IPD GROUP LTD — Investor Presentation 2025

Nov 30, 2025

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Taylor Collison Electrical & Defence Conference

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Important Notice & Disclaimer

No Reliance

The information contained in this document is not investment or financial product advice and is not intended to be relied upon as the basis for an investment decision, and is not, and should not be assumed to be, complete. The information provided in this presentation may not be suitable for your specific needs and should not be relied upon by you in substitution for obtaining independent advice.

To the maximum extent permitted by law, neither the Company nor any other party guarantees or makes any representations or warranties, express or implied, as to, or takes responsibility for, the accuracy or reliability of the information contained in this document or as to any other matter, or takes any responsibility for any loss or damage suffered as a result of any inadequacy, incompleteness or inaccuracy in any statement or information in this document including, without limitation, any financial information, any estimate or projections or any other financial information.

Past performance information provided in this document may not be a reliable indication of future performance. No representation is being made that any investment will or is likely to achieve profits or losses similar to those achieved in the past, or that significant losses will be avoided. Statements contained in this document that are not historical facts are based on current expectations, estimates, projections, opinions, and beliefs of the Company. Such statements involve known and unknown risks, uncertainties and other factors, and undue reliance should not be placed thereon.

Forward Looking Statements

This document contains certain forward-looking statements and comments about future events. Forward-looking statements involve known and unknown risks, significant uncertainties, assumptions, contingencies, and other factors, many of which are outside the control of the Company, are subject to change without notice, and may involve significant elements of subjective judgement and assumptions as to future events which may or may not be correct, and which may cause the actual results or performance of the Company to be materially different from any results or performance expressed or implied by such forward-looking statements. Such forward-looking statements speak only as of the date of this document. Forward looking statements should not be relied on as an indication or guarantee of future performance. No representation, warranty or undertaking is made that any projection, forecast, assumption or estimate contained in this document should or will be achieved. The Company disclaims any obligation or undertaking to disseminate any updates or revisions to any forward-looking statements in this document to reflect any change in expectations in relation to any forward looking statements or any change in events, conditions or circumstances on which any such statement is based.

Miscellaneous

No person, especially those who do not have professional experience in matters relating to investments, may rely on the contents of this document. If you are in any doubt as to the matters contained in this document you should seek independent advice and/or consult your stockbroker, bank manager, solicitor, accountant, or other financial adviser. A number of figures and calculations in this presentation are subject to the effects of rounding. Accordingly, the actual calculation of these figures may differ from the figures set out in this presentation. All dollar figures within this document represent Australian Dollars unless otherwise specifically stated.

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Agenda

• Introduction

• Our Market Growth Drivers

• Q&A

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Michael Sainsbury Executive Director & CEO

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Introduction

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Who We Are

A connected group supporting the energy transition

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Complete electrical engineering services for high and low voltage projects, specialising in EV charging infrastructure.

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Manufacturer and distributor of electrical cables, specialty plugs, couplers, and receptacles for industrial applications.

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Specialists in the supply, modification, repair and design of hazardous area electrical equipment.

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Power distribution, energy management, and automation product distribution with custom assembly services.

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Our Market Growth Drivers

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Energy Transition Supporting Strong Fundamentals

Leveraging our unique value proposition to secure long term growth

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Megatrends
Digital &
Geopolitical Urbanisation Sustainability Electrification
technological
shifts
transformation
Product specification Engineering Maintenance,
& supply & installation repair & operation
Our unique value proposition
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Industrial Internet of Things & Smart Grid Digitalisation

Fuelling demand for connected energy solutions

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Data Sources

Captures data from connected devices and infrastructure.

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Edge Computing

Processes data locally for faster decisionmaking.

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Cloud Computing

Stores, analyses, and integrates large-scale data.

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Action & Insights

Drives real-time operational improvements and automation.

Summary for investors

Why it Matters to IPD

• IoT connects industrial devices for real-time monitoring and control.

• Demand growth for hardware (switchgear, boards, sensors) and integrated solutions enabling IoT.

• Enables efficiency, predictive maintenance, and better integration of renewables.

• Support by key technologies: AI & Machine Learning Edge & Cloud Computing, Digital Twins, Vision Systems, Augmented Reality, Smart HMIs.

• Edge computing increases need for local equipment such as distribution boards, power supplies, and network integration hardware.

• Positions IPD for growth in both new infrastructure and upgrade markets.

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Australian Data Centre Boom

Capitalising on data centre growth & ESG upgrades

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MARKET DRIVERS WHY DCS NEED ELECTRICAL SPECIALISTS
Unprecedented data High power = high
centre expansion dependency on electrical
infrastructure
AU Up to
Tier-1 DC
Markets 5.2GW
$26B
FASTEST GROWING
pipeline of new Sydney & load on the NEM Grid
facilities Melbourne constraints
DATA CENTRES
Trusted
+33% suppliers
only
YoY
Multi-hundred High-density Reliability
MW campuses $56.5M AI workload standards
requirements
IPD Revenue
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WHY IPD BENEFIT
Core Beneficiaries:
Power distribution &
energy management
Data centre IPD Product
requirements portfolio
PUE ≤ 1.4,
NABERS
5-star
Sustainability Multi-year
mandates project visibility
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Water & Wastewater Infrastructure

A multi-billion-dollar national asset base requiring ongoing upgrades

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SECTOR DRIVERS WHY THIS SECTOR RELIES ON ELECTRICAL
& AUTOMATION SUPPLIERS
Drivers of water & Reliable power for
wastewater growth continuous operations
Ageing infrastructure Rising population Motor control & VSDs Growing automation needs
across treatment & industrial central to pumps, filtration for treatment optimisation
plants & pump demand & aeration systems & compliance
stations
Stricter Increased focus Growing Increasing adoption of Long asset life cycles →
environmental on resilience investment in energy efficiency & recurring upgrades &
compliance & (drought, floods, digital & energy renewable integration replacement demand
discharge bushfire impacts) efficient water
standards networks
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WHY IPD BENEFIT
Complete product coverage
across key technologies
Strong OEM positions Mission-critical
in water utilities & equipment = high
engineering contractors barriers to entry
13%
FY25
Multi-year state Water & Wastewater
government = 13% of IPD FY25
programs driving revenue, with strong
procurement visibility pipeline growth
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Sources: State Government Water Infrastructure Programs (NSW, VIC, QLD).

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Q&A

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Thank you

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