Slide 1: Q2 FY26 Presentation
For personal use only Q2 FY26 Presentation DXN Limited (ASX:DXN) 30 January 2026
Slide 2: A leading provider of prefabricated modular data centre solutions
A leading provider of prefabricated modular data centre solutions DXN is a vertically integrated manufacturer and operator of modular data centres in Asia Pacific. DXN designs, engineers, manufactures, deploys, For personal use only operates, and maintains high-quality modular data centres across th
Slide 3: End-to-end business model - leveraged to high-growth infrastructure sectors
End-to-end business model - leveraged to high-growth infrastructure sectors Segment Core Offering Typical Customer Business Model For personal use only Custom prefabricated Telcos, hyperscale Modular Division units (2–500 racks), operators, governments Turnkey build and sale designed for Tier III/IV
Slide 4: Regional leader in prefabricated & critical infrastructure builds
Regional leader in prefabricated & critical infrastructure builds Established in 2010 with prefabrication focused projects, starting in 2020 For personal use only • Trusted technical advisor with market-leading innovation, consistently exceeding customer expectations • End-to-end capability from des
Slide 5: Growth momentum underpinned by industry tailwinds
Growth momentum underpinned by industry tailwinds Rising global demand for distributed, low-latency infrastructure driven by AI, IoT and cloud expansion. For personal use only Globally diversified & Increasing demand for Vertically integrated high-quality client Data Centres and with scalable base a
Slide 6: Leveraged to growing critical infrastructure market segments
Leveraged to growing critical infrastructure market segments EDGE Market Segments1 Cable and Satellite Defence & 1. Landing Stations 2. Mining Modules 3. Edge Data Centres 4. For personal use only Government 50kw to 10MW multi module edge sites (AI HPC Modules, 30kw to 2MW 100 to 500kW Modules Edge
Slide 7: Diversified exposure reduces concentration risk
Diversified exposure reduces concentration risk Cable and Satellite Mining Prefab EDGE Defense and Landing Stations Modules Data Centres Government For personal use only • Colo/ telco end users for 50kw to 10MW Portable DC • 30kw to 2 MW designs • 30kw to 250kw • Also 1-2MW per • Subsea and LEO tech
Slide 8: Diverse, high-quality & growing customer base underpins long term growth
Diverse, high-quality & growing customer base underpins long term growth Mining For personal use only Energy & Gas Telco Cable Landing Station(CLS)/ Satellite Government and Defence Data centres Global Hyperscalers internet company 8
Slide 9: Q2 FY26 Update
For personal use only Q2 FY26 Update
Slide 10: Q2 FY26 Financials
Q2 FY26 Financials $1.7 million • $1.74 million in Q2 FY26 revenue – comprised of: For personal use only Q2 FY26 Revenue o Modular revenue ~$1.03million o Data Centres Operations revenue ~$0.64 million $1.7 million o DCaaS revenue ~0.08 million Cash balance as at 31 December 25 • Quarter ended with
Slide 11: Targeting growth, weighted to 2HFY26
Targeting growth, weighted to 2HFY26 $18.0m Revenue by Quarter $16.0m • Q2 FY26 revenue of $1.7 million, a decrease For personal use only $16.0m of ~(63.0)% on pcp $14.5m $14.0m Backlog • Decrease in revenue driven by delay in $5.8m progress on existing contracts $12.0m $10.9m Project activity res
Slide 12: DCaaS Q2 Update
DCaaS Q2 Update • First site in Darwin completed in Q2 For personal use only • DCaaS recurring service fees commenced in November 2026, establishing a sustainable new stream of recurring revenue. • Q2 FY26 DCaaS revenue totalled $0.08 million, comprising partial service revenue and set-up revenue re
Slide 13: Cash Receipts Vs. Revenue over quarters
Cash Receipts Vs. Revenue over quarters Cumulative cash receipts vs. revenue For personal use only $35.0m $30.0m $25.0m • Cash receipts of $2.2m • Cash position of $1.7 million $20.0m • Milestone based payments issued at progress completion $15.0m • Strong fundamentals with multiple contracts in pla
Slide 14: Outlook
For personal use only Outlook
Slide 15: Strategic MOU supports growth ambitions in South-East Asia
Strategic MOU supports growth ambitions in South-East Asia • Signed non-binding MOU with Super Sistem Indonesia (SSI) • Establish a Singapore-based JV with equal ownership For personal use only Strategic MOU & JV • JV will handle future modular data center purchase orders from SSI, produced in a joi
Slide 16: Future growth underpinned by robust identified pipeline
Future growth underpinned by robust identified pipeline • The current identified pipeline consists of 80 projects For personal use only • Pipeline includes a diversified mix of projects, with an increasing number of DCaaS, StructCore, Hyperscale and Satellite gateway opportunities. Current Identifie
Slide 17: FY26 Outlook
FY26 Outlook Targeting FY26 revenue growth, weighted towards 2HFY26 • $14.5 million Backlog: For personal use only • 65% of FY26 Backlog expected to be delivered in 2HFY26 • Actively pursuing opportunities in core segments and newly entered high- growth areas • Broadening DCaaS offering to improve r
Slide 18: Appendix
For personal use only Appendix
Slide 19: DXN Snapshot
DXN Snapshot Key value proposition is DXN’s capability of converting designed concepts into reality & operation – All in-house Operating snapshot (FY25) For personal use only Established in 2016, listed 2018, headquartered in Sydney Commenced Focus on Prefabricated Modular Data Nearly 100 4 25 C
Slide 20: Establishing a DCaaS segment to deliver recurring revenue
Establishing a DCaaS segment to deliver recurring revenue DCaaS – a capital light, facility as a service model For personal use only • Includes design, engineering and deployment of data centres and ground stations: o development of bespoke data centres or cabinet solutions for each customer. o Desi
Slide 21: Income Statement
Income Statement #039;000 FY24 FY25 For personal use only Revenue from continuing operations 10,755 16,029 Cost of Goods Sold (4,903) (10,636) Gross Profit 5,852 5,392 Gross Margin 54% 34% Other Income; 498 446 Underlying EBITDA 1,219 815 EBITDA 644 6 21
Slide 22: Disclaimer
Disclaimer This presentation has been prepared by DXN Limited (ACN 620 888 548) FORWARD LOOKING STATEMENTS (DXN or Company). Certain statements contained in this presentation, including information as to the future financial or operating performance of the Company and its assets, are NOT AN OFFER fo
Slide 23: Thank you
For personal use only Thank you For more info visit dxn.solutions or email info@dxn.solutions