Alexium International Group Limited · ASX:AJX

Alexium International — FY2026 Earnings Presentation

12 slides from Alexium International's earnings presentation, Sep 9, 2026

  1. Slide 1: FY26 Results Presentation

    ALEXIUM INTERNATIONAL GROUP LIMITED FY26 Results Presentation ABN 91 064 820 408 9 September 2026 PRESENTED IN US DOLLARS

  2. Slide 2: Disclaimer

    Disclaimer To the maximum extent permitted by law, the information contained in this presentation is given without any liability whatsoever being accepted by Alexium International Group Limited (Alexium) or any of its related entities or their respective directors or officers, employees, advisers an

  3. Slide 3: Contents

    • FY26 Results Summary • Trading Update • Commercial Update CONTENTS • Operations Plan • Customer & Project Updates

  4. Slide 4: FY26 Results Summary

    FY26 Results Summary  Revenue growth from the Microtek acquisition was partly offset by soft US retail bedding demand and a production disruption in Q4.  Gross margin contracted, driven by the Q4 production issue, which caused sales returns and inventory write-offs on unsaleable product.  Operati

  5. Slide 5: Trading Update

    Trading Update With production restored at Dayton and a strengthened leadership team, Alexium’s ramping mPCM and FR placements are forecast to drive revenue growth through FY27. Microtek Acquisition  Despite the early setbacks encountered in taking control of the facility and ramping production vol

  6. Slide 6: Trading Update (cont.)

    Trading Update (cont.) Sales & Technology  The new mPCM coatings placements announced in late FY26 are now ramping and will be major drivers of the revenue growth forecast for FY27. Volumes are ramping for a PCM-coated non-woven for a new placement with a major international brand. New placements i

  7. Slide 7: Commercial Update

    Commercial Update Q4 brought progress across all three commercial platforms – mPCM, AlexiShield FR and AlexiFlam® – alongside new customer requests for mPCM in furniture, building materials, energy conservation, and apparel. Nextek mPCM, AlexiCool®, and BioCool® AlexiShield – FR Technology AlexiFlam

  8. Slide 8: Operations Plan – Update Overview

    Operations Plan – Update Overview 1. Maximise 2. Capacity 3. Capacity Efficiency of Expansion Expansion Existing via Labour via Capital Assets Utilisation Expenditures Transition to a Manufacturing-Centred Operating Model: The Microtek Laboratories acquisition was completed in Q3, thus accelerating

  9. Slide 9: Operations Plan – Q4 Updates (Phase 1)

    Operations Plan – Q4 Updates (Phase 1) Phase 1: Maximise Efficiency of Existing Assets The priority is to achieve maximum operational efficiency from the existing manufacturing assets at the Dayton facility in their current configuration. Key Updates:  Process stabilisation and standardisation: The

  10. Slide 10: Operations Plan – Q4 Updates (Phases 2 & 3)

    Operations Plan – Q4 Updates (Phases 2 & 3) Phase 2: Capacity Expansion via Labour Utilisation The initial strategy to increase capacity through incremental manpower additions, rather than capital expenditures, has been amended due to evident bottlenecks that will see greater efficiencies realised i

  11. Slide 11: Customer & Project Updates

    Customer & Project Updates Alexium’s Business Development and Product Development pipelines are the healthiest in the Company’s history, with new cooling, energy conservation, and FR projects all commencing in Q4 FY26. Q4 FY26 marked the start of several new customer projects:  Two new cooling pill

  12. Slide 12: Summary

    Summary FY27 Outlook:  Alexium has overcome the post-closing challenges it experienced after the Microtek acquisition.  The Company has recommenced ramping production and new sales to the bedding market, despite continued soft market conditions. Many new non-bedding placements are commencing in Q2

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