Slide 1: Investor Webinar Presentation announcement
Hazer Group Limited (ACN 144 044 600) Level 9, 99 St Georges Tce, WA 6000 PO Box Z5511, St Georges Tce, Perth, WA 6831 INVESTOR WEBINAR PRESENTATION PERTH, AUSTRALIA; 27 October 2025: Hazer Group Ltd ("Hazer" or "the Company") (ASX: HZR) is holding its Investor Webinar commencing at 10:30am (AWST) /
Slide 2: Unlocking the clean hydrogen market
ASX:HZR Hazer Group Unlocking the clean hydrogen market Q1 FY26 Investor Webinar Monday, 27 October 2025
Slide 3: Disclaimer
2 Hazer Group Ltd – Q1 FY26 Investor Webinar Disclaimer Important information This presentation has been prepared by Hazer Group Limited (“Hazer” or “the Company”) Forward Looking Statements Statements contained in this document or made during or in connection Summary Information This document conta
Slide 4: Agenda
3 Hazer Group Ltd – Q1 FY26 Investor Webinar Agenda Item Q1 FY26 Highlights & Strategy Update Hydrogen & Graphite Market Update Technology Scale-up & Go-To-Market Strategy Hazer Graphite Corporate Update Q&A
Slide 5: Converting Emissions into Energy and Critical Minerals
Converting Emissions into Energy and Critical Minerals Affordable. Scalable. Now. “Hazer Group is decarbonising industry with its breakthrough climate technology; accelerating the delivery of affordable clean hydrogen and valuable graphite; at scale”
Slide 6: Company Overview
Company Overview Snapshot (ASX:HZR) Growth Drivers A$130M 1 Licensing Market Cap Model Scaling for Deployment Global Alliance with KBR Process designs advancing Exclusive partner to accelerate to >50,000 tpa hydrogen licensing & deployment ~$20M 18 2 Funding Employees position 70+ A$130M Graphite Co
Slide 7: FY25 Highlights: Foundations for commercialisation
6 Hazer Group Ltd – Q1 FY26 Investor Webinar FY25 Highlights: Foundations for commercialisation Financial Highlights FY25 Strategic Highlights A$8.5m 1 Maiden operating revenue for engineering FY25 revenue services received from FortisBC Up 124% YoY Successful early completion of the CDP performance
Slide 8: Q1 FY26 Highlights & Strategy Update
Q1 FY26 Highlights & Strategy Update
Slide 9: Q1 FY26 Highlights: Global partnership builds momentum
8 Hazer Group Ltd – Q1 FY26 Investor Webinar Q1 FY26 Highlights: Global partnership builds momentum Commercialise • KBR alliance advancing commercial scale-up and go-to- market strategy • Graphite strategy gains momentum with multiple deals and IP filings amid tightening global supply • Major commer
Slide 10: Executing scale-up & licensing strategy
9 Hazer Group Ltd – Q1 FY26 Investor Webinar Executing scale-up & licensing strategy Strategy: Enablers: • Commercial scale projects in multiple MONETISE & • Large scale license deals jurisdictions under license agreements GROW • License first project • Expand global portfolio • First commercial pro
Slide 11: Dual Strategy; Two Compelling Markets
Dual Strategy; Two Compelling Markets
Slide 12: Disrupting a large, established, CO2 intensive market
11 Hazer Group Ltd – Q1 FY26 Investor Webinar Disrupting a large, established, CO2 intensive market Current demand met with a carbon intensive process; steam methane reforming Latest Hydrogen Market Update1 • Current market size ~100MPTA growing at ~4% (CAGR) • By 2060, 85% of the worlds H2 originat
Slide 13: Supply crunch amplifies Hazer's graphite opportunity
12 Hazer Group Ltd – Q1 FY26 Investor Webinar Supply crunch amplifies Hazer’s graphite opportunity US set to impose additional tariffs on Chinese graphite supply places upward pressure and pricing and volumes • Tier-1 critical mineral for the energy transition • China dominates over 80% of graphite
Slide 14: Technology Scale-up & Go-To-Market Strategy
Technology Scale-up & Go-To-Market Strategy
Slide 15: Hazer & KBR: From Alliance to Licencing
14 Hazer Group Ltd – Q1 FY26 Investor Webinar Hazer & KBR: From Alliance to Licencing Progressing scale up, licensing and marketing to enable near-term deployment opportunities WHEN WE WHERE ARE WHATS NEXT SIGNED WE NOW (2026) (May 2025) • Integrated in KBR’s Net Zero • Complete PDP early 2026 • Glo
Slide 16: Low cost, high value technology development
15 Hazer Group Ltd – Q1 FY26 Investor Webinar Low cost, high value technology development Material technology development progress accelerates progress towards commercialisation Key wins enable accelerated low-cost development • 2024 CDP test campaign, 2025 KBR Alliance • 2025 PSRI training and memb
Slide 17: Solid progress on first commercial project in Canada
16 Hazer Group Ltd – Q1 FY26 Investor Webinar Solid progress on first commercial project in Canada Partnership with FortisBC to develop a 2,500tpa hydrogen facility in Canada • FortisBC 100% project owner; Hazer technology licensor • Binding agreement for commercial scale plant; license fee framewor
Slide 18: EnergyPathways project gains UK Government backing
17 Hazer Group Ltd – Q1 FY26 Investor Webinar EnergyPartners project gains UK Government backing EnergyPathways is developing a large-scale infrastructure project to provide secure & flexible clean energy to UK • 20ktpa Hazer-licensed facility in England • UK Government-designated national significa
Slide 19: Sales pipeline spanning key regions & sector
18 Hazer Group Ltd – Q1 FY26 Investor Webinar Sales pipeline spanning key regions & sector Globally diversified pipeline across energy, industry & infrastructure; commercial engagements progressing HAZER'S GLOBAL PIPELINE 45+ active global leads 1.2 Mtpa+ potential hydrogen capacity (~1% global mark
Slide 20: Hazer Graphite
Hazer Graphite
Slide 21: Graphite production diversifies earnings
20 Hazer Group Ltd – Q1 FY26 Investor Webinar Graphite production diversifies earnings A synthetic, low emissions product with differentiated morphology and properties • High purity, structured graphite • Low production emissions Strategic Partnership with Mitsui • Differentiated morphology and prop
Slide 22: Patent filings for battery-grade graphite purification
21 Hazer Group Ltd – Q1 FY26 Investor Webinar Patent filings for battery-grade graphite purification China export ban on graphite processing and IP positions Hazer as local producer of high-end graphite • Proprietary Hazer electrochemical purification process • Patent coverage for purification to >9
Slide 23: Strategic deals validate Hazer Graphite value potential
22 Hazer Group Ltd – Q1 FY26 Investor Webinar Strategic deals validate Hazer Graphite value potential Hazer produces high-purity graphite with unique product characteristics well-suited to advanced applications • A leading Australian materials • €21.22 bln (Paris Euronext: VIE)1 company (ASX:FGR) •
Slide 24: Hazer Graphite is a versatile and valuable product
23 Hazer Group Ltd – Q1 FY26 Investor Webinar Hazer Graphite is a versatile and valuable product Testing and product development underway with project partners, potential offtakers and industry experts Thermal energy storage Market Size (MPTA): 4.1 Several global engagements advancing Iron & steel m
Slide 25: Corporate Update
v Corporate Update
Slide 26: Corporate execution driving progress
25 Hazer Group Ltd – Q1 FY26 Investor Webinar Corporate execution driving progress Strengthening financial and strategic position to support near term commercialisation • Continued cost discipline and maintain robust liquidity • Robust ~$20mln funding position, including recent $4.6mln FY25 R&D reba
Slide 27: Strategic priorities – Accelerating to scale
26 Hazer Group Ltd – Q1 FY26 Investor Webinar Strategic priorities – Accelerating to scale Multiple near-term catalysts to unlock value creation 1 Accelerate process scale-up to meet demand for large-scale commercial projects Commercialising Technology 2 Unlock value potential in graphite product 3
Slide 28: Investment case
27 Hazer Group Ltd – Q1 FY26 Investor Webinar Investment case Low-cost, clean H2 technology with strong competitive advantage Commercially ready today and co-locates with end- user infrastructure “Capex-lite” license model unlocks early cash-flow Tier-1, global partnerships across strategic markets
Slide 29: Q&A
Q&A
Slide 30: Hazer Group Ltd
Hazer Group Ltd ASX:HZR Investor Relations Enquiries: contact@hazergroup.com.au Media Enquiries: spitaro@nwrcommunications.com.au