Dxn Ltd. · ASX:DXN
Dxn — H1 FY2026 Earnings Presentation
22 slides from Dxn's earnings presentation, Feb 27, 2026
Slide 1: 1H FY26 Presentation
1H FY26 Presentation DXN Limited (ASX:DXN) 27 February 2026
Slide 2: A leading provider of prefabricated modular data centre solutions
A leading provider of prefabricated modular data centre solutions DXN is a vertically integrated manufacturer and operator of modular data centres in Asia Pacific. DXN designs, engineers, manufactures, deploys, operates, and maintains high-quality modular data centres across three core markets. Data
Slide 3: End-to-end business model - leveraged to high-growth infrastructure sectors
End-to-end business model - leveraged to high-growth infrastructure sectors Segment Core Offering Typical Customer Business Model Custom prefabricated Telcos, hyperscale Modular Division units (2–500 racks), operators, governments Turnkey build and sale designed for Tier III/IV Facility ownership an
Slide 4: Regional leader in prefabricated & critical infrastructure builds
Regional leader in prefabricated & critical infrastructure builds Established in 2010 with prefabrication focused projects, starting in 2020 • Trusted technical advisor with market-leading innovation, consistently exceeding customer expectations • End-to-end capability from design to delivery • Abil
Slide 5: Growth momentum underpinned by industry tailwinds
Growth momentum underpinned by industry tailwinds Rising global demand for distributed, low-latency infrastructure driven by AI, IoT and cloud expansion. Globally diversified & Increasing demand for Vertically integrated high-quality client Data Centres and with scalable base across various Modular
Slide 6: Leveraged to growing critical infrastructure market segments
Leveraged to growing critical infrastructure market segments EDGE Market Segments1 Cable and Satellite Defence & 1. Landing Stations 2. Mining Modules 3. Edge Data Centres 4. Government 50kw to 10MW multi module edge sites (AI HPC Modules, 30kw to 2MW 100 to 500kW Modules Edge Colo DC’s) Portable Da
Slide 7: Diversified exposure reduces concentration risk
Diversified exposure reduces concentration risk Cable and Satellite Mining Prefab EDGE Defense and Landing Stations Modules Data Centres Government • Colo/ telco end users for 50kw to 10MW Portable DC • 30kw to 2MW designs • 30kw to 250kw • Also 1-2MW per • Subsea and LEO technology designs module A
Slide 8: Diverse, high-quality & growing customer base underpins long term growth
Diverse, high-quality & growing customer base underpins long term growth Mining Energy & Gas Telco Cable Landing Station(CLS)/ Satellite Government and Defence Data centres Global Hyperscalers internet company 8
Slide 9: 1HFY26 Update
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Slide 10: Income Statement
Income Statement $'000 H1 FY26 H1 FY25 Revenue 2,676 7,758 • Decrease in revenue driven by delay in progress on existing contracts ▪ Project activity resumed on 2 of Cost of Goods Sold (2,185) (5,467) the 3 delayed projects ▪ Revenue is expected to strengthen as deferred work is Gross Profit 491 2,2
Slide 11: Cashflow statement
Cashflow statement $'000 H1 FY26 H1 FY25 Cash provided by Operating Activities (755) (2,175) Cash used in Investing Activities (584) (215) Cash provided by Financing Activites (33) 4,485 Net (decrease) / increase in cash (1,372) 2,095 Cash & Cash Equivalents 1,728 5,096 11
Slide 12: Cash Receipts Vs. Revenue over quarters
Cash Receipts Vs. Revenue over quarters Cumulative cash receipts vs. revenue $35.0m $30.0m $25.0m • Cash receipts of $2.2m • Cash position of $1.7 million $20.0m • Milestone based payments issued at progress completion $15.0m • Strong fundamentals with multiple contracts in place and expectation for
Slide 13: Outlook
Outlook
Slide 14: Strategic MOU supports growth ambitions in South-East Asia
Strategic MOU supports growth ambitions in South-East Asia • Signed non-binding MOU with Super Sistem Indonesia (SSI) • Establish a Singapore-based JV with equal ownership Strategic MOU & JV • JV will handle future modular data center purchase orders from SSI, produced in a jointly owned factory in
Slide 15: Future growth underpinned by robust identified pipeline
Future growth underpinned by robust identified pipeline • The current identified pipeline consists of 80 projects • Pipeline includes a diversified mix of projects, with an increasing number of DCaaS, StructCore, Hyperscale and Satellite gateway opportunities. Current Identified Pipeline by Number o
Slide 16: FY26 Outlook
FY26 Outlook Targeting FY26 revenue growth, weighted towards 2HFY26 • $14.5 million Backlog: • 65% of FY26 Backlog expected to be delivered in 2HFY26 • Actively pursuing opportunities in core segments and newly entered high- growth areas • Broadening DCaaS offering to improve revenue profile, with r
Slide 17: Appendix
; qW —— 7 : ee a Kai rt sity ena ; INFRASTRUCTURE Appendix i DXN AT THE EDGE
Slide 18: DXN Snapshot
DXN Snapshot Key value proposition is DXN’s capability of converting designed concepts into reality & operation – All in-house Operating snapshot (FY25) ▪ Established in 2016, listed 2018, headquartered in Sydney ▪ Commenced Focus on Prefabricated Modular Data Nearly 100 4 25 Centres in 2020 Modular
Slide 19: Establishing a DCaaS segment to deliver recurring revenue
Establishing a DCaaS segment to deliver recurring revenue DCaaS – a capital light, facility as a service model • Includes design, engineering and deployment of data centres and ground stations: o development of bespoke data centres or cabinet solutions for each customer. o Designed and prefabricated
Slide 20: Disclaimer
Disclaimer This presentation has been prepared by DXN Limited (ACN 620 888 548) FORWARD LOOKING STATEMENTS (DXN or Company). Certain statements contained in this presentation, including information as to the future financial or operating performance of the Company and its assets, are NOT AN OFFER fo
Slide 21: Thank you
Thank you For more info visit dxn.solutions or email info@dxn.solutions
Slide 22: Balance sheet
Balance sheet $'000 31 Dec 25 30 Jun 25 Current Assets 4,494 8,079 Current Liabilities 10,013 5,036 Working Capital (5,519) 3,043 Adjusted Working Capital (excluding cash) (7,247) (77) Non-Current Assets 8,471 8,072 Non-Current Liabilities 901 6,195 Net Assets 2,050 4,920 23