Clean Teq Water Ltd · ASX:CNQ
Clean Teq Water — Shareholder Meeting (November 2025)
21 slides from Clean Teq Water's shareholder meeting presentation, Nov 27, 2025
Slide 1: Shaping the Future of Sustainable Water & Energy
For personal use only Shaping the Future of Sustainable Water & Energy CEO Presentation 2025 • Clean TeQ Water (ASX: CNQ) Peter Voigt Chief Executive Officer (CEO)
Slide 2: Disclaimer
Disclaimer This presentation contains a summary of information of Clean TeQ Water Limited for the purpose of Clean TeQ Water’s 2025 Annual General Meeting and is dated 27 November 2025 (Presentation). The information in this Presentation does not purport to be complete or comprehensive and does not
Slide 3: Clean TeQ Water AGM — FY25 Progress & FY26 Path
Clean TeQ Water AGM — FY25 Progress & FY26 Path Validation-phase achievements, key contracts, financial snapshot and commercialisation roadmap For personal use only 1 AGM date: 27 November 2025 — review of FY25 validation phase and FY26 commercialisation plan 2 Validation wins: technology validation
Slide 4: Global Drivers Shaping Clean TeQ's Strategy
Freshwater scarcity rising—intensifying need for innovative water solutions For personal use only Growing tailings risk increases need for advanced Global Drivers Shaping treatment in mining Clean TeQ’s Strategy Rising critical minerals demand strengthens Clean TeQ relevance in mining supply chains
Slide 5: FY25 Highlights
Major contracts secured with Rio Tinto, Enva, and Nyrstar For personal use only FY25 Highlights Technology validation completed across all core platforms Major contracts, full technology validation, and confirming operational robustness disciplined operations position Clean TeQ Water for commercial
Slide 6: Major Contract Wins
Major Contract Wins FY25 commercial traction validating technology platforms and future revenue For personal use only Client Contract Value Project Type Rio Tinto US $12.5M¹ CIF lithium refining EUR 7M² PHOSPHIX® phosphorus Enva removal plant A $1.2M detailed DESALX® sulphate Nyrstar engineering³ re
Slide 7: Technology Validation — FY25
Technology Validation — FY25 Validated performance of Clean TeQ core technologies: recovery, purity, dewatering and scalable trials For personal use only cDLE® ATA® DESALX® 98% lithium recovery • Low moisture, Completed scalable, 99% impurity removal stackable tailings at industrial wastewater for h
Slide 8: Financial Performance
For personal use only Financial Performance FY25¹ Revenue: Net loss Margins Positioned to A$12.2M reduced by strengthened scale Steady revenue, lower loss, improved margins • growing 41% • • disciplined profitably market improved cost project while investing adoption management execution in technolo
Slide 9: Revenue Visibility – FY26
Revenue Visibility – FY26 FY25 contract wins converting to FY26–FY27 commercial revenue & profitability For personal use only FY25 FY26 Executing toward global growth FY27
Slide 10: Strategic Markets
Strategic Markets For personal use only Targeting high-growth sectors for resilient, scalable expansion Water Reuse & Critical Minerals Tailings Remediation Nutrient Removal Strong regulatory pull for Demand opportunities Markets support for advanced water treatment in lithium, uranium, safe tailing
Slide 11: CLEAN-IX® and cDLE®
CLEAN-IX® and cDLE® Critical Metals & Water Treatment Platforms For personal use only Validated moving-bed ion exchange tech driving scalable, cost-effective lithium recovery CLEAN-IX cDLE® Moving-bed ion exchange platform for lithium Complementary moving-bed IX for lithium refining; delivery at sca
Slide 12: PHOSPHIX® & DESALX®
PHOSPHIX® & DESALX® High-Performance Water Treatment For personal use only Ultra-low phosphorus control and membrane-free, high-recovery industrial sulphate removal PHOSPHIX® DESALX® Both technologies Delivers ultra-low Membrane-free form Clean TeQ’s phosphorus limits in solution offering integrated
Slide 13: ATA® Tailings Dewatering
ATA® Tailings Dewatering Low-Energy, Stackable Results For personal use only Reduce tailings moisture to boost water recycling and safer storage Stackable Water-Saving Tailings transformed into Pieces fit to increase low-moisture, stackable water recycling and units for safer storage lower consumpti
Slide 14: NematiQ Graphene Membranes
NematiQ Graphene Membranes Low-Energy Impurity Removal For personal use only Grant-supported pilot programs for advanced, hard-to-treat water purification PFAS & emerging Low-energy filtration Grant-supported pilot Expands Clean TeQ’s contaminants removal for reduced operational programs validating
Slide 15: Strategic Connections Driving Scale
Strategic Connections Driving Scale For personal use only Repeatable deployments, market validation, enhanced credibility Rio Tinto Enva Nyrstar Mining • large- Environmental services Smelting & metals scale deployment • operational • industrial platform deployment validation
Slide 16: Project Value, Type & Timeline
Project Value, Type & Timeline NematiQ Graphene Graphene 3 Membranes For personal use only Pipeline Harmony Gold Demo Aust Miner Demo Technology Type $0.1M Australian ATA 2 $0.1M Tailings Enva TCC Disinfection Heathgate Uranium Engineering Rincon Lithium $1M Enva PHOSPHIX Argentina MBIX 1 $10M $6M $
Slide 17: Revenue
Revenue 35 30 25 For personal use only Revenue 20 $M 15 10 5 0 FY22 FY23 FY24 FY25 FY26 Actual FY Contracted FY26 Targeted FY26 FY26 revenue shown is targeted revenue in line with Clean TeQ Water’s current project pipeline and is subject to contract negotiation, funding and client approval
Slide 18: FY26 Breakout Year
FY26 Breakout Year • Execute FY25 contracts • Convert development pipeline • Expand in Europe • Scale NematiQ & ATA® For personal use only Contract delivery Europe expansion Deliver on major contracts secured in Expand footprint across Europe to FY25 to realise committed revenue capitalise on regula
Slide 19: Thank You — Clean TeQ Water Shareholders
Thank You — Clean TeQ Water Shareholders For personal use only For your ongoing support and commitment to long-term value through innovative water treatment solutions Sincere thanks to all shareholders for Committed to delivering innovative ongoing support and trust water treatment solutions Focused
Slide 20: Appendix
For personal use only Appendix
Slide 21: Corporate Snapshot
Corporate Snapshot Financial Highlights For personal use only ASX Code CNQ Share Price (as at 24 November 2025) A$0.40 Number of Shares 87.08m Market Capitalisation A$34.8m Cash (as at 30 September 2025) A$3.4m Top Shareholders (as at 24 November 2025) About Us Mr Robert M Friedland 16.18% At Clean
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