SciDevL (SDV) investor relations material

Strategic review and lessons learned

• Completed a comprehensive strategic review, identifying weaknesses in capital allocation, forecasting, and expansion strategy, leading to a disciplined refocus on core markets and improved internal processes.

• Exited loss-making overseas water operations and reduced corporate costs to streamline the business.

• Standardized business case templates, implemented defined hurdle rates, and improved risk-weighted forecasting to enhance decision-making and execution discipline.

• Stakeholders and external feedback support strategic simplification, focus on core strengths, and demand for more data analytics and solutions for water scarcity, especially in mining and data centers.

• Growth will target markets with clear competitive advantages, such as mining, high-value chemistry, and complex water treatment.

Market opportunities and business focus

• Identified over AUD 4 billion in annual addressable markets in Australia across mining, utilities, infrastructure, and emerging data centers, with global potential of $30–45 billion annually.

• Water solutions market expected to grow from AUD 2.2 billion to over AUD 6 billion by 2040, driven by regulatory changes and rising demand in data centers.

• Building an integrated water solutions platform combining engineering, chemistry, data, and AI-driven optimization, leveraging established customer relationships for cross-selling.

• Data center market entry planned for FY 2027, with initial revenues expected and a focus on water recycling and reuse solutions.

• PFAS treatment remains a core differentiator, representing 32% of engineering solutions, and modular reuse platforms are positioned for growth.

Business segment strategies

• Mining: Large blue-chip client base, cross-selling potential, and JV with Nuoer Group for global scale.

• Utilities & Infrastructure: Leading in PFAS treatment and modular BOO assets for recurring and project-based revenue.

• Data Centres: 10 years of EU experience, launching modular HydraCool platform in Australia.

• Energy: CatChek chemistry validated in 3,000+ wells, with only 2% US market share, offering significant growth runway.

• Water Solutions revenue led by mining (72%), with data & optimisation as a high-margin growth area.