Austin Engineering Limited · ASX:ANG
Austin Engineering — Shareholder Meeting (October 2026)
18 slides from Austin Engineering's shareholder meeting presentation, Oct 30, 2026
Slide 1: AGM Presentation
personal use only October 2026 AGM Presentation Austin Engineering Limited (ASX: ANG)
Slide 2: Important Information
Important Information This presentation has been prepared by Austin Engineering Limited (ABN 60 078 480 136) (“Austin” or the “Company”). The information in this presentation should be read in conjunction with Austin’s continuous disclosure announcements. The information is of a general nature and h
Slide 3: Who we are
Who we are Global mining solutions business personal use only with diversified commodity exposure. 50+ years 15,500+ Engineering and manufacturing mining Trays manufactured equipment 6 Operating sites across four continents 1,314 14 Partner with final assembly companies Employees and contractors wor
Slide 4: What we do
What we do personal use only Design-Led Solutions Customisation is our Standard Global Reach Local Focus Innovation that adds Value P4
Slide 5: Where we are
Where we are Total Workforce workforce & 2,000 facilities 1,500 personal use only FY26 Total Workforce (employees and contractors) 1,000 Western Australia 500 121 Queensland 0 FY22 FY23 FY24 FY25 FY26 87 North America 221 South America 348 Indonesia 537 Total Workforce 1,314 P5
Slide 6: FY26 Results Overview
FY26 Results Overview Earnings decline offset by strong cash generation and balance sheet discipline FY26 performance was materially impacted by operational issues in South America and North America, while cash conversion and net debt improved materially. personal use only Earnings decline Cash and
Slide 7: Group Financial Performance Trend
Group Financial Performance Trend Revenue EBITDA personal use only 400 377 50 43.5 43.0 45 350 329 313 40 300 258 32.5 35 250 30 203 200 25 20.3 20.4 150 20 15 100 10 50 5 0 0 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 • The Group’s revenue decreased 12.7%, with a decline across all • The Gro
Slide 8: Strong cash conversion despite earnings decline
Strong cash conversion despite earnings decline • Operational cash flow - Operating Cash Flow Capex Free Cash Flow (FCF) increased significantly to = personal use only $26.7m $6.8m $19.9m $26.7m, an improvement of $24.1m on the prior year, reflecting the unwind of working capital inventory. 60.0 • E
Slide 9: Revenue base diversified by commodity, product and customer type
Revenue base diversified by commodity, product and customer type COMMODITY ($ M) PRODUCT / SERVICE (%) CUSTOMER (%) personal use only 6 2 2 8 8 25 8 18 10 1 3 5 62 10 83 15 25 8 Commodity FY26 FY25 Product/Service Type FY26 FY25 Customer Types FY26 FY25 Oil 18% 18% Bodies 62% 71% Miners 83% 82% Copp
Slide 10: APAC leads group revenue, driven by bucket growth and diversification
APAC leads group revenue, driven by bucket growth and diversification Analysis of Financial Results Analysis of Financial Results Asia-Pacific FY25 FY26 Sector Analysis Revenue (continuing operations) $M 173.3 147.1 personal use only EBITDA $M 33.2 24.9 EBITDA margin % 19.1% 16.9% • APAC remained th
Slide 11: North America margins improving as productivity actions take hold
North America margins improving as productivity actions take hold Analysis of Financial Results Analysis of Financial Results North America FY25 FY26 Sector Analysis Revenue (continuing operations) $M 146.8 127.0 personal use only EBITDA $M 18.3 9.5 EBITDA margin % 12.5% 7.5% • North America contrib
Slide 12: South America reset underway following OEM contract renegotiation
South America reset underway following OEM contract renegotiation Analysis of Financial Results Analysis of Financial Results South America FY25 FY26 Sector Analysis Revenue (continuing operations) $M 56.6 54.9 personal use only EBITDA $M (1.7) (9.3) EBITDA margin % -3.0% -16.9% • Financial performa
Slide 13: Strategy focused on margin recovery, customer growth and product differentiation
Strategy focused on margin recovery, customer growth and product differentiation • Investment in sales teams. personal use only Customer Focus • Marketing activity increased, including more trade shows. • Customer support personnel expanded in Australia and Chile. 3 • Focus on delivering customised
Slide 14: FY27 Outlook
personal use only FY27 Outlook P 14
Slide 15: FY27 Business Update
FY27 Business Update Group order book at 30 September 2026: $139m, up 18% on the prior corresponding period ($118m) personal use only Oct month-to-date order intake: $39.7 million APAC +52% | South America +33% | North America -43% APAC South America North America Performing well, order book up Gain
Slide 16: FY27 Earning Drivers and Guidance
FY27 Earning Drivers and Guidance Clear action to restore earnings in FY27 and beyond personal use only o South America: OEM contract reset, new management and tighter production controls o North America: productivity gains, lower outsourcing and improved order conversion o APAC: bucket growth, cu
Slide 17: Austin Design Matters
> personal use only on Vy austin DESIGN MATTERS
Slide 18: 2026 Annual General Meeting
personal use only 2026 Annual General Meeting Thank you for attending - Please join us for tea and coffee austineng.com
Austin Engineering — Shareholder Meeting (October 2026) on 6ix