Murray & Roberts — Investor Day (June 2021)
10 slides from Murray & Roberts's investor day presentation, Jun 23, 2021
Slide 1: Introduction: Investor Day
INTRODUCTION: INVESTOR DAY HJ. LAAS 23 JUNE 2021 EXCELLENCE
Slide 2: The Road We Have Travelled FY2012 to FY2021
THE ROAD WE HAVE TRAVELLED FY2012 TO FY2021 Recovery (FY12) Growth Years (FY13 & FY14) New Strategic Future (FY15+) Disposal of Clough Settled Sale of Murray & Settled Acquisitions Negotiated Clough’s 36% becomes a Resumes Gautrain Infrastructure ATON Roberts posts debt package investment in wholly-
Slide 3: After a Decade of Reshaping… Are the Planets Starting to Align?
AFTER A DECADE OF RESHAPING… ARE THE PLANETS STARTING TO ALIGN FOR MURRAY & ROBERTS? 3
Slide 4: Essence of New Strategic Future Plan: What Murray & Roberts Strives For
ESSENCE OF NEW STRATEGIC FUTURE PLAN WHAT MURRAY & ROBERTS STRIVES FOR… To be a multinational specialist Engineering and Construction Group focused on specific target market sectors • Specialist contractor vs. general contractor • Defines geographic reach, core business and market focus • Resources,
Slide 5: Essence of New Strategic Future Plan: Murray & Roberts Is Not…
ESSENCE OF NEW STRATEGIC FUTURE PLAN MURRAY & ROBERTS IS NOT… A primary project developer • We will consider equity positions such as for PPPs, or participate with a project developer should the project provide attractive engineering and construction opportunity An Original Equipment Manufacturer (O
Slide 6: Strategic Direction
STRATEGIC DIRECTION BUSINESS MODEL: COMPREHENSIVE SERVICE OFFERING ACROSS PROJECT LIFE CYCLE IN SPECIFIC TARGET MARKET SECTORS Business Platform Chief Capabilities Geography Platform Executive (Project Life Cycle) (Multinational) • Detailed engineering • Americas Energy, • Procurement • Asia Resourc
Slide 7: Platform Order Book
PLATFORM ORDER BOOK R’bn 45.0 40.0 35.0 30.0 25.0 20.0 15.0 10.0 5.0 0.0 FY2014 FY2015 FY2016 FY2017 FY2018 FY2019 FY2020 December 2020 R’bn ERI 16,7 8,4 6,4 5,2 6,4 23,1 34,4 42,2 Mining 9,9 16,8 14,2 17,5 22,1 22,8 19,4 17,9 PIW 6,2 6,0 6,7 3,7 1,5 0,9 0,4 0,4 • ERI: Strategic market shift (2016)
Slide 8: Presentation Takeaways
PRESENTATION TAKEAWAYS Murray & Roberts has broadened its market focus to mitigate cyclicality of natural resources markets, resulting in significant order book growth Energy, Resources & Infrastructure: Significant order book. Multi-billion infrastructure and resources spend forecast in Australia o
Slide 9: After a Decade of Reshaping… Are the Planets Starting to Align?
AFTER A DECADE OF RESHAPING… ARE THE PLANETS STARTING TO ALIGN FOR MURRAY & ROBERTS? 9
Slide 10: Introduction: Investor Day
INTRODUCTION: INVESTOR DAY HJ. LAAS 23 JUNE 2021 This presentation is available on www.murrob.com EXCELLENCE