The Future Of Work: Australia‘s Key Debates

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The Future Of Work: Australia‘s Key Debates

n provide the strongest direct

Infrastructure software-related AI linkage in the sector, although regulatory pricing frameworks and industry-wide adoption are likely to see part of the savings

competed away over time.

IDX is using AI to support scan triage, prioritisation and workflow efficiency, with benefits primarily arising from improved resource allocation

rather than workforce replacement. SHL's PathologyWatch platform combines digital pathology and AI-enabled image analysis to improve

Healthcare

quality, capacity and efficiency. Across healthcare, AI is more likely to augment clinical workflows and address labour constraints than

materially reduce workforce requirements.

The strongest evidence of AI and Future-of-Work adoption in our coverage sits within Industrials, where companies including QAN, ORI, BSL,

JHX, SGM, BXB and DNL are already reporting productivity, revenue or earnings benefits. Applications range from operational automation and

Industrials

process optimisation to customer productivity solutions and digital transformation initiatives. SGH, REH and AMC are also benefiting indirectly

through increased automation, analytics and data-centre-related demand, while RWC and FBU remain earlier in the adoption cycle.

Within office property, DXS, COF, GPT and MGR have not reported any material impact from AI adoption on tenant demand or space

Property requirements. By contrast, AI-driven growth in data-centre demand is creating a favourable backdrop for owners of powered land, connectivity

and digital infrastructure assets, supporting names such as GMG, CNI, SGP and CIP.

We expect the greatest benefits to accrue to larger scale, long-life and data-rich operations where relatively small improvements in equipment