Ventia Services Group (VNT) Investor Day 2026 presentation summary

Track record and financial performance

• Revenue grew 34.8% from FY21 to $6,141.1m in FY25, with EBITDA up 40.1% to $532.1m and NPATA up 75.5% to $257.6m over the same period.

• Work in hand reached $22.1b in FY25, supporting future growth.

• Share price has shown strong growth since IPO in 2021.

• FY25 EBITDA margin was 8.7%, with cash flow conversion above 90%.

• Dividend payout ratio targeted at 60-80% of NPAT, with a $250m buyback program across 2025-26.

Market opportunity and growth areas

• Addressable outsourced maintenance services market in Australia and New Zealand projected to grow from $86.8b in FY25 to $104.4b by FY29.

• Four key growth areas: Defence, Digital Infrastructure, Energy, and Water.

• Structural market tailwinds are driving long-term demand across all segments.

Customer, employee, and supplier engagement

• Customer satisfaction NPS increased by 7 points year-over-year to 83%.

• Employee engagement at 63% with ongoing survey initiatives.

• Supplier satisfaction at 69%, with the first supplier conference held in 2026.