Rubicon Water Limited · ASX:RWL
Rubicon Water — Shareholder Meeting (November 2025)
19 slides from Rubicon Water's shareholder meeting presentation, Nov 19, 2025
Slide 1: Annual General Meeting Chair & CEO Address
v For personal use only Annual General Meeting Chair & CEO Address Wednesday, 19 November 2025, 2:00pm Rubicon Water Limited (ACN 651 852 470)
Slide 2: Chair Review
Chair Review Dear Shareholders, It is my pleasure to address you at my first Annual General Meeting as Chair of Rubicon Water Limited, following my appointment in April this year. Having previously served as a non-executive director, it is a privilege to now lead the Board during this pivotal period
Slide 3: CEO Address
CEO Address Good afternoon and thank you for joining us today for Rubicon Water’s FY25 Annual General Meeting. During FY25 Rubicon delivered record revenue performance in the United States, achieving A$31.7 million, up from A$25.6 million in FY24. The US market represents a substantial opportunity f
Slide 4: CEO Address (continued)
– a milestone in an ongoing partnership that continues to deliver new opportunities for innovation. To show what this level of innovation looks like in practice, we visited Murrumbidgee Irrigation to capture the project on film. I’m pleased to show you this video, which demonstrates how our technolo
Slide 5: CEO Address (continued)
The Indian market continues to be a significant part of our growth plans and as we work towards the contracting of significant new pipeline opportunities, we are very focussed on ensuring we evolve our commercial terms to allow us better manage the risks associated with this market. Meanwhile, our s
Slide 6: FY25 Annual General Meeting Presenters
For personal use only NSW, Australia2 RUBICON WATER FY25 Annual General Meeting 19 November 2025 Presenters Tony Morganti, Chair / Bruce Rodgerson, CEO
Slide 7: Making Water Available to the World
3 CELEBRATING 30 YEARS For personal use only MAKING WATER AVAILABLE TO THE WORLD $1.17bn+ 300+ 70% 35k+ 22 2Mha+ Infra & services Employees Revenue Products Countries across Irrigated land globally globally outside of ANZ installed 6 continents serviced
Slide 8: The World's Available Freshwater Resources
4 THE WORLD’S AVAILABLE FRESHWATER RESOURCES For personal use only • Demand exceeds supply • Growing water stress • Food security pressures URBAN IRRIGATED CROP CONSUMPTION CONSUMPTION The solution to addressing global water scarcity and food security lies in ~1/3 ~1/3 addressing the inefficiencies
Slide 9: FY25 Operational Highlights
5 FY25 OPERATIONAL HIGHLIGHTS USA – Arizona, FarmConnect Italy – Agropontino A$3.1m on-farm modernisation with Gila A$6.0m project automating 25,000 For personal use only River. Backing up A$4.2m Fondemonte USA – California, TID acres, targeting 20% less water use project. A$2.8m Total Channel Contr
Slide 10: Murrumbidgee Irrigation – Automation Complete
6 MURRUMBIDGEE IRRIGATION – AUTOMATION COMPLETE In November 2024, Murrumbidgee Irrigation (MI) announced the completion of its decade -long automation program use only MANUAL OPERATIONS 1,700KM+ channels 2,300 irrigators “A big win for the region. It means more water going back to the environment, J
Slide 11: FY26 Operational Update
7 FY26 OPERATIONAL UPDATE For personal use only Italy Latin America North America Five contracts secured, latest in Torinese Secured A$1.8M for Phase 2, following A$2.5M Secured A$2.3M contract with Glenn-Colusa (A$1.29M); FY26 Italian projects total Phase 1 delivery in FY25; largest Latin American
Slide 12: Aligning with Corporate Water Positive Goals
8 ALIGNING WITH CORPORATE WATER POSITIVE GOALS Water is an increasing focus of corporate sustainability commitments. For personal use only • Leading companies are pursuing 2030 water-positive targets, with investment directed toward basin-level replenishment projects in the regions where they operat
Slide 13: Asia Segment Update
9 ASIA SEGMENT UPDATE India China For personal use only September 2025 - India Australia Business and Community October 2025 - New JV signing ceremony with TUS Water Alliance (IABCA) Award for Excellence in Innovation. Internet Co. Ltd and Guoxin Runze Investment Co. Ltd.
Slide 14: Pipeline Evolution
Arizona, USA10 PIPELINE EVOLUTION For personal use only
Slide 15: Sales Pipeline: Major Projects of Focus
11 SALES PIPELINE: MAJOR PROJECTS OF FOCUS FY26 YTD 22 Near-Term Major Projects (A$m) 22 30 June 2025 vs. 19 November 2025 For personal use only Major Projects Major Projects at 30 June 2025 at 19 November 2025 Close | Likely | Possible | Expected Next FY ($184m) ($184m) Won – FY26 YTD | Moved to me
Slide 16: Outlook
12 OUTLOOK For personal use only Strong market fundamentals EMEA momentum Water stewardship Well-positioned to capture growth as industries Anticipate continued expansion in the First contract funded by a private entity adopt water stewardship initiatives and EMEA region following recent contract un
Slide 17: Important Notice and Disclaimer
13 IMPORTANT NOTICE AND DISCLAIMER This presentation has been prepared by Rubicon Water Limited (Company) to provide summary ‒ if you are outside Australia, you are a person to whom the provision of the information in this For personal use only information about the Company and its associated entiti
Slide 18: Important Notice and Disclaimer
14 IMPORTANT NOTICE AND DISCLAIMER None of the Advisers have authorised, permitted or caused the issue or lodgement, submission, dispatch None of the Company, or any other Limited Party, makes any representation or warranty as to the For personal use only or provision of this presentation and there
Slide 19: Contact
For personal use only 15 www.rubiconwater.com CONTACT Bruce Rodgerson Andrew Bendall CEO CFO Bruce.Rodgerson@rubiconwater.com Andrew.Bendall@rubiconwater.com © 2025 Rubicon Water. RUBICON logo and BayDrive, BladeMeter, BladeValve, CableDrive, FarmConnect, FerIT, FlumeGate, FlumeMeter, FormiPanel, Mi