Hazer Group Ltd. · ASX:HZR
Hazer — Q3 FY26 Earnings Presentation
24 slides from Hazer's earnings presentation, Apr 22, 2026
Slide 1: Investor Webinar Presentation
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; 22 April 2026: Hazer Group Ltd ("Hazer" or "the Company") (ASX: HZR) is holding its Investor Webinar commencing at 9:00am (AWST) / 11
Slide 2: Scalable Pathway to Energy Security & Industrial Decarbonisation
hazergroup.com.au ASX:HZR For personal use only Scalable Pathway to Energy Security & Industrial Decarbonisation Q3 FY26 Investor Webinar Wednesday 22 April 2026
Slide 3: Disclaimer
Hazer Group Ltd - FY26 Q3 Webinar – Wednesday, 22 April 2026 Disclaimer Important information This presentation has been prepared by Hazer Group Financial data All amounts are in Australian Dollars (AUD) unless otherwise the Company believes that the expectations reflected in such forward-looking Li
Slide 4: Converting Natural Gas into Energy and Critical Minerals
Hazer Group Ltd - FY26 Q3 Webinar – Wednesday, 22 April 2026 For personal use only Converting Natural Gas into Energy and Critical Minerals Affordable. Scalable. Now. ‘Hazer Group is decarbonising industry with its breakthrough climate technology; accelerating the delivery of affordable clean hydrog
Slide 5: Positioned to win in a tight energy market
Hazer Group Ltd - FY26 Q3 Webinar – Wednesday, 22 April 2026 Positioned to win in a tight energy market Local, Scalable, Low-Emission Solution for Energy and Critical Mineral Security For personal use only Low Cost 1 2 A$114M A$15M Market Cap. Funding position Scalable De-risked A$130M 70+ Capital i
Slide 6: Agenda
Hazer Group Ltd - FY26 Q3 Webinar – Wednesday, 22 April 2026 Agenda For personal use only 01 Q3 FY26 Highlights & Strategy Update 02 Hydrogen & Graphite Market Update 03 Commercial Scale-up & Go-To-Market Strategy 04 Hazer Graphite Monetisation 05 Corporate Update 06 Q&A 5
Slide 7: Q3 FY26 Highlights & Strategy Update
For personal use only 01 Q3 FY26 Highlights & Strategy Update
Slide 8: Q3 FY26 Highlights: Foundations for commercialisation
Hazer Group Ltd - FY26 Q3 Webinar – Wednesday, 22 April 2026 Q3 FY26 Highlights: Foundations for commercialisation Global partnerships building commercial momentum Scale-up & Canada project First graphite Pipeline Graphite For personal use only market traction advances offtake signed conversion mone
Slide 9: Hydrogen & Graphite Market Update
For personal use only 02 Hydrogen & Graphite Market Update 8
Slide 10: Disrupting a large, established, CO2 intensive market
Hazer Group Ltd - FY26 Q3 Webinar – Wednesday, 22 April 2026 Disrupting a large, established, CO2 intensive market Current demand met with a carbon intensive process; steam methane reforming Global Hydrogen Demand Outlook (Mtpa) For personal use only • TAM ~100MPTA (US$206 B); 4% (CAGR)1 • Low-carbo
Slide 11: Supply crunch amplifies Hazer's graphite opportunity
Hazer Group Ltd - FY26 Q3 Webinar – Wednesday, 22 April 2026 Supply crunch amplifies Hazer’s graphite opportunity Critical mineral security concerns intensifying as graphite supply tightens For personal use only • Tier-1 critical mineral for the energy transition • China dominates over 80% of graphi
Slide 12: Commercial Scale-up & Go-to-Market Strategy
For personal use only 03 Commercial Scale-up & Go-to-Market Strategy 11
Slide 13: Hazer & KBR: Building from Alliance to licensing
Hazer Group Ltd - FY26 Q3 Webinar – Wednesday, 22 April 2026 Hazer & KBR: Building from Alliance to licensing Progressing scale up, licensing and marketing to enable near-term deployment opportunities For personal use only When First Year What’s We Signed Progress Next (May 2025) (2025) (2026) • Glo
Slide 14: Design package complete unlocking global deployment
Hazer Group Ltd - FY26 Q3 Webinar – Wednesday, 22 April 2026 Design package complete unlocking global deployment Hazer and KBR complete process design package enabling commercial deployment For personal use only • Process Design Package (PDP) complete for commercial scale Hazer plants • 30ktpa stand
Slide 15: KBR engaged to fast-track Canada Project
Hazer Group Ltd - FY26 Q3 Webinar – Wednesday, 22 April 2026 KBR engaged to fast-track Canada Project Progressing FortisBC project toward commercial-scale hydrogen production For personal use only • KBR engaged to expedite engineering works for British Columbia site location • Advancing development
Slide 16: Sales pipeline spanning key regions & sector
Hazer Group Ltd - FY26 Q3 Webinar – Wednesday, 22 April 2026 Sales pipeline spanning key regions & sector Globally diversified pipeline across energy, industry & infrastructure; commercial engagements progressing For personal use only Selected High Potential Opportunities Customer Region Application
Slide 17: Hazer Graphite Monetisation
For personal use only 04 Hazer Graphite Monetisation
Slide 18: Graphite Monetisation Strategy
Hazer Group Ltd - FY26 Q3 Webinar – Wednesday, 22 April 2026 Graphite Monetisation Strategy Validated pathways progressing to commercial scale For personal use only VALUE GROWTH High-End Applications VOLUME Adjacent Opportunities Premium Markets Drop-in Applications Higher-Value Markets High-Confide
Slide 19: First graphite offtake deal signed with GreenSteel WA
Hazer Group Ltd - FY26 Q3 Webinar – Wednesday, 22 April 2026 First graphite offtake deal signed with GreenSteel WA Non-binding MoU and graphite offtake with low-emissions steel developer in Australia For personal use only • First commercial offtake agreement for Hazer graphite • Low-emissions carbon
Slide 20: FY2026 Q2 Webinar
FY2026 Q2 Webinar For personal use only 05 Corporate Update 19
Slide 21: CERA Week Highlights: Hazer's strategic edge
Hazer Group Ltd - FY26 Q3 Webinar – Wednesday, 22 April 2026 CERA Week Highlights: Hazer’s strategic edge Methane pyrolysis from science to strategically relevant • Energy security and critical minerals front and centre For personal use only • Data centres to drive surge in energy demand; behind the
Slide 22: Commercial momentum building through 2026
Hazer Group Ltd - FY26 Q3 Webinar – Wednesday, 22 April 2026 Commercial momentum building through 2026 We believe Hazer is now entering the strongest value-creation phase in its history. For personal use only Canada Win KBR Sales Strategic Revenue Delivery Whyalla Traction Deals Expansion Finalise s
Slide 23: Q&A
For personal use only Q&A 06 22
Slide 24: Hazer Group Ltd
For personal use only Hazer Group Ltd ASX:HZR Investor Relations Enquiries: contact@hazergroup.com.au Media Enquiries: spitaro@nwrcommunications.com.au hazergroup.com.au