EVS Water Update

EVS Water has gone global with new customers in Australia, Asia, Europe and USA

New sites approved by Water Corporation WA

Revenue per site ahead of forecast

Set to scale as a proven, pure software, high-margin product suite with rapid deployment to any location

Major partners and customers incorporating EVS Water in their market approach

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Q3 Sales Update: Strong momentum continues

Total new Q3 sales orders of $3.7m, including new ARR of $2.0m

New ARR YTD of $5.5m up 23.6% on PCP

ARR of $50.0m on a constant currency basis

Significant and strategic customer wins across all 3 product streams

Low churn maintained remaining at approximately 2%

Strategic initiatives to provide for continued growth in scale and margin

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Strategic agreements with GHD to implement and refer EVS Water

HIGHLIGHTS

Two strategic agreements with GHD for Envirosuite’s EVS Water to:

Implement and scale the solution for water facilities.

Leverage GHD’s global network to refer EVS Water to prospective clients.

Facilitates a step-change in the roll-out of Envirosuite’s pure SaaS, high margin product suite into a $2.8bn serviceable addressable market (SAM)1.

Envirosuite executes MoU for strategic partnership with Aeroqual

KEY HIGHLIGHTS

Envirosuite and Aeroqual have executed a Memorandum of Understanding (MoU) covering the strategic partnership between the parties for global business development of joint market opportunities

Combines two complementary environmental technologies

The MoU outlines the acceleration of market opportunities in Mining, Waste, Wastewater and Industrial sectors

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Nice to see Perennial up their stake by over 14 Million Shares bringing their overall holding to 13%.

Good vote of confidence for us retail holders.

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Strong Start in Q1 with 42% New ARR PCP Increase

Total new sales more than 4.1M in Q1

42% on PCP new ARR increase with 1.7M added

Total ARR of $48.6M at end of Q1

451d2m7kff3cw8.pdf (asx.com.au)