Slide 1: 1H FY26 Results Presentation
1H FY26 Results Presentation 20 February 2026 LASERBOND (ASX:LBL) Increasing the performance and wear life of capital-intensive machinery components.
Slide 2: Business Overview
PRODUCTIVITY | INNOVATION CONSERVATION Business Overview
Slide 3: LaserBond Snapshot
LASERBOND SNAPSHOT Business Segments Products LaserBond Facilities Services Darwin Provides a range of surface engineering Manufactures and sells an exclusive techniques for reclamation and range of surface engineering products, re-engineering of high wear metal embedded with LaserBond’s patented co
Slide 4: 1H FY26 Overview
1H FY26 OVERVIEW Strong Financial Performance Products Division Momentum Services Margin Expansion Revenue $23.0m (+13.4% pcp), NPAT $2.2m Revenue growth of 34.2%, sustained Gross margin improved to 58.3% from (+117% pcp). performance from 2H FY25. 50.8% through operational efficiency. 4 Technology
Slide 5: Half-Year Results
PRODUCTIVITY | INNOVATION CONSERVATION Half-Year Results
Slide 6: 1H FY26 Financial Highlights
1H FY26 FINANCIAL HIGHLIGHTS Revenue¹ Gross Profit EBITDA NPBT $23.0m $12.4m $5.2m $3.3m +13.4% vs pcp +22.4% vs pcp +57.6% vs pcp +153.8% vs pcp 6 NPAT EPS DPS Cash $2.2m 1.88cps 0.8c $4.0m +117% vs pcp +116.1% vs pcp Fully franked $5.6m in FY25 ¹ Revenue does not include revenue from the 40% stake
Slide 7: 1H FY26 Financial Results
1H FY26 FINANCIAL RESULTS Revenue of $23.0m represents 13.4% growth on pcp, maintaining the strong momentum established in 2H FY25 despite seasonal headwinds. Gross profit of $12.4m delivered a healthy margin of 53.7%. NPBT of $3.3m grew 154% on pcp but below 2H FY25 of $3.7m, due to December season
Slide 8: Balance Sheet Summary
BALANCE SHEET SUMMARY Balance sheet remains strong, with low gearing, a growing $m 1H FY26 FY25 equity base to support LBL’s domestic and international growth and investment strategy. Cash & Equivalents 4.0 5.6 Currentassets 24.2 24.5 Total net assets up 3.7% on pcp, driven by a strong asset base, i
Slide 9: Operational Highlights
PRODUCTIVITY| INNOVATION CONSERVATION Operational Highlights ™
Slide 10: Services Segment
SERVICES SEGMENT 1H FY26 performance Services Revenue ($m) 14.6 Revenue: +10.0% pcp to $14.3m. 13.1 14.3 12.2 11.2 Gross profit margins expanded to 58.3%, up from 50.8% in 1H FY25, reflecting cost controls, better utilisation of machinery and equipment across the LaserBond network, and effective res
Slide 11: Products Segment
PRODUCTS SEGMENT 1H FY26 performance Products Revenue ($m) Segment revenue growth of 34% to $8.4m vs pcp – 8.7 8.4 8.4 7.9 maintaining momentum from 2H FY25. 6.3 Strong orders from major customers, with export markets representing a significant component of revenue. Gross profit margin (47.1%) impac
Slide 12: Technology Segment
TECHNOLOGY SEGMENT 1H FY26 performance Licensing deal valued at $2.4 million secured with Komatsu for earthmoving and mining equipment manufacturing. Sale to Gateway Group – Delivered first modular LaserBond® laser-cladding cell, on arm’s Accounting Treatment length commercial terms, to the Gateway
Slide 13: Research & Development
RESEARCH & DEVELOPMENT Increased investment in innovation to maintain competitive advantage and address supply chain challenges. Collaborative R&D relationships supporting the development and validation of technologies, Tungsten carbide alternatives materials and solutions, include: Developing new f
Slide 14: X-Clad – Next Generation Surface Cladding Technology
X-CLAD – NEXT GENERATION SURFACE CLADDING TECHNOLOGY Announced in late 2025, X-Clad is a premium Laser Clad surface engineered with fine Tungsten Carbide (WC) – up to 70% by weight, delivering hardness up to 1000 HV. Designed for the most demanding environments, X-Clad provides exceptional abrasion,
Slide 15: Gateway – Well-Positioned Following Strategic Investment
GATEWAY – WELL-POSITIONED FOLLOWING STRATEGIC INVESTMENT 1H FY26 performance Strong revenue growth of 24% to $24.7m vs pcp, with LaserBond's equity- Ownership, Rights & Options accounted profit contribution of $373k. Improved machining capabilities successfully attracting new mining LBL gained 40% o
Slide 16: Strategy & Outlook
Strategy & Outlook
Slide 17: Strategic Priorities
STRATEGIC PRIORITIES Operational Supply chain Workforce International excellence security development growth • Productivity enhancements • Tungsten Carbide inventory • Skilled migration in critical • Export success in Products driving Services margin secured roles division expansion • Diversified su
Slide 18: 2H FY26 Growth Drivers
2H FY26 growth drivers Healthy pipeline extending well into 2026 provides revenue visibility → Revenue certainty Initiatives currently being implemented to contribute to margins → Margin expansion Machinery replacement eliminates downtime experienced in 1H FY26 → Higher productivity 18 Oil & gas com
Slide 19: Appendices
Appendices
Slide 20: Performance Summary
Performance Summary Sales Revenue EBITDA NPBT Earnings Per Share $M $M $M Cents 21.7 23.2 3.6 2.5 20.0 3.5 3.1 2.0 17.3 3.7 1.6 2.4 20.3 21.0 23.0 3.3 18.7 2.7 1.6 1.8 1.5 1.9 13.4 1.9 2.2 1.3 0.9 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 20 Cash on Hand Working Capi
Slide 21: Five-Year Earnings
Five-Year Earnings A$000 FY22 FY23 FY24 FY25 1H FY26 Sales Revenue 30,711.1 38,612.4 41,983.6 43,475.6 23,008,9 Gross profit 16,701.2 20,463.0 21,642.0 22,786.9 12,350.3 Operating Expenses (8,024.8) (10,266.1) (12,192.1) (13,778.3) (7,161.9) EBITDA 8,676.4 10,196.9 9,449.7 9,008.6 5,188.4 D&A (2,902
Slide 22: Five Year Balance Sheet / Cash Flows
Five Year Balance Sheet / Cash Flows A$000 FY22 FY23 FY24 FY25 1H FY26 Cash & Equivalents 5,683.8 8,929.2 5,759.1 5.634.8 3.999.7 Current assets 22,367.7 25,715.3 22,237.0 24,546.5 24,173.3 Non-current assets 23,455.8 26,117.2 38,589.8 38,331.0 38,733.2 Total assets 45,823.5 51,832.5 60,826.8 62,877
Slide 23: Disclaimer
Disclaimer No responsibility for contents Accuracy of projections No offer to sell or of Investor Presentation and forecasts invitation to buy To the maximum extent permitted by law, This Investor Presentation may include certain This Investor Presentation does not, and should not LaserBond Limited
Slide 24: Further Information
Further Information Peter Arambatzis Chief Financial Officer +61 2 4631 4500 Email: petera@laserbond.com.au Ben Larsen Investor and Media Relations +61 439 789 842 Email: benl@nwrcommunications.com.au www.laserbond.com.au www.laserbond.com.au