Hazer Group Ltd. · ASX:HZR
Hazer — Shareholder Meeting (November 2025)
32 slides from Hazer's shareholder meeting presentation, Nov 18, 2025
Slide 1: Chairman's Address
Hazer Group Limited (ACN 144 044 600) Level 9, 99 St Georges Tce, WA 6000 PO Box Z5511, St Georges Tce, Perth, WA 6831 2025 AGM CHAIRMAN’S ADDRESS AND MANAGING DIRECTOR’S PRESENTATON PERTH, AUSTRALIA; 18 November 2025: Hazer Group Ltd ("Hazer" or "the Company") (ASX: HZR) is pleased to provide the f
Slide 2: Chairman's Address (continued)
towards a near-term conclusion. To this extent, a preferred site and host have now been identified, and commercial offtake discussions continue positively. This project remains a strategic priority for Hazer, and we are encouraged by both the strong technical validation and increasing commercial int
Slide 3: About Hazer and forward-looking statements
This announcement is authorised for release by the Board of Directors. [ENDS] For further information or investor enquiries, please contact: Corporate Enquiries Media enquiries Hazer Group NWR Communications – Simon Pitaro Email: contact@hazergroup.com.au Email: spitaro@nwrcommunications.com.au Phon
Slide 4: Hazer Group Annual General Meeting
ASX:HZR For personal use only Hazer Group Annual General Meeting Tuesday, 18 November 2025
Slide 5: Disclaimer
2 Hazer Group Ltd – Annual General Meeting – 18 November 2025 Disclaimer Important information This presentation has been prepared by Hazer Group Limited (“Hazer” or “the Company”) Forward Looking Statements Statements contained in this document or made during or in connection Summary Information Th
Slide 6: Converting Emissions into Energy and Critical Minerals
For personal use only Converting Emissions into Energy and Critical Minerals Affordable. Scalable. Now. “Hazer Group is decarbonising industry with its breakthrough climate technology; accelerating the delivery of affordable clean hydrogen and valuable graphite; at scale”
Slide 7: Company Overview
Company Overview For personal use only Snapshot (ASX:HZR) Growth Drivers A$130M 1 Licensing Market Cap Model Scaling for Deployment Global Alliance with KBR Process designs advancing Exclusive partner to accelerate to >50,000 tpa hydrogen licensing & deployment ~$20M 18 2 Funding Employees position
Slide 8: FY25 Highlights: Foundations for commercialisation
5 Hazer Group Ltd – Annual General Meeting – 18 November 2025 FY25 Highlights: Foundations for commercialisation For personal use only Financial Highlights FY25 Strategic Highlights A$8.5m 1 Maiden operating revenue for engineering FY25 revenue services received from FortisBC Up 124% YoY Successful
Slide 9: Dual Strategy; Two Compelling Markets
For personal use only Dual Strategy; Two Compelling Markets
Slide 10: Disrupting a large, established, CO2 intensive market
7 Hazer Group Ltd – Annual General Meeting – 18 November 2025 Disrupting a large, established, CO2 intensive market Current demand met with a carbon intensive process; steam methane reforming For personal use only Latest Hydrogen Market Update1 • By 2060, 85% of the worlds H2 originates from low- ca
Slide 11: Supply crunch amplifies Hazer's graphite opportunity
8 Hazer Group Ltd – Annual General Meeting – 18 November 2025 Supply crunch amplifies Hazer’s graphite opportunity US set to impose additional tariffs on Chinese graphite supply places upward pressure and pricing and volumes For personal use only • Tier-1 critical mineral for the energy transition H
Slide 12: The Hazer Solution
For personal use only The Hazer Solution
Slide 13: Hazer's technology advantage
10 Hazer Group Ltd – Annual General Meeting – 18 November 2025 Hazer’s technology advantage Innovative low emission, low-cost methane pyrolysis technology producing clean hydrogen and graphite For personal use only • Hazer Group Limited is a technology company undertaking the commercialisation of th
Slide 14: "Plug-in" technology using existing infrastructure
11 Hazer Group Ltd – Annual General Meeting – 18 November 2025 “Plug-in" technology using existing infrastructure End-use deployment and application of the Hazer Technology eliminates H2 transport risk and reduces cost For personal use only • Eliminates requirement for H2 transportation cost and ris
Slide 15: Hazer vs. SMR: Disrupting the old, enabling the new
12 Hazer Group Ltd – Annual General Meeting – 18 November 2025 Hazer vs. SMR: Disrupting the old, enabling the new Hazer offers negligible emissions, cost competitive pathway for industries that already rely on hydrogen – without the For personal use only challenges of carbon capture or electrolysis
Slide 16: De-risked technology… ready for market
13 Hazer Group Ltd – Annual General Meeting – 18 November 2025 De-risked technology… ready for market Rapid development since company founding and advancing Tech Readiness Level For personal use only Initial Commercial Facilities ~2-15 tpd H2 continuous 100tpa H2 Operational heat Large scale simulat
Slide 17: Technology Scale-up & Go-To-Market Strategy
For personal use only Technology Scale-up & Go-To-Market Strategy
Slide 18: KBR actively marketing Hazer globally
15 Hazer Group Ltd – Annual General Meeting – 18 November 2025 KBR actively marketing Hazer globally Visit KBR website Methane Pyrolysis Technology & Clean Ammonia and Hydrogen For personal use only Hari Ravindran, SVP and Global Head, Technology Solutions: “...the methane pyrolysis technology joint
Slide 19: Strategic alliance with KBR to accelerate licensing
16 Hazer Group Ltd – Annual General Meeting – 18 November 2025 Strategic alliance with KBR to accelerate licensing Why KBR? For personal use only Revenue (2023) Global Presence SERVICES ORIENTED SERVICE PEERS SERVICE W/ LIMITED TECHNOLOGY IP PEERS 81+ US$ 7.0 bln countries Ammonia Market Share Licen
Slide 20: Overview of key scale-up development projects
17 Hazer Group Ltd – Annual General Meeting – 18 November 2025 Overview of key scale-up development projects Projects moving through feasibility, site selection and licensing toward commercial deployment. For personal use only BC, Canada Nagoya, Japan England, UK Pohang, Sth Korea • Project Developm
Slide 21: Solid progress on first commercial project in Canada
18 Hazer Group Ltd – Annual General Meeting – 18 November 2025 Solid progress on first commercial project in Canada Partnership with FortisBC to develop a 2,500tpa hydrogen facility in Canada For personal use only • FortisBC 100% project owner; Hazer technology licensor • Binding agreement for comme
Slide 22: Hazer–KBR Alliance delivers first commercial project
19 Hazer Group Ltd – Annual General Meeting – 18 November 2025 Hazer–KBR Alliance delivers first commercial project EnergyPathways project gains UK Government backing For personal use only • 20ktpa Hazer-licensed facility in England; UK Government – designated nationally significant project • Paid e
Slide 23: Rapidly expanding customer pipeline
20 Hazer Group Ltd – Annual General Meeting – 18 November 2025 Rapidly expanding customer pipeline Globally diversified pipeline across energy, industry & infrastructure; commercial engagements progressing For personal use only Selected High Potential Opportunities Customer Region Application Super
Slide 24: Hazer Graphite
For personal use only Hazer Graphite
Slide 25: Graphite production diversifies earnings
22 Hazer Group Ltd – Annual General Meeting – 18 November 2025 Graphite production diversifies earnings A synthetic, low emissions product with differentiated morphology and properties For personal use only • High purity, structured graphite • Low production emissions • Differentiated morphology and
Slide 26: Hazer Graphite is a versatile and valuable product
23 Hazer Group Ltd – Annual General Meeting – 18 November 2025 Hazer Graphite is a versatile and valuable product Testing and product development underway with project partners, potential offtakers and industry experts For personal use only Thermal energy storage Market Size (MPTA): 4.1 Several glob
Slide 27: For personal use only
For personal use only Corporate Update
Slide 28: Corporate execution driving progress
25 Hazer Group Ltd – Annual General Meeting – 18 November 2025 Corporate execution driving progress Deepening engagement with government to accelerate near-term commercialisation For personal use only • Positive engagement with Federal and State Government stakeholders • Aligned with recently announ
Slide 29: 2026: Delivering commercialisation
26 Hazer Group Ltd – Annual General Meeting – 18 November 2025 2026: Delivering commercialisation Delivering licenses, FID-ready projects and graphite monetisation For personal use only Convert Deliver FID- Monetise Unlock new pipeline to ready graphite growth licences projects Advance testing, Expa
Slide 30: Hazer Group Ltd
Hazer Group Ltd For personal use only ASX:HZR Investor Relations Enquiries: contact@hazergroup.com.au Media Enquiries: spitaro@nwrcommunications.com.au
Slide 31: Assumptions and notes
28 Hazer Group Ltd – Annual General Meeting – 18 November 2025 Assumptions and notes For personal use only Slides 11 - H2 per kg cost range by type and by market (No assurance that actual outcomes will not differ materially from these amounts.) Sources: Company analysis and projections, modelling a
Slide 32: Abbreviations and units used
29 Hazer Group Ltd – Annual General Meeting – 18 November 2025 Abbreviations and units used For personal use only ARENA Australian Renewable Energy Agency CCS Carbon Capture & Storage CDP Commercial Demonstration Plan IP Intellectual Property FID Final Investment Decision KTPA thousands of tonne per