Tasmea Limited · ASX:TEA
Tasmea — TIP Group Conference 2026
22 slides from Tasmea's conference presentation, Oct 21, 2026
Slide 1: Tasmea Limited – TIP Group Conference Presentation
ASX Announcement ASX: TEA For personal use only 21 October 2026 Tasmea Limited – TIP Group Conference Presentation Tasmea Limited (ASX: TEA) provides the attached presentation, delivered by Managing Director Stephen Young and Chief Executive Officer Mark Vartuli at the TIP Group Conference held toda
Slide 2: Tasmea Investor Presentation – TIP Group Conference
rsonal use only Tasmea Limited Tasmea Investor Presentation – TIP Group Conference OCTOBER 2026
Slide 3: Founder-led specialist trade services subsidiaries across key industries
Tasmea Limited (ASX: TEA) Founder-led, 28 maintenance-focussed specialist trade services subsidiaries operating across key industries in Australia Stephen Young | Founder & Managing Director rsonal use only • Founded Tasmea in 1999 • 26+ years leading group strategy and growth • 45+ years experience
Slide 4: Tasmea's Unique Compounding Structure
Tasmea’s Unique Compounding Structure Founder-led Decentralised model Specialist services rsonal use only Executive directors own ~54% of the equity 28 interdependent leading Australian Maintenance, shutdown, breakdown, Entrepreneurial, but strategically risk- diversified specialist trade skill serv
Slide 5: Our Compounding Strategy is Delivering Value
Our Compounding Strategy is Delivering Value Twin pillar, high growth model, continuing to generate significant shareholder value, including +574% TSR since IPO rsonal use only 1 2 3 4 5 ACQUIRE RETAIN LEADERSHIP GROW EARNINGS GENERATE CASH RE-INVEST CAPITAL Buy #1 or #2 specialist Founder leadershi
Slide 6: Equity protection strategy
Equity protection strategy Risk is contained where it is created — at the operating company level — while capital allocation decisions are made at the Holding Company level rsonal use only S TR UCTURAL S E P ARATION E A R NINGS R E S ILIENCE O WN ER A L IGN MENT • Tasmea Limited (a Holding Company)
Slide 7: Our people strategy
Our people strategy We treat our people as owners, because owners behave differently to employees rsonal use only OWNERS, NOT EMPLOYEES CULTURE EATS Substantial autonomy at the operating company. Calculated risk taking, rapid response times, frugality and a small-business feel preserved at scale STR
Slide 8: Specialist trade skilled services operating segments
Specialist trade skilled services operating segments ELECTRICAL WORKFORCE rsonal use only 18 yrs 4 yrs 25 yrs 10 yrs 21+ yrs 19 yrs 13 yrs 30 yrs SOLUTIONS MECHANICAL 10 yrs 29 yrs 9 yrs 12 yrs 16 yrs 10 yrs 8 yrs 15 yrs CIVIL 12 yrs 4 yrs 2 yrs 10 yrs Existing customers WATER & FLUID 19 yrs 5 yrs 3
Slide 9: Geographic footprint nation-wide
Geographic footprint nation-wide DARWIN KEY INDUSTRIES rsonal use only WEIPA MCARTHUR RIVER MINING (iron ore, gold, copper, coal) CAIRNS OIL & GAS TOWNSVILLE MT ISA BOWEN KARRATHA MACKAY POWER & RENEWABLES MORANBAH TOM PRICE BLACKWATER GLADSTONE DATA CENTRES & INFRASTRUCTURE BILOELA PARABURDOO WASTE
Slide 10: Revenue synergy realisation strategy
Revenue synergy realisation strategy rsonal use only Increasing New New revenue customer 1 customer 2 opportunities New Securing new Reaching new between Tasmea Customer MSAs geographic subsidiaries as regions our portfolio of specialist services Tasmea subsidiaries are grows increasingly generating
Slide 11: Diversified specialist segments revenue exposure
Diversified specialist segments revenue exposure • Increased exposure to key growth thematics in Data Centres & Infrastructure via Maxim acquisition with strong pipeline & data centre contract conversion • Copper exposure increased with recent BHP contract wins announced and strong pipeline • Oil &
Slide 12: Executive Summary: FY26 Results
Executive Summary: FY26 Results rsonal use only Underlying EBIT Underlying NPAT Delivering Shareholder Returns 28.8 cps EPS $118.1m $73.7m 8.5cps Final Dividend ▪ Exceeded FY26 guidance of $72.5m ▪ Exceeded FY26 guidance of $117m ▪ +27% Underlying EPS growth vs 22.6cps in FY25 ▪ +42% growth vs $51.7
Slide 13: Execution Delivery: Strong & consistent growth
Execution Delivery: Strong & consistent growth COMPOUNDING SHAREHOLDER VALUE, DELIVERING TSR OF 574% since IPO April 2024 rsonal use only Continuing to execute our twin pillar growth strategy: organic growth + programmatic acquisitions, maintaining our culture in order to deliver compounding shareho
Slide 14: Strong balance sheet, with capacity to fund growth
Strong balance sheet, with capacity to fund growth Programmatic Acquisition Pipeline rsonal use only • A number of specialist programmatic acquisition opportunities under live negotiation. FY27 guidance only reflects announced or completed acquisitions to date. Capacity to fund programmatic acquisit
Slide 15: Where our major customers are spending
Where our major customers are spending BHP and Rio Tinto have guided to ~US$22 billion of combined annual capital expenditure, of which ~US$15 billion is sustaining and replacement capex on existing operating assets. rsonal use only 12 AUSTRALIA FOCUSSED SPEND (OUR CORE MARKETS) Capital expenditure
Slide 16: Australian Oil & Gas Industry
Australian Oil & Gas Industry Industry snapshot — 10 producing LNG facilities operating across WA, the NT and Queensland - a significant, recurring operations & maintenance market rsonal use only >A$300bn Capex on LNG projects last 20 years Significant long-term infrastructure investment 88 mtpa Aus
Slide 17: Australian Data Centre Supply Outlook
Australian Data Centre Supply Outlook DC Byte forecasts Data Centre operational capacity growth of 128% by 2030 vs 2025; Victorian capacity to grow at a 22% CAGR in the 5 years to 2030 rsonal use only Maxim has won 2 new data centre AUSTRALIAN DATA CENTRE CAPACITY OUTLOOK (GW) 3.2 GW contracts in Vi
Slide 18: Founder-led, management-shareholder alignment
Founder-led, management-shareholder alignment ▪ Tasmea is led by its Founder Directors who collectively own ~54% of Tasmea & are aligned with shareholders ▪ Strategically aligned senior management team with >90 employees included to participate in LTI plan rsonal use only ▪ Executive Director Jason
Slide 19: Strong Outlook: Upgraded FY27 Guidance
Strong Outlook: Upgraded FY27 Guidance ✓ De-risking FY27 earnings through contract wins & pipeline conversion from tendered to secured ✓ Organic growth accelerated through 2H FY26, and a strong start to FY27 rsonal use only DEMAND IS STRONG – NAMED WINS FY27 UNDERLYING EBITA GUIDANCE UPGRADED Electr
Slide 20: High growth performance, relatively low risk
High growth performance, relatively low risk Compounding growth, with a maintenance-led, schedule of rates business model with minimal contracting risk rsonal use only 57% EBIT CAGR FY22a – FY27e ▪ Consistent execution of our twin pillar strategy: organic growth and programmatic acquisitions 46% EPS
Slide 21: Q&A
Q&A rsonal use only Tasmea Investor Presentation – TIP Group Conference OCTOBER 2026
Slide 22: Important notice
Important notice • This document has been prepared by Tasmea Limited (ABN 22 088 588 425) (“Tasmea” or “the Company”). No other party other than Tasmea has authorised or rsonal use only caused the issue of this document, or takes responsibility for, or makes any statements, representations or undert