LGI (LGI) investor relations material

Executive summary and company overview

• Market leader in landfill biogas recovery, converting it into renewable electricity and environmental products, with a strong track record in carbon abatement and revenue growth.

• Vertically integrated operations across 34 sites, generating diversified revenue from site management, greenhouse gas abatement, and renewable energy sales.

• Positioned to benefit from energy transition trends, increasing emissions regulation, and demand for sustainable energy.

• Demonstrated consistent growth in biogas flows, renewable electricity generation, contracted sites, and financial performance.

• Focused on innovation, technical ingenuity, and scalable business model to drive further expansion.

Growth opportunity and project pipeline

• Strong pipeline of high conviction projects in execution and development, targeting accelerated growth in MW capacity.

• Near-term goal to reach 56 MW operating capacity, with a medium-term path to 80+ MW through identified projects.

• Projects include expansions at Mugga Lane, Belrose, and Nowra, with significant battery and power station builds.

• Additional projects in development focus on extending power stations, building battery capacity, and securing exclusive landfill gas rights.

• FY26 priorities include delivering key projects, expanding gas collection, and pursuing new landfill gas and battery opportunities.

Capital raise and financial impact

• Fully underwritten institutional placement to raise approximately $51.2 million at $3.85 per share, with a nil discount to last close.

• Share purchase plan (SPP) for eligible shareholders to raise up to $5 million, also at $3.85 per share.

• Proceeds will accelerate project delivery, fund new developments, and strengthen the balance sheet.

• Pro forma net leverage ratio to decrease from 1.6x to 1.2x, and undrawn bank capacity to increase to ~$48 million.

• Net assets expected to rise from $57.8 million to $107.2 million post-raise.