SKS Technologies Group (SKS) Investor presentation summary

Strategic direction and growth

• Data centre work comprised 22.8% of FY24 sales revenue and 65% of work on hand, with a 63.7% sales revenue increase.

• Major focus on recruiting, training, and building scalable systems to support rapid expansion.

• Acquired Delta Elcom in 1H26, expanding data centre and electrical solutions capabilities.

• Flexible growth strategy includes both organic expansion and opportunistic acquisitions.

• Vision centers on innovation and efficiency in electrical technology solutions.

Financial performance and metrics

• FY26 revenue forecast at $340M with a 10% PBT margin, targeting $34M PBT.

• 1H26 sales revenue reached $131.8M, up 13.6% from 1H25.

• EPS for 1H26 was 7.72 cents, up 49.6% from 1H25; dividend per share increased to 3.5 cents.

• Cash and equivalents at 1H26 were $51.8M, with no long-term debt and increased bank guarantee facility to $48M.

• Market capitalization at $961.78M as of May 2026, with share price closing at $8.35.

Data centre sector and pipeline

• Data centre revenue grew to $140.7M in FY25, with 1H26 revenue at $66.5M.

• Pipeline of open tenders increased by 119.1% since 1H26 to $1.25B, with $270M of work secured for FY27.

• Major contracts include $210M with Microsoft and $90M with Amazon.

• Data centre work comprises 81% of open tenders, reflecting sector dominance.

• Completed significant projects for STACK, NEXTDC, and AIRTRUNK, delivering over 107MW.