Hazer Group
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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.
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Q2 2026 TU earnings summary28 Jan, 2026

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.

EnergyPathways UK project revenue impact
Graphite market strategy for large-scale uptake
Sustain cash runway post R&D refund
KBR alliance: What specific growth tools are provided?
What makes Hazer tech a perfect fit for steelmaking?
Hazer graphite: What is the monetization strategy?
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Frequently asked questions

Hazer Group Limited is a technology development company focused on commercializing a low-emission hydrogen and graphite production process. The company’s core technology, known as the Hazer Process, involves converting natural gas and similar feedstocks into hydrogen and synthetic graphite using an iron ore catalyst. This process is designed to serve applications across the energy, industrial, and materials sectors. Hazer Group Limited is engaged in research, pilot projects, and the development of commercial-scale facilities to demonstrate and deploy its technology. The company is headquartered in Perth, Australia, and its shares are listed on the ASX.

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