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Sector Pulse - Technical Property Services

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Sector Pulse

Australia Technical Property Services November | 2025

Sector Pulse

Technical property services: Secure revenue and demand for diversification drives valuations Warwick Face

Kieran Wallis

Partner

Partner

p +61 7 3222 8444 e wface@pitcherpartners.com.au

p +61 7 3222 8444 e kwallis@pitcherpartners.com.au

Listed Technical Property Service providers continue to trade at exceptional multiples, supported by robust earnings and sustained construction and maintenance demand. Pitcher Partners expects M&A to remain a key strategy for participants seeking to diversify earnings across geographies and industry specialisations. Industry Outlook:

Trading Multiples Median

12.1x EBITDA (LTM)

• Strong growth driven by sustainability mandates, smart-building adoption, and rising multiresidential and commercial demand. • Queensland leads the nation in FY25 building approvals, fuelled by record interstate migration and significant public investment in transport and housing infrastructure. Deal Volumes: • 10 transactions in Australia for LTM September 2025, following 11 in the prior period. • Well above the 10-year average of 7 per year.

#Transactions in Last Twelve Months

10

reported

• 75 deals recorded over the decade (with 5 transactions > $200m). Deal Values: • Disclosed deal values totalled approx. $1.6b for LTM September 2025 ($85m ex. 2 jumbo deals), consistent with $81m in the prior period. M&A Highlights over Last Twelve Months: • June 2025: Pacific Equity Partners to acquire Johns Lyng, reinforcing private equity interest in resilient, service-based building and restoration platforms. • Sep 2025: NRW Holdings acquired Fredon Industries, entering high-value building services and expanding electrical, mechanical, and maintenance capabilities.

Largest Transaction Last Twelve Months

$1.3b


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