Tasmea (TEA) Investor presentation summary

Leadership and governance

• Founder-led with executive directors holding ~58% equity, ensuring strong alignment with shareholders.

• Senior management and subsidiary CEOs have significant equity participation and long-term incentive plans.

• Proven leadership with decades of experience in corporate advisory, M&A, and operational management.

• Decentralised owner-manager model with 26 interdependent specialist trade services businesses.

Business model and operations

• Focus on maintenance, shutdown, breakdown, and brownfield upgrade services for blue-chip fixed plant asset owners.

• Operates across mining, oil & gas, power & renewables, waste & water, telecom, and retail sectors nationwide.

• High-margin, recurring revenues underpinned by over 100 Master Services Agreements.

• Decentralised structure enables acquisition of leading operators in key geographic markets.

Growth strategy and performance

• Twin-pillar strategy: organic growth and programmatic acquisitions, targeting 15% organic EBIT growth p.a.

• 34% statutory revenue CAGR since FY21, with FY26e revenue projected at $548m (illustrative, not guidance).

• Acquisition multiples of 3x–5x EV/EBIT, with immediate uplift to group trading multiple of ~10x.

• Strong cross-sell and synergy opportunities among subsidiaries, driving new revenue streams.