European Green Transition Plc · LSE:EGT
European Green Transition — Investor Presentation (May 2026)
20 slides from European Green Transition's investor presentation, May 2026
Slide 1: Building a High-Growth & Profitable Critical Infrastructure Platform
Building a High-Growth & Profitable Critical Infrastructure Platform (AIM:EGT) May 2026
Slide 2: Disclaimer
Disclaimer Disclaimer The contents of this presentation and the information which you are given at the time of the presentation have not been approved by an authorised person within the meaning of the Financial Services and Markets Act 2000 (the “Act”) or by any regulatory authority or securities ma
Slide 3: A Fast Growing Critical Infrastructure Company
A Fast Growing Critical Infrastructure Company AIM: EGT FINANCIALS 1 Critical Infrastructure Focus on established, non-discretionary 2 Recurring Revenue Model Targeting businesses with long-term £7.5m March 2026 services across energy, water, transport & contracted revenue streams delivering Fundrai
Slide 4: The EGT Team
The EGT Team The EGT Team Cathal Friel David Broadbank Jack Kelly Co-Founder & Managing Director Chief Financial Officer Executive Chair 4
Slide 5: EGT's Acquisition of a Critical Infrastructure Services Platform
EGT’s Acquisition of a Critical Infrastructure Services Platform ACQUIRED FROM REVENUE EBITDA Arena Capital Partners FY25: £14.7m FY25: £0.9m Adj. EBITDA (in liquidation) Visibility on substantial increase in 2026 FY24: £1.5m EBITDA The Acquisition Geographic Footprint EGT have acquired the O&M Busi
Slide 6: Key Investment Highlights
Key Investment Highlights ~900 78 £14.7m FY25 revenue with large client base onshore wind skilled 1 Multi-year relationships supporting recurring revenue and project work turbines serviced professionals c.£26m worth of repowering heads of terms signed 2 Strong visibility with heads of terms signed w
Slide 7: Earthmill
Core Services EARTHMILL Contracted O&M across UK & Ireland Multi-brand turbine servicing (Endurance, NPS, Vestas) Repowering & retrofit programmes £12.7m SCADA & precision engineering Condition monitoring via Anemos Revenue in 2025 Strategic Edge 750+ TURBINES UNDER SERVICE 1 Proprietary OEM IP for
Slide 8: Repowering
Repowering A strategic growth opportunity What is Repowering? Upgrading, refurbishing or replacing ageing wind turbine components to extend operational lifespan by 15-20 years and increase energy output. Why Repower? • Increase power output & returns • Leverage existing infrastructure • Maximise fee
Slide 9: Supportive Policy Tailwinds and Clear Visibility Over Future Projects
Supportive Policy Tailwinds and Clear Visibility Over Future Projects Market Drivers Current Pipeline & Value 55 ~£450k ~£25m UK Government Policy Change • Summer 2025 – policy changes lifted the onshore wind planning ban • March 2026 – proposals to enable farmers, schools, industrial users to Signe
Slide 10: WEP & Silverford
WEP & Core Services SILVERFORD Turbine supply, installation & commissioning Full O&M (Vestas, Endurance, WTN, GAIA) Repowering & major component exchanges Integrated Wind O&M across 24/7 monitoring, analytics & reporting the island of Ireland £1.95m REVENUE IN 2025 Growth Pipeline O&M Pipeline Large
Slide 11: Anemos
The Solution ANEMOS 24/7 real-time condition monitoring using tri-axial sensors and high- frequency data to detect component failures early and optimize maintenance schedules and reduce cost Analytics Acquired 52% of an Advanced Condition Key Capabilities Monitoring & Predictive Software Platform Mu
Slide 12: Indicative Roadmap to £50m Revenue Target
The Acquisition aligns with EGT's new medium-term target of £50 million revenue and double-digit EBITDA margin Indicative Roadmap to £50m Strong organic and repowering Strategic Growth Pillars growth complemented by small £50.0m 1) Organic Growth & Service Expansion - bolt-on acquisition that meet E
Slide 13: Seeking to Monetise our Portfolio of Exploration Projects
Seeking to Monetise our Portfolio of Exploration Projects PAJALA COPPER/GRAPHITE PROJECT OLSERUM 100%-owned with confirmed copper and RARE EARTH PROJECT graphite zones Located in southern Sweden and Anglo American previously drilled 9 holes 100% owned by EGT intersecting encouraging grades of
Slide 14: Appendix
Appendix Appendix
Slide 15: European Wind Servicing & Maintenance Market Overview
European Wind Servicing Maintenance Market Overview European Wind Servicing & Maintenance Market Overview 1 Expanding Market 2 Non-Discretionary Demand • ~285 GW European installed capacity • Ageing turbine fleet driving O&M demand • Forecast to approach 450 GW by 2030 • Operations & maintenance exp
Slide 16: What are Rare Earths and why are they important?
What are Rare Earths and why are they important? 17 metallic elements critical to the development of permanent magnets What are Rare Earths and why are they important? 17 metallic elements critical to the development of permanent magnets Defence Industry Renewables Economy Technology Huge number o
Slide 17: China dominates REE mining, processing, refining and prices
China dominates REE mining, processing, refining and prices China dominates REE mining, processing, refining and prices Rare earth production China mines 70% of rare earth concentrates… …processes 87%… …and refines 91% Rest of the World EU Rare Earth production metrics: • China mines 70% of rare ear
Slide 18: Olserum | European REE Project
Olserum | European REE Project Olserum | European REE Project Located in southern Sweden and 100% owned by EGT Designated as a Project of ‘National Interest’ for REEs with historic resource estimate 1,500m drill program in 2024 confirms district scale REE system Project is de-risked for inco
Slide 19: Pajala | Copper & Graphite Project
Pajala | Copper Graphite Project Exclusive six month option to sell agreement signed with RMC in October 2025 Pajala | Copper & Graphite Project Exclusive six month option to sell agreement signed with RMC in October 2025 Confirmed copper & graphite zones from historic drilling in a poorly explore
Slide 20: Learn more
Learn more Phone +44 208 058 6129 Company number 15442832 Email info@eurogreenplc.com Registered Address The Walbrook Building | 25 Walbrook | London, UK | EC4N 8AF www.europeangreentransition.com
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