Announcement PDF FS521026 Energy Technologies Limited (ASX:EGY) Investor Presentation – 23rd May 2024 Nick Cousins Important Notice & Disclaimer This presentation has been prepared by Energy Technologies Limited (EGY or the Company). It should not be considered as an offer or invitation to subscribe for, or purchase any shares in EGY, or as an inducement to purchase any shares in EGY. No agreement to subscribe for securities in EGY will be entered into on the basis of this presentation or any information, opinions or conclusions expressed in the course of this presentation. This presentation is not a prospectus, product disclosure document, or other offering document under Australian law or under the law of any other jurisdiction. It has been prepared for information purposes only. This presentation contains general summary information and does not take into account the investment objectives, financial situation and particular needs of an individual investor. It is not a financial product advice and the Company is not licensed to, and does not provide, financial advice. This presentation may contain forward-looking statements which are identified by words such as ‘may’, ‘could’, ‘believes’, ‘estimates’, ‘targets’, ‘expects’, or ‘intends’ and other similar words that involve risks and uncertainties. These statements are based on an assessment of past and present economic and operating conditions, and on a number of assumptions regarding future events and actions that, as at the date of this presentation, are expected to take place. Such forward-looking statements do not guarantee of future performance and involve known and Although the Company believes that the expectations reflected in the forward looking statements included in this presentation are reasonable, none of the Company, its Directors or officers can give, or gives, any assurance that the results, performance or achievements expressed or implied by the forward-looking statements contained in this document will actually occur or that the assumptions on which those statements are based are exhaustive or will prove to be correct beyond the date of its making. Readers are cautioned not to place undue reliance on these forward-looking statements. Except to the extent required by law, the Company has no intention to update or revise forward-looking statements, or to publish prospective financial information in the future, regardless of whether new information, future events or any other factors affect the information contained in this presentation. Readers should make their own independent assessment of the information and take their own independent professional advice in relation to the information and any proposed action to be taken on the basis of the information. To the maximum extent permitted by law, the Company and its professional advisors and their related bodies corporate, affiliates and each of their respective directors, officers, management, employees, advisers and agents and any other person involved in the preparation of this presentation disclaim all liability and responsibility (including without limitation and liability arising from fault or negligence) Bambach Wires and Cables Manufacturing and Sales • Bambach Wires and Cables sells low voltage industrial and specialised copper cables across Australia • Founded in 1936, it is the oldest existing Australian cable manufacturer and 100% owned by Energy Technologies since 2012 • Factory in Rosedale, VIC with sales offices in New South Wales, Western Australia and Victoria • Blue Chip customer base across Rail and Road, Mining, Construction, Defence and Power and Energy Established in 1936, Bambach Wires & Cables is an Australian Owned and Operated Low Voltage Cable Manufacturer who have been servicing the We pride Australian ourselves on market for being almost a Australian century owned and operating as well as supporting local businesses as much as possible, therefore resulting in the vast majority of our cables having over 90% local content. Gantner Distribution Agreement • This not only provides Bambach with the total solution for renewables for the DC electrification of the project, but it also moves Bambach into the AC and high voltage industry. The offering from Bambach has now expanded and covers Australia and New Zealand. • This agreement closes the loop by allowing the company to offer specialised low voltage cables which are in house tested for quality control, connectors, combiner boxes, weather stations and software to the solar and wind renewable energy industry in one point of contact. • The agreement allows the company to increase its expectations of Revenue for the FY25 year and the margins are above what has been previously guided Gantner Products - Hardware • Data Logger & Power Plant Controllers • AC Combiner boxes • DC Combiner boxes • String Monitoring Devices • Distributed IOS • Meteo Weather Stations and Sensors Renewables solution • Cables • Testing • Connectors • Hardware • Software • Providing a one stop efficient solution for all the industry’s needs Bambach Wires and Cables’ Review Strategic Review Lateral revenue lines identified Complete Purchased Sales division first sales First Distribution Agreement First sales through the distribution agreement division First Sales in Solar for purchased sales Further Distribution Agreements Outstanding Bambach Wires and Cables – New Offering Manufactured Sales Purchased Sales Wholesale Distribution • Project sales focused on Rail, Road and Infrastructure will be a mix of manufactured high gross margin product (>35%) and low margin Purchased Sales to create and showcase both a competitive tender and evidence of speciality • Broad target market with emphasis in Construction and Mining • Distribution agreements identified and sought for well established brands in Australia • Contract sales focused on Rail, Road, Infrastructure and Energy (Renewables) will be short run specialised product with short delivery times (>30%) Current order book remains strong • Proprietary specialised product sold through the sales channels (>23%) • Value add processes at the factory level to manage end margins • Commoditised product margin expected to be 16% • Value add product margin expected to be >23% Strategy now tested through first shipment landed and sold ($567k) at a 67% margin • Used to fast track Purchased sales division growth • Margin expected to be ~16% depending on the size, working cap agreements and brand name • Opportunity to provide central and branch warehousing of product at Rosedale and branches adding extra revenue Revenueopportunity forecast to be $5m in FY25 Summary - Operations • Restructure with a focus on sales • Refocus on margin protection • Manufacturing for specialised low voltage cables • Purchased sales for low margin cable sales • Distribution agreements for lateral hardware products • Distribution agreements into software and monitoring products Financials – FY25 • Cost savings - $1.1m Forecast Sales – FY24 & FY25 • Manufactured Sales – >$18m (Margin >23%) • Current Order Book – $3.2m • Purchased Sales – $2.5m • Wholesale Distribution Sales – $5m • Focus on reducing debt FY24 Forecast – $11.4m FY25 Forecast – 25.5m Renewables The way of the future SYD – sales@bambachcables.com.au NWC – salesnewcastle@bambachcables.com.au VIC/TAS – salesmelbourne@bambachcables.com.au WA – wasales@bambachcables.com.au SA/NT – sales.sa@bambachcables.com.au QLD – salesbrisbane@bambachcables.com.au