Hazer Group Ltd. · ASX:HZR
Hazer — Bell Potter Unearthed Conference 2026
32 slides from Hazer's conference presentation, Feb 10, 2026
Slide 1: ASX announcement: Corporate 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 CORPORATE PRESENTATION PERTH, AUSTRALIA; 10 February 2026: Hazer Group Ltd ("Hazer" or "the Company") (ASX: HZR) will be presenting at the Bell Potter Unearthed Conference this week
Slide 2: A New Pathway for Industrial Decarbonisation
hazergroup.com.au ASX:HZR For personal use only A New Pathway for Industrial Decarbonisation Bell Potter Unearthed Conference 2026 11 February 2026
Slide 3: Disclaimer
Hazer Group Ltd – Bell Potter Investor Event – 11 February 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
Slide 4: Converting Emissions into Energy and Critical Minerals
Hazer Group Ltd – Bell Potter Investor Event – 11 February 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 hydro
Slide 5: Company Overview
Company Overview (ASX:HZR) For personal use only 1 A$113M ~$17M 70+ 2 Market Cap Funding position IP patents A$130M 18 Capital invested Employees to-date Licensing Model 1. Hazer market capitalisation as at 6 February 2026. 2. As at December 31 2025. Refer Appendix 4C – 31 December 2025 Quarterly Ac
Slide 6: Two Compelling Markets
For personal use only 01 Two Compelling Markets 5
Slide 7: Disrupting a large, established, CO2 intensive market
Hazer Group Ltd – Bell Potter Investor Event – 11 February 2026 Disrupting a large, established, CO2 intensive market Current demand met with a carbon intensive process; steam methane reforming Latest Hydrogen Market Update1 Global Hydrogen Demand Outlook (Mtpa) For personal use only • TAM ~100MPTA
Slide 8: Supply crunch amplifies Hazer's graphite opportunity
Hazer Group Ltd – Bell Potter Investor Event – 11 February 2026 Supply crunch amplifies Hazer’s graphite opportunity US set to impose additional tariffs on Chinese graphite supply places upward pressure and pricing and volumes For personal use only Higher • Tier-1 critical mineral for the energy tra
Slide 9: The Hazer Solution
For personal use only 02 The Hazer Solution 8
Slide 10: Hazer's technology advantage
Hazer Group Ltd – Bell Potter Investor Event – 11 February 2026 Hazer’s technology advantage Innovative low emission, low-cost methane pyrolysis technology producing clean hydrogen and graphite For personal use only Fluidised bed reactor is proven technology re-purposed from refining and metallurgic
Slide 11: Hazer vs. SMR: Cost competitive; low emissions
Hazer Group Ltd – Bell Potter Investor Event – 11 February 2026 Hazer vs. SMR: Cost competitive; low emissions Hazer offers negligible emissions, cost competitive pathway for industries that already rely on hydrogen – without the challenges of carbon capture or electrolysis For personal use only Ste
Slide 12: De-risked, scalable and ready for market
Hazer Group Ltd – Bell Potter Investor Event – 11 February 2026 De-risked, scalable and ready for market Rapid development since company founding and advancing Tech Readiness Level For personal use only Initial Commercial Facilities ~2-15 tpd H2 continuous 100tpa H2 Operational heat Large scale simu
Slide 13: Methane pyrolysis maturing as a key decarbonisation solution
Hazer Group Ltd – Bell Potter Investor Event – 11 February 2026 Methane pyrolysis maturing as a key decarbonisation solution Growing industry, government and investor support for methane pyrolysis as a viable clean H 2 pathway For personal use only 12
Slide 14: "Plug-in" technology using existing infrastructure
Hazer Group Ltd – Bell Potter Investor Event – 11 February 2026 “Plug-in” technology using existing infrastructure End-use deployment and application of the Hazer Technology eliminates H 2 transport risk and reduces cost For personal use only • Eliminates requirement for H 2 transportation cost and
Slide 15: Technology Scale-up & Go-to-Market Strategy
For personal use only 03 Technology Scale-up & Go-to-Market Strategy 14
Slide 16: Strategic alliance with KBR to accelerate licensing
Hazer Group Ltd – Bell Potter Investor Event – 11 February 2026 Strategic alliance with KBR to accelerate licensing Why KBR? For personal use only Revenue (2023) Global Presence SERVICES ORIENTED SERVICE PEERS SERVICE W/ LIMITED TECHNOLOGY IP PEERS 81+ countries US$ 7.0bln Ammonia Market Share Licen
Slide 17: Hazer & KBR: Building from alliance to licensing
Hazer Group Ltd – Bell Potter Investor Event – 11 February 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
Slide 18: Overview of key scale-up development projects
Hazer Group Ltd – Bell Potter Investor Event – 11 February 2026 Overview of key scale-up development projects Projects moving through feasibility, site selection and licensing toward commercial deployment. For personal use only BC, Canada Nagoya, Japan England, UK Pohang, Sth Korea • Project Develop
Slide 19: Sales pipeline spanning key regions & sectors
Hazer Group Ltd – Bell Potter Investor Event – 11 February 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
Slide 20: Unlocking Clean Steel
For personal use only 04 Unlocking Clean Steel 19
Slide 21: Strong synergies with the low-carbon steel making process
Hazer Group Ltd – Bell Potter Investor Event – 11 February 2026 Strong synergies with the low-carbon 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
Slide 22: Hazer selected for Whyalla clean steel bid
Hazer Group Ltd – Bell Potter Investor Event – 11 February 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
Slide 23: POSCO and Hazer extend strategic collaboration
Hazer Group Ltd – Bell Potter Investor Event – 11 February 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
Slide 24: Hazer Graphite
For personal use only 05 Hazer Graphite 23
Slide 25: Hazer Graphite progresses across industrial markets
Hazer Group Ltd – Bell Potter Investor Event – 11 February 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 ev
Slide 26: Hazer Graphite is a versatile and valuable product
Hazer Group Ltd – Bell Potter Investor Event – 11 February 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 (MT
Slide 27: FY2026 Q2 Webinar
FY2026 Q2 Webinar For personal use only 06 Corporate Update 26
Slide 28: Government policy alignment and funding support
Hazer Group Ltd – Bell Potter Investor Event – 11 February 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 crit
Slide 29: 2026: Delivering commercialisation
Hazer Group Ltd – Bell Potter Investor Event – 11 February 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
Slide 30: 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 31: Assumptions and notes
Hazer Group Ltd – Bell Potter Investor Event – 11 February 2026 Assumptions and notes Slides 10 - H2 per kg cost range by type (No assurance that actual outcomes will not differ materially from these amounts.) Sources: Company analysis and projections, modelling a range of notional outcomes: For per
Slide 32: Abbreviations and units used
Hazer Group Ltd – Bell Potter Investor Event – 11 February 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 FI