Slide 1: Investor Presentation August 2026
De.mem Limited (ASX:DEM) For personal use only Investor Presentation August 2026
Slide 2: Contents
CONTENTS 2 RESULTS OVERVIEW 3 Investment highlights 4 Global leader in de-centralised water treatment For personal use only 5 Record growth momentum 6 Positive cashflow growth momentum 7 Record outlook BUSINESS OVERVIEW 8 Proprietary technology 9 Diversified product & services 10 Recurring revenue m
Slide 3: Investment Highlights
INVESTMENT HIGHLIGHTS 3 On track for record CY2026 full year results, supported by record growth momentum and recurring cashflows Record results, with positive operating cashflow • Record 29 consecutive quarters of cash receipts growth vs prior corresponding period. • ~24% long term compound annual
Slide 4: Global Leader in De-centralized Water Treatment
GLOBAL LEADER IN DE-CENTRALIZED WATER TREATMENT 4 De.mem’s vision is to be the leading international supplier of de-centralized water treatment solutions Industrial Residential For personal use only Comprehensive “one stop shop” offering for Small, standardized filtration systems for Key industrial
Slide 5: Record Growth Momentum
RECORD GROWTH MOMENTUM 5 More than 90% recurring revenues underwrite continuous growth $12 For personal use only $10 Quarterly cash recepts (A$M) $8 $6 $4 $2 $0 RECORD CONTINUOUS GROWTH • June Quarter 2026 - record 29 consecutive quarters of cash receipts growth vs prior corresponding period. • ~24%
Slide 6: Positive Cashflow Growth Momentum
POSTIVE CASHFLOW GROWTH MOMENTUM 6 Positive cashflow growth momentum 1,500,000 928,000 For personal use only 1,000,000 500,000 232,000 Operating cash flow (A$) 115,000 0 -500,000 -1,000,000 -1,500,000 -1,446,000 -2,000,000 -1,881,000 -2,500,000 CY22 CY23 CY24 CY25 1H26 • Strong positive operating ca
Slide 7: Record Outlook
RECORD OUTLOOK 7 On track for record full year CY2026 results For personal use only 35 32.2 30 28.4 Calendar year csah receipts (A$m) 24.8 25 19.7 20.0 20 18.1 15 14.2 10 5 0 CY20 CY21 CY22 CY23 CY24 CY25 1H26 • Record CY2025 cash receipts of $32.2m • On track for record CY2026 results given: • 1H26
Slide 8: World Leading Hollow Fibre Membrane Technology
WORLD LEADING HOLLOW FIBRE MEMBRANE TECHNOLOGY 8 Principle of Hollow Fibre Membrane Filtration • De.mem’s membranes are a microporous structure, whereby the pore size within the membrane Only molecules determines which contaminants can be removed. Clean water smaller than the pores pass • Membrane s
Slide 9: Industrial Water Treatment Product & Services Offering
INDUSTRIAL WATER TREATMENT PRODUCT & SERVICES OFFERING 9 Only ASX-listed company with fully diversified offering and Australian metropolitan and regional presence Packaged Membrane Systems Membrane Modules Membranes For personal use only Seawater Desalination Pumps & Hydraulics Chemical Dosing Equip
Slide 10: High Margin Recurring Revenue Model
HIGH MARGIN RECURRING REVENUE MODEL 10 Demem generates more than 90% recurring revenues For personal use only Services Specialty Pumps, Services & Membrane Systems (BOO & O&M) Chemicals Equipment Build, Own, Operate (BOO) Supply containerized For water treatment plant Supply pumps, small involves le
Slide 11: Large, Highly Fragmented Market
LARGE, HIGHLY FRAGMENTED MARKET 11 The Australian market is highly fragmented, with multiple small operators in narrow niches and limited geographies. The global market is US$39 billion (4). DEM is the only provider of a complete decentralised wastewater treatment product & service offering across A
Slide 12: National Business Portfolio with Blue Chip Client Base
NATIONAL BUSINESS PORTFOLIO WITH BLUE CHIP CLIENT BASE 12 Australia-wide offering including key regions of Kalgoorlie (Western Australia) and Albury-Wodonga (regional VIC/NSW), servicing blue-chip clients such as Rio Tinto, AGL, Inghams, Alcoa, Pilbara Minerals For personal use only Border Pumpworks
Slide 13: Core Chemicals Acquisition
CORE CHEMICALS ACQUISITION 13 Significant synergy upside from acquisition of well-priced, profitable, high growth business Well-priced, well structured, accretive acquisition • On 17 October 2025, De.mem acquired Core Chemicals, a supplier of process chemicals and services to For personal use only g
Slide 14: Strong Acquisition Value-Add Track Record
STRONG ACQUISITION VALUE-ADD TRACK RECORD 14 Since 2019, Demem has successfully grown bolt-on acquisitions by average ~70% Historical acquisition growth For personal use only • From 2019, De.mem has increased revenues by 70% of 6 acquired businesses (see Chart below). • Recently acquired Core Chemic
Slide 15: Residential Water Treatment Products
RESIDENTIAL WATER TREATMENT PRODUCTS 15 De.mem is launching its domestic water filters via distribution partnerships to the global market • De.mem offers a range of small, standardized filtration systems for domestic water purification For personal use only • Incorporating De.mem’s Graphene Oxide (“
Slide 16: Corporate Snapshot
CORPORATE SNAPSHOT 16 Over the last 3 months, De.mem is recovering its prior underperformance relative to ASX Small Industrials index ASX code DEM Ordinary shares ~324m Mr Andreas Hendrik De Wit (Non-executive ~12% Chairman) For personal use only Market capitalisation $31m MAJOR SHAREHOLDERS Cash on
Slide 17: For personal use only
For personal use only Andreas Kroell George Gabriel, CFA Chief Executive Officer Investor relations De.mem Limited BLETCHLEY Park Capital investor@demem.com.sg gg@bletchleyparkcapital.com.au Follow us on Linked In