12 June 2020 Seven Group Holdings Investor Presentation Attached is - PDF document

12 June 2020 Seven Group Holdings Investor Presentation Attached is an Investor Presentation to be given to analysts today by Mr Ryan Stokes AO, Managing Director & Chief Executive Officer of Seven Group Holdings Limited (“SGH”) (ASX Code “SVW”). This release has been authorised by the Managing Director & Chief Executive Officer of SGH. Ends. For further Information please contact: Media Contacts: Investor / Analyst: Jim Kelly +61 412 549 083 Richard Richards Lauren Thompson +61 438 954 729 +61 2 8777 7154 Seven Group Holdings Limited is a leading Australian diversified operating and investment group with market leading businesses and investments in industrial services, media and energy. In industrial services, WesTrac Group is the sole authorised Caterpillar dealer in Western Australia, New South Wales and the Australian Capital Territory. WesTrac is one of Caterpillar's top dealers globally (by sales value). SGH also owns Coates Hire, Australia’s largest equipment hire business; and AllightSykes, a supplier of lighting towers, generators and pumps. The Group also has a 28.6 per cent shareholding in Beach Energy and has interests in oil and gas projects in Australia and the United States. In media, SGH has a 40 per cent shareholding in Seven West Media, one of Australia’s largest multiple platform media companies, including the Seven Network and The West. Seven Group Holdings Lim ited | ABN 46 142 003 469 Level 30, 175 Liverpool Street, Sydney NSW 2000 Australia | Postal Address: PO Box 745, Darlinghurst NSW 1300 Australia| Telephone + 61 2 8777 7777 | Facsimile + 61 2 8777 7192

SGH INVESTOR PRESENTATION 12 JUNE 2020

SGH Investor Presentation Seven Group Holdings 2 12 June 2020 AGENDA 1. Group Overview 2. Trading Update 3. Capital Management 4. Outlook

SGH Investor Presentation Seven Group Holdings 3 12 June 2020 Group Overview We are a leading operating and investment group • Total assets: $6.9bn With positions in • Industrial Services • Energy • Media • Investments

SGH Investor Presentation Seven Group Holdings 4 12 June 2020 GROUP OVERVIEW PEOPLE AND SAFETY More than 5,800 people employed as at April 2020 Rolling 12 Month LTIFR TRIFR • 3,532 employees at WesTrac in NSW/ACT and WA Apr Apr Apr Apr 2019 2020 2019 2020 • 2,042 employed across Australia at Coates Hire WesTrac WA 1.0 1.2 8.1 7.0 • 213 employees at AllightSykes WesTrac NSW 1.0 9.6 0.0 6.7 Keeping our people safe continues to be our top priority Coates Hire 1.6 0.9 14.6 7.7 • Significant improvement in safety statistics over the past two years AllightSykes 0.0 4.9 7.3 14.7 • Continued focus on lead indicators and initiatives to further drive improvements SGH Total 1.2 0.9 11.2 7.4 in safety culture – Lost time injury frequency rate (LTIFR) = number of lost time injuries • The “Built By Us” safety culture program at WesTrac was formally recognised, per million hours worked – Total recordable injury frequency rate (TRIFR) = number of recordable receiving the Enterprise Safety Program Initiative Award at the 2020 Australian injuries per million hours worked Workplace Health & Safety Awards • The “Built By Us” program has supported an increase in employee engagement of 21% at WesTrac WA and 16% at WesTrac NSW • Increase in AllightSykes LTIFR and TRIFR is an area of specific focus for the new leadership team Initiatives underway to develop our greatest asset, the people who work across our businesses • Programs (training, apprenticeships, trade upgrades) to uplift the skills and capability of our people to better address potential skilled labour gaps • Continued focus on cultural transformation programs to build leadership capability and nurture an open and inclusive culture that values diversity

SGH Investor Presentation Seven Group Holdings 5 12 June 2020 GROUP OVERVIEW COMMUNITY ENGAGEMENT Uniquely positioned to assist our communities • Incredible work undertaken by 35 of our brave and committed people who serve in the RFS and other volunteer services – Providing paid leave for all leave taken by employees to fight recent bush fires and support affected communities • The diversity of our Group uniquely positions us to respond to the crisis through industry- leading equipment and our team’s motivation and skills $10m pledged by SGH and its majority shareholder • SGH pledge of $5m to directly support firefighting efforts, disaster recovery and the long-term task of rebuilding communities and ensuring support for mental health Equipment deployed to date • Matched by $5m pledge by Australian Capital Equity (ACE) • Cobargo: shower and toilet blocks, • Using the resources of the Group to support the rebuilding and recovery of affected portable facilities, 50x 2-3kva generators, communities 2x 4WD dual cabs, 1x 301.8 hydraulic excavator, fencing material. Contribution to date of $5m combined • Balmoral: 2x bushfire recovery containers. • Equipment and services deployed to the RFS, BlazeAid and ADF in NSW and • Bega: 1x 962M wheel loader. working with CFS Victoria and CFA South Australia to assess needs • Direct funding provided to BCA’s Australian Volunteer Support Trust and Community • Canberra (ADF): D6T dozer. Rebuilding Trust • Kangaroo Island: temporary shelters. • Additional support provided by SWM through live broadcasts of the Fire Fight • Additional dozers, graders, site sheds in Australia Concert, raising $9.5m, and the Bushfire Bash charity cricket match, delivery. raising $7.8m

SGH Investor Presentation Seven Group Holdings 6 12 June 2020 GROUP OVERVIEW COVID-19 Key Principles of the SGH COVID-19 Response Plan • Support the health and wellbeing of our employees and their families • Operate core businesses as essential services • Support our customers to maintain their businesses Coordinated Groupwide Response • Established a “Nerve Centre” to leverage resources across the Group and ensure an aligned and rapid response to issues as they arise: – Ensuring workforce protection and productivity – Stabilising the supply chain – Proactively engaging with customers – Actively stress testing the financial impact of various potential scenarios • The effect on the operating business has been: – Limited impact for WesTrac, with customers active, supply chains open, and volumes continuing to grow – Some impact on Coates with event revenue being significantly impacted and Mid-tier and Trades contractor activity slowing – Measures put in place by Government have significantly impacted the advertising market and Seven West Media – Supply and demand side shocks have impacted the oil price and thus Beach Energy, whose domestic gas business remains resilient

SGH Investor Presentation Seven Group Holdings 7 12 June 2020 GROUP OVERVIEW OUR PURPOSE Purpose and objective • The Group’s purpose is to recognise and serve exceptional businesses • And by doing so seeks to maximise returns to shareholders, with total shareholder return of 41% over 3 years to December 2019 Recognising and serving exceptional businesses Purpose Maximise return to stakeholders through long term sustainable value creation Strategic Objective Owner’s Respect Courage Agility mindset Values Operational Exceptional people Financial returns Assets excellence Pillars

SGH Investor Presentation Seven Group Holdings 8 12 June 2020 GROUP OVERVIEW STRUCTURE

SGH Investor Presentation Seven Group Holdings 9 12 June 2020 GROUP OVERVIEW BUSINESSES AND MARKETS Mining production • We provide equipment solutions to the world’s Industrial Industrial Energy Media largest miners, supporting record production services services investments volumes and driving efficiency Infrastructure investment • We are the largest national equipment hire business, providing solutions to major infrastructure and construction customers with a strong pipeline of committed government projects WesTrac (100% owned) Coates Hire (100% Beach Energy (28.5% Seven West Media (40% East Coast gas is one of the largest CAT owned) is the largest owned) is a leading owned) is a leading • Beach Energy and SGH Energy are well dealers globally (by mid-cap E&P business diversified media nationwide industrial sales) and supports and a key supplier to a company in Australia and general equipment positioned to meet growing East Coast gas customers in Australia’s growing East Coast gas with 2,700 employees hire company demand and domestic LNG export opportunity rich iron ore and thermal market coal regions Diversified investments • Strong balance sheet to pursue growth opportunities within or adjacent to our existing 28 branches and 3,532 SGH Energy (100% Monthly Australia-wide Over 160 branches and core businesses employees owned) holds operated audience reach of: 2,155 employees and non-operated oil - 17.7m in Seven Network and gas interests - 8m in 7Digital including 15% of the - 3m in WAN + digital Crux LNG Project Key customers: BHP, Key customers: Alinta, Other media investments Key customers: BMD, CIMIC, FMG, Glencore, AGL, Adelaide Brighton, include interests in China CIMIC, Downer, FMG, Macmahon, Mineral Origin Energy P/E funds John Holland, Lend Resources, Rio Tinto, Lease Roy Hill Note: based on segment asset values as at 31 December 2019