Hazer Group Ltd. · ASX:HZR
Hazer — Investor Presentation (May 2025)
21 slides from Hazer's investor presentation, May 7, 2025
Slide 1: 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 WEBINAR PRESENTATION PERTH, AUSTRALIA; 7 May 2025: Hazer Group Ltd ("Hazer" or "the Company") (ASX: HZR) is holding a webinar commencing at 9:00am (AWST) / 11:00am (AEST) today. The
Slide 2: Hazer & KBR Global Strategic Alliance
ASX:HZR For personal use only Hazer & KBR Global Strategic Alliance Accelerating Commercialisation Wednesday, 07 May 2025
Slide 3: Disclaimer
2 Hazer Group Limited – May Webinar - KBR Strategic Alliance 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 Thi
Slide 4: Strategic Alliance to accelerate commercialisation
3 Hazer Group Limited – May Webinar - KBR Strategic Alliance Strategic Alliance to accelerate commercialisation For personal use only Hazer & KBR join forces to provide a low carbon hydrogen solution to meet global demand Binding strategic alliance supercharges growth World-leading engineering group
Slide 5: Hazer's commercialisation pathway
4 Hazer Group Limited – May Webinar - KBR Strategic Alliance Hazer's commercialisation pathway For personal use only COMMERCIAL COMMERCIAL PROJECTS DEMONSTRATION 2025+ PLANT (CDP) PILOT PLANT 2022 - 2024 2017 - 2021 LAB BENCH SCALE TESTING 2007 - 2016
Slide 6: KBR at a glance
5 Hazer Group Limited – May Webinar - KBR Strategic Alliance KBR at a glance For personal use only A global engineering leader and technology solutions provider Revenue (2023) Global Presence SERVICES ORIENTED SERVICE PEERS SERVICE W/ LIMITED TECHNOLOGY IP PEERS 81+ US$ 7.0 bln countries Ammonia Mar
Slide 7: Disrupting a large, established, CO2 intensive market
6 Hazer Group Limited – May Webinar - KBR Strategic Alliance Disrupting a large, established, CO2 intensive market For personal use only Hydrogen is the main feedstock for ammonia and methanol production Ammonia use cases Fertilisers Ammonia & Methanol Explosives Refining Steel making Methanol use c
Slide 8: Today's ammonia and methanol market
7 Hazer Group Limited – May Webinar - KBR Strategic Alliance Today's ammonia and methanol market For personal use only Currently >450 ammonia and >90 methanol plants operating globally Current Market 5.6 8.1 54MTPA US$120billion 7.7 3.0 5.6 >500MTPA CO 5.3 12.3 2 2.3 3.3 0.4 KBR Market Share Existin
Slide 9: H2 industry pivoting towards methane pyrolysis
8 Hazer Group Limited – May Webinar - KBR Strategic Alliance H2 industry pivoting towards methane pyrolysis For personal use only Hazer a global leader in the methane pyrolysis space 1 Rising global H2 demand Scalable, Affordable & Ready Now • 2.5% growth year-on-year Industry 2 95% of today’s marke
Slide 10: Hazer's technology advantage
9 Hazer Group Limited – May Webinar - KBR Strategic Alliance Hazer’s technology advantage For personal use only Innovative low emission, low-cost methane pyrolysis technology producing clean hydrogen and graphite • Hazer Group Limited is a technology company commercialising the Hazer Process • The H
Slide 11: Confirmed economic viability and competitiveness
10 Hazer Group Limited – May Webinar - KBR Strategic Alliance Confirmed economic viability and competitiveness For personal use only Hazer's technology costs are very competitive when compared to all other hydrogen production types H2 per kg Cost Range by Type* $7 • Hazer is cost-competitive with cl
Slide 12: How the Hazer Process fits into ammonia production
11 Hazer Group Limited – May Webinar - KBR Strategic Alliance How the Hazer Process fits into ammonia production For personal use only Ammonia today is made using the Haber-Bosch process, which uses steam reforming to produce the hydrogen needed CO2 Conventional Steam Reforming Pathway • Steam metha
Slide 13: Binding deal to accelerate technology licensing
12 Hazer Group Limited – May Webinar - KBR Strategic Alliance Binding deal to accelerate technology licensing For personal use only Key elements of the strategic alliance Initial term of six (6) years with an option to extend subject to 1 Agreement Term performance metrics being met Develop design p
Slide 14: Ideal partnership brings Hazer vision to life
13 Hazer Group Limited – May Webinar - KBR Strategic Alliance Ideal partnership brings Hazer vision to life For personal use only Hazer: Methane Pyrolysis Technology • 15+ years technology development • De-risked, commercially demonstrated technology • Deep customer pipeline of license opportunities
Slide 15: Business plan momentum
14 Hazer Group Limited – May Webinar - KBR Strategic Alliance Business plan momentum For personal use only Material impact on Hazer’s portfolio delivery and business plan Illustrative Hazer cashflows per project 1 New revenue streams (50ktpa H2 US plant)* ✓ Unlocks access to global ammonia and metha
Slide 16: Derisking and fast-tracking commercial pipeline
15 Hazer Group Limited Ltd – Q3–FY25 MayInvstor WebinarWebinar - KBR Strategic Alliance Derisking and fast-tracking commercial pipeline For personal use only Existing project portfolio of over 1 million tonne per annum total capacity (~1% of global H2 demand) Diversification Reduces Risk Key Industr
Slide 17: Indicative 12-month activity plan
16 Hazer Group Limited – May Webinar - KBR Strategic Alliance Indicative 12-month activity plan For personal use only Material impact on Hazer’s portfolio delivery and business plan Develop Process Design Package (PDP) for 50,000+ tpa Develop Joint license Hazer facility agreement framework Feasibil
Slide 18: Summary
17 Hazer Group Limited – May Webinar - KBR Strategic Alliance Summary For personal use only 1▪ Binding strategic alliance accelerates commercial deployment ▪ Immediate access to global ammonia and methanol markets through KBR's established licensing and commercialization platform 2▪ Clear and faster
Slide 19: Q&A
For personal use only Q&A
Slide 20: Hazer Group Ltd enquiries
Hazer Group Ltd For personal use only ASX:HZR Investor Relations Enquiries: contact@hazergroup.com.au Media Enquiries: anah@wecommunications.com
Slide 21: Assumptions and notes
20 Hazer Group Limited – May Webinar - KBR Strategic Alliance Assumptions and notes For personal use only Slides 10 - H2 per kg cost range by type and by market Sources: Company analysis and projections, modelling a range of notional outcomes: 1. Feedstock gas - North America ~US$2.0/mmbtu, Asia Pac