XRF Scientific (XRF) Investor presentation summary

Technology and product portfolio

• Offers sample preparation and analysis technologies for mining, manufacturing, research, and education, covering minerals, metals, glass, ceramics, and cement.

• Analytical instruments include thermogravimetric analyzers, carbon/sulphur analyzers, and CS/ONH elemental analysis for quality control in various industries.

• Orbis laboratory crushers provide rapid sample size reduction and automated splitting, enhancing safety and efficiency in mineral labs.

• Lab products include platinum labware, X-ray flux, fusion machines, and recycling services for platinum products.

• Over 20 new products released in 13 years, with 6+ machines under development and a strategy for next-generation upgrades and new ranges.

Recent acquisition and expansion

• Acquired Bruker AXS SE's Combustion Gas Analysis business, adding four analytical instruments for CS/OHN analysis.

• CGA business generated unaudited revenue of USD $5.3m in 2025, with global sales and strong presence in Europe, North America, and Asia.

• Production is being transferred from Germany to Perth, with revenue from CGA products expected to start in Q4 2026.

• Acquisition expands into non-mining sectors and creates cross-selling opportunities with existing products.

• Upfront cash consideration of USD $4m, with up to $1m earnout over three years.

Financial performance and growth

• March 2026 quarter revenue rose 13.8% year-on-year to $15.8m, with profit before tax up 10.7% to $3.7m.

• Year-to-date capital equipment revenue reached $47.0m, up 10.6%, and profit before tax was $11.2m, up 8.5%.

• Orbis crushers saw $2.5m in sales for Q3 2026, driven by gold sector demand.

• xrTGA revenue continues to grow with increasing order book and repeat sales.

• Platinum prices declined from January 2026 peak, positively impacting demand for new products.