Slide 1: Q4 & FY 2025 Results
Q4 & FY 2025 Results Sustainable Water Solutions Investor Presentation January 30, 2026
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Fluence Corporation Limited (ASX: apply for any securities, including in any jurisdiction where, or to any person FLC). All currencies quoted as “$” are US dollars unless otherwise specified. to whom, such an offer or invitation would be unlawful. Th
Slide 3: Executive Summary
Executive Summary Enhanced • CEO/CFO succession completed in Q4 Leadership • CGO focus on driving commercial expansion and recurring revenue Driving Growth & • CTLO enhancing global talent, culture, and compliance Execution • VP & GM hire strengthening SEA & China growth and operating capabilities •
Slide 4: Fluence Business Segments
Fluence Business Segments The water and wastewater treatment market is highly fragmented, offering a direct opportunity for Fluence to focus on high-growth end markets MUNICIPAL WATER & WASTEWATER INDUSTRIAL WASTEWATER & BIOGAS INDUSTRIAL WATER & REUSE SEA ASIA & CHINA • Market-leading MABR technolo
Slide 5: Shifting Focus to SPS and RR
Shifting Focus to SPS and RR Focusing our business on SPS significantly improves profitability, recurring revenue and growth • Stronger focus on SPS: Ramping sales of TRANSITION TO HIGHER MARGIN SEGMENTS our unique, decentralized water and wastewater treatment solutions Illustrative increase in GM%
Slide 6: Fluence’s Strategic Transition - Revenue Segmentation
Fluence’s Strategic Transition - Revenue Segmentation Focused on growing presence in North America and transitioning from CES revenue to SPS and Recurring Revenue segments Medium-Term 2022 2023 2024 2025 TARGETS 11% GEOGRAPHY 6% 8% 9% 13% 13% 6% 12% 27% 30% 7% 35% 19% 10% • Focus on growing 11% 15%
Slide 7: Q4 and FY 2025 Financial Highlights
Q4 and FY 2025 Financial Highlights All numbers subject to audit • Q4 and FY 2025 Revenue of $26.0M and $78.4M, respectively Financial Summary (FY2022-25) (1)(2) • Represents 22.7% growth over Q4 2024 and 52.3% growth over FY (US$ millions) 2024 • Ivory Coast Addendum revenue of $27.5M was $20.4M hi
Slide 8: Record New Order Bookings Leading to Growing Backlog
Record New Order Bookings Leading to Growing Backlog New Order Bookings • Q4 and FY 2025 new orders of $24.5M and $64.2M, (US$ millions) $24.5 respectively o New orders booked in Q4 2025 and FY 2025 of $17.2 $24.5M and $64.2M, respectively, representing an $12.1 $10.5 increase of 157.8% and 28.5% $9
Slide 9: Key Recent Orders
Key Recent Orders The Company secured several notable new orders in Q4 2025 and January 2026, including: • Qurayyah Power Plant (Saudi Arabia): $12M+ Niroflex ultra-pure WTP with pretreatment and demineralization; • Dow (Argentina): $3.4M UF and 2-pass BWRO for demi-water production; • Confidential
Slide 10: Ivory Coast Project
Ivory Coast Project Project Overview The Installation Main Works: • Value: €164M • Scope: – The design and construction of a 150,000 m³/day water treatment plant to supply drinking water to the city of Abidjan Addendum Works: • Value: €48M • Scope: – Distribution of treated water from two 5,000m³ wa
Slide 11: www.fluencecorp.com
www.fluencecorp.com For further information, please contact: Australia North America Andrew Angus Ben Fash Ozzie Llanes Investor Relations CEO and Managing Director CFO E: andrewangus@overlandadvisers.com.au E: bfash@fluencecorp.com E: ollanes@fluencecorp.com P: +61 402 823 757 11