Hazer Group Ltd. · ASX:HZR
Hazer — Investor Presentation (October 2026)
28 slides from Hazer's investor presentation, Oct 20, 2026
Slide 1: Investor Webinar Presentation ASX 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; 20 October 2026: Hazer Group Ltd ("Hazer" or "the Company") (ASX: HZR) ) is holding its For personal use only Investor Webinar commen
Slide 2: Scaling Affordable Solutions for Strategic Infrastructure
hazergroup.com.au ASX:HZR r personal use only Scaling Affordable Solutions for Strategic Infrastructure Q1 FY27 Investor Webinar Tuesday, 20 October 2026
Slide 3: Disclaimer
Hazer Group Ltd - FY27 Q1 Webinar Tuesday, 20 October 2026 Disclaimer r personal use only Important information This presentation has been prepared by Hazer Group become aware. the Company believes that the expectations reflected in such forward-looking Financial data All amounts are in Australian D
Slide 4: Converting Natural Gas into Energy and Critical Minerals
Hazer Group Ltd - FY27 Q1 Webinar Tuesday, 20 October 2026 r personal use only Converting Natural Gas into Energy and Critical Minerals Affordable. Scalable. Now. climate technology; accelerating the delivery of affordable clean 3
Slide 5: Why Hazer wins
Hazer Group Ltd - FY27 Q1 Webinar Tuesday, 20 October 2026 Why Hazer wins A scalable, plug-in solution delivering low-cost H2 and valuable graphite with low CO2 emissions r personal use only Low-Cost Pyrolysis The Hazer Process Advantage Direct methane conversion to clean hydrogen and solid carbon;
Slide 6: Negligible emissions, cost competitive hydrogen pathway
Hazer Group Ltd - FY27 Q1 Webinar Tuesday, 20 October 2026 Hazer offer negligible emissions, cost competitive pathway for industries that already rely on hydrogen - without r personal use only the challenges of carbon capture (CCS) or electrolysis H2 cost (US$) per kg by type* 10 Low Energy Consumpt
Slide 7: Emissions intensity per kg H2 by type
Hazer Group Ltd - FY27 Q1 Webinar Tuesday, 20 October 2026 -beating emissions emissions intensity is on par with electrolysers where green power is available but is much lower than r personal use only electrolysis on a normal grid. CO2 emissions intensity per kg H2 by type 10 20% of energy to split
Slide 8: Q1 FY27 Highlights & Strategy Update
r personal use only Q1 FY27 Highlights & Strategy Update
Slide 9: Q1 FY27 Highlights: Advancing commercial opportunities
Hazer Group Ltd - FY27 Q1 Webinar Tuesday, 20 October 2026 Q1 FY27 Highlights: Advancing commercial opportunities Japanese utility study leads commercial progress, alongside graphite testing and steel-sector opportunities. r personal use only 1 2 3 4 5 Japan Paid Study Steel Opportunities Global Pro
Slide 10: Whyalla: potential commercial deployment for Hazer technology
Hazer Group Ltd - FY27 Q1 Webinar Tuesday, 20 October 2026 Whyalla: Un Potential game-changing commercial deployment for Hazer technology r personal use only M Resources leads world-class partner group Blast furnace closure accelerates green-steel pathway Selection decision likely before year-end gr
Slide 11: Hazer is ideally suited to low-emissions steelmaking
Hazer Group Ltd - FY27 Q1 Webinar Tuesday, 20 October 2026 Hazer is ideally suited to low-emissions steelmaking Affordable clean hydrogen supports the shift from coal-based steelmaking to hydrogen-based DRI r personal use only 10x to 50Mtpa Growth in H2 based steel by 2050 7-9% Steelmaking share of
Slide 12: De-risked technology; ready for market
Hazer Group Ltd - FY27 Q1 Webinar Tuesday, 20 October 2026 De-risked technology; ready for market Rapid development since company founding and advancing Tech Readiness Level r personal use only 2007-2013 2017-2021 2022-Present 2024-2025 2025+ 2026+ Lab and Bench Pilot Scale Commercial Canada Pilot L
Slide 13: Methane pyrolysis advances towards commercial deployment
Hazer Group Ltd - FY27 Q1 Webinar Tuesday, 20 October 2026 Methane pyrolysis advances towards commercial deployment Hazer's 30,000 tpa design brings methane pyrolysis to a scale comparable with conventional hydrogen r personal use only production The IEA identifies Hazer as a global methane pyrolysi
Slide 14: Hazer-KBR alliance secures paid study with Japanese utility
Hazer Group Ltd - FY27 Q1 Webinar Tuesday, 20 October 2026 Hazer-KBR alliance secures paid study with Japanese energy utility Hydrogen production of up to 300,000 tonnes a year using existing power infrastructure r personal use only Japanese utility enters paid study First KBR-originated commercial
Slide 15: Overview of key scale-up development projects
Hazer Group Ltd - FY27 Q1 Webinar Tuesday, 20 October 2026 Overview of key scale-up development projects Projects moving through feasibility, site selection and licensing toward commercial execution r personal use only Canada 2.5ktpa; industrial use England 20ktpa; Ammonia Japan 2.5ktpa; Power & Ind
Slide 16: Progressing commercial negotiations across multiple strategic projects
Hazer Group Ltd - FY27 Q1 Webinar Tuesday, 20 October 2026 Progressing commercial negotiations across multiple strategic projects Globally diversified pipeline across energy, industry & infrastructure; commercial engagements progressing r personal use only Industry Sector Region Scale (H2 capacity)
Slide 17: Hydrogen & Graphite Market Update
r personal use only Hydrogen & Graphite Market Update
Slide 18: Hazer Graphite is a versatile and valuable product
Hazer Group Ltd - FY27 Q1 Webinar Tuesday, 20 October 2026 Hazer Graphite is a versatile and valuable product Testing and product development underway with project partners, potential offtakers and industry experts r personal use only Tested Qualified Live Testing Iron & Steel Concrete & Thermal Ene
Slide 19: Hazer graphite achieves battery grade milestone
Hazer Group Ltd - FY27 Q1 Webinar Tuesday, 20 October 2026 Hazer graphite achieves battery grade milestone Independent testing successfully achieves 99.99% purity r personal use only Purity, form and cost Strengthens ex-China supply chains Fixed carbon, wt.% (schematic, not to scale) High-value nich
Slide 20: Independent asphalt testing: graphite can replace a portion of bitumen
Hazer Group Ltd - FY27 Q1 Webinar Tuesday, 20 October 2026 Independent asphalt testing: Hazer graphite can replace a portion of bitumen Testing by Boral Construction Materials Technical Services against Transport for NSW heavy-duty pavement specifications r personal use only Tensile Strength Resista
Slide 21: Low-emissions hydrogen grows 20% in 2025
Hazer Group Ltd - FY27 Q1 Webinar Tuesday, 20 October 2026 Low-emissions hydrogen grows 20% in 2025 IEA reports low-emissions hydrogen growth is accelerating r personal use only What hydrogen is used for (Mt H2, 2025) Industry 103 Mt 2025 global hydrogen demand 57 Ammonia Methanol Steel Growth in lo
Slide 22: Industry focus shifts to cost, scale and commercial readiness
Hazer Group Ltd - FY27 Q1 Webinar Tuesday, 20 October 2026 Industry focus shifts to cost, scale and commercial readiness r personal use only Surging global energy demand Power, AI and infrastructure drive demand growth Reliable, affordable and secure energy Gas and practical decarbonisation solution
Slide 23: r personal use only
r personal use only Corporate Update
Slide 24: Building a multi-product licensing platform
Hazer Group Ltd - FY27 Q1 Webinar Tuesday, 20 October 2026 value creation phase Building a multi-product licensing platform Strategic Priorities r personal use only Convert KBR-led opportunities 1 into licensing & projects Progress Canada project 2 towards execution Technology Licensing Projects Rec
Slide 25: Q&A
FY2026 Q2 Webinar r personal use only Q&A
Slide 26: Hazer Group Ltd contact
r personal use only Hazer Group Ltd ASX:HZR Investor Relations Enquiries: contact@hazergroup.com.au Media Enquiries: spitaro@nwrcommunications.com.au hazergroup.com.au
Slide 27: Abbreviations and units used
Hazer Group Ltd - FY27 Q1 Webinar Tuesday, 20 October 2026 Abbreviations and units used CCS Carbon Capture & Storage r personal use only CDP Commercial Demonstration Plant DRP Direct Reduction Process IP Intellectual Property FID Final Investment Decision KTPA thousands of tonne per annum LCOH Level
Slide 28: Assumptions and notes
Hazer Group Ltd - FY27 Q1 Webinar Tuesday, 20 October 2026 Assumptions and notes Slide 5 - H2 cost (US$) per kg by type (No assurance that actual outcomes will not differ materially from these amounts.) Sources: Company analysis and projections for a US-located Hazer-enabled plant of ~50ktpa hydroge