XRF Scientific (XRF) AGM 2025 Presentation summary

Technology and product overview

• Offers sample preparation and analytical instruments for mining, manufacturing, and research, covering minerals like iron ore, gold, nickel, and materials such as cement and steel.

• Product range includes laboratory jaw crushers, smart splitting systems, weighing stations, platinum labware, X-ray flux, fusion machines, and recycling services.

• Analytical instruments include thermogravimetric analyzers, pH and EC robots, and carbon sulphur analyzers for diverse applications in mining, construction, food, and agriculture.

• Integrated workflow for sample preparation, elemental analysis, and quality control using XRF, ICP, fire assay, and photon assay techniques.

Financial and operational highlights FY25

• Achieved record profit and strong demand from mining and industrial sectors, with international sales growth in developing markets.

• Revenue decreased 1% to $59.5m, but NPAT rose 17% to $10.4m; positive operating cash flow of $10.1m and fully franked dividend of 4.5 cents per share.

• Record quarterly profit before tax of $4.3m in June Q4, driven by consumable and Orbis crusher sales, and international growth.

• Acquired remaining 50% of Orbis Mining and 100% of Labfit, expanding product and service capabilities.

Segment performance

• Consumables revenue up 2% to $19.3m, NPBT up 26% to $7.2m, with robust mining sector demand and record product volumes.

• Precious metals revenue flat at $21.5m, NPBT down 1% to $3.5m, with recurring orders and increased recycling activity.

• Capital equipment revenue up 4% to $22.6m, NPBT down 11% to $4.1m; Orbis revenue up 20% to $7m, NPBT up 39% to $2.4m.