Delorean Corporation Ltd · ASX:DEL

Delorean — FY2026 Earnings Presentation

28 slides from Delorean's earnings presentation, Aug 31, 2026

  1. Slide 1: FY26 4E Preliminary Results Presentation

    For personal use only Delorean Corporation Ltd FY26 4E Preliminary Results Presentation August 2026 www.deloreancorporation.com.au

  2. Slide 2: Important Notice & Disclaimer

    Disclaimer Important Notice & Disclaimer For personal use only This document is confidential and may not be reproduced, redistributed or passed on, directly or indirectly. This document is neither a prospectus nor an offer to subscribe for Shares. The purpose of this presentation is to provide gener

  3. Slide 3: Company Overview

    Company Overview DELOREAN CORPORATION (ASX: DEL) IS For personal use only AUSTRALIA’S LEADING DEVELOPER OF BIOENERGY INFRASTRUCTURE Delorean is building a network of assets across Australia using mature in-vessel anaerobic digestion technology to produce renewable gas, renewable electricity and biog

  4. Slide 4: Delorean's Next Growth Chapter

    Delorean’s Next Growth Chapter DELOREAN CORPORATION LTD IS IN ITS NEXT PHASE OF GROWTH, TRANSITIONING FROM EPC CONTRACTOR INTO LONG-TERM INFRASTRUCTURE OWNERSHIP THROUGH EXECUTION OF ITS SCALABLE HIGH-YIELDING BUILD-OWN-OPERATE PLATFORM IN For personal use only AUSTRALIA’S RAPIDLY EMERGING RENEWABLE

  5. Slide 5: Achievement Snapshot as at FY26

    Achievement Snapshot as at FY26 DELOREAN IS STRATEGICALLY INVESTING IN CLEAN ENERGY INFRASTRUCTURE AND PROJECT DEVELOPMENT For personal use only $51M $43M 9.97% $83M 80,000+ 10+ PROJECT GRANTS STRATEGIC 4 PROJECTS SAFE WORK STRATEGIC DEVELOPMENT AWARDED SHAREHODLER COMPLETED HOURS PARTNERSHIPS Inves

  6. Slide 6: FY26 Achievements

    FY26 Achievements DELOREAN HAS MADE STRONG PROGRESS IN EXECUTING ITS BUILD-OWN-OPERATE RENEWABLE GAS INFRASTRUCTURE STRATEGY, ADVANCING DEVELOPMENT, CONSTRUCTION, For personal use only FINANCING AND OPERATIONS ACROSS ITS PROJECT PORTFOLIO SA1 - First BOO Project Nearing Completion: ✓ Progressed cons

  7. Slide 7: FY26 Achievements

    FY26 Achievements Recurring Revenue from O&M Activities ✓ Achieved Practical Completion at the Yarra Valley Water Lilydale project and commenced multi-year O&M services, providing stable For personal use only recurring revenue stream ✓ Expanded advisory and consultation services for strategic third

  8. Slide 8: FY26 4E Financial Results Overview (unaudited)

    FY26 4E Financial Results Overview (unaudited) DELOREAN IS BUILDING VALUE THROUGH STRATEGIC INVESTMENT IN CLEAN ENERGY ASSETS For personal use only FY26 Revenue $8.5M FY26 Total Income $14.0M FY26 EBITDA As at 30/06/2026 $0.18M FY26 Gross Cash Position FY2026 represents a foundational period in Delo

  9. Slide 9: Financials

    Financials DELOREAN IS BUILDING VALUE THROUGH STRATEGIC INVESTMENT IN CLEAN ENERGY ASSETS For personal use only KEY HIGHLIGHTS FY26 FY25 CHANGE Commentary ($’000) ($’000) • Receipts from customers and revenue declined following practical completion of ~$53M Receipts from 5,204 25,910 Down 80% YVW ma

  10. Slide 10: FY26 4E Financial Results Continued

    FY26 4E Financial Results Continued DELOREAN IS BUILDING VALUE THROUGH STRATEGIC INVESTMENT IN CLEAN ENERGY ASSETS KEY HIGHLIGHTS ($’000) FY26 FY25 CHANGE COMMENTS For personal use only (unaudited) (audited) Receipts from Customers 5,204 25,910 Down 80% Receipts from customers and revenue declined f

  11. Slide 11: Delorean's Bioenergy Infrastructure Rollout

    Delorean Corporation Delorean’s Bioenergy Infrastructure Rollout For personal use only YVW Project Construction in FY25

  12. Slide 12: Delorean's Portfolio

    Delorean’s Portfolio DELOREAN’S PROJECTS REPLACE NATURAL GAS WITH BIOMETHANE, DRIVING DECARBONISATION IN HARD-TO-ABATE For personal use only SECTORS THROUGH EXISTING INFRASTRUCTURE Projected Biomethane Production from Delorean Bioenergy Projects 3000 2500 TERAJOULES (TJ) 2000 1500 1000 500 IN CONSTR

  13. Slide 13: Bioenergy Build-Own-Operate Project Revenue

    Bioenergy Build-Own-Operate Project Revenue DELOREAN’S COMMERCIAL SCALE ANAEROBIC DIGESTION PROJECTS DELIVER MULTIPLE DIVERSIFIED REVENUE For personal use only STREAMS WITH THE CERTAINTY OF LONG-TERM CONTRACTED OFFTAKES AND FEEDSTOCK SUPPLY ACHIEVING 15%+ UNLEVERED IRR’s • Renewable Natural Gas Offt

  14. Slide 14: DEL BOO Project Funding Strategy

    DEL BOO Project Funding Strategy DELOREAN OPTIMISING DEBT-LED PROJECT FUNDING THROUGH STRATEGIC PROJECT-LEVEL FINANCE AND REFINANCE SOLUTIONS FOR RAPID BOO EXPANSION For personal use only NSW1 HORSLEY PARK ̶ Delorean builds clean energy infrastructure at Asset Revaluation Post-Construction cost. The

  15. Slide 15: Delorean's Projects

    Delorean Corporation Delorean’s Projects For personal use only SA1 Project Construction in FY25

  16. Slide 16: Strong Track Record Delivering Award-Winning AD Plants

    Strong Track Record and Over 50 Years’ Collective Experience in Delivering Award-Winning AD Plants Built Across Australia/NZ Yarra Valley Water (VIC) SA1 Salisbury (SA) For personal use only 4 Bioenergy Projects Constructed (3 Award-Winning), 1 Under Construction Richgro (WA) SA Ag Residue Plant (SA

  17. Slide 17: SA1 Salisbury Bioenergy – Grid Injected Biomethane

    Delorean BOO Infrastructure Rollout and Operation SA1 Salisbury Bioenergy – Grid Injected Biomethane FIRST BIOENERGY FACILITY IN AUSTRALIA TO PRODUCE MAINS-GRADE BIOMETHANE AND BIOGENIC CO2 For personal use only 150,000 tCO2-e/annum Project Emissions reduction (~3,700,000 tonnes over the project lif

  18. Slide 18: SA1 Salisbury Project Overview

    Delorean BOO Infrastructure Rollout and Operation SA1 Salisbury Bioenergy – Grid Injected Biomethane FIRST BIOENERGY FACILITY IN AUSTRALIA TO PRODUCE MAINS-GRADE BIOMETHANE AND BIOGENIC CO2 For personal use only SA1 Salisbury Project Overview SA1 Salisbury is a 70,000T AD project strategically locat

  19. Slide 19: NSW1 Horsley Park – Behind the metre Biomethane

    Delorean BOO Infrastructure Rollout and Operation NSW1 Horsley Park – Behind the metre Biomethane AUSTRALIA’S FIRST INDUSTRIAL-SCALE BIOENERGY PROJECT TO CREATE RENEWABLE NATURAL GAS BEHIND THE METER For personal use only Project 138,000 tCO2-e/annum Overview Emissions reduction Delorean has reached

  20. Slide 20: NSW1 Horsley Park – RNG Investment Opportunity

    Delorean BOO Infrastructure Rollout and Operation NSW1 Horsley Park – RNG Investment Opportunity AUSTRALIA’S FIRST INDUSTRIAL-SCALE BIOENERGY PROJECT TO CREATE RENEWABLE NATURAL GAS BEHIND THE METER For personal use only NSW1 Horsley Park Project Overview NSW1 Horsley Park is a 120,000TPA AD project

  21. Slide 21: Bioenergy Projects Under Development

    Delorean BOO Infrastructure Rollout and Operation Bioenergy Projects Under Development THE COMPANY REMAINS ACTIVE IN DEVELOPING AND ARRANGING FINANCE FOR ITS OWN PIPELINE OF BIOENERGY PROJECTS TO CAPITALISE ON THE GROWTH OF AUSTRALIAN BIOENERGY MARKET For personal use only VIC1 DEL/Opal QLD1 VIC1 St

  22. Slide 22: A Scalable BOO Infrastructure Platform

    A Scalable BOO Infrastructure Platform For personal use only $200M+ Near-Term Renewable Gas Portfolio Multiple Diversified Revenue Streams Scalable Growth Opportunity ̶ SA1 Salisbury - transitioning into operations ̶ High-Yielding Projects – targeting 15%+ ̶ Strong government grant and policy suppor

  23. Slide 23: Delorean's Sector Tailwinds and Look Forward

    Delorean Corporation Delorean’s Sector Tailwinds and Look Forward For personal use only

  24. Slide 24: Growing Demand for Bioenergy and Renewables

    Growing Demand for Bioenergy and Renewables WORLD RENEWABLE ENERGY PRODUCTION AUSTRALIA RENEWABLE ENERGY PRODUCTION AUSTRALIA RENEWABLE ENERGY PRODUCTION For personal use only BY SOURCE (Exc. Hydro)¹ BY SOURCE (Exc. Hydro)¹ OUTLOOK BY SOURCE (Exc. Hydro)² 3,000 60 250 2,500 50 200 Terawatt hours 2,0

  25. Slide 25: Long-Term Value Upside

    Long-Term Value Upside SIGNIFICANT UPSIDE ACROSS THE PORTFOLIO For personal use only FEEDSTOCK – ORGANIC WASTE DIVERTED FROM LANDFILL GREEN GAS – SIGNIFICANT BIOMETHANE DEMAND ─ Australian governments are driving landfill diversion and circular economy targets ─ Scope 1 Emissions Reporting (NGERS) i

  26. Slide 26: Strategic Priorities

    Strategic Priorities DELOREAN IS FOCUSED ON BUILDING LONG-TERM SHAREHOLDER VALUE THROUGH BIOENERGY INFRASTRUCTURE OWNERSHIP AND OPERATION, DISCIPLINED CAPITAL DEPLOYMENT, AND SUSTAINABLE EARNINGS GROWTH For personal use only DEL BOO Infrastructure Development Build strategic partnerships and advance

  27. Slide 27: Look Forward

    Delorean Corporation Look Forward • Monetising its Build-Own-Operate strategy and deliver the next phase of growth For personal use only • Completion, commissioning and long-term revenue flow from the SA1 BOO bioenergy facility. Revenues in FY27 • Progress NSW1 and VIC1 projects towards construction

  28. Slide 28: Australia cannot reach Net Zero without Renewable Gas

    Delorean Corporation For personal use only Australia cannot reach Net Zero without Renewable Gas – Biomethane is Commercially Ready Now, Proven Globally, and Ready to Scale 28

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