Dxn Ltd. · ASX:DXN
Dxn — Q4 FY26 Earnings Presentation
24 slides from Dxn's earnings presentation, Jul 29, 2026
Slide 1: Q4 FY26 Presentation
Q4 FY26 Presentation DXN Limited (ASX:DXN) 29 July 2026
Slide 2: A leading provider of prefabricated modular data centre solutions
A leading provider of prefabricated modular data centre solutions DXN is a vertically integrated manufacturer and operator of a modular data centre. DXN designs, engineers, manufactures, deploys, operates, and maintains high-quality modular data centres across three core markets. Modular Division Pr
Slide 3: Leveraged to growing critical infrastructure market segments
Leveraged to growing critical infrastructure market segments EDGE Market Segments1 Cable and Satellite Defence & 1. Landing Stations 2. Mining Modules 3. Edge Data Centres 4. Government 50kw to 10MW multi module edge sites (AI HPC Modules, 30kw to 2MW 100 to 500kW Modules Edge Colo DC’s) Portable Da
Slide 4: Regional leader in prefabricated & critical infrastructure builds
Regional leader in prefabricated & critical infrastructure builds Established in 2010 with prefabrication focused projects, starting in 2020 • Trusted technical advisor with market-leading innovation, consistently exceeding customer expectations • End-to-end capability from design to delivery • Abil
Slide 5: The industry is facing critical problems that DXN's solution addresses
The industry is facing critical problems that DXN’s solution addresses Prefabrication of data centers is not a new phenomena however the supply challenges facing the industry are driving a dramatic shift towards prefabrication in order to meet demand AI Industry Challenges DXN’s Solution • Customers
Slide 6: What does this mean for DXN?
What does this mean for DXN? The shift in both industry demand and the supply response has driven a step change in DXN’s business model Increased collaboration Increased with customers Benefits of scale contract value • DXN is increasingly being • Bespoke, increasingly • Customer led demand has enga
Slide 7: DXN's AI HPC modules
DXN’s AI HPC modules A next-generation modular approach to high-density, mission-critical AI infrastructure • Provides customers with a fully integrated, factory-built AI ready module Measurable benefits • Replaces traditional bespoke construction with a fully productised, factory-built data centre
Slide 8: Maiden AI/HPC customer
Maiden AI/HPC customer Item Description Project updates • Proof of concept : 1.4MW critical IT module based on • Manufacturing commenced at NVIDIA GB300, targeted for the customer's Site #1 DXN’s Welshpool, WA facility Scope of • Phase 1: build-out at Site #2 contract • Phase 2: expansion at Site #2
Slide 9: Q4 FY26 Update
INFRASTRUCTURE AT THE EDGE 1DXN oO ~ © me] [os =) iGo) i tT Oo
Slide 10: Q4 FY26 Financials
Q4 FY26 Financials • $4.3 million in Q4FY26 revenue – comprised of: o Modular revenue ~$3.6million $4.3 million Q4 FY26 Revenue o Data Centres Operations revenue ~$0.5 million o DCaaS revenue ~0.1 million $11.0 million • Cash balance of $11.0 million as at 30 June 26: Cash balance as at 30 June 26 o
Slide 11: Growing backlog, strengthens DXN's position
Growing backlog, strengthens DXN’s position $23.5m • Q4 FY26 revenue of $4.3 million, a decrease of ~25.3% on pcp. Decrease in revenue driven largely by: ▪ Primarily driven by project deferrals on DP World and Ventia, and supplier delays on Globalstar. Partially offset by stronger-than-expected prog
Slide 12: Outlook
DX Outlook
Slide 13: Strategic Asian expansion, underpins growth
Strategic Asian expansion, underpins growth Establishing localised manufacturing and sales in one of Southeast Asia’s fastest-growing digital infrastructure markets • Completed corporate entity setup in Malaysia, Indonesia and Singapore. • Advancements made on Asian manufacturing expansion, with a f
Slide 14: Future growth underpinned by robust identified pipeline
Future growth underpinned by robust identified pipeline • The current identified pipeline consists of 99 projects1,2 • Pipeline includes a diversified mix of projects, with 21% of projects related to global AI compute infrastructure customers. Current Identified Pipeline by Number of Projects1,2 Ide
Slide 15: FY27 Outlook
FY27 Outlook DXN enters FY27 with a materially strengthened balance sheet and a foothold in the global AI HPC and neo-cloud market • Near-term priority: successful delivery and commissioning of the AI HPC pilot, the key catalyst for converting an indicative US$200m+ follow-on opportunity into contra
Slide 16: Appendix
; INFRASTRUCTURE Appendix i DXN AT THE EDGE
Slide 17: Cash Receipts Vs. Revenue over quarters
Cash Receipts Vs. Revenue over quarters • Cash receipts of $5.3m • Revenue of $4.3m • Milestone based payments issued at progress completion • Strong fundamentals with multiple contracts in place and expectation for project milestone payments to be received in 1HFY27 17
Slide 18: DXN Snapshot
DXN Snapshot Key value proposition is DXN’s capability of converting designed concepts into reality & operation – All in-house Operating snapshot (FY26) ▪ Established in 2016, listed 2018, headquartered in Sydney ▪ Commenced Focus on Prefabricated Modular Data ~100 4 15 Centres in 2020 Modular prefa
Slide 19: End-to-end business model - leveraged to high-growth infrastructure sectors
End-to-end business model - leveraged to high-growth infrastructure sectors Segment Core Offering Typical Customer Business Model Custom prefabricated Telcos, hyperscale Modular Division units (2–500 racks), operators, governments Turnkey build and sale designed for Tier III/IV Data Centre Facility
Slide 20: Diverse, high-quality & growing customer base underpins long term growth
Diverse, high-quality & growing customer base underpins long term growth Mining Energy & Gas Telco Cable Landing Station(CLS)/ Satellite Government and Defence Data centres Global Hyperscalers internet company NASDAQ Neoclouds Listed 20
Slide 21: Diversified exposure reduces concentration risk
Diversified exposure reduces concentration risk Cable and Satellite Mining Prefab EDGE Defense and Landing Stations Modules Data Centres Government • Colo/ telco end users for 50kw to 10MW Portable DC • 30kw to 2 MW designs • 30kw to 250kw • Also 1-2MW per • Subsea and LEO technology designs module
Slide 22: Establishing a DCaaS segment to deliver recurring revenue
Establishing a DCaaS segment to deliver recurring revenue DCaaS – a capital light, facility as a service model • Includes design, engineering and deployment of data centres and ground stations: o development of bespoke data centres or cabinet solutions for each customer. o Designed and prefabricated
Slide 23: 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 24: Thank you
Thank you For more info visit dxn.solutions or email info@dxn.solutions