Tpc Consolidated Limited · ASX:TPC
Tpc Consolidated — Shareholder Meeting (November 2025)
15 slides from Tpc Consolidated's shareholder meeting presentation, Nov 20, 2025
Slide 1: 2025 Annual General Meeting: Chairman's Address and AGM Presentation
ASX Announcement/Press Release | 20 November 2025 TPC Consolidated Limited (ASX:TPC) 2025 Annual General Meeting Chairman’s Address and AGM Presentation TPC Consolidated Limited (ASX: TPC) (“TPC” or “the Company”), is pleased to attach the following documents to be presented at its 2025 Annual Gener
Slide 2: Chairman's Address for AGM
TPC Consolidated Limited (ASX:TPC) Chairman’s Address for AGM I 20 November 2025 Dear Shareholders, On behalf of TPC Consolidated’s Board of Directors, I am pleased to present an overview of your Company’s performance over the past financial year, and to update you on key developments since we last
Slide 3: Chairman's Address (continued)
Australia’s transition to a cleaner energy future is accelerating. However, because of the volatility associated with weather-dependent energy generation, we cannot rely on a single renewable source, and we are building a multiple source model. In addition, we have launched our Virtual Power Plant (
Slide 4: TPC Consolidated Limited FY25
For personal use only TPC Consolidated Limited (ASX:TPC) FY25 AGM Presentation 20 November 2025
Slide 5: Disclaimer
Disclaimer For personal use only The material in this presentation is general background information about the activities This presentation has not been audited in accordance with Australian Auditing of TPC Consolidated Limited and its subsidiaries, and is current at the date of this Standards. pres
Slide 6: Agenda
AGENDA For personal use only 01 National Energy Market Transition 02 Change and Opportunities 03 Virtual Power Plant (VPP) 04 Excellence in Customer Service 05 Growth Outlook 3
Slide 7: National Energy Market (NEM) in Transition
For personal use only 1. National Energy Market (NEM) in Transition Australian energy mix – 2023-24 • Australia is currently experiencing a historical shift in its energy generation mix - renewable sources from grid scale to households are now accounting for an ever-increasing share of generation. •
Slide 8: NEM in Transition
For personal use only 1. NEM in Transition • Large swings in power flow from rooftop solar causes volatility and grid congestion, especially over middle part of days during peak solar generation. • An increasing need to manage imbalance and coordinate lack of renewable power generation. • The need t
Slide 9: With Change Comes Opportunity
2. With Change Comes Opportunity • Energy transition is rapid and ongoing. For personal use only • This introduces new opportunities to NEM capacity, by generation type leverage demand response mechanisms like the adoption of batteries with Virtual Power Plant (VPP) services. • Allows CovaU to imple
Slide 10: Anatomy of a Virtual Power Stations (VPP)
3. Anatomy of a Virtual Power Stations (VPP) For personal use only • Solar-generated electricity deemed excess to household requirements is being fed into the grid. • This energy trading opportunity generates revenues for households. 7
Slide 11: CovaU VPP product
3. CovaU VPP product For personal use only • Our VPP service will allow us to manage the ability of our customers’ batteries to export back into the NEM when the situation requires. • Customers benefit from feed-in compensation. VPPs allows better integration of batteries and solar assets into the N
Slide 12: Developing VPP partnerships for CovaU
3. Developing VPP partnerships for CovaU • Developing strategic partnerships in For personal use only the VPP supply chain to position CovaU as VPP partner. • Exclusive partnerships such as with Canadian based PostisEdge a leader in battery storage and management system. • Enable us to offer one of
Slide 13: Backed customer service excellence
4. Backed customer service excellence For personal use only • We will continue to build upon our award- winning customer engagement. • Plans to add more services to our product portfolio. • Customers benefit with more renewable solutions and lower energy bills. 10
Slide 14: Growth Opportunities for CovaU
5. Growth Opportunities for CovaU • “Australia is a solar nation – with the For personal use only highest rate of rooftop solar anywhere in the world” - Federal Minister for Climate Change and Energy Chris Bowen. • Since July 2025, the introduction of Cheaper Home Battery Program has resulted in 100
Slide 15: Thank you
TPC CONSOLIDATED www.goldwind.com.cn For personal use only ThanksThank you. 新疆金风科技股份有限公司 XINJIANG GOLDWIND SCIENCE & TECHNOLOGY CO., LTD. 北京金风科创风电设备有限公司 BEIJING GOLDWIND SCIENCE & CREATION WINDPOWER EQUIPMENT CO., LTD. 12
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