Eenergy Group Plc · LSE:EAAS
Eenergy — FY2025 Earnings Presentation
23 slides from Eenergy's earnings presentation, May 6, 2026
Slide 1: Investor Presentation: FY2025 Results and Q1-26 trading update
Investor Presentation. • FY2025 Results • Q1-26 trading update Harvey Sinclair & John Gahan 6 May 2026 1 06/05/2026 Copyright © 2026 eEnergy – all rights reserved.
Slide 2: Presentation team
Presentation team. Harvey Sinclair John Gahan Chief Executive Officer Chief Financial Officer Harvey is CEO of eEnergy Group John joined eEnergy in October 2024, having co-founded eLight in 2014. bringing over 30 years of leadership He is a proven technology and financial expertise. He is a fellow e
Slide 3: FY25 financial highlights
FY25 financial highlights. Cash flow remains our key focus. £2.8m £2.2m 33.1% Net cash inflow from Adjusted EBITDA** £19.0m Gross margin operations increased by £2.9m Revenue FY24: 25.5%* FY24: £16.6m outflow FY24: £0.7m* loss FY24: £22.5m* Improvement in gross margin Maximising cash generation is O
Slide 4: More conservative revenue recognition policy
More conservative revenue recognition policy. Policy has been applied retrospectively with FY24 comparative restated where appropriate. Revenue recognised on contract signing has been reduced from • 30% to 5% for Solar PV and Batteries and from 3- FY24 FY25 FY26 year • 30% to 0% on LED and EV contra
Slide 5: FY25: Transitioned to a profitable, cash-generative business
FY25: Transitioned to a profitable, cash-generative business. With £19.0m of revenue and £2.2m Adjusted EBITDA with positive net cash inflow from operations of £2.8m. Operational efficiencies driving profitability. Multi-technology business. • Significant overhaul of accounting systems completed wit
Slide 6: Q1-26 trading: record first quarter
Q1-26 trading: record first quarter. Record first quarter trading: unaudited Q1-26 Second quarter expected revenue of c.£13.0m and expected H1-26 revenue of £11.0m and Adjusted EBITDA of £0.7m. revenue of c.£24.0m (H1-25: £10.1m), in line with management expectations underpinned by c.£21m of revenue
Slide 7: Post period highlights
Post period highlights. 1Q1-26 trading update. • Unaudited Q1-26: 2 Launch of NHS-ready funding solution. • Energy Performance Contract ("EPC") funding structure is a first of its kind • Revenue of £11.0m in the UK. • Adjusted EBITDA of £0.7m • First contact with Symphony Healthcare Services Limited
Slide 8: Key drivers
Key drivers. Policy tailwinds. Multiple routes to revenue. Solar scaling at pace. • Net Zero by 2050 • 100% zero-emission • Direct enterprise • Diversified go-to- • Customers want • Roof, carport and keeps energy new cars and vans sales market reduces long-term cost ground-mount solar upgrades on th
Slide 9: Two distinct engines of eEnergy built for scale
Two distinct engines of eEnergy that makes us built for scale. Commercial Development Platform. 1 Origination, Underwriting & Structuring. 2 EPC Delivery Platform. Execution, Commissioning & Asset Assurance. • #1 decarbonisation partner • c.70% of inbound leads via • Full turnkey execution: procurem
Slide 10: Our focused business model
Our focused business model. Core service Growth Pillar Value add services Reduce. Generate. Store. Charge. Energy reduction services: Energy generation services: Energy storage services: EV charging services: development and delivery of development and delivery of development and delivery of a turn-
Slide 11: Target sectors and Market opportunity
Target sectors and Market opportunity. Evidenced headroom in core eco-tech: LED, Solar PV and EV Charging. Education. Healthcare. C&I. Sports & Leisure. £2bn TAM – Remaining LED £1.4bn annual NHS energy bill 647.7m m² non-domestic 41,000 sports sites / 115,000 retrofit opportunity across UK (trusts)
Slide 12: Operational highlights
Operational highlights. Gross margin improved across all four product groups: NHS traction: • Driven by better budgeting, supplier terms, purchasing • including £1.7m of projects awarded via frameworks and the discipline and project controls. launch of an NHS-suitable Energy Performance Contract str
Slide 13: Outlook
Outlook. FY26 outlook underpinned by improved visibility, larger contract mobilisation and stronger cash generation. • Strong start to 2026: Momentum continued into Q1-26 with a • Firmly in battery energy storage space: 50 battery solutions strong contracted revenue order book of £14.0m (Q1-25: £7.0
Slide 14: Q&A
Our customers save money by: Q&A. Using less. Using greener. Using smarter. Harvey Sinclair, CEO | John Gahan, CFO info@eenergy.com • www.eenergy.com Funding Partner 14 06/05/2026 Copyright © 2026 eEnergy – all rights reserved.
Slide 15: Appendix
Appendix. 15 06/05/2026 Copyright © 2026 eEnergy – all rights reserved.
Slide 16: Investment case
Investment case. Once in a generation market opportunity. Innovative, capital-free, as-a-Service model. 92% of SMEs don’t fully understand Net Zero. 1,300+ energy decarbonisation projects completed. • A massive retrofit estate. • Zero-upfront delivery. • Energy is now a Board-level issue. • Removes
Slide 17: SolarLife Protect adds recurring revenue to solar delivery
SolarLife Protect adds recurring revenue to solar delivery. Launched in March 2025, SolarLife Protect is eEnergy’s solar asset management service, designed to maximise system performance, protect customer savings and create long- term service revenues after installation. What it delivers for custome
Slide 18: Proprietary LED survey app creates operating leverage
Proprietary LED survey app creates operating leverage. Our proprietary LED survey app enables eEnergy to scale survey and proposal output without adding proportional headcount. It reduces proposal turnaround from 3 days to 1 day, standardises data capture, and supports faster conversion of multi-sit
Slide 19: EPC funding unlocks NHS and public sector growth
EPC funding unlocks NHS and public sector growth. Launched in January 2026 and backed by Redaptive, eEnergy’s Energy Performance Contract enables public sector customers to install energy-saving systems with no upfront capital cost. Customers pay from measured energy savings, while eEnergy retains o
Slide 20: Brioche Pasquier
Case study. Carport solar array. • £1.5m contract value Brioche Pasquier. • £2.54m net savings of over 25 years • £90,763 Yr1 energy savings “This project shows that sustainability and smart business can go hand in hand. eEnergy’s expertise has helped us turn unused space into a • Significant contri
Slide 21: The Snow Centre
Case study. Rooftop solar array. • £1m contract value The Snow Centre. • £147,000 Yr1 Savings • Self-consumption: 86% “It’s been great to work with eEnergy on this unique project—one that was challenging due to the nature of our distinctive living roof, but will • Grid expert: 14% make a big impact.
Slide 22: Spire Healthcare Group plc
Case study. Scope of works. • £5.2m Contract Value Spire Healthcare • 41 hospital sites nationwide Group plc. • 5 MW (40 rooftop, 1 ground mount) • 9 month roll-out “The specialists and team at eEnergy have really supported the journey of improving our energy efficiency. Through bespoke • Delivered
Slide 23: Disclaimer
Disclaimer. Some statements contained in this presentation or in documents referred to in it are or may be forward-looking statements. Actual results may differ from those expressed in such statements, depending on a variety of factors. Past performance of eEnergy Group plc or its shares is not a gu