Advanced Energy Minerals Ltd · ASX:AEM
Advanced Energy Minerals — H1 2026 Earnings Presentation
17 slides from Advanced Energy Minerals's earnings presentation, Aug 31, 2026
Slide 1: Interim Results Presentation - 31 August 2026
Interim Results Presentation - 31 August 2026 Half-year ended 30 June 2026 INVESTOR PRESENTATION
Slide 2: Important Notices and Disclaimer
Important Notices and Disclaimer This presentation (Presentation) has been prepared by Advanced Engineered Materials Ltd (ACN 095 Future Performance 907 565) (AEM or the Company) and provides general information about the Company and its business. The Presentation contains certain “forward-looking s
Slide 3: Important Notices and Disclaimer (cont.)
Important Notices and Disclaimer (cont.) No Warranty and Disclaimer Effect of Rounding No party other than AEM has authorised or caused the issue, lodgement, submission, dispatch or A number of figures, amounts, percentages, estimates, calculations of value and fractions in this provision of this Pr
Slide 4: 1H 2026 Results
1H 2026 Results INVESTOR PRESENTATION
Slide 5: 1H 2026 Highlights
1H 2026 Highlights Sales, orders and the customer pipeline all grew strongly as qualified customers moved into commercial supply Sales and orders - half-year ended 30 June 2026 Customer pipeline at 30 June 2026 12.5 t A$460k 17.6 t 210 ~US$160m 44 HPA sold in 1H 2026 Revenue, up 85% on PCP Orders re
Slide 6: Sales and Order Performance
Sales and Order Performance Third consecutive half of revenue growth, led by Asia, as qualified customers began commercial supply Sales continued to increase through the first half, with 12.5 tonnes of HPA sold for Growth was slower than the Company had expected. Key customers took revenue of A$460k
Slide 7: 1H 2026 Results
1H 2026 Results Loss up 47% PCP, impacted by A$2.4m non-cash items. Cash costs well controlled Consolidated statement of profit or loss (A$’000) 1H 2026 1H 2025 Change Revenue 460 248 +85% Other income 260 157 +66% Total income 720 405 +78% Employment expenses (7,266) (6,078) +20% Share-based paymen
Slide 8: Cash Flow
Cash Flow Operating outflow held flat year on year during plant ramp up while capital expenditure fell by half The half in cash terms ✓ Operating cash outflow of A$13.3m, down 2% on the prior corresponding period, despite materially higher production activity and a first full period of listed-compan
Slide 9: Balance Sheet and Capital Position
Balance Sheet and Capital Position A$23.7m of cash and A$175.7m of net assets, with the plant substantially built - plant replacement cost estimated C$300m1 Consolidated statement of financial position (A$m) Capital position 30 Jun 2026 31 Dec 2025 ✓ A$23.7m cash at 30 June 2026; A$175.7m net assets
Slide 10: AEM and the HPA Market
AEM and the HPA Market INVESTOR PRESENTATION
Slide 11: Sustained Growth in Customer Pipeline
Sustained Growth in Customer Pipeline 216 projects at the end of July, up from 210 at 30 June with 40% growth in advanced stages - commercial relationship and industrial trials - since January …across the applications pulling Focus on commercialisation has forged a robust customer pipeline… HPA dema
Slide 12: Trends We Are Seeing
Trends We Are Seeing Three emerging tailwinds are accelerating AEM’s customer engagement success 1. Expected global HPA supply crunch now becoming a reality Customers are showing concern about their ability to secure the HPA they need. A leading global supplier is rationalising its customer base by
Slide 13: Outlook
Outlook INVESTOR PRESENTATION
Slide 14: Outlook
Outlook A significant step-up in sales is expected in the second half, accelerating through 2027 Sales are expected to increase significantly in 2H 2026 to approximately Near-term milestones 40 to 60 tonnes, accelerating further in 2027 as existing qualified customers complete tooling up, and custom
Slide 15: Delivering outcomes in 2H 2026
Delivering outcomes in 2H 2026 INVESTOR PRESENTATION
Slide 16: Investment Highlights
Investment Highlights ✓ Innovative HPA producer capable of purities up to 5N and ultra-low alpha HPA at less than 1 ppb uranium and thorium Emerging Leader in 1 ✓ Commercial-scale capacity of 2,000 tpa at Cap-Chat, with plant modifications completed in 1H 2026 to enable commercial-scale ultra-low HP
Slide 17: Investor and Media Enquiries
Investor and Media Enquiries Emmanuel Duvnjak - Head of Communications and Investor Relations +61 412 734 200 · eduvnjak@aemhpa.com · aemhpa.com LinkedIn · YouTube
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