Locality Planning Energy Holdings Limited · ASX:LPE
Locality Planning Energy — FY2025 Earnings Presentation
27 slides from Locality Planning Energy's earnings presentation, Sep 8, 2025
Slide 1: Full-Year Results Presentation
For personal use only Locality Planning Energy (ASX: LPE) Full-Year Results Presentation FOR THE PERIOD ENDING 30 JUNE 2025 8 September 2025 Bringing energy into the future
Slide 2: Disclaimer and Important Information
Disclaimer and Important Information This presentation has been prepared by Locality Planning Energy Holdings Limited (LPE). It does not purport to contain all the information that a prospective investor may require in connection with any potential investment in LPE. You should not treat the content
Slide 3: Agenda
For personal use only 1.0 Welcome & Introduction 2.0 Business Update & Financial Results Agenda 3.0 Strategy, FY2026 & Beyond 4.0 Q&A Bringing energy into the future 3
Slide 4: Welcome
For personal use only Welcome LPE acknowledges Traditional Owners of Country throughout Australia and recognises the continuing connection to lands, waters and communities. We pay our respect to Aboriginal and Torres Strait Islander cultures; and to Elders past and present. Bringing energy into the
Slide 5: Introducing our Team
Introducing our Team For personal use only Scott Taylor Sandra Pienaar Craig Chambers Chief Executive Officer (CEO) Chief Financial Officer (CFO) Chair Bringing energy into the future 5
Slide 6: Our History
Our History 1st Customer EV Deployment Shared Solar Exit On-Market Reenergised For personal use only 2014 2016 2021 2022 2025 Australian Energy Regulator Deployed Australia’s first 25 May 2021 - LPE In May 2022, LPE exited the retail Independent Board, revenue up, authorised in November 2014 commerc
Slide 7: Our Vision, Purpose and Values
Our Vision, Purpose and Values For personal use only Our Vision To be the provider of choice Work with customers to deliver Our Purpose better local solutions Integrity Service Growth Our Values Teamwork Performance Bringing energy into the future 7
Slide 8: Benefits of an Embedded Network
Benefits of an Embedded Network What is an Embedded Network (EN)? For personal use only EN are private electricity networks that serve multiple premises, such as in apartment blocks, caravan parks and shopping centres. The site with an EN usually buys energy from an energy retailer and then ‘on-sell
Slide 9: Our Solutions
Our Solutions Our Customer Value Proposition continues to evolve as we work with partners, communities and customers to find new and better solutions to take us into the future, which includes: For personal use only Embedded Networks: Managing everything from Centralised Hot Water: Designing and ins
Slide 10: The Embedded Network Market
The Embedded Network Market Competitive Landscape For personal use only • There are estimated to be crica 17,000 ENs and 500,000 customers within the National Electricity Market (NEM) • Within Qld it is estimated that there are 3,000 EN and 187,000 customers • Based on publicly available information
Slide 11: 2.0 Business Update & Financial Results
For personal use only 2.0 Business Update & Financial Results Scott Taylor, CEO Sandra Pienaar, CFO 11 Bringing energy into the future
Slide 12: Our Business Performance
Our Business Performance At the end of FY2025 we have: The FY2025 priorities were: For personal use only • Cultural Renewal through investing in our team, culture and requisite capabilities as a key enabler to performance. • Realignment towards profitable growth and the LPE Way, 25,410 33,268 foster
Slide 13: Financial Overview
Financial Overview Energy Revenue of $42m which is up 2.7% For personal use only Core earnings Group profit of Cash $3.58m $4.45m increased by 32% from $1.02m to $1.35m excluding non-cash impairments up by 28% Second consecutive year of positive core earnings Capacity to pay existing debt facility f
Slide 14: Our Key FY2025 Results
Our Key FY2025 Results Despite a slight decline in service points, there has been a 2.7% increase in Revenue to $41.64m For personal use only Group profit of $3.58m excluding non-cash impairments Core earnings increased by 32% from $1.02m to $1.35m An impairment of ($7.08m) for the Bundaberg Biohub
Slide 15: Summary of Financial Results
Summary of Financial Results 4.0 For personal use only FY2025 Performance Highlights Group profit $3.6m 3.5 • Revenue of $41.6 million is up 2.7%. 3.0 • Group profit is up 79% to $3.6m. 2.5 Non core Group profit adjustments • Core earnings increased 32% from $1.0m to $1.3m. $2.0m 2.0 • Reduced debt
Slide 16: 3.0 Strategy, FY2026 & Beyond
For personal use only 3.0 Strategy, FY2026 & Beyond Scott Taylor, CEO Craig Chambers, Chair 16 Bringing energy into the future
Slide 17: Our Market: Property
Our Market: Property Density, Dwellings and Population % in SEQ For personal use only 38,000 $134bn 25% 20% New Homes / Infrastructure Year Investment 15% 10% 1,200 $40bn 5% 0% New people / Olympics Gross Week Regional Product High density Population Change Dwelling Stock Source: Queensland Governm
Slide 18: Our Market: Energy
Our Market: Energy By 2050, Distributed Energy Resources will… For personal use only Rooftop solar PV Electric vehicles ownership to be on as a portion of the road fleet up to 12 million homes 97% or 19 million vehicles Save $4.1b In additional grid-scale investment, if consumer batteries are effect
Slide 19: Our Market: Growing Addressable Market
Our Market: Growing Addressable Market For personal use only SEQ Population Battery Capacity Growth x3 New Embedded Networks Registered Annually x6 6-700+ in next 25 years By 2030 New Dwellings Solar Capacity x2 Each Year 34.5k Shift toward greater density via strata-style housing is expected By 203
Slide 20: Our Markets
Our Markets LPE is evolving from selling old energy products to working with developers and communities to develop infrastructure solutions to meet the current and future needs of customers For personal use only New NEM Greenfield Property Market Reforms & Regulatory Changes & New Tech. • Placemakin
Slide 21: Creating and Growing Value
Creating and Growing Value 1. Organic Profitable Growth 2. Strategic Growth For personal use only • Develop new build infrastructure solutions • Product development • New markets • Acquire new customers • M&A • Renewal of existing customers • Joint venture • Sharpen our pricing strategy, buying bett
Slide 22: Our 2030 Growth Strategy
Our 2030 Growth Strategy Expanding the Core Energy Business to a Multi-Utility Platform More Service For personal use only Points & Customers to Infrastructure Capital Virtual Power Plant & Microgrid Solutions Multi Utility as a Services EV Charging Energy Management Solar & Storage Data & Internet
Slide 23: LPE Broadband
LPE Broadband LPE plans to launch a Broadband product by the end of the year For personal use only No Lock In Contracts Unlimited Data Immediate Connection Direct Payment to LPE White Label Back Office Wholesale Infrastructure Providers Bringing energy into the future 24
Slide 24: Our Priorities for FY2026 & Beyond
Our Priorities for FY2026 & Beyond • Continued investment in Scalable Capabilities to enable growth, • Implementation of LPE Broadband as the next step in our multi- For personal use only with a new office delivering 25%+ annual cost saving utility service offering and digital strategy • Customer Ad
Slide 25: Key Takeaways
Key Takeaways: For personal use only Expanding Growing Profitable Disciplined Customer Property & and Cash and Scalable Value Energy Positive Platform Offering Market Bringing energy into the future 26
Slide 26: 4.0 Q&A
For personal use only 4.0 Q&A 27 Bringing energy into the future
Slide 27: Thank you
For personal use only localityenergy.com.au Thank you
Locality Planning Energy Holdings — FY2025 Earnings Presentation on 6ix