Lycopodium Limited · ASX:LYL
Lycopodium — Investor Presentation (February 2025)
17 slides from Lycopodium's investor presentation, Feb 19, 2025
Slide 1: Investor Presentation 1H FY2025
Investor Presentation 1H FY2025 19 February 2025
Slide 2: About Lycopodium
About Lycopodium Lycopodium is a dynamic leading global engineering and project delivery company involved in all phases of projects from evaluation, delivery and optimisation across the resources, industrial processes/energy and rail infrastructure sectors around the world ARTC rail network, Austral
Slide 3: Half Year Results
Half Year Results • Revenue predominantly driven from EPCM projects, reflecting a change from preceding years where EPC projects provided supplementary revenue beyond our direct services Revenue $167.4m • NPAT % well above target of +10% • Cash at Bank strong – SAXUM majority acquisition funded from
Slide 4: Sustained Growth
Sustained Growth Committed order book $456m Managed capex of current projects in delivery $4.1b Lycopodium’s sustained growth is underpinned by the long-term Target NPAT % +10% client partnerships we have cultivated over the past 30 years, and our strategic commitment to Order book opportunity pipel
Slide 5: SAXUM Acquisition
SAXUM Acquisition • Entered into a Heads of Agreement to acquire a majority interest in Argentinian headquartered engineering company, SAXUM, in October 2024 Supports key strategic initiative to further geographically expand our global • February 2025, acquired 60% of the issued ordinary shares in S
Slide 6: Our Global Offices
Our Global Offices Vancouver CA Toronto CA Irving USA Manila Accra PH GH Belo Horizonte BR Lima Brisbane PE Swakopmund Gaborone NA AUS BW Perth Tucumán AUS AR Buenos Aires Oranjemund Newcastle NA Cape Town AR SA AUS Melbourne AUS 6
Slide 7: 1H FY2025 Highlights
1H FY2025 Highlights Strong operational Market growth through Foundation set for performance geographic expansion operational excellence • 1,400+ staff globally • SAXUM acquisition completed 17 • Consistency in systems and processes February 2025 – supports ingress into across global operations – En
Slide 8: Strategic Pillars
Strategic Pillars People and Culture Continue to focus on ensuring we have the right people, with the required skills and Working Smarter – Tools, experience that reinforce our strong culture Systems and Data Leverage the new ERP, other systems and processes for visibility, insights, efficiency, con
Slide 9: Market Segments
Market Segments
Slide 10: Our Market Segments
Our Market Segments Industrial Processes Resources Rail Infrastructure 10
Slide 11: Resources
Resources Cu Au Li and others Recently completed Recently completed Recently completed • Motheo – Botswana (Sandfire) • Sabodala- Massawa – Senegal (Endeavour) • Kathleen Valley (Li) – Western Australia (Liontown) • Batu Hijau – Indonesia (PT Amman) • Lafigué – Côte d’Ivoire (Endeavour) • Goulamina
Slide 12: Industrial Processes
Industrial Processes Energy Pharma & Biotech Food & Beverage Our Process Industries business is instrumental We have been servicing the pharmaceutical We understand the clean facility design and in many of our Energy related initiatives, and biotechnology industries since 1964 and process controls r
Slide 13: Rail Infrastructure
Rail Infrastructure D&E RIM We provide design services throughout all We have developed our own Inspection and stages of a rail project lifecycle, from feasibility Assessment Manual (IAM), containing the and concept to detailed design – our team is inspection and assessment procedures, initial risk
Slide 14: Outlook
Outlook
Slide 15: Market Outlook
Market Outlook Lycopodium’s expertise will remain sought after given the macro • Strong long-term demand outlook for minerals and metals relevant to the ongoing energy transition will continue to attract capital to build environment and other drivers global supply • The Latin American market is pois
Slide 16: Investing in Lycopodium
Investing in Lycopodium An innovative and value-driven Growing opportunities in new Delivering sustained financial process, engineering and project geographies and strong foothold performance and shareholder delivery organisation in established jurisdictions value year-on-year Long-standing client r
Slide 17: Thank You
Thank You www.lycopodium.com Disclaimer Information in this presentation, including forecast financial information and forward-looking statements, should not be considered as a recommendation in relation to holding, purchasing or selling shares in Lycopodium Limited. This includes statements regardi