European Green Transition Plc · LSE:EGT
European Green Transition — Investor Presentation (March 2026)
21 slides from European Green Transition's investor presentation, March 2026
Slide 1: Building a High-Growth & Profitable Critical Infrastructure Platform
Building a High-Growth & Profitable Critical Infrastructure Platform (AIM:EGT) March 2026
Slide 2: 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 market or sto
Slide 3: Building a Critical Infrastructure Business
Building a Critical Infrastructure Business 1 CRITICAL INFRASTRUCTURE SERVICES 2 RECURRING REVENUE MODEL Focus on established, non-discretionary services across Targeting businesses with long-term contracted revenue energy, water, transport and other critical infrastructure streams delivering predic
Slide 4: The EGT Team
The EGT Team Cathal Friel David Broadbank Jack Kelly Co-Founder & Managing Director Chief Financial Officer Executive Chair 4
Slide 5: EGT's Acquisition of a Critical Infrastructure Services Platform
EGT’s Acquisition of a Critical Infrastructure Services Platform ACQUIRED FROM REVENUE EBITDA Arena Capital Partners FY25: £14.7m FY25: £0.9m Adj. EBITDA (in liquidation) Visibility on substantial increase in 2026 FY24: £1.5m EBITDA The Acquisition Geographic Footprint EGT have acquired the O&M Busi
Slide 6: Key Investment Highlights
Key Investment Highlights ~900 78 £14.7m FY25 revenue with large client base onshore wind skilled 1 Multi-year relationships supporting recurring revenue and project work turbines serviced professionals £19m worth of repowering heads of terms signed 2 Strong visibility with heads of terms signed wit
Slide 7: Earthmill
Core Services EARTHMILL Contracted O&M across UK & Ireland Multi-brand turbine servicing (Endurance, NPS, Vestas) Repowering & retrofit programmes £12.7m SCADA & precision engineering Condition monitoring via Anemos Revenue in 2025 Strategic Edge 750+ TURBINES UNDER SERVICE 1 Proprietary OEM IP for
Slide 8: Repowering & Turbine Replacement is a Strategic Growth Opportunity
Repowering & Turbine Replacement is a Strategic Growth Opportunity What is Repowering? Current Pipeline & Value Upgrading, refurbishing or replacing ageing wind turbine components to extend operational lifespan by 15-20 years and increase energy output. Benefits include: ~50 ~£450k £19m turbines in
Slide 9: WEP & Silverford
WEP & Core Services SILVERFORD Turbine supply, installation & commissioning Full O&M (Vestas, Endurance, WTN, GAIA) Repowering & major component exchanges Integrated Wind O&M across 24/7 monitoring, analytics & reporting the island of Ireland £1.95m REVENUE IN 2025 Growth Pipeline O&M Pipeline Large
Slide 10: New Irish Opportunity
New Irish Opportunity The Company has identified a potential opportunity targeting over 100 rural food producers and enterprises facing high energy costs. Each opportunity could be worth up to £1.7m representing an estimated market opportunity of approximately £170m. Traditionally in Ireland, the ma
Slide 11: Anemos
The Solution ANEMOS 24/7 real-time condition monitoring using tri-axial sensors and high- frequency data to detect component failures early and optimize maintenance schedules and reduce cost Analytics Acquired 52% of an Advanced Condition Key Capabilities Monitoring & Predictive Software Platform Mu
Slide 12: Acquisition aligns with new medium-term target of £50 million revenue
The Acquisition aligns with EGT's new 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 £50.0m 1) Organic Growth & Service Expansion - bolt-on acquisition that meet E
Slide 13: Robust Trading History with Scope for Strong Growth in 2026
Robust Trading History with Scope for Strong Growth in 2026 £’m FY24 FY25 Trading History Revenue of approx. £14.7m in 2025 (2024: £14.4m) Revenue 14.4 14.7 £12.8m revenue (c.87%) from core O&M business – operating, maintenance, repairs and remote monitoring Cost of Sales (9.3) (10.3) Adjusted
Slide 14: Seeking to Monetise our Portfolio of Exploration Projects
Seeking to Monetise our Portfolio of Exploration Projects PAJALA COPPER/GRAPHITE PROJECT OLSERUM 100%-owned with confirmed copper and RARE EARTH PROJECT graphite zones Located in southern Sweden and Anglo American previously drilled 9 holes 100% owned by EGT intersecting encouraging grades of
Slide 15: Appendix
Appendix Appendix
Slide 16: 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 expenditure is non-discretionary • Driven by onshore de
Slide 17: What are Rare Earths and why are they important?
What are Rare Earths and why are they important? 17 metallic elements critical to the development of permanent magnets Defence Industry Renewables Economy Technology Huge number of tech devices Jets, submarines, lasers, satellite Wind turbines, EV, solar including smartphones F35 Fighter Jet
Slide 18: China dominates REE mining, processing, refining and prices
China dominates REE mining, processing, refining and prices Rare earth production China mines 70% of rare earth concentrates… …processes 87%… …and refines 91% Rest of the World EU Rare Earth production metrics: • China mines 70% of rare earth concentrates • China processes 87% • China refines 91% Ra
Slide 19: 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 incoming acquiror/partner Roadmap
Slide 20: Pajala | Copper & Graphite Project
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 explored permit area of 51.17 km² Well-established mining regions with abundant renewable energy and close to infra
Slide 21: Learn more
Learn more Phone +44 208 058 6129 Company number 15442832 Email info@eurogreenplc.com Registered Address The Walbrook Building | 25 Walbrook | London, UK | EC4N 8AF www.europeangreentransition.com
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