Alexium International Group Limited · ASX:AJX
Alexium International — Shareholder Meeting (November 2025)
22 slides from Alexium International's shareholder meeting presentation, Nov 21, 2025
Slide 1: 2025 Annual General Meeting
ALEXIUM INTERNATIONAL GROUP LIMITED 2025 ANNUAL GENERAL MEETING Friday, 21 November 2025 ASX: AJX
Slide 2: Introduction: Directors
Introduction: Directors Simon Moore William “Billy” Blackburn Interim Chair CEO & Managing Director James Williamson Martyn Strickland Dr Paul Stenson Randall “Randy” Lane Non-Executive Director Non-Executive Director Non-Executive Director Non-Executive Director
Slide 3: Introduction: Other Attendees
Introduction: Other Attendees Lisa Hubka Heather White VP, Finance (Outgoing) VP, Finance Sandra McIntosh Nicolas Smietana Samantha Soundara Company Secretary Audit Partner Returning Officer, Share Registry Acclime Australia Grant Thornton Automic
Slide 4: Alexium International Group Limited Annual General Meeting
ALEXIUM INTERNATIONAL GROUP LIMITED Annual General Meeting ABN 91 064 820 408 21 November 2025 PRESENTED IN US DOLLARS 4
Slide 5: Disclaimer
Disclaimer To the maximum extent permitted by law, the information contained in this presentation is given without any liability whatsoever being accepted by Alexium International Group Limited (Alexium) or any of its related entities or their respective directors or officers, employees, advisors an
Slide 6: A performance materials company leveraging proprietary technical innovations
A performance materials company leveraging proprietary technical innovations to deliver thermal regulation, dehumidification and flame-retardant solutions. A pioneer in microencapsulation specializing in phase change materials and innovative composites that offer adaptive thermal management thro
Slide 7: FY25 Review
FY25 Review 7
Slide 8: Introduction
Introduction FY25 did not yield the targeted financial results, yet it was a significant year of progress: The Commercial Focus was narrowed to markets, customers, and AJX products that were best positioned for significant near-term growth Commercial Company The Company Structure was drastically
Slide 9: Focus on Key Areas of Strength
Focus on Key Areas of Strength FY25 marked Alexium’s final transition from a technology development company to a sales and manufacturing organization. Investment in technology was continued through most of FY25. This was to strengthen the commercial readiness of the Company’s mPCM products. The Comp
Slide 10: Addressable Market by Type – Increased Access
Addressable Market by Type – Increased Access Previous Product Line (pre-FY25) Expanded Product Line (FY25 forward) Addressable markets in green – with the Company’s new developments in mPCM production, and a shift in selling to formulators, the addressable market was expanded to foam bedding produc
Slide 11: Addressable Market by Region – Increased Reach
Addressable Market by Region – Increased Reach AJX – Addressable Markets (pre-FY25) AJX – Addressable Markets (FY25 forward) Addressable market shown in green – with the improvements to the Company’s mPCM technology and manufacturing capabilities, the opportunity to export and increase global reach
Slide 12: FY25 Plan Recap Strategic Focus Areas
North America Account Retention • Retained supply to most North American bedding customers • Bedding market remained depressed Product & Customer Diversification • Significant progress was achieved in diversifying both the product portfolio and customer base in the North American bedding market • La
Slide 13: FY26
FY26 13
Slide 14: FY26: Sales & Marketing Focus
FY26: Sales & Marketing Focus Sales of Alexium’s enhanced mPCM products to formulators serving the bedding and furniture markets Continued market penetration of BioCool® products globally for cooling in mattress and pillow applications Complete commercialisation AlexiShield for FR barriers in beddin
Slide 15: FY26: Operations & Supply Chain Focus
FY26: Operations & Supply Chain Focus The Company has been successful, and will continue securing Cost-Effective & Secure RM Cost Effective & Secure Raw Material Supplies that are not Supply negatively impacted by global trade disputes, and that are ready for sharp volume increases The Company c
Slide 16: Product Portfolio – Microencapsulated Phase Change Materials
Product Portfolio – Microencapsulated Phase Change Materials mPCM Traditional microencapsulated phase Biobased microencapsulated phase Microencapsulated Phase Change change material (petroleum based) change material (plant derived) Materials produced specifically for Effective on textiles an
Slide 17: Product Portfolio - Flame Retardant Coatings
Product Portfolio - Flame Retardant Coatings Core FR product for military and workwear apparel Flame retardant emulsion for use Latest generation FR coating, Active development with U.S. on 100% polyester fabric developed early FY24 Military on low-cost, warm-weather Designed for applicati
Slide 18: Q4 FY25 Summary & FY26 Outlook
Alexium remains at an inflection point, and we expect the Company will grow significantly in calendar year 2026 Microencapsulated PCM (mPCM) Historical focus was textile centered Now positioned for foam applications (larger market opportunity) Positioned for significant growth despite soft m
Slide 19: Financial Results FY 2025
FINANCIAL RESULTS FY 2025 19
Slide 20: FY25 Financial Snapshot
FY25 Financial Snapshot Revenue – decrease of $2 million (33%) due to continued softening of the bedding market and a loss of market share by our largest customer. Strong growth prospects moving forward into FY26 H2. Gross Margin – very strong at 43.1%; decreased 1.7 percentage points due to cus
Slide 21: FY25 Financial Snapshot (cont.)
FY25 Financial Snapshot (cont.) Cash - optimisation of cash and cash management remain key focuses for management Line of Credit (LOC) • LOC was amended in FY25 to reduce the interest rate and fixed costs • Alterna terminated the inventory facility July 2025 due to a change in their business str
Slide 22: Thank you for your attendance.
Thank you for your attendance.
Alexium International Group — Shareholder Meeting (November 2025) on 6ix