Slide 1: FY26 Results Presentation
CONNECTING MARKETS CREATING OPPORTUNITIES FY26 Results Presentation 20 August 2026 REDOX LIMITED (RDX.ASX) 1
Slide 2: Agenda
Agenda 1.FY26 Highlights 2.FY26 Financials 3.Strategy & Outlook 4.Q&A 5.Supplementary Information
Slide 3: FY26 Highlights
FY26 Highlights Raimond Coneliano Chief Executive Officer & Managing Director 3
Slide 4: FY26 Highlights
FY26 Highlights $1.330b 14.6% Sales Revenue After Tax ROIC +6.9% growth vs PCP +1.1ppts vs PCP $298m 22.4% $92m Gross Profit Gross Profit Margin Net Profit After Tax +11.0% vs PCP 4 +0.8ppts vs PCP +19.2% vs PCP $134m 44.8% 6.5 cps EBITDAFX Conversion Margin Final Dividend +9.9% vs PCP (Gross Profit
Slide 5: Sales Performance
Sales Performance $1,400 FY26 sales increased by 6.9% vs PCP to a new high of $1.330b Millions $1.330b driven primarily by organic growth, supplemented $1,200 by acquired business against the backdrop of subdued Record Sales demand Revenue $1,000 In FY26 • North American Sales grew 33.8% to over $10
Slide 6: Regional & Industry Segment Performance
Regional & Industry Segment Performance Australian sales grew 6.1% to $1.120b • Through its acquisition of Molekulis*, Redox now have sales of Transformer Oil to Transformer manufacturers, energy generators and transmission businesses • Major growing segments in APAC - Industrial, Crop Production &
Slide 7: North American Footprint
North American Footprint Highest Sales • California • Texas • Florida • North Carolina • Minnesota Redox continues to expand its US presence, now coast to coast and ready to help customers solve their most complex challenges 7
Slide 8: FY26 Financials
FY26 Financials Kim Yap Chief Financial Officer 8
Slide 9: Profit & Loss Overview
Profit & Loss Overview FY26 FY25 Change $1.330b Revenue $m 1,330 $m 1,244 6.9% Top line revenue grew 6.9% vs PCP driven by Gross profit 298 269 11.0% organic growth supplemented by acquired business Gross margin 22.4% 21.6% 0.8ppts Underlying EBITDAFX 1 134 122 9.9% Underlying EBITDAFX 1 margin 10.1
Slide 10: Revenue & Gross Profit
Revenue & Gross Profit FY26 FY25 Change 33.8% Revenue – Australia $m 1,120 $m 1,055 % 6.1% North American Revenue growth driven by expansion into Revenue – New Zealand 100 104 -4.0% new industry sectors and additional active products Revenue – North America 100 75 33.8% Revenue – Other 10 10 3.0% 22
Slide 11: Operating Expenses
Operating Expenses $8m FY26 FY25 Change Administration Expenses increase spread between increased Headcount, Wage Growth and Incentive Payments $m $m $m Administration expenses 80 72 8 $6m Distribution and storage 65 59 6 expenses Distribution and Storage Expenses driven higher by volume growth and
Slide 12: Cash Flow
Cash Flow FY26 FY25 Change 62.5% Cash from operations $m 88 $m 48 $m 40 Free Cash Flow Conversion improved by 21.8 ppts, within long-term historical range (60-80%) Cash flows from -4 11 -15 investing Cash before financing 84 59 25 Free cash flow 62.5% 40.7% conversion 1 Notes: 1. Free cash flow conv
Slide 13: Net Working Capital
Net Working Capital 31.4% Jun-26 Jun-25 Change $m $m $m Net Working Capital as a % of Revenue improved and is within long-term range Net working capital 417 407 11 (NWC) $123m NWC as % of revenue 31.4% 32.7% Cash & Cash Equivalents (zero net debt) provides abundant capacity to grow strongly, both or
Slide 14: Dividend
Dividend Dividend FY26 FY25 13.0cps Final Dividend for FY26 of 6.5 cents per share 12.5cps Full Year Dividend of 13 cents per share (up 4% on PCP) represents a pay out of 74% of profits Final Dividend to be paid on the 22 September 2026 6.5 6.5 Record date 26 August 2026 Long term Dividend payout ra
Slide 15: Strategy & Outlook
Strategy & Outlook Raimond Coneliano Chief Executive Officer & Managing Director 15
Slide 16: Connecting Markets, Creating Opportunities
Connecting Markets, Creating Opportunities Primary focus organic Extensive and growing growth complimented by customer, supplier and acquisitions & geographic product base 8,700+ 5,500+ expansion ACTIVE CUSTOMERS SKU’S 100+ 1,200+ STOCK LOCATIONS ACTIVE SUPPLIERS Globally 30-year significant revenue
Slide 17: Outlook
Outlook Redox operates across a diverse range of industries, products and geographic markets, connecting thousands of customers and suppliers. Performance is influenced by economic conditions, customer demand, product mix, supply chain developments and the timing of new business and acquisitions. Re
Slide 18: Q&A
Q&A Raimond Coneliano Chief Executive Officer & Managing Director Kim Yap Chief Financial Officer 18
Slide 19: Supplemental Information
Supplemental Information 19
Slide 20: Profit & Loss
Profit & Loss Profit & Loss FY25 FY26 FY25 Change $m $m $m Revenue 1,330 1,244 86 COGS -1,032 -975 -57 Gross profit 298 269 30 Operating expenses excluding depreciation -165 -147 -18 Underlying EBITDAFX 134 122 12 Depreciation and amortisation -12 -11 -1 Underlying EBITFX 122 111 11 Net finance inco
Slide 21: EBITDAFX up 9.9% to $134m
EBITDAFX up 9.9% to $134m Change in AUD/USD Delivery cost increased by exchange rate, last year was Conversion Ratio 11% due to volume growth a gain this year a loss, is (Gross Profit to of product sold and cost offset by a decrease in EBITDAFX) of inflation (e.g. fuel) COGS by the same 44.8% mechan
Slide 22: Balance Sheet
Balance Sheet Profit & Loss FY25 FY26 FY25 Change $m $m $m Receivables 224 202 22 Inventory 329 311 18 Payables -132 -107 -25 Others -4 0 -4 Net working capital 417 407 11 Cash, cash equivalents & term deposit 123 124 -1 Property, plant and equipment 15 15 0 Right-of-use assets 26 34 -8 Other non-cu
Slide 23: Disclaimer
Disclaimer Important notices This Presentation has been prepared by Redox Limited (ABN 92 000 762 345) (“RDX” or “Company”). Summary information This Presentation contains summary information about RDX and its activities current as at 30 June 2026. The information in the Presentation is of a general
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