European Green Transition Plc · LSE:EGT
European Green Transition — Investor Presentation (July 2026)
21 slides from European Green Transition's investor presentation, July 2026
Slide 1: Building a High-Growth & Profitable Critical Infrastructure Platform
Building a High-Growth & Profitable Critical Infrastructure Platform (AIM:EGT) July 2026
Slide 2: Disclaimer
Disclaimer Disclaimer The contents of this presentation and the information which you are given at the time of the presentation have not been approved by an authorised person within the meaning of the Financial Services and Markets Act 2000 (the “Act”) or by any regulatory authority or securities ma
Slide 3: A Fast Growing Critical Infrastructure Company
AIM: EGT A Fast Growing Critical Infrastructure Company FINANCIALS 1 Critical Infrastructure Services Non-discretionary services across energy, 2 Recurring Revenue Model Long-term contracted revenue streams £7.5m March 2026 water, transport & data centres delivering predictable, repeatable cash Fund
Slide 4: The EGT Team
The EGT Team The EGT Team Cathal Friel David Broadbank Jack Kelly Co-Founder & Managing Director Chief Financial Officer Executive Chair 4
Slide 5: EGT's Acquisition of Wind Energy Services Business
EGT’s Acquisition of Wind Energy Services Business ACQUIRED ENTITIES Leading onshore wind O&M provider acquired for £3.5m 78 £3.95m 1 UK & Ireland's onshore service and maintenance leader 100% of shares 85% of shares £14.7m FY25 revenue across client base of 900+ turbines 2 Multi-year O&M relationsh
Slide 6: Wind Energy Services
WIND ENERGY Core Services SERVICES Contracted O&M across UK & Ireland Multi-brand turbine servicing (Endurance, NPS, Vestas, WTN) £14.7m Revenue in 2025 Repowering & major component exchanges Turbine supply, installation & commissioning 24/7 monitoring, analytics & reporting Key Growth Drivers 900+
Slide 7: Repowering
Repowering A £126m strategic growth opportunity with supportive policy tailwinds What is Repowering? Upgrading, refurbishing or replacing ageing wind turbine components to extend operational lifespan by 15-20 years and increase energy output. Why Repower? • Increase power output & returns • Leverage
Slide 8: Repowering Pipeline & Orderbook Provides Visibility Over Future Projects
Repowering Pipeline & Orderbook Provides Visibility Over Future Projects £126m market opportunity for Earthmill across existing client base Market Drivers ~280 UK Government Policy Change Qualified prospects across existing client base • Summer 2025 – onshore wind planning ban lifted • March 2026 –
Slide 9: Anemos Analytics: The Solution
The Solution ANEMOS 24/7 real-time condition monitoring using tri-axial sensors and high- frequency data to detect component failures early, optimise maintenance schedules and reduce cost Analytics 79% interest in an Advanced Condition Key Capabilities Monitoring & Predictive Software Platform Multi
Slide 10: The Acquisition aligns with EGT's new medium-term target of £50 million revenue
The Acquisition aligns with EGT's new medium-term target of £50 million revenue and double-digit EBITDA margin Indicative Roadmap to £50m Strong organic and repowering Strategic Growth Pillars growth complemented by small £50.0m 1) Organic Growth & Service Expansion - bolt-on acquisition that meet E
Slide 11: Seeking to Monetise our Portfolio of Exploration Projects
Seeking to Monetise our Portfolio of Exploration Projects PAJALA COPPER/GRAPHITE PROJECT OLSERUM ▪ 100%-owned with confirmed copper and RARE EARTH PROJECT graphite zones ▪ Located in southern Sweden and ▪ Anglo American previously drilled 9 holes 100% owned by EGT intersecting encouraging grades of
Slide 12: Appendix
Appendix Appendix
Slide 13: European Wind Servicing & Maintenance Market Overview
European Wind Servicing Maintenance Market Overview European Wind Servicing & Maintenance Market Overview 1 Expanding Market 2 Non-Discretionary Demand • ~285 GW European installed capacity • Ageing turbine fleet driving O&M demand • Forecast to approach 450 GW by 2030 • Operations & maintenance exp
Slide 14: What are Rare Earths and why are they important?
What are Rare Earths and why are they important? 17 metallic elements critical to the development of permanent magnets What are Rare Earths and why are they important? 17 metallic elements critical to the development of permanent magnets Defence Industry Renewables Economy Technology ▪ Huge number o
Slide 15: China dominates REE mining, processing, refining and prices
China dominates REE mining, processing, refining and prices China dominates REE mining, processing, refining and prices Rare earth production China mines 70% of rare earth concentrates… …processes 87%… …and refines 91% Rest of the World EU Rare Earth production metrics: • China mines 70% of rare ear
Slide 16: Olserum | European REE Project
Olserum | European REE Project Olserum | European REE Project ▪ Located in southern Sweden and 100% owned by EGT ▪ Designated as a Project of ‘National Interest’ for REEs with historic resource estimate ▪ 1,500m drill program in 2024 confirms district scale REE system ▪ Project is de-risked for inco
Slide 17: Pajala | Copper & Graphite Project
Pajala | Copper Graphite Project Exclusive six month option to sell agreement signed with RMC in October 2025 Pajala | Copper & Graphite Project Exclusive six month option to sell agreement signed with RMC in October 2025 ▪ Confirmed copper & graphite zones from historic drilling in a poorly explore
Slide 18: EGT's Acquisition of a Critical Infrastructure Services Platform
EGT’s Acquisition of a Critical Infrastructure Services Platform ACQUIRED FROM REVENUE EBITDA Arena Capital Partners FY25: £14.7m FY25: £0.9m Adj. EBITDA (in liquidation) Visibility on substantial increase in 2026 FY24: £1.5m EBITDA The Acquisition Geographic Footprint EGT have acquired the O&M Busi
Slide 19: Key Investment Highlights
Key Investment Highlights ~900 78 £14.7m FY25 revenue with large client base onshore wind skilled 1 Multi-year relationships supporting recurring revenue and project work turbines serviced professionals c.£26m worth of repowering heads of terms signed 2 Strong visibility with heads of terms signed w
Slide 20: WEP & Silverford
WEP & Core Services SILVERFORD Turbine supply, installation & commissioning Full O&M (Vestas, Endurance, WTN, GAIA) Repowering & major component exchanges Integrated Wind O&M across 24/7 monitoring, analytics & reporting the island of Ireland £1.95m REVENUE IN 2025 Growth Pipeline O&M Pipeline Large
Slide 21: Learn more
Learn more Phone +44 208 058 6129 Company number 15442832 Email info@eurogreenplc.com Registered Address First Floor, Woolgate | 25 Basinghall Street | London |EC2V 5HA. www.europeangreentransition.com
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