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Hazer Group (HZR) investor relations material
Hazer Group Q2 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Accelerated commercialisation with global partnerships, notably KBR, advancing scale-up and licensing of methane pyrolysis technology for clean hydrogen and graphite production, with the first revenue-generating project in the UK.
Strategic alliances with KBR, M Resources, and POSCO to advance clean hydrogen and graphite applications in steelmaking and industrial sectors, including Whyalla and POSCO collaborations.
Graphite monetisation strategy advanced, targeting large industrial markets and validated by testing with major partners.
Strong government engagement and policy support for methane pyrolysis and clean hydrogen pathways, with regulatory recognition increasing.
Financial highlights
Cash and cash equivalents at 31 December 2025 totaled A$17.2 million, bolstered by a A$4.6 million R&D rebate and A$1.1 million capital raise.
Net operating cash inflow of A$2.2 million for the quarter, with cash burn reduced by 30% quarter-on-quarter and 40% year-on-year.
Active global sales pipeline with 51 leads, including 5 new leads added during the quarter.
Additional grant funds and revenues from Canada and the UK expected to increase as projects mature.
Outlook and guidance
Positioned for a pivotal year in 2026, with a robust funding position and expanding commercial pipeline.
Focused on converting pipeline opportunities into licenses and advancing projects to FID-ready status, targeting multiple license agreements in the next five years.
Monetisation of graphite expected to provide a second earnings stream, with near-term updates anticipated on partnerships and project milestones.
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