Hazer Group Ltd. · ASX:HZR
Hazer — Investor Presentation (January 2026)
28 slides from Hazer's investor presentation, Jan 28, 2026
Slide 1: ASX announcement: 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; 28 January 2026: Hazer Group Ltd ("Hazer" or "the Company") (ASX: HZR) is holding its Investor Webinar commencing at 8:00 (AWST) / 11
Slide 2: A New Pathway for Industrial Decarbonisation
hazergroup.com.au ASX:HZR For personal use only A New Pathway for Industrial Decarbonisation Q2 FY26 Investor Webinar 28 January 2026
Slide 3: Disclaimer
Hazer Group Ltd - FY26 Q2 Webinar – 28 January 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 Limited (“H
Slide 4: Converting Emissions into Energy and Critical Minerals
Hazer Group Ltd - FY26 Q2 Webinar – 28 January 2026 For personal use only Converting Emissions into Energy and Critical Minerals Affordable. Scalable. Now. ‘Hazer Group is decarbonising industry with its breakthrough climate technology; accelerating the delivery of affordable clean hydrogen and valu
Slide 5: Agenda
Hazer Group Ltd - FY26 Q2 Webinar – 28 January 2026 Agenda For personal use only 01 Q2 FY26 Highlights & Strategy Update 02 Hydrogen Market Update 03 Technology Scale-up & Go-To-Market Strategy 04 Steel Making, Whyalla, POSCO 05 Hazer Graphite 06 Corporate Update 07 Q&A 4
Slide 6: Q2 FY26 Highlights & Strategy Update
For personal use only 01 Q2 FY26 Highlights & Strategy Update 5
Slide 7: Q2 FY26 Highlights: Foundations for commercialisation
Hazer Group Ltd - FY26 Q2 Webinar – 28 January 2026 Q2 FY26 Highlights: Foundations for commercialisation Global partnerships building commercial momentum Scale-up & First Hazer- Unlocking Government Graphite For personal use only market traction KBR deal clean-steel engagement monetisation KBR laun
Slide 8: Hydrogen Market Update
For personal use only 02 Hydrogen Market Update 7
Slide 9: Disrupting a large, established, CO2 intensive market
Hazer Group Ltd - FY26 Q2 Webinar – 28 January 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 Latest Hydrogen Market Update1 • TAM ~100MPTA (US$206 B);
Slide 10: Methane pyrolysis maturing as a key decarbonisation solution
Hazer Group Ltd - FY26 Q2 Webinar – 28 January 2026 Methane pyrolysis maturing as a key decarbonisation solution Growing industry, government and investor support for methane pyrolysis as a viable clean H2 pathway For personal use only 9
Slide 11: Technology Scale-up & Go-to-Market Strategy
For personal use only 03 Technology Scale-up & Go-to-Market Strategy 10
Slide 12: Hazer & KBR: Building from alliance to licensing
Hazer Group Ltd - FY26 Q2 Webinar – 28 January 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 Where We What’s We Signed Are Now Next (May 2025) (2026) • Global KBR Alliance si
Slide 13: KBR actively marketing Hazer globally
Hazer Group Ltd - FY26 Q2 Webinar – 28 January 2026 KBR actively marketing Hazer globally Visit the KBR website: Methane Pyrolysis Technology & Clean Ammonia and Hydrogen For personal use only Hari Ravindran, KBR SVP and Global Head, Technology Solutions “...the methane pyrolysis technology jointly
Slide 14: Hazer-KBR Alliance secures first revenue from UK deal
Hazer Group Ltd - FY26 Q2 Webinar – 28 January 2026 Hazer-KBR Alliance secures first revenue from UK deal EnergyPathways is developing a large-scale infrastructure project to provide secure & flexible clean energy to the UK For personal use only • Paid concept engineering study secured; first revenu
Slide 15: Sales pipeline spanning key regions & sectors
Hazer Group Ltd - FY26 Q2 Webinar – 28 January 2026 Sales pipeline spanning key regions & sectors Globally diversified pipeline across energy, industry & infrastructure; commercial engagements progressing For personal use only Size of potential plant (‘000 tonnes/yr) 80+ 20-80 <20 Active Project Dis
Slide 16: Steel Making & Hazer
For personal use only 04 Steel Making & Hazer 15
Slide 17: Strong synergies with the steel making process
Hazer Group Ltd - FY26 Q2 Webinar – 28 January 2026 Strong synergies with the steel making process Low carbon emissions steel making incorporating the Hazer Process Iron ore pellets For personal use only Hazer Clean Hydrogen Iron Final processing Electric arc furnace (EAF) Low carbon emissions Direc
Slide 18: Hazer selected for Whyalla clean steel bid
Hazer Group Ltd - FY26 Q2 Webinar – 28 January 2026 Hazer selected for Whyalla clean steel bid Technology selection aligns large-scale deployment with State and Federal decarbonisation priorities For personal use only • Hazer technology selected by M Resources for Whyalla Steelworks bid • First majo
Slide 19: POSCO and Hazer extend strategic collaboration
Hazer Group Ltd - FY26 Q2 Webinar – 28 January 2026 POSCO and Hazer extend strategic collaboration Hazer technology is uniquely positioned to support the decarbonisation of the global steel making industry For personal use only • 6th largest steel producer worldwide • POSCO advancing low-carbon stee
Slide 20: Hazer Graphite
For personal use only 05 Hazer Graphite 19
Slide 21: Hazer Graphite progresses across industrial markets
Hazer Group Ltd - FY26 Q2 Webinar – 28 January 2026 Hazer Graphite progresses across industrial markets Steelmaking leads a growing pipeline of high-volume applications For personal use only • POSCO testing validated Hazer Graphite, supporting extension of the collaboration • Graphite evaluation adv
Slide 22: Hazer Graphite is a versatile and valuable product
Hazer Group Ltd - FY26 Q2 Webinar – 28 January 2026 Hazer Graphite is a versatile and valuable product Testing and product development underway with project partners, potential offtakers and industry experts For personal use only Iron & Steel Manufacturing Water Treatment Market Size (MTPA): 860 Mar
Slide 23: FY2026 Q2 Webinar
FY2026 Q2 Webinar For personal use only 06 Corporate Update 22
Slide 24: Government policy alignment and funding support
Hazer Group Ltd - FY26 Q2 Webinar – 28 January 2026 Government policy alignment and funding support Strengthen recognition of Hazer by state and federal Governments For personal use only • Canberra engagements targeted policy and funding options across industrial decarbonisation and critical mineral
Slide 25: 2026: Delivering commercialisation
Hazer Group Ltd - FY26 Q2 Webinar – 28 January 2026 2026: Delivering commercialisation For personal use only Convert pipeline Deliver FID- Monetise Unlock new to licences ready projects graphite growth Multiple licenses Advance key projects Advance testing, Expand KBR, strategic targeted leveraging
Slide 26: Q&A
For personal use only Q&A 07 25
Slide 27: 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
Slide 28: Abbreviations and units used
Hazer Group Ltd - FY26 Q2 Webinar – 28 January 2026 Abbreviations and units used ARENA Australian Renewable Energy Agency For personal use only CCS Carbon Capture & Storage CDP Commercial Demonstration Plan DRP Direct Reduction Process IP Intellectual Property EAF Electric Arc Furnace FID Final Inve