Hazer Group Ltd. · ASX:HZR
Hazer — 14th Australian Microcap Investment Conference 2025
35 slides from Hazer's conference presentation, Oct 22, 2025
Slide 1: ASX announcement: Investor Presentation
Hazer Group Limited (ACN 144 044 600) Level 9, 99 St Georges Tce, WA 6000 PO Box Z5511, St Georges Tce, Perth, WA 6831 INVESTOR PRESENTATION PERTH, AUSTRALIA; 22 October 2025: Hazer Group Ltd ("Hazer" or "the Company") (ASX: HZR) is pleased to attach the investor presentation materials which will be
Slide 2: Hazer Group: Redefining clean hydrogen
ASX:HZR For personal use only Hazer Group Redefining clean hydrogen 14th Australian Microcap Investment Conference October 2025
Slide 3: Disclaimer
2 Hazer Group Ltd – 14th Australian Microcap Investment Conference – October 2025 Disclaimer Important information This presentation has been prepared by Hazer Group Limited (“Hazer” or “the Company”) Forward Looking Statements Statements contained in this document or made during or in connection Su
Slide 4: Converting Emissions into Energy and Critical Minerals
For personal use only Converting Emissions into Energy and Critical Minerals Affordable. Scalable. Now. “Hazer Group is decarbonising industry with its breakthrough climate technology; accelerating the delivery of affordable clean hydrogen and valuable graphite; at scale”
Slide 5: Company Overview
Company Overview For personal use only Snapshot (ASX:HZR) Growth Drivers A$130M 1 Licensing Market Cap Model Scaling for Deployment Global Alliance with KBR Process designs advancing Exclusive partner to accelerate to >50,000 tpa hydrogen licensing & deployment ~$20M 18 2 Funding Employees position
Slide 6: FY25 Highlights: Foundations for commercialisation
5 Hazer Group Ltd – 14th Australian Microcap Investment Conference – October 2025 FY25 Highlights: Foundations for commercialisation For personal use only Financial Highlights FY25 Strategic Highlights A$8.5m 1 Maiden operating revenue for engineering FY25 revenue services received from FortisBC Up
Slide 7: Today's Industry Problem
For personal use only Today’s Industry Problem
Slide 8: Disrupting a large, established, CO2 intensive market
7 Hazer Group Ltd – 14th Australian Microcap Investment Conference – October 2025 Disrupting a large, established, CO2 intensive market Current demand met with a carbon intensive process; steam methane reforming For personal use only Hydrogen Demand Outlook (Mtpa) 260 Global H2 Demand Market Size US
Slide 9: The Hazer Solution
For personal use only The Hazer Solution
Slide 10: Hazer's technology advantage
9 Hazer Group Ltd – 14th Australian Microcap Investment Conference – October 2025 Hazer’s technology advantage Innovative low emission, low-cost methane pyrolysis technology producing clean hydrogen and graphite For personal use only • Hazer Group Limited is a technology company undertaking the comm
Slide 11: Hazer vs. SMR: Disrupting the old, enabling the new
10 Hazer Group Ltd – 14th Australian Microcap Investment Conference – October 2025 Hazer vs. SMR: Disrupting the old, enabling the new Hazer offers negligible emissions, cost competitive pathway for industries that already rely on hydrogen – without the For personal use only challenges of carbon cap
Slide 12: De-risked technology…ready for market
11 Hazer Group Ltd – 14th Australian Microcap Investment Conference – October 2025 De-risked technology…ready for market Rapid development since company founding and advancing Tech Readiness (TRL) Project For personal use only Development Pipeline (1 0 0 t p a H 2 continuous) (~<2 kg/hr* semi-contin
Slide 13: "Plug-in" technology using existing infrastructure
12 Hazer Group Ltd – 14th Australian Microcap Investment Conference – October 2025 “Plug-in" technology using existing infrastructure End-use deployment and application of the Hazer Technology eliminates H2 transport risk and reduces cost For personal use only • Eliminates requirement for H2 transpo
Slide 14: Rapidly expanding customer pipeline
13 Hazer Group Ltd – 14th Australian Microcap Investment Conference – October 2025 Rapidly expanding customer pipeline Tier-1 partners developing commercial projects in North America, Europe and Asia-Pacific For personal use only Extensive international project pipeline developing with large corpora
Slide 15: Graphite production diversifies earnings
14 Hazer Group Ltd – 14th Australian Microcap Investment Conference – October 2025 Graphite production diversifies earnings A synthetic, low emissions product with differentiated morphology and properties For personal use only • Highly structured vs amorphous carbon black • Iron inclusions produce m
Slide 16: Go-to-Market Strategy & Business Plan
For personal use only Go-to-Market Strategy & Business Plan
Slide 17: Overview of key scale-up development projects
16 Hazer Group Ltd – 14th Australian Microcap Investment Conference – October 2025 Overview of key scale-up development projects For personal use only BC, Canada Nagoya, Japan England, UK Pohang, Sth Korea • Project Development • Existing LNG import • integration of the Hazer • Integration into exis
Slide 18: Solid progress on first commercial project in Canada
17 Hazer Group Ltd – 14th Australian Microcap Investment Conference – October 2025 Solid progress on first commercial project in Canada Partnership with FortisBC to develop a 2,500tpa hydrogen facility in Canada For personal use only • FortisBC 100% project owner; Hazer technology licensor • Binding
Slide 19: Sales pipeline spanning key regions & sectors
18 Hazer Group Ltd – 14th Australian Microcap Investment Conference – October 2025 Sales pipeline spanning key regions & sectors Globally diversified pipeline across energy, industry & infrastructure; commercial engagements progressing For personal use only HAZER'S GLOBAL PIPELINE 45+ active global
Slide 20: Strong & diversified customer pipeline
19 Hazer Group Ltd – 14th Australian Microcap Investment Conference – October 2025 Strong & diversified customer pipeline Existing project portfolio of over 1 million tonne per annum total capacity (~1% of existing demand) For personal use only Diversification Reduces Risk Key Industry Sectors 3% Re
Slide 21: Growth trajectory – 10+ plants in years
20 Hazer Group Ltd – 14th Australian Microcap Investment Conference – October 2025 Growth trajectory – 10+ plants in 10 years* Potential for ~400 KTPA of Hazer installed H2 capacity across target markets by 2034 For personal use only 2025 Current Portfolio 2035 Target Portfolio Current Highest Proba
Slide 22: KBR Alliance Accelerates Technology Licensing
For personal use only KBR Alliance Accelerates Technology Licensing
Slide 23: Why KBR?
22 Hazer Group Ltd – 14th Australian Microcap Investment Conference – October 2025 Why KBR? Strategic alliance to accelerate commercialisation and licensing For personal use only Revenue (2023) Global Presence SERVICES ORIENTED SERVICE PEERS SERVICE W/ LIMITED TECHNOLOGY IP PEERS 81+ US$ 7.0 bln cou
Slide 24: Market leader in ammonia & methanol
23 Hazer Group Ltd – 14th Australian Microcap Investment Conference – October 2025 Market leader in ammonia & methanol Currently >450 ammonia and >90 methanol plants operating globally For personal use only Current Market 8.1 54MTPA H Demand 2 5.6 US$120billion 7.7 3.0 5.6 >500MTPA CO 5.3 12.3 2 2.3
Slide 25: Binding deal to accelerate technology licensing
24 Hazer Group Ltd – 14th Australian Microcap Investment Conference – October 2025 Binding deal to accelerate technology licensing Key elements of the strategic alliance For personal use only Initial term of six (6) years with an option to extend subject to 1 Agreement Term performance metrics being
Slide 26: Market engagement gaining momentum
25 Hazer Group Ltd – 14th Australian Microcap Investment Conference – October 2025 Market engagement gaining momentum Progressing scale up, licensing and marketing to enable near-term deployment opportunities For personal use only Develop Process Design Develop Joint License Package Agreement Framew
Slide 27: Hazer Graphite
For personal use only Hazer Graphite
Slide 28: Global supply crunch amplifies Hazer's graphite opportunity
27 Hazer Group Ltd – 14th Australian Microcap Investment Conference – October 2025 Global supply crunch amplifies Hazer’s graphite opportunity US set to impose additional tariffs on Chinese graphite supply places upward pressure and pricing and volumes For personal use only • Tier-1 critical mineral
Slide 29: Hazer Graphite is a versatile and valuable product
28 Hazer Group Ltd – 14th Australian Microcap Investment Conference – October 2025 Hazer Graphite is a versatile and valuable product Testing and product development underway with project partners, potential offtakers and industry experts For personal use only Thermal energy storage Market Size (MPT
Slide 30: For personal use only
For personal use only Corporate Update
Slide 31: Strategic priorities – Accelerating to scale
30 Hazer Group Ltd – 14th Australian Microcap Investment Conference – October 2025 Strategic priorities – Accelerating to scale Multiple near-term catalysts to unlock value creation For personal use only 1 Accelerate process scale-up to meet demand for large-scale commercial projects Commercialising
Slide 32: Investment case
31 Hazer Group Ltd – 14th Australian Microcap Investment Conference – October 2025 Investment case For personal use only Low-cost, clean H2 technology with strong competitive advantage Commercially ready today and co-locates with end- user infrastructure “Capex-lite” license model unlocks early cash
Slide 33: Hazer Group Ltd
Hazer Group Ltd For personal use only ASX:HZR Investor Relations Enquiries: contact@hazergroup.com.au Media Enquiries: spitaro@nwrcommunications.com.au
Slide 34: Assumptions and notes
33 Hazer Group Ltd – 14th Australian Microcap Investment Conference – October 2025 Assumptions and notes For personal use only Slides 10 - H2 per kg cost range by type and by market (No assurance that actual outcomes will not differ materially from these amounts.) Sources: Company analysis and proje
Slide 35: Abbreviations and units used
34 Hazer Group Ltd – 14th Australian Microcap Investment Conference – October 2025 Abbreviations and units used For personal use only ARENA Australian Renewable Energy Agency CCS Carbon Capture & Storage CDP Commercial Demonstration Plan IP Intellectual Property FID Final Investment Decision KTPA th
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