Redox Limited · ASX:RDX
Redox — Shareholder Meeting (October 2025)
23 slides from Redox's shareholder meeting presentation, Oct 8, 2025
Slide 1: Redox 2025 AGM Chair's Address and Presentation
8 October 2025 Redox 2025 AGM Chair’s Address and Presentation Redox Limited (ACN 000 762 345) (ASX:RDX) (Redox) Annual General Meeting (“AGM”) Chair’s Address and presentation to be delivered at today’s AGM in Sydney is attached. - ends - This announcement is authorised for release by the CEO of Re
Slide 2: 2025 Annual General Meeting Chair's Address
08 October 2025 Redox Limited 2025 Annual General Meeting Chair’s Address Good morning and welcome to the Annual General Meeting of Redox Limited, thank you for being here today. I am Ian Campbell, the Chair of the Company, I am pleased to chair this meeting today. Your company continued to prosper
Slide 3: FY25 AGM Presentation
FY25 AGM PRESENTATION 8th October 2025 REDOX LIMITED (RDX.ASX) 1
Slide 4: Annual General Meeting Agenda
Annual General Meeting Agenda 1 Chair’s Introduction 2 CEO’s Presentation 3 Q&A 4 Formal Business of Meeting 2
Slide 5: Chair's Introduction
Chair’s Introduction Ian Campbell Non-Executive Chair 3
Slide 6: CEO's Presentation
CEO’s Presentation Raimond Coneliano Chief Executive Officer & Managing Director 4
Slide 7: Industry Operating Environment FY25
Industry Operating Environment FY25 Prices Margin Demand Costs Conditions are expected to move Price deflation created Subdued demand due a headwind to Inflation in storage Margins normalised to geopolitical and Prevailing Wage towards longer revenue growth industry wide macroeconomic Inflation ~5%
Slide 8: FY25 Highlights
FY25 Highlights $1.244b 21.6% $123.8m $268.6m Sales Revenue Gross Profit Margin Cash or Cash Equivalents Gross Profit up 1.0% vs PCP +9.4% growth vs PCP (within historical range) (Zero Net Debt) 45.3% 194 12.5 cps Conversion Margin Sales team expanded by 7.2% Total FY25 Dividend (Gross Profit to EBI
Slide 9: Sales Revenue
Sales Revenue FY25 sales increased by 9.4% vs PCP driven by strong volume growth in a subdued demand environment Prices were lower in FY25 vs PCP, with the largest delta being with Q1 FY24 Industry segment performance • Crop Production & Protection sales increased 30% vs PCP driven by robust industr
Slide 10: Leading distributor of chemicals, ingredients and raw materials
Leading distributor of chemicals, ingredients and raw materials Primary focus organic Extensive and growing growth complimented customer, supplier by acquisitions & and product base 8,000+ 5,000+ geographic expansion ACTIVE CUSTOMERS SKU’S 100+ 1,000+ STOCK LOCATIONS ACTIVE SUPPLIERS Largest 30-year
Slide 11: Chemical Distribution is highly attractive
Chemical Distribution is highly attractive Thousands of specialty Tens of thousands of Hundreds of thousands & commodity chemical potential of potential customers manufacturers SKU’s/products globally Distributors Large market Fragmented sector that deliver valuable Increasing Demand for growing at
Slide 12: Growing the Redox platform in FY25
Growing the Redox platform in FY25 Acquisitions Organic Growth Levers • Sales Team Expanded from 181 to 194 Australian distributor of specialty surfactants • Canadian entity established • New Technical staff added to enhance positioning in industries such as Mining • New offices established in Ohio
Slide 13: Q1 FY26 Update & Outlook & Strategy
Q1 FY26 Update * • Volume growth was in-line with long term averages • Selling prices were stable vs PCP • Gross Profit Margins at similar levels to FY25 • Macroeconomic and geopolitical factors remained a headwind, weaker than average demand conditions expected to persist throughout FY26 Outlook &
Slide 14: Q&A
Q&A Ian Campbell Non-Executive Chair 12
Slide 15: Formal Business of Meeting
Formal Business of Meeting 13
Slide 16: How to vote
How to vote • When the poll is open, select the vote icon at the top of the screen • To vote, select either For, Against or Abstain • You will see a vote confirmation • To change or cancel your vote “click here to change your vote” at any time until the poll is closed 14
Slide 17: How to ask a question
How to ask a question • To ask a written question select the Q&A icon • Select the topic your question relates to from the drop-down list • Type your question in the text box and press the send button • To ask a verbal question follow the instructions below the broadcast window 15
Slide 18: Items of Business
Items of Business Item 1 – Financial Report Item 2 – Adoption of Remuneration Report Item 3 – Re-election of Director Item 4 – Grant of Performance Rights Item 4.1 – Raimond Coneliano Item 4.2 – Renato Coneliano Item 4.3 – Richard Coneliano 16
Slide 19: Proxy votes
Proxy votes Item 2 – Adoption of the Remuneration Report For Against Open Abstain Excluded 137,980,419 237,757 290, 990 40,625 125,425,008 99.62% 0.17% 0.21% N/A N/A 56 holders 19 holders 20 holders 9 holders 6 holders Item 3 – Re-election of Director – Mary Verschuer For Against Open Abstain Exclud
Slide 20: Proxy votes
Proxy votes Item 4 - Grant of Performance Rights to Executive Directors Item 4.1 Raimond Coneliano, CEO & Managing Director For Against Open Abstain Excluded 129,413,181 5,177,773 293,490 3,665,347 125,452,008 95.94% 3.84% 0.22% N/A N/A 44 holders 31 holders 21 holders 8 holders 6 holders Item 4.2 R
Slide 21: Complete Voting
REDOX Complete Voting 19
Slide 22: Disclaimer
Disclaimer Important notices This Presentation has been prepared by Redox Limited (ABN 92 000 762 345) (“RDX” or “Company”). Summary information This Presentation contains summary information about RDX and its activities current as at 30 June 2025. The information in the Presentation is of a general
Slide 23: Redox
REDOX ee fin Redox Redox_global RedoxGlobal Limited @redoxglobal. bsky.social