Channel Vas Investments Limited · JSE:OPA

Channel Vas Investments — Optasia — FY2025 Earnings Presentation

9 slides from Channel Vas Investments's earnings presentation, March 2026

  1. Slide 1: Finergi Acquisition Deep Dive

    FINERGI ACQUISITION DEEP DIVE March 2026

  2. Slide 2: Finergi acquisition expands Optasia into new ecosystem

    Finergi acquisition expands Optasia into new ecosystem Finergi provides credit embedded in prepaid electricity systems, with repayment automatically recovered through top-ups Opportunity and market context Benefits for Optasia • The utility credit market is estimated 1 Access to a large, 2 Expansion

  3. Slide 3: Prepaid electrification is creating a structural and recurring liquidity gap in essential consumption

    Prepaid electrification is creating a structural and recurring liquidity gap in essential consumption Energy market in emerging countries is scaling electricity access through prepaid models, creating a structural credit gap Prepaid meters are the default model. Prepaid Meters Income volatility make

  4. Slide 4: This structural gap translates into a large, recurring and highly monetisable revenue pool

    This structural gap translates into a large, recurring and highly monetisable revenue pool Total Utilities Credit Advance Electricity credit behaves like a daily-use financial product, not a traditional loan 2025 2035 High-frequency usage (weekly / monthly top-ups) ~427 M Non-discretionary consumpti

  5. Slide 5: Finergi embeds credit directly into the utility payment infrastructure

    Finergi embeds credit directly into the utility payment infrastructure - a real-time, embedded finance layer integrated within prepaid electricity ecosystems Finergi enables real-time electricity credit at the point of consumption, with automatic repayment embedded in the recharge flow. Ecosystem &

  6. Slide 6: Finergi is a proven and operational model with clear rollout and scalability

    Finergi is a proven and operational model with clear rollout and scalability - Live integrations, validated technology and a defined multi-market expansion roadmap “Finergi has moved beyond concept — with proven operations, validated technology and a clear path to scale” Proven and Clear Rollout & T

  7. Slide 7: We acquired Finergi because it structurally expands Optasia's growth, capabilities and positioning

    We acquired Finergi because it structurally expands Optasia’s growth, capabilities and positioning This is not a bolt-on acquisition — it is a strategic move to build a second, infrastructure-like growth platform Leverages existing platform and PowerExpands Core addressable market Borderless Ambitio

  8. Slide 8: Strong governance framework underpinning the transaction

    Strong governance framework underpinning the transaction The transaction has been executed in full compliance with JSE requirements, with independent validation and oversight Regulatory Framework Independent Validation Board Oversight JSE-listed governance process Independent fairness opinion Indepe

  9. Slide 9: Disclaimer

    Disclaimer IMPORTANT NOTICE This presentation has been prepared by, and is subject to the copyright of, Channel Vas Investments Limited (“Optasia”) . No part of this presentation may be reproduced, transmitted, stored in a retrieval system or translated in any other language in any form, by any mean

Optasia — FY2025 Earnings Presentation on 6ix