Beetaloo Energy Australia (BTL) investor relations material

Executive summary

• Advanced Carpentaria Pilot Project (CPP) from planning to construction, with gas plant installation well underway and commissioning targeted for Q4 2026.

• Completed refurbishment and transport of Carpentaria Gas Plant; flowline clearing and mechanical installation progressed.

• C-5H well achieved strong flow test results, supporting resource quality and future production planning.

• Strengthened financial position via $66.3M placement, $5M share purchase plan, and $15.4M R&D tax incentive refund.

• Launched Beetaloo Digital subsidiary for integrated power and data centre development, expanding long-term growth opportunities.

Financial highlights

• Net loss after tax for H1 2026 was $8.3M, an improvement from $9.1M loss in H1 2025.

• Cash and cash equivalents at 30 June 2026 were $63.1M, up from $17.8M at year-end 2025.

• Total available liquidity at period end was $124.9M, including $61.6M undrawn Macquarie facilities.

• Equity raised: $66.3M institutional placement and $5M share purchase plan at $0.28/share.

• Capitalised exploration and evaluation assets increased to $148.2M from $144.8M at year-end 2025.

Outlook and guidance

• First pilot gas sales from CPP targeted for Q4 2026.

• Continued focus on safe, on-schedule completion of Carpentaria Gas Plant and advancing broader Beetaloo Basin appraisal.

• Ongoing investment in local supply chain and evaluation of long-term commercialisation opportunities.