Xrf Scientific Limited · ASX:XRF
Xrf Scientific — Investor Presentation (February 2026)
19 slides from Xrf Scientific's investor presentation, Feb 18, 2026
Slide 1: Investor Presentation February 2026
Investor Presentation February 2026
Slide 2: Our Technology
Our Technology Sample Preparation Technology Mining and Manufacturing Chemical Analysis Raw Prepared Samples Samples Minerals: Materials: Iron ore Cement Analysis Techniques: Gold Steel XRF Nickel Glass ICP Copper Ceramics Fire Assay Aluminium Research Photon Assay Bauxite Education Manganese Uraniu
Slide 3: Lab Products: Orbis Sample Preparation Products
Lab Products Orbis Sample Preparation Products For mineral analysis labs (XRF, ICP, Fire Assay, Photon Assay) Sample Weighing Station Samples are weighed and the final sample weight is entered into the PLC Laboratory Crusher Samples crushed from size of up to 110mm down to <2mm Laboratory Jaw Smart
Slide 4: Lab Products: Sample Preparation Products
Lab Products Sample Preparation Products For mineral and material analysis labs (XRF, ICP) Platinum Labware X-Ray Flux Recycling service of turning used platinum products into new items Fusion Machines 4
Slide 5: Lab Products: XRTGA 1100 Thermogravimetric Analyser
Lab Products Analytical Instruments XRTGA 1100 Thermogravimetric Analyser Used for thermal analysis of moisture, volatiles, ash, fixed carbon or loss on ignition Used in existing mining / construction material industries and new markets such as production quality control of food, plastics and agricu
Slide 6: Lab Products: CS-1232 Carbon Sulphur Analyser
Lab Products Analytical Instruments CS-1232 Carbon Sulphur Analyser Used for elemental analysis of carbon and sulphur in samples. Testing application examples: • Mining: gold, copper, bauxite, graphite • Thermal and coking coal (mining, power plants, steel plants) • Cement plants • Agricultural soil
Slide 7: Lab Products: AS Series pH Conductivity Robots
Lab Products Analytical Instruments AS Series Ph Conductivity Robots Used for pH and electrical conductivity testing in liquid and solid samples. Testing application examples: • Soil and environmental • Beverages (beer, wine) • Drinking water • Water purification processes • Waste water treatment pl
Slide 8: Laboratory Products Flowchart
Laboratory Products Flowchart XRF Analysis Elemental analysis of: Iron ore Base metals Rare earths Dose flux into platinum Fuse crucible contents Analyse prepared Mineral sands crucible, add sample into solid glass bead sample with XRF Cement spectrometer* Steel Carbon Sulphur Analysis Carbon or Sul
Slide 9: FY26 H1 Highlights
FY26 H1 Highlights Strong demand from mining and industrial customers International sales continuing to grow. Acceleration expected through initiatives such as new office in India Improved demand for capital equipment products. Strong momentum for Orbis lab crushers, driven by the gold sector
Slide 10: FY26 H1 Financial Highlights
FY26 H1 Financial Highlights 31,492 30,748 31,300 28,170 28,624 28,700 27,091 21,474 Revenue up 9% to $31.3m vs 1H25 18,535 NPBT up 8% to $7.5m vs 1H25 NPAT up 5% to $5.3m vs 1H25 Operating cash inflow up 44% to $6.4m vs 1H25 1H22 2H22 1H23 2H23 1H24 2H24 1H25 2H25 1H26 Revenue ($'000) Qua
Slide 11: Balance Sheet
Balance Sheet ($m) 1H26 2H25 Change Net cash position of $11.0m Cash and cash equivalents 12.1 12.2 (1%) Platinum loans repaid via a metal return due Trade and other receivables 9.0 10.3 (13%) to current high interest rates. Corresponding Inventories 17.9 18.8 (5%) $0.7m reduction in Inventories
Slide 12: Cash Flow Statements
Cash Flow Statements ($m) 1H26 2H25 1H25 Net cash inflow from operating activities 6.4 5.7 4.4 Net cash (outflow) from investing activities (1.1) (0.7) (1.5) Net cash (outflow) from financing activities (5.5) (0.9) (6.8) Cash at start of period 12.2 8.1 12.0 Net increase/(decrease) in cash (0.1) 4.1
Slide 13: Consumables
Consumables Laboratory consumables and chemicals ($m) 1H26 2H25 1H25 Overview for 1H26: Sales revenue 8.4 9.6 9.6 Revenue down 12% on 1H25 Change in % * (13%) 0% 4% NPBT down 17% on 1H25 Continued robust demand from the mining sector. Asia NPBT 3.0 3.6 3.6 continues as a key growth market Ch
Slide 14: Precious Metals
Precious Metals Platinum laboratory and industrial products ($m) 1H26 2H25 1H25 Overview for 1H26: Sales revenue 12.6 11.2 10.3 Revenue** up 22% on 1H25 Change in % * 13% 8% (7%) NPBT up 49% on 1H25 Continued strong demand for recycling sales. Margins NPBT 2.5 1.8 1.7 expanded, which was dri
Slide 15: Capital Equipment
Capital Equipment Laboratory instruments and machines ($m) 1H26 2H25 1H25 Overview for 1H26: Sales revenue 12.1 12.5 10.1 Revenue up 20% on 1H25 Change in % * (3%) 23% (17%) NPBT up 24% on 1H25 Orbis generated NPBT of $819k (1H25: $697k) with sales NPBT 2.2 2.3 1.8 primarily driven by the go
Slide 16: Growth Strategy for FY26
Ramp-up sales of xrTGA Grow Orbis laboratory crusher sales in mining markets globally Increase Labfit product sales, leveraging our global sales Growth Strategy network for FY26 Continue with geographical expansion initiatives New product releases: Next generation product upgrades Diff
Slide 17: Corporate Overview
Corporate Overview Dividends Shareholder Wealth EBIT Earnings Per Declared Per Share Price Market Share Capitalisation Share Financial Year $ Cents Cents $ $ 2019/20 4,602,319 2.3 1.4 0.24 32,118,193 2020/21 6,818,111 3.8 2.0 0.47 63,916,519 2021/22 8,259,768 4.5 2.5 0.57 77,458,468 2022/23 11,924,8
Slide 18: Contact Information
Contact Information Tel: (08) 9244 0600 86 Guthrie Street, Osborne Park WA Vance Stazzonelli – CEO vance@xrfscientific.com 18
Slide 19: Disclaimer
Disclaimer No responsibility for contents of Investor Presentation •To the maximum extent permitted by law, XRF Scientific Limited and representatives: •make no representation, warranty or undertaking, express or implied, as to the adequacy, accuracy, completeness or reasonableness of this Investor
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