SGH (SGH) Investor Day 2025 Presentation summary

Leadership and operating model

• Experienced executive team with long tenures across key subsidiaries, supporting stability and execution.

• SGH Way operating model emphasizes disciplined execution, accountability, and long-term value creation.

• Operating cadence framework ensures structured, transparent, and results-focused management across business units.

• Owner's mindset drives performance, continuous improvement, and frontline empowerment.

• Balanced scorecards and KPIs cascade through all levels, aligning teams to strategic objectives.

Business overview and strategy

• SGH is a top ASX100 diversified group with ~$20b market cap, leading in industrials and energy.

• Portfolio includes WesTrac (mining equipment), Boral (construction materials), Coates (equipment hire), Beach Energy, and media interests.

• Focused on privileged assets, sectoral demand, and defendable market positions in Australia.

• Capital allocation model prioritizes growth, deleveraging, and stable dividends, with disciplined hurdle rates for new investments.

• Consistent outperformance with top decile TSR and double-digit revenue, EBIT, and NPAT CAGRs over 10 years.

Financial performance and capital management

• 10-year revenue CAGR of 16%, EBIT CAGR of 19%, and NPAT CAGR of 18%.

• TSR outperformed ASX200 Industrials by 6x over 10 years; top decile across 1, 3, 5, and 10-year periods.

• Adjusted net debt/EBITDA at 2.1x, targeting 2.0x by FY25 year-end; strong cash generation supports growth and deleveraging.

• $6.1bn in facilities, $4.7bn drawn, diversified funding sources, and investment-grade credit metrics.

• Two-thirds of available funds allocated to growth over five years, driving ROE and EPS expansion.