Macmahon Holdings Limited · ASX:MAH
Macmahon — Investor Presentation (June 2026)
11 slides from Macmahon's investor presentation, Jun 17, 2026
Slide 1: Investor Presentation
INVESTOR PRESENTATION 17 June 2026
Slide 2: Important Notice and Disclaimer
Important Notice and Disclaimer Disclaimer as to forward looking statements extent required by law. You are cautioned not to place This presentation does not take into account the individual undue reliance on any forward looking statement. investment objectives, financial or tax situation or particu
Slide 3: Our Business
Our Business Macmahon is a leading, ASX listed (ASX:MAH) mining services and civil infrastructure company in Australia and Indonesia Trusted. Diversified. Experienced. ASX Listing People 1 1H26 Dividend ✓ Extensive, proven track record in surface mining, underground S&P/ASX 300 10,168 0.95cps 73%
Slide 4: Track Record of Delivering Growth
Track Record of Delivering Growth Revenue ($m) Underlying EBIT(A)($m) 171 2,427 140 2,031 1,906 1,698 117 101 1,380 92 96 1,351 1,307 91 1,103 75 710 42 5.9% 6.8% 6.7% 7.0% 5.9% 6.1% 6.9% 7.1% 7.0% FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 1H26 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 1H26 FY26 Guidanc
Slide 5: FY26 Highlights to date
FY26 Highlights to date Surface Mining • 1H26 – $824 million (Byerwen, Langkawi Extension) • 2H26 - new work announced since 1H26 results • $150m 34 - month contract with Wolfram to restart surface mining at Mt Carlton • $190m 5 - year LOI with Manuka for open pit mining at Wonawinta Underground • 1
Slide 6: 1H26 Revenue Diversification (%)
1H26 Revenue Diversification (%) Business revenue mix is diversified by service, commodity, region and client SERVICE OFFERING COMMODITY REGION CLIENT Indonesia’s LT target of between 15% -20% 1 10 15 19 23 18 7 9 51 17 54 9 8 25 8 90 11 13 6 6 Surface Underground Gold Australia Southeast Asia Anglo
Slide 7: Strategic Journey towards diversification and improved ROACE
Strategic Journey towards diversification and improved ROACE Increased ROACE target to >25% FY18 REVENUE MIX 1H26 REVENUE MIX INDONESIAN GROWTH OUR STRATEGIC TARGET TARGETING 3% 1% 7% 15- 20% OF GROUP REVENUE 23% $710m $ 1.3bn 51% 25% 90% FY18 PIPELINE 1H26 PIPELINE Revenue Mix 1% 21% 31% 37% $5.4bn
Slide 8: Work in Hand & Tender Pipeline
Work in Hand & Tender Pipeline Growing tender pipeline with good long-term visibility $5.1BN ORDER BOOK RUN OFF ($M)' 1,224 1,747 1,307 FY26 Fy27 FY28 Fy29+ ? m1H26 Revenue mSecured mExtensions / Variations* = Churn TENDER PIPELINE? mSurface Underground Civil Infrastructure 1. As at 31 December 2025
Slide 9: Capital Allocation to Balance Growth and Shareholder Returns
Capital Allocation to Balance Growth and Shareholder Returns Consistent and disciplined allocation of capital OUR PRIORITIES OUR RECORD Maintain resilient MAINTAIN FINANCIAL STRENGTH INVESTMENT IN GROWTH RETURN CASH TO SHAREHOLDERS Continue to reduce gearing and net debt Growing civil infrastructure
Slide 10: FY26 Guidance & Priorities
FY26 Guidance & Priorities Trusted. Diversified. Experienced . FY26 GUIDANCE • Revenue guidance: $2.6bn - $2.8bn • Underlying EBIT(A): $180m - $195m Invest in people Demonstrated track record FY26 PRIORITIES • Revenue targets – end of FY28 Well - balanced client portfolio Committed to sustainability
Slide 11: Thank You
Thank You www.macmahon.com.au 11
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