Xrf Scientific Limited · ASX:XRF
Xrf Scientific — Investor Presentation (February 2025)
20 slides from Xrf Scientific's investor presentation, Feb 18, 2025
Slide 1: Investor Presentation February 2025
Investor Presentation February 2025
Slide 2: Our Technology
Our Technology Sample Preparation Technology Mining and Manufacturing Chemical Analysis Raw Prepared Samples Samples Minerals: Materials: Iron ore Cement Analysis Techniques: Gold Steel XRF Nickel Glass ICP Copper Ceramics Fire Assay Aluminium Research Photon Assay Bauxite Education Manganese Uraniu
Slide 3: Lab Products: Orbis Sample Preparation Products
Lab Products Orbis Sample Preparation Products For mineral analysis labs (XRF, ICP, Fire Assay, Photon Assay) Sample Weighing Station Samples are weighed and the final sample weight is entered into the PLC Laboratory Crusher Samples crushed from size of up to 110mm down to <2mm Laboratory Jaw Smart
Slide 4: Lab Products: Sample Preparation Products
Lab Products Sample Preparation Products For mineral and material analysis labs (XRF, ICP) Platinum Labware X-Ray Flux Recycling service of turning used platinum products into new items Fusion Machines 4
Slide 5: Lab Products: Analytical Instruments (XRTGA 1100)
Lab Products Analytical Instruments XRTGA 1100 Thermogravimetric Analyser Used for thermal analysis of moisture, volatiles, ash, fixed carbon or loss on ignition Used in existing mining / construction material industries and new markets such as production quality control of food, plastics and agricu
Slide 6: Lab Products: Analytical Instruments (pH/EC Robots, CS1232)
Lab Products Analytical Instruments AS Series pH and EC Robots Used for pH and electrical conductivity testing in liquid and solid samples. Testing application examples: • Soil and environmental • Beverages (beer, wine) • Drinking water • Water purification processes • Waste water treatment plants C
Slide 7: Laboratory Products Flowchart
Laboratory Products Flowchart XRF Analysis Elemental analysis of: Iron ore Base metals Rare earths Dose flux into platinum Fuse crucible contents Analyse prepared Mineral sands crucible, add sample into solid glass bead sample with XRF Cement spectrometer* Steel Carbon Sulphur Analysis Carbon or Sul
Slide 8: Platinum Products
Platinum Products Precision Products for Industry Aerospace Glass Production Crystal Growing Measurement Components Bushings Vessels Instrument Components Chemical Laboratory Research and Niche Applications / Production Components Development Custom Designs Vessels 8
Slide 9: FY25 H1 Highlights
FY25 H1 Highlights Record half-year revenue and profit Strong demand from mining and industrial customers International sales growth in numerous developing markets Installed base of machines is generating additional recurring revenue in the form of consumable sales and platinum labware recyc
Slide 10: FY25 H1 Financial Highlights
FY25 H1 Financial Highlights 31,492 28,170 28,624 28,700 27,091 21,474 Revenue of $28.7m 18,535 NPBT up 13% to $7.0m vs 1H24 NPAT up 12% to $5.0m vs 1H24 Operating cash inflow up 105% to $4.4m vs 1H24 1H22 2H22 1H23 2H23 1H24 2H24 1H25 Revenue ($'000) Record quarterly profit before tax of
Slide 11: Half Year Results - Overview
Half Year Results - Overview Half Year Results Full Year Results ($m) 1H25 1H24 Change 2024 2023 2022 Revenue 28.7 28.6 0% 60.1 55.3 40.0 Profit before tax 7.0 6.1 13% 12.6 11.1 8.2 Net profit after tax 5.0 4.5 12% 8.9 7.7 6.1 Earnings per share (cents) 3.6 3.3 10% 6.4 5.6 4.5 Weighted average no. o
Slide 12: Balance Sheet
Balance Sheet ($m) 1H25 2024 Change Net cash position of $6.9m Cash and cash equivalents 8.1 12.0 (33%) $1.2m debt for Melbourne platinum factory Trade and other receivables 9.1 9.6 (5%) remains in short-term, with new expiry of 31 Inventories 17.8 17.0 5% March 2025. A new longer term is still
Slide 13: Cash Flow Statements
Cash Flow Statements ($m) 1H25 2H24 1H24 Net cash inflow from operating activities 4.4 5.9 2.2 Net cash (outflow) from investing activities (1.5) (0.5) (1.1) Net cash (outflow) from financing activities (6.8) (1.7) (3.1) Cash at start of period 12.0 8.3 10.4 Net increase/(decrease) in cash (3.9) 3.7
Slide 14: Consumables
Consumables ($m) 1H25 2H24 1H24 Overview for 1H25: Sales revenue 9.6 9.2 9.6 Revenue flat on 1H24 Change in % * 4% (3%) 4% NPBT up 25% on 1H24 Continued robust demand from the mining sector driven by NPBT 3.6 2.9 2.9 production and exploration Change in % * 26% (1%) 6% Record product volum
Slide 15: Precious Metals
Precious Metals ($m) 1H25 2H24 1H24 Overview for 1H25: Sales revenue 10.3 11.1 10.4 Revenue** flat on 1H24 Change in % * (7%) 8% 0% NPBT down 4% on 1H24 Continued strong demand for both new product and NPBT 1.7 1.8 1.8 recycling sales Change in % * (6%) 3% (11%) Recurring orders from minin
Slide 16: Capital Equipment
Capital Equipment ($m) 1H25 2H24 1H24 Overview for 1H25: Sales revenue 10.1 12.1 9.7 Revenue up 5% on 1H24 Change in % * (17%) 25% 1% NPBT up 5% on 1H24 Strong machines sales globally. Incoming new orders for NPBT 1.8 2.9 1.7 xrFuse at a lower but normalised run rate. Other product lines eit
Slide 17: Growth Strategy for FY25
Ramp-up sales strategy on xrTGA Growth Strategy Grow Orbis laboratory crusher sales for FY25 Integration of Labfit into our sales network Continue with geographical expansion initiatives New product releases Continue to pursue M&A opportunities. Our targets are complementary manufacturin
Slide 18: Corporate Overview
Corporate Overview Dividends Shareholder Wealth EBIT Earnings Per Declared Per Share Price Market Share Capitalisation Share Financial Year $ Cents Cents $ $ 2018/19 3,249,762 1.6 1.0 0.20 26,765,160 2019/20 4,602,319 2.3 1.4 0.24 32,118,193 2020/21 6,818,111 3.8 2.0 0.47 63,916,519 2021/22 8,259,76
Slide 19: Contact Information
Contact Information Tel: (08) 9244 0600 86 Guthrie Street, Osborne Park WA Vance Stazzonelli – CEO vance@xrfscientific.com 19
Slide 20: Disclaimer
Disclaimer No responsibility for contents of Investor Presentation •To the maximum extent permitted by law, XRF Scientific Limited and representatives: •make no representation, warranty or undertaking, express or implied, as to the adequacy, accuracy, completeness or reasonableness of this Investor
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