Myeco Group Ltd · ASX:MCO
Myeco — Shareholder Meeting (November 2025)
21 slides from Myeco's shareholder meeting presentation, Nov 13, 2025
Slide 1: 2025 AGM Presentation
Making Your Everyday Sustainable 2025 AGM Presentation MYECO GROUP (ASX: MCO) 13 November 2025
Slide 2: Meeting Presenters
2 MyEco Group Ltd (ASX: MCO) MEETING PRESENTERS November 2025 Richard Tegoni Colin Lai James (Jim) Walsh Chief Executive Officer & Chief Financial Officer & Chairman 2025 AGM Presentation Executive Director Company Secretary
Slide 3: CEO Presentation
2025 AGM Presentation November 2025 MyEco Group Ltd (ASX: MCO) 3 2. CEO Presentation
Slide 4: Sales Strategy & Channels
4 MyEco Group Ltd (ASX: MCO) Sales Strategy & Channels 1 2 3 Retail Councils & Waste Corporate (FMCG) Management November 2025 Other Commercial MyEco® Global White Label Resin Film Products • Maintain #1 position in • Expand global reach, • Holistic FOGO • Supply, through partnerships • Develop dist
Slide 5: Update on Strategic Repositioning for Growth
5 MyEco Group Ltd (ASX: MCO) Update on Strategic Repositioning for Growth During FY25, the Company communicated its refined strategy which focusses on growing our MyEco® branded product sales (which have delivered record growth during the year) and repositioning our production and distribution strat
Slide 6: Positive Impact of Operational Restructure Initiatives
6 MyEco Group Ltd (ASX: MCO) Positive Impact of Operational Restructure Initiatives The operational restructure is expected to deliver circa $2.5m fixed cost savings in FY26 from lower manufacturing, operating, and reduced rent-related amortisation and interest. Subject to continuation of current tr
Slide 7: Operational Restructure enhances MyEco Group's Capabilities as a Vertically Integrated Manufacturer
7 MyEco Group Ltd (ASX: MCO) Operational Restructure enhances MyEco Group’s Capabilities as a Vertically Integrated Manufacturer, Developer and Global Distributor Leading Specialist Global Sales Technical Australian Manufacturer of and Expertise in Sustainable Sustainable Distribution Biopolymers Pa
Slide 8: Research & Development Capabilities and Certifications
8 MyEco Group Ltd (ASX: MCO) Research & Development Capabilities and Certifications Solving Plastic Waste Cooperative Research Centre • MyEco Group continues to work with the Australian Government funded Solving Plastic Waste Cooperative Research Centre, as well as RMIT scientists, to develop more t
Slide 9: Product Development Capabilities
9 MyEco Group Ltd (ASX: MCO) Product Development Capabilities Our Global Product Development Centre drives sustainable product innovation and has developed the following products in the past 12 months: • Landscape Netting • Magazine wrap • Post Consumer Recycle pallet wrap • Reusable Post Consumer R
Slide 10: Leader in the Evolving Australian Regulatory and Market Landscape
10 MyEco Group Ltd (ASX: MCO) Leader in the Evolving Australian Regulatory and Market Landscape MyEco Group is committed to • In June 2024, Recycling Victoria released a draft Household and advocating for policies that Recycling Service Standard (Draft Service Standard), which proposed, among other
Slide 11: FY26 Outlook
11 MyEco Group Ltd (ASX: MCO) FY26 Outlook • The operational restructure will reduce costs materially in FY26, with increased flexibility to scale production using production partners better aligned to support sales distribution at lower capital costs • MyEco Group is confident that its refocused sa
Slide 12: CFO Presentation
2025 AGM Presentation November 2025 MyEco Group Ltd (ASX: MCO) 12 3. CFO Presentation
Slide 13: FY25 Sales Growth
13 MyEco Group Ltd (ASX: MCO) FY25 Sales Growth (Continuing Operations) FY25 sales of $15.7m, a growth of 9% vs FY24, driven by: Retail Channel • MyEco® branded product sales of $5.4m in FY25, up 81% vs FY24 remaining the category leader in both Coles and Woolworths, with Australia sales up 64% and
Slide 14: FY25 Profit and Loss
14 MyEco Group Ltd (ASX: MCO) FY25 Profit and Loss (Continuing Operations) $’000 FY25 FY24 Var (%) Sales 15,696 14,449 9% • FY25 Group sales increased by 9% versus FY24 Gross Profit 3,799 3,112 22% • Gross margin growth continued, up 273 bps on PCP due to Gross Margin % 24.2% 21.5% 273 bps increased
Slide 15: Ongoing Gross Margin Improvement
15 MyEco Group Ltd (ASX: MCO) Ongoing Gross Margin Improvement (Continuing Operations) Gross Margin % 25.4% 23.0% 22.3% 20.5% November 2025 H1 FY24 H2 FY24 H1 FY25 H2 FY25 • Gross margin improvement driven by increased sales volumes and improved customer mix 2025 AGM Presentation
Slide 16: Balance Sheet
16 MyEco Group Ltd (ASX: MCO) Balance Sheet $’000 Jun 2025 Jun 2024 Var % • Cash balance at 30 June 2025 was $3.6m with no bank debt ($2.9m at 30 September 2025) Cash at Bank 3,618 6,108 (41%) • Current ratio of 2.1x compared to 3.8x at 30 June 2024 Trade and Other Receivables 2,554 3,246 (21%) Inve
Slide 17: Cash Flow
17 MyEco Group Ltd (ASX: MCO) Cash Flow $’000 Q1 FY26(1) FY25 FY24 • Closing cash of $2.9m with no bank debt as at 30 September 2025 Opening Cash 3,618 6,108 8,424 • Current level of operating cash outflows reflect a revenue base scaling to match the operating cost structure, which will be Cash Flow
Slide 18: Corporate Overview
18 MyEco Group Ltd (ASX: MCO) Corporate Overview ASX Code: MCO Board & Executive Members Share Price (12 Nov 2025) 1.5 cents Jim Walsh Non-Executive Chairman Market capitalisation $9.0 million Chief Executive Officer & Richard Tegoni Shares on issue 601.6 million Executive Director Stephen Walters E
Slide 19: Q&A
2025 AGM Presentation November 2025 MyEco Group Ltd (ASX: MCO) 19 4. Q&A
Slide 20: Forward Looking Statements Disclaimer
20 MyEco Group Ltd (ASX: MCO) Forward Looking Statements Disclaimer This presentation contains “forward-looking statements.” Such forward-looking statements may include, without limitation: • estimates of future earnings; • estimates of future production and sales; • estimates of future cash costs;
Slide 21: 2025 AGM Presentation
2025 AGM Presentation November 2025 MyEco Group Ltd (ASX: MCO) 21 MYECO GROUP (ASX: MCO) Making Your Everyday Sustainable