Myeco Group Ltd · ASX:MCO
Myeco — H1 FY2026 Earnings Presentation
20 slides from Myeco's earnings presentation, Feb 25, 2026
Slide 1: H1 FY26 Half-Year Results
H1 FY26 Half-Year Results February 26 .myeco.group Investor Presentation 1 February 2026 Investor Presentation H1 FY26 Half-Year Results 1
Slide 2: Our mission
2 .myeco.group Our mission “We are here to develop and deliver eco-friendly innovations that make it easy for society to transition high- quality sustainable alternatives that nurture the planet.” February 26 2 H1 FY26 Half-Year Results Investor Presentation 2
Slide 3: Financial Performance highlights
3 .myeco.group Financial Performance highlights Strong progress in H1 FY26 in key strategic areas compared to H1 FY25 Profit before tax Normalised EBITDA (1) Gross Margin ($1.7m) ($0.9m) 24.7% February 26 38% improvement 51% improvement 173 bps improvement 3 Net Revenue Operating Cash Flow Balance s
Slide 4: Sales by channel: growth in our target strategic areas
4 .myeco.group Sales by channel: growth in our target strategic areas $3,500,000 MyEco® branded product sales of $2.8m, up 6% vs PCP remaining the category leader in both Coles and Woolworths, with strong 22% $3,000,000 growth in Australia offsetting lower sales in the MyEco® Branded USA. $2,500,000
Slide 5: Our strategic priorities for FY26-FY27
5 .myeco.group Our strategic priorities for FY26-FY27 • Expand the MyEco® branded product range within Australian retail, both with the core Compostable range Grow our and new products branded • Leverage newly developed technology, such as PCR (Post Consumer Recycled) to enter larger fast-growing se
Slide 6: MyEco Group refreshed Executive Leadership Team
MyEco Group refreshed Executive Leadership Team: a powerful combination 6 .myeco.group of internal and external talent, with reinforced retail expertise Marie de Perthuis Tim Jardim Leo Lu Rob Morgan Yann Hessel February 26 Chief Executive Officer Chief Growth Officer Chief Operations Officer Chief
Slide 7: Funding and Current Cash Position
7 .myeco.group Funding and Current Cash Position • $2.6 million cash as at 31 December 2025 • Up to $1.0 million undrawn financing facility(1) secured against receivables • $1.6 million Convertible Note issue (May 2025 and December 2025) Future funding • The operational restructure has reduced opera
Slide 8: Placing the consumer at the heart of our business has set it up for scalable growth
8 .myeco.group Placing the consumer at the heart of our business has set it up for scalable growth by building and securing long-term competitive advantages A trusted brand that resonates with households, amplified by a targeted marketing strategy aiming at meeting the consumers where they are A pro
Slide 9: Impactful marketing is driving brand equity growth and unlocking retail expansion
9 .myeco.group Impactful marketing is driving brand equity growth and unlocking retail expansion Campaign objective: Build top-of-mind awareness Campaign reach: (number of unique of MyEcoBag with grocery shoppers and establish individuals or accounts exposed to our ad) a purchase-ready mindset when
Slide 10: What our consumers say about us…
10 .myeco.group What our consumers say about us… “I love these bags. “Again I say, they Great for the should be in all environment, and supermarkets fruit often reusable” & vegetable “Strong, useful S. Dobson sections …” B.F. sizes, right price” Borjeson A. Pfeiffer February 26 “The quality of these
Slide 11: Consumer engagement with our brand directly translates into success in Australia Retail
11 .myeco.group Consumer engagement with our brand directly translates into success in Australia Retail, with MyEcoBag® outperforming in a growing segment Independents 1,111 stores 858 stores 587 stores • 63% market share last • 41% market 12 months(1), 67% in share last 12 December 2025 alone month
Slide 12: Research & Development Certifications positioned to accelerate growth
12 .myeco.group With its widely recognised Research & Development Certifications, MyEco Group is well placed to accelerate our growth MyEco Group’s Product Certifications • AS 5810, EN13432, NF T51-800, Ecovadis, BPI Compostable Textile Exchange Recycled Content and Global Recycled Standard February
Slide 13: Outlook
13 .myeco.group Outlook Growth indicators and opportunities H2 and/or beyond • Launch of a new sustainable product range with a major national retailer in H2 FY26 • Growth trends of existing MyEco® products within Coles and Woolworths where MyEcoBag® has category leadership • First re-order of $0.2m
Slide 14: H1 FY26 Financial results
H1 FY26 Half-Year Results February 26 .myeco.group Investor Presentation 14 H1 FY26 Financial results 14 14
Slide 15: H1 FY26 Profit and Loss
15 .myeco.group H1 FY26 Profit and Loss $’000 H1 FY26 H1 FY25 Var (%) Sales 7,750 7,716 0% • H1 FY26 Group sales increased by 0.4% versus PCP Gross Profit 1,917 1,775 8% • Gross margin growth continued, up 173 bps on PCP Gross Margin % 24.7% 23.0% 173 bps due to customer mix Employment related expen
Slide 16: Ongoing Gross Margin Improvement vs PCP
16 .myeco.group Ongoing Gross Margin Improvement vs PCP 25.4% 24.7% 23.0% 22.3% 20.5% February 26 16 H1 FY24 H2 FY24 H1 FY25 H2 FY25 H1 FY26 • Gross margin improvement versus PCP driven by improved customer channel mix and reduction in H1 FY26 Half-Year Results Investor Presentation fixed manufactur
Slide 17: Balance Sheet
17 .myeco.group Balance Sheet Jun $’000 Dec 2025 Var % • Cash balance at 31 December 2025 was $2.6m with no 2025 bank debt Cash at Bank 2,574 3,618 (29%) • Current ratio of 1.7x compared to 2.1x at 30 June 2025 Trade and Other Receivables 2,278 2,554 (11%) • Trade and other payables increased by 52%
Slide 18: Cash Flow
18 .myeco.group Cash Flow • Closing cash of $2.6m with no bank debt as at 31 $’000 H1 FY26 H1 FY25 December 2025 Opening Cash 3,618 6,108 • Strong improvement in H1 FY26 operating cash flows Cash Flows used in Operating driven by operational restructuring initiatives and Activities (610) (2,144) wor
Slide 19: Forward Looking Statements Disclaimer
19 .myeco.group Forward Looking Statements Disclaimer This presentation contains “forward-looking statements.” Such forward-looking statements may include, without limitation: • estimates of future earnings; • estimates of future production and sales; • estimates of future cash costs; • estimates of
Slide 20: H1 FY26 Half-Year Results
H1 FY26 Half-Year Results February 26 .myeco.group Investor Presentation 20 Investor Presentation H1 FY26 Half-Year Results 20