Delorean Corporation Ltd · ASX:DEL
Delorean — Investor Presentation (October 2026)
20 slides from Delorean's investor presentation, Oct 14, 2026
Slide 1: Renewable Gas and Organic Waste Infrastructure Investor Update
rsonal use only Delorean Corporation Ltd Renewable Gas and Organic Waste Infrastructure Investor Update October 2026 www.deloreancorporation.com.au
Slide 2: Important Notice & Disclaimer
Legal Disclaimer Important Notice & Disclaimer rsonal use only This document is confidential and may not be reproduced, redistributed or passed on, directly or indirectly. This document is neither a prospectus nor an offer to subscribe for Shares. The purpose of this presentation is to provide gener
Slide 3: Overview
Overview DELOREAN IS BUILDING AND OPERATING AUSTRALIA’S RENEWABLE GAS INFRASTRUCTURE AND ORGANIC WASTE PLATFORM THAT GETS PAID TO TAKE AND CONVERT ORGANIC WASTE INTO GRID QUALITY RENEWABLE NATURAL GAS AND FOOD-GRADE rsonal use only GREEN LIQUIFIED CO₂ FOR SALE UNDER LONG-TERM CONTRACTS WITH MAJOR IN
Slide 4: Corporate Snapshot, Board and Management
Corporate Snapshot Board and Management ASX Code DEL DELOREAN’S BOARD COMPRISES A BALANCE OF STRONG AND COMMITTED EXECUTIVE LEADERSHIP WITH DEEP Ordinary Shares on Issue 253,011,558 rsonal use only EXPERTISE IN BIOENERGY, WASTE, GAS, FINANCE, AND Market Capitalisation $20,999,959 (13/10/2026) ASX GO
Slide 5: Strong Track Record Delivering Award-Winning AD Plants
Strong Track Record and Over 50 Years’ Collective Experience in Delivering Award-Winning AD Plants Built Across Australia/NZ Yarra Valley Water (VIC) SA1 Salisbury (SA) rsonal use only 4 Bioenergy Projects Constructed (3 Award-Winning), 1 Under Construction Richgro (WA) SA Ag Residue (SA) Ecogas (NZ
Slide 6: Delorean's Portfolio supported by Strong Market Tailwinds
Delorean’s Portfolio supported by Strong Market Tailwinds DELOREAN’S BIOMETHANE PROJECTS ARE FULLY ALIGNED WITH POLICY, INDUSTRY, AND INVESTOR DRIVERS, DELIVERING URGENT GREEN GAS TO MEET DEMAND, SUPPORT NET-ZERO TARGETS, AND UNLOCK MARKET OPPORTUNITIES rsonal use only ~1,100 PJ pa ~371 PJ pa 47M+ t
Slide 7: Business Transition: Pivot from EPC to Build-Own-Operate
Business Transition: Pivot from EPC to Build-Own-Operate (BOO) WITH A TRACK RECORD OF DEVELOPING BIOENERGY INFRASTRUCTURE AS A LEADING BIOENERGY EPC CONTRACTOR TO THIRD- PARTIES, DELOREAN IS TRANSFORMING INTO AN OWNER AND OPERATOR WITH 5 PROJECTS CURRENTLY IN THE PIPELINE rsonal use only Historicall
Slide 8: Business Model – Build Own Operate – Revenue streams
Business Model – Build Own Operate – 6 Revenue streams DELOREAN DESIGNS AND BUILDS ANAEROBIC DIGESTION (AD) PLANTS WHICH GET PAID TO PROCESS ORGANIC WASTE AND PRODUCE RENEWABLE GASES FOR SALE UNDER CONTRACTS, ACHIEVING 15%+ IRR’s rsonal use only 3) + Renewable Gas (Biomethane) 1) + Gate Fees Sold in
Slide 9: BOO Project – Indicative Target Economics
BOO Project – Indicative Target Economics DELOREAN IS TARGETING 15%+ UNLEVERED IRRs ACROSS BUILD-OWN-OPERATE PROJECTS rsonal use only - Gate Fees ~$40m - Project Debt - Equity – Corp cash ~$9m - Gas Export Revenue - Biofertiliser Income ~$6.0m 25+ Years - Equity - Grant Construction Cost - Equity –
Slide 10: Indicative Target Economics Project size Range
Indicative Target Economics Project size Range rsonal use only - Project Debt - Gate Fees - Equity – Corp cash - Gas Export Revenue $40m – $65m - Equity - Grant - Equity – R&D Tax refunds $9m - $20m - Biofertiliser Income - Green Certificates $6m - $12m $60m - $100m+ Project Gross Cost Revenue p.a.
Slide 11: SA1 Salisbury Bioenergy – Gas Grid Injected Biomethane
SA1 Salisbury Bioenergy – Gas Grid Injected Biomethane FIRST BIOENERGY FACILITY IN AUSTRALIA TO PRODUCE MAINS-GRADE BIOMETHANE AND BIOGENIC CO₂ FROM COMMERCIAL AND INDUSTRIAL FOOD WASTE rsonal use only 150,000 tCO2-e/annum Emissions reduction SA1 Salisbury is an AD project strategically located (~3,
Slide 12: FY26 Financial Results Overview (audited)
FY26 Financial Results Overview (audited) DELOREAN IS BUILDING VALUE THROUGH STRATEGIC INVESTMENT IN CLEAN ENERGY ASSETS rsonal use only FY26 Revenue $9.3M FY26 Total Income $14.8M FY26 EBITDA $1.0M FY26 Gross Cash Position FY2026 represents a foundational period in Delorean’s transition Cash and Te
Slide 13: NSW1 Project – Shovel ready, seeking equity financial close
NSW1 Project – Shovel ready, seeking equity financial close BEHIND THE METER RENEWABLE NATURAL GAS PROJECT – SUPPLYING CONTRACTED GAS ONSITE TO LARGEST BRICK PLANT OF SOUL PATTS (ASX:SOL) IN METROPOLITAN SYDNEY rsonal use only Delorean 100%-owned NSW1 Horsley Park Facility, 138,000 tCO2-e/annum Emis
Slide 14: DEL BOO Project Funding Strategy
DEL BOO Project Funding Strategy DELOREAN OPTIMISING DEBT-LED PROJECT FUNDING THROUGH STRATEGIC PROJECT-LEVEL FINANCE AND REFINANCE SOLUTIONS FOR RAPID BOO EXPANSION rsonal use only ̶ Delorean builds clean energy infrastructure at cost. The balance sheet records the lower, net cost, which is the cos
Slide 15: DEL BOO Portfolio Funding Strategy
DEL BOO Portfolio Funding Strategy DELOREAN UTILISES DEBT AND GRANTS TO CONSTRUCT PROJECTS -> IN OPERATIONS GRANTS CONVERT TO EQUITY AND OPERATIONS DEBT RE-FINANCE PROVIDES FUNDING FOR NEXT PROJECT -> rsonal use only $110 Millions Asset Revaluation @9% $100 $90 $80 Asset Revaluation @9% Debt refinan
Slide 16: Delorean's $200m Current Portfolio
Delorean’s $200m Current Portfolio DELOREAN’S PROJECTS REPLACE FOSSIL FUEL NATURAL GAS WITH RENEWABLE BIOMETHANE, DRIVING DECARBONISATION IN HARD-TO-ABATE SECTORS THROUGH EXISTING INFRASTRUCTURE rsonal use only QLD1 – in development SA1 – in construction − Feedstock - 80,000TPA − Feedstock - 70,000T
Slide 17: A Scalable 50+ Project Platform for Australia's Green Gas Future
A Scalable 50+ Project Platform for Australia’s Green Gas Future A SIGNIFICANT NATIONAL OPPORTUNITY DELIVERYING RESOURCE RECOVERY AND MEASURABLE ENVIRONMENTAL IMPACT rsonal use only NT +1 Emerging regional opportunity THE POTENTIAL (50 PROJECTS) Strategically located across key infrastructure, feeds
Slide 18: Upcoming milestones
Delorean Corporation Upcoming milestones – 12 months NSW1 Project • Bank debt secured, financial close and $30.5m grants activated rsonal use only • Construction commencement 1st grant payment received - $2.0m • 2nd grant payment received - $6.0m • Key equipment ordered • 3rd grant payment received
Slide 19: Delorean Corporation
Delorean Corporation rsonal use only Delorean has built deep capability in Australian bioenergy project delivery. It is now converting that capability into a portfolio of owned renewable gas infrastructure assets targeting 15%+ unlevered returns 19
Slide 20: Contact
rsonal use only Contact Joseph Oliver Aidan Flynn Managing Director CFO Ground Floor, 1205 Hay Street Ground Floor, 1205 Hay Street West Perth WA 6005 West Perth WA 6005 T (08) 6147 7575 info@deloreancorporation.com.au www.deloreancorporation.com.au 20