Babylon Pump & Power Ltd · ASX:BPP
Babylon Pump & Power — Investor Presentation (July 2026)
15 slides from Babylon Pump & Power's investor presentation, July 2026
Slide 1: Investor Presentation
(ASX: BPP) INVESTOR PRESENTATION STRENGTHENING THE BALANCE SHEET TO ACCELERATE GROWTH BUILDING A LEADING SPECIALIST WATER JULY 2026 MANAGEMENT RENTAL BUSINESS 1
Slide 2: Important Notice & Disclaimer
IMPORTANT NOTICE & DISCLAIMER This presentation has been prepared by Babylon Pump & Power Limited (“Babylon”) (ASX: not anticipate” or “believes” or variations of such words and phrases or statements that BPP) for information purposes only. certain actions, events or results “may”, “could”, “would”,
Slide 3: Investment Overview | Recapitalisation Enables Full Focus on Water
INVESTMENT OVERVIEW | RECAPITALISATION ENABLES FULL FOCUS ON WATER The Entitlement Offer recapitalises Babylon, enabling a shift in focus to water fleet investment, earnings growth and long-term shareholder value creation. Focus on Rental: Babylon’s specialist water management rental business is exp
Slide 4: Pure-Play Water Business with Existing Tier-One Client Base
PURE-PLAY WATER BUSINESS WITH EXISTING TIER-ONE CLIENT BASE Fresh capital to seize growth opportunities Tier-one mining customer base • Growing demand from both existing and new customers • Acquisitions aside, BPP’s growth has been constrained by capital rather than demand. Growth capital unlocks fl
Slide 5: Babylon Pump & Power | High-Barrier Water Management Platform
BABYLON PUMP & POWER | HIGH-BARRIER WATER MGMT PLATFORM Integrated Water Management Model • Babylon Pump & Power delivers critical water infrastructure systems across the lifecycle of mining operations • Early-stage test pumping provides entry into client projects • Deployment of rental equipment dr
Slide 6: Babylon Pump & Power | Water Management Solutions
BABYLON PUMP & POWER | WATER MANAGEMENT SOLUTIONS Earnings & Growth • Rental segment revenue in FY26 grew to ~$26 million (up ~160% from FY25). • Set to deliver ~$9 million segment EBITDA (excludes corporate costs and maintenance segment). • Delivering revenue and EBITDA improvements on Blue Hire, M
Slide 7: Proven Track Record of Disciplined Growth
PROVEN TRACK RECORD OF DISCIPLINED GROWTH BLUE HIRE MATRIX HYDRO RBH ENGINEERING RESOURCE WATER AUGUST 2025 AUGUST 2025 FEBRUARY 2023 GROUP AUGUST 2022 Pure dry equipment Complements prior Specialist rental Specialist in test hire RWG acquisition and pump provider pumping and water removes c
Slide 8: Strengthens the Balance Sheet
STRENGTHENS THE BALANCE SHEET 297m $0.05 $14.9M $1.5M $19.8M Bearing $33.2MValue Shares Issue MCap @ Cash1 Interest Enterprise on Issue1 Price Issue Price1 1,2 Debt2 1. Pro-Forma minimum subscription 2. Assuming interest-bearing debt of A$19.8m post-minimum subscription Pro-Forma Pro-Forma The Curre
Slide 9: Breakdown of Liabilities
BREAKDOWN OF LIABILITIES Balance Sheet Classification (31/05/26) Interest After Non-Current Breakdown of Liabilities Current Maturity Rate Current Liabilities Minimum Recapitalisation Funds deployed to strengthen Liabilities Equity (aligns with Pro Forma Balance Sheet) (31/05/26) (where Balance Shee
Slide 10: Strong Shareholder Alignment
STRONG SHAREHOLDER ALIGNMENT Key Shareholders to provide circa $4.4m of Equity • $1.0m in Converting Loans secured (inclusive of $650k from Chairman Minimum High-Case Offer Outline & Indicative Current Raise ($3.5 Raise ($8.9m Jamie Cullen and substantial shareholders Byron Ynema and Geoff Lord). Ow
Slide 11: Equity Raise Transforms the Balance Sheet
EQUITY RAISE TRANSFORMS THE BALANCE SHEET • Babylon Pump & Power Limited (“Babylon” or the “Company”) is seeking to undertake a partially underwritten non-renounceable entitlement offer to raise a total of approximately A$12.7m (“Entitlement Offer” or the “Offer”). The Offer is to be completed subje
Slide 12: Indicative Timetable & Uses of Funds and Pro-Forma Capital Structure
INDICATIVE TIMETABLE & USES OF FUNDS AND PRO-FORMA CAPITAL STRUCTURE Scenario 1 Scenario 2 Sources & Uses of Funds Event Date ($m) ($m) Capital Raise & Deferred Consideration 8.50 12.70 Cash 3.50 7.70 Lodgement of Prospectus Tuesday, 21 July 2026 Non-Cash 5.001 5.001 Ex-date of Offer Friday, 24 July
Slide 13: Board and Management
BOARD AND MANAGEMENT James Cullen Michael Shelby Byron Ynema Patrick Maingard Chris Radin Non-Executive Chairman Managing Director GM Blue Hire Non-Executive Director Non-Executive Director Jamie has over 20 years’ Founder of Babylon, Founder of Blue Hire, Byron Patrick has over 30 years Chris has a
Slide 14: Focused on Water Business Growth
FOCUSED ON WATER BUSINESS GROWTH The recapitalisation of Babylon’s balance sheet, delivered by the Entitlement Offer, allows a significant shift of focus from debt-repayment to CapEx and EBITDA growth so as to deliver shareholder value moving forward. Debt reduction with supportive lender NAB, defer
Slide 15: Michael Shelby, Managing Director
MICHAEL SHELBY Managing Director 1 Port Place, High Wycombe WA 6057 +61 477 088 341 mshelby@babylonpumpandpower.com wwwˌbabylonpumpandpowerˌcom
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