Janus Electric Holdings Limited · ASX:JNS
Janus Electric — Shareholder Meeting (November 2025)
22 slides from Janus Electric's shareholder meeting presentation, Nov 28, 2025
Slide 1: FY2025 and Market Update
For personal use only Janus Electric Holdings Limited (ASX:JNS) FY2025 and Market Update November 2025
Slide 2: Moorebank, Sydney NSW – Utilises Solar Power for its Energy
Moorebank, Sydney NSW – Utilises Solar Power for its Energy For personal use only Winner App Banner Image C O N F ID E N TI A L 2
Slide 3: Timeline of Events that led to the Reverse Takeover to Create Janus
Timeline of Events that led to the reverse Takeover to Create Janus Historical Snapshot of the Janus Journey ReNu announced the The existing Board of The Company For personal use only RTO through entering ReNu stood down and successfully relisted into a Share Purchase the Company following the compl
Slide 4: MD/CEO Ian Campbell Reflecting on FY25
MD/CEO Ian Campbell Reflecting on FY25 A Challenging and Transformational Year Welcome and thank you for your support. Janus Technology has an incredible opportunity ahead, it will take time. For personal use only “There is a lot to reflect on for Janus Electric Holdings for 2025, and so far into Q1
Slide 5: Financial year 2025 - Summary
Financial year 2025 - Summary Welcome and thank you for your support. For personal use only • This is our first annual presentation as Janus Electric Holdings Ltd (Janus) following our listing on the ASX in May 2025. • During the financial period, Janus Electric Holdings became the ultimate parent c
Slide 6: Janus Purpose and Priorities
Janus Purpose and Priorities While leading the electrification of the heavy road transport sector is a significant achievement, our ambitions go well beyond that, with clear priorities already guiding our next steps... For personal use only 1 2 3 Disruptive Technology – Founder led from industry, pr
Slide 7: Janus Scorecard
Janus Scorecard Janus Operational Impact Prospectus Vs. Q4 2025 Vs. Q1 2026 For personal use only Commercial Operation (Kms Travelled) 319,310 428,221 523, 754 Battery Swaps 2,240 2,669 3,102 CO2 Abated (Tonnes) 800 1,143 1,398 Energy Used (kWh) 625, 332 800 MWh 1,000MWh Janus Asset & Conversion Pro
Slide 8: Janus Asset and BEV Location Distribution
Janus Asset and BEV Location Distribution 10 For personal use only Total Chargers 8 Operating locations 4 States Covered Geographic Locations NSW: Central Coast , Moorebank VIC: Port melbourne, Maidstone S.A: Mt Gambier, Port Adelaide, Dublin W.A: Picton C O N F ID E N TI A L 8
Slide 9: Janus Port Presence is a Strength
Janus Port Presence is a Strength - closed loop operations 3 key Ports to grow from and 1 offshore to follow Janus has had a charging station at Moorebank since June 2024: Janus has a strong presence in Port infrastructure • 221,244 kWh charged Year to date 553 battery swaps performed For personal u
Slide 10: Key Announcements Summary
Key Announcements Summary Strong Validation from partners, and continuing production gains set 2026 as the year to establish and accelerate Janus scale Focus Area For personal use only Electrovaya- Battery OEM Ability Tri-modal (ABT) EVUNI Dealership Network supply agreement Building partners that c
Slide 11: Janus Coverage – Charge Stations and BEV locations
Janus Coverage – Charge Stations and BEV locations Charging Station For personal use only 8 Total Locations 9 Total JCCS Available 4 States Covered Geographic Distribution NSW: Central Coast, Moorebank Victoria: Port Melbourne, Maidstone South Australia: Mt Gambier, Port ADL, Dublin W.A: Picton C O
Slide 12: Revenue Breakdown Summary FY25
Revenue Breakdown Summary FY25 FY25 Summary (A$ ‘000) Service & Ongoing Maintenance revenue Battery hire Others revenue 27% Energy consumption 21% Cement Australia 12% For personal use only 12% 14% Subscription fees 20% Usage fees Fennell Forestry 11% 6% Battery change fee 3% 3% Truck conversion 10%
Slide 13: Revenue Mix and Growth
Revenue Mix and Growth Very clear impact and importance of having high frequency customer vehicles in operation and achieving 2 truck conversions per month FY25 Ongoing Revenue by Month (A$ ‘000) For personal use only $70.0 $63.5 $59.6 $2.4 $60.0 $4.9 $2.7 $54.6 $50.1 $6.6 $5.1 Product $49.9 $2.7 $5
Slide 14: Balance Sheet and Shareholder Returns
Balance Sheet and Shareholder Returns FY25 Vs FY24 - PCP $m 30 Jun 25 30 Jun 24 Cash and Cash Equivalents 4,047,030 - For personal use only Financial Assets 150,211 - Financial Position Overview Intangibles 60,741 - Investments 4,280,518 - Right-of-use Assets 2,332,427 109,798 Property, plant & Equi
Slide 15: Janus Makes Progress on Global Opportunities
Janus Makes Progress on Global Opportunities While Janus Continues to prepare its Australian facilities for focused on scaling its operations within Australia, it is also exploring international opportunities in potential markets, including the US, New Zealand, Southeast Asia, and South Africa, wher
Slide 16: 2026 Focus
2026 Focus Combination of Operational targets and Executing on offshore partnerships 2 Conversions Reach operating Rhythm of 2 Conversions per month while having at least 20 Increase Kit output For personal use only high cycle operating Trucks and scale kit conversions, and infrastructure roll out R
Slide 17: Key Priorities
Key Priorities Multiple Targets for Janus to achieve over the next 12 months Obtain and sustain investor Increase the validation and data support and capital markets benchmarks to win the innovator For personal use only funding lead within the BEV market Lex Forsyth, Founder and COO Secure and actio
Slide 18: Industry Announcements
Industry Announcements Battery Innovation for Heavy-Duty Transport Across the Globe September 2025: China's Advanced Battery Swapping Ecosystem for September 2025: Australian Trucking Industry Rolls Out Carbon Heavy-Duty Trucks Launched Reduction Roadmap For personal use only • China has officially
Slide 19: Industry Announcements (cont’d…)
Industry Announcements (cont’d…) Battery Innovation for Heavy-Duty Transport Across the Globe August 2025: Australian Renewable Energy Agency (ARENA) Launches June 2025: Scania Buys Bankrupt Northvolt's Heavy Industry Battery A$500mn Battery Breakthrough Initiative Packs Unit; Launches MCS Rapid Cha
Slide 20: China’s Heavy Vehicle Battery Market At-a-Glance
China’s Heavy Vehicle Battery Market At-a-Glance China’s Electrification of Trucks, Buses, & Construction Vehicles Accelerates Rapidly Competition Intensifies for Battery Manufacturers Global New-Energy Heavy Trucks Market Size For personal use only • China's new energy heavy-duty truck market is ex
Slide 21: Board and Management
Board and Management Board of Directors Dennis Lin Tony Fay Kristy Carr Ian Campbell For personal use only Independent Non-Executive Non-Executive Managing Director Non-Executive Chair Director Director and Chief Executive Officer Leadership Team Ian Campbell Lex Forsyth Phil Hempenstall Managing Di
Slide 22: Please contact us
Please contact us For personal use only 5 Catamaran Road Fountaindale NSW 2258, Australia 1300 552 687 info@januselectric.com.au C O N F ID E N TI A L 22
Janus Electric Holdings — Shareholder Meeting (November 2025) on 6ix