Southern Cross Electrical Engineering (SXE) Investor presentation summary

Executive summary and growth initiatives

• Secured over $150m in new project awards, including major data centre and mining contracts, supporting strong organic growth and sector diversification.

• Expanding funding capacity with new $100m debt facilities and increased bank guarantee and surety bond limits from $150m to $200m.

• Upgraded FY26 underlying EBITDA guidance to at least $75m, with FY27 guidance set at a minimum of $100m, driven by data centre and infrastructure awards.

• Leadership strengthened with a new COO and manufacturing floorspace doubled to support scaling in key growth sectors.

• $150m fully underwritten institutional placement and $15m non-underwritten SPP to fund working capital and future acquisitions.

Business overview and strategy

• National provider of specialised electrical, instrumentation, communications, security, fire, and maintenance services, diversified across sectors and geographies.

• Revenue has grown from $200m in FY17 to $800m in FY25, supported by successful acquisitions and organic expansion.

• Strategy focuses on deepening sector presence, expanding geographically, and increasing exposure to recurring revenues through services and maintenance.

• Actively pursuing acquisitions for further diversification and new capabilities, leveraging synergies from a multi-disciplinary approach.

• Positioned to benefit from electrification and decarbonisation trends across the Australian economy.

Market opportunities and structural tailwinds

• Well positioned to capture growth in data centres, infrastructure, renewables, and electrification, with a multi-billion dollar project pipeline.

• Active across eight data centres and tendering for projects exceeding $1bn.

• Exposure to long-term infrastructure projects, including Western Sydney Airport and Sydney Metro.

• Delivered large-scale renewable projects and maintains an active tender pipeline in batteries and wind.

• Broad sector exposure supports long-term demand and recurring revenue streams.