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INVESTOR PRESENTATION Interim Results Presentation - 31 August 2026 Half-year ended 30 June 2026
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INVESTOR PRESENTATION Important Notices and Disclaimer This presentation (Presentation) has been prepared by Advanced Engineered Materials Ltd (ACN 095 907 565) (AEM or the Company) and provides general information about the Company and its business. Information in this Presentation The information in this Presentation is of a general background nature, is in summary form and does not purport to be complete or comprise all information regarding AEM. The information contained in this Presentation is current as at the date of this Presentation or such earlier date as specified in this Presentation. The information in this Presentation is subject to change without notice. No representation or warranty, express or implied, is made by AEM or any of its advisers as to the accuracy, adequacy, completeness or reliability of any statements, estimates, opinions, forecasts, reports or other information contained in this Presentation. This Presentation is not a prospectus, product disclosure statement or other disclosure document for the purposes of Chapter 6D or Part 7.9 of the Corporations Act or other offer document under Australian law or the law of any other jurisdiction, including the United States and does not purport to contain all of the information that is required to be included in such documents, including all information about the assets and liabilities, financial position and performance, profits and losses, prospects, and the rights and liabilities attaching to securities. Not Financial or Product Advice This Presentation is for information purposes only and does not contain or purport to contain, an offer, invitation, solicitation or recommendation to subscribe for or purchase or sell any securities in AEM in any jurisdiction. This Presentation is not intended to be, and does not constitute, legal, taxation, financial product or investment advice or a recommendation to acquire securities in AEM. This Presentation will not be lodged with, approved by or registered with the Australian Securities and Investments Commission (ASIC) or any other regulator in any jurisdiction. It has been prepared without taking into account the objectives, financial situation or needs of any person. A recipient of this Presentation is solely responsible for forming their own opinions and conclusions on matters and for making their own independent assessment of the information provided and in the case of any doubt should consult a financial, legal or other adviser. No Distribution This Presentation has been prepared for publication in Australia and may not be released to US wire services or distributed in the United States. This Presentation does not constitute an offer to sell, or a solicitation of an offer to buy, securities in the United States or any other jurisdiction. No securities of AEM have been, nor will be, registered under the US Securities Act of 1933 or the securities laws of any state or other jurisdiction of the United States, and no securities of AEM may be offered or sold in the United States except in transactions exempt from, or not subject to, the registration requirements of the US Securities Act and applicable US state securities laws. Persons who come into possession of this Presentation should observe any such restrictions as any noncompliance could contravene applicable securities laws. Future Performance The Presentation contains certain “forward-looking statements”. The words “forecast”, "expect", "anticipate", "estimate", "intend", "believe", "guidance", "should", "could", "may", "will", “target”, "predict", "plan" and other similar expressions are intended to identify forward-looking statements. Indications of, and guidance on, future earnings and financial position and performance are also forward-looking statements. Forward-looking statements, opinions and estimates provided in this Presentation are based on assumptions and contingencies which are subject to change without notice and involve known and unknown risks and certainties and other factors which are beyond the control of AEM, and its directors and management, and may involve significant elements of subjective judgement and assumptions as to future events which may or may not be correct. This includes statements about market and industry trends, which are based on interpretations of current market conditions. Forward-looking statements are provided as a general guide only and should not be relied upon as an indication or guarantee of future performance. Actual results, performance or achievements may differ materially from those expressed or implied in such statements and any contingencies and assumptions on which these statements are based. Recipients are cautioned not to place undue reliance on forward-looking statements and except as required by law, no representation or warranty, express or implied, is made as to the accuracy, likelihood of achievement or reasonableness of any forecasts, prospects, assumptions, returns, contingencies or statements in relation to future matters contained in this Presentation. The forward-looking statements are based on information available to AEM as at the date of this Presentation. Except as required by law, none of AEM, its representatives or advisers undertakes any obligation to provide any additional or updated information whether as a result of a change in expectations or assumptions, new information, future events or results or otherwise. Indications of, and guidance or outlook on, future earnings or financial position or performance are also forward-looking statements. 2
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INVESTOR PRESENTATION Important Notices and Disclaimer (cont.) No Warranty and Disclaimer No party other than AEM has authorised or caused the issue, lodgement, submission, dispatch or provision of this Presentation, or takes any responsibility for, or makes or purports to make any statements, representations or undertakings in this Presentation. To the maximum extent permitted by law, AEM including its subsidiaries, related bodies corporate, shareholders, affiliates, advisers and agents (each a Limited Party): ▪ disclaims all responsibility and liability (including, without limitation, any liability arising from fault, negligence or negligent misstatement) for any direct, indirect, consequential loss, damage, expense or cost arising from any statements, representations or warranties or in relation to the accuracy or completeness of the information, statements, opinions or matters, express or implied, contained in, arising out of or derived from, or for omissions from, this Presentation including, without limitation, any financial information, any estimates or projections and any other financial information derived therefrom; ▪ disclaims any obligation or undertaking to release any updates or revision to the information in this Presentation to reflect any change in expectations or assumptions or inform you of any new or more accurate information or any errors, omissions or mis-descriptions of which a Limited Party may become aware; ▪ does not make any representation or warranty, express or implied, as to the accuracy, reliability, currency or completeness of the information in this Presentation or the likelihood of achievement of any forward-looking statement or any event or results expressed or implied in any forward-looking statement; and ▪ does not represent or warrant that this Presentation is complete or that it contains all material information about AEM or which a prospective investor may require in evaluating a possible investment in AEM. Recipients must conduct their own independent investigations and enquiries as they deem fit. Past Performance Past performance information given in this Presentation is given for illustrative purposes only and should not be relied upon as (and is not) an indication of AEM's views, or that of any party involved in its preparation, on AEM's future performance, condition or prospects. Effect of Rounding A number of figures, amounts, percentages, estimates, calculations of value and fractions in this Presentation are subject to the effect of rounding. Accordingly, the actual calculation of these figures may differ from the figures set out in this Presentation. Market and Industry Data and Other Information Certain market and industry data and other information used in this Presentation may have been obtained from research, surveys or studies conducted by third parties, including industry or general publications. Neither the Company nor its representatives or its advisers have independently verified, or can assure investors as to the accuracy of, any market or industry data or other information provided by third parties or industry or general publications. The Company’s internally generated data is based on estimates and assumptions that the directors and management of the Company believe are reasonable. Photographs and diagrams used in this Presentation that do not have descriptions are for illustration only and should not be interpreted to mean that any person shown in them endorses this Presentation or its contents or that the assets shown in them are owned by the Company. The photographs contained in this Presentation are the property of or are licensed to AEM and are protected under copyright laws. No permission is granted for the reproduction of these photographs outside of their appearance in this Presentation. Diagrams used in this Presentation are illustrative only and may not be drawn to scale. General Statements made in this Presentation are made only as at the date of this Presentation. The information in this Presentation remains subject to change without notice. The Company may in its absolute discretion, but without being under any obligation to do so, update or supplement this Presentation. Any further information will be provided subject to the terms and conditions contained in this Important notices and disclaimer. Acceptance By accepting, accessing or reviewing this Presentation you acknowledge and agree to the terms set out in this section of the Presentation titled “Important notices and disclaimer”. This Presentation may not be reproduced or published whole or in part, for any purpose without the prior written permission of AEM. 3
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INVESTOR PRESENTATION 1H 2026 Results
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INVESTOR PRESENTATION 1H 2026 Highlights Sales, orders and the customer pipeline all grew strongly as qualified customers moved into commercial supply 12.5 t HPA sold in 1H 2026 A$460k Revenue, up 85% on PCP 17.6 t Orders received (A$687k) 210 Projects in the pipelineᵃ ~US$160m Potential annual valueᵃ 44 Customers in industrial trials or commercial relationship Commercial progress ✓ Sales of 12.5 tonnesfor A$460k(US$317k), up 85% on the previous corresponding period (PCP), at an average realisedprice of US$25.4/kg ✓ Orders of 17.6 tonnesfor A$687k(US$474k) at US$27.0/kg, with 5.1 tonnes carried forward for delivery after period end ✓ Product mix continued to shift towards higher-purity 4N+ gradesbeing thekey commercial trend of the half, with realised, ordered and pipeline pricing all moved higher. Resources being prioritised to 4N+ qualifications over 3N5+ due to faster demand growth and higher margins ✓ Rare-earth-doped nano-HPA collaboration with NeoCtech, supported by a C$800k NGen grant; 10 kg/day pilot at Cap-Chat ✓ A cooperation agreement signed post half end with ZürcherFrères SAfor exclusive supply of nano-particle HPA into ZFS’s zirconia-alumina ceramics, an addressable market of approximately 3,000 tpa ✓ Customer pipelineᵃ reached 216 projects and ~US$190mof potential annual value at 31 July 2026, up from 152 projects and US$130m at 31 December 2025 ✓ Four long-term supply framework agreementsin place, with three more expected in 3Q 2026as customers seek security of supply in a tightening market Operations, corporate and financial ✓ Following extended campaign runs of both the fluidised bed furnace and the tunnel kiln withrobotic handling in H1, Cap-Chat is primed to increase commercial scale production during the current halfto meet growing customer orders ✓ Plant modifications completedto enable commercial-scale production of ultra-low alpha HPA for the semiconductor sector ✓ Work continued on the dedicated 1,000 tpa 3N5+ circuit, which will lift nameplate capacity to 3,000 tpa, and Stage 2 engineering works ✓ Customers in industrial trials or commercial relationship rose around 40% since the start of the year, to 32 and 17 respectively at the end of July ✓ A$23.7m in cash at end of the half ✓ Company renamed Advanced Engineered Materials Limitedfollowing shareholder approval; ASX code unchanged (AEM) Note: (a) Customer pipeline presents quantities on an un -risked basis and prices at a point in time arising from AEM’s engagemen t with its customers through the qualification process. The resultant potential annual value reflects the total annual value of the pipeline (quantity × price/kg) on an un -risked basis comprising ~4,800 t of 4N+ HPA and ~1,500 t of 3N5 HPA. Exchange rate AUD/USD 0.69. Customer pipeline at 30 June 2026Sales and orders - half-year ended 30 June 2026 216 Projects in the pipelineᵃ ~US$190m Potential annual valueᵃ 49 Customers in industrial trials or commercial relationship Customer pipeline at 31 July 2026 5
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INVESTOR PRESENTATION Sales and Order Performance Third consecutive half of revenue growth, led by Asia, as qualified customers began commercial supply Sales continued to increase through the first half, with 12.5 tonnes of HPA sold for revenue of A$460k (US$317k at US$25.4/kg) - up 85% on the previous corresponding period. Orders totalled 17.6 tonnes for A$687k (US$474k at US$27.0/kg), of which 5.1 tonnes (A$227k) were outstanding at 30 June for delivery after period end. Order growth was led by Asia, which accounted for 79% of order volume in the first half, up from 55% in the first half of 2025 - a direct reflection of where the semiconductor supply chain sits. Growth was slower than the Company had expected. Key customers took longer than anticipated due to delayed tooling up for new production capacity caused by export regulatory controls. The new production capacity is for the applications that will drive HPA demand particularly in the complex semiconductor supply chain. Demand for sapphire for high -performance automotive LED lighting also softened as manufacturers reduced excess stock in response to a slowdown in China’s new car sales. Importantly, HPA demand is expanding on two fronts with both existing users increasing production volume plans, and new users entering the market and qualifying HPA for the first time. Charts as released in the Company’s ASX announcement of 24 August 2026. Financial information extracted from the Interim Report for the half-year ended 30 June 2026, released 31 August 2026. Order volumes include samples supplied to customers during qualification and are drawn from AEM’s internal records. Exchange rate AUD/USD 0.69. 6
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INVESTOR PRESENTATION 1H 2026 Results Loss up 47% PCP , impacted by A$2.4m non-cash items. Cash costs well controlled Consolidated statement of profit or loss (A$’000) 1H 2026 1H 2025 Change Revenue 460 248 +85% Other income 260 157 +66% Total income 720 405 +78% Employment expenses (7,266) (6,078) +20% Share-based payments (non-cash) (1,493) – n/a Depreciation and amortisation (non-cash) (1,504) (635) +137% Production expenses (1,577) (1,235) +28% Professional and consulting (1,720) (1,467) +17% Corporate and administration (1,533) (733) +109% Raw materials and consumables (634) (316) +101% Patent maintenance (69) (64) +8% Net finance income / (cost) 656 (502) n/m Loss before tax (14,420) (10,625) +36% Income tax benefit 1,000 1,514 (34%) Net loss after tax (13,420) (9,111) +47% Loss per share (cents) (2.28) (2.99) Revenue: Sales of 12.5 tonnes for A$459,518 revenue (vs PCP of $248,416 revenue). Sales arose from orders of 17.6 tonnes for A$687,000, with 5.1 tonnes for A$227,482 outstanding for delivery after period end. Increased loss - A$2.4m of non-cash items, 62% of the change: A$1.5m of share- based payments recognisedfor the first time, and A$0.9m of additional depreciation as plant assets came into service. The balance is employment costs up A$1.2m on higher production activity, and corporate and administration costs up A$0.8m in a first full period as a listed company.Higher interest income from funds on deposit. Production costs reflect low volumes, not the cost base: Production expenses include the cost of plant management and inefficiency arising from low production volumes. Unit economics at current run rates are not indicative of unit economics at nameplate. Extracted from the Interim Report for the half-year ended 30 June 2026. Presented in Australian dollars. 7
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INVESTOR PRESENTATION Cash Flow Operating outflow held flat year on year during plant ramp up while capital expenditure fell by half Consolidated statement of cash flows ( A$m) 1H 2026 1H 2025 Net cash used in operating activities (13.3) (13.5) Net cash used in investing activities (2.9) (5.4) Net cash from financing activities – 20.8 Net movement in cash (16.2) 1.9 Cash at beginning of period 39.8 2.9 Cash at end of period 23.7 4.8 The half in cash terms ✓ Operating cash outflow of A$13.3m, down 2%on the prior corresponding period, despite materially higher production activity and a first full period of listed-company costs. ✓ Cash out includes A$1.2m one-off paydown of accounts payable. ✓ Capital expenditure of A$2.9m, (down from A$5.4m) on residual Stage 1 works - 3N5+ circuit, additional milling, drying and product-tailoring equipment to be completed in the 2H, and Stage 2 engineering studies. ✓ No financing activity in the period. The prior corresponding period included A$15.3m of debenture proceeds, $1.6m 3CI credit and A$3.9m of long-term debt drawn ahead of the December 2025 listing ✓ Management remains focused on minimising costs and maximising efficiency in the business as production volumes rise The Stage 1 build is largely behind the Company. Capital expenditure fell from A$ 5.4m in the prior corresponding period to A$2.9m as Stage 1 spend moved to the 3N5+ circuit and product-tailoring equipment. C$3.7m of capital commitments remained at 30 June. Extracted from the Interim Report for the half-year ended 30 June 2026. Differences due to rounding. Outlined below is a proforma Normalised 2H 2026 Operating Cash Flow: Items A$m Detail H1 2026 net cash used in operating activities (13.30) Additional sales in H2 2026 1.04 Net benefit Accounts payable 1.20 AP payback Prepayments 0.50 Capex items IPO costs 0.20 One-off IPO costs paid in H1 26 H2 2026 normalised operating cash flow (10.36) 8
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INVESTOR PRESENTATION Balance Sheet and Capital Position A$23.7m of cash and A$175.7m of net assets, with the plant substantially built - plant replacement cost estimated C$300m1 Consolidated statement of financial position (A$m) 30 Jun 2026 31 Dec 2025 Cash and cash equivalents 23.7 39.8 Other current assets 2.7 3.3 Property, plant and equipment 120.5 121.1 Goodwill and intangibles 52.8 52.9 Other non-current assets 1.5 – Total assets 201.2 217.1 Borrowings - current and non-current 12.3 12.9 Deferred tax liability 10.9 11.9 Trade payables and employee benefits 2.3 3.4 Total liabilities 25.5 28.2 Net assets 175.7 188.9 Issued capital 186.4 186.4 Reserves 5.9 5.7 Accumulated losses (16.7) (3.2) Total equity 175.7 188.9 Capital position ✓ A$23.7m cash at 30 June 2026; A$175.7m net assets; 589,503,245 shares on issue ✓ A$120.5m of property, plant and equipment - the Cap-Chat Plant is substantially built and commissioned, and the heavy construction phase of Stage 1 is behind the Company ✓ Borrowings of A$12.3m, principally Investissement Québec and Canada Economic Development project facilities, secured by first mortgages over the Canadian subsidiaries’ land, buildings and equipment ✓ Subsequent to period end, AEM received a C$1.39m 3CI tax credit (2024 FY claim) from Revenu Québec and repaid the related C$1.38m working capital loan on 31 July 2026. ✓ Grants or rebates expected to be received in the coming 12 months include: • C$1.5m 3CI tax credit (2025 FY claim) • C$800k NGen grant • C$500k Other Grants Extracted from the Interim Report for the half-year ended 30 June 2026. Note: (1) Plant replacement cost is estimated by reference to the initial capital cost estimate for the Stage 2 Expansion Project of ~C$298.8 million at Q4 2024 prices, per the WSP Independent Technical Report - Pre-Feasibility Engineering, Cap-Chat Plant Stage 2 Expansion, September 2025. Stage 2 is a separate 3,000 tpa development and the estimate is used as a proxy for current construction cost. It excludes cost escalation, corporate costs and sustaining capital, and is not a valuation of the Company’s property, plant and equipment, which is carried at A$120.5 million. 9
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INVESTOR PRESENTATION AEM and the HPA Market
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INVESTOR PRESENTATION Sustained Growth in Customer Pipeline Managing the heat in AI and robotics chips✓ CoWoS (chip-on-wafer-on-substrate) carriers for advanced packaging✓ 4N+ tooling, chambers, chucks, nozzles✓ Ultra-low alpha - below 1 ppb U and Th✓ China’s domestic semiconductor build-out✓ Sapphire, defence and supply-chain delinking✓ Focus on commercialisation has forged a robust customer pipeline… …across the applications pulling HPA demand Note: (a) Customer pipeline presents quantities on an un-risked basis and prices at a point in time arising from AEM’s engagement with its customers through the qualification process. The resultant potential annual value reflects the total annual value of the pipeline (quantity × price/kg) on an un-risked basis comprising ~4,800 t of 4N+ HPA and ~1,500 t of 3N5 HPA. Chart as released in the Company’s ASX announcement of 24 August 2026. 216 projects at the end of July, up from 210 at 30 June with 40% growth in advanced stages - commercial relationship and industrial trials - since January ~US$190ma potential annual value ~6,300 tonnes per annum ~US$30.2/kg average price 11
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INVESTOR PRESENTATION Trends We Are Seeing Three emerging tailwinds are accelerating AEM’s customer engagement success Pricing and pipeline data per the Company’s ASX announcement of 24 August 2026. Order and pipeline figures are drawn from AEM ’s internal records and management’s assessment. Note: (a) Customer pipeline presents quantities on an un-risked basis and prices at a point in time arising from AEM’s engagement with its customers through the qualification process. The resultant potential annual value reflects the total annual value of the pipeline (quantity × price/kg) on an un-risked basis comprising ~4,800 t of 4N+ HPA and ~1,500 t of 3N5 HPA. 1. Expected global HPA supply crunch now becoming a reality Customers are showing concern about their ability to secure the HPA they need. A leading global supplier is rationalisingits customer base by dropping low-priority customers and no material additional capacity is expected to come on stream worldwide until 2028. 2. Semiconductor industry replacing customary input materials with 4N+ HPA Three shifts are underway in semiconductors for leading-edge applications such as AI and robotics: • Wafer fab tools (etch chambers, capillaries, nozzles and electrostatic chucks) moving from 2N8 alumina to 4N+ HPA. • Thermal management materials moving from spherical silica to spherical HPA. • Chip packaging moving to translucent ceramic carriers made from 4N+ HPA to prevent warpage during curing. 3. Geopolitics redrawing HPA demand patterns China’s drive for a semiconductor industry independent of US technology is creating demand for 4N+ HPA its domestic suppliers cannot service. Western efforts to delink from Chinese supply chains, particularly for defence-related sapphire are driving new demand for Western-manufactured HPA. AEM is heavily engaged with customers impacted by all three tailwinds. They underpin the accelerating growth and maturity of AEM’s customer pipeline and are driving: • Greater customer interest in long-term supply contracts Four framework agreements now in place. Three more expected in 3Q 2026 • Stronger engagement with Chinese customers Projects with Chinese customers have grown markedly through 2026 • A move towards higher purity Product mix shifting towards higher-purity 4N+ grades - the reason the 4N+ circuit is being prioritised. • Tightening pricing Realisedsales US$25.4/kg, order book US$27.0/kg, customer pipeline US$30.2/kg at the end of July, up from US$29.0/kg at the end of June. Managing Director and CEO, Mick Adams “Customers are undoubtedly concerned about a shortage of HPA supply and are turning to us for solutions. We are making particularly good progress in supplying products for advanced ceramics applications in the semiconductor sector and customers are showing strong interest in our recently launched ultra-low alpha HPA for thermal management applications.” 12
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INVESTOR PRESENTATION Outlook
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INVESTOR PRESENTATION Outlook A significant step-up in sales is expected in the second half, accelerating through 2027 Sales are expected to increase significantly in 2H 2026 to approximately 40 to 60 tonnes , accelerating further in 2027 as existing qualified customers complete tooling up, and customers currently qualifying AEM’s HPA complete their qualification processes and move into commercial production. What to expect in 2H ✓ 5.1 tonnes of orders already carried into the second half ✓ 49 customers in commercial relationship or industrial trials stage, up around 40% since January and continuing to grow in 2H ✓ Additional long-term supply framework agreements - three expected to be concluded in 3Q 2026 building on the four already in place. ✓ Additional distributors - negotiations being finalised with three distributors at present - two for China and one for Japan ✓ Ultra-low alpha capability - continued industrial trials ✓ 2H capex - A$2.5m expected on additional milling capacity and associated equipment, 3N5+ circuit, and finalisation of Stage 2 Feasibility Study engineering Near-term milestones 3Q 2026 Stage 2 Definitive Feasibility Study completion 3Q 2026 Three further supply framework agreements expected to conclude End 2026 3N5+ circuit into production - nameplate capacity to 3,000 tpa 3Q 2026 Three new distributor arrangements finalised End 2027 4N+ circuit at design production run rate Mid-2028 3N5+ circuit at design production run rate From 2029 Stage 2 - total installed production capacity at 6,000 tpa The statements on this slide are forward -looking. Refer to the “Material Factors and Assumptions”, “Material Risk Factors” and “ Financial Outlook / FOFI” sections of the Company’s ASX announcement of 24 August 2026, and to the Important Notices and Disclaimer at the front of this Presentation. Actual results may differ mate rially from the expectations expressed. Stage 2 is subject to completion of the DFS and a final investment decision including financing. 14
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INVESTOR PRESENTATION Delivering outcomes in 2H 2026
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INVESTOR PRESENTATION Investment Highlights Emerging Leader in HPA ✓ Innovative HPA producer capable of purities up to 5N and ultra-low alpha HPA at less than 1 ppb uranium and thorium ✓ Commercial-scale capacity of 2,000 tpa at Cap-Chat, with plant modifications completed in 1H 2026 to enable commercial-scale ultra-low alpha production 1 Innovative and Sustainable Production 2 ✓ Patented process powered 98% by renewables at <US$0.05/kWh and enabled by locally sourced feedstock ✓ Forecast in the bottom half of the global industry cost curve including China, at approximately 2.8 t CO₂e per tonne - around 77% below traditional alkoxide methods Strong Industry Tailwinds3 ✓ Semiconductor device market forecast at approximately US$1.6 trillion in 2026, with device revenue growing around five times faster than wafer volume¹ ✓ No material additional HPA capacity expected worldwide until 2028 Commercial Momentum, Not Just Capacity 4 ✓ Sales of 12.5 t for A$460k in 1H 2026, up 85% on PCP, from orders of 17.6 t ✓ Realised pricing US$25.4/kg, order book US$27.0/kg, customer pipeline US$30.2/kg; second-half sales expected at approximately 40to 60 tonnes² Robust Customer Pipeline5 ✓ 216 projects worth approximately US$190 million of potential annual value³ ✓ 49 customers in industrial trials or commercial relationship, up around 40% since January; four supply framework agreements in place, three more expected in 3Q 2026 Funded, Building and Proven Leadership 6 ✓ A$23.7m cash and A$175.7m net assets at 30 June 2026, with A$120.5m of plant substantially built and commissioned ✓ Stage 1 to 3,000 tpa in 2026; Stage 2 DFS due 3Q 2026; 6,000 tpa from 2029. Board led by Richard Seville (1) Yole Group, “The semiconductor industry enters the trillion-dollar era”, press release, 8 July 2026. Third-party forecasts are not AEM forecasts and are subject to revision by their publishers. (2) Forward-looking - refer to the Financial Outlook / FOFI section of the Company’s ASX announcement of 24 August 2026. (3) Customer pipeline is presented on an un-risked basis at a point in time. It is not an order book and is not contracted revenue; there is no assurance that pipeline projects will convert to sales. See the Customer Pipeline slide for the full basis. 16
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Investor and Media Enquiries Emmanuel Duvnjak - Head of Communications and Investor Relations +61 412 734 200 · eduvnjak@aemhpa.com · aemhpa.com LinkedIn · YouTube