Murray & Roberts — Investor Day (June 2022)
9 slides from Murray & Roberts's investor day presentation, Jun 22, 2022
Slide 1: Introduction – Investor Day, H.J. Laas, 22 June 2022
INTRODUCTION INVESTOR DAY H.J. LAAS 22 JUNE 2022
Slide 2: The Murray & Roberts Group
THE MURRAY & ROBERTS GROUP A MULTINATIONAL ENGINEERING AND CONTRACTING GROUP STOP.THINK.ACT.24/7: SAFE OUTCOMES IN EVERYTHING WE DO BUSINESS PLATFORMS ENERGY, RESOURCES POWER, INDUSTRIAL MINING & INFRASTRUCTURE & WATER PURPOSE VISION VALUES Enabling fixed capital To be a leading Integrity investment
Slide 3: Essence of New Strategic Future Plan
ESSENCE OF NEW STRATEGIC FUTURE PLAN WHAT MURRAY & ROBERTS STRIVES FOR To be a multinational specialist Engineering and Construction Group focused on specific target market sectors • Specialist contractor vs. general contractor • Defines geographic reach, core business and market focus • Resources,
Slide 4: The Murray & Roberts Group
THE MURRAY & ROBERTS GROUP A MULTINATIONAL ENGINEERING AND CONTRACTING GROUP NORTH AMERICA EMEA APAC Vancouver Calgary Ayrshire North Bay Salt Lake City Ulaanbaatar Philadelphia Santee Baltimore Houston Accra Port Moresby Kitwe Johannesburg Kalgoorlie Brisbane Perth Cape Town Sydney Corporate Office
Slide 5: Strategic Direction
STRATEGIC DIRECTION COMPREHENSIVE SERVICE OFFERING ACROSS PROJECT LIFE CYCLE IN SPECIFIC TARGET MARKET SECTORS Business Platform Chief Capabilities Geography Platform Executive (Project Life Cycle) (Multinational) • Detailed engineering • Americas Energy, • Procurement • Asia Resources & • Construct
Slide 6: Group Revenue
GROUP REVENUE SOUTHERN AFRICA VS INTERNATIONAL R’bn 20.0 18.0 16.0 14.0 12.0 10.0 8.0 6.0 4.0 2.0 0.0 FY2015 FY2016 FY2017 FY2018 FY2019 FY2020 FY2021 FY2022 (H1) R’bn FY15 FY16 FY17 FY18 FY19 FY20 FY21 FY22 (H1) Southern Africa 7,5 8,1 9,6 8,4 5,4 5,2 4,4 2,1 International 15,6 16,4 11,2 13,0 14,7
Slide 7: Platform Order Book
PLATFORM ORDER BOOK R’bn 45.0 40.0 35.0 30.0 25.0 20.0 15.0 10.0 5.0 0.0 FY2014 FY2015 FY2016 FY2017 FY2018 FY2019 FY2020 FY2021 FY2022 (H1) R’bn FY14 FY15 FY16 FY17 FY18 FY19 FY20 FY21 FY22* ERI 16,7 8,4 6,4 5,2 6,4 23,1 34,4 37,0 38,4 Mining 9,9 16,8 14,2 17,5 22,1 22,8 19,4 23,2 22,2 PIW 6,2 6,0
Slide 8: Presentation Takeaways
PRESENTATION TAKEAWAYS Murray & Roberts has a proud history of more than a century and has successfully transformed into a multinational engineering and contracting group The Group reported strong growth in revenue and earnings for FY2022 H1. Significant, quality order book circa R80 billion (follow
Slide 9: Introduction – Investor Day, H.J. Laas
INTRODUCTION INVESTOR DAY H.J. LAAS 22 JUNE 2022 This presentation is available on www.murrob.com EXCELLENCE