X2m Connect Limited · ASX:X2M
X2m Connect — Investor Presentation (September 2026)
16 slides from X2m Connect's investor presentation, September 2026
Slide 1: Delivering on a 200MW High-Density GPU Data Prospective Pipeline for AI
INVESTOR PRESENTATION SEPTEMBER 2026 Delivering on a 200MW High-Density GPU Data Prospective Pipeline for AI ASX:X2M x2mconnect.com
Slide 2: Disclaimer & Forward-Looking Statements
IMPORTANT INFORMATION Disclaimer & Forward-Looking Statements This presentation contains forward-looking statements This presentation has been prepared by X2M Connect Limited (ASX: X2M). It is for general information purposes only and does not constitute financial product advice. Recipients should n
Slide 3: Processing the Data that Powers AI, Smart Cities & Data Centres
COMPANY OVERVIEW Processing the Data that Powers AI, Smart Cities & Data Centres • A patent-supported platform that connects virtually any device on any C O R P O R A T E S N A P S H O T (as of 1 Sept 2026) network into one AI-layer to automate controls to increase efficiencies ASX code X2M • 500,00
Slide 4: A Foundation to Become a Leader in AI-Enabled Data Centres
STRATEGY A Foundation to Become a Leader in AI-Enabled Data Centres THE FOUNDATION THE OPPORTUNITY Utilities and Smart Cities AI Data Centres → $750M smart cities addressable market from existing Partnered with world class compute & AI chip makers, customers with margin made on delivery 38% FY26 rev
Slide 5: Data Centres are a Natural Extension of X2M's Existing Business
IN THE FIELD Data Centres are a Natural Extension of X2M’s Existing Business X2M has 500,000-plus devices connected in five countries across major infrastructure projects delivering significant efficiency gains and has contracted new applications of its technology across electricity and data centre
Slide 6: Designed to deliver Revenue Upfront and Ongoing Platform Revenue
DATA CENTRE BUSINESS MODEL Designed to deliver Revenue Upfront and Ongoing Platform Revenue D E SI G N & E ST A B L I SH M E N T D E L I V E R Y & C O M M I SS I O N I N G HANDOVER TO OPERATIONS LIFE OF THE FACILITY MANAGED DELIVERY · THR E E TO F I V E YEAR CONTR AC T 1 Margin on data centres deliv
Slide 7: Three Agreements Signed and a Fast Growing Pipeline
DATA CENTRES · PIPELINE AND SCOPE Three Agreements Signed and a Fast Growing Pipeline X2M is taking more usable compute per megawatt to market, and the prospective pipeline is building behind it PIPELINE TO DATE 200MW+ Prospective Pipeline WHAT X2M CONTRACTS TO DELIVER Establishment, structuring and
Slide 8: Built for High Density GPU Loads That Run AI
AI-ENABLED DATA CENTRE MANAGEMENT Built for High Density GPU Loads That Run AI Getting more compute out of every megawatt built is the efficiency challenge at the centre of the global data centre build-out, and X2M’s platform is designed to solve this capacity problem 01 02 03 04 Connect Aggregate O
Slide 9: Data Centres: A Trillion-Dollar Build-Out
MARKET OPPORTUNITY Data Centres: A Trillion-Dollar Build-Out • AI is driving an unprecedented surge in data centre investment • These facilities require energy management to reduce costs, ease grid burden and lower the risk of downtime • X2M's platform connects power generation, storage, cooling and
Slide 10: FY26 - Strong Revenue Growth, Rising Gross Profit
FINANCIAL PERFORMANCE FY26 - Strong Revenue Growth, Rising Gross Profit 38%+ 28%+ ~$3M+ 57% FY26 Revenue Growth FY26 Gross Profit Growth Newly contracted revenue July 2026 Of customers place repeat orders Revenue By Quarter (A$M) STICKY SAAS MODEL FY25 FY26 Upfront Fees 2.8 Platform access and licen
Slide 11: X2M is a Central Nervous System for AI & Smart Cities
T HE PLAT FO RM X2M is a Central Nervous System for AI & Smart Cities REAL WORLD INFRASTRUCTURE X2M’S CAPABILITY AT SMART CITY OPERATIONS DATA IN INDUSTRIAL SCALE INTELLIGENCE OUT Water Meters THE NERVOUS SYSTEM AI & ML Forecasting Gas & Electricity Meters X2M Real-Time Alerts & Control 5G Networks
Slide 12: Three Proven Scalable Products
PRODUCT SUITE Three Proven Scalable Products Vision Hive.AI HelpMe UTILITIES & INDUSTRIAL RENEWABLE ENERGY PUBLIC SAFETY Aggregates data across utility Aggregates renewable energy Compact, mobile connected sensors. The core platform for data for AI and ML applications. safety keychain. Sends real-ti
Slide 13: X2M in the field
X2M CUTTING-EDGE TECHNOLOGY X2M in the field Product Dashboards Hive.AI by X2M Vision by X2M Energy Dashboard Gas Dashboard ASX:X2M · INVESTOR PRESENTATION · SEPTEMBER 2026
Slide 14: Potential Material Expansion as New Geographies Open Up
ADDRESSABLE MARKETS South Korea Potential Material Expansion as New Geographies Open Up 52m 22m CURRENT GEOGRAPHIES Japan 240M people · 98M households 126m 55m $750M+ existing customer TAM India Taiwan $40M annual recurring revenue potential (new) 24m People 1.45b 9m Households NEW GEOGRAPHIES 300m
Slide 15: Board and Management Experience
PEOPLE Board and Management Experience BOARD Alan Mohan Damien John Stewart Kate Stockdale AO Jesudason Johnston Non-Executive O'Sullivan Non-Executive Chairman CEO & MD Non-Executive Director Director Non-Executive Director MANAGEMENT Keith Jelley Dr. Sajjad Yongsun Kim Steve Fang Oliver Carton COO
Slide 16: Company Contact
Company Contact Mohan Jesudason C h i e f E xe c u t i v e O f f i ce r & M a n a g i n g D i r e c to r E investor.relations@x2mconnect.com T 1800 926 926 W x2mconnect.com