Hazer Group Ltd. · ASX:HZR
Hazer — Investor Presentation (June 2025)
25 slides from Hazer's investor presentation, Jun 16, 2025
Slide 1: Hazer Group – Redefining clean hydrogen
ASX:HZR Hazer Group Redefining clean hydrogen Investor Presentation June 2025
Slide 2: Disclaimer
2 Hazer Group Ltd – Investor Presentation – June 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 This docum
Slide 3: Clean Hydrogen and Graphite from Gas. Affordable. Scalable. Now.
3 Hazer Group Ltd – Investor Presentation – June 2025 Clean Hydrogen and Graphite from Gas. Affordable. Scalable. Now. “Hazer Group is decarbonising the global gas industry with its world- leading climate technology; accelerating the delivery of affordable clean hydrogen; at scale”
Slide 4: Today's Industry Problem
Today’s Industry Problem
Slide 5: Disrupting a large, established, CO2 intensive market
5 Hazer Group Ltd – Investor Presentation – June 2025 Disrupting a large, established, CO2 intensive market Current demand met with a carbon intensive process; steam methane reforming Hydrogen Demand Outlook (Mtpa) 260 Global H2 Demand Market Size US$ 97 MTPA 200 billion +168% addressable market Haz
Slide 6: The Hazer Solution
The Hazer Solution
Slide 7: Hazer's technology advantage
7 Hazer Group Ltd – Investor Presentation – June 2025 Hazer’s technology advantage Innovative low emission, low-cost methane pyrolysis technology producing clean hydrogen and graphite • Hazer Group Limited is a technology development company undertaking the commercialisation of the Hazer Process • T
Slide 8: De-risked technology…ready for market
8 Hazer Group Ltd – Investor Presentation – June 2025 De-risked technology…ready for market Project Development Rapid development since company founding and advancing Tech Readiness Level (TRL) Pipeline (1 0 0 t p a H 2 continuous) (~<2 kg/hr* semi-continuous) (~1Kg* batch) (<100g* batch) (<1g* batc
Slide 9: Confirmed economic viability and competitiveness
9 Hazer Group Ltd – Investor Presentation – June 2025 Confirmed economic viability and competitiveness Hazer's technology costs are very competitive when compared to all other hydrogen production types H2 per kg Cost Range by Type* • Hazer is cost-competitive with clear path to further $7 optimisati
Slide 10: "Plug-in" technology using existing infrastructure
10 Hazer Group Ltd – Investor Presentation – June 2025 “Plug-in" technology using existing infrastructure End-use deployment and application of the Hazer Technology eliminates H2 transport risk and reduces cost • Eliminates requirement for H2 transportation cost and risk • Co-located with end-user i
Slide 11: Rapidly expanding customer pipeline
11 Hazer Group Ltd – Investor Presentation – June 2025 Rapidly expanding customer pipeline Tier-1 partners developing commercial projects in North America, Europe and Asia-Pacific Extensive international project pipeline developing with large corporations across multiple industries
Slide 12: Graphite production diversifies earnings
12 Hazer Group Ltd – Investor Presentation – June 2025 Graphite production diversifies earnings A synthetic, low emissions product with differentiated morphology and properties • Highly structured vs amorphous carbon black • Iron inclusions produce magnetic graphite Mitsui MOU • Low production emiss
Slide 13: Global IP portfolio strengthens competitive edge
13 Hazer Group Ltd – Investor Presentation – June 2025 Global IP portfolio strengthens competitive edge Strategic patents in key markets to strengthen our commercial opportunities globally Geographic Coverage Extensive global patent portfolio • Key patents awarded in the United States & Japan • H2 a
Slide 14: KBR Alliance Accelerates Technology Licensing
KBR Alliance Accelerates Technology Licensing
Slide 15: Strategic alliance to accelerate commercialisation
15 Hazer Group Ltd – Investor Presentation – June 2025 Strategic alliance to accelerate commercialisation Hazer & KBR join forces to provide a low carbon hydrogen solution to meet global demand Binding strategic alliance supercharges growth World-leading engineering group and technology licensor Cle
Slide 16: KBR at a glance
16 Hazer Group Ltd – Investor Presentation – June 2025 KBR at a glance A global engineering leader and technology solutions provider Revenue (2023) Global Presence SERVICES ORIENTED SERVICE PEERS SERVICE W/ LIMITED TECHNOLOGY IP PEERS 81+ US$ 7.0 bln countries Ammonia Market Share Licensed Ammonia P
Slide 17: Market leader in ammonia & methanol
17 Hazer Group Ltd – Investor Presentation – June 2025 Market leader in ammonia & methanol Currently >450 ammonia and >90 methanol plants operating globally Current Market 8.1 54MTPA H Demand 2 5.6 US$120billion 7.7 3.0 5.6 >500MTPA CO 5.3 12.3 2 2.3 3.3 0.4 KBR Market Share Existing ammonia termina
Slide 18: Binding deal to accelerate technology licensing
18 Hazer Group Ltd – Investor Presentation – June 2025 Binding deal to accelerate technology licensing Key elements of the strategic alliance Initial term of six (6) years with an option to extend subject to 1 Agreement Term performance metrics being met Develop design package for Hazer units target
Slide 19: Business Plan & Corporate
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Slide 20: Business plan momentum
20 Hazer Group Ltd – Investor Presentation – June 2025 Business plan momentum KBR Alliance has material impact on Hazer’s portfolio delivery and business plan Illustrative Hazer cashflows per project 1 New revenue streams (50ktpa H2 US plant)* ✓ Unlocks access to global ammonia and methanol markets
Slide 21: Derisking and fast-tracking commercial pipeline
21 Hazer Group Ltd – Investor Presentation – June 2025 Derisking and fast-tracking commercial pipeline Existing project portfolio of over 1 million tonne per annum total capacity (~1% of global H2 demand) Diversification Reduces Risk Key Industry Sectors 3% Regions 15% 19% Sectors Middle East Iron &
Slide 22: Growth trajectory – 10+ plants in years
22 Hazer Group Ltd – Investor Presentation – June 2025 Growth trajectory – 10+ plants in 10 years* Potential for ~400 KTPA of Hazer installed H2 capacity across target markets by 2034 2025 Current Portfolio 2034 Target Portfolio Current Highest Probability Projects 7 Plants 1. North America – BC, Ca
Slide 23: 2025 strategic priorities – Accelerating to scale
23 Hazer Group Ltd – Investor Presentation – June 2025 2025 strategic priorities – Accelerating to scale Multiple near-term catalysts to unlock value creation 1 Accelerate reactor scale-up to meet demand for large-scale commercial projects Commercialising Technology 2 Unlock value potential in graph
Slide 24: Compelling investment case
24 Hazer Group Ltd – Investor Presentation – June 2025 Compelling investment case Low-cost, clean H2 technology with strong competitive advantage Commercially ready today and co-locates with end- user infrastructure Capex-lite” license model unlocks early cash-flow Tier-1, global partnerships across
Slide 25: Hazer Group Ltd
Hazer Group Ltd ASX:HZR Investor Relations Enquiries: contact@hazergroup.com.au Media Enquiries: anah@wecommunications.com