Slide 1: FY26 Results Presentation
rsonal use only FY26 RESULTS PRESENTATION Increasing the performance and wear life of capital-intensive machinery components. 20 AUGUST 2026 LASERBOND ASXLBL
Slide 2: Laserbond Overview
LASERBOND OVERVIEW Australiaʼs Leading Surface Engineering Company rsonal use only ŔΔ�мИ�٭ЫȀ ßΔРס�סרּסм� Services Products Provides a range of surface Manufactures and sells an engineering techniques exclusive range of surface for reclamation and engineering products, embedded Adelaide re-engine
Slide 3: Competitive Positioning
COMPETITIVE POSITIONING COMPETITIVE POSITIONING The Moat rsonal use only In-house R&D Powder formulations + laser systems developed internally – no outsourcing of core IP Proprietary Processes Materials methodologies that take years to replicate Integrated Platform Services + Products + Technology L
Slide 4: Full-Year Results
rsonal use only FULL-YEAR RESULTS FY26 RESULTS PRESENTATION LASERBOND ASXLBL
Slide 5: FY26 Financial Highlights
FY26 FINANCIAL HIGHLIGHTS rsonal use only Revenue¹ EBITDA NPBT NPAT $48.2m $10.4m $6.5m $4.9m 10.8% vs pcp 15.1% vs pcp 30.0% vs pcp 27.7% vs pcp EPS ROCE DPS2 Cash³ 4.17cps 13.05% 1.6c $2.9m 27.2% vs pcp 10.88% in FY25 Fully franked $5.6m in FY25 ¹ Revenue does not include revenue from the 40%
Slide 6: FY26 Financial Results
FY26 FINANCIAL RESULTS Revenue of $48.2 million, up 10.8% on FY25, rsonal use only Revenue $M with second-half revenue of $25.2 million reflecting 48.2 continued momentum through the year. 41.9 43.4 38.6 30.7 EBITDA of $10.4 million, up 15.1% on FY25, driven by revenue growth and continued discipl
Slide 7: Balance Sheet Summary
BALANCE SHEET SUMMARY $m FY26 FY25 Total assets increased to $63.9 million, up 1.6% on the pcp, rsonal use only driven by a 4.8% increase in current assets to $26.1 million. Cash & Equivalents 2.9 5.6 Current assets 26.1 24.9 Trade receivables reduced to $10.9 million (pcp: $13.5 million) Non-curren
Slide 8: Operational Highlights
rsonal use only OPERATIONAL HIGHLIGHTS FY26 RESULTS PRESENTATION LASERBOND ASXLBL
Slide 9: Services
SERVICES FY26 performance Services Revenue $M rsonal use only 27.7 27.3 • Revenue down modestly to $27.3 million $27.7m pcp) amid 23.4 a slower than expected recovery in the mining industry. 20.6 • Gross margin expanded to 58%, up from 53.6% in the pcp, 13.7 driven by improved cost control and op
Slide 10: Products
PRODUCTS FY26 performance Products Revenue $m rsonal use only 17.8 17.5 16.5 • Revenue of $17.5 million, up 18.8% on the prior year $14.7 15.0 14.7 million), supported by strong growth from global OEM customers. • Moderated US sales in the second half as one major OEM reduced inventory levels ami
Slide 11: Technology
TECHNOLOGY FY26 performance rsonal use only • FY26 revenue of $3.4m versus $1.1m in FY25. • Modular laser cell for Komatsu completed on time and on budget, passing factory acceptance in June 2026. • Site operation of the Komatsu cell to commence in Q1 FY27. Outlook • Further laser cell projects prog
Slide 12: Research & Development
RESEARCH & DEVELOPMENT Continued investment in R&D reinforces Laserbond's position as a technology-led company. rsonal use only Tungsten carbide alternatives Collaborative R&D relationships Continued investment in developing new formulations, with supporting the development and a focus on two unique
Slide 13: Gateway
GATEWAY FY26 performance Ownership, Rights & Options rsonal use only • Gateway contributed $1.0 million NPAT $0.7m pcp) to Laserbond's results. LBL gained 40% ownership • Parts and services growth particularly strong, a notable turnaround of Gateway in March 2024 supported by increased rebuild work
Slide 14: Strategy & Outlook
rsonal use only STRATEGY & OUTLOOK FY26 RESULTS PRESENTATION LASERBOND ASXLBL
Slide 15: Strategic Update
STRATEGIC UPDATE Strategic intent: Position Laserbond as a globally relevant technology and solutions leader rsonal use only Growth Priorities Why LaserBond Focus areas Roadmap • Global OEM offering of • Vertically integrated: • Faster commercialisation • Near term: turnkey smart laser laser cell de
Slide 16: FY27 Growth Drivers
FY27 GROWTH DRIVERS rsonal use only Technology licensing expansion Tungsten carbide alternatives Products division momentum Further global laser cell XClad coatings and hard chrome Continued OEM demand as US opportunities, with discussions replacement technology customers work through current under
Slide 17: Why Invest In Laserbond
WHY INVEST IN LASERBOND INVESTMENT CASE Proprietary IP, Multiple Revenue Streams, Strong Balance rsonal use only Defensible Position Margin Leverage Sheet In-house R&D across laser Services + Products + Net assets $45.1m 30 Jun 26, systems, powder formulations Technology Licensing + no financial d
Slide 18: Appendices
rsonal use only APPENDICES FY26 RESULTS PRESENTATION LASERBOND ASXLBL
Slide 19: Performance Summary
PERFORMANCE SUMMARY Sales Revenue EBITDA NPBT Earnings Per Share Cash on Hand rsonal use only $M $M $M Cents $M $M 25.2 3.2 3.6 2.5 2.3 21.7 23.2 20.0 5.6 5.2 3.5 3.1 2.0 5.3 3.7 1.6 17.3 5.3 5.7 2.4 8.9 3.3 5.7 5.8 5.6 20.3 21.0 23.0 5.2 2.7 1.8 1.9 18.7 4.6 4.2 1.9 2.2 1.6 1.5 13.4 3.4 3.3 1.3 0.9
Slide 20: Five-Year Earnings
FIVE-YEAR EARNINGS A$000 FY22 FY23 FY24 FY25 FY26 rsonal use only Sales Revenue 30,711.1 38,612.4 41,983.6 43,475.6 48,170.0 Gross profit 16,701.2 20,463.0 21,642.0 22,786.9 24,596.0 Operating Expenses 8,024.8 10,266.1 12,192.1 13,778.3 14,236.9 EBITDA 8,676.4 10,196.9 9,449.7 9,008.6 10,3
Slide 21: Five-Year Balance Sheet / Cash Flows
FIVE-YEAR BALANCE SHEET / CASH FLOWS A$000 FY22 FY23 FY24 FY25 FY26 rsonal use only Cash & Equivalents 5,683.8 8,929.2 5,759.1 5.634.8 2,931.8 Current assets 22,367.7 25,715.3 22,237.0 24,546.5 26,072.4 Non-current assets 23,455.8 26,117.2 38,589.8 38,331.0 37,808.8 Total assets 45,823.5 51,832.5 60
Slide 22: Disclaimer
Disclaimer DISCLAIMER No responsibility for contents Accuracy of projections No offer to sell or rsonal use only of Investor Presentation and forecasts invitation to buy To the maximum extent permitted by law, This Investor Presentation may include certain This Investor Presentation does not, and La
Slide 23: Laserbond Snapshot
LASERBOND SNAPSHOT* rsonal use only Company Information Directors and Executives Share Register Composition Non-executive Shares on Issue 118.6m Philip Suriano Chairman Directors 11% Market Cap $68.0 Wayne Hooper Executive Director Director Related Non-Executive Parties Share price $0.57 Ian Neal 16
Slide 24: Further Information
rsonal use only Further Information Peter Arambatzis Ben Larsen Chief Financial Officer Investor and Media Relations 61 2 4631 4500 61 439 789 842 Email: petera@laserbond.com.au Email: benl@nwrcommunications.com.au www.laserbond.com.au ENGINEERED RESILIENCE Laserbond Sydney Queensland Adelaïde Vic