Slide 1: FY26 Presentation
FY26 Presentation DXN Limited (ASX:DXN) 31 August 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 a modular data centre, designing, engineering, manufacturing, deploying, operating and maintaining high-quality modular data centres across three core markets. A decade-long
Slide 3: 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 4: The industry is facing critical problems that DXN's solution addresses
The industry is facing critical problems that DXN’s solution addresses Prefabrication of data centers is not a new phenomena however the supply challenges facing the industry are driving a dramatic shift towards prefabrication in order to meet demand AI Industry Challenges DXN’s Solution • Customers
Slide 5: What does this mean for DXN?
What does this mean for DXN? The shift in both industry demand and the supply response has driven a step change in DXN’s business model Increased collaboration Increased with customers Benefits of scale contract value • DXN is increasingly being • Bespoke, increasingly • Customer led demand has enga
Slide 6: DXN's AI HPC modules
DXN’s AI HPC modules A next-generation modular approach to high-density, mission-critical AI infrastructure • Provides customers with a fully integrated, factory-built AI ready module Measurable benefits • Replaces traditional bespoke construction with a fully productised, factory-built data centre
Slide 7: FY26 Financials
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Slide 8: FY26 Income Statement
FY26 Income Statement FY26 ($m) FY25 ($m) Sales to customers 10.1 15.1 • Revenue decreased 33% to $10.1m, reflecting customer- Cost of goods sold (8.4) (10.3) side project deferrals in 1H FY26, partly recovered as Gross profit 1.8 4.9 deferred projects progressed through execution in 2H FY26. Other
Slide 9: Strengthened capital position
Strengthened capital position FY26 ($m) FY25 ($m) Cash and cash equivalents 11.0 3.1 Trade and other receivables 1.3 3.4 Inventories / work in progress 2.0 0.6 • Cash increased to $11.0m, supported by a $7.0m Other current assets¹ 0.6 1.0 institutional capital raise Total current assets 14.8 8.1 com
Slide 10: Outlook
DX Outlook
Slide 11: Growing backlog, strengthens DXN's position
Growing backlog, strengthens DXN’s position • Backlog1 of $23.5million (as at 30 June 26): $23.5m o The Company’s strongest Backlog position to date o Modular Backlog of $19.0 million o 45% of Backlog expected to be delivered in 1HFY27 o Subsequent to year-end the Company secured multiple contracts
Slide 12: Future growth underpinned by robust identified pipeline
Future growth underpinned by robust identified pipeline • The current identified pipeline consists of 99 projects1,2 • Pipeline includes a diversified mix of projects, with 21% of projects related to global AI compute infrastructure customers. Current Identified Pipeline by Number of Projects1,2 Ide
Slide 13: FY27 Outlook
FY27 Outlook DXN enters FY27 with a materially strengthened balance sheet and a foothold in the global AI HPC and neo-cloud market • Near-term priority: successful delivery and commissioning of the AI HPC pilot, the key catalyst for converting an indicative US$200m+ follow-on opportunity into contra
Slide 14: Disclaimer
Disclaimer This presentation has been prepared by DXN Limited (ACN 620 FORWARD LOOKING STATEMENTS 888 548) (DXN or Company). Certain statements contained in this presentation, including information as to the future financial or operating performance of the Company and its NOT AN OFFER assets, are fo
Slide 15: Thank you
Thank you For more info visit dxn.solutions or email info@dxn.solutions