European Green Transition Plc · LSE:EGT
European Green Transition — Investor Presentation (September 2026)
17 slides from European Green Transition's investor presentation, September 2026
Slide 1: Building a High-Growth & Profitable Critical Infrastructure Platform
Building a High-Growth & Profitable Critical Infrastructure Platform (AIM:EGT) September 2026
Slide 2: Disclaimer
Disclaimer Disclaimer The contents of this presentation and the information which you are given at the time of the presentation have not been approved by an authorised person within the meaning of the Financial Services and Markets Act 2000 (the “Act”) or by any regulatory authority or securities ma
Slide 3: The EGT Team
The EGT Team The EGT Team Cathal Friel David Broadbank Jack Kelly Co-Founder & Managing Director, Wind Services Chief Financial Officer Executive Chair 3
Slide 4: A Fast Growing Critical Infrastructure Company
A Fast Growing Critical Infrastructure Company A IM: EG T F I N A N CI A L S 1 Critical Infrastructure Non-discretionary service focused 2 Recurring Revenue Model Long-term contracted revenue streams £7.5m March 2026 businesses supporting energy, renewables delivering predictable, repeatable cash Fu
Slide 5: H1-26 Financial & Operational Highlights
H1-26 Financial & Operational Highlights 1 2 Transformational Strong Revenue Acquisition Performance Wind Services business acquired for £3.5m EGT Group revenue of £6.8m in four in February 2026 at attractive multiple months since completion 3 4 Balance Sheet Robust Repowering Strength Momentum £7.5
Slide 6: H1 Financial Performance
H1 Financial Performance Turnaround in Progress £6.8m £8.6m EGT Group statutory revenue in the four Wind Services revenue in the six months to months since Completion 30 June 2026; strong year-on-year growth £1.76m £(0.58)m Gross Profit; c.26% gross margin since Adjusted EBITDA: H1 2025 £(0.66)m Com
Slide 7: Wind Services
£3.95m WIND SERVICES 100% of shares 85% of shares 85% of shares Core Wind Services £8.6m Revenue in first 6 months of 2026 Contracted O&M across UK & Ireland Multi-brand turbine servicing (Endurance, NPS, Vestas, WTN) Repowering & major component exchanges 900+ Turbine supply, installation & commiss
Slide 8: Repowering
Repowering A key growth driver with strong demand across the UK market What is Repowering? Upgrading ageing turbine components to extend asset life by 15–20 years and materially lift energy output. Why Repowering Creates Value? • Higher output, stronger returns per asset • Reuses existing sites and
Slide 9: £126m Repowering Opportunity for Earthmill across its Existing Client Base
£126m Repowering Opportunity for Earthmill across its Existing Client Base A de-risked contracted pipeline highlighting multi-year earnings visibility Why Now: Market Drivers ~280 UK Government Policy Change Qualified prospects across existing client base • Summer 2025 – onshore wind planning ban li
Slide 10: Anemos Analytics
ANEMOS Analytics 79% interest in an Advanced Condition Monitoring & Predictive Software Platform 24/7 REAL-TIME CONDITION MONITORING 133 TURBINES UNDER CONTRACT AS AT 30 JUNE 2026 Asset Life Extension LARGE ADDRESSABLE MARKET OF POST-OEM Identify Plan Protect WARRANTY TURBINES Reduce developing main
Slide 11: EGT's medium-term target of £50 million revenue and double-digit EBITDA margin
EGT's medium-term target of £50 million revenue and double-digit EBITDA margin Indicative Roadmap to £50m Strong organic and repowering Strategic Growth Pillars growth complemented by small bolt- £50.0m 1) Organic Growth & Service Expansion - on acquisitions that meet EGT’s expanding core service of
Slide 12: EGT's Investment Case & Outlook
EGT’s Investment Case & Outlook 65 Repowering 900 Onshore £17–18m Wind Services revenue outlook for the Heads of Terms wind turbines twelve months ending 31 December 2026 signed; converting a £126m pipeline into multi-year contracted work under contract across the UK & Ireland New market Disciplined
Slide 13: Questions
Questions Questions
Slide 14: European Wind Servicing & Maintenance Market Overview
European Wind Servicing Maintenance Market Overview European Wind Servicing & Maintenance Market Overview 1 Expanding Market 2 Non-Discretionary Demand • ~285 GW European installed capacity • Ageing turbine fleet driving O&M demand • Forecast to approach 450 GW by 2030 • Operations & maintenance exp
Slide 15: Olserum | European REE Project
Olserum | European REE Project Olserum | European REE Project ▪ Located in southern Sweden and 100% owned by EGT ▪ Designated as a Project of ‘National Interest’ for REEs with historic resource estimate ▪ 1,500m drill program in 2024 confirms district scale REE system ▪ Project is de-risked for inco
Slide 16: Pajala | Copper & Graphite Project
Pajala | Copper Graphite Project Exclusive six-month option to sell agreement signed with RMC in October 2025 Pajala | Copper & Graphite Project Exclusive six-month option to sell agreement signed with RMC in October 2025 ▪ Confirmed copper & graphite zones from historic drilling in a poorly explore
Slide 17: AIM: EGT
AIM: EGT Registered Address Phone +44 208 058 6129 First Floor, Woolgate | 25 Basinghall Street | London | EC2V 5HA Email info@eurogreenplc.com
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