Desert Control As · OSL:DSRT
Desert Control As — Investor Presentation (2026)
22 slides from Desert Control As's investor presentation, Apr 29, 2026
Slide 1: Company Presentation
Company Presentation
Slide 2: Important Information and Disclaimer
2 DESERT CONTROL IMPORTANT INFORMATION AND DISCLAIMER ABOUT THIS PRESENTATION By reading this company presentation (the "Presentation") or attending any meeting or oral presentation held in relation thereto, you (the "Recipient") agree to be bound by the following terms, conditions and limitations.
Slide 3: Important Information and Disclaimer (Con't)
3 DESERT CONTROL IMPORTANT INFORMATION AND DISCLAIMER (CON’T) This Presentation contains certain forward-looking statements relating to inter alia the business, financial performance and results of the Company and the industry in which it operates. Forward-looking statements concern future circumsta
Slide 4: Desert Control | Unique Agriculture Profile
4 DESERT CONTROL | UNIQUE AGRICULTURE PROFILE Desert Control has developed a leading soil restoration and water retention solution providing proven customer ROI through cost savings and yield enhancement Large Addressable Market Unique Product Addressing a water scarce global market facing desertifi
Slide 5: Massive Global Market with Significant Opportunities in California & Arizona Today
5 MASSIVE GLOBAL MARKET WITH SIGNIFICANT OPPORTUNITIES IN CALIFORNIA & ARIZONA TODAY Significant Opportunity in Current Active Markets… ….With Massive Further Global Expansion Potential Sandy Soil Agriculture ($bn)1,2 Direct California Licensed operations Southern EU operator model $38bn USA Arizona
Slide 6: Introduction to Liquid Natural Clay (LNC) Technology
6 INTRODUCTION TO LIQUID NATURAL CLAY (“LNC”) TECHNOLOGY Liquid Natural Clay (“LNC”) is an organic soil amendment formulation providing a turnkey solution for customers Premise Desert Control’s Unique Process Application Clay-rich soil retains water effectively Natural clay is transformed into micro
Slide 7: LNC Delivers the Highest-Impact Soil Enhancement with the Simplest Application Method
7 LNC DELIVERS THE HIGHEST-IMPACT SOIL ENHANCEMENT WITH THE SIMPLEST APPLICATION METHOD VIA EXISTING IRRIGATION SYSTEMS LNC Technology High Impact Alternatives to LNC Non-intrusive Intrusive (self-percolating into soil) (mechanical / manual intervention) Carbon-rich soil amendments Mixing clay into
Slide 8: Desert Control Targets Customers with the Strongest Need and Clearest ROI for LNC
8 DESERT CONTROL TARGETS CUSTOMERS WITH THE STRONGEST NEED AND CLEAREST ROI FOR LNC Target Customer Profile Why Customers Buy LNC Significant potential demand among customers with: Generate highly attractive ROI whilst preserving water, reducing input costs, and enhancing crop yield with easy and no
Slide 9: Highly Attractive Business Case for LNC
9 HIGHLY ATTRACTIVE BUSINESS CASE FOR LNC Illustrative Case Study Illustrative P&L Impact2 5-Year Customer ROI 3x Without With 5-Yr Totals ($) Delta LNC LNC ➢ 50-acre date farm (~2,500 trees) Water Costs 676,451 507,338 (25%) ➢ LNC one-time investment: $75,8791 Energy Costs 310,807 233,105 (25%) ROI
Slide 10: Strong Commercial Traction Driven by a Demonstrable Value Proposition
10 STRONG COMMERCIAL TRACTION DRIVEN BY A DEMONSTRABLE VALUE PROPOSITION FOR OUR CUSTOMERS Agriculture Golf Golf Jan-25 Apr-25 Mar-26 North America’s largest organic medjool date 53-acre private golf course in Los Angeles spent Recent commercial deployment at 65-acre grower with a 5,000+ acre farmin
Slide 11: Desert Control's Strategic Inflection Point
11 DESERT CONTROL’S STRATEGIC INFLECTION POINT Product Development with Successful Validation and Testing Now Ready for Large-Scale Deployment Incorporation Industrial-Grade Industrial Grade Prototypes Refocused Go-To-Market Strategy Production Capacity Expansion • Incorporated in 2017 to • Built 3
Slide 12: Focused US Strategy Addressing High-Value, Water-Constrained Markets
12 FOCUSED US STRATEGY ADDRESSING HIGH-VALUE, WATER- CONSTRAINED MARKETS Focused US Strategy Targeting California & Arizona… … With California Agriculture Alone Representing A Huge Opportunity for Desert Control ✓ High-value markets with arid conditions, poor soil water retention, and structurally h
Slide 13: Rapidly Growing Pipeline and Revenue Opportunity
13 RAPIDLY GROWING PIPELINE AND REVENUE OPPORTUNITY… 1H 2026 Tier-1 Pilot Activity at Record Levels3 Revenue Development ($m)1 26 ~11x 3.50 $3.0m Note USD – represents 3.00 $2-3m Projected contracted ~7x 2.50 3.7x Revenue revenue2026e (FY26) 2 2.00 $2.0m 1.50 7 1.00 0.50 $0.2m $0.3m $0.1m $0.1m -- 2
Slide 14: Significant Opportunity for Expansion in the US & Globally
14 … WITH SIGNIFICANT OPPORTUNITY FOR EXPANSION IN THE US & GLOBALLY Direct Operations Licensed Operator Model United States Middle East California & Arizona UAE & Saudi Arabia Direct Operations Optionality for 100% (Direct), Joint Venture, or Only through licensed operator model Licensing model Sou
Slide 15: Underpinned by Highly Profitable Unit Economics
15 UNDERPINNED BY HIGHLY PROFITABLE UNIT ECONOMICS Business Model Capex Payback Period & Full Year Profit Contribution per Unit1 Desert Control produces and applies LNC directly at customer Capex Payback Period (Months) sites, generating revenue of approximately $0.05 per litre 11.1 <12-month paybac
Slide 16: Desert Control at Scale | Illustrative Financial Profile
16 DESERT CONTROL AT SCALE | ILLUSTRATIVE FINANCIAL PROFILE Highly scalable, capital-efficient business model driving a compelling financial profile at scale High unit economics drive strong EBITDA margins, with further expansion as operating leverage materialises at scale ~55-65%1 Primarily clay, l
Slide 17: Summary
17 SUMMARY Massive global addressable market, even focusing exclusively on existing and validated California 1 and Arizona markets Highly compelling early commercial traction demonstrating clear value proposition and 2 proof points required for commercial scaling 3 Rapid growth in pipeline underpinn
Slide 18: Leadership Team
18 LEADERSHIP TEAM An experienced leadership team bringing decades of strategic, financial, and technical expertise to drive Desert Control's transition from technology validation to commercial scale ▪ 30+ years of experience in financial services ▪ 20+ years of experience as an institutional invest
Slide 19: Appendix
Appendix
Slide 20: Understanding the Role of Clay in Soil Health and Water Efficiency
20 UNDERSTANDING THE ROLE OF CLAY IN SOIL HEALTH AND WATER EFFICIENCY Size and Suspension Surface Area Retention Single clay particles are Clay particles areLNC plate-like is Produced On Site Clay’s negative charge microscopic, enabling with massive surface Witharea Tailored attracts water and nutri
Slide 21: How Our Liquid Natural Clay Is Delivered
21 HOW OUR LIQUID NATURAL CLAY IS DELIVERED Assess & Analyze LNC is Produced On Site; Apply Easily Through 1 2 3 Design & Prescribe Tailored Formulation Irrigation Systems (one-time) Desert Control collects soil samples The specific formulation of natural The liquid has nano-scale particles and inst
Slide 22: Project Chesterfield
22 Project Chesterfield Source