Alexium International Group Limited · ASX:AJX
Alexium International — H1 2026 Earnings Presentation
12 slides from Alexium International's earnings presentation, Feb 26, 2026
Slide 1: 1H26 Results Presentation
For personal use only ALEXIUM INTERNATIONAL GROUP LIMITED 1H26 Results Presentation ABN 91 064 820 408 26th February 2026 PRESENTED IN US DOLLARS
Slide 2: Disclaimer
Disclaimer For personal use only To the maximum extent permitted by law, the information contained in this presentation is given without any liability whatsoever being accepted by Alexium International Group Limited (Alexium) or any of its related entities or their respective directors or officers,
Slide 3: Contents
For personal use only • 1H26 Results Summary • Microtek Acquisition Update CONTENTS • Operations Plan • Outlook
Slide 4: 1H26 Results Summary
1H26 Results Summary Consolidated Statement of Profit or Loss Financial Review For personal use only US$ 31-Dec-25 31-Dec-24 • In the first half of FY2026, the company has faced difficult Revenue 1,791,934 2,290,345 market conditions as demand has suffered from economic Cost of sales (1,060,238) (1,
Slide 5: Microtek Acquisition – Transaction Summary
Microtek Acquisition – Transaction Summary • Successful completion of the acquisition of the Microencapsulation Phase Change Materials business and For personal use only associated intellectual property of Microtek Holdings, Inc. on 28 January 2026 and the related Entitlement Offer • What the acquis
Slide 6: Microtek Acquisition – Transaction Rationale
Microtek Acquisition – Transaction Rationale The acquisition brings together two of the industry’s most established innovators in microencapsulation and phase change materials. Integrating Microtek’s state-of-the-art manufacturing plant and decades of micro encapsulation expertise into Alexium’s for
Slide 7: Microtek Acquisition – Integration Update
Microtek Acquisition – Integration Update • Customers − At one-month post-acquisition, customer retention remains high For personal use only − The Company has held introductory meetings with all current customers of Microtek – the response to the news has been extremely positive − The Company is now
Slide 8: Operations Plan – Overview
Operations Plan – Overview Strategic Intent For personal use only • Alexium will transition from a primarily outsourced production model to a manufacturing-centered business model designed to improve margins, control, scalability, and long-term competitiveness. The strategy prioritizes disciplined a
Slide 9: Operations Plan – 3-Phase Plan
Operations Plan – 3-Phase Plan 1 2 3 Maximize Efficiency of Capacity Expansion via Capacity Expansion via Existing Assets (Dayton) Labor Utilization Capital Expenditures For personal use only The first priority is to achieve maximum Once baseline efficiency is achieved, Alexium Only after labor-base
Slide 10: Operations Plan – In Practice
Operations Plan – In Practice • Dayton Facility For personal use only − Our goal of manufacturing 80% of Alexium’s mPCM, mPCM formulating, and FR formulating running in-house in Dayton by the end of calendar year 2026 is on track − On-site visits which included making pilot-scale batches of mPCM thr
Slide 11: Outlook
Outlook • Sales Guidance − Customer retention and reaction to the transaction has been extremely positive, the increased engagement is expected to For personal use only result in improved manufacturing efficiency, quality and improved terms − Strong outlook for sales growth with several short- and m
Slide 12: Investor Webinar
Investor Webinar • Alexium will host an Investor Webinar For personal use only − Date: Wednesday, 4th March 2026 − Time: 10:00am (Sydney / Canberra / Melbourne) − Link: https://us02web.zoom.us/webinar/register/WN_ZxEltSseQSqTOg9x2azF-w 11
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