Verbrec Ltd · ASX:VBC

Verbrec — H1 2026 Earnings Presentation

15 slides from Verbrec's earnings presentation, Mar 2, 2026

  1. Slide 1: Join Verbrec's Investor Hub

    To receive regular updates, and to engage with management, join Verbrec’s Investor Hub

  2. Slide 2: Disclaimer

    DISCLAIMER This presentation contains certain statements and forecast provided by or on behalf of Verbrec Limited. Any forward-looking statements reflect various assumptions by or on behalf of Verbrec. Accordingly, these statements are subject to significant business, economic and competitive uncert

  3. Slide 3: Key Highlights

    KEY HIGHLIGHTS Alliance Automation acquired. Expected to contribute $60m annual revenues to the group. Net Cash increased from $2.3 million (H1 FY2025) to $11.6 million (H1 FY2026). Revenue increased to $46.1m on a continuing operations basis, up from $38.9 million in the prior corresponding period.

  4. Slide 4: Who is Verbrec

    WHO IS VERBREC 6 CORE Sustainable Efficient Modernised Smart Water Defence SECTORS Energy Mining Infrastructure Manufacturing Security 4 GROWTH Cyber Security for Industrial MARKETS Gas Market Electrification & Operational Automation & Transition Energy Storage Technology Machine Learning 1 Verbrec

  5. Slide 5: Verbrec Brands

    VERBREC BRANDS Verbrec enables a Sustainable Future for our clients and their customers. Industrial Automation Solutions Multi-discipline engineering Digital Transformation Power, Electrical, Process Plant and Operational Technology Pipelines Cyber Security Project Management & EPCM Machine Learning

  6. Slide 6: Verbrec's Partnership Model

    Verbrec’s Partnership Model Adding value to every stage in the lifecycle of an asset Automation & Asset Advisory Engineering Construction Operations Control Management 1 2 3 4 5 6 Positioning to partner Delivering innovative Cutting edge industrial Enhancing client Verbrec operate gas Specialising i

  7. Slide 7: Financial Highlights H1 FY2026

    FINANCIAL HIGHLIGHTS H1 FY2026 $46.1 million $48 $44 Revenue $40 (Continuing Operations) $36 H1 FY2025: $38.9m H2FY24 H1FY25 H2FY25 H1FY26 $4.0 million $4.5 $4.0 $3.5 EBITDA $3.0 (Continuing Operations) $2.5 $2.0 H1 FY2025: $1.7m H2FY24 H1FY25 H2FY25 H1FY26 $12 $11.6 million $8 $4 Net Cash (Cash les

  8. Slide 8: Financial Results H1 FY2026

    FINANCIAL RESULTS H1 FY2026 CONTINUING OPERATIONS DISCONTINUED OPERATIONS PROFIT & LOSS & DIVESTMENT BRIDGE ($’000) ($’000) 31-DEC 31-DEC 31-DEC 2025 2024 2025 Revenue 46,137 38,905 Consideration received for divestment of Competency Training 11,236 Carrying amount of assets and liabilities disposed

  9. Slide 9: Financial Results H1 FY2026

    FINANCIAL RESULTS H1 FY2026 BALANCE SHEET CASH FLOWS ($’000) ($’000) 31-DEC 30-JUN 31-DEC 31-DEC 2025 2025 2025 2024 Total Current Assets 49,985 26,017 Net cash inflow / (outflow) from operating activities 3,984 985 Total Non-Current Assets 24,855 23,391 Net cash inflow / (outflow) from investing ac

  10. Slide 10: FY2026 Range Estimate & Opportunity Pipeline

    FY2026 RANGE ESTIMATE & OPPORTUNITY PIPELINE $110m - $120m $8m - $10m $203m $71m FY2026 Revenue FY2026 EBITDA Margin Opportunity Pipeline Work in Hand Range Estimate Range Estimate As at 31 December 2025 As at 31 December 2025 (Continuing Operations) (Continuing Operations) YTD Tender Win Rate = 33.

  11. Slide 11: Alliance Automation Acquisition

    ALLIANCE AUTOMATION ACQUISITION Alliance Automation acquired in December 2025. Provides Verbrec with capability in digital transformation in high growth sectors including Industry 4.0, Software Defined Automation, Cyber Security and Artificial Intelligence Industrial automation demand increasing due

  12. Slide 12: Verbrec Growth Strategy

    VERBREC GROWTH STRATEGY Organic Growth Cross-selling, Untapped geographic expansion opportunity, Industry tailwinds Capability Expansion Partnerships with technology leaders, Strategic recruitment, Employee upskilling and training Financial Discipline Track record of improving margins, Staged plan t

  13. Slide 13: 2025 Calendar Year Revenue ($m) - Industry Sector Expansion

    2025 Calendar Year Revenue ($m) $0 $10 $20 $30 $40 $50 $60 D ef en M ce an uf ac tu rin In g fr as Verbrec tr uc tu re M in in g W at er Alliance Automation En er gy INDUSTRY SECTOR EXPANSION 13

  14. Slide 14: Key Highlights

    KEY HIGHLIGHTS Alliance Automation acquired. Expected to contribute $60m annual revenues to the group. Net Cash increased from $2.3 million (H1 FY2025) to $11.6 million (H1 FY2026). Revenue increased to $46.1m on a continuing operations basis, up from $38.9 million in the prior corresponding period.

  15. Slide 15: Corporate Snapshot

    H1 FY2026 Corporate Snapshot SUBSTANTIAL SHAREHOLDERS CAPITAL STRUCTURE INTERIM DIVIDEND SUMMARY Shares ASX Stock Code VBC Total approved dividend Shareholder 0.1 held (cents per share) (As at 20/02/2025) (% SOI) H1 FY2026 Revenue $46.1m Fully Franked at 30% YES (Continuing Operations) Brian Patrick

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