Mayfield Group Holdings Limited · ASX:MYG
Mayfield — Shareholder Meeting (October 2024)
18 slides from Mayfield's shareholder meeting presentation, Oct 24, 2024
Slide 1: CEO's Report to the AGM | October 2024
For personal use only Powering Australia's sustainable future through innovative electrical infrastructure solutions CEO’s Report to the AGM | October 2024 1
Slide 2: Mayfield Group Holdings: An Australian Manufacturer of Electrical Infrastructure
Mayfield Group Holdings An Australian Manufacturer of Electrical Infrastructure For personal use only Mayfield manufactures and maintains the advanced electrical infrastructure necessary to connect diverse power sources, supporting the nation's journey towards a more electrified and sustainable futu
Slide 3: Company Overview
Company Overview Mayfield Group Holdings (ASX:MYG): Powering Australia's For personal use only sustainable and electrified future through innovative electrical Brisbane critical infrastructure solutions. Capital Structure Perth Adelaide Sydney ASX Code MYG ASX Share Price $ 0.751 Manufacturing Melbo
Slide 4: What does Mayfield Group do?
What does Mayfield Group do? For personal use only Customised Switchboards & Switchrooms Tailored power distribution for energy projects Kiosk Substations Enabling efficient grid connections for solar and wind farms Battery Energy Storage Systems (BESS) Solutions enabling decarbonisation and off-gri
Slide 5: FY24 Performance
5 For personal use only FY24 Performance
Slide 6: FY24 Financial Snapshot
FY24 Financial Snapshot Revenue Record EBITDA PBIT and NPAT, FY21 – FY 24 For personal use only $85.7M $6.7M $7 $6 $5.8 up 10.1% year-on-year 12% increase on FY23 $5.1 $5 $4.8 $3.9 $4 $3.2 Dividends Net profit after tax1 $3 $2.6 $1.8M $ million $5.1M $2 $1 182% increase on FY23 $0 -$1 Record Cash on
Slide 7: FY24 Operational Highlights
FY24 Operational Highlights Increased manufacturing capacity and efficiency through plant upgrades and LEAN processes. For personal use only Planned expansion of WA manufacturing capabilities. Consolidated facilities in Adelaide and Brisbane. Completed development of Battery Energy Storage System (B
Slide 8: Our Business
8 For personal use only Our Business
Slide 9: Our Businesses
Our Businesses For personal use only Mayfield Mayfield ATI Power Industries Services Australia Parameters • Custom electrical • Comprehensive HV, • Telecommunications • Electrical power infrastructure MV & LV electrical and critical power quality testing and engineering & asset management solutions
Slide 10: Significant Market Opportunity
Significant Market Opportunity For personal use only ENERGY TRANSITION: • Renewable energy integration • Grid modernization • Battery storage solutions • Electrification of industries GOVERNMENT INITIATIVES: CRITICAL INFRASTRUCTURE: • Renewable energy targets • Power distribution networks • Infrastr
Slide 11: AI Growth & Data Centre Demand
AI Growth & Data Centre Demand • The growth of AI across industries is driving increased demand for data centres to For personal use only handle high-intensity data processing. • AI applications such as machine learning and real-time analytics require scalable, efficient, and resilient data centre i
Slide 12: A healthy mix of clients and market sectors
A healthy mix of clients and market sectors For personal use only MGH services a diverse client list, with each sector experiencing demand driven by the energy transition Natural Essential Utilities Infrastructure Defence Renewables Energy Resources Services • New projects for • Shift to adaptive •
Slide 13: Environmental, Social, and Governance (ESG)
Environmental, Social, and Governance (ESG) • Environmental Commitment For personal use only • Development of an ESG charter focusing on sustainability and reducing carbon footprint. • Installation of 200kW of solar and battery systems at the Edinburgh manufacturing plant, moving towards carbon-neut
Slide 14: Conclusion
For personal use only 14 Conclusion
Slide 15: Growth Strategy
Growth Strategy • Expand Manufacturing Capacity LEAN implementation in SA, new 25,000 sqm site in WA, Pipeline by sector $’000k For personal use only potential East Coast expansion 51% Mining & Resources $160 11% Renewables • Innovate Product Offerings Developing BESS, 8% Utilities $140 7% Defence e
Slide 16: Investment Highlights
Investment Highlights Leader in Critical Infrastructure Established provider of electrical and telecommunications solutions for essential industries For personal use only Strong Financial Performance FY24 Revenue up 10.1% to $85.7M, with $85M order book through 2026 Diverse Portfolio across Key Grow
Slide 17: For personal use only
For personal use only Mayfield Group Holdings offers investors unparalleled exposure to Australia's electrification journey, energy transition, and critical infrastructure development. With our complementary portfolio, consistent growth, and strategic positioning in high-growth sectors, we provide a
Slide 18: For personal use only
For personal use only ASX:MYG | mayfieldgroup.com.au 18
Mayfield Group Holdings — Shareholder Meeting (October 2024) on 6ix