Zeotech (ZEO) H2 2026 earnings summary

Executive summary

• Transitioned from technical development to project execution, focusing on Toondoon Kaolin Project and AusPozz™ metakaolin commercialisation.

• Secured a binding offtake agreement with MSI for up to A$200 million in kaolin DSO sales over five years.

• Advanced mining readiness, regulatory approvals, and infrastructure for Toondoon, including a large-scale test-pit and 105-hole drilling campaign.

• Progressed AusPozz™ to commercial-scale trials and expanded industry partnerships.

• Methane emissions control technology achieved 92% reduction in field trials.

Financial highlights

• Operating loss after tax for FY2026 was $8,146,635, up from $4,407,157 in FY2025.

• Revenue for the year was $1,371,150, primarily from R&D refunds and other income.

• Cash assets at 30 June 2026 totaled $8,498,081, up from $2,349,028 at prior year-end.

• Share-based payments expense increased to $1,782,620 (FY2025: $498,269).

• $13 million raised via placement to fund project development and resource drilling.

Outlook and guidance

• Focus on completing Toondoon approvals, infrastructure, and progressing to commercial DSO shipments.

• Advance AusPozz™ customer qualification, commercialisation, and assess live methane field trial results.

• Continue to evaluate strategic partnerships and funding to accelerate development.