Slide 1: DXN Limited Q2 FY25 Presentation
For personal use only DXN LIMITED 5 February 2025 Q2 FY25 PRESENTATION 1
Slide 2: Designing, engineering, manufacturing, maintaining and operating data centers
For personal use only Designing, engineering, manufacturing, maintaining and operating data centers Modular Division Data Center Operations Designs, engineers, manufactures, Own, operates and maintains critical and deploys Edge* facilities across data centre infrastructure in Darwin Asia Pacific and
Slide 3: Q2 FY25 Financial Highlights
Q2 FY25 Financial Highlights $4.8 million For personal use only Q2 FY25 Revenue • $4.8 million in Q2 FY25 revenue • Quarter ended with $5.1 million cash balance • $6.5 million capital raise. Proceeds used towards: $5.1 million Cash balance as at 31 Dec 24 – Partially repaid the PURE loan, reduced th
Slide 4: DXN is committed to delivering profitable and cash flow positive projects
DXN is committed to delivering profitable and cash flow positive projects ▪ Cash receipts often do not match with the timing of project cost incurrence. ▪ DXN Modular data center business revenue recognition is based on percentage of completion. For personal use only ▪ Under the percentage of comple
Slide 5: Strong revenue growth continues in Q2
For personal use only Strong revenue growth continues in Q2 Quarterly revenue Quarterly commentary ▪ 58.1% increase in revenue compared to $3.0 million in the previous quarter. 2H25e ▪ Modular Data Centre revenue totaled $4.1 million. Revenue derived from existing contracts like: ▪ Stanmore Coal, co
Slide 6: The DXN Value Proposition
For personal use only The DXN Value Proposition The Advantage The DXN Approach ✓ In the fast-paced evolving digital world, modular data ✓ Demonstratable track record of supporting mission- centres offer customers a relatively lower investment critical environments through reliable and stable alterna
Slide 7: A growing addressable market across three core segments
A growing addressable market across three core segments For personal use only $186 m ▪ Our cumulative addressable market through to 2029 is estimated to be $1.1 billion across three segments: ▪ Cable Landing Stations in APAC is expected to $199 m $1.1b ▪ be $806 million. Mining Operations in APAC is
Slide 8: CLS represents a high-growth opportunity for modular data centre deployment
CLS represents a high-growth opportunity for modular data centre deployment Cable Landing Stations Asia Pacific For personal use only • CLS are facilities where undersea data cables connect to terrestrial networks, enabling global internet traffic and +3% $157.7m data exchange $139.3m CAGR • Increas
Slide 9: Mining Operations market is expected to be $53 million in 29
Mining Operations market is expected to be $53 million in 2029 Mining Operations For personal use only Asia Pacific • Global demand for key commodities is expected to drive $53.0m new mine growth (+5% p.a) • Modern mines are increasingly adopting to advanced technologies such as Autonomous vehicles
Slide 10: The Edge Data Centres market is expected to be $52 million by 2029
The Edge Data Centres market is expected to be $52 million by 2029 Edge Data Centres For personal use only Australia ▪ Australian IT spend on Edge infrastructure is projected to grow at 20% CAGR through 2029, driven by: $52.4m ▪ Resilient hosting facilities close to end-customers vs on-premise data
Slide 11: Growing capabilities with new products including HPC AI Module solution
Growing capabilities with new products including HPC AI Module solution For personal use only ▪ Launched January 2025, following months of customer engagement and input. ▪ Standardized 1MW and 2MW AI HPC (High Performance Compute) Modules ▪ Standardized AI module solution will allow DXN to manufactu
Slide 12: FY25 Outlook
FY25 Outlook • Significant customer leads following For personal use only January 2025 Pacific Telecom Conference (PTC) and work undertaken in1H25. • A number of material orders under discussion • Onboarding of additional sales 2H25 to accelerate deal flow. • On track to deliver FY25 revenue guidanc
Slide 13: Disclaimer
Disclaimer This presentation has been prepared by DXN Limited (ACN 620 888 548) FORWARD LOOKING STATEMENTS (DXN or Company). Certain statements contained in this presentation, including information as to the future financial or operating performance of the Company and its assets, are NOT AN OFFER fo
Slide 14: Thank You
For personal use only For more info visit dxn.solutions THANK YOU or email info@dxn.solutions 20