Slide 1: FY25 4E Preliminary Results Presentation & DEL Infrastructure Pivot Strategy
Delorean Corporation Ltd FY25 4E Preliminary Results Presentation & DEL Infrastructure Pivot Strategy August 2025 www.deloreancorporation.com.au
Slide 2: Disclaimer
Delorean Corporation Disclaimer Important Notice & Disclaimer 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 genera
Slide 3: Company Overview
Delorean Corporation Company Overview DELOREAN CORPORATION (ASX: DEL) IS AUSTRALIA’S LEADING DEVELOPER OF BIOENERGY INFRASTRUCTURE Delorean is building a network of assets across Australia using mature in-vessel anaerobic digestion technology to produce renewable gas, renewable electricity and bioge
Slide 4: Co-Founders and Leadership
Delorean Corporation Co-Founders and Leadership DELOREAN’S BOARD COMPRISES A BALANCE OF STRONG AND COMMITTED EXECUTIVE LEADERSHIP WITH DEEP EXPERTISE IN BIOENERGY, WASTE, GAS, FINANCE, AND ASX GOVERNANCE. Hamish Jolly Joseph Oliver Steve Gostlow Surena Ho Michael Phillip Aidan Flynn Neil Conquest Ex
Slide 5: Investment Highlights
Delorean Corporation Investment Highlights ✓ Unique and proven track record of delivering award-winning, innovative and successful Australasian bioenergy projects. ✓ Strong pipeline of bioenergy projects under development to capitalise on the growth of Australian bioenergy market. ✓ A leader in adva
Slide 6: Company Overview – Pivot to Build-Own-Operate Infrastructure
Delorean Corporation Company Overview – Pivot to Build-Own-Operate Infrastructure WITH A TRACK RECORD OF DEVELOPING BIOENERGY INFRASTRUCTURE AS A LEADING BIOENERGY EPC CONTRACTOR, DELOREAN IS TRANSFORMING INTO AN OWNER AND OPERATOR WITH 5 PROJECTS CURRENTLY IN THE PIPELINE Our Strategy THIRD PARTY C
Slide 7: Achievement Snapshot as at FY25
Delorean Corporation Achievement Snapshot as at FY25 DELOREAN IS STRATEGICALLY INVESTING IN INFRASTRUCTURE AND PROJECT DEVELOPMENT $30.0M $80.0M 6 PROJECT DEVELOPMENT STRATEGIC PARTNERSHIPS 4 PROJECTS COMPLETED Invested to date on Balance sheet in Partnerships with AGIG, ARENA, QLD Jandakot, Blue La
Slide 8: FY25 Achievements
Delorean Corporation FY25 Achievements PIVOT INTO INFRASTRUCTURE OWNERSHIP WITH CONSTRUCTION WELL UNDERWAY ON ITS SA1 FACILITY AND CONSTRUCTION OF YARRA VALLEY WATER LILYDALE NEAR COMPLETION ✓ First BOO Project Underway: Construction commenced on SA1 Salisbury project with $37m corporate finance pac
Slide 9: FY25 4E Financial Results Overview
Delorean Corporation FY25 4E Financial Results Overview (unaudited) REINVESTMENT OF EARNINGS INTO HIGH-YIELDING BUILD-OWN-OPERATE INFRASTRUCTURE ROLLOUT AND OPERATION FY25 Revenue $19.8M Group Earnings (Total Comprehensive Loss) ($4.1)M FY25 Cash Position $10.7M As at 30/6/2025 Project Development I
Slide 10: FY25 4E Financial Results Continued
Delorean Corporation FY25 4E Financial Results Continued BUILDING VALUE THROUGH STRATEGIC INVESTMENT IN CLEAN ENERGY ASSETS KEY HIGHLIGHTS ($’000) FY25 FY24 CHANGE COMMENTS (unaudited) Receipts from Customers 25,910 29,549 Down 12% Yarra Valley water project nearing completion Revenue 19,828 27,882
Slide 11: FY25 4E Financial Results Continued
Delorean Corporation FY25 4E Financial Results Continued KEY HIGHLIGHTS ($’000) FY25 FY24 CHANGE COMMENTS (unaudited) Revenue (excl. other income & 19,828 27,882 Down 29% Delay in construction of Yarra Valley Water project and resources focused on the engineering and construction of BOO projects whi
Slide 12: Delorean's Bioenergy Infrastructure Rollout
Delorean Corporation Delorean’s Bioenergy Infrastructure Rollout YVW Project Construction in FY25
Slide 13: Delorean's Portfolio
Delorean Corporation Delorean’s Portfolio DELOREAN’S PROJECTS REPLACE NATURAL GAS WITH BIOMETHANE, DRIVING DECARBONISATION IN HARD-TO-ABATE SECTORS THROUGH EXISTING INFRASTRUCTURE Projected Biomethane Production from Delorean Bioenergy Projects 3000 2500 2000 TERAJOULES (TJ) 1500 1000 500 IN CONSTRU
Slide 14: Infrastructure Rollout
Delorean Corporation Delorean Infrastructure Rollout DELOREAN IS ROLLING OUT HIGH-YIELDING (15%+ UNLEVERED IRR) INFRASTRUCTURE PROJECTS Horizon Project Status Jan 2025 June 2025 June 2026 June 2027 June 2028 1 SA1 Bioenergy Project Under AUD$42.8m construction VIC1 Bioenergy Project Shovel Ready 2 S
Slide 15: Bioenergy Build-Own-Operate Project Revenue
Delorean Corporation Bioenergy Build-Own-Operate Project Revenue DELOREAN’S COMMERCIAL SCALE ANAEROBIC DIGESTION PROJECTS DELIVER MULTIPLE DIVERSIFIED REVENUE STREAMS WITH THE CERTAINTY OF LONG-TERM CONTRACTED OFFTAKES AND FEEDSTOCK SUPPLY • Energy Offtake – 10+ year offtakes from investment grade 0
Slide 16: BOO Project Funding Strategy
Delorean Corporation BOO Project Funding Strategy DELOREAN OPTIMISING DEBT-LED PROJECT FUNDING THROUGH STRATEGIC PROJECT-LEVEL FINANCE AND REFINANCE SOLUTIONS FOR RAPID BOO EXPANSION PROJECT 1 MULTIPLE PROJECTS 2 - N • The core financing strategy involves a debt-led SA1 financing stack during constr
Slide 17: Delorean's Projects
Delorean Corporation Delorean’s Projects SA1 Project Construction in FY25
Slide 18: Track Record - Award-Winning AD Plants Built Across Australia/NZ
Delorean Corporation Track Record - Award-Winning AD Plants Built Across Australia/NZ 3 Award-Winning Bioenergy Projects Completed COMMERCIAL & AGRICULTURAL MUNICIPAL FOOD INDUSTRIAL WASTE WASTE WASTE Jandakot Blue Lake Milling Ecogas (NZ) Bioenergy Plant Bioenergy Plant Bioenergy Plant 18
Slide 19: YVW Bioenergy Plant
Delorean Corporation – Selective EPC and O&M For Third Parties YVW Bioenergy Plant THIS FACILITY IS THE LARGEST FOOD WASTE TO ENERGY PLANTS OF ITS KIND IN AUSTRALIA Yarra Valley Water (VIC) PROJECT UPDATE (99% COMPLETE) • All civil, structural, and equipment installation construction works successfu
Slide 20: SA1 Salisbury Bioenergy - First BOO Bioenergy Project in Australia
Delorean Corporation – BOO Infrastructure Rollout and Operation SA1 Salisbury Bioenergy - First BOO Bioenergy Project in Australia FIRST BIOENERGY FACILITY IN AUSTRALIA TO PRODUCE MAINS-GRADE BIOMETHANE AND BIOGENIC CO2 SA1 PROJECT UPDATE • Major earthworks have been completed, and concrete pouring
Slide 21: NSW1 Brickworks Bioenergy Plant
Delorean Corporation – BOO Infrastructure Rollout and Operation NSW1 Brickworks Bioenergy Plant - 1st BOO RNG Behind The Meter AUSTRALIA’S FIRST INDUSTRIAL-SCALE BIOENERGY PROJECT TO CREATE RENEWABLE GAS BEHIND THE METER PROJECT UPDATE NSW1 • Development Approval achieved • The project is now progre
Slide 22: VIC1 Stanhope Bioenergy
Delorean Corporation – BOO Infrastructure Rollout and Operation VIC1 Stanhope Bioenergy THIS PROJECT WILL BE AMONG AUSTRALIA’S FIRST TO PRODUCE BIOMETHANE TO MAINS FROM ORGANIC WASTE VIC1 PROJECT UPDATE (PENDING FID) • Approvals in place • The project is currently shovel ready for full construction
Slide 23: Delorean's Sector Tailwinds and Look Forward
Delorean Corporation Delorean’s Sector Tailwinds and Look Forward YVW Vioenergy Project
Slide 24: Tailwinds: Urgent Demand for Biomethane
Delorean Corporation Tailwinds: Urgent Demand for Biomethane SCOPE 1 EMISSIONS REPORTING (NGERS) IS DRIVING AUSTRALIA’S DEMAND FOR BIOMETHANE • The Australian Government’s Future Gas Strategy recognises that natural gas will play a critical role in Australia’s future energy mix. • The Australian Ene
Slide 25: Tailwinds: Organic Waste Diverted from Landfill
Delorean Corporation Tailwinds: Organic Waste Diverted from Landfill NATIONAL POLICY TO HALVE ORGANICS GOING TO LANDFILL IS DRIVING LANDFILL LEVIES UP AND YEILDS A HUGE VOLUME OF ORGANIC WASTE LOOKING FOR A HOME OUTSIDE LANDFILL Australia is targeting to halve the amount of organic …driving an incre
Slide 26: Bioenergy in the Renewable Landscape
Delorean Corporation Bioenergy in the Renewable Landscape BIOENERGY OFFERS A RELIABLE RENEWABLE ENERGY SOLUTION Anaerobic Digestion SIGNIFICANT UPSIDE ACROSS AD PORTFOLIO Factor Landfill Gas Composting Hydrogen (Green) (AD) • Strong ESG and circular economy Produces Commercially Viable alignment Ren
Slide 27: Look Forward
Delorean Corporation Look Forward • Completion, commissioning and revenue flow from the SA1 BOO bioenergy facility. Revenues from Q4 2026. • Advance VIC1 and NSW1 projects towards construction start during FY26. The Company intends to secure a long-term offtake agreement for SA1 and adopt a similar