Enviro-Hub (L23) investor relations material

Executive summary

• 1H 2026 revenue was $18.490m, down 6% YoY; net loss widened to $12.223m from $0.444m, largely due to one-off fire-related charges.

• Excluding approximately $10.5m of fire-related losses, the period loss would have been approximately $1.7m.

Financial highlights

• Gross profit fell 13% to $3.717m from $4.251m; cost of sales was $14.773m versus $15.410m.

• Other operating expenses rose to $11.274m from $0.343m, mainly from fire-related impairment, write-offs and demolition provision.

• Loss from continuing operations was $12.218m versus $0.450m; discontinued operations recorded a $0.005m loss versus $0.006m profit.

• Basic loss per share was 0.79 cents versus 0.03 cents; diluted loss per share was 0.83 cents versus 0.06 cents.

Outlook and guidance

• Priorities include restoring and stabilising e-waste recycling operations, expediting insurance claims, assessing site redevelopment, and preserving liquidity and controlling costs.

• E-waste recycling is expected to remain resilient over the next 12 months, supported by rising e-waste volumes and environmental and regulatory initiatives.

• The industrial property market is expected to remain stable over the next 12 months; JTC-reported rents rose 0.5% QoQ in Q2 2026.