans Scone Presentation For personal use only October 2024 Presented by: Kees Weel – Managing Director
Slide 3: PWR is a designer, manufacturer and supplier of high performance cooling systems
PWR is a designer, manufacturer and supplier of technically advanced high performance cooling systems OVERVIEW PARTNER WITH THE WORLD’S LEADING COMPANIES ▪ Serve customers in motorsports, aerospace & defence, OEM, automotive aftermarket, industrial and marine markets For personal use only globally ▪
Slide 4: PWR has a global footprint servicing a global client base
PWR has a global footprint servicing a global client base PWR Australia For personal use only ▪ 400+ employees ▪ Currently operating in 11,300sqm facility in Ormeau, QLD ▪ Moving to new 20,800sqm facility in mid 2025 at Stapylton which will provide capacity for next 10-20 years PWR Europe ▪ 55+ empl
Slide 5: PWR has a long history of growth and innovation
PWR has a long history of growth and innovation 2015+ 2000s • Acquired C&R For personal use only Racing in USA • First products designed for • PWR lists on ASX NASCAR • Micro-Matrix • Ormeau manufacturing 2023+ manufacturing facility • Established facility built • A&D facility in manufacturing facil
Slide 6: Towards 2030
TOWARDS 2030 ONE VISION The Global Leader in Cooling Technology Inspired by Engineering Excellence For personal use only Through passionate people and innovative solutions we lead the way in advanced ONE PURPOSE cooling system design and supply, to exceed the expectations of our global partners acro
Slide 7: PWR's revenue has grown year on year with a CAGR of 16.3% over 5 years
PWR’s revenue has grown year on year with a CAGR of 16.3% over 5 years Revenue (A$ million) EBITDA (A$ million) 170.0 50.050.0 30.0 45.2 150.0 139.4 45.045.0 For personal use only 16.3% 15.7% 25.0 CAGR1 39.1 130.0 CAGR1 118.3 40.040.0 A$ million A$ million A$ million A$ million 35.7 110.0 101.1 35.0
Slide 8: Revenue by Market Sector
Revenue by Market Sector FY2024 FY2023 Growth Advanced Emerging Advanced Emerging Customer Market For personal use only Cooling Technologies1 Total % of Cooling Technologies1 Total % of ($'000) ($'000) ($'000) Total ($'000) ($'000) ($'000) Total ($'000) % Motorsports 57,260 10,089 67,349 48% 55,026
Slide 9: Trusted provider of cooling solutions to Motorsport & Automotive industries
PWR has a strong reputation and is a trusted provider of cooling solutions to the Motorsport & Automotive industries OVERVIEW KEY CAPABILITIES ▪ PWR has supplied bespoke cooling solutions to the motorsport ✓ Complex and tailor-made engineering solutions – completely For personal use only world for >
Slide 10: Aerospace & Defence
Aerospace & Defence KEY PRODUCTS / SOLUTIONS SELECT AEROSPACE AND DEFENCE CUSTOMERS ✓ Electronic cooling applications; vacuum brazed cold plates Boeing Airbus Raytheon For personal use only ✓ Radar and avionics cooling Rheinmetall Pratt and Miller Honeywell Mercury Systems Joby Aviation Textron Syst
Slide 11: Aerospace and Defence is a significant growth opportunity
Aerospace and Defence (A&D) is a significant growth opportunity A&D revenue up 100% in Investing in A&D Capability “Global Aerospace FY2024 Thermal Management For personal use only System Market Size Global Addressable Markets are “Investing Now to $15.3B USD with Significant Collect Later” forecast
Slide 12: Business Outlook
Business Outlook Vertical Integration New Australian Factory Motorsports • Strong focus • Works from August 2024 • 2026 F1 regulation opportunities • Direct control over all operations • Move in completed by November For personal use only (increased battery power requiring • Reduce risks 2025 upgrad
Slide 13: New Australian Factory
New Australian Factory Investing now for future growth opportunities For personal use only • FY2025 sees us investing for the future, focusing on building our new headquarters and moving from Ormeau to Stapylton • Australian factory space increasing by 84% to 20,800m2, increasing Australian manufact
Slide 14: PWR's New Headquarters
PWR’s New Headquarters For personal use only 13
Slide 15: Questions
For personal use only Questions Questions
Slide 16: Important Notice
Important Notice This document has been prepared by PWR Holdings Limited (PWR) and comprises written materials/slides for a presentation concerning PWR. For personal use only This presentation is for information purposes only and does not constitute or form part of any offer or invitation to acquire
Slide 17: PWR office locations and contact details
For personal use only PWR EUROPE PWR HEAD OFFICE PWR NORTH AMERICA AUSTRALIA PWR Europe Limited PWR Holdings Limited C&R Racing Inc. Unit C, Valley Point P.W.R. Performance Products Pty Ltd 6950 Guion Road Valley Drive Rugby, 103 Lahrs Road Indianapolis, IN Warwickshire, CV21 1TN Ormeau, Queensland,