Locality Planning Energy Holdings Limited · ASX:LPE
Locality Planning Energy — FY2026 Earnings Presentation
32 slides from Locality Planning Energy's earnings presentation, Oct 14, 2026
Slide 1: 2026 Market Update – FY26 Results and Future Priorities
For personal use only 14 October 2026 ASX ANNOUNCEMENT 2026 Market Update – FY26 Results and Future Priorities Locality Planning Energy Holdings Limited (ASX: LPE) (“LPE” or “the Company”) announces that a recording of its October 2026 investor briefing is now available on InvestorHub. The briefing
Slide 2: About LPE
For personal use only About LPE Locality Planning Energy Holdings Limited (ASX: LPE) is an Australian provider of embedded network and multi-utility infrastructure and services, operating across Australia. LPE funds, installs and operates infrastructure that delivers electricity, water, hot water, s
Slide 3: Market Update: FY2026 Results Presentation and Business Update
rsonal use only Locality Planning Energy Holdings Limited (ASX: LPE) Market Update FY2026 Results Presentation and Business Update For the year ended 30 June 2026 October 2026 Empowering your Everyday 1
Slide 4: Disclaimer and important information
IMPORTANT INFORMATION Disclaimer and important information General disclaimer Non-IFRS information rsonal use only This presentation has been prepared by Locality Planning Energy Holdings Limited (LPE) for information purposes Core earnings is a non-IFRS measure that has not been audited or reviewed
Slide 5: Welcome
INTRODUCTION Welcome rsonal use only PRESENTING TODAY Craig Chambers Chair Sandra Pienaar ACKNOWLEDGEMENT OF COUNTRY Chief Financial Officer LPE acknowledges Traditional Owners of Country throughout Australia and recognises the continuing connection to lands, waters and communities. James Harvey Gro
Slide 6: What we will cover
AGENDA What we will cover rsonal use only 1.0 Business Performance 2.0 Operational Update 3.0 LPE Growth Drivers 4.0 FY2027 and Beyond Empowering your Everyday 4
Slide 7: Business Performance
rsonal use only 1.0 Business Performance Who LPE is, what it operates, and how FY2026 finished. Empowering your Everyday 5
Slide 8: An integrated multi-utility provider, back in statutory profit in FY2026
BUSINESS PERFORMANCE An integrated multi-utility provider, back in statutory profit in FY2026 LPE serves developers, asset owners and communities across Queensland and Northern New South Wales, with a growing presence in South Australia and Tasmania and a first community contracted in Victoria. WHER
Slide 9: We manage, own and operate the utility infrastructure inside communities
BUSINESS PERFORMANCE We manage, own and operate the utility infrastructure inside communities HOW IT FITS TOGETHER rsonal use only Embedded electricity networks Hot and cold water The network inside the community, metered, billed and Centralised hot water plant and water metering across maintained b
Slide 10: Profit and earnings up, costs down
BUSINESS PERFORMANCE Profit and earnings up, costs down ▲ Net profit up 166% to $2.31M ▲ Core earnings up 20% ▼ Costs excluding impairment down 3.6% rsonal use only WHY $M FY2025 FY2026 Movement Lower consumer consumption: Energy volumes across the portfolio were below the prior year, which explains
Slide 11: Gross profit held at $10.3M as revenue eased and margin rose to 25.0%
BUSINESS PERFORMANCE Gross profit held at $10.3M as revenue eased and margin rose to 25.0% Revenue to gross profit, FY2026, $M rsonal use only WHY GROSS PROFIT IS THE MEASURE • The base for growth: each new service $41.13M −$30.83M point adds to the $10.3M of gross profit, not just to revenue. • Rev
Slide 12: Revenue stabilised, margin held and core earnings have improved
BUSINESS PERFORMANCE Revenue stabilised, margin held and core earnings have improved Revenue Gross margin Core earnings rsonal use only $M % of revenue, excluding unrealised derivatives $M, non-IFRS, reported on this basis from FY2024* +20% $40.5M $41.6M $41.1M 30% 26.0% 25.0% $1.62M 20% 24.8% $1.35
Slide 13: Deleveraging took borrowings from $3.94M to $0.10M in 2 years
BUSINESS PERFORMANCE Deleveraging took borrowings from $3.94M to $0.10M in 2 years BORROWINGS, $M, AT 30 JUNE rsonal use only Balance sheet at 30 June FY2025 FY2026 -97.4% Borrowings $2.22M $0.10M $3.94M Debt to total assets 10.4% 0.5% Net tangible assets $6.76M $9.32M $2.22M Net tangible assets per
Slide 14: Service, cash receipts and engagement all improved through FY2026
BUSINESS PERFORMANCE Service, cash receipts and engagement all improved through FY2026 rsonal use only 39 51 74% Net Promoter Score Days sales outstanding Employee engagement ▲ up 28 points, Verian survey of 1,735 customers 6 days or 11% improvement ▲ from 59% THE OPERATING BASE Agreements Energy pr
Slide 15: Operational update
rsonal use only 2.0 Operational update What LPE has signed, what it costs to build, and how fast it converts. Empowering your Everyday 13
Slide 16: Two income streams: embedded network sales, and a return on infrastructure
OPERATIONAL UPDATE Two income streams: embedded network sales, and a return on infrastructure LPE operates embedded networks, earning a margin on the energy and water it sells to residents. rsonal use only Where LPE also funds and owns the utility infrastructure inside a community, it earns a return
Slide 17: Growth comes from three engines: renewals, acquisitions and new build
OPERATIONAL UPDATE Growth comes from three engines: renewals, acquisitions and new build Growth comes from three places, and they carry different capital, different risk and different timing. rsonal use only RENEWALS ACQUISITIONS (BROWNFIELD) NEW BUILD (GREENFIELD) Retaining and repricing network sa
Slide 18: 39,883 service points at June 2026; up to 10,089 more announced since
OPERATIONAL UPDATE 39,883 service points at 30 June 2026; up to 10,089 more announced since SERVICE POINTS, FIRM AND ANNOUNCED PIPELINE FIRM AT 30 JUNE 2026 rsonal use only 39,883 service points 37,501 active plus 2,382 contracted +5,447 49,972 +4,642 402 sites +2,382 377 operating plus 25 contracte
Slide 19: Agreements are twice as long and 2.6x larger than the existing portfolio
OPERATIONAL UPDATE Agreements are twice as long and 2.6x larger than the existing portfolio TARGETED AGREEMENT LIFE, YEARS SERVICE POINTS PER COMMUNITY, AVE rsonal use only 2.0x 2.6x 10 yrs 261 about 5 yrs 99 Traditional portfolio Signed FY2026 Existing portfolio Signed FY2026 27 infrastructure agre
Slide 20: PowerHub: 4,642 service points, half paid only on activation
OPERATIONAL UPDATE PowerHub: 4,642 service points, half paid only on activation SERVICE POINTS ACQUIRED, BY STATUS AT COMPLETION CONSIDERATION, $M rsonal use only 52% of the up to $5.8M consideration is At completion, Active, billing from day one 1,697 $2.8M contingent, payable only as the 2,758 fro
Slide 21: Four announcements since June show the strategy being executed
OPERATIONAL UPDATE Four announcements since 30 June show the strategy being executed 15 July 2026 7 August 2026 13 August 2026 2 October 2026 rsonal use only Three strategic $7.2M Westpac facility PowerHub acquisition Three new long-term development partnerships agreements • 18 sites and about 4,700
Slide 22: LPE Growth Drivers
rsonal use only 3.0 LPE GROWTH DRIVERS Renewals, acquisitions and greenfield, onto one operating platform. Empowering your Everyday 20
Slide 23: Every LPE state is adding people, and national housing supply is rising
LPE GROWTH DRIVERS Every LPE state is adding people, and national housing supply is rising Population growth by state +392,700 rsonal use only persons added, year to 31 March 2026 (annual growth rate in brackets) Australians added in the year to 31 March 2026, up 1.4% Victoria (1.6%) +109,500 Net ov
Slide 24: Every new community and acquisition must pass the same four tests
LPE GROWTH DRIVERS Every new community and acquisition must pass the same four tests rsonal use only TEST 1 TEST 2 TEST 3 TEST 4 Strategic fit Return Risk Delivery Does it extend LPE's portfolio in a Does it clear the return threshold Is the counterparty, contract and Can LPE integrate and run it we
Slide 25: Capital Allocation: growth funded first, then buy-back, then dividends
LPE GROWTH DRIVERS Capital Allocation: growth funded first, then buy-back, then dividends CAPITAL PRIORITIES, IN ORDER rsonal use only 1 Fund the contracted 2 Integrate PowerHub 3 Selective acquisitions 4 Return capital infrastructure pipeline and convert its pipeline that pass all four tests throug
Slide 26: FY2027 and Beyond
rsonal use only 4.0 FY2027 AND BEYOND Housing growth, regulatory change and the FY2027 priorities. Empowering your Everyday 24
Slide 27: Four FY2027 priorities convert FY2026 contracts into recurring revenue
FY2027 AND BEYOND Four FY2027 priorities convert FY2026 contracts into recurring revenue Turn the capital committed and contracts signed in FY2026 into recurring revenue. The four priorities, in order: rsonal use only 01 02 03 04 Serve and earn Grow via partnerships Integrate and target Build the pl
Slide 28: Key takeaways
FY2027 AND BEYOND Key takeaways rsonal use only Profitable Funded Contracted Converting Back in statutory profit at Borrowings down to $0.10M, a 39,883 service points firm at 30 FY2027 turns contracted $2.31M, with core earnings up $7.2M Westpac facility in place June and up to 10,089 more service p
Slide 29: Questions
rsonal use only Questions Empowering your Everyday 27
Slide 30: Five questions we expect, and who will answer them
QUESTIONS Five questions we expect, and who will answer them rsonal use only 01 LEADERSHIP Who is leading LPE while the Board searches for a new CEO? Craig 02 BIOHUB LOAN Will any of the BioHub money come back, and what has changed since? Sandra, Craig 03 SCALE AND CONVERSION How big is the business
Slide 31: Board and executive leadership
APPENDIX Board and executive leadership rsonal use only BOARD EXECUTIVE Craig Chambers Sandra Pienaar Chair Chief Financial Officer David Jarjoura James Harvey Non-executive director Group Executive, Development and Sales Nicole Noye Alan Daly Non-executive director Chief Commercial Officer Andrew V
Slide 32: Thank you
rsonal use only INVESTOR HUB investorhub.localityenergy.com.au Thank you EMAIL investors@localityenergy.com.au WEB localityenergy.com.au ENQUIRIES 1300 443 735 Empowering your Everyday 32
Locality Planning Energy Holdings — FY2026 Earnings Presentation on 6ix