Xrf Scientific Limited · ASX:XRF

Xrf Scientific — Investor Presentation (April 2012)

12 slides from Xrf Scientific's investor presentation, Apr 11, 2012

1. Slide 1: Investor Presentation April 2012

   For personal use only Investor Presentation April 2012

2. Slide 2: Corporate Snapshot

   Corporate Snapshot For personal use only Capital Structure Share Price Performance – 1 Year Shares on issue 128,823,764 $0.30 Options p on issue 3,333,333 , , 20c ((30/12/12) / / ) $0 25 $0.25 Share price 25c $0.20 Market cap $32.2m (undiluted) $0.15 Cash (31 March 2012) $6.5m (5 cents per share) $0

3. Slide 3: Company Overview

   Company Overview For personal use only ƒ Manufacturer of consumables and equipment for mining and industry, for X‐Ray Fluorescence (XRF) analysis – a powerful long‐established analytical technique, vital to the discovery, evaluation, qualification and production of most metals (except gold) ƒ Office

4. Slide 4: Our Products

   Our Products X‐Ray Flux Platinum Labware Fusion Machines For personal use only Products Industry Samples Shipping Laboratory Samplles Exploration Stock & Blend Mining Rail 4

5. Slide 5: The XRF Analysis Process

   The XRF Analysis Process For personal use only Drill core is sent from the field to the laboratory The drill core is then processed into a fine dust The glass disk is presented into an x‐ray spectrometer for analysis The mineral dust is then fused into a glass bead using XRF Scientifics' products 5

6. Slide 6: Blue Chip Client Base

   Blue Chip Client Base For personal use only 6

7. Slide 7: Strong Financial Performance

   Strong Financial Performance For personal use only ($m) *1H12 1H11 Variance Revenue 12.4 8.6 Up 44% EBIT 2.2 1.5 Up 47% NPAT 1.6 1.0 Up 58% Operating cash flow 2.0 0.6 Up 222% EPS (cents) 1.3 1.0 Up 30% Number of employees 63 65 Down 3% 2,635 20,302 16,807 1,951 14,706 1,620 12,478 12 363 12,363 921

8. Slide 8: Chemicals Division

   Chemicals Division For personal use only 3,834 ƒ Revenue for 1H12 up 33% on PCP 3,566 (Sigma Flux contribution 1H12: 6 months (PCP: 5 months)) 2 683 2,683 ƒ High sample analysis volumes in labs driving demand for x‐ray flux 1,741 1,716 1,363 1,392 1,569 ƒ Outlook for 2H12 913 ƒ Increased demand from

9. Slide 9: Labware Division

   Labware Division For personal use only 5,269 ƒ Revenue for 1H12 up 44% on PCP 4,860 (Sigma Precious Metals contribution 1H12: 6 months (PCP: 4,127 4,166 5 months)) 3,390 3,375 2,889 2,935 ƒ Outlook for 2H12 2,459 ƒ Revenue growth expected to remain strong ƒ Heavy demand for new furnaces to drive sal

10. Slide 10: Technology Division

    Technology Division For personal use only 3,789 3,482 ƒ Revenue for 1H12 up 52% on PCP 3,169 ƒ Results for YTD driven by a lower margin 2,547 2,486 2,413 2 384 2,384 2 413 OEM product 2,108 1,850 ƒ Outlook for 2H12 ƒ Commencement of new technological cycle from new products ƒ Formal launch of Fusoma

11. Slide 11: Summary

    Summary For personal use only ƒ Excellent results for the 1H12 with trading conditions expected to remain strong for 2H12 ƒ Strong growth in full‐year dividend for 2012 expected ƒ Robust balance sheet of $6.5m cash (5 cents p per share) and no material debt ($100k) ƒ Continued pursuit of the company

12. Slide 12: Disclaimer

    Disclaimer For personal use only No responsibility for contents of Investor Presentation •To the maximum extent permitted by law, XRF Scientific Limited and representatives: •make k no representation, t ti warranty t or undertaking, d t ki express or iimplied, li d as tto th the adequacy, d accuracy

XRF Scientific — Investor Presentation (April 2012) on 6ix