Advanced Innergy Holdings Ltd. · ASX:AIH
Advanced Innergy — Investor Presentation (November 2025)
32 slides from Advanced Innergy's investor presentation, Nov 27, 2025
Slide 1: Advanced Innergy Holdings Ltd 2025 Results Presentation
ASX:AIH Advanced Innergy Holdings Ltd (ASX:AIH) 2025 Results Presentation (unaudited) 27 November 2025 Advanced Innergy Holdings Limited ACN 687 262 479 of Level 8, 210 George Street SYDNEY NSW 2000 - Approved for ASX Release by the AIH Board of Directors 1
Slide 2: Contents
Contents 1 Introduction to AIS 3 2 FY25 results 8 3 Segment highlights 12 4 FY26 outlook and guidance 16 5 Appendix 23
Slide 3: Introduction to AIS
Introduction to AIS
Slide 4: Company snapshot
Company snapshot Global scale and operations with deep IP and product technology that underpins the mission-critical infrastructure for blue-chip multi-national clients $59.0m $336m FY25 pro forma EBITDA FY25 pro forma revenue 22 locations 180+ across 14 counties in all pending & registered major en
Slide 5: Diverse end markets with high barriers to entry
Diverse end markets with high barriers to entry Operating Subsea Thermal Marine segments Ancillaries Insulation Aquaculture Water Intake risers Fire protection Buoys and fenders Offshore wind Battery protection Seismic Energy: non-renewable Core markets Energy: transition New and upcoming Blue-chip
Slide 6: Mission-critical protection for vital strategic industries
Mission-critical protection for vital strategic industries Diversified industrial … protecting key … with a unique range of … backed by a proven group at the forefront of infrastructure across innovative material track record and clear global energy critical industries… science solutions… growth str
Slide 7: Unique product solutions with deep intellectual property
Unique product solutions with deep intellectual property • Broad technical capabilities including in-house testing • 180+ active and pending patents • 90+ type approvals Composite Epoxy resins engineering Phenolics Polyurethanes Silicones Rubbers 7
Slide 8: FY25 results
FY25 results 8
Slide 9: FY25 unaudited proforma performance highlights
FY25 unaudited proforma performance highlights FY25 unaudited proforma results highlights • FY25 proforma unaudited revenue of $335.5m, up FY25 Proforma Revenue FY25 Proforma EBITDA 0.4% on Prospectus and 16% on FY24 $335.5m $59.0m • Strong underlying demand across all divisions, particularly in tra
Slide 10: P&L – unaudited proforma including Ovun
P&L – unaudited proforma including Ovun All figures presented in Australian dollars (A$000), unless otherwise stated • Proforma AIH result, including Ovun, beat prospectus forecasts and grew strongly on the prior year • Post completion (12 September 2025), the Ovun integration process is progressing
Slide 11: P&L – unaudited AIH proforma base only, excluding Ovun
P&L – unaudited AIH proforma base only, excluding Ovun All figures presented in Australian dollars (A$000), unless otherwise stated • FY25 AIH proforma Base revenue up 15.4% vs pcp driving operating leverage with EBITDA up 51.4% on pcp FX rate (AUD/GBP)1 1.921 2.025 2.025 Profit & Loss (A$000) FY25
Slide 12: Segment highlights
Segment highlights 12
Slide 13: Segment highlights - Subsea
Segment highlights - Subsea 200 Revenue ($m)1 Subsea 150 unaudited Proforma 100 Ancillaries Water Intake risers 50 Offshore wind 136 176 - FY24 FY25 Segment highlights • Increased capacity and polyurethane processing capability in Brazil & UAE • Continued repeat orders for subsea ancillaries from Br
Slide 14: Segment highlights - Thermal
Segment highlights - Thermal 150 Revenue ($m)1 Thermal unaudited Proforma 100 Insulation Fire protection 50 Battery protection 115 116 - FY24 FY25 Segment highlights • Increased market share for subsea insulation covers • Developed a range of potting compounds for battery protection with revenues an
Slide 15: Segment highlights - Marine
Segment highlights - Marine 40 Revenue ($m) Marine 30 unaudited Proforma Ovun 20 Aquaculture Buoys and fenders 10 Seismic 11 13 - FY24 FY25 Segment highlight • Successful trial of large foam-filled fenders with an international defence company leading to significant future opportunities • On 12 Sept
Slide 16: FY26 outlook and guidance
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Slide 17: Three core growth drivers
Three core growth drivers Expanding share in core markets Expand market share in core markets by capitalising on accelerating investment in energy projects by key customers Innovation & product development Leverage testing and development capability to access new markets with existing materials scie
Slide 18: Expanding share in core markets
Expanding share in core markets Organic growth in core divisions • Organic growth supported by several key customers’ multi-billion backlogs extending beyond two years • Increasing levels of work in key growth geographies including Guyana, Suriname, Mozambique and Namibia • Expand breadth of product
Slide 19: Innovation and product development
Innovation and product development Emerging markets and product developments • Strong track record of taking existing materials science capabilities and applying to new and upcoming markets • R&D team consists of 60+ scientists and engineers leveraging extensive testing and validation facilities to
Slide 20: Targeted M&A strategy
Targeted M&A strategy Acquisition strategy and key priorities • Targeted strategic acquisitions to consolidate key markets and enhance product offering • APAC market presents an attractive opportunity for M&A by establishing a local presence in a currently untapped market • Well established pipeline
Slide 21: Outlook and FY26 guidance
Outlook and FY26 guidance Pipeline & Orderbook • Positive long-term forecast growth drivers across energy, battery, marine and industrial markets • As of 31 Oct 2025, pipeline of A$2.4bn+ of opportunities bid at a fixed price • Current orderbook of ~$220m represents approximately 57% of the forecast
Slide 22: Value proposition
Value proposition Mission critical solutions Global scale and operations Large addressable market • Product & solutions applicable to • 22 testing, manufacturing and • Serving non-renewable, transition & global mission critical energy, energy service locations across 14 countries new industries with
Slide 23: Appendix
Appendix Board of Directors Global operations People, safety and wellbeing Product segments Balance sheet Cashflow Reconciliation of FY25 statutory to pro-forma Disclaimer 23
Slide 24: Experienced Board of Directors
Experienced Board of Directors Well credentialed board and management with strong international experience Russell Ward – Chairman Simon Shepherd – Executive Director (CTO) • Russell Ward was appointed Chairman of AIS Group in • Founder of AIS, Simon Shepherd is a qualified September 2018. With over
Slide 25: Operations across the world
Operations across the world 25
Slide 26: People, safety and wellbeing
People, safety and wellbeing People highlights • c. 800 employees in 22 locations across 14 countries • 38% of employees with 5+ years of service • Established health and safety improvement programme with a measurable impact on the total recordable incident rate • Successful initiatives to alleviate
Slide 27: Market positions across three product segments
Market positions across three product segments Thermal Subsea Marine Subsea Fire protection Battery Subsea Water intake Marine and Offshore wind insulation & insulation1 protection2 ancillaries risers leisure Energy: non-renewable Energy: transition New / emerging markets Revenue 38% 58% 4% 1 materi
Slide 28: Unaudited Balance Sheet
Unaudited Balance Sheet1 All figures presented in Australian dollars (A$000), unless otherwise stated Balance Sheet (A$000) FY24 FY25 % Var Commentary Cash & cash equivalents 1 22,246 35,944 61.6% Trade & Other Receivables 50,095 57,862 15.5% 1• Increase in cash resulting from continued growth profi
Slide 29: Unaudited Cashflow
Unaudited Cashflow1 All figures presented in Australian dollars (A$000), unless otherwise stated Cashflows (A$000) FY24 FY25 Commentary Operating profit/(loss) for the year 18,196 36,609 Adjustments for: •1 89% FY25 operating cash conversion (pre exceptionals), up from Depreciation of PP&E 9,865 11,
Slide 30: Proforma unaudited AIH Stats to AIH Base Proforma
Proforma unaudited AIH Stats to AIH Base Proforma A A FX Rate (AUD/GBP) 2.025 2.025 2.025 AIH Ovun AIH AIH AIH Proforma AIH Base Stats (ex Ovun) (~19 days) Stats (lodged) Stats (ex Ovun) (Aust HoldCo) adjustments Proforma AIH - Profit & Loss (A$000) FY25 FY25 FY25 FY25 FY25 FY25 FY25 Revenue 303,333
Slide 31: Important notice and disclaimer
Important notice and disclaimer Important Notice and Disclaimer The information contained in this investor presentation (“Presentation”) has been prepared by Advanced Innergy Holdings Limited ACN 687 262 479 (“AIS”, "AIH" or “Company”). The Company has authorised the distribution of this document to
Slide 32: Thank you for your time.
Thank you for your time. Any questions? For more information please contact: Andrew Bennion CEO AIS head office investors@aisltd.com Quedgeley West Business Park Bristol Rd, Gloucester GL2 4PA, UK
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