Slide 1: ASX Announcement: Investor Presentation
ASX ANNOUNCEMENT 19 March 2026 Investor Presentation Webinar – 19 March 2026 at 2:00 pm AEDT EPX Limited (ASX: EPX) (EPX or the ‘Company’) wishes to inform shareholders of the enclosed investor presentation, to be presented at the Company Webinar at 2.00 pm on 19 March 2026. This announcement has be
Slide 2: FY26 Half Year Results
FY26 - Half Year Results 31 December 2025 Presentation - March 2026
Slide 3: Important Notices and Disclaimer
IMPORTANT NOTICES AND DISCLAIMER This Presentation has been prepared by EPX Limited (“EPX” or “Company”). The following notice and disclaimer applies to this investor presentation (“Presentation”) and you are therefore advised to read this carefully before reading or making any other use of this Pre
Slide 4: Important Notices and Disclaimer
IMPORTANT NOTICES AND DISCLAIMER Forward-Looking Statements This Presentation may contain forward looking statements. The words 'anticipate', 'believe', 'expect', 'project', 'forecast', 'estimate', 'likely', 'intend', 'should', 'could', 'may', 'target', 'plan' and other similar expressions are inten
Slide 5: Who We Are and Why
WHO WE ARE AND WHY Buildings are responsible for approx. 28%1 of global emissions - Our business is committed to reducing building energy consumption and Co2 emissions - Vision: To be the planet’s most impactful building performance Proprietary technology – EDGE optimises, platform provider reduces
Slide 6: Global Impact
Global Impact - goal of 1million tonnes of CO2e saved/avoided HERO As at Dec 2025, across our sites globally serviced by EDGE Insight/Insight+ HEADLI NE FLOOR SUBHEADING AREA LORUM IPSUM ACTION FINANCIAL TCO2 e Saved MONITORED ITEMS SAVINGS or avoided 5.8m SQM Over 21,000 Over A$95m Over 270,000 up
Slide 7: Customer Base
CUSTOMER BASE 750+ SITES SPANNING OVER 25 COUNTRIES IN 5 CONTINENTS Site numbers continue to grow, monitoring over 1billion kWh annually UK/EUROPE 344 sites in united Kingdom and greater Europe including Holland, Portugal, Belgium Poland, Turkey, Malta, Spain, France and Contracted Site #s Germany C
Slide 8: Board and Key Management
BOARD AND KEY MANAGEMENT Paul John Victor van Elizabeth Patrick Balassis Bommel Aris Harsas Oneile Independent Executive Independent Independent Chief Financial Chairman Director & CEO Non-executive Non-executive Officer Director Director Paul has over 35 years' John has over 25 years in Victor has
Slide 9: Corporate Snapshot
CORPORATE SNAPSHOT Strong Institutional Support ~56% ; Board/management ~6% ASX: EPX Share Price Fully Paid Ordinary Shares 1 Undiluted Market Capitalisation - VWAP A$0.25 86 million $23.9 million Options on issue 2 million Shareholder Composition Market Cap increased by 66% since Dec 24 Perennial M
Slide 10: Product Offering
Product Offering EPX provides products to support property Chiller consumption profile owners and managers on their building Weekly profile of chillers observing rapid staging performance and sustainability journey with a clear focus in assisting customers improve the value of their assets – Any pro
Slide 11: FY26 H1 Financial Highlights
FY26 H1 FINANCIAL HIGHLIGHTS AT A GLANCE $7.7m $16.8m $18.8m Statutory Recurring Revenue Annual Recurring Revenue 1 Annual Contracted Value2 Up 10% pcp Up 20% on pcp Up 12.4% on pcp ($0.4m) -$1.2m $2.9m $2.0m FY26 H1 Underlying EBITDA FY26 H1 Cash flow from Operations Cash on hand - 31 December 2025
Slide 12: FY26 H1 Review Summary
FY26 H1 – Review Summary CUSTOMER ENGAGEMENT ▪ New Go To Market Strategy - Increased brand visibility at major industry events in UK, ME and AU ▪ Rebranded the company to "epx" ▪ Restructured the sales function to focus on EMEA and APAC and appointed new Chief Sales Officer for EMEA (London based) G
Slide 13: FY26 H1 Financial Results
Sen FY26 H1 FINANCIAL RESULTS
Slide 14: Revenue and EBITDA
REVENUE AND EBITDA CONTINUED REVENUE GROWTH WITH CONTROLLED GROWTH SPEND 6 months to Recurring revenue up 10% #039;000 Dec-25 Dec-24 Change Recurring revenue 7,650 6,953 10% • Recurring revenue up $0.7m in the period and stronger pipeline. Revenue 7,863 7,539 4% EBITDA (794) (133) • Revenue is growing
Slide 15: Revenue
REVENUE H1 FY26 RECURRING REVENUE 6 months to Total recurring revenue is up 10% in 6 month to Dec #039;000 Dec-25 Dec-24 Change 2025 and up 28% over the last 2 years Recurring revenue 7,650 6,953 10% ▪ Total recurring revenue of $7.7m is a 10% increase from the prior period. Projects revenue 213 112 90
Slide 16: Expenditure
EXPENDITURE H1 FY26 UNDERLYING NET EXPENSES UP 7% AS RECURRING REVENUE GREW 10% pcp Net operating expenses $7.7m (pcp: $7.2m) 6 Months to ▪ FTEs of 76, being 71 FTE consistent to pcp and 5 new FTE on the #039;000 Dec-25 Dec-24 Change acquisition of Wattwatchers Pty Limited Salary & wages 5,015 4,757 5%
Slide 17: Cash Flow
CASH FLOW IMPACTED BY TIMING COLLECTION OF RECEIPTS 6 months to Operating cash inflow behind expectations #039;000 Dec-25 Dec-24 Change • $0.7m in delayed receipts anticipated by 30 June 2026 Receipts from customers 9,185 9,381 -2% Payments to suppliers (10,414) (8,631) 21% • New contract with major gl
Slide 18: Efficiency Metrics Being Maintained
EFFICIENCY METRICS BEING MAINTAINED SALES SUCCESS AND OPERATIONAL EFFICIENCY ARR/FTE (A$/’000) Sales efficiency 18,000 $220 $250.0 16,000 ▪ Sales efficiency continues with ARR being added whilst managing 14,000 $185 $197 $200.0 FTE resources 12,000 $150.0 10,000 $145 ▪ ARR per FTE increased from app
Slide 19: Outlook
Sem Outlook
Slide 20: Outlook Is Positive
OUTLOOK IS POSITIVE MACRO ENVIRONMENT STRONGLY EPX DELIVERS IMPACT GLOBAL BLUE-CHIP CLIENTS SUPPORTS EPX CAPABILITY ▪ A data as a service platform monitoring over 5 billion+ data points per annum ▪ 750+ sites in over 25 countries ▪ High energy costs will persist – regardless ▪ Continuing to deliver
Slide 21: Summary
SUMMARY Market tailwinds support EPX’s core strength – proven energy savings and CO2e reduction based on operational data analytics and implementation capability – EPX gives deeper insights and verifiable data to drive and implement operational improvements, efficiencies and control of assets. Conti
Slide 22: Appendices
Sem Appendices 21
Slide 23: Appendix 1 - Awards and Certifications
APPEDNDIX 1 - AWARDS AND CERTIFICATIONS AWARDS GLOBAL CERTIFICATIONS edie Award 2025 (WINNER) Globally Accredited Standards • Award Focus: Celebrates bold climate leadership, • ISO 9001:2015 (UK and Australia) green innovation, and impactful sustainability • ISO 14001 (UK and Australia) partnerships
Slide 24: Appendix - Product Value
APPENDIX 2 - Product Value Chiller consumption profile Weekly profile of chillers observing rapid staging Globally dis tribu ted Cloud-bas ed Data Platform Highly available, secure & scalable Building Data Visibility, Control, Compliance and Green Ratings Assessment Energy Apportionment Energy Optim
Slide 25: Appendix - Case Study: Commercial Office Portfolio
APPENDIX 3 - Case study Commercial office portfolio (Global) Client Needs • Implementation of an automatic Ambient Chilled Water Lockout strategy to optimise free-cooling and allow more 22% Energy reduction efficient control of the chillers, particularly in cooler seasons • Identification of faulty
Slide 26: Appendix - Case Study: UK Rail Operator
APPENDIX 4 - Case study UK Rail Operator Client Needs • Greater Western Railways had insufficient accessible sources of reliable asset telemetry, energy consumption and 51% environmental data to proactively manage their assets. Extended asset • They were also experiencing rising energy costs & deman
Slide 27: The planet's most impactful building performance platform provider
The planet’s most impactful building performance platform provider www.epx.tech info@epx.tech London – UK & Sydney – Australia Dubai – Middle East Europe T: +61 2 8422 6000 & Africa T: +44 207 831 7511 T: +971 4 874 7547