Announcement PDF ENERGY TECHNOLOGIES LIMITED Full Year Result FY26 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 year ended 30 June 2026 Please click this link https://energytechnologies.com.au/link/PlVNve to view the investor presentation on our websites and to ask any questions specific to this release. Unaudited results. All figures in AUD unless otherwise stated. EGY PRODUCTS BESPOKE TARGETED LEADING FY26 OVERVIEW FY26 at a glance A transition and expansionary year — repositioning the Group toward shareholder value. $3.9m Revenue FY25: $8.1m $(12.4)m NPAT FY25: $(11.0)m $4.1m Administrative expenses FY25: $4.5m ▼ 8.9% Complete Bambach restructure Order book rebuild in FY27 KEY MESSAGES • FY26 was a deliberate transition year — Bambach moved from a legacy, low-margin revenue base toward a high-margin contract driven business while Cogenic’s investment provides a proprietary technology platform focused on high margin, high contract value markets. • Bambach revenue reduced as the Group exited and repriced lower-quality volume during the restructure; the revenue profile is now materially different in composition and margin quality. • NPAT loss widened modestly to $(12.4)m, reflecting on a reduced working capital availability, restructuring costs and increased funding costs — not trading deterioration. • Administrative discipline delivered — overheads reduced net $0.4m year-on-year despite an expanded cost division with the addition of Cogenic’s technology program. • Bambach restructure is finished; FY27 focus is rebuilding the order book to prior levels under new financial metrics. Unaudited results. Energy Technologies Limited | ASX: EGY | 2 Underlying (AUDm) FY25 FY26 Revenue 8.1 3.9 Operating Expenses -9.6 -6.2 Gross Loss -1.5 -2.3 Expenses -4.8 -4.2 EBITDA (Underlying) -6.3 -6.5 FINANCIAL RESULT FY26 vs FY25 financial summary Full year ended 30 June 2026 — unaudited management accounts. A$m FY26 FY25 Change % Revenue 3.9 8.1 (4.2) (51.1%) Administrative expenses (4.1) (4.5) 0.4 (8.9%) ▼ Net profit / (loss) after tax (12.4) (11.0) (1.4) (12.7%) Unaudited results. Figures are unaudited management accounts for the full year ended 30 June 2026 and remain subject to completion of the external audit. Percentages calculated on unrounded figures. All amounts in A$ millions. Loss per share is disclosed in the Appendix. Highlights • Acquisition of the Maradin Laser Optical Engineering IP Portfolio by Cogenic Limited • First Master License Agreement with Amalgamated Vision in North America • Placement for ~AUD2.5m completed • Completion of the restructure of the Bambach operations Revenue — $3.9m (FY25: $8.1m) A function of a changed offering and revenue profile, not lost market position. The Group withdrew from legacy low-margin contract volume within Bambach, re-based pricing to reflect copper volatility and the cost- to-serve. NPAT — $(12.4)m (FY25: $(11.0)m) The $1.4m increase principally reflects the higher financing cost ($1.4m) Administrative expenses — $4.1m (FY25: $4.5m) Down $0.4m / 8.9% through re-positioning the Bambach business — delivered while launching Cogenic’s technology development program. Bambach Wires & Cables Restructuring concluded in FY26. Lower fixed-cost base, revised commercial terms and clear return hurdles; the business now pivots to order book rebuild. Unaudited results. Energy Technologies Limited | ASX: EGY | 3 COGENIC One platform. Four capabilities. Consolidating multiple capabilities traditionally delivered through separate devices into a single lightweight wearable platform. 01 Two-way communications Voice and team comms integrated into the wearable — no separate handset or headset stack. 02 Body-worn video Capture and record from the operator's true line of sight, hands free. 03 Heads-up visual information Critical information presented in the field of view — eyes-up and situationally aware. 04 Electronic data delivery Tasking, mapping, identification and reference data pushed to the operator in real time. TRADITIONALLY — FOUR DEVICES • Radio + microphone + earpiece • Body-worn camera • Handheld tablet / MDT • Separate data terminal 4+ devices · 4 batteries · 4 failure points · hands occupied WITH COGENIC — ONE PLATFORM A single lightweight wearable platform delivering comms, body- worn video, heads-up information and data. One device · one battery · eyes-up · hands free Illustrative concept. Unaudited results. Energy Technologies Limited | ASX: EGY | 4 AI POV IMAGE — FULL BLEED 05_pov_hero.png THROUGH THE LENS The operator's field of vision ● REC — body-worn video active TEAM NET — two-way comms, channel & talkgroup NAV / TASK — route, waypoint, incident address DATA — record lookup, hazard advisory, asset ID STATUS — battery, signal, time on task Eyes on the scene. Hands on the job. Information where it is needed — in the line of sight. Illustrative concept visualisation. Does not depict any specific agency, product configuration or customer. 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 06a_defence.png Defence & dismounted operations Eyes-up situational awareness, silent data delivery, recorded activity. AI IMAGE 06b_uniformed.png Government uniformed services Border, customs, corrections and transport enforcement — field lookup and auditable capture. AI IMAGE 06c_police.png Police & law enforcement Real-time tasking, BWV from true line of sight, fewer handheld devices. AI IMAGE 06d_fire.png Fire & rescue Navigation and hazard data in low-visibility environments. AI IMAGE 06e_ems.png Ambulance & EMS Hands-free patient care, clinical reference and live scene shared. AI IMAGE 06f_industry.png Critical infrastructure field ops Remote expert assist, procedural guidance, inspection capture. Illustrative concept imagery. Unaudited results. Energy Technologies Limited | ASX: EGY | 6 IN THE FIELD Four points of view The same platform, the same hands-free interface — across different operating environments. AI POV IMAGE 07a_pov_street.png Dusk street incident Tasking arrives without reaching for a device. AI POV IMAGE 07b_pov_smoke.png Smoke-filled interior Orientation and exit routing, eyes forward. AI POV IMAGE 07c_pov_border.png Roadside / border inspection Verification at the point of contact. AI POV IMAGE 07d_pov_patient.png Patient at scene Both hands stay with the patient. One platform. Four capabilities. Every environment. Illustrative concept imagery. Unaudited results. Energy Technologies Limited | ASX: EGY | 7 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 Volume manufacture executed through established external partners on mass-production lines. Capacity elasticity without balance-sheet-heavy capital investment, a shorter path from order to delivery, and the ability to scale output with demand rather than ahead of it. Proprietary technology retained Cogenic's proprietary technology includes custom- manufactured MEMS chips — an important component of the Company's differentiated wearable solution and a core element of the platform's defensibility. Operating leverage A lean internal footprint focused on design, integration, firmware, qualification and customer engineering, with unit economics that improve as volume builds. Design & IP (in-house) Custom MEMS External mass manufacture Integration & QA Deployment & support AI IMAGE — clean room / SMT line 08_manufacturing.png Unaudited results. Energy Technologies Limited | ASX: EGY | 8 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 Defence — dismounted / frontline ~27.0m 15% 4.05m $4,000 $16.2bn Police & law enforcement ~12.0m 25% 3.00m $3,500 $10.5bn Fire & rescue (career) ~5.0m 30% 1.50m $3,500 $5.3bn Ambulance / EMS ~5.0m 30% 1.50m $3,000 $4.5bn Border, customs & corrections ~3.5m 25% 0.88m $3,500 $3.1bn Industrial & critical infrastructure ~20.0m 5% 1.00m $2,500 $2.5bn Total addressable market ~72.5m — ~11.9m — ~$42.1bn NARROWING THE FUNNEL TAM Global, all segments ~US$42bn SAM Allied markets — ANZ, Five Eyes, NATO, selected Indo- Pacific & Gulf ~US$14bn SOM 5-year served opportunity at 0.5%–1.5% of SAM US$70m–210m Recurring layer: software, data services and support at an indicative US$600 per device per annum implies a ~US$7.1bn annual recurring opportunity at full penetration. Illustrative management estimates prepared for market-sizing purposes only. Personnel bases are approximations drawn from publicly available international sources. Penetration rates and pricing are assumptions, not forecasts, and are not a projection of Cogenic or EGY revenue. Actual outcomes may differ materially. Illustrative estimates — not a forecast. Unaudited results. Energy Technologies Limited | ASX: EGY | 9 MARKET OPPORTUNITY Addressable market by region Total addressable market of ~US\$42bn across ~72.5m personnel in target segments worldwide. TAM BY REGION (US$bn) Asia-Pacific $14.3bn North America $11.0bn Europe $8.4bn Middle East & Africa $5.0bn Latin America $3.3bn Region Personnel Share TAM (US$bn) Asia-Pacific ~26.0m 34% $14.4bn North America ~8.5m 26% $11.0bn Europe ~13.0m 20% $8.4bn Middle East & Africa ~15.0m 12% $5.0bn Latin America ~10.0m 8% $3.3bn Total ~72.5m 100% ~$42.1bn ALLIED MARKETS — THE BEACHHEAD MARKET ~265,000 addressable personnel across defence, police, fire, ambulance and uniformed government — a ~US\$0.9bn hardware opportunity and a reference base into allied markets. Illustrative management estimates only. Not a forecast or guidance. Refer to the Important Notice & Disclaimer. Illustrative estimates — not a forecast. Unaudited results. Energy Technologies Limited | ASX: EGY | 10 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. AI IMAGE — copper macro 11_copper.png Long qualification cycles, high specification requirements and durable, repeatable demand from government and infrastructure customers. Then Now Broad, low-margin contract book Selective, margin-qualified order book Fixed cost base carried through cycle Right-sized cost base and footprint Copper input volatility absorbed Pricing mechanisms passing through input cost Volume-led KPIs Return-led financial metrics FY27 FOCUS — ORDER BOOK REBUILD • Rebuild volumes toward previous levels — only on work clearing the new financial hurdles. • Deepen state government panel positions and long-cycle infrastructure supply agreements. • Protect margin integrity through disciplined tendering and copper pass-through. • Convert the qualified pipeline with existing ERP and infrastructure customers. • Provide a working capital for deliverable manufacturing cycle. Results to flow through in 3QFY27 Restructure initiated Cost base reset Commercial terms reset Restructure COMPLETE Order book rebuild (FY27) AI IMAGE — cable drums 11b_cable_drums.png Unaudited results. Energy Technologies Limited | ASX: EGY | 11 STRATEGY Outlook — stabilise, commercialise, scale Horizon 1 — Stabilise Restructure complete · overheads down $0.4m · disciplined corporate cost base · return-led metrics at Bambach. Horizon 2 — Commercialise Cogenic trials, evaluations and reference deployments across defence, uniformed services and first responders. Horizon 3 — Scale External mass manufacture at volume · recurring software and data layer · allied-market expansion. FY27 PRIORITIES • Advance Cogenic from product development contract and customer trials and reference deployments to commercial delivery contracts for finished product. • Finalise custom MEMS supply and qualification for volume manufacture. • Rebuild the Bambach order book to prior levels under the new financial metrics. • Maintain administrative cost discipline — continue to reduce costs as the technology program scales. • Continue disciplined funding and capital management to support commercialisation, extinguish debt and fund Bambach working capital. To engage directly with the Energy Technologies leadership team, please sign up to our website at the following link https://energytechnologies.com.au/auth/signup where you can ask questions on our announcements and be the first to know our latest company updates AI IMAGE PLACEHOLDER 12_outlook.png Unaudited results. Contains forward-looking statements — refer disclaimer. Energy Technologies Limited | ASX: EGY | 12 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 issued by Energy Technologies Limited (ASX: EGY) for information purposes only. It is not a prospectus, disclosure document, product disclosure statement or offer of securities, and is not financial product advice. It does not take into account the objectives, financial situation or needs of any person. Recipients should obtain independent advice and read this presentation together with EGY's periodic and continuous disclosure announcements lodged with the ASX. Market sizing. All addressable market figures are illustrative management estimates prepared using publicly available personnel data and assumed penetration and pricing inputs. They are not forecasts, projections or guidance of EGY or Cogenic revenue and should not be relied upon as such. Forward-looking statements. Statements regarding commercialisation, manufacturing, order book recovery, target markets and future performance are forward-looking and subject to risks and uncertainties, many outside the Company's control. Actual results may differ materially. Except as required by law, EGY undertakes no obligation to update forward-looking statements. Imagery. Photographic imagery in this presentation is AI-generated, conceptual and illustrative only. It does not depict actual products, deployments, personnel, agencies or customers. Currency. All figures in Australian dollars unless otherwise stated. Market sizing in United States dollars. Unaudited results. Energy Technologies Limited | ASX: EGY | 13