Hazer Group Ltd. · ASX:HZR

Hazer — Q3 2025 Earnings Presentation

23 slides from Hazer's earnings presentation, Apr 16, 2025

  1. Slide 1: Investor Webinar Presentation announcement

    Hazer Group Limited (ACN 144 044 600) Level 9, 99 St Georges Tce, WA 6000 PO Box Z5511, St Georges Tce, Perth, WA 6831 INVESTOR WEBINAR PRESENTATION PERTH, AUSTRALIA; 16 April 2025: Hazer Group Ltd ("Hazer" or "the Company") (ASX: HZR) is holding its Investor Webinar commencing at 9:00am (AWST) / 11

  2. Slide 2: Unlocking the clean hydrogen market

    ASX:HZR Hazer Group Unlocking the clean hydrogen market Q3 FY25 Investor Webinar Wednesday, 16 April 2025

  3. Slide 3: Disclaimer

    2 Hazer Group Ltd – Q3 FY25 Investor Webinar Disclaimer Important information This presentation has been prepared by Hazer Group Limited (“Hazer” or “the Company”) Forward Looking Statements Statements contained in this document or made during or in connection Summary Information This document conta

  4. Slide 4: Agenda

    3 Hazer Group Ltd – Q3 FY25 Investor Webinar Agenda Item Q3 FY25 Highlights Hydrogen market update Commercial readiness & Scale-up strategy Projects & pipeline Corporate update CY25 Key priorities Q&A

  5. Slide 5: Q3 FY25 Highlights

    Q3 FY25 Highlights

  6. Slide 6: Q3 FY25 Highlights: Advancing commercialisation

    5 Hazer Group Ltd – Q3 FY25 Investor Webinar Q3 FY25 Highlights: Advancing commercialisation Commercialise • Hazer technology confirmed as commercial-ready following detailed CDP evaluation • Lloyds Register provides independent verification of process and operational stability • Canada Project adva

  7. Slide 7: Executing scale-up strategy in hard-to-abate sectors

    6 Hazer Group Ltd – Q3 FY25 Investor Webinar Executing scale-up strategy in hard-to-abate sectors Strategy: Enablers: MONETISE & • Commercial scale projects in multiple • Canada FID GROW jurisdictions under license agreements • Large scale license deals • Expand global portfolio • 25x Canadian scale

  8. Slide 8: Hydrogen Market Update

    Hydrogen Market Update

  9. Slide 9: Global hydrogen market update

    8 Hazer Group Ltd – Q3 FY25 Investor Webinar Global hydrogen market update Current demand met with a carbon intensive process; steam methane reforming Hydrogen Demand Outlook (Mtpa) 260 Global H2 Demand Market Size 97 200 US$ +168% MTPA billion addressable market Hazer’s future Industry CO2 Emission

  10. Slide 10: Industry pivoting towards methane pyrolysis

    9 Hazer Group Ltd – Q3 FY25 Investor Webinar Industry pivoting towards methane pyrolysis Hazer a global leader in the methane pyrolysis space Rising global demand Scalable, Affordable & Ready Now • 2023 global H2 demand reached 97Mtpa; 2.5% increase year-on-year • Consumption concentrated in traditi

  11. Slide 11: Commercial readiness & scale-up strategy

    Commercial readiness & scale-up strategy

  12. Slide 12: Commercial readiness of the Hazer Process

    11 Hazer Group Ltd – Q3 FY25 Investor Webinar Commercial readiness of the Hazer Process Extensive evaluation validates Commercial readiness of the Hazer Process • 2024 test program performance validates technical readiness level • Independent assessment verifies operational stability & data integrit

  13. Slide 13: Accelerating scale-up strategy

    12 Hazer Group Ltd – Q3 FY25 Investor Webinar Accelerating scale-up strategy Leveraging world class expertise to de-risk and accelerate • Engineering for the commercial reactor design progressed & Altrad engaged for construction and installation works at the CDP • Global fluidisation experts Particu

  14. Slide 14: Commercial Projects & Pipeline

    Commercial Projects & Pipeline

  15. Slide 15: Forward momentum at the Canada project

    14 Hazer Group Ltd – Q3 FY25 Investor Webinar Forward momentum at the Canada project Key performance test results demonstrate Hazer Process viability at FortisBC facility • Commercial reactor test program successfully completed • Characterisation of heat transfer behaviour over a range of process op

  16. Slide 16: Strong and diversified customer pipeline

    15 Hazer Group Ltd – Q3 FY25 Investor Webinar Strong and diversified customer pipeline Existing project portfolio of over 1 million tonne per annum total capacity (~1% of existing demand) Diversification Reduces Risk Key Industry Sectors 3% Regions 15% 19% Sectors Middle East Iron & Steel making Asi

  17. Slide 17: Corporate Update

    a cS) xe] Q > a o 9) Q S) 6)

  18. Slide 18: Global IP portfolio strengthens competitive edge

    17 Hazer Group Ltd – Q3 FY25 Investor Webinar Global IP portfolio strengthens competitive edge Strategic patents in key markets to strengthen our commercial opportunities globally Extensive global patent portfolio • Key patents awarded in the United States & Japan • H2 and graphite production using

  19. Slide 19: Corporate focus

    18 Hazer Group Ltd – Q3 FY25 Investor Webinar Corporate focus Strong liquidity and Government support underpin our commercialistion strategy • Period of global uncertainty; cost discipline and robust liquidity • $10.3mln cash position (31st March 25) bolstered by non- dilutive grant inflows and reve

  20. Slide 20: 2025 strategic priorities – Accelerating to scale

    19 Hazer Group Ltd – Q3 FY25 Investor Webinar 2025 strategic priorities – Accelerating to scale Multiple near-term catalysts to unlock value creation 1 Accelerate reactor scale-up to meet demand for large-scale commercial projects Commercialising Technology 2 Unlock value potential in graphite produ

  21. Slide 21: Investment case

    20 Hazer Group Ltd – Q3 FY25 Investor Webinar Investment case Low-cost, clean H2 technology with strong competitive advantage Commercially ready today and co-locates with end- user infrastructure “Capex-lite” license model unlocks early cash-flow Tier-1, global partnerships across strategic markets

  22. Slide 22: t> Q

    3 t> Q

  23. Slide 23: Hazer Group Ltd

    Hazer Group Ltd ASX:HZR Investor Relations Enquiries: contact@hazergroup.com.au Media Enquiries: anah@wecommunications.com

Hazer Group — Q3 2025 Earnings Presentation on 6ix