SRJ Technologies Group PLC · ASX:SRJ
SRJ Technologies — Investor Presentation (May 2026)
36 slides from SRJ Technologies's investor presentation, May 1, 2026
Slide 1: Technology-enabled asset integrity solutions for an evolving energy industry
For personal use only SRJ TECHNOLOGIES GROUP PLC ARBN 642 229 856 (ASX:SRJ) TECHNOLOGY-ENABLED ASSET INTEGRITY SOLUTIONS FOR AN EVOLVING ENERGY INDUSTRY EQUITY PLACEMENT 2026
Slide 2: Disclaimer
DISCLAIMER This document is issued on a confidential basis by SRJ Technologies Group plc (SRJ or the Company) for information Not an offer document purposes only. It is intended only for those persons to whom it is delivered personally by or on behalf of the Company. By receiving this document, you
Slide 3: Disclaimer (continued)
DISCLAIMER No reliance (continued) Authorised Recipient Past performance information provided in this document may not be a reliable indication of future performance. No By receiving this presentation you are deemed to confirm, represent and warrant to the Company, the Lead Manager representation is
Slide 4: Elevating Asset Integrity
OVERVIEW ELEVATING ASSET INTEGRITY For personal use only SRJ elevates asset integrity – helping energy, TRUSTED ADVANCED INSPECTION TECHNOLOGY industrial and marine companies keep their Built on proven, commercially deployed technology with a track record of critical assets safe, operational and com
Slide 5: Executive Summary
SUMMARY EXECUTIVE SUMMARY For personal use only Company Overview SRJ provides advanced asset integrity solutions that help energy, industrial, and marine operators keep critical infrastructure safe, operational, and compliant. Through technology-enabled inspection services and engineering expertise,
Slide 6: Proven Leadership
OVERVIEW CORPORATE OVERVIEW PROVEN LEADERSHIP For personal use only GILES BOURNE Non-Executive Director Mr Bourne has over 28 years’ experience in technology innovation and commercialisation, including leadership roles across multinational software companies and advanced technology sectors. He serve
Slide 7: Technology-driven site-based asset integrity solutions & consulting
ELEVATING ASSET INTEGRITY TECHNOLOGY-DRIVEN SITE-BASED ASSET INTEGRITY SOLUTIONS & CONSULTING ASSET INTEGRITY For personal use only + Embedded on-site + Machinery vibration SOLUTIONS technical maintenance troubleshooting teams + Integrity management + Structural vibration activity digitalisation pro
Slide 8: Strategic Transformation
OVERVIEW STRATEGIC TRANSFORMATION Over the past 12 months, SRJ has executed a deliberate strategic transformation, including a leadership transition, to reposition the For personal use only business model and build the platform for sustainable and scalable growth built around three key pillars STRAT
Slide 9: Innovation
INNOVATION Proprietary robotics-enabled solutions For personal use only eliminate the operational safety and downtime trade-offs inherent in incumbent maintenance methods, delivering a superior service model that is cheaper, faster and safer SCALABLE OPTIMISATION INNOVATION Reduces human exposure in
Slide 10: Technology driven model vs traditional model
TECHNOLOGY SRJ MODEL DRIVEN Mitigate operational downtime, For personal use only Engineering-led robotic Multi-platform robotics Advanced sensor enhance safety, reduce costs inspection systems (UASs, crawlers, ROVs) integration delivering richer replacing hazardous enabling access to inspection data
Slide 11: The Asset Integrity Market
THE ASSET INTEGRITY MARKET For personal use only The global asset integrity market across oil and gas, power, marine The Global asset integrity AIM Market Global forecast (USD BN) management (AIM) reached and aerospace is substantial, US$30.8bn in 2025 and is expected expanding, and well positioned
Slide 12: Middle East Market
OPPORTUNITY MIDDLE EAST MARKET For personal use only The Middle East dominates the global oil & gas industry via production volume and reserve capacity ADNOC Gas recorded The new leadership team possess ~US$3.6 billion in capex in 20254 deeply embedded relationships in nearly doubling year-on-year,
Slide 13: Middle East Market: ADNOC capital program
OPPORTUNITY MIDDLE EAST MARKET For personal use only USD$30bn ADNOC (UAE) Average spend per year Major Multi-Year Capital Program US$150bn CAPEX approved for 2026–20305 Investment explicitly covers Large installed base + Expansion of upstream capacity of onshore/offshore facilities + Gas growth proj
Slide 14: Commercial Business Model
For personal use only COMMERCIAL BUSINESS MODEL
Slide 15: Asset integrity across land, sea and air
ASSET INTEGRITY ACROSS LAND, SEA AND AIR National Oil Companies (NOCs) in the Middle East operate vast networks of mature energy infrastructure across onshore, offshore and marine environments. Asset integrity providers ensure these assets remain safe, operational and compliant throughout their life
Slide 16: Advanced Inspection Solutions
ADVANCED INSPECTION SOLUTIONS SRJ’s ACE business provides remote inspection services utilising advanced robotics and custom UAS technologies. FLARE INSPECTION For personal use only + Real-time UAS assessment of critical safety systems without shutdown requirements CRANE & STRUCTURAL INSPECTION + Com
Slide 17: Critical Asset Inspection
INSPECTIONS & MONITORING CRITICAL ASSET INSPECTION Highly differentiated engineering capability with scalable technology-enabled inspection services designed to meet For personal use only the growing demand from operators seeking safer, automated inspection solutions INDUSTRY PROBLEM ACE SOLUTION +
Slide 18: Class Certified Remote Inspection
CASE STUDY 1 CLASS CERTIFIED REMOTE INSPECTION Utilising an internal inspection UAS ACE performed a full visual tank inspection satisfying the vessels class For personal use only society and saving ~£80k per tank inspected vs. conventional inspection techniques PROJECT + Scope of Work: Internal carg
Slide 19: Asset integrity across the commercial lifecycle
COMMERCIAL BUSINESS MODEL ASSET INTEGRITY For personal use only ACROSS THE COMMERCIAL ADVANTAGE LIFECYCLE Positioned across the full asset lifecycle from aging operations Exposure to Early integration Complementary to greenfield megaprojects: recurring OPEX + at greenfield business divisions expansi
Slide 20: Execution Strategy
EXECUTION STRATEGY SRJ's 3-Year Growth Strategy (2025–2028) will be implemented through a phased and structured roadmap. For personal use only 2025 2026 2027 2028 PHASE 1 PHASE 2 PHASE 3 PHASE 4 FOUNDATION & SETUP MARKET PENETRATION GROWTH, AI/ESG SCALING, MARKET LEADERSHIP & Establish the operation
Slide 21: Phase 1: Foundation & Setup Complete
PHASE 1 FOUNDATION & SETUP COMPLETE For personal use only REFOCUSED JURISDICTION JOINT VENTURE STRATEGY STRATEGIC ACQUISITION Relocation of HQ and BoltEx® manufacturing + Execution of Joint Venture Agreement with Share Purchase Agreement (SPA) signed in August to UAE to reduce costs and align with N
Slide 22: Phase 2: Market Penetration
PHASE 2 MARKET PENETRATION Achieve first independent contract awards and begin scaling For personal use only operations and technology solutions in the Middle East. CONTRACT WINS AND OPERATIONAL SCALING UPDATE Asset Integrity Contracting Advanced Robotic Inspections NEXT STEPS: + Secured three regio
Slide 23: Advanced Robotic Inspection Wins
PHASE 2 ADVANCED ROBOTIC INSPECTION WINS Meaningful traction is being gained in the Middle East for Advanced Inspection Services, with multiple contract wins For personal use only secured in the last month alone. State-Owned Upstream Oil & Gas Operator Gecko Middle East Petroleum LLC Abu Dhabi Ports
Slide 24: Multi-year Contracted Agreements
PHASE 2 MULTI-YEAR CONTRACTED AGREEMENTS Secured business in FY26 in addition to that disclosed below is disclosed in the Appendix Key Client Announced Contract Type Contract Contract Est. Total Value Expected Revenue Update For personal use only Date (ASX) Status Length (USD) Commencement Asset Int
Slide 25: Capital Raise
For personal use only DETAILS CAPITAL RAISE
Slide 26: Funding Summary
FUNDING SUMMARY SOURCES OF FUNDS GBP£’000 A$’000 For personal use only + SRJ is raising up to A$2,570,564 via a placement to institutional and sophisticated investors under the Company’s existing placement capacity in Placement funds secured 1,362 2,571 accordance with ASX Listing Rule 7.1 and 7.1A
Slide 27: Indicative Timeline
INDICATIVE TIMELINE An indicative timetable of the key dates in respect of the Offer is set out below For personal use only EVENT DATE Lodgement of Prospectus with ASIC Friday 1 May 2026 Announcement of results of the Offer Tuesday 5 May 2026 Settlement of New CDIs under the Offer Tuesday 12 May 202
Slide 28: Funding to Execute
FUNDING TO EXECUTE Funding Requirement to Execute and Scale Contract Pipeline For personal use only Secured Asset Integrity contracts require upfront working Investment Opportunity capital before revenue realisation Enables execution of already secured + Advanced Robotic Inspection scale up: the thr
Slide 29: Investment Summary
INVESTMENT SUMMARY For personal use only A trusted technology-enabled Embedded in high-growth Positioned across asset asset integrity contractor Middle East energy markets lifecycle spend Transitioning to predictable, Targeting future margin growth recurring revenue through scale and execution INVES
Slide 30: Key Risks
For personal use only KEY RISKS
Slide 31: Key Risks
KEY RISKS An investment in the Company is subject to a range of risks, including those specific to the Company’s operations and the industries and jurisdictions in which it operates. Key risks include, but are not limited to, the following For personal use only BUSINESS RISKS Joint Venture and Strat
Slide 32: Key Risks: Business Risks (continued)
KEY RISKS BUSINESS RISKS (continued) For personal use only The Company’s Advanced Inspection strategy includes deployment of robotics and specialist equipment. Equipment failure, delays in commissioning, maintenance issues or technology Technology and Equipment Risk underperformance may adversely af
Slide 33: Key Risks: Joint Venture Related Risks
KEY RISKS JOINT VENTURE RELATED RISKS For personal use only The success of the JV strategy depends on the continued cooperation and performance of the UAE-based partners, including their ability to maintain NOC registration and comply with NOC’s Execution Risk And Dependence stringent operational an
Slide 34: Appendix
For personal use only APPENDIX
Slide 35: Additional Secured Business YTD FY26
APPENDIX 1 ADDITIONAL SECURED BUSINESS YTD FY26 Whilst individually immaterial for ASX reporting purposes, except for the Super Major Class inspections, ACE UK continues to For personal use only demonstrate commercial momentum with multiple new contracts and repeat orders from major operators Air Co
Slide 36: Additional Secured Business YTD FY26: BoltEx
APPENDIX 1 ADDITIONAL SECURED BUSINESS YTD FY26 Whilst individually immaterial for ASX reporting purposes, collectively these orders further strengthen the sales pipeline and reinforce For personal use only BoltEx®’s role as a dependable, industry-validated technology for rapid, safe, and cost-effec
SRJ Technologies Group — Investor Presentation (May 2026) on 6ix