Infragreen Group Limited · ASX:IFN
Infragreen — Investor Presentation (March 2026)
14 slides from Infragreen's investor presentation, Mar 19, 2026
Slide 1: Infragreen Investor Webinar
For personal use only Infragreen Investor Webinar (ASX:IFN) 19 March 2026
Slide 2: Important notice and disclaimer
Important notice and disclaimer This document contains summary information that is of a general nature regarding Infragreen Group Ltd ACN 668 228 742 (the “Company”), its four portfolio assets (Minemet Recycling Group Pty Ltd ACN 629 010 484, Energybuild Holdings Pty Ltd ACN 659 884 161, Merredin En
Slide 3: Invested in building a sustainable future
Invested in building a sustainable future For personal use only Infragreen’s diversified asset base participates in Infragreen owns, operates and the following sectors: grows mid-market businesses with significant untapped value and limited access to long-term capital Recycling and Clean Energy Wast
Slide 4: Underpinned by strong investment fundamentals and governance
Underpinned by strong investment fundamentals and governance Infragreen (IFN) For personal use only Strategy to back the future of sustainable infrastructure Has delivered forecasts included in prospectus Strong foundations for growth with short to medium term catalysts Highly experienced le
Slide 5: Growth strategy delivered through four key pillars
Growth strategy delivered through four key pillars • Maintain focus on recycling and waste recovery, and clean energy and energy transition • Message at IPO was FY26 would focus on the current 4 businesses, with new platform acquisitions to be considered For personal use only where appropriate FY25
Slide 6: Invested in four strong businesses with long term tail winds
Invested in four strong businesses with long term tail winds Recycling & Waste Recovery Clean Energy & Energy Transition For personal use only Regulated Waste Metals Recycling Solar Energy Generation Peaking Power Processing and Recovery 1H FY26 Revenue of 1H FY26 Revenue of 1H FY26 Revenue of 1H FY
Slide 7: Delivered financial results ahead of prospectus forecast for FY25 and strong 1H FY26 growth
Since IPO, Infragreen has delivered financial results ahead of prospectus forecast for FY25 and strong growth in 1H FY26 For personal use only FY25 – Exceeded IPO Prospectus forecast 1H FY26 growing strongly vs prior period FY25 Difference Difference Underlying FY25 Underlying 1H FY26 1H FY25 Prospe
Slide 8: IPO Process was rigorous and structure was appropriate
IPO Process was rigorous and structure was appropriate For personal use only Key elements of a successful IPO: A strong business with credible leadership and growth prospects Clear use of funds Strong governance with full transparency of significant matters and risks Appropriate IPO pricing
Slide 9: IPO valuation was determined through an extensive process of price discovery
IPO valuation was determined through an extensive process of price discovery For personal use only Infragreen engaged Barrenjoey and Morgans Financial as Joint Lead Managers (JLMs) for the IPO, who assist throughout the IPO process The valuation process included: • Benchmarking against other ASX sma
Slide 10: Founder's shareholding movements – 100% pre-IPO to 25% at IPO
Founder’s shareholding movements – 100% pre-IPO to 25% at IPO Equity % prior to IPO Equity % at IPO – June 2025 For personal use only Declan Sherman equity value: $54m Declan Sherman equity value: $46m (includes $8m from convertible note conversion) New Declan investors, Sherman & 18% controlled ent
Slide 11: Convertible note terms satisfied and escrow arrangements appropriate
Convertible note terms satisfied and escrow arrangements appropriate For personal use only Company Escrow Coverage Duration ~100% of existing HY18, FY18, FY19 Johns Lyng (JLG) shareholders results release Convertible notes were unsecured debt provided to FY21 (all + 50% of the company that converted
Slide 12: Infragreen share price and volume since IPO
Infragreen share price and volume since IPO Share price traded strongly from listing until November. Weakness exacerbated in recent weeks with higher trading volumes as escrow lifted For personal use only 25 Jun 25 18 Feb 26 20 Feb 26 27 Aug 25 $1.12 $0.53 80 million $1.195 close on 1H FY26 shares F
Slide 13: Conclusion and Outlook
Conclusion and Outlook For personal use only Strong performance underpinned by strong investment fundamentals • In a period of global macro uncertainty uncorrelated real assets underpinning a stable income stream • Strong cashflow profile with history of • Strong growth in earnings profitability • P
Slide 14: Invested in building a sustainable future
© Infragreen Invested in building a sustainable future
Infragreen Group — Investor Presentation (March 2026) on 6ix