Hazer Group (HZR) AGM 2025 Presentation summary

Financial and operational highlights

• FY25 revenue reached A$8.5m, up 124% year-over-year, with maiden engineering services revenue from FortisBC.

• Operating costs decreased by 17% due to lower CDP and corporate expenses.

• Funding position at A$19.7m, supported by a capital raise and government grants.

• Market capitalization stands at A$130m, with over A$130m invested to date.

• 70+ IP patents and a global project pipeline with 45+ leads and ~1.2 Mtpa hydrogen capacity.

Technology and market positioning

• Proprietary methane pyrolysis technology produces clean hydrogen and high-purity graphite with low emissions.

• Technology is scalable, ready for integration into hard-to-abate industries, and eliminates hydrogen transport risks.

• Achieves cost parity with traditional SMR hydrogen production, but with negligible emissions and no need for carbon capture.

• Rapid technology development, advancing from lab to commercial demonstration and large-scale deployment.

Strategic partnerships and commercialisation

• Exclusive global alliance with KBR to accelerate licensing and deployment of methane pyrolysis technology.

• KBR brings a global presence, strong ammonia market share, and proven technology commercialisation track record.

• Strategic partnership with Mitsui for graphite product development and market access.