Murray & Roberts — Investor Presentation (June 2017)
25 slides from Murray & Roberts's investor presentation, Jun 26, 2017
Slide 1: Business Platform Presentations: Power & Water Platform
BUSINESS PLATFORM PRESENTATIONS Power & Water Platform – Steve Harrison 26 June 2017 ENGINEERED EXCELLENCE
Slide 2: Agenda
• Platform Overview Slides 4 – 6 • Market Outlook by Sector Slides 8 – 13 • Current Projects Slides 15 – 19 • Key Prospects Slides 21 – 23 © Murray & Roberts 2017 | 2 ENGINEERED EXCELLENCE
Slide 3: Platform Overview
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Slide 4: Murray & Roberts Power & Water Platform
Murray & Roberts Platform Power & Water Business Murray & Roberts Murray & Roberts Power & Energy Water - Power - Water Treatment - bh, river ,dam , sea Market - Oil & Gas - Industrial Waste Water Treatment - Resources & Industrial - Domestic Waste Water Treatment - Electrical & Instrumentation - Aq
Slide 5: Business Capabilities and Project Value Chain
BUSINESS CAPABILITIES GEOGRAPHY Project value chain Murray & Roberts Power & Energy Design and • Power Engineering / • Oil & Gas Technical Consulting • Resources & Industrial Sub-Saharan Africa, • Feasibility Studies predominantly: • Electrical & Instrumentation • Detailed Engineering Process EPC •
Slide 6: Safety: Lagging Indicators
LAGGING INDICATORS Kusile achieved > 2.2 million man-hours 114 days without a LTI as at February 2017 Medupi achieved > 3.8 million man-hours hours RECORDED 12 MONTHS ROLLING END MAY 182 days without a LTI at end November 2016 2017 Secunda O&G achieved > 270 000 man-hours hours LTIFR of 0.48 vs. Tar
Slide 7: Market Outlook by Sector
2 MARKET OUTLOOK BY SECTOR
Slide 8: South Africa Remains Focus Opportunity Country
SOUTH AFRICA REMAINS FOCUS OPPORTUNITY COUNTRY Outlook & Key Drivers Value Chain 4600MW Determination Window 2 IPP Coal Eskom Board approves Fleet Renewal Strategy based on economic viability- life extension to ensure EPC wrap on projects via partner companies Construction (Greenfield) – SMEIPP cont
Slide 9: Focused Engagement in Focus Countries
FOCUSED ENGAGEMENT IN FOCUS COUNTRIES 2019/2020 South Africa will initiate the development Outlook & Key Drivers Refresh strategy to deploy an integrated full project cycle Group offering, to include Clough Value Chain Small EPC SMEIP of a Gas Industrialization Unit resulting front end and upstream
Slide 10: Growth from Waste Water Treatment Opportunities in SA
GROWTH FROM WASTE WATER TREATMENT OPPORTUNITIES IN SA ORGANICA Demo plant site secured at Verulam Outlook & Key Drivers WASTE WATER – Upgrading opportunities driven by Government priority to ensure environmental Value Chain Development (Feasibility Studies) Engineering compliance and reuse Manufactu
Slide 11: Fundamentals for Commodity Turnaround Are in Place
FUNDAMENTALS FOR COMMODITY TURNAROUND ARE IN PLACE RE-ENGAGEMENT Outlook & Key Drivers Re-enter the metals and mineral space in Value Chain SMP Historical and new clients with South Africa and neighbouring countries E&I regards to Mining / Mineral High focus in the short term on real SMP EPC Benefic
Slide 12: Roll Out Transmission Projects to Support E&I Growth
ROLL OUT TRANSMISSION PROJECTS TO SUPPORT E&I GROWTH IN THE MEDIUM TERM Outlook & Key Drivers Value Chain 2018 and beyond Re-enter the metals and mineral sector in EPC SMEIPP Focused and disciplined support to South Africa and neighbouring countries - Mozambique, Namibia, Zambia and R&M Sasol via Se
Slide 13: Country Focus: Ghana, Kenya, Mozambique, Namibia
Kenya • Focus on large scale transmission build • Participate in government auctions for procurement EPC Ghana for geothermal energy • Refined business model – fully compliant M&R Ghana entity with all statutory Mozambique requirements • Refined business model – fully complaint M&R • Maintain, enhan
Slide 14: Current Projects
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Slide 15: Power Programme: Kusile & Medupi Fabrication
POWER PROGRAMME Kusile & Medupi Medupi Power Station Kusile Power Station Fabrication Two permanent dedicated ducting Scope of services includes full construction management, projects services, fabrication facilities are present on subcontract management, quality control, HSE, materials control and
Slide 16: Power: Morupule A Power Station, Kusile WFGD Units 2 & 3
POWER Morupule A Power Station Kusile WFGD Units 2 & 3 Return to service of key equipment Construction of Wet Flue Gas Desulfurization (WFGD) units 2 and 3 for and boiler components with Doosan GE Alstom S&E Africa Heavy Industries & Construction for Botswana Power Corporation SMP Construction Insta
Slide 17: SOG and Oil & Gas: Sasol Environment, MGO Storage Facility
SOG AND OIL & GAS Sasol Environment MGO Storage Facility Sasol VOC Abatement MGO (Marine Gasoil) Storage and dispensing facility to serve three berths within the Takoradi Port, Ghana for GOIL. Sasol CTFE EPC SMEIPP Construction © Murray & Roberts 2017 | 17 ENGINEERED EXCELLENCE
Slide 18: Electrical & Instrumentation Projects
ELECTRICAL & INSTRUMENTATION Medupi Boilers (I) 17th O2 Train (E&I) WFGD Electrics (E) Supply, installation and Design and construction of Joint venture with Actom for supply commissioning of the main electrical reticulation for the WFGD and installation of instrumentation transformers , MV , LV 400
Slide 19: Murray & Roberts Water: Bakubung MBR Plant
MURRAY & ROBERTS WATER Bakubung MBR Plant for Wesizwe Platinum MRW’s first MBR reference plant and currently Design, supply, build, commission and 12 month in commissioning phase operation supervision of a membrane bio-reactor waste water treatment plant for Wesizwe Platinum at their Bakubung Mine n
Slide 20: Key Prospects
4 KEY PROSPECTS
Slide 21: George Biomass Power Project – Smalls REIPP
GEORGE BIOMASS POWER PROJECT – SMALLS REIPP PLANNED MAINTENANCE & MARKET ANALYSIS FEED DETAIL DESIGN PROCUREMENT CONSTRUCTION COMMISSIONING OPERATIONS PLANT CLOSURES SHUTDOWNS REPAIRS PROJECT DEVELOPMENT PROJECT IMPLEMENTATION REPAIRS , OPERATIONS & MAINTENANCE • The proposed project is a 5MW therma
Slide 22: Zandvliet WWTP MBR Upgrade - CoCT
ZANDVLIET WWTP MBR UPGRADE - COCT MRW – LWT CONSORTIUM INVOLVEMENT – BASED ON PRE-DEFINED SCOPE SPLIT PLANNED PLANNED MAINTENANCE & MARKET ANALYSIS FEED DETAIL DESIGN PROCUREMENT CONSTRUCTION COMMISSIONING OPERATIONS PLANT CLOSURES SHIUTDOWNS SHUTDOWNS REPAIRS PROJECT DEVELOPMENT PROJECT IMPLEMENTAT
Slide 23: Expected to Commence Within the Next 2 to 3 Years
EXPECTED TO COMMENCE WITHIN THE NEXT 2 TO 3 YEARS Power – No. of Key Prospects = 8 • Positioned for REIPPP , Base Load Coal , Co Gen and Gas to Power. • Real and current experience in power plant construction. • EPC capability for R1b range power plant opportunities. • OEM partners for large scale p
Slide 24: Forward-looking statements
1. This presentation includes certain various “forward-looking statements” within the meaning of Section 27A of the US Securities Act 10 1933 and Section 21E of the Securities Exchange Act of 1934 that reflect the current views or expectations of the Board with respect to future events and financial
Slide 25: Business Platform Presentations
BUSINESS PLATFORM PRESENTATIONS Power & Water Platform – Steve Harrison This presentation is available on www.murrob.com ENGINEERED EXCELLENCE
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