RBR Group Ltd · ASX:RBR
RBR — Investor Presentation (November 2026)
28 slides from RBR's investor presentation, Nov 13, 2026
Slide 1: First restart contract won. Positioned to deliver.
rsonal use only ASX: RBR | INVESTOR PRESENTATION | NOVEMBER 2026 First restart contract won. Positioned to deliver. STAGE 1 | ROVUMA LNG 32 modules 100+ people accommodation, plus ablutions Stage 1 of a c.700-person camp c.US$2m Jan 2027 PD’s share of a c.US$7m joint award delivery due late Jan; wor
Slide 2: Disclaimer
Disclaimer This presentation does not constitute investment advice. Neither this presentation nor the information contained in it constitutes an offer, invitation, solicitation or rsonal use only recommendation in relation to the purchase or sale of shares in any jurisdiction. This presentation does
Slide 3: Investment Highlights
Investment Highlights rsonal use only THE OPPORTUNITY BACKED TO DELIVER c.US$45bn Exposure to a world-scale LNG build c.US$45bn could be invested in Mozambique’s LNG projects between 2026 and Convertible notes extended A$1.0m of A$1.25m convertible notes extended by 2033, potentially more than US$90
Slide 4: Building in Africa, backed in Australia
Building in Africa, backed in Australia RBR Group Limited rsonal use only ASX: RBR | HQ Perth | Operating in Mozambique STRATEGIC PARTNER One provider for resource projects: Recruit Train House Grounded Group Perth-based; founded 2013 by Paul Natoli (CEO). Builds remote mining villages, site infrast
Slide 5: Stopped in 2021. Moving again now.
Stopped in 2021. Moving again now. MOZAMBIQUE LNG AND RBR, 2019 TO 2027 rsonal use only LNG in Mozambique above the line, RBR below. Line is illustrative and not to scale. Jun 2019 Mar–Apr 2021 Mar 2025 MOVING AGAIN NEXT Mozambique LNG final investment Palma attack; TotalEnergies US EXIM reconfirms
Slide 6: Where the build is, and where RBR is
Where the build is, and where RBR is MOZAMBIQUE’S LNG PROJECTS CABO DELGADO Mtpa = million tonnes a year rsonal use only c.US$45bn Mozambique LNG (onshore) TotalEnergies | 13.1 Mtpa | c.US$20bn Restarted Jan 2026, first LNG targeted 2029 Could be invested from 2026 to 2033 (Wood Rovuma LNG (onshore)
Slide 7: Why RBR can win in Mozambique
Why RBR can win in Mozambique RBR has the licences, the people on the ground and a record of building camps for Mozambique’s LNG projects. rsonal use only LICENCES EXPERTISE LOCAL LEADERSHIP TRACK RECORD Hard-to-get licences already One provider to recruit, Athol Emerton, director Built camps for in
Slide 8: Stage of the Rovuma Contract
Stage 1 of the Rovuma Contract Delivery within scope, on time and on budget “will greatly enhance the likelihood” of further rsonal use only work on the c.700-person camp. ExxonMobil Bonatti/Mota-Engil PD (50% owned by RBR) Rovuma LNG operator › c.US$207m early works › Stage 1 subcontractor Contract
Slide 9: Beyond Rovuma: The Broader Mozambique Opportunity
Beyond Rovuma: The Broader Mozambique Opportunity CAMPS PD rsonal use only RBR’S TOTAL PIPELINE¹ c.US$180m Bonatti/Mota-Engil (Rovuma LNG) Won c.700-person camp: Stage 1 TotalEnergies (Mozambique LNG) Submitted 3,500-person camp at Afungi Camp accommodation and training tenders across CCSJV / MRV Fe
Slide 10: Board changes and strategic direction
Board changes and strategic direction SUBJECT TO SHAREHOLDER APPROVAL¹ rsonal use only Laurie Ziatas Athol Emerton Paul Horsfall Chair-elect¹ Non-Executive Director, Independent Non-Executive Mozambique-based Director Lawyer, 45+ years in corporate, commercial Managing Partner, LBH’s African operati
Slide 11: Where RBR goes from here
Where RBR goes from here Building a camp construction and workforceAustralia, training business across Africa and from a Mozambique base CORE GROWTH rsonal use only MOZAMBIQUE LNG ESTABLISHMENT OF AUSTRALIAN TANZANIA AND WIDER AFRICAN VERTICAL INTEGRATION OPERATIONS EXPANSION THE PATH FORWARD Strate
Slide 12: Capital Raising
rsonal use only Capital Raising RBR Group Limited | ABN 38 115 857 988 | rbrgroup.com.au | Suite 6, 245 Churchill Avenue, Subiaco WA 6008 12
Slide 13: Placement summary
Placement summary rsonal use only Placement of fully paid ordinary shares in RBR (‘New Shares’) to sophisticated and professional investors to raise A$600k Offer structure and size (‘Placement’ or ‘Offer’) via the issue of 33.3 million shares under the Company’s existing placement capacity under ASX
Slide 14: Placement timetable
Placement timetable rsonal use only EVENT INDICATIVE DATE 1 Trading halt Tuesday, 10 November 2026 Announcement of the Placement and Convertible Note Extension; trading halt lifted and trading 2 Friday, 13 November 2026 resumes on ASX 3 Settlement of New Shares under the Placement Tuesday, 17 Novemb
Slide 15: Appendix
rsonal use only Appendix RBR Group Limited | ABN 38 115 857 988 | rbrgroup.com.au | Suite 6, 245 Churchill Avenue, Subiaco WA 6008 15
Slide 16: Our Brands - Current Operational Structure
Our Brands - Current Operational Structure APPENDIX rsonal use only 100% 50%* OWNED OWNED ACQUISITIONS LABOUR SERVICES MINE AND INDUSTRIAL CAMP The Company is actively assessing M+A Skills Training and Deployment, Payroll + ACCOMMODATION opportunities to expand on their current base of Administrativ
Slide 17: Key risks
Key risks The New Shares offered under the Placement should be considered speculative Need for further funding (continued) rsonal use only because of the nature of the Company’s business. Additional equity financing will dilute shareholdings, and debt financing, if available, may restrict the Compan
Slide 18: Key risks
Key risks Convertible notes Delivery of the Stage 1 contract rsonal use only The Company has A$1.25m of convertible notes, of which A$1.175m has been PD has been awarded, jointly with a South African supplier, a subcontract for 32 extended (A$1.0m by 12 months, A$0.175m by 6 months). If the notes ar
Slide 19: Key risks
Key risks Climate Risk Climate Risk (continued) rsonal use only There are a number of climate-related factors that may affect the operations and (b) climate change may cause certain physical and environmental risks that proposed activities of the Company. The climate change risks particularly cannot
Slide 20: Key risks
Key risks Related Party Risk (continued) Operations in Mozambique (continued) rsonal use only (b) insolvency, default on performance or delivery by any operators, contractors Mozambique has seen fluctuations in its political environment, which may affect or service providers. business operations. Po
Slide 21: Key risks
Key risks Operations in Mozambique (continued) Operations in Mozambique (continued) rsonal use only This legal environment may lead to delays in project approvals, permit renewals, and Mozambique has faced ongoing issues with corruption, particularly in sectors enforcement of contractual obligations
Slide 22: Key risks
Key risks Foreign Exchange Risks (continued) INDUSTRY SPECIFIC rsonal use only Any fluctuations in the exchange rates between these currencies and the Australian Reliance on key clients and contracts dollar could have a material adverse effect on the Company's business, financial The Company’s reven
Slide 23: Key risks
Key risks GENERAL RISKS Litigation risks (continued) rsonal use only Further, the Company and its subsidiaries may be involved in disputes with other Market conditions parties in the future which may result in litigation. Any such claim or dispute if Share market conditions may affect the value of t
Slide 24: Key risks
Key risks Taxation (continued) Reliance on key personnel (continued) rsonal use only To the maximum extent permitted by law, the Company, its officers and each of their There can be no assurance given that there will be no detrimental impact on the respective advisors accept no liability and respons
Slide 25: Key risks
Key risks Global Conflicts Global Conflicts (continued) rsonal use only The current evolving conflicts between Ukraine and Russia, Israel and Palestine, and The Company is monitoring the situation closely and considers the impact of the involving Iran (Global Conflicts) are impacting global economic
Slide 26: International offer restrictions
International offer restrictions This presentation is being and may only be distributed to certain institutional and New Zealand rsonal use only professional investors who are located in the Permitted Jurisdictions: This document has not been registered, filed with or approved by any New Zealand • w
Slide 27: International offer restrictions
International offer restrictions Hong Kong The contents of this document have not been reviewed by any Hong Kong regulatory rsonal use only WARNING: This document has not been, and will not be, registered as a prospectus under authority. You are advised to exercise caution in relation to the offer.
Slide 28: International offer restrictions
International offer restrictions Any offer is not made to You with a view to the New Shares being subsequently offered for Any invitation or inducement to engage in investment activity (within the meaning of rsonal use only sale to any other party. There are on-sale restrictions in Singapore that ma