Energy Technologies Limited · ASX:EGY

Energy Technologies — FY2026 Earnings Presentation

13 slides from Energy Technologies's earnings presentation, Aug 31, 2026

  1. Slide 1: Full Year Result FY26

    ENERGY TECHNOLOGIES LIMITED Full Year Result FY26 EGY PRODUCTS BESPOKE TARGETED LEADING Energy Technologies Limited owns Bambach Wires and Cables and Cogenic Pty Limited. The operations include specialising in low voltage copper cables, renewable energy and Laser Optical Engineering ASX: EGY Full ye

  2. Slide 2: FY26 at a glance

    FY26 OVERVIEW FY26 at a glance A transition and expansionary year — repositioning the Group toward shareholder value. $3.9m $(12.4)m $4.1m Complete Revenue NPAT Administrative expenses Bambach restructure FY25: $8.1m FY25: $(11.0)m FY25: $4.5m ▼ 8.9% Order book rebuild in FY27 KEY MESSAGES Underlyin

  3. Slide 3: FY26 vs FY25 financial summary

    FINANCIAL RESULT FY26 vs FY25 financial summary Full year ended 30 June 2026 — unaudited management accounts. A$m FY26 FY25 Change % Revenue — $3.9m (FY25: $8.1m) A function of a changed offering and revenue profile, not lost market Revenue 3.9 8.1 (4.2) (51.1%) position. The Group withdrew from leg

  4. Slide 4: One platform. Four capabilities.

    COGENIC One platform. Four capabilities. Consolidating multiple capabilities traditionally delivered through separate devices into a single lightweight wearable platform. 01 02 03 04 Two-way communications Body-worn video Heads-up visual information Electronic data delivery Voice and team comms inte

  5. Slide 5: The operator's field of vision

    THROUGH THE LENS The operator's field of vision ● REC — body-worn video active AI POV IMAGE — FULL BLEED TEAM NET — two-way comms, channel & talkgroup 05_pov_hero.png NAV / TASK — route, waypoint, incident address DATA — record lookup, hazard advisory, asset ID STATUS — battery, signal, time on task

  6. Slide 6: Beyond defence

    TARGET MARKETS Beyond defence Cogenic is actively targeting government uniformed services, first responders, emergency services and other operational environments where hands-free access to communications, visual information and data delivers meaningful operational benefit. AI IMAGE AI IMAGE AI IMAG

  7. Slide 7: Four points of view

    IN THE FIELD Four points of view The same platform, the same hands-free interface — across different operating environments. AI POV IMAGE AI POV IMAGE 07a_pov_street.png 07b_pov_smoke.png Dusk street incident Smoke-filled interior Tasking arrives without reaching for a device. Orientation and exit r

  8. Slide 8: Scalable manufacturing model

    OPERATING MODEL Scalable manufacturing model Designed to support commercial-scale production, with the majority of manufacturing undertaken externally on a mass-production basis. Externalised mass production Proprietary technology retained Operating leverage Volume manufacture executed through estab

  9. Slide 9: Industry & addressable market — by segment

    MARKET OPPORTUNITY Industry & addressable market — by segment Sized bottom-up from the number of personnel in each target segment who would require this technology. All market figures in USD. Target segment Global personnel Penetration Devices ASP (USD) Segment TAM NARROWING THE FUNNEL Defence — dis

  10. Slide 10: Addressable market by region

    MARKET OPPORTUNITY Addressable market by region Total addressable market of ~US\$42bn across ~72.5m personnel in target segments worldwide. TAM BY REGION (US$bn) Region Personnel Share TAM (US$bn) Asia-Pacific ~26.0m 34% $14.4bn Asia-Pacific $14.3bn North America ~8.5m 26% $11.0bn Europe ~13.0m 20%

  11. Slide 11: Restructure complete — rebuilding the order book

    BAMBACH WIRES & CABLES Restructure complete — rebuilding the order book An established Australian copper wire and cable business supplying state government agencies and large ERP / infrastructure participants. FY27 FOCUS — ORDER BOOK REBUILD Then Now • Rebuild volumes toward previous levels — only o

  12. Slide 12: Outlook — stabilise, commercialise, scale

    STRATEGY Outlook — stabilise, commercialise, scale Horizon 1 — Stabilise Horizon 2 — Commercialise Horizon 3 — Scale Restructure complete · overheads down $0.4m · Cogenic trials, evaluations and reference deployments External mass manufacture at volume · recurring disciplined corporate cost base · r

  13. Slide 13: Important notice & disclaimer

    LEGAL Important notice & disclaimer Unaudited results. The financial information in this presentation for the full year ended 30 June 2026 is unaudited management information and remains subject to completion of the external audit. Final audited figures may differ. General. This presentation is issu

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