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FY26 Results Investor Presentation AUGUST 2026 Todd Scott CHIEF EXECUTIVE OFFICER John Gardiner CHIEF FINANCIAL OFFICER (INTERIM) SciDev Ltd (ASX:SDV) | FY26 Results Investor Presentation
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2SciDev Ltd (ASX:SDV) | FY26 Results Investor Presentation FY26 Results 2H Earnings Recovery, Stronger Balance Sheet, Refocused Strategy for Growth FY26 Result Summary ▪ FY26 was a year of two halves: ‒ 1H sharp earnings decline, due to the loss of a major Energy Services contract and continued losses in international Water Technologies. ‒ 2H strong second-half recovery, driven by the mining segment activity and realisation of cost reduction initiatives. ▪ Four key initiatives: 1) exit from loss-making international Water Technologies operations, 2) broad cost cuts, 3) lower capex, and 4) tighter working capital management helped reduced the cost base by ~$4m versus FY25. ▪ SciDev enters FY27 with a stronger balance sheet, a leaner cost base, and a refocus strategy for growth. REVENUE $85.5m FY25 $103.4m | -17% RECURRING REVENUE 38% FY25 30% | +8ppt EBITDA UNDERLYING $3.6m FY25 $7.1m | -49% EBITDA REPORTED -$1.1m FY25 $6.2m | NM NET CASH $6.8m FY25 $6.3m | +$0.5m OPERATING CASHFLOW (UNDERLYING) $6.0 FY25 $2.9 | +$3.1m
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3SciDev Ltd (ASX:SDV) | FY26 Results Investor Presentation FY26 Highlights Strategic wins across Mining and Data Centres, and decisive action on underperforming operations Strategic Initiatives Water Solutions ▪ $19.5m Rum Jungle contract awarded, of which ~50% of revenues were recognised in FY26. ▪ New $2m p.a. Newmont Boddington chemistry contract secured, commencing 1H FY27. ▪ First contracts signed with two of Australia's largest hyperscale Data Centre operators, commencing 1H FY271. Energy Services ▪ New Master Services Agreement and first revenues with a tier-one service provider. International Water Technologies ▪ Exited loss-making US/UK direct operations in 2H FY26; transitioned to a channel partner sales model. Financial ▪ Water Solutions delivered record revenue ($48.3m) and record underlying EBITDA ($4.2m)2. ▪ 2H FY26 underlying EBITDA more than doubled to $2.5m, from $1.1m in 1H FY26. ▪ Recurring revenue grew to 38% of total revenue, up from 30% in FY25. ▪ Underlying Cash flow from operations of $6.0m ▪ Net cash increased to $6.8m at 30 June 2026, with $13.8m of total available liquidity. ▪ Cost-out program removed ~$4m from the cost base versus FY25. ▪ Corporate costs reduced by $1.6m (down 33% from FY25). 1) Contract announced in August 2) Excludes International Water Technologies which was exited in 2H
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4SciDev Ltd (ASX:SDV) | FY26 Results Investor Presentation 2H Earnings Recovery Cost-out actions and Rum Jungle delivery drove a strong second-half turnaround A$ million 1H FY26 2H FY26 Change Revenue 47.9 37.6 -21% Underlying EBITDA 1.1 2.5 +132% Underlying EBITDA Margin 2.3% 6.7% +4.4ppt Half-Yearly Trend ▪ Revenue: lower 2H revenue reflects the absence of xSlik® volumes following the contract loss confirmed during the half. ▪ Earnings: underlying EBITDA more than doubled half-on-half, supported by Rum Jungle contract (~50% of revenues recognised in FY26.), cost-out actions, and improved product and customer mix. ▪ Cash: positive 2H operating cash flow, as committed at the 1H FY26 result. 47.9 37.6 1H FY26 2H FY26 Revenue (A$m) ▪ 2H FY26 marked the turning point in the recovery, and improved confidence in the ability to delivery further growth through the strategic reset presented at the June 2026 Investor Day. ▪ Momentum expected to continue into FY27 as Rum Jungle completes and new contracts (Newmont Boddington, Data Centres) ramp up. 1.1 2.5 1H FY26 2H FY26 EBITDA (A$m)
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Financial Performance
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6SciDev Ltd (ASX:SDV) | FY26 Results Investor Presentation Key Financial Metrics Two factors explain the full-year EBITDA variance; all other areas of the business improved A$ million FY26 FY25 Change Revenue 85.5 103.4 -17% Gross Margin 26% 28% -2ppt EBITDA Underlying 3.6 7.1 -49% EBIT Underlying -0.6 3.0 NM NPAT Underlying -1.1 0.1 NM Operating Cashflow Underlying 6.0 2.9 +$3.1m Net Cash (30 Jun) 6.8 6.3 +$0.5m Recurring Revenue 38% 30% +8ppt Negative Drivers ▪ Energy Services — xSlik® contract loss (-$8.6m EBITDA vs FY25): The loss of a key contract for premium xSlik® friction reducer, flagged as a scheduling disruption in 1H, was confirmed in 2H as a contract loss. xSlik® is one of Energy Services' highest-margin products. The remainder of the decline more broadly reflects a weaker US oilfield services market. ▪ International Water Technologies (-$0.1m EBITDA vs FY25): Losses continued to grow in 1H FY26 as market activity failed to develop as anticipated; the business was exited in 2H FY26. Positive Drivers ▪ Water Solutions — record EBITDA of $4.2m (+$3.6m vs FY25): Combined revenue grew 13% to $48.3m, driven by infrastructure activity and multi-year mining contracts. ▪ Corporate costs (-$1.6m vs FY25): Achieved through meaningful reductions to headcount and administration costs, down 33% year-on-year.
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7SciDev Ltd (ASX:SDV) | FY26 Results Investor Presentation Earnings Bridge: EBITDA Underlying Record Water Solutions earnings and lower corporate costs, more than offset by xSlik® contract loss Rum Jungle contract and chemical sales growth Lower headcount and reductions to external services ~$5m impact from loss of xSilk contract Exited loss making operations in 2H FY26 7.1 3.6 1.6 -8.6 -0.1 3.6 FY25 Water Solutions Corporate Energy Services Water Technologies (International) FY26 A$ million 0.0 2.0 4.0 6.0 8.0 10.0 12.0 14.0
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8SciDev Ltd (ASX:SDV) | FY26 Results Investor Presentation Results by Business Unit Water Solutions delivered record earnings; Energy Services absorbed the xSlik® contract loss A$ million Revenue FY26 Revenue FY25 EBITDA FY26 EBITDA FY25 Water Solutions 48.3 42.6 4.2 0.6 Energy Services 36.6 60.2 4.8 13.3 Corporate 0.1 0.2 -3.2 -4.8 International Water 0.5 0.4 -2.1 -2.0 Total 85.5 103.4 3.6 7.1 Summary ▪ Water Solutions is now SciDev's largest earnings contributor, following the FY26 platform reset around Mining, Infrastructure, and Data Centres. ▪ Mining segment revenues have grown equal the Energy segment, driven by continued global resource demand. ▪ Initial revenues from Data Centres in FY27 with an improving line of sight for growth. 56% 43% 1% FY26 Revenue Mix by BU Water Solutions Energy Services Discontinued / Int'nl Water 43% 43% 14% 0% FY26 Revenue Mix by Market Mining Energy Infrastructure Data Centres
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9SciDev Ltd (ASX:SDV) | FY26 Results Investor Presentation Water Solutions Record revenue and earnings A$ million FY26 FY25 Change Process Chemistry 27.3 26.1 5% Water Technologies (APAC) 21.0 16.5 27% Revenue 48.3 42.6 13% Process Chemistry 2.2 1.3 65% Water Technologies (APAC) 2.0 -0.7 NM Underlying EBITDA 4.2 0.6 $3.6m Key Drivers Process Chemistry ▪ Driven by large-scale tunnelling infrastructure projects and multi- year mining contract renewals. ▪ Improved margin mix from shorter-duration, higher-margin infrastructure projects. Water Technologies ▪ Higher sales of Hydra-IQ remote water quality monitoring systems. ▪ Driven by the $19.5m Rum Jungle groundwater treatment contract (~50% recognised in FY26). Strategic Developments ▪ Building an integrated water solutions platform spanning engineering, chemistry, and data & optimisation (Hydra-IQ®, OptiFlox®). ▪ Strategic focus aligned to Mining, Infrastructure, and Data Centres, as the markets where SciDev has a genuine right to win. ▪ Established an initial Data Centre market position, leveraging the team's prior track record delivering 40+ water projects for data centres in the EU. 1.7 2.2 0.6 4.2 FY23 FY24 FY25 FY26 Underlying EBITDA (A$m)
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10SciDev Ltd (ASX:SDV) | FY26 Results Investor Presentation Energy Services xSlik® contract loss, CatChek® resilience, and a new partnership provide a platform to rebuild A$ million FY26 FY25 Change Revenue 36.6 60.2 -39% Underlying EBITDA 4.8 13.3 -64% Underlying EBITDA Margin 13.1% 22.1% -9ppt CatChek® as % of Revenue 51% 41% +10ppt Key Drivers ▪ Revenue decline primarily reflects the loss of the premium xSlik® friction reducer contract, flagged as a scheduling disruption in 1H FY26 and confirmed as a contract loss in 2H. ▪ ~$5m of the EBITDA decline is attributable to lost xSlik® volumes; the remainder reflects intensified competition in commodity-grade friction reducer amid a weaker US oilfield services market. ▪ CatChek® proved more resilient, growing to 51% of Energy Services revenue. Strategic Developments ▪ Continued expansion into the Permian Basin, with Beetaloo Basin (Australia) opportunities emerging ▪ New Master Services Agreement and first revenues secured with a tier-one service provider ▪ New product development: EnFlow® (enhanced oil recovery), CatChek® variants (completions chemistry), high-suspension slurry (advanced delivery systems). 20% 27% 41% 51% FY23 FY24 FY25 FY26 CatChek® Share of Energy Services Revenue
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11SciDev Ltd (ASX:SDV) | FY26 Results Investor Presentation Balance Sheet & Cashflow Net cash rebuilt through second-half cash generation and capital discipline A$ million FY26 FY25 Change Working Capital 11.6 12.1 -4% Total Assets 61.8 75.2 -18% Total Liabilities 18.8 25.2 -25% Total Equity 43.0 50.1 -14% Operating Cashflow Underlying 6.0 2.9 +$3.1m Net Cash (30 Jun) 6.8 6.3 +$0.5m 3.6 0.8 6.0 1.6 Reported Operating Cash flow FY25 Due Diligence Costs FY26 Abnormal Expenses Underlying Operating Cash flow Underlying Operating Cashflow Bridge (A$m) Cashflow ▪ $6.0m in underlying operating cash flow, driven by higher 2H EBITDA, Rum Jungle receipts, and the reversal of working capital build. ▪ Lower capital expenditure and focused working capital management were key contributors to the improvement. ▪ Consistent with the capital discipline framework presented at the June 2026 Investor Day, gross margin, IRR, ROCE, and NPAT remain the Company’s guiding metrics. Balance Sheet & Liquidity ▪ Total available liquidity of $13.8 million as at 30 June 2026, including net cash of $6.8 million and $7.0 million of unutilised debt facilities. ▪ Ample liquidity for ongoing business operations and near-term organic growth opportunities. ▪ Sustaining capex expected to remain well below headline depreciation, given the long-lived nature of BOO assets.
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12SciDev Ltd (ASX:SDV) | FY26 Results Investor Presentation Recurring Revenue Recurring revenue continues to climb, improving the quality of earnings Commentary ▪ In FY26 recurring revenue reached 38% of total revenue. ▪ These revenues include long-term O&M and BOO contracts for engineering solutions as well as multi-year chemical contracts to the mining and utilities industries. ▪ Sales from CatChek sit outside this definition due to their short-term contract nature of the industry, however if included this would bring the total to 59%. ▪ Growing recurring revenue through new customers, particularly in chemistry, and diversification of services to existing customers is a priority for FY27 and beyond. 28% 28% 30% 38% 0% 5% 10% 15% 20% 25% 30% 35% 40% 0 5 10 15 20 25 30 35 FY23 FY24 FY25 FY26 % of total revenues A$ million Recurring Revenue (% of Total Revenue)
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Strategy & Outlook Building an integrated water solutions platform in markets where SciDev has a right to win
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14SciDev Ltd (ASX:SDV) | FY26 Results Investor Presentation Right to Win: Platform for Growth Building an integrated water solutions platform, targeting markets with a genuine right to win FOCUS MARKETS Mining Utilities & Infrastructure Data Centres Energy Services Water Solutions SOLUTIONS PLATFORM Data & Optimisation High-Value Chemistry Engineering Solutions Commentary ▪ A refocused strategy targets the markets where SciDev has established client relationships, proven delivery, and transferable expertise. ▪ The strategy is being delivered: the Newmont Boddington contract and first Data Centre engagements are early evidence of the platform in action.
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15SciDev Ltd (ASX:SDV) | FY26 Results Investor Presentation Market Opportunity A large, growing, and under-optimised market supports a multi-year growth runway Key Figures ▪ $2.2bn Water Solutions addressable market in Australia in 2026, across Mining, Utilities & Infrastructure, and Data Centres. ▪ $6bn+ forecast Water Solutions market size by 2040, including double-digit growth in Data Centres. ▪ $4bn combined total addressable market in 2026, including Energy Services. ▪ Up to $45bn estimated global addressable market in 2026, on a current comparable basis. 0.0 1.0 2.0 3.0 4.0 5.0 6.0 7.0 2026 2030 2035 2040 A$ billion Water Solutions (Australia) Addressable Market1 Mining Utilities & Infrastructure Data Centres 1) Sources: Strategic Revenue Insights (Mining), Modor Intelligence (Utilities & Infrastructure), Global Market Insights (Data Centres)
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16SciDev Ltd (ASX:SDV) | FY26 Results Investor Presentation Strategic Reset: Progress Against the Plan Delivering on the five-point plan presented at the June 2026 Investor Day 1 Clear diagnosis of underperformance FY26 results reflect the full impact of the issues identified Complete 2 Strategic refocus on ‘right to win’ markets Newmont Boddington and first Data Centre contracts evidence early traction Underway 3 Building an integrated water platform Rum Jungle delivery, and continued investment in Hydra-IQ® and OptiFlox® Underway 4 Improved execution and capital discipline ~$4m cost-out and a stronger $6.8m net cash balance sheet Delivering 5 Improving path to growth FY27 priorities set, with a growing pipeline across Mining, Data Centres, and Energy In Progress
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17SciDev Ltd (ASX:SDV) | FY26 Results Investor Presentation FY27 Priorities Three priorities underpin the FY27 plan 1 Cross-Sell into Mining Client Base Align commercial teams to cross- sell solutions into large existing client base, leveraging the value of established relationships. 2 Establish and Grow Data Centre Position Build on first hyperscale contracts to establish a meaningful water solutions position in the fast- growing Data Centre sector. 3 Stabalise Energy Services Stablise for current weaker market conditions, strengthen partnerships with tier-one service providers and target growth in basins with the highest CatChek® demand. MARKETS CAPABILITIES ▪ Commercial: Further development of people, process, and systems. Team alignment by market to boost cross -selling. ▪ Operations: Strengthen large project delivery capabilities. Continued search for cost efficiencies. ▪ Product Development: Enhance and commercialise high potential Hydra-IQ, OptiFlox, and emerging chemistries.
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18SciDev Ltd (ASX:SDV) | FY26 Results Investor Presentation FY27 Outlook A growing order book across Mining and Data Centres Water Solutions Mining ▪ Engineering: completion of Rum Jungle contract (~50% of revenues recognised in FY26); several additional high-value projects tendered. ▪ Chemistry: new $2m p.a. Newmont Boddington contract commencing 1H FY27; further contracts in late-stage trial or negotiation, including via the Nuoer SciDev JV. Data Centres ▪ Initial contracts signed with two of Australia's largest hyperscale data centre operators and developers. ▪ Early reference work anchored on water recycling, reuse, and advanced treatment solutions. ▪ Right to win built on the team's prior track record delivering 40+ data centre water projects in the EU, entering a high-growth Australian market with no entrenched incumbent. Energy ▪ Market backdrop: market activity remains sluggish, although increasing frac spread counts are lifting optimism. ▪ Priority basins: the Permian and Eagleford basins in the US remain the priority targets for CatChek® demand. ▪ New geography: opportunities in the Beetaloo Basin (Australia) are becoming increasingly real. ▪ Partnerships: continued focus on tier-one service provider partnerships, building on the new Master Services Agreement secured in FY26. ▪ Product pipeline: new product development across EnFlow® (enhanced oil recovery), CatChek® variants (completions), and high-suspension slurry (advanced delivery systems).
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19SciDev Ltd (ASX:SDV) | FY26 Results Investor Presentation Management Team Todd Scott Chief Executive Officer John Gardiner Chief Financial Officer Interim Heath Roberts General Counsel & Company Secretary Lily Lewis Head of People & Culture Jamiel Muhor Head of Process Chemistry Ronan Duffy Head of Water Technologies Chris Dartez Head of Energy Services
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Questions
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Appendix
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22SciDev Ltd (ASX:SDV) | FY26 Results Investor Presentation Supplemental Information Group Financial Data A$ ‘000 FY23 FY24 FY25 FY26 Profit & Loss Revenue 89,841 109,236 103,386 85,530 EBITDA Reported 3,916 8,844 6,192 -1,100 EBITDA Underlying 4,080 8,844 7,130 3,602 EBIT Reported 408 4,752 2,024 -5,313 EBIT Underlying 572 4,752 2,962 -611 Net interest expense -630 -650 -568 -506 Income tax expense -117 -1,927 -2,334 52 NPAT Reported -339 2,175 -878 -5,767 NPAT Underlying -175 2,175 60 -1,065 EPS Reported (cents) -0.2 1.1 -0.5 -3.0 EPS Underlying (cents) -0.1 1.1 0.0 -0.6 Balance Sheet Total Assets 67,374 72,014 75,226 61,788 Total Liabilities 19,349 21,777 25,176 18,838 Net Equity 48,025 50,237 50,050 42,950 Net Cash 7,732 7,105 6,343 6,752
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23SciDev Ltd (ASX:SDV) | FY26 Results Investor Presentation Supplemental Information Divisional Data A$ ‘000 FY23 FY24 FY25 FY26 Water Solutions1 Water Technologies 11,972 22,541 16,910 21,468 Process Chemistry 21,292 25,289 26,077 27,302 Revenue 33,264 47,830 42,987 48,770 Water Technologies 850 -1,421 -2,752 -156 Process Chemistry 992 2,644 1,342 2,211 EBITDA Underlying 1,842 1,223 -1,410 2,055 Water Technologies -1,119 -3,776 -5,217 -2,707 Process Chemistry 5,424 10,822 12,685 1,992 EBIT Underlying 4,305 7,046 7,468 -716 Energy Services Revenue 56,453 61,031 60,244 36,611 EBITDA Underlying 5,953 11,501 13,337 4,761 EBIT Underlying 5,424 10,822 12,685 3,983 Corporate Revenue 123 375 156 149 EBITDA Underlying -3,713 -3,882 -4,802 -3,214 EBIT Underlying -4,366 -4,477 -5,431 -3,878 1) Including International Water Technologies, exited in FY26
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24SciDev Ltd (ASX:SDV) | FY26 Results Investor Presentation Supplemental Information Abnormal Items A$ ‘000 FY25 FY26 ISO asset rectification 0 637 Restructuring including redundancies 0 1,030 UK subsidiary wind-down costs 0 190 Impairment of intangible assets 0 2,845 Transaction costs including due diligence 938 0 Total 938 4,702
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25 Right to Win: Selected markets are high growth and where SciDev has a differentiated advantage ▪ Markets selected where we have natural advantages, including established clients, proven delivery, or transferable expertise. ▪ Our strategy is to scale in niches where our advantage is strongest, starting in chemistry and engineering, then expanding into higher- margin data and optimisation. 0.0 1.0 2.0 3.0 4.0 5.0 6.0 7.0 2026 2030 2035 2040 A$ billion Mining Utilities & Infrastructure Data Centres Water Solutions - Market Selection Water Solutions – Forecast Market Growth1 Market Attraction Right to Win Mining Established & growing, driven by tightening discharge limits, PFAS & water-reuse mandates ▪ A large base of existing clients for cross-selling ▪ Embedded chemistry builds switching costs and a defensible base Utilities & Infrastructure Large & stable, with regulation led growth, plus major infrastructure projects needing water management ▪ Proven delivery at municipal level & large infrastructure projects ▪ Existing engineering & chemistry solutions Data Centres Rapid growth and massive water use requirements escalating sustainability and regulatory issues, with no entrenched incumbent ▪ Team with delivery track record in EU ▪ Specialist water treatment OEM, early in market with no incumbent 1) Sources: Strategic Revenue Insights (Mining), Modor Intelligence (Utilities & Infrastructure), Global Market Insights (Data Centres) ▪ Markets for Water Solutions represent a ~A$2.2bn addressable market, forecast to grow to over A$6bn by 2040, including double digit growth for data centres, driven by immense water use requirements and escalating regulatory issues.
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26 Markets - Mining Service of a small firm, supply chain of a global player, with untapped potential of a large client list Engineering Chemistry Data & Optimisation ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ Right to Win ▪ One of our most valuable assets is a client list of blue-chip miners. Establishing these relationships takes time but creates a barrier to competition and provides an opportunity to cross-sell new solutions. ▪ Many current clients only use one of SciDev’s core offerings, which provides an opportunity to increase the share of customer business, while lowering the cost to service. Established client base to cross-sell ▪ A large base of blue-chip miners already buying engineering or chemistry, but none are buying all three, providing a low- risk, organic path to grow revenue per client Reputation in solids-liquid separation ▪ Recognised technical leadership in the core water treatment challenge in mining, built on proven leading MaxiFlox flocculant and process performance Secured supply chain ▪ Privileged supply through the Nuoer Group partnership, one of the world's largest PAM producers, securing cost- competitive, reliable feedstock for core flocculant chemistry Proven regulation-driven track record ▪ Demonstrated delivery on complex mine remediation and PFAS, a growing regulation-led segment, giving reference credibility that de-risks each new win ▪ Our existing chemistry and engineering business creates a footprint to cross-sell, then expand up the platform stack into the higher- margin data & optimisation layers.
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27 Markets – Mining JV with Nuoer Group creates the ability to compete at a global scale Right to Win ▪ The joint venture strengthens the business’s ability to compete with both global incumbents and regional suppliers through a combination of scale, flexibility, and customer proximity. Strategic Supply Access ▪ Access to established manufacturing capability and diversified supply pathways supporting competitive and reliable market delivery. Local Market Responsiveness ▪ Closer alignment with customer operating environments through local execution, logistics coordination, and market proximity. Technical & Commercial Integration ▪ Combination of technical understanding and commercial support to assist customers beyond transactional supply relationships. Partnership-Led Customer Model ▪ Long-term engagement approach focused on reliability, responsiveness, and continuous operational support. Current Global Sales and Tenders
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28 Markets - Utilities & Infrastructure Two complementary markets: recurring municipal treatment & high-value infrastructure projects ▪ Our differentiated edge is chemistry and PFAS/advanced treatment for municipal water, paired with a re-deployable BOO fleet built for short-duration infrastructure work. Right to Win PFAS TECH PFAS treatment (utilities) ▪ Established market leader through proven FluorofIX & RegenIX PFAS removal and advanced treatment Tier 1 level Chemical Supply Access ▪ Partnership with Nuoer Group provides access to a broad range of high-grade chemicals to meet client needs at competitive pricing BOO ASSETS Re-deployable BOO assets (construction & tunnelling) ▪ Access to mobile, modular Build-Own-Operate (BOO) treatment plants are purpose suited for short duration dewatering and construction-water jobs 40+ PROJECTS Proven delivery & relationships ▪ Proven track record at the municipal level and on major tunnelling and infrastructure projects gives reference credibility and warm entry against entrenched incumbents Complementary markets 0 1 2 0 1 2 Contract Value Contract Duration Shorter Longer Lower Higher Infrastructure Utilities & Municipal ▪ Utilities & Infrastructure offer two complementary engines: recurring, regulation-driven municipal treatment and high-value, repeatable construction and tunnelling projects. ▪ Construction revenue is valuable but shorter-term, which we manage through asset redeployment and a renewing project pipeline, with longer-term municipal treatment contracts providing the ballast.
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10 YEARS Experience ▪ Team brings to SciDev, 10 years of Data Centres experience delivering water recycling projects in the EU 40+ PROJECTS Project Delivery ▪ Prior experience includes over 40 Data Centre projects across the EU (incl. Sweden, Ireland, UK, and Germany) Specialist Leadership ▪ SciDev has a decade of experience delivering technically demanding modular water treatment for some of the industry’s most complex water challenges HydraCool Technology ▪ HydraCool is SciDev’s, purpose built modular reuse platform spanning alternative sourcing, treatment, recycling, monitoring, and PFAS removal 29 Markets - Data Centres Proven experience offshore to be replicated in Australia ▪ SciDev’s HydraCool solution is a purpose-built, modular, reuse platform that cuts potable water use, delivered by a team with 10 years’ prior experience delivering 40+ data centre projects in Europe. ▪ The right to win comes from taking overseas project delivery experience, combined with our leading solutions in modular water treatment platforms, to a rapidly growing local market where a clear leader is yet to be established. 0.7% 1.9% 15 to 20% 0% 2% 4% 6% 8% 10% 12% 14% 16% 18% 20% 2025 2030 2035 % of Sydney Water Supply Right to Win Growing Problem: Data Centre consumption of Sydney's water supply Source: Climate Council of Australia, ‘Clouded Future’ ▪ Due to Australia’s historically smaller data centre footprint, water consumption issues are only now emerging. ▪ Data centre water use is now rapidly increasing and set to become a significant sustainability, regulatory and supply security issue.
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30 Markets - Data Centres HydraCool Solution
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31 Markets – Energy Differentiated, field-validated chemistry, delivering measurable oil & gas production uplift ▪ SciDev’s proprietary CatChek product is a category leader in oilfield chemistry, with verified production uplift across 3,000+ wells and life-of-well protection not possible in commodity chemistries. ▪ Our differentiated chemistry, complemented by quality field support teams provide a defensible right to win. CatChek: Category Leader ▪ The category leader in Clay Control, a proprietary multifunctional surfactant system addressing the three root causes of shale formation damage in a single product MORE OIL & GAS Proven, sustained oil & gas uplift ▪ Independently validated studies consistently show using CatChek produces significantly higher BOE & recovery rates LESS WATER Better well economics ▪ Cuts unwanted water production by ~41% in oil windows versus offsets, more oil with less water, lowering handling and disposal costs while extending equipment life Database of 3,000+ wells ▪ independently verified production uplift across 3,000+ wells, with permanent, life-of-well protection unmatched by commodity chemistries or higher cost competitors Right to Win 13.0% 78.0% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% Oil & oil-Gas windows (DeWitt, Karnes) Wet-gas windows (La Salle, McMullen) BOE uplift vs offset wells CatChek Proprietary Chemistry Source: Independent field analysis of 3,000+ wells, Eagle Ford & Delaware basins (SPE-230653-MS); CatChek®-treated vs offset. −41% water cut in oil windows vs offset wells ▪ CatChek has been proven to solve two big issues in the oil & gas industry: Increasing oil & gas production, and reducing wastewater flowback. ▪ Independent analysis has proven +13% BOE in oil windows and +78% in wet-gas windows versus offset wells, which sustained and compounds over the life of the well, rather than a short-lived spike.
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32 Disclaimer FORWARD-LOOKING STATEMENTS DISCLAIMER THIS PRESENTATION MAY CONTAIN CERTAIN ‘FORWARD-LOOKING STATEMENTS’ WITH RESPECT TO THE FINANCIAL CONDITION, RESULTS OF OPERATIONS, AND BUSINESS OF SCIDEV LIMITED AND CERTAIN OF THE PLANS AND OBJECTIVES OF MANAGEMENT. FORWARD-LOOKING STATEMENTS CAN GENERALLY BE IDENTIFIED BY THE USE OF WORDS SUCH AS ‘ANTICIPATE,’ ‘BELIEVE,’ ‘EXPECT,’ ‘INTEND,’ ‘ESTIMATE,’ ‘MAY,’ ‘WILL,’ ‘SHOULD’ AND SIMILAR EXPRESSIONS. THESE STATEMENTS ARE NOT GUARANTEES OF FUTURE PERFORMANCE AND INVOLVE KNOWN AND UNKNOWN RISKS, UNCERTAINTIES AND OTHER FACTORS, MANY OF WHICH ARE BEYOND THE CONTROL OF SCIDEV LIMITED, WHICH MAY CAUSE ACTUAL RESULTS TO DIFFER MATERIALLY FROM THOSE EXPRESSED OR IMPLIED IN SUCH STATEMENTS. PAST PERFORMANCE IS NOT A RELIABLE INDICATOR OF FUTURE PERFORMANCE. FINANCIAL INFORMATION DISCLAIMER ALL FINANCIAL INFORMATION IN THIS PRESENTATION IS BASED ON PUBLICLY AVAILABLE INFORMATION OR MANAGEMENT ESTIMATES. THIS PRESENTATION DOES NOT CONSTITUTE FINANCIAL ADVICE AND SHOULD NOT BE RELIED UPON AS THE SOLE BASIS FOR ANY INVESTMENT DECISION. NOT AN OFFER THIS PRESENTATION IS FOR INFORMATION PURPOSES ONLY AND IS NOT AN OFFER, INVITATION, SOLICITATION, OR RECOMMENDATION WITH RESPECT TO THE SUBSCRIPTION FOR, PURCHASE OR SALE OF ANY SECURITY IN ANY JURISDICTION. ASX AND REGULATORY COMPLIANCE THIS PRESENTATION HAS BEEN PREPARED IN ACCORDANCE WITH THE REQUIREMENTS OF THE ASX LISTING RULES. ANY INFORMATION PROVIDED HEREIN SHOULD BE READ IN CONJUNCTION WITH THE COMPANY’S PERIODIC AND CONTINUOUS DISCLOSURE ANNOUNCEMENTS LODGED WITH THE ASX