Mystate Limited · ASX:MYS
Mystate — Investor Presentation (March 2025)
14 slides from Mystate's investor presentation, Mar 4, 2025
Slide 1: ASX CEO Connect
For personal use only ASX CEO Connect 4 March 2025
Slide 2: Agenda
Agenda 1 2 3 For personal use only Corporate profile Strategy Summary { { { 2
Slide 3: Corporate profile
For personal use only 1 Corporate profile 3
Slide 4: Corporate profile
Corporate profile1 MyState Limited is a provider of banking, equipment financing, trustee and funds management services to over 270,000 MyState Ratings MyState Bank Auswide Bank customers across Australia through its retail brands – MyState Limited Bank, Auswide Bank, Selfco and TPT Wealth MyState l
Slide 5: Business snapshot
Business snapshot1 $12.7b $9.9b $0.98b 15.8% For personal use only Gross loans Deposits Funds under Total capital management 5.1% 270,000+ 23 650 Dividend yield2 Customers Branches Employees +55 MyState Net Promoter Score | High, stable level of customer advocacy 1. Based on 1H25 pro forma underlyin
Slide 6: Supporting the community
Supporting the community For personal use only Community investment Tasmania JackJumpers MyState Bank Arena Over 20 years of making a Principal partner of the Naming rights sponsorship genuine difference to young Tasmania JackJumpers of the home of Tasmanians, through over helping make genuine enter
Slide 7: Strategy
For personal use only 2 Strategy 7
Slide 8: MyState's strategy
MyState’s strategy Our ambition is to profitably grow our share in deposits, home and commercial lending and funds under management. Sustainable, profitable growth. For personal use only Spending Saving Borrowing Investing Wealth transfer Transaction accounts Savings accounts Home lending Income fun
Slide 9: Key strategic initiatives
Key strategic initiatives Group Bank Optimisation + regulatory For personal use only Synergy realisation New digital capability Regulatory compliance Delivered merger with Partnerships Loan origination platform Auswide Equipment finance Operating efficiency program 9 9
Slide 10: Shareholder value creation from the merger
Shareholder value creation from the merger Annual pre-tax cost synergies of $20m - $25m achieved over a three-year period. Pre-tax synergy run-rate benefits of $20m to $25m For personal use only Indicative synergy breakdown • Committed to a cohesive integration, leveraging the strengths of both orga
Slide 11: Summary
For personal use only 3 Summary 11
Slide 12: Why MyState?
Why MyState? For personal use only Strongly capitalised Double digit EPS growth providing{ capacity for based on { full merger run growth rate synergies1 5.1% dividend yield2, fully Proven management team { { franked 1. The merger with Auswide is expected to deliver pre-tax cost synergies of between
Slide 13: Disclaimer
Disclaimer Summary information Past performance not indicative of future performance The material in this Presentation is general background information about MyState Limited (ABN Past performance information, including past share price information, should not be relied upon 26 133 623 962) and its
Slide 14: MyState Limited
MyStateLimited ap AusWIDE MyStateBank TPTWealth GpSELFCO