Engenco Owner’s Manual (an example)

1. Company Overview

Engenco Limited is a diversified engineering and technology company that provides a range of products and services to the transportation, resources, and infrastructure sectors. The company operates in several key business units, including Rail, Drivetrain, Convair, Workforce Solutions, and Hedemora, offering a variety of high-value solutions.

2. Business Units

Gemco Rail:
- Overview: Specialises in the manufacture, maintenance, and refurbishment of rail components. It serves the freight and passenger rail markets.
- Key Achievements: Increased revenue by 15.1% year-on-year, with significant growth in wagon supply and wheel shop services.
- Outlook: Expanding facilities in Newcastle and establishing a new site in Karratha to meet increased demand.
Drivetrain:
- Overview: Provides power and propulsion products and services, particularly for mining and energy sectors.
- Key Achievements: Expansion of product offerings, including sales of Kovatera vehicles and Guascor engines.
- Outlook: Continued growth in spare parts sales and maintenance services, with plans to expand the sales pipeline.
Convair:
- Overview: Specialises in the design and manufacture of pneumatic dry bulk tankers.
- Key Achievements: Strong order book driven by innovative engineering solutions and increased sales by 34.3%.
- Outlook: Focus on increasing production and supporting customer operations through improved cost management.
Workforce Solutions:
- Overview: Offers training and workforce management services across Australia, particularly in the rail and heavy vehicle sectors.
- Key Achievements: Stabilisation of financial performance and expansion of training offerings.
- Outlook: Aiming to increase enrolments and expand the range of services offered across its portfolio.
Hedemora Turbo & Diesel:
- Overview: Provides maintenance and reconditioning services for diesel engines and turbochargers.
- Key Achievements: Benefited from stable reconditioning work and launched marketing efforts in North America.
- Outlook: Plans to expand its presence in North America and continue supporting significant defence contracts.

3. Financial Highlights

FY2023 Revenue: AUD $217.1 million, a 15.1% increase from the previous year.
Net Profit Before Tax (NPBT): AUD $5.5 million, marking a 22.2% improvement.
Return on Capital Employed (ROCE): 8%, an increase of 33% from FY2022.

4. Competitive Advantages

Diverse Product Portfolio: Engenco’s varied business units offer a broad range of products and services, reducing dependence on any single market segment.
Strong Market Presence: The company's long-standing reputation and global reach provide a competitive edge, especially in the rail and mining sectors.
Innovation and Technology: Engenco is committed to investing in technology and innovation, particularly in expanding its product offerings and improving operational efficiencies.
Financial Stability: The company’s prudent financial management, including maintaining a net cash position and access to credit facilities, provides a solid foundation for future growth.

5. Strategy and Outlook

Growth: Engenco aims to drive organic growth across its divisions, with a focus on expanding its rail and drivetrain operations and stabilising its workforce solutions division.
ESG Commitment: The company is working towards understanding and reducing its carbon emissions, with a broader goal of achieving net-zero emissions in the future.
Shareholder Value: Engenco continues to focus on improving profitability and return on equity to make its shares more attractive to investors.

6. Corporate Governance

Engenco Limited is governed by a Board of Directors with extensive industry experience. The Board includes both executive and non-executive directors, ensuring a balanced approach to decision-making and corporate governance.

Introductory email from MD

Dear valued investors,

I am pleased to present the Owner's Manual for Engenco Limited (ASX: EGN), a detailed guide to our company's strategic direction, operations, and potential for growth.

As a diversified engineering and technology company, Engenco is dedicated to delivering innovative solutions across the transportation, resources, and infrastructure sectors. Our commitment to quality and operational excellence, combined with a focus on sustainability and responsible practices, ensures that we are well-positioned to create long-term value for our shareholders.

This Owner's Manual provides a comprehensive overview of our key business units, financial performance, and strategic priorities. It outlines our achievements in expanding our Rail and Drivetrain divisions, advancing our workforce solutions, and our ongoing efforts to enhance our environmental, social, and governance (ESG) practices.

Thank you for your continued trust and support as we work towards delivering sustainable growth and superior returns.

Sincerely,

Dean Draper

Managing Director

Engenco Limited

Video script

"Hello, and welcome. I’m Dean Draper, Managing Director of Engenco Limited.

As partners in our journey, I’m excited to introduce our Owner's Manual—a resource we've developed specifically for you, our valued investors.

At Engenco, we view our investors as true partners. We believe that transparency and clear communication are essential to building and maintaining the trust that is the foundation of our relationship.

This Owner's Manual is designed to give you a comprehensive look at who we are, what we do, and where we’re headed. Inside, you’ll find insights into our business operations, financial performance, and our strategic goals for the future. We’ve also highlighted our ongoing commitment to sustainability and the steps we’re taking to ensure long-term growth.

Whether you’re new to Engenco or have been with us for years, we hope this manual will enhance your understanding of our company and the value we aim to create together.

Thank you for your continued partnership and trust. Together, we’re building a stronger, more sustainable future.

Thank you, and I look forward to our continued success."