Mayfield Group Holdings (MYG) AGM 2025 presentation summary

Strategic positioning and business overview

• Provides critical electrical infrastructure enabling Australia's electrification, data, and defence sectors.

• Operates across the full electrification lifecycle: design, install, service, modernise, and replace.

• Integrated business units cover manufacturing, commercial solutions, power equipment, and communications.

• 80+ year heritage with a reputation for technical expertise and reliability.

• Only ASX-listed pure-play electrical infrastructure manufacturer with blue-chip customer relationships.

Financial performance and growth

• FY25 revenue reached $118.1M, up 38% from FY24, with EBITDA of $11.5M and NPAT of $6.8M.

• Strong cash position of $16.9M and a debt-free balance sheet.

• Total dividends of 8.3c per share, including a 5.3c special dividend.

• Share price appreciated from $0.67 to $1.05 during the reporting period.

• Manufacturing revenue grew 54%, driving overall performance.

Operational highlights and strategic initiatives

• Order book at $115M with $850M in near-term prospects as of September 2025.

• Margin enhancement achieved through operational efficiencies and project risk management.

• Data centre and AI infrastructure projects became major revenue contributors.

• Completed acquisition of BE Switchcraft for $7M, expanding commercial sector reach.

• Secured a 20,000 sqm Perth site for Western Australia growth.