Aeris Environmental Ltd · ASX:AEI
Aeris Environmental — Shareholder Meeting (November 2025)
29 slides from Aeris Environmental's shareholder meeting presentation, Nov 27, 2025
Slide 1: 2025 Annual General Meeting
IoT Reinvented 2025 ANNUAL GENERAL MEETING 27 NOVEMBER 2025 Universal Building Intelligence
Slide 2: Important Notice and Disclaimer
IMPORTANT NOTICE AND DISCLAIMER IMPORTANT NOTICE AND DISCLAIMER This presentation has been prepared by Aeris Environmental Ltd. You must read and accept the conditions in this notice before considering the information. NO OFFER This Presentation is not a prospectus, product disclosure statement, or
Slide 3: Chair Address
IoT Reinvented CHAIR ADDRESS Maurie Stang Non-Executive Chair
Slide 4: Government regulatory requirements mandate energy efficiency reporting
Government regulatory requirements have now mandated reporting on energy efficiency metrics and targets: • Australia: AASB S2 (Accounting Standard) • EU: CSRD & ESRS (Sustainability Standard) • USA: SEC 2024 (SEC Ruling on emissions reporting) • Asia: ISSB-aligned (SGP, China, India: Financial Repor
Slide 5: Strategic Partner
STRATEGIC PARTNER Aeris enters a strategic partnership with Delos, and its world-leading standard for buildings, the “WELL Standard” The WELL Building Standard is a global, evidence-based certification system that sets performance requirements for buildings and organizations to enhance human health,
Slide 6: US Channel Partner
US CHANNEL PARTNER Syncromesh Launches in USA Market H4 Enterprises in based in North Carolina, USA. They have significant expertise in the commercial facility management, building upgrade and US government contracting. • H4 Enterprises has been on-boarded as a trained, channel partner in the US. •
Slide 7: CEO Address
IoT Reinvented CEO ADDRESS Andrew Just CEO
Slide 8: FY25 Strategic Execution
FY25 STRATEGIC EXECUTION Strategic transformation delivering momentum KEY FY25 ACHIEVEMENTS AerisTech Joint Venture Commercial Gross margins R&D investments International launched September deployments across maintained above 50% delivering expansion gaining 2024 - securing 60% enterprise clients ta
Slide 9: Market Opportunity
MARKET OPPORTUNITY Global smart building market transformation underway MARKET FUNDAMENTALS: • Global building automation systems market: US$88 billion (2025) → US$155 billion (2032) • Australian addressable market: A$2.16 billion (2024) → A$3.15 billion (2030) • +80% of commercial buildings globall
Slide 10: Providing customers the ability to measure, verify and act on carbon footprint
PROVIDING CUSTOMERS WITH THE ABILITY TO MEASURE, VERIFY AND ACT ON THEIR CARBON FOOTPRINT HARDWARE SOFTWARE CONSUMABLE Wireless hardware Connectivity as Software as a Service Specialty Chemicals ecosystem a Service (CaaS) (SaaS) • Syncromesh • Annuity revenue • Monitoring: hardware ecosystem through
Slide 11: Aeris Environmental Specialty Chemicals: Asia-Pacific Commercial Scale-Up
AERIS ENVIRONMENTAL SPECIALTY CHEMICALS ASIA-PACIFIC COMMERCIAL SCALE-UP Major Beverage Manufacturer Win: • Secured certification and qualification with global beverage leader following successful plant trials in China, demonstrating superior performance of new-generation specialty hard surface disi
Slide 12: Aeris Environmental Specialty Chemicals: Corrosion Protection
AERIS ENVIRONMENTAL SPECIALTY CHEMICALS CORROSION PROTECTION – ENTERPRISE MOMENTUM Strong Customer Acquisition: • Five new enterprise customers secured for corrosion protection range during FY25, representing significant expansion of customer base and market penetration Substantial Middle East Order
Slide 13: Technical Update
IoT Reinvented TECHNICAL UPDATE Mark Blum AerisTech COO
Slide 14: Syncromesh Ecosystem
SYNCROMESH ECOSYSTEM Syncromesh is the next generation wireless mesh platform designed to deliver real-time intelligence, with military-grade security, across commercial, industrial, and mining environments. 14
Slide 15: Technology Leadership
TECHNOLOGY LEADERSHIP Syncromesh: The wireless smart building platform TECHNOLOGY OVERVIEW • Patented globally, developed and proven in Australia, active sites in USA • Secure, self-healing wireless mesh network - no disruption to existing infrastructure • Vendor-agnostic "smart canopy" - compatible
Slide 16: Syncromesh Ecosystem: One Platform, Unlimited use cases
SYNCROMESH ECOSYSTEM One Platform, Unlimited use cases 16
Slide 17: Proven Technology
Proven Technology Award Winning “AT&T has reviewed the Syncromesh solution and found that it addresses key market needs at a lower cost Technology and higher ROI than alternate solutions. It is easy to deploy, extend to new use cases and technically superior to other solutions we have worked with.”
Slide 18: Commercial Update
IoT Reinvented COMMERCIAL UPDATE Marc Stang AerisTech – Commercial Adviser
Slide 19: Market Opportunity
MARKET OPPORTUNITY Global addressable market with accelerating regulatory drivers INITIAL TARGET VERTICALS • Quick Service Restaurants - standardized deployment, rapid ROI • Commercial Real Estate - ESG compliance, asset value protection • Industrial & Manufacturing - energy cost reduction, operatio
Slide 20: Global Strategic Alignment with Electrical Wholesale Channel
Global Strategic Alignment with Electrical Wholesale Channel Leveraging the electrical wholesale channel to distribute and sell Syncromesh, disrupting traditional sales models by tapping into an extensive “greenfield network” DISRUPTIVE UNTAPPED VAST REACH & POTENTIAL MARKET DISTRIBUTION NETWORK • T
Slide 21: Revenue Model
Revenue Model Ecosystem - Initial hardware ranges from $2-$10k per site or zone of capex - SaaS and dashboard ranges from $1-$10k per site per annum (building on entry level functions) - Specialty Industrial applications range from $12-$60k per annum - Upgrade path to build on core functionality dri
Slide 22: Actionable Analytics Drives Adoption
Actionable ANALYTICS, DRIVES ADOPTION Data aggregation across multiple sites, driving bottom-line results for customers Real-time data - delivers measurable savings • Quick view per location • Carbon emissions • Customer experience o People count o Dwell time per customer o Privacy assured • Power c
Slide 23: Embedded lighting with chip
Embedded lighting with chip Our Syncromesh embedded chip technology allows for Syncromesh functionality to be added to a broad range of “off the shelf” lighting and control hardware by leading manufacturers, with no major product modification required. Adoption by leading lighting manufacturers, all
Slide 24: Leading Australian Bank
LEADING AUSTRALIAN BANK Syncromesh provides a comprehensive, cloud enabled, digitalization and dashboard, from a single vendor and platform. A highly secure and flexible system, future proof, compatible the broadest range of IOT sensors. Custom, security enabled, Integration for Carbon reporting and
Slide 25: Mining and Industrial
Mining and Industrial Syncromesh driven detection and warning system Addressable Market for mining operations. • 3-400 Operational sites across Australia with thousands Provides automated local alerts for nearby risks and globally incidents via a resilient on-site mesh network. • Expandable to globa
Slide 26: Performance Update
IoT Reinvented PERFORMANCE UPDATE Andrew Just CEO
Slide 27: Financial Performance
FINANCIAL PERFORMANCE Strategic investment phase FY25 FINANCIAL RESULTS Q1 FY26 PERFORMANCE Total revenue: Revenue: A$3.26 million (up 3% YoY) A$0.70 million (52% gross margin) Gross margin: Cash: A$1.14 million 51% (above 50% target, despite inflation) Operating expenses controlled Operating expens
Slide 28: Summary
SUMMARY Unique product ecosystem Syncromesh platform Synergy & capability Platform controls • Developed a unique and • Aeris has full internal market focused ecosystem • Platform insights inform • Synergy and capability is control of the of products, services, and customers of direct unmatched in th
Slide 29: Contact Us
IoT Reinvented CONTACT US Andrew Just, CEO: info@aeris.com.au Melanie Singh, Investor Relations: melanie@nwrcommunications.com.au Website: www.aeris.com.au | ASX Code: AEI
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