Advanced Innergy Holdings Ltd. · ASX:AIH
Advanced Innergy — IPO Roadshow (October 2025)
21 slides from Advanced Innergy's IPO roadshow presentation, Oct 30, 2025
Slide 1: Advanced Innergy Holdings Ltd (ASX:AIH) IPO Presentation
Advanced Innergy Holdings Ltd (ASX:AIH) IPO Presentation 30 October 2025 Advanced Innergy Holdings Limited ACN 687 262 479 of Level 8, 210 George Street SYDNEY NSW 2000 - Approved for ASX Release by the AIH Board of Directors The following IPO Presentation was provided to selected parties in connect
Slide 2: General Disclaimer
General Disclaimer Important Notice and Disclaimer The information contained in this investor presentation (“Presentation”) has been prepared by Advanced Innergy Holdings Limited ACN 687 262 479 (“AIS”, "AIH" or “Company”). The Company has authorised the distribution of this document to the recipien
Slide 3: Introduction to AIH
Introduction to AIH • A leader in advanced materials science - development, design, engineering, manufacture, and installation of mission critical products for energy and industrial markets globally • Diversified global group – forecasting pro-forma A$334.2m in revenue and A$56.4m in EBITDA in FY25
Slide 4: Introduction to AIH
Introduction to AIH Diverse, global group of blue-chip clients Pro-forma Revenue A$m 500 16% CAGR 387.9 400 334.2 289.3 300 236.8 216.8 200 A$m 100 0 FY22 FY23 FY24 FY25 FY26 Diverse Actual Actual Actual Budget Forecast market presence 80 Pro-forma EBITDA A$m 39% CAGR 62.3 60 56.4 39.3 40 28.8 A$m 2
Slide 5: Introduction to AIH
Introduction to AIH Strong momentum moving into FY26… • Total pipeline in excess of $3.6b, with $2.4b on opportunities bid at a fixed price Record pipeline and orderbook across product groups reflecting • Record order book of ~$220m as at 30 Sept, reflecting recent new contract wins end market deman
Slide 6: Introduction to AIH
Introduction to AIH Extensive materials science technology capabilities developed over 30+ year history Alderley Materials UK headquarters Acquired Covertherm Acquired Bardot Acquired CRP Subsea Acquired Ovun, based in formed by Simon relocated from in Nottingham, UK based in La Ciotat, based in And
Slide 7: Introduction to AIH
Introduction to AIH Mission critical protection for vital strategic industries, leveraged to investment in the energy transition Supporting global energy transition across critical industries… … with a unique range of innovative material science solutions… • Niche applications requiring unique solut
Slide 8: Introduction to AIH
Introduction to AIH Unique product solutions rooted in sophisticated materials science technologies, with application across several industries Technical material Mission-critical applications Specialist product segments Challenging environments competencies Composite Epoxy resins engineering Phenol
Slide 9: Product solutions for subsea infrastructure
Product solutions for subsea infrastructure Mooring buoyancy Bend stiffeners NjordGuard VIV strakes Connector Midwater arch External stiffener Centre sections Ballast Distributed buoyancy module NjordFloat Split bend stiffener Tether clamp Tether base Polymat Uraduct® Christmas tree insulation Plet
Slide 10: Key industries and markets
Key industries and markets Our target renewables markets are set to grow strongly over the next 25 years – supported by resilience in key established markets Forecast renewable energy production by source Forecast traditional energy production by source 120 600 100 500 80 400 EJ/yr EJ/yr 60 300 40 2
Slide 11: Orderbook & Pipeline
Orderbook & Pipeline Extensive pipeline of global projects in core Oil and Gas • Global oil & gas sector has >US$100bn in upcoming project investments across AIS’ key operational regions, representing significant opportunities for the company’s mission-critical insulation, passive fire protection, a
Slide 12: Orderbook & Pipeline
Orderbook & Pipeline Strong pipeline of offshore wind projects robust with several large projects soon to come online • The global offshore wind sector presents >$200 billion in upcoming project investments across AIS' key operational regions, with significant opportunities in both traditional fixed
Slide 13: Orderbook & Pipeline
Orderbook & Pipeline AIS has a pipeline of A$2.4bn+ of opportunities bid at a fixed price moving to a conclusion in short term • Track projects up to 3 years in advance • Pipeline from budget proposal to sure of PO • Whole pipeline turns into revenue historically at c. 15% p.a. • Reflects strong mix
Slide 14: Orderbook & Pipeline
Orderbook & Pipeline Current orderbook of ~$220m represents approximately 60% of the forecast base AIS revenue for FY26 (including Ovun) Select new large contract wins placed into order book in the last Orderbook by Product Group* two months 2% • $39 million of subsea ancillary orders Subsea Ancilla
Slide 15: Emerging technologies
Emerging technologies Track record of product innovation, applying existing technologies to new and emerging markets – traction in EV battery protection EV Battery protection materials • Lightweight intumescent, ablative and foam materials and products that shield battery components and enclosures f
Slide 16: Emerging technologies
Emerging technologies Emerging opportunities in Defense applying electronics capability to existing subsea infrastructure product range Electronics Capability • Modular and reconfigurable solution that enables motion, strain, temperature and environment monitoring • Integrates with other subsea anci
Slide 17: Growth strategy
Growth strategy Proven track record of accretive acquisitions that enhance capabilities, expand reach and deliver synergies within 12 months. AIS evaluates acquisition opportunities against five core criteria: Acquisition Opportunities • USA Business – Access to new product range, USA focus with Tec
Slide 18: Growth strategy
Growth strategy Ovun case study – acquiring Norwegian specialist with complimentary technology, enhancing geographic reach AIS has recently completed the acquisition of Ovun, a Norwegian based Ovun by the numbers provider of integrated, high-tech polymer-based products and solutions 1. Geographic ex
Slide 19: Financials
Financials Diverse revenue streams across product groups Revenue by Product Group (FY24) Gross Margin by Product Group (FY22 – FY25) 60% 4% 2% 50% 7% 40% 42% GP% 16% 30% 20% 10% 27% 0% FY22A FY23A FY24A FY25F Subsea Ancillary Products Subsea Insulation Subsea Ancillaries Subsea Insulation Fire Prote
Slide 20: Financials
Financials Strong growth underpinned by record order book and expansion across all product groups and geographies Pro-forma revenue A$m Pro-forma EBITDA A$m Pro-forma NPAT A$m CAGR 16% (FY23-FY26F) CAGR 29% (FY23-FY26F) CAGR 60% (FY23-FY26F) 62.3 387.9 56.4 28.9 334.2 24.5 289.3 39.3 236.8 28.8 11.0
Slide 21: AIS Quedgeley West Business Park, Gloucester
AIS Quedgeley West Business Park Bristol Rd, Gloucester GL2 4PA, UK
Advanced Innergy Holdings — IPO Roadshow (October 2025) on 6ix