Murray & Roberts — Investor Day (June 2022)
21 slides from Murray & Roberts's investor day presentation, Jun 22, 2022
Slide 1: Power, Industrial & Water Platform Presentation - Investor Day
POWER, INDUSTRIAL & WATER PLATFORM PRESENTATION INVESTOR DAY S. HARRISON 22 JUNE 2022
Slide 2: Presentation Overview
PRESENTATION OVERVIEW Steve Harrison Projects Overview Market Analysis Business Capability Key Opportunities & Risks Presentation Takeaways 2
Slide 3: Projects Overview
PROJECTS OVERVIEW GOLOMOTI UTILITY PV SOLAR PLANT – MALAWI 3
Slide 4: Projects: Transmission & Distribution
PROJECTS TRANSMISSION & DISTRIBUTION OPTIPOWER NSELENI OPTIPOWER EDWALENI OPTIPOWER MOTHEO COPPER IMPALA & MTUBATUBA 132KV LINE Edwaleni II to Stonehenge Installation of132kV 132kV Line and Associated Installation of132kV overhead lines Substation line Feeder Bays overhead lines Construction COMPLET
Slide 5: Projects: EPC, Maintenance, Structural, Mechanical & Piping
PROJECTS EPC, MAINTENANCE, STRUCTURAL, MECHANICAL & PIPING MRP MRP KUSILE COMPLETION MRP ESKOM MEDUPI MILLS BOST GHANA Completion of boiler erection FEED study for LPG storage Maintenance and in-service and outage works at Kusile terminals - Ghana rebuilds of boiler mills power station COMPLETION CO
Slide 6: Projects: Utility Scale Renewable Energy
PROJECTS UTILITY SCALE RENEWABLE ENERGY OPTIPOWER GOLOMOTI OPTIPOWER RED ROCKET OPTIPOWER EDF MTS EARLY 20 MW PV SOLAR FACILITY 84MW WEF EARLY WORKS WORKS Installation of electrical 92km 132kV Overhead Self build of 500MVA Main Balance of Plant incl. BESS Transmission Line and 84MW Transformer Subst
Slide 7: Projects: Water & Commercial Scale PV
PROJECTS WATER & COMMERCIAL SCALE PV WADE WALKER SOLAR MRW ORGANICA V&A BENTLEY PARK Waste Water Treatment Plant 726kW PV Hybrid System with for the V&A 800kW battery backup COMPLETION COMPLETION Q2 2022 THEN 10 YEAR O&M Q2 2022 7
Slide 8: Market Analysis
MARKET ANALYSIS ORGANICA WASTEWATER TREATMENT PLANT – SOUTH AFRICA 8
Slide 9: Key Focus Programme - Integrated Resources Plan
MARKET ANALYSIS KEY FOCUS PROGRAMME - INTEGRATED RESOURCES PLAN Department of Minerals Resources and Energy has gazetted its Integrated Resources Plan 2019 for the short to medium term procurement of: 1. 2600 MW Renewable Energy from PV Solar and Wind – Bid Window 5 – Preferred Bidders selected – Pr
Slide 10: Key Focus Programme - Transmission Lines
MARKET ANALYSIS KEY FOCUS PROGRAMME - TRANSMISSION LINES Eskom roll out has been delayed considerably with actual installation of 400km of 400kV and 80km of 765kV lines to date. The new Generation Capacity Connection Assessment Report for 2023 shows a dire state of capacity availability and the need
Slide 11: Key Focus Programme - Battery Energy Storage Systems
MARKET ANALYSIS KEY FOCUS PROGRAMME - BATTERY ENERGY STORAGE SYSTEMS Eskom have launched 3 packages for Battery Energy Storage Systems at their existing generation plants: 1. Package 1: Skaapvlei Sub-station, Sere Windfarm. BESS 80MW/320MWh EPC + 5 year O&M – OptiPower preferred subcontractor to Pin
Slide 12: Business Capability
BUSINESS CAPABILITY MEERKAT SKA PROJECT – SOUTH AFRICA 12
Slide 13: OptiPower Projects: Transmission, Distribution & Renewables
OPTIPOWER PROJECTS TRANSMISSION, DISTRIBUTION & RENEWABLES DIVISION / COMPANY MARKET OUTLOOK KEY FOCUS SOUTH AFRICA • Lots of power infrastructure investment coming in South Africa, with a big shift to renewables • Renewables – Public and Private Sector • However, the Eskom Transmission capex progra
Slide 14: Murray & Roberts Projects: EPC, Maintenance, Structural, Mechanical & Piping
MURRAY & ROBERTS PROJECTS EPC, MAINTENANCE, STRUCTURAL, MECHANICAL & PIPING DIVISION / COMPANY MARKET OUTLOOK KEY FOCUS POWER: • REIPPP Programme – • Increased demand for energy in South Africa and Sub Engineer , Procure and Saharan Africa (SSA) Construct (EPC) role with • Significant drive and inve
Slide 15: Murray & Roberts Water: Water & Wastewater Treatment
MURRAY & ROBERTS WATER WATER & WASTEWATER TREATMENT DIVISION / COMPANY MARKET OUTLOOK KEY FOCUS SHORT TERM: • Focus on excellence in delivery of awarded projects – Relocation of • Tough market conditions persist resulting Organica demo plant to V&A. from lack of available Public Sector • Bid and win
Slide 16: Wade Walker: Electrical & Instrumentation Construction
WADE WALKER ELECTRICAL & INSTRUMENTATION CONSTRUCTION DIVISION / COMPANY MARKET OUTLOOK KEY FOCUS • Electrical & Instrumentation Balance of Plant (E&I EBOP) generally follows the market trends in the Power, Resources, • Activity returning to African Mining Market Industrial and Petrochemical sectors
Slide 17: Wade Walker Solar: Commercial & Industrial Scale PV Solar
WADE WALKER SOLAR COMMERCIAL & INDUSTRIAL SCALE PV SOLAR DIVISION / COMPANY MARKET OUTLOOK KEY FOCUS WW SOLAR (SOLAR PV DESIGNER AND INSTALLER) • Restructured the business to provide clear roles and bolster design and estimating capability. • Geographical expansion – piggy-back on Aarden Solar satel
Slide 18: Key Opportunities
KEY OPPORTUNITIES • The current order book and near prospects are in the Renewable Energy and Transmission / Distribution sector. Close of Bid Window 5 has been delayed but there is now firm timelines on Financial Close. Several Private sector utility scale projects are heading towards Financial Clo
Slide 19: Key Risks
KEY RISKS • The platform’s main market is the public sector and SOE’s e.g. transmission and waste water treatment , where investments in projects have been very slow and delayed in past years • The platform is reliant on market conditions (macro) to reach sufficient scale of order book/pipeline. Cur
Slide 20: Presentation Takeaways
PRESENTATION TAKEAWAYS • Platform to focus on achieving consolidation and growth over a three-year horizon of FY2023 to FY2025. For the past three years the market was insufficient to support a sustainable business, but this is showing positive signs specifically in Renewable Energy. (REIPPP and Pri
Slide 21: Power, Industrial & Water Platform Presentation - Investor Day
POWER, INDUSTRIAL & WATER PLATFORM PRESENTATION INVESTOR DAY S. HARRISON 22 JUNE 2022 This presentation is available on www.murrob.com EXCELLENCE