Slide 1: Investor Webinar Presentation
RLF AgTech Ltd ACN 622 055 216 Suite A, 65 Kurnall Road Welshpool, WA 6106 11 March 2026 ASX Announcement Investor Webinar Presentation On 2 March 2026, RLF AgTech Ltd (RLF or the Company) (ASX: RLF) announced that the Company will host an investor webinar at 11am on Thursday, 12 March 2026 (AEDT) t
Slide 2: Investor Webinar March 2026 - Pivoting to Execution: The Commercial Strategy
INVESTOR WEBINAR MARCH 2026 Pivoting to Execution: BEN BARLOW | Chairman The Commercial Strategy STUART UPTON | Chief Executive Officer
Slide 3: Important Information
IMPORTANT INFORMATION The purpose of this presentation is to provide general information about RLF AgTech Ltd (RLF or the Company). It is not recommended that any person makes any investment decision in relation to the Company based solely on this presentation. This presentation does not necessarily
Slide 4: Today's Agenda
TODAY'S AGENDA Strategic Overview Half-Year Financial Results 01 02 Chairman - Official Welcome CEO – Unpacking the Numbers CEO First 30 Days & H2 Imperative Australian Market Activation 03 04 CEO - Strategic Pillars CEO – Execution Discipline International Expansion Competitive Edge 05 06 CEO - Aus
Slide 5: Chairman's Welcome & Strategic Overview
Chairman's Welcome & Strategic Overview Board Alignment and Mandate: The Board Operational Discipline: RLF has successfully has fully empowered Stuart with a clear completed the structural realignment phase. mandate for commercial aggression, This has paved the way for sustainable decisive action, o
Slide 6: New Leadership for New Growth
New Leadership for New Growth Stuart brings extensive senior leadership experience from major agribusiness and Recruiting Operational industrial companies. He is known for his Excellence ability to scale businesses and drive market expansion. Building a high-performance executive Stuart's Vision tea
Slide 7: HY26 Financial Overview: A Period of Strategic Investment
HY26 Financial Overview: A Period of Strategic Investment HY25 Statutory Result $13.6m Revenue rose 5% to $14.3m. Comprehensive loss of $3.91m reflects a shift from prior one-off gains toward long-term scale. Revenue Context for Investors Headline figures represent intensive investment to strengthen
Slide 8: Unpacking HY26: Reconciling the Statutory Result
Unpacking HY26: Reconciling the Statutory Result Underlying Movement Significantly Lower than Headline Figure One-Off Factors in HY25 total ~$2.3m True Differential ~$1.6m debt forgiveness. When normalised, the underlying movement ~$0.4m R&D tax refund adjustment. between HY25 and HY26 is ~$1.7m. ~$
Slide 9: HY26: Investment Drivers & Timing
HY26: Investment Drivers & Timing Strategic Investment (FY26) Non-Recurring & Timing Impacts • $0.5m: start-up costs for new Australian • $0.4m weather-related revenue delays business unit infrastructure and team in Asia. The revenue is delayed, not lost, growth and already banked post-period. • $0.
Slide 10: CEO: The First 30 Days
CEO: The First 30 Days Personnel Audit Exited negative culture drivers and removed 2 management and 3 non-performing sales staff to ensure high-performance standards. Operational Pivot Identified idle capacity and implemented the strategic Cost to Profit recovery plan. Growth Campaign Launched Early
Slide 11: Australian Market Activation & LiquaForce Strategy
Australian Market Activation & LiquaForce Strategy Market 01 Commercial Conversion 02 Channel Partnerships Opportunity Changing the pitch from Signing revenue price to grower ROI (2026 generating partnership The Australian liquid fertiliser market Grower Profitability ventures to build volume presen
Slide 12: International Expansion - Disciplined Approach
International Expansion - Disciplined Approach
Slide 13: Proprietary Technology: The Competitive Edge
Proprietary Technology: The Competitive Edge MOAT Advantage and Scalable Growth Built on proven product performance and grower ROI, supported by 25+ years of trial data and 30 years of on-farm IP, now scalable through 1,200+ distribution outlets in Australia, and accelerating international expansion
Slide 14: Pathway to Profitability Milestones
Pathway to Profitability Milestones Our strategic roadmap focuses on achieving sustainable profitability through disciplined financial management and operational efficiency. By hitting these FY26 targets, we establish a robust foundation for long-term shareholder value creation. Restructure Cost Out
Slide 15: Key Milestones & Highlights
Key Milestones & Highlights Turnaround Phase 01 Leadership Team 02 Market Potential 03 Completed restructuring with strong Proven management team with a deep Large addressable market operational discipline, positioning the track record in AgTech leadership and opportunities supported by favorable co
Slide 16: Summary: RLF Growth Position
Summary: RLF Growth Position Restructuring Complete Proven Technology Cost base is now fully optimised and operations Demonstrated yield improvements backed by are streamlined. The business is now leaner and a strong innovation platform. Our tech ready for efficient scale. Headcount rationalised, de
Slide 17: Q&A Session
Q&A Q&A Session Open Discussion with Chairman and CEO
Slide 18: Thank You
Thank You Contact Stuart Upton Chief Executive Officer supton@rlfagtech.com +61 478 843 181 Ben Barlow Chairman bbarlow@rlfagtech.com +61 429 967 217