Slide 1: Q1 2026 Results Investor Presentation
Q1 2026 Results Sustainable Water Solutions Investor Presentation April 30, 2026
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Fluence Corporation Limited (ASX: apply for any securities, including in any jurisdiction where, or to any person FLC). All currencies quoted as “$” are US dollars unless otherwise specified. to whom, such an offer or invitation would be unlawful. Th
Slide 3: Investment Highlights
Investment Highlights Fluence is a leading provider of Water and Wastewater (“WW”) Treatment Systems to Municipal and Industrial End- markets with further application in WW-to-Energy (“W2E”) Highly Experienced Leadership Team Well-established and Proprietary Technology; Diverse Portfolio of Water &
Slide 4: Shifting Focus to SPS and RR
Shifting Focus to SPS and RR Focusing our business on SPS products and RR services significantly improves profitability, recurring revenue and growth • Stronger focus on SPS: Ramping sales of TRANSITION TO HIGHER MARGIN SEGMENTS our unique, decentralized water and wastewater treatment solutions Illu
Slide 5: Fluence Business Segments
Fluence Business Segments The Company is gaining traction across its core, market-focused business units MUNICIPAL WATER & WASTEWATER INDUSTRIAL WASTEWATER & BIOGAS INDUSTRIAL WATER & REUSE SEA & CHINA Municipal Water Municipal WW Meat Processing Fish Processing Food & Beverage Lithium Mining Munici
Slide 6: Fluence’s Strategic Transition - Revenue Segmentation
Fluence’s Strategic Transition - Revenue Segmentation The Company is a diversified, profitable, pure-play water platform with demonstrated growth – a rare combination Medium-Term 2022 2025 TTM Q1 2026 TARGETS GEOGRAPHY 6% 8% 11% 6% 14% 12% 35% 30% 30% 9% 10% • Focus on growing 11% presence in North
Slide 7: Q1 2026 Financial Highlights
Q1 2026 Financial Highlights All numbers subject to audit Financial Summary (FY2022-25) (1)(2) • Q1 2026 Revenue of $17.2M, representing 3.6% growth over Q1 2025 (US$ millions) • MWW, IWR, IWB and Sea & China business units combined contributed to 9.4% revenue growth in 1Q 2026 when compared to 1Q 2
Slide 8: Q1 2026 New Order Booking and Backlog
Q1 2026 New Order Booking and Backlog Despite lower orders in Q1 2026, the strong growth trend remains intact TTM New Order Booking • Q1 2026 New Orders were $7.5M, lower by (US$ millions) $64.2 $4.6M compared to Q1 2025 $59.6 $52.2 $49.2 $47.7 • Significant number of projects expected to be booked
Slide 9: Key Recent Orders
Key Recent Orders The Company secured several notable new orders in Q1 2026 and April 2026, including: • Dow (Argentina): $3.4M UF and 2-pass BWRO for demi-water production; • Confidential Hazardous Waste Company (Italy): $1.5M Anaerobic digestion pretreatment; • EGA (Dubai): $0.6M EDI WTP; • Stocka
Slide 10: Ivory Coast Project
Ivory Coast Project Project Overview The Installation Main Works: • Value: €164M • Scope: – The design and construction of a 150,000 m³/day water treatment plant to supply drinking water to the city of Abidjan Addendum Works: • Value: €48M • Scope: – Distribution of treated water from two 5,000m³ wa
Slide 11: For further information, please contact
www.fluencecorp.com For further information, please contact: Australia United States of America Andrew Angus Ben Fash Investor Relations CEO and Managing Director E: andrewangus@overlandadvisers.com.au E: bfash@fluencecorp.com P: +61 402 823 757 11