SGH (SGH) Investor presentation summary

Business overview and strategy

• Ranked as the 32nd largest on the ASX, included in ASX100 and MSCI Global indices.

• Operates a diversified industrial and energy business model focused on Australia.

• Emphasizes an owner's mindset, disciplined capital allocation, and frontline operational focus.

• Growth supported by privileged assets and defendable market positions.

• Pursues incremental operational gains through the SGH Way, a repeatable operating model.

People and operational performance

• Employs around 15,000 FTEs, with 85% in frontline roles and ~4,000 contractors.

• Significant improvement in Boral's EBIT margin from 6.8% (Dec 2021) to 14.7% (Dec 2025).

• Safety performance tracked across all major business units, showing ongoing improvement.

• Maintains a strong apprenticeship program with ~350 apprentices.

• Female representation at 20% across the workforce.

Operational and market performance

• WesTrac, Coates, and Boral show consistent EBIT margin improvements since FY21.

• Key KPIs such as parts sold, delivery on time, and utilization rates demonstrate operational efficiency.

• Australian construction investment outlook remains robust at $1.7 trillion over five years.

• National housing starts lag behind government targets, indicating potential demand.

• East Coast gas demand expected to grow, with supply tightening by 2035.