Slide 1: A Blueprint for Growth: FY25 Investor Presentation
A BLUEPRINT FOR GROWTH For personal use only FY25 Investor Presentation SEPTEMBER 2025 Seán Halpin CHIEF EXECUTIVE OFFICER Anna Hooper CHIEF FINANCIAL OFFICER
Slide 2: About SciDev
About SciDev Delivering innovative solutions that solve industries’ most complex water problems For personal use only Our solutions allow clients to recycle and reuse water, improve operational efficiencies and reduce their environmental footprints. 85+ Employees SciDev consists of two core division
Slide 3: Why SciDev?
Why SciDev? Growth drivers for long-term shareholder GROWING For personal use only returns. Leading Market Technology World-leading proprietary technologies. Diversified Revenue Streams Diversified business servicing a wide range of industries. Strong Financials Robust balance sheet and healthy cash
Slide 4: 2025 Highlights
2025 Highlights $103m 2025 was a pivotal year for SciDev, marked by For personal use only strategic progress and disciplined investment in our future growth. Revenue $103m Operating Cashflow $2.9m REVENUE (FY24 $109m) (FY24 $6.5m) Underling EBITDA Cash & Cash Equivalents $7.1m $9.7m (FY24 $8.8m) (FY
Slide 5: FY25 Operational Highlights
FY25 Operational Highlights Continued to execute on our strategy of For personal use only becoming a globally significant water solutions business. Operational footprint expanded, strengthening our presence in North America and Asia-Pacific and Europe. 46% increase in sales of SciDev’s proprietary C
Slide 6: Financial Performance: Earnings year on year
Financial Performance Earnings year on year For personal use only Revenue ($m) Underlying EBITDA ($m) 8.8 109 103 7.1 90 56 4.1 1.9 FY22 FY23 FY24 FY25 FY22 FY23 FY24 FY25 Operating Cashflow ($m) NPAT ($m) 6.5 2.2 4.8 2.9 -0.6 -0.3 -1.3 -0.9 FY22 FY23 FY24 FY25 FY22 FY23 FY24 FY25 All $ in AUD. Fina
Slide 7: Financial Performance: Cashflow
Financial Performance Cashflow For personal use only $m: Year to date FY24 FY25 Operating Cashflow Underlying EBIT 4.8 2.9 ▪ Cash conversion remains a key focus of management, 90% achieved in both FY25 and FY24. Add: Depreciation & Amortisation 4.1 4.2 ▪ Operating cashflow down $3.6m on prior year,
Slide 8: Segment Performance – Chemical Services
Segment Performance – Chemical Services Proprietary chemistry platform remains cornerstone of operations For personal use only Highlights Chemical Services Revenue ($m) ▪ Increased CatChek sales 46% YoY. ▪ Growth of customer footprint in US O&G, reducing customer concentration ▪ First material contr
Slide 9: Segment Performance – Water Technologies
Segment Performance – Water Technologies Strengthening position as a leader in sustainable water solutions For personal use only Highlights Water Technologies Revenue ($m) ▪ Secured and delivered a $5.6m WTP for a major NSW infrastructure project. ▪ Secured first PFAS contracts in the UK and Sweden
Slide 10: Strategic Market Focus
Strategic Market Focus Diversified portfolio of water-centric businesses that generate long-term, sustainable value for shareholders For personal use only Growing global addressable markets. Industrial & government clients. Technology driven solutions. 1 2 3 4 Water Treatment Speciality Water PFAS R
Slide 11: Strategy for Growth
Strategy for Growth Converting FY25 Investments into returns, driving growth and strengthening competitive advantage For personal use only ▪ Market Share Growth – Leverage expanded sales capability to deepen penetration in core markets and convert pipeline opportunities. ▪ Margin Expansion – Priorit
Slide 12: Commercial Models & Markets
Commercial Models & Markets Business units operate across several markets deploying various commercial models For personal use only Chemical Services Water Technologies Energy Services Process Chemistry Commercial Model ▪ Input based – gallons supplied ▪ Input based – kilos supplied ▪ Build, Own, Op
Slide 13: Growth Prospects
Growth Prospects All three business units are currently sub-scale with significant growth opportunities FY24 FY25 FY26, FY27 & For personal use only Beyond Water Serve domestic customers; First PFAS remediation Expand penetration in US DoD establish US & Europe contract wins (US DoD & & Nordic marke
Slide 14: The PFAS Opportunity
The PFAS Opportunity A Global Environmental Issue For personal use only A Global Opportunity Current identified sites for PFAS contamination in key markets ▪ PFAS (known collectively as ‘forever chemicals’) are a family Europe of man-made chemicals in use since 1950’s 22,000+ sites ▪ Contaminated si
Slide 15: Growth of US LNG Market
Growth of US LNG Market The US became the world’s largest LNG exporter in 2023 and 2024 For personal use only US LNG Export Outlook US Major Shale Basins ▪ Export capacity projected to more than double by 2028 ▪ Currently reaching 48+ countries, with Europe and Asia as the largest importers ▪ Growth
Slide 16: Outlook
Outlook Delivering strong returns from FY25 investments, growing For personal use only market share, and reinforcing our competitive position Pipeline Conversion – strong backlog across domestic and international markets, including delayed FY25 opportunities. Margin Expansion – continued shift towar
Slide 17: As We Scale
For personal use only AS WE SCALE We remain focused on capital efficiency, reinvesting in growth, D and reinforcing SciDev’s position as a global leader in innovative water solutions SciDev Ltd | Investor Presentation 17
Slide 18: Appendix: Project Profiles
For personal use only APPENDIX PROJECT PROFILES SciDev Ltd | Investor Presentation 18
Slide 19: Addressing Complex Challenges in US Shale Production
Addressing Complex Challenges in US Shale Production For personal use only Location: South Texas, USA Client: BlueChip Oil and Gas Operator Solution Technology: CatChek ▪ CatChek - proprietary surfactant chemistry optimising proppant-formation interaction ▪ Field study: 1,735 wells (2021–2023) acros
Slide 20: Enhancing Process Efficiency and Sustainability in Gold Mining
Enhancing Process Efficiency and Sustainability in Gold Mining Operations For personal use only Location: Western Australia Client: Tier 1 Gold Producer Solution Technology: MaxiFlox® 505R Flocculant ▪ MaxiFlox® 505R ▪ Site-specific optimisation of Float Tails Thickeners ▪ Reduced chemical consumpti
Slide 21: Modernising Environmental Compliance in Large-Scale Mining
Modernising Environmental Compliance in Large-Scale Mining For personal use only Location: Western Australia, Australia Solution Client: Blue Chip Mining Company Technology: Water Quality Monitoring System (WQMS) ▪ Water Quality Monitoring System ▪ 140 solar-powered monitoring units ▪ Real-time data
Slide 22: Managing Persistent PFAS Contamination Through Innovative Water Treatment
Managing Persistent PFAS Contamination Through Innovative Water Treatment For personal use only Location: Londonderry, NSW, Australia Client: TestSafe Solution Technology: FluorofIX ▪ FluorofIX ▪ Temporary Water Treatment Plant deployed 6 times Challenge ▪ Treated >20 ML contaminated water without m
Slide 23: Appendix: Additional Information
For personal use only APPENDIX ADDITIONAL INFORMATION SciDev Ltd | Investor Presentation 23
Slide 24: Board and Management Team
Board and Management Team Board For personal use only Seán Halpin Mike Utsler John Gourlay Dan O’Toole Johannes Risseeuw Managing Director Non-Executive Non-Executive Non-Executive Non-Executive and CEO Chairman Director Director Director Leadership Team Seán Halpin Anna Hooper Sarah Stewart Ollie K
Slide 25: Disclaimer
Disclaimer For personal use only Forward-Looking Statements Disclaimer This presentation may contain certain ‘forward-looking statements’ with respect to the financial condition, results of operations, and business of SciDev Limited and certain of the plans and objectives of management. Forward- loo