IPD GROUP LTD — Investor Presentation 2025

Sep 23, 2025

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ASX SMIDcaps Conference (ASX: IPG)

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Important Notice & Disclaimer

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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.

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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.

Agenda

• Introduction - Who We Are

• Our Vision & Market Position

• FY25 Performance at a Glance

• Key Market Growth Drivers

• How We Are Executing on These Drivers

• Our Strategy & Competitive Advantage

• Why Invest in IPD

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Michael Sainsbury Executive Director & CEO

IPD Group – ASX SMIDcaps Conference

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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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Vision & Market Position

Our role in electrification, decarbonisation & infrastructure resilience

Electrification – delivering power distribution, automation & connectivity solutions.

Decarbonisation – enabling energy efficiency, EV infrastructure & renewable integration .

Infrastructure resilience & growth – supporting data centres, utilities & critical industries.

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Our Vision

To help build a future where sustainable electrical infrastructure creates a better life for all.

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Our
Mission
To enhance every aspect of
infrastructure through energy
efficiency, automation and secure
connectivity while prioritising the
safety and wellbeing of people.
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FY25 Performance Snapshot Strong performance underpins continued growth momentum

Revenue $354.7m Up 22.1% (PCP $290.4m)

NPAT $26.2m Up 17.0% (PCP $22.4m)

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EBITDA $46.4m Up 19.3% (PCP $38.9m)

Total Dividend 12.6 cents 16.7% Increase over FY24

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IPD Group – ASX SMIDcaps Conference

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Market Growth Drivers

Structural growth drivers supporting long-term demand

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Data Centre Expansion

• Capture capacity that is expected to double by 2030.

• $26B+ pipeline of new facilities.

• ESG upgrades driving efficiency.

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EV Market Acceleration

• Car sales tripled since 2022.

• 4x fleet growth needed by 2027.

• Infrastructure rollout underway nationally.

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Energy Transition

• Renewables integration reshaping grid.

• Utilities upgrading for resilience.

• Supportive regulation & ESG pressure.

IPD Opportunity

• Supplying core electrical infrastructure — switchgear, distribution boards, UPS, cabling etc.

• Strong position in EV charging, automation & hazardous area solutions.

Proven track record

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Executing on Growth Drivers Across Key Markets

IPD delivering in data centres, EV adoption and critical infrastructure

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Amazon Data Centres

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NRMA National EV Charging Rollout

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Sydney Airport

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• Ongoing supply of power distribution units and busway systems.

• Supporting hyperscale facilities in a $26B+ growth sector.

• Delivered 10 new EV charging sites across NSW in FY25.

• Full infrastructure delivery incl. electrical, civil and integration.

• Secured turnkey HV electrical services contract.

• Strengthening resilience of a critical transport hub.

IPD Group – ASX SMIDcaps Conference

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Disciplined Strategy to Drive Long-Term Growth

Leveraging acquisitions, scalability and synergies across the Group

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Growth
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• Expand in high-growth markets: data centres, EV, renewables.

• Acquisitions add complementary products and services.

• Efficiency

• • Unlock synergies across operations and supply chain.

• • Leverage shared systems to scale at lower cost.

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Sustainability
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• Enable customer decarbonisation through innovative solutions.

• Embed sustainability in operations, workforce and product design.

IPD Group – ASX SMIDcaps Conference

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Our Strategic Advantage

Built on global partnerships, product flexibility and technical excellence

• Deep OEM Multi-Brand High-Touch Partnerships Strategy Technical Model • Trusted • Reduces supply • Design relationships with risk and improves specification global leaders like lead time flexibility. and technical ABB and Emerson. advice. • Tailors the right

• • Long-term solution for each • Engineering and pricing stability application. compliance and supply chain support. confidence. • Strengthens resilience and • Field and after-

• • Access to market coverage. sales service co-developed throughout the solutions and project lifecycle. hard-to-replicate integration.

Multi-Brand Strategy

OEM Multi-Brand Partnerships Strategy Global partners, Resilience, long-term trust, choice, and and product broader market access. access. Customer Centric Agility

High-Touch Technical Model Engineering expertise, compliance support, and end-to-end service.

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Why Invest in IPD

Positioned to capture long-term growth

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Growth Proven Scalable Manufacturing Shareholder
Markets Execution Model & Repairs Value
Manufacturing tailored electrical
products with ongoing support to
Exposure to data centres, EV Proven execution across Breadth of products, solutions Capital-light model de ivering ensure compliance, a l l in a
and renewables with demand marquee projects, earnings and services driving strong cash generation and controlled, high-quality
driven by electrification and growth and M&A integration. operational leverage. dividends.production environment.
decarbonisation.
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Q&A

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Thank you

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IPD Group – ASX SMIDcaps Conference

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