Hazer Group Presents Q4 FY26 Commercial Strategy in Investor Webinar Highlighting Climate-Tech Hydrogen and Graphite Production

Hazer’s Dual-Output Technology Platform Meets Growing Global Energy Transition Needs

Hazer Group is a climate-technology innovator commercialising a proprietary advanced process that generates two valuable product streams simultaneously. The Hazer Process, the company’s core intellectual property, converts natural gas or biogas feedstock combined with an iron-ore catalyst into clean hydrogen and premium-grade graphite. This dual-output approach creates diversified revenue streams and value across the hydrogen fuel and graphite markets, both experiencing strong growth amid accelerating global decarbonisation efforts.

The technology’s flexibility to utilize natural gas or biogas feedstock enables integration with existing energy infrastructure or waste biogas sources. Iron-ore’s role as a catalyst aligns the process with accessible supply chains and offers synergy with mining and resource industries. Hazer’s focus on producing economically competitive clean hydrogen alongside high-value graphite supports a business model targeting both environmental impact and commercial viability, key to attracting institutional investors and strategic partners in climate-tech.

Strategic Focus on Global Partnerships and Market Commercialisation

Hazer Group’s latest update highlights commercialisation progress through global partnership development, reflecting a strategic shift toward scaling production and entering international markets. The Q4 FY26 investor webinar served as the main platform to communicate milestones, operational progress, and strategic initiatives, enhancing transparency for investors and institutional stakeholders.

Hosting a dedicated investor webinar demonstrates management’s commitment to active investor engagement and timely communication of material developments. Emphasizing global partnerships recognizes that scaling technology commercialisation requires external capital, operational expertise, and market access, often achieved via joint ventures, licensing, or strategic investments with established industrial and energy companies. This approach aligns with common commercialisation pathways for emerging climate-tech firms seeking accelerated market entry while mitigating capital and operational risks.

Comprehensive Multi-Channel Investor Communication Strategy

Hazer Group maintains an extensive investor communication framework beyond ASX continuous disclosure requirements. The company actively engages across digital platforms including X (Twitter) @hazergroupltd, LinkedIn, Facebook, and YouTube, acknowledging that modern investors access information through diverse channels. Its news alert subscription service on www.hazergroup.com.au provides real-time notifications of company developments, ensuring equitable access to material updates.

While ASX remains the primary channel for market-sensitive announcements, supplementary social media communication expands reach to retail investors, technology sector followers, and international stakeholders interested in climate-tech innovation. This digital-first approach supports brand recognition within the climate-technology investment community and fosters ongoing dialogue with current and prospective shareholders.

Hydrogen Market Trends and Economics of Clean Energy Production

The hydrogen sector is undergoing transformation driven by global decarbonisation commitments, renewable integration goals, and regulatory frameworks favoring low-carbon fuels. Hazer’s focus on producing clean, cost-competitive hydrogen addresses the sector’s key challenge: achieving price parity with conventional methods while delivering environmental benefits. Utilizing natural gas or biogas feedstock alongside simultaneous high-value graphite production helps overcome economic barriers by generating multiple revenue streams.

International hydrogen markets are expanding rapidly through government strategies, industrial decarbonisation mandates, and infrastructure investments in countries including Australia, Germany, Japan, and South Korea. Hazer’s positioning offers exposure to these growth trends, though commercial success depends on scaling cost-effective production and securing reliable offtake agreements. The dual-product economics of the Hazer Process may provide advantages over single-output hydrogen producers by enhancing project economics and capital efficiency.

Graphite Production and Advanced Materials Market Potential

In addition to hydrogen, Hazer’s technology produces Hazer Graphite, a premium-grade graphite co-generated through the same process. The graphite market is growing due to rising demand from lithium-ion battery manufacturers, electric vehicle supply chains, and energy storage sectors. High-quality graphite is essential for battery technologies, with supply constraints and pricing dynamics differing from traditional mineral commodities. Integrating graphite production with hydrogen generation enables Hazer to capture value across two high-growth markets simultaneously.

Designation of Hazer Graphite as "high-quality" indicates suitability for premium applications such as battery-grade materials, potentially commanding differentiated pricing and higher margins. This co-production model lowers capital intensity per output unit compared to single-product facilities, improving returns and payback periods. The dual-stream economics appeal to strategic and financial investors seeking exposure to hydrogen decarbonisation and battery material supply chains, positioning Hazer within multiple key energy transition investment themes.

Operational Base and Australian Technology Development Context

Hazer Group Limited is headquartered at Level 9, 99 St Georges Terrace, Perth, Western Australia, situating it within Australia’s resource technology and mining services hub. This location provides access to technical expertise, supply chains, and capital markets historically supporting mining technology commercialisation. As an Australian-listed climate-tech company addressing global decarbonisation, Hazer leverages domestic innovation capabilities and international capital markets for worldwide commercialisation.

Registered under ACN 144 044 600 and listed on the ASX, Hazer operates under Australian Securities Exchange and Australian Securities and Investments Commission regulations, ensuring governance and disclosure standards that foster investor confidence. Australia’s status as a major natural gas producer and iron-ore exporter offers cost advantages for Hazer’s process inputs compared to higher-cost jurisdictions. The Perth base also provides proximity to key Asian energy and manufacturing markets critical for hydrogen and graphite product commercialisation targeting regional demand.

Forward-Looking Statements and Associated Risks

Hazer Group acknowledges that forward-looking statements about future events, technology commercialisation timelines, and market opportunities involve material risks, uncertainties, and assumptions that may cause actual outcomes to differ significantly. These statements are based on current expectations but are not guarantees of future performance. Such risk disclosures are standard for early-stage technology companies facing uncertainties in regulatory approvals, market adoption, partner commitments, and capital availability.

Investors should approach forward-looking statements cautiously, understanding that hydrogen technology commercialisation entails execution risks across regulatory permitting, capital raising, production scaling, market development, and partner performance. Hazer does not commit to updating forward-looking statements unless required by law. This approach balances legal protection with transparency but does not eliminate inherent uncertainties. Prospective investors should independently evaluate the viability and timing of Hazer’s commercialisation and partnership strategies before investing.

Capital Needs and Funding Outlook for Commercialisation

Advancing technology commercialisation at Hazer’s stage requires significant capital to move from pilot and demonstration phases to full-scale production and operational ramp-up. The company’s focus on global partnerships reflects recognition that capital intensity and complexity favor collaborative models distributing financial and operational responsibilities. International energy firms, industrial conglomerates, and infrastructure investors increasingly support climate-tech ventures through joint ventures and strategic investments, accelerating market entry.

Hazer’s capital requirements likely include funding for pilot plant operations, design engineering for full-scale facilities, construction of production assets, initial working capital, and market development. The company’s ability to access capital markets, secure strategic partners, and obtain project financing will strongly impact commercialisation timelines and competitiveness. Investors should monitor announcements on capital raises, partnership deals, and offtake agreements that reduce execution risk and validate market demand assumptions.

Regulatory, Market, and Technology-Specific Risk Factors

Hazer operates within multiple regulatory frameworks covering hydrogen production standards, graphite commodity trading, environmental compliance, and energy sector governance across jurisdictions due to its global partnership focus. Regulatory risks include permitting, safety certifications, environmental assessments, and integration with existing energy infrastructure. Hydrogen production involves compressed gas handling and transportation standards that vary by region and may require facility-level certifications before operations.

Market adoption risks include competition from established hydrogen and graphite producers and alternative clean energy technologies that could limit offtake or compress pricing. Cost competitiveness depends on natural gas and iron-ore feedstock prices and hydrogen market dynamics. Technology risks include scaling challenges from demonstration to commercial volumes, catalyst durability, and product quality consistency. These risks are typical for emerging climate-tech firms but are material considerations for investors assessing execution likelihood and long-term value creation.