XRF Scientific (XRF) Investor presentation summary

Technology and product portfolio

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

• Product range includes laboratory crushers, jaw crushers, smart splitting systems, platinum labware, fusion machines, and recycling services.

• Analytical instruments include thermogravimetric analyzers, carbon sulphur analyzers, and pH/conductivity robots for diverse applications in mining, construction, food, and environmental sectors.

• Products support XRF, ICP, fire assay, and photon assay techniques for elemental and thermal analysis.

Financial performance and highlights

• Revenue for 1H26 increased 9% to $31.3m, NPBT up 8% to $7.5m, and NPAT up 5% to $5.3m compared to 1H25.

• Operating cash inflow rose 44% to $6.4m, with gross margins improving to 48.00%.

• Net cash position at $11.0m, with total assets of $70.1m and total equity of $61.4m.

• $5.0m paid out for FY25 dividend, with cash at end of period at $12.1m.

Segment performance

• Consumables revenue down 12% to $8.4m, NPBT down 17% to $3.0m, but strong demand from mining and robust incoming orders in 2H26.

• Precious metals revenue up 22% to $12.6m, NPBT up 49% to $2.5m, with margin expansion driven by high platinum prices and strong recycling sales.

• Capital equipment revenue up 20% to $12.1m, NPBT up 24% to $2.2m, with strong Orbis sales and new product releases.