SKS TECHNOLOGIES GROUP LIMITED — AGM Information 2021

Nov 24, 2021

Annual General Meeting

ASX: SKS November 2021

==> picture [489 x 540] intentionally omitted <==

==> picture [960 x 55] intentionally omitted <==

----- Start of picture text -----

Disclaimer
----- End of picture text -----

The material contained in this document is a presentation of general information about SKS Technologies’ activities current as at the date of this presentation. It is provided in summary and does not purport to be complete. You should not rely upon it as advice for investment purposes, as it does not take into account your investment objectives, financial position or needs. These factors should be considered, with or without professional advice, when deciding if an investment is appropriate.

To the extent permitted by law, no responsibility for any loss arising in any way (including by way of negligence) from anyone acting or refraining from acting as a result of this material is accepted by SKS Technologies, including any of its related bodies corporate.

This document may contain forward-looking statements with respect to the financial condition, results of operations, and business strategy of the SKS Technologies Group. These forward-looking statements are based on estimates, projections and assumptions made by the SKS Technologies Group about circumstances and events that have not yet taken place. Although SKS Technologies believes the forward-looking statements to be reasonable, they are not certain. Forward-looking statements involve known and unknown risks, uncertainties and other factors that are in some cases beyond SKS Technologies’ control, and which may cause actual results, performance or achievements to differ materially from those expressed or implied by the forward-looking statements (and from past results). SKS Technologies makes no representation or warranty as to the accuracy of any forward-looking statements in this document and undue reliance should not be placed upon such statements.

The forward-looking statements in this document speak only as of the date of this document. SKS Technologies does not intend to update the forward-looking statements in this document in the future.

==> picture [191 x 160] intentionally omitted <==

==> picture [705 x 37] intentionally omitted <==

----- Start of picture text -----

ASX : SKS 2
----- End of picture text -----

==> picture [491 x 540] intentionally omitted <==

Chairman’s Address Peter Jinks

==> picture [490 x 540] intentionally omitted <==

Chief Executive Officer’s Report Matthew Jinks

==> picture [960 x 55] intentionally omitted <==

----- Start of picture text -----

FY21 Financial Summary
----- End of picture text -----

The turnaround in earnings metrics validates our strategy to date and is in spite of the disruption to the business owing to Covid lockdowns and restrictions.

==> picture [413 x 267] intentionally omitted <==

----- Start of picture text -----

Sales Revenue Net Profit After Tax
$M $M
35.6 1.7
26.6
25.2
0.6
-1.2
FY19 FY20 FY21
FY19 FY20 FY21
34% $2.95M
----- End of picture text -----

Earnings per Share

==> picture [200 x 229] intentionally omitted <==

----- Start of picture text -----

Cents
1.6
1.0
-1.8
FY19 FY20 FY21
3.4c
----- End of picture text -----

Cashflow from Ops

==> picture [199 x 229] intentionally omitted <==

----- Start of picture text -----

$M
2.6
1.1
-1.0
FY19 FY20 FY21
$1.50M
----- End of picture text -----

==> picture [705 x 37] intentionally omitted <==

----- Start of picture text -----

ASX : SKS 5
----- End of picture text -----

==> picture [960 x 55] intentionally omitted <==

----- Start of picture text -----

Operational Overview
----- End of picture text -----

Work on hand continues to grow at a faster rate than we are completing projects for a range of end-users from both the private and the public sector across a diversity of industries.

==> picture [899 x 411] intentionally omitted <==

----- Start of picture text -----

Work on Hand ($M)
30.0
26.0
20.0
7.1
30-Jun-20 31-Mar-21 30-Jun-21 25-Nov-21
323%
APEC Technologies acquisition
completion date
ASX : SKS 6
----- End of picture text -----

==> picture [896 x 37] intentionally omitted <==

----- Start of picture text -----

Market Opportunities
----- End of picture text -----

Growth into new markets will capitalise on the SKS Technologies’ current market position and leverage the convergence of AV and IT to increase margins and grow recurring revenue contracts.

==> picture [461 x 318] intentionally omitted <==

----- Start of picture text -----

Security
Network
Digital Audio-Visual
Workplace
Unified
Communications
----- End of picture text -----

==> picture [341 x 184] intentionally omitted <==

----- Start of picture text -----

Cyber security to secure
the network and every
device that sits on it
Employees’ ability to
perform their job by
collaborating,
communicating and
connecting with others
through technology
----- End of picture text -----

==> picture [166 x 67] intentionally omitted <==

Copper/Fibre networks, Hardware, Software and Managed IT Services Traditional AV Integration – Displays, speakers and control devices Instant messaging, presence information, IP telephony, mobility extension, video conferencing and desktop/data sharing, digital signage and IPTV – all forms of communication via a network

==> picture [894 x 27] intentionally omitted <==

----- Start of picture text -----

7
----- End of picture text -----

==> picture [960 x 55] intentionally omitted <==

----- Start of picture text -----

Growth Strategy
----- End of picture text -----

Several years ago, the Board set out a roadmap to refocus the business and focus on what it does best, largely completing this first stage of the strategy in FY20.

==> picture [830 x 163] intentionally omitted <==

----- Start of picture text -----

✓ Restructure & ✓ Core Business Technology Technology
Consolidation Growth Expansion Growth
• Divested non-core • Significantly grew work on • Complementary • Converged IT networks
businesses hand position Integrated Solutions IT within intelligent buildings
acquisition
• • •
Raised capital and retired Completed APEC Organic and acquisitive
debt Technologies acquisition •
----- End of picture text -----

• Completed APEC Technologies acquisition

  • Organic and acquisitive growth of expanded technology service offering

• Recurring revenue model direct to end user

• Built working capital

• Increased capability and scale

• Managed AV and IT integrated solutions

• Reduced inventory need and associated capital

• Well-funded for organic growth

• Implemented efficiency measures across the continuing operations

==> picture [705 x 37] intentionally omitted <==

----- Start of picture text -----

ASX : SKS 8
----- End of picture text -----

==> picture [960 x 55] intentionally omitted <==

----- Start of picture text -----

Growth Strategy (cont)
----- End of picture text -----

Attention was then turned to growing the newly streamlined core operations with both the acquisition of APEC Technologies Group to build capacity and capability as well as growing the core business organically.

• ✓ Restructure & ✓ Core Business Technology Technology Consolidation Growth Expansion Growth

• • Divested non-core • Significantly grew work on • Complementary • Converged IT networks businesses hand position Integrated Solutions IT within intelligent buildings acquisition

• • • • Raised capital and retired Completed APEC Organic and acquisitive debt Technologies acquisition • Recurring revenue model growth of expanded

  • Organic and acquisitive growth of expanded technology service offering

• Recurring revenue model direct to end user

• Built working capital

• Increased capability and scale

• Managed AV and IT integrated solutions

• Reduced inventory need and associated capital

• Well-funded for organic growth

• Implemented efficiency measures across the continuing operations

==> picture [705 x 37] intentionally omitted <==

----- Start of picture text -----

ASX : SKS 9
----- End of picture text -----

==> picture [960 x 55] intentionally omitted <==

----- Start of picture text -----

Growth Strategy (cont)
----- End of picture text -----

Having completed the first two cornerstones, we intend to bring inhouse the IT skills and expertise that SKS Technologies has traditionally worked alongside on projects to provide fully integrated AV/IT solutions.

✓ Restructure & Consolidation ✓ Core Business Growth Technology Expansion Technology Growth Divested non-core • Significantly grew work on • Complementary • Converged IT networks businesses hand position Integrated Solutions IT

• Divested non-core businesses

• Complementary Integrated Solutions IT acquisition

• Converged IT networks within intelligent buildings

• Raised capital and retired debt

• Completed APEC Technologies acquisition

  • Organic and acquisitive growth of expanded technology service offering

• Recurring revenue model direct to end user

• Built working capital

• Increased capability and scale

• Managed AV and IT integrated solutions

• Reduced inventory need and associated capital

• Well-funded for organic growth

• Implemented efficiency measures across the continuing operations

==> picture [705 x 37] intentionally omitted <==

----- Start of picture text -----

ASX : SKS 10
----- End of picture text -----

==> picture [960 x 55] intentionally omitted <==

----- Start of picture text -----

Growth Strategy (cont)
----- End of picture text -----

The fourth cornerstone of our strategy involves growing our client base in the integrated AV/IT space and becoming a go-to supplier of innovative and sophisticated networks in smart buildings.

✓ Restructure & Consolidation ✓ Core Business Growth Technology Expansion Technology Growth Divested non-core • Significantly grew work on • Complementary • Converged IT networks businesses hand position Integrated Solutions IT within intelligent

• Divested non-core businesses

• Complementary Integrated Solutions IT acquisition

• Converged IT networks within intelligent buildings

• Raised capital and retired debt

• Completed APEC Technologies acquisition

• Recurring revenue model direct to end user

• Organic and acquisitive growth of expanded technology service offering

• Built working capital

• Increased capability and scale

• Managed AV and IT integrated solutions

• Reduced inventory need and associated capital

• Well-funded for organic growth

• Implemented efficiency measures across the continuing operations

==> picture [705 x 37] intentionally omitted <==

----- Start of picture text -----

ASX : SKS 11
----- End of picture text -----

==> picture [960 x 55] intentionally omitted <==

----- Start of picture text -----

1H22 Upgraded Forecast
----- End of picture text -----

Last week, we provided the market with an upgraded forecast of our 1H22 performance, which is materially higher than initially expected, with 112% increase in revenue and 25% increase in EBITDA.

==> picture [899 x 381] intentionally omitted <==

----- Start of picture text -----

Sales Revenue EBITDA Net Profit Before Tax Earnings Per Share
$M $M $M Cents
1.3
28.0 1.1 0.9
0.7 0.8
0.7
-1.1
-0.5
15.1
13.2
-1.6
1H20 1H21 1H22(f) 1H20 1H21 1H22(f) 1H20 1H21 1H22(f) 1H20 1H21 1H22(f)
112% 25% 36% 26%
ASX : SKS 12
----- End of picture text -----*

==> picture [489 x 540] intentionally omitted <==

Thank You

Matthew Jinks Chief Executive Officer

Investor Enquiries: investors@sks.com.au