Hazer Group Ltd. · ASX:HZR
Hazer — Q4 FY25 Earnings Presentation
31 slides from Hazer's earnings presentation, Jul 24, 2025
Slide 1: Investor Webinar Presentation announcement
Hazer Group Limited (ACN 144 044 600) Level 9, 99 St Georges Tce, WA 6000 PO Box Z5511, St Georges Tce, Perth, WA 6831 INVESTOR WEBINAR PRESENTATION PERTH, AUSTRALIA; 24 July 2025: Hazer Group Ltd ("Hazer" or "the Company") (ASX: HZR) is holding its Investor Webinar commencing at 8:30am (AWST) / 10:
Slide 2: Hazer Group: Unlocking the clean hydrogen market
ASX:HZR Hazer Group Unlocking the clean hydrogen market Q4 FY25 Investor Webinar Thursday, 24 July 2025
Slide 3: Disclaimer
2 Hazer Group Ltd – Q4 FY25 Investor Webinar 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 document conta
Slide 4: Agenda
3 Hazer Group Ltd – Q4 FY25 Investor Webinar Agenda Item Q4 FY25 Highlights & Strategy Update Hydrogen Market Update KBR Deal Hazer Graphite Commercial Projects & Pipeline Corporate Update Q&A
Slide 5: Q4 FY25 Highlights & Strategy Update
Q4 FY25 Highlights & Strategy Update
Slide 6: Q4 FY25 Highlights: Global partnership builds momentum
5 Hazer Group Ltd – Q4 FY25 Investor Webinar Q4 FY25 Highlights: Global partnership builds momentum Commercialise • Hazer and KBR sign global deal to accelerate licensing and commercialisation • KBR and Hazer senior-level strategy alignment and progress across scale-up and marketing workstreams • Pa
Slide 7: Executing scale-up and licensing strategy
6 Hazer Group Ltd – Q4 FY25 Investor Webinar Executing scale-up and licensing strategy Strategy: Enablers: • Commercial scale projects in multiple • Large scale license deals MONETISE & jurisdictions under license agreements GROW • License first project • Expand global portfolio • Partnerships and s
Slide 8: Sales pipeline spanning key regions & sectors
7 Hazer Group Ltd – Q4 FY25 Investor Webinar Sales pipeline spanning key regions & sectors Globally diversified pipeline across energy, industry & infrastructure; commercial engagements progressing HAZER'S GLOBAL PIPELINE 45+ active global leads 1.2 Mtpa+ potential hydrogen capacity (~1% global mark
Slide 9: Multi-billion dollar licensing platform
8 Hazer Group Ltd – Q4 FY25 Investor Webinar Multi-billion dollar licensing platform Driving repeatable, capital-light projects across global hydrogen markets Illustrative Hazer cashflows per project Licensing model enables early revenue (50ktpa H2 US plant)* and low capital outlay 14.0 Pre-FID Post
Slide 10: Hydrogen Market Update
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Slide 11: Delivering what "green" hydrogen promised
10 Hazer Group Ltd – Q4 FY25 Investor Webinar Delivering what “green” hydrogen promised Huge Market Failing Solutions Proven Clean Tech Global Rollout Now GLOBAL HYDROGEN Hydrogen Graphite EXCLUSIVE LICENCE MARKET (1 Tonne) (3 T) KBR already have on track to rival the half ammonia market iron ore ma
Slide 12: Large addressable market, ripe for disruption
11 Hazer Group Ltd – Q4 FY25 Investor Webinar Large addressable market, ripe for disruption 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 Hazer’s future Ind
Slide 13: Hazer vs. SMR: Disrupting the old, enabling the new
12 Hazer Group Ltd – Q4 FY25 Investor Webinar Hazer vs. SMR: Disrupting the old, enabling the new Hazer offers a zero-emissions, cost competitive pathway for industries that already rely on hydrogen – without the challenges of carbon capture or electrolysis H2 per kg Cost Range by Type* Steam Methan
Slide 14: Hazer leads the pack of methane pyrolysis peers
13 Hazer Group Ltd – Q4 FY25 Investor Webinar Hazer leads the pack of methane pyrolysis peers Low cost, high-quality by-product (graphite), low energy intensity and scalable design set Hazer technology apart Thermo-Catalytic Other Competitors Technology Type Thermo-catalytic Plasma / Molten beds / T
Slide 15: KBR Deal
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Slide 16: Binding deal to accelerate technology licensing
15 Hazer Group Ltd – Q4 FY25 Investor Webinar 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 targeting 50,00
Slide 17: Market engagement gaining momentum
16 Hazer Group Ltd – Q4 FY25 Investor Webinar Market engagement gaining momentum Progressing scale up, licensing and marketing to enable near-term deployment opportunities Develop Process Design Develop Joint License Package Agreement Framework Process and reactor scale-up Hazer license agreement in
Slide 18: Hazer Graphite
Hazer Graphite
Slide 19: Tightening graphite market amplifies Hazer's value
18 Hazer Group Ltd – Q4 FY25 Investor Webinar Tightening graphite market amplifies Hazer’s value US set to impose additional tariffs on Chinese graphite supply places upward pressure and pricing and volumes • Graphite remains a tier-1 critical mineral across US, Asia-Pacific EU as an essential compo
Slide 20: Hazer Graphite is a versatile and valuable product
19 Hazer Group Ltd – Q4 FY25 Investor Webinar Hazer Graphite is a versatile and valuable product Testing and product development underway with project partners, potential offtakers and industry experts Critical Mineral Apps 1 Concrete & asphalt Low-carbon strengthening additive in concrete & asphalt
Slide 21: Graphite marketing strategy framework
20 Hazer Group Ltd – Q4 FY25 Investor Webinar Graphite marketing strategy framework Direct and indirect pathways to market – line of sight to significant demand volumes and value upside • Active market engagement • Leverage Mitsui relationship • High-quality, low-emissions premium • High potential o
Slide 22: Commercial Projects & Pipeline
Commercial Projects & Pipeline
Slide 23: MOU to develop clean H2 facility in the UK
22 Hazer Group Ltd – Q4 FY25 Investor Webinar MOU to develop clean H2 facility in the UK EnergyPathways is developing a large-scale infrastructure project to provide secure & flexible clean energy to UK • MOU to develop 20ktpa Hazer-licensed production facility in northwest England integrated with M
Slide 24: Strong & diversified customer pipeline
23 Hazer Group Ltd – Q4 FY25 Investor Webinar Strong & diversified customer pipeline Existing project portfolio of over 1 million tonne per annum total capacity (~1% of existing demand) Diversification Reduces Risk Key Industry Sectors 3% Regions 15% 19% Sectors Middle East Iron & Steel making Asia
Slide 25: Corporate Update
Vv Corporate Update
Slide 26: Corporate execution driving progress
25 Hazer Group Ltd – Q4 FY25 Investor Webinar Corporate execution driving progress Strengthening financial and strategic position to support near term commercialisation • Period of global uncertainty; cost discipline and robust liquidity • >$16mln funding position bolstered by $10.7mln capital raise
Slide 27: CY2025 strategic priorities – Accelerating to scale
26 Hazer Group Ltd – Q4 FY25 Investor Webinar CY2025 strategic priorities – Accelerating to scale Multiple near-term catalysts to unlock value creation 1 Accelerate process scale-up to meet demand for large-scale commercial projects Commercialising Technology 2 Unlock value potential in graphite pro
Slide 28: Investment case
27 Hazer Group Ltd – Q4 FY25 Investor Webinar 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 strategic markets
Slide 29: Questions
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Slide 30: Assumptions and notes
29 Hazer Group Ltd – Q4 FY25 Investor Webinar Assumptions and notes Slide 8 – Multi-billion dollar licensing platform - Illustrative Hazer cashflows per project (50ktpa H2 US plant) Sources: Company analysis and projections, modelling a range of notional outcomes 1. Assumes a client’s US project wit
Slide 31: Hazer Group Ltd
Hazer Group Ltd ASX:HZR Investor Relations Enquiries: contact@hazergroup.com.au Media Enquiries: spitaro@nwrcommunications.com.au