European Green Transition Plc · LSE:EGT
European Green Transition — Investor Presentation (October 2026)
15 slides from European Green Transition's investor presentation, October 2026
Slide 1: Building a Critical Infrastructure & Renewable Services Platform
Building a Critical Infrastructure & Renewable Services Platform (AIM:EGT) October 2026
Slide 2: Disclaimer
Disclaimer Disclaimer The contents of this presentation and the information which you are given at the time of the presentation have not been approved by an authorised person within the meaning of the Financial Services and Markets Act 2000 (the “Act”) or by any regulatory authority or securities ma
Slide 3: The EGT Team
The EGT Team The EGT Team Cathal Friel David Broadbank Jack Kelly Co-Founder & Managing Director, Chief Financial Officer Executive Chair Wind Services 3
Slide 4: Building a Fast Growing Critical Infrastructure Company
Building A Fast Growing Critical Infrastructure Company A IM: EG T F I N A N CI A L S 1 Critical Infrastructure 2 Recurring Revenue Model Non-discretionary service focused businesses supporting energy, renewables Long-term contracted revenue streams delivering predictable, repeatable cash flows £7.5
Slide 5: EGT's Wind Services Acquisition
EGT’s Wind Services Acquisition 1 Transformational Acquisition – Q1 2026 Acquired Wind Services business for £3.5m in February 2026 at attractive multiple 2 Strong H1 Revenue Performance Group revenue of £6.8m in four months since completion - £8.6m for 6-month period* 3 Balance Sheet Strength £7.5m
Slide 6: EGT's Wind Services Business
EGT’s Wind Services Business 1 900+ TURBINES UNDER SERVICE 2 Multi-brand OFFERING: ENDURANCE, VESTAS, WTN, NPS 3 O&M PROVIDING SERVICING, MAJOR 4 80 OPERATIONAL TEAM COMPONENT & REPOWERING 5 5 LOCATIONS SPREAD ACROSS 6 24/7 MONITORING, ANALYTICS & UK & IRE REPORTING
Slide 7: Key Operational Milestones & Near-Term Growth Drivers
Key Operational Milestones & Near-Term Growth Drivers Drax Contract Renewal Repowering 94 Five-year O&M renewal with Drax Group plc across GB and Northern Ireland, giving revenue £126m c.280 qualified prospects across the existing client base. The repowering order book and pipeline are turbines visi
Slide 8: Repowering
Repowering A key growth driver with strong demand across the UK market What is Repowering? Upgrading ageing turbine components to extend asset life by 15–20 years and materially lift energy output. Why Repowering Creates Value? • Higher output, stronger returns per asset • Reuses existing sites and
Slide 9: Earthmill Repowering case study: Midlands Farm
Earthmill Repowering case study: Midlands Farm Repowering doubled annual generation After severe storm damage caused catastrophic failure of a Vergnet 250kW turbine, a Midlands farmer needed a fast, financially viable return to generation. Earthmill delivered a full repowering solution with a refurb
Slide 10: Repowering – A £126m Pipeline Opportunity
Repowering – A £126m Pipeline Opportunity Robust orderbook and pipeline across our existing client base ~280 Qualified prospects across existing client base Why Now: Market Drivers 1) Positive UK Government 69 Heads of terms signed Policy Change 2) Geopolitical Volatility & 33 Energy Security Planni
Slide 11: Anemos Analytics
ANEMOS Analytics 79% interest in an Advanced Condition Monitoring & Predictive Software Platform 24/7 REAL-TIME CONDITION MONITORING 136 TURBINES UNDER CONTRACT AS AT 30 SEPTEMBER 2026 Asset Life Extension LARGE ADDRESSABLE MARKET OF POST-OEM Identify Plan Reduce Protect WARRANTY TURBINES developing
Slide 12: EGT's medium-term target of £50 million revenue and double-digit EBITDA margin
EGT's medium-term target of £50 million revenue and double-digit EBITDA margin Strategic Growth £50m Drivers: 1) Organic Growth & Service Expansion £37.5m 2) Repowering Growth Opportunity £25.5m 3) Strategic M&A / Efficient Capital £17-18m £18.0m Allocation £14.7m 4) Margin Expansion 2025 Revenue 20
Slide 13: EGT's Investment Case & Outlook
EGT’s Investment Case & Outlook 69 Repowering 900+ onshore £17–18m Wind Services revenue outlook for the Heads of Terms wind turbines twelve months ending 31 December 2026 signed; converting a £126m pipeline into multi-year contracted work under contract across the UK & Ireland New market Discipline
Slide 14: Questions
Questions Questions
Slide 15: AIM: EGT
AIM: EGT Registered Address Phone +44 208 058 6129 First Floor, Woolgate | 25 Basinghall Street | London | EC2V 5HA Email [email protected] 15
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