Verbrec Ltd · ASX:VBC
Verbrec — Investor Presentation (November 2025)
24 slides from Verbrec's investor presentation, Nov 5, 2025
Slide 1: Investor Presentation
To receive regular updates, Investor Presentation and to engage with management, join Verbrec’s Investor Hub Divestment of Competency Training & Acquisition of Alliance Automation
Slide 2: Disclaimer
DISCLAIMER This presentation contains certain statements and forecast provided by or on behalf of Verbrec Limited. Any forward-looking statements reflect various assumptions by or on behalf of Verbrec. Accordingly, these statements are subject to significant business, economic and competitive uncert
Slide 3: Competency Training Divestment
1 Divestment Competency Verbrec signed an agreement to sell Competency Training to RelyOn for $11.5 million up-front cash consideration. Training Competency Training contributed $7.8 million in revenues in FY2025. The transaction is expected to complete before end of calendar year 2025. Divestment U
Slide 4: Alliance Automation Acquisition
1 Acquisition Verbrec has signed an agreement to acquire Alliance Automation from Telstra for $5.5 million up-front cash consideration (as adjusted for customary working capital and net debt position). Alliance The headline purchase price is a 5 x multiple of FY2025 EBITDA of $1.1 million. The trans
Slide 5: Alliance Automation Overview
ALLIANCE AUTOMATION 15 YEARS $62.4 MILLION $23.6 MILLION OVERVIEW Alliance Automation Alliance Automation Alliance Automation was founded in 2010. generated $62.4m in generated $23.6m in Alliance Automation is one of Australia’s largest revenues in FY2025. gross profits in independent electrical eng
Slide 6: Strategic Alignment
STRATEGIC ALIGNMENT 1 Purpose Enabling a sustainable future for our clients and their customers. The transaction presents an opportunity to diversify the combined group’s Revenue revenues. Verbrec traditionally sources the majority of its revenues from the 2 Diversification Energy sector. Alliance A
Slide 7: Client Opportunity
CLIENT OPPORTUNITY Expand services offering across a broad client base MINING ENERGY MANUFACTURING WATER / INFRASTRUCTURE 7
Slide 8: Aggregated Accounts FY2025
AGGREGATED ACCOUNTS FY2025 Competency Indicative Alliance Indicative Aggregation Verbrec Training Automation Aggregation (Continuing FY2025 Divestment FY2025 Pro-Forma Operations) $’000 FY2025 $’000 $’000 Pro-Forma $’000 $’000 Revenue 85,617 62,415 148,032 (7,761) 140,271 Gross Profit 31,957 23,606
Slide 9: Indicative Synergies
INDICATIVE SYNERGIES 1 Revenue Growth & Synergy Opportunities The acquisition of Alliance Automation will provide growth opportunities and synergies to the combined group. Through an expanded national footprint, enhanced capability, increased headcount and a common set of core clients, the group is
Slide 10: Revenue Performance & Work in Hand
REVENUE PERFORMANCE & WORK IN HAND Alliance Automation Revenue Performance ($m) Labour Revenue Materials Revenue $80 Work in Hand ($m) $60 Body Verbrec .4% $44.0 Alliance Automation $40 : 15 $47.3 GR CA $20 $0 2018 2019 2020 2021 2022 2023 2024 2025 Prior to FY2022, Alliance Automation labour revenu
Slide 11: Core Services & Capability
Industrial Automation Solutions CORE 1 Turn-key project delivery. DCS, PLC, SCADA standards and design. Advanced process control and process and machine safety. SERVICES & Program and Project Management 16% 2 Program & project delivery and planning. CAPABILITY Principle contractor design and constru
Slide 12: Industry Drivers
INDUSTRY DRIVERS 56% CYBER 95% Global manufacturers have of global manufacturers SECURITY either invested or plan to are piloting smart is considered by global invest in artificial manufacturing, 20% are manufacturers to be the # intelligence and machine using it at scale and 20% 2 external business
Slide 13: Market Outlook
Size of Market 2025 1 Demand Rising domestic labour costs and reshoring MARKET Growth to 2030 Industry 4.0 trends due to supply chain disruptions are fueling the need for automation and modern OUTLOOK $60B technology. Industrial automation demand increasing due to $51.4B $50B needs for efficiency, s
Slide 14: Retain Strong Brand
Retain Strong Brand Process Plant Pipelines Power Digital, Data, Automation Cyber Security & Control & AI 14
Slide 15: Verbrec's Partnership Model
Verbrec’s Partnership Model Adding value to every stage in the lifecycle of an asset VERBREC PARTNERSHIP MODEL Asset Advisory Engineering Construction Operations End of Life Management 1 2 3 4 5 6 Positioning to partner Delivering innovative Specialising in Enhancing client Verbrec operate gas When
Slide 16: Geographic Reach & Expansion
Yarrawonga Verbrec Alliance Automation GEOGRAPHIC 14 14 Townsville Mackay Regional Locations REACH & Regional Locations Gladstone 700 700 EXPANSION Dalby Brisbane Team Members Team Members Perth Whyalla Newcastle Sydney Wollongong Adelaide Melbourne New Plymouth The transaction increases Verbrec’s f
Slide 17: Market Sectors
Water & Wastewater 1 Alliance Automation’s longest-serviced industry. Alliance Automations’ strength is in the wealth of experience in the deliver and MARKET support of electical, instrumentation and automation solutions, providing strong differentiation compared to competitors. SECTORS Mining 3% 6%
Slide 18: FY2025 Revenue by Industry Sector
Verbrec Alliance Automation $70 INDUSTRY $64.5 SECTORS $60 FY2025 revenue ($ millions) $50 $40 $30 $23.9 $25.2 $20 $13.2 $10 $8.7 $4.8 $0 Fits Verbrec’s strategy while ce re er g g gy r in in tu at en er balancing: in W uc tu En ef M ac tr D 1. Energy Security / Transition as uf fr an 2. Water Secur
Slide 19: Project Highlight: Northern Star KCGM DCS Modernisation
PROJECT HIGHLIGHT Northern Star KCGM DCS Modernisation Project Alliance Automation has been engaged to undertake the modernisation of the Distributed Control System (DCS) at Kalgoorlie Consolidated Gold Mine (KCGM) Operations at the flagship ‘Super Pit’. This is recognised as one of the largest auto
Slide 20: Project Highlight: Fortescue Energy Data Reporting Platform
PROJECT HIGHLIGHT Alliance Automation entrusted to build Fortescue’s consolidated energy data reporting platform Alliance Automation were engaged by Fortescue to design and build a central OT platform that consolidated all the energy data (timestamped and RAW) from multiple Fortescue sites. Fortescu
Slide 21: Project Highlight: South Australia Project of the Year
PROJECT HIGHLIGHT Alliance Automation contribution to South Australia Project of the Year Remote clean drinking water project delivered by John Holland Guidera O’Connor (JHGO) Joint Venture and Alliance Automation announced as the South Australia Project of the Year. The South Australia Regional Des
Slide 22: Indicative Financial Metrics - Aggregated FY2025
Indicative Financial Metrics - Aggregated based on FY2025 accounts $77.9 $140.3 400 675 STRONGER 68.8% TOGETHER 80.1% Increase $ millions Increase # FTE Verbrec Verbrec Combined Combined (excl CT) (excl CT) Revenue Headcount $44.0 $91.3 $5.8 $47.4 107.5% $ millions $ millions Increase 8.2 x Verbrec
Slide 23: Summary
1 Purpose Enabling a sustainable future for our clients and their customers. Verbrec signed an agreement to sell Competency Training to RelyOn for $11.5 million up-front cash SUMMARY Competency consideration (as adjusted for customary working capital and net debt position). The sale will allow Verbr
Slide 24: About Verbrec
ABOUT VERBREC To receive regular announcements and updates, and to engage with management join Verbrec’s Investor Hub or for more information visit investors@verbrec.com Investor Relations Company Enquiries Media / Investor Enquiries Verbrec’s Investor Hub Mark Read Joel Voss Investors@verbrec.com C