Perenti Limited · ASX:PRN
Perenti — Macquarie Conference 2021
9 slides from Perenti's conference presentation, Dec 2, 2021
Slide 1: Macquarie Conference
MACQUARIE CONFERENCE 2 December 2021 Perenti Global Limited ABN 95 009 211 474 Perenti Global Limited ABN 95 009 211 474
Slide 2: Important notice and disclaimer
Important notice and disclaimer This presentation and these materials (together the “Presentation”) have been prepared by Perenti Global This Presentation is not a disclosure document, is for information purposes only and does not constitute an offer Limited ABN 95 009 211 474 (ASX:PRN) (“Perenti”)
Slide 3: Our Operations
Our Operations FY22 Guidance* Revenue: $2.0B to $2.2B EBIT(A): $165M to $185M AUD:USD: 0.75 Note: Guidance range assumes that COVID-19 impacts do not worsen ~ ~ ~ ~ 3
Slide 4: 1H22 Mining Services sector thematics
1H22 Mining Services sector thematics Increased focus on ESG and decarbonisation across the mining value chain Recovery from COVID-19 Border restrictions Labour constraints Continued poor sector sentiment and depressed valuations despite robust fundamentals 4
Slide 5: 1H22 performance in-line with expectations
1H22 performance in-line with expectations Underground Surface Investments idoba ▪ Ramp-up of Savannah and Geita Hill ▪ AMS performance continues to ▪ BTP continues to focus on targeted ▪ Continue to embed idoba into continues improve sales activities and fleet utilisation Perenti improvements ▪ Pro
Slide 6: Further delivery on our 2025 Strategy
Further delivery on our 2025 Strategy ✓ Maintained a strong focus on recruitment and retention across the business Operational OperationalExcellence Excellence ✓ Continue to see improving operational and financial performance from AMS ✓ Established the Sustainability Committee, formalised Terms of R
Slide 7: Perenti's Strategic Roadmap
Perenti’s Strategic Roadmap 2019 2020 - 2021 1H22 2022 - 2025 Refreshed 2025 Strategy (to be finalised) will Continued delivery against our 2025 • Divestment and liberation of cash focus on: Strategy: • Targeted release of Capital • Enhanced approach to capital management and • Set the 2025 Group St
Slide 8: Key messages
Key messages For a variety of reasons sentiment towards the sector continues to be soft however fundamentals remain strong FY22 guidance reiterated 1H22 performance in-line with expectations and similar to 2H21. Stronger 2H22 as growth projects deliver enhanced earnings and as productivity improves
Slide 9: Perenti
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