Symal Group (SYL) Investor presentation summary

Market positioning and growth opportunities

• Positioned to benefit from Australia's accelerating infrastructure and technology investment cycle, spanning sectors such as energy, utilities, defence, and digital infrastructure.

• Structural growth themes include $240bn in public infrastructure, $122bn in energy, and $425bn in defence spending over the next decade.

• Queensland, Victoria, and South Australia represent major infrastructure markets with multi-billion dollar pipelines.

Financial performance and outlook

• Sustained high growth with a 27% EBITDA CAGR from FY22 to FY26 guidance, targeting $120–$126m EBITDA in FY26.

• EBITDA margin target at scale is 10–12%, with strong cash conversion and a robust balance sheet supporting disciplined growth.

• Over 100% work-in-hand growth and five acquisitions between Nov 2024 and May 2026.

Sector-specific achievements and pipeline

• Delivered $330m+ in data centre projects for major hyperscalers, with an addressable opportunity of $6bn–$23bn in digital infrastructure.

• Completed 35+ renewable energy projects and holds ~$500m work-in-hand, with $1.4bn in active early contractor involvement (ECI) engagements.

• Awarded $220m in defence contracts, with a strong presence in major national defence and AUKUS-related infrastructure.