Delorean Corporation Ltd FY25 4E Preliminary Results Presentation & DEL Infrastructure Pivot Strategy August 2025 www.deloreancorporation.com.au Delorean Corporation Disclaimer Important Notice & Disclaimer This document is confidential and may not be reproduced, redistributed or passed on, directly or indirectly. This document is neither a prospectus nor an offer to subscribe for Shares. The purpose of this presentation is to provide general information about Delorean Corporation Ltd (“Delorean” or the “Company”). This presentation is current as at 29 August 2025 (unless otherwise stated herein) and the information contained in it is in a summary form and does not purport to be complete. The information in this presentation remains subject to change without notice. It is not recommended that any person makes any investment decision in relation to the Company based solely on this presentation. This presentation does not necessarily contain all information which maybe material to the making of a decision in relation to the Company. Any investor should make their own independent assessment and determination as to the Company’s prospects prior to making any investment decision and should not rely on the information in this presentation for that purpose. This presentation does not involve or imply a recommendation or a statement of opinion in respect of whether to buy, sell or hold securities in the Company. The securities issued by the Company are considered speculative and there is no guarantee that they will make a return on the capital invested, that dividends will be paid on the shares or that there will be an increase in the value of the shares in the future. This presentation is not, and does not constitute, an offer to sell, or the solicitation, invitation or recommendation of an offer to buy, any securities in any jurisdiction, including the United States, and neither this presentation, nor any of the information contained herein, shall form the basis of any contract or commitment. The information in the presentation does not constitute an advertisement for an offer or proposed offer of securities and does not constitute a representation that an offering will occur. No person is authorised to give information or make any representation that an offering will occur. Any securities of Delorean have not been, and will not be, registered under the U.S. Securities Act or the securities laws of any state or other jurisdiction of the United States and, if there is an offer of securities, may not be offered or sold in the United States except in transactions exempt from or not subject to, the registration requirements of the U.S. Securities Act and any other applicable securities laws. This presentation is presented for informational purposes only. It is not intended to be, and is not, a prospectus, product disclosure statement, offering memorandum or private placement memorandum for the purpose of Chapter 6D of the Corporations Act 2001. Except for statutory liability which cannot be excluded, the Company, its officers, employees and advisers expressly disclaim any responsibility for, and make no representations or warranty for, the accuracy or completeness of the material contained in this presentation and exclude all liability whatsoever (including in negligence) for any loss or damage which may be suffered by any person as a consequence of any information in this presentation or any error or omission there from. The Company accepts no responsibility to update any person regarding any inaccuracy, omission or change in information in this presentation or any other information made available to a person nor any obligation to furnish the person with any further information. This presentation contains “forward-looking statements” and comments about future events, including statements about Delorean’s expectations about the performance of its business. Forward-looking statements may include words such as “anticipate”, “believe”, “expect”, “project”, “forecast”, “estimate”, “out-look”, “upside”, “likely”, “intend”, “should”, “could”, “may”, “target”, “plan”, and other similar expressions. Indications of, and guidance on, future earnings and financial position and performance are also forward-looking statements. Forward-looking statements, opinions and estimates provided in this presentation are based on assumptions and contingencies which are subject to change without notice. Forward-looking statements including projections, guidance on future earnings and estimates are provided as a general guide only and should not be relied upon as an indication, prediction or guarantee of future performance. Actual results may differ materially from those expressed or implied in such statements and these differences maybe material. The forward-looking statements in this presentation involve known and unknown risks and other factors, many of which are beyond the control of, or unknown to, Delorean, its directors, officers and employees, and may involve significant elements of subjective judgement and assumptions as to future events which may or may not be correct. Such forward looking statements are based on information available to Delorean as at the date of this presentation. Recipients are cautioned not to place undue reliance on forward looking statements and except as required by law or regulation, Delorean assumes no liability to update these forward-looking statements. Such statements speak only as of the date hereof, and Delorean has no obligation to update or revise any such statements to reflect any change in events, conditions or circumstances on which any such statement is based. No representation or warranty, express or implied, is made by the Company that the matters stated in this presentation will be achieved or prove to be correct. Recipients of this presentation must make their own investigations and inquiries regarding all assumptions, risks, uncertainties and contingencies which may affect the future operations of the Company or the Company’s securities. The Company does not purport to give financial or investment advice. No account has been taken of the objectives, financial situation or needs of any recipient of this document. Recipients of this document should carefully consider whether the securities issued by the Company are an appropriate investment for them in light of their personal circumstances, including their financial and taxation position. 2 Delorean Corporation Company Overview DELOREAN CORPORATION (ASX: DEL) IS AUSTRALIA’S LEADING DEVELOPER OF BIOENERGY INFRASTRUCTURE Delorean is building a network of assets across Australia using mature in-vessel anaerobic digestion technology to produce renewable gas, renewable electricity and biogenic carbon dioxide from organic waste diverted from landfill. Delorean has pioneered this sector in Australia and built a track record delivering highyielding projects helping to transform and decarbonise Australia’s energy sector. DIVERSIFIED INCOME – DELOREAN’S VERTICALLY INTEGRATED MODEL DERIVES INCOME FROM THREE SOURCES INFRASTRUCTURE ENGINEERING • Engineering, Procurement, and Construction (EPC) Contract Margins • Operation & Maintenance (O&M) Contract Margins • • • • Sale of Renewable Natural Gas (Biomethane) Sale of Renewable Biogenic Liquid CO₂ (LCO2) Gate Fees for Acceptance of Organic Waste Sale of Liquid Fertilizer (future upside) ENERGY RETAIL • Trading of Environmental Green Credits: - Australian Carbon Credit Units (ACCUs), - Renewable Gas Guarantees of Origin (RGGOs) - Large-scale Generation Certificates (LGCs) - Biogenic CO₂ certification (future upside) 3 • Future Energy Contracts Delorean Corporation Co-Founders and Leadership DELOREAN’S BOARD COMPRISES A BALANCE OF STRONG AND COMMITTED EXECUTIVE LEADERSHIP WITH DEEP EXPERTISE IN BIOENERGY, WASTE, GAS, FINANCE, AND ASX GOVERNANCE. Hamish Jolly Executive Chair Joseph Oliver Managing Director Steve Gostlow Non-Executive Director Surena Ho Non-Executive Director Michael Phillip Non-Executive Director Aidan Flynn Chief Financial Officer & Company Secretary Neil Conquest Chief Operating Officer Experience: Experience: Experience: Experience: Experience: Experience: Experience: Hamish is a co-founder of Delorean and has jointly led the company since its inception Joseph (Joe) is a co-founder of Delorean and has jointly led the company since its inception - Has led the delivery of 4 bioenergy facilities in Australia and NZ - Has led the design and delivery of 4 bioenergy facilities in Australia and NZ Over 20 years’ in Australian and international energy industry, including 15 years in oil and gas Over 25 years’ global financial markets experience with a strong background in finance and credit investing Over 20 years’ international leadership experience delivering major infrastructure and energy projects in over 65 countries - 15+ years experience in bioenergy and renewable energy sector in Australasia and Europe - Senior roles with Osaka Gas, Chevron, Alinta, Woodside - Founding Chief Investment Officer of Tanarra Capital Special Situations division Over 25 years’ comprehensive financial leadership experience, including 18 years as CFO, with expertise in renewable energy, construction, and debt finance. - Extensive public and private sector experience including in investment development, finance and innovation, renewable energy and technology commercialisation Over 20 years’ experience in the waste management industry, having grown Tox Free Solutions Ltd into one of Australia’s largest waste management companies. - Extensive background in construction and engineering - Managing Director, Tox Free Solutions Ltd (16 years) - Strong governance background - Financial leadership, M&A, and commercialisation of gas projects company - Led 26+ international power projects in multiple emerging markets - Extensive experience in securing and supporting debt finance for growing companies. - Global operations and project delivery leadership - Strong ASX-listed experience Delorean Corporation Investment Highlights ✓ Unique and proven track record of delivering award-winning, innovative and successful Australasian bioenergy projects. ✓ Strong pipeline of bioenergy projects under development to capitalise on the growth of Australian bioenergy market. ✓ A leader in advancing Australia’s bioenergy sector and providing unique solutions to address especially hard to abate sectors. ✓ Strong ESG credentials with TCFD and global ESG standards alignment, multiple ESG certifications, and formal sustainability reporting ✓ Ideally positioned to capitalise on the national drive towards zero organic waste to landfill and decarbonisation of energy. AUSTRALIA'S FUTURE IN BIOENERGY & RENEWABLES www.deloreancorporation.com.au ASX:DEL Delorean Corporation Company Overview – Pivot to Build-Own-Operate Infrastructure WITH A TRACK RECORD OF DEVELOPING BIOENERGY INFRASTRUCTURE AS A LEADING BIOENERGY EPC CONTRACTOR, DELOREAN IS TRANSFORMING INTO AN OWNER AND OPERATOR WITH 5 PROJECTS CURRENTLY IN THE PIPELINE Our Strategy THIRD PARTY CONTRACTS (TRACK RECORD) COMPLETED NEAR-COMPLETE DELOREAN BOO BIOENERGY INFRASTRUCTURE OWNERSHIP (STRATEGIC PIVOT) IN CONSTRUCTION SHOVEL READY IN DEVELOPMENT BIOENERGY PORTFOLIO 9x UP TO FY2025 – EPC CONTRACTOR NOW TRANSITIONING – BOO DEVELOPMENT Delivering EPC projects for thirdparties, generating revenue on a project-by-project basis Establishing our High-Yielding Build-Own-Operate project portfolio, locking in future revenue streams and financing FULL POTENTIAL $500m+ portfolio of commercially successful bioenergy assets with ongoing revenue streams Delorean’s Mission is to build, own and operate (BOO) the largest portfolio of commercially successful renewable energy infrastructure in Australia and New Zealand, measured by value of developed assets and quantity of renewable electricity, heat and renewable gas produced. 6 Delorean Corporation Achievement Snapshot as at FY25 DELOREAN IS STRATEGICALLY INVESTING IN INFRASTRUCTURE AND PROJECT DEVELOPMENT 6 $30.0M $80.0M PROJECT DEVELOPMENT 4 PROJECTS COMPLETED Invested to date on Balance sheet in Delorean’s Project Development portfolio Jandakot, Blue Lake Milling, Ecogas and Yarra Valley Water construction value $200 STRATEGIC PARTNERSHIPS Partnerships with AGIG, ARENA, QLD Govt., Brickworks, ATCO & Supagas 1,100TJs 5x M Portfolio Value Grants Awarded $11.1M (subject to conditions precedent) CURRENT DEVELOPMENT PROJECTS ACCU’s-80K+ RGGOs-1100K Carbon Credits $37.0M 9x DEBT FUNDING SECURED LONG-TERM PROJECTS SAFE WORK HOURS $32m For Delorean Owned SA1 Project $500M+ Development Portfolio Without lost time injury (LTI). $50.0M+ GRANTS APPLIED Green Gas p.a. 37,500Tpa Biogenic CO₂ 420K Tpa 120K Tpa Waste Capacity Biofertilizer Concentrate 70,000 7 Delorean Corporation FY25 Achievements PIVOT INTO INFRASTRUCTURE OWNERSHIP WITH CONSTRUCTION WELL UNDERWAY ON ITS SA1 FACILITY AND CONSTRUCTION OF YARRA VALLEY WATER LILYDALE NEAR COMPLETION ✓ BUILD-OWNOPERATE INFRASTRUCTURE First BOO Project Underway: Construction commenced on SA1 Salisbury project with $37m corporate finance package & $6.1m ARENA Grant to support large industrials. First gas and revenues expected in April 2026 ✓ Strategic Partnerships Secured: Key strategic partnerships established with Tier 1 companies like Brickworks, AGIG, ATCO, Supagas, ARENA, QLD Govt. and Feedstock providers ✓ DEL Project Portfolio Advanced: NSW1 Brickworks Development Approval granted, VIC1 Stanhope and broader BOO portfolio development continued across Delorean’s national infrastructure pipeline, worth approximately $200 million ✓ MAJOR CONTRACT DELIVERED Major Contract Success: $51m Yarra Valley Water (YVW) construction phase of project, Delorean’s largest Tier 1 contract, substantially completed and profitable, delivering $50m in customer receipts to date and over 70,000 safe work hours without injury or lost time incidents (LTI’s). Project is moving into initial 2.6 year operate and maintain contract worth circa $8m in revenue after the practical completion ✓ Long-Term Stability: Multi-year contracted O&M services to underpin continued plant performance ✓ Expanded Capabilities: Advisory and consultation services for third parties ✓ Operational Excellence and Risk Management: Achieved ISO 9001, 14001, 45001 accreditation, implemented standardized operations, enabling consistent, scalable, and measurable project delivery across multiple concurrent projects OPERATIONAL EXCELLENCE ✓ Investment in Human Capabilities: Upskilled site teams through targeted HSE (Health, Safety, and Environment) training, boosting safety performance, compliance, and operational efficiency. Key new Board appointments coupled with appointment of new CFO and COO ✓ Strategic Supply Chain Optimization: Forged key supplier partnerships to reduce costs, enhance procurement efficiency, and ensure quality across all project lifecycles 8 Delorean Corporation FY25 4E Financial Results Overview (unaudited) REINVESTMENT OF EARNINGS INTO HIGH-YIELDING BUILD-OWN-OPERATE INFRASTRUCTURE ROLLOUT AND OPERATION FY25 Revenue $19.8M Group Earnings ($4.1)M (Total Comprehensive Loss) FY25 Cash Position As at 30/6/2025 Project Development Invested to date on Balance sheet in Delorean’s Project Development portfolio Yarra Valley Water Food Waste to Energy Project, VIC Debt Funding $30M drawn at 30/6/2025 FY25 marked Delorean’s successful pivot towards owning, building, and operating renewable gas infrastructure. This next phase drives long -term, multi-revenue growth, supported by investment -grade partners and offtakers. Revenue continues to be underpinned by active projects and consulting services. $10.7M $30.0M $37.0M Palisade Impact’s Convertible Notes and Roadnight Capital loan were fully repaid Grants Awarded $50M+ Applied $11.1M 9 Delorean Corporation FY25 4E Financial Results Continued BUILDING VALUE THROUGH STRATEGIC INVESTMENT IN CLEAN ENERGY ASSETS KEY HIGHLIGHTS ($’000) FY25 (unaudited) FY24 CHANGE COMMENTS Receipts from Customers 25,910 29,549 Down 12% Yarra Valley water project nearing completion Revenue - Infrastructure - Construction - Energy Retail 19,828 726 19,102 - 27,882 1,245 26,557 80 Down 29% Yarra Valley Water project contributed the vast majority of the revenue. Decrease was due to the delay in construction completion of the Yarra Valley Water project and the consequential movement of revenue between financial years and performance obligations in the contract. The project remains profitable to date for both the construction phase and O&M phase to start in FY26. COS (22,818) (20,053) Up 14% Gross Profit (2,990) 7,829 Down 138% Reduction in profit recorded to date for Yarra Valley Water project, reduction of all activity in Energy Retail segment and increased infrastructure overheads for SA1 construction and transition to BOO model. EBITDA (6,302) 5,021 Down 226% Increased overhead costs due to SA1 construction and transition year to BOO. NPAT (6,547) 4,771 Down 237% Total comprehensive (loss) / income (4,146) 6,296 Down 166% Cash Position 10,659 8,842 Up 21% Increase in total cash whilst a decrease in guarantees for customers and suppliers. Tanarra Facility C debt remains undrawn. Total Assets 48,299 28,052 Up 72% Significant increase due to the SA1 BOO project construction. Increased costs in construction phase of Yarra Valley Water project as construction completion draws near and O&M phase is prepared for. $2.3 million increase in SA1 Land value (after tax), independent valuation. 10 Delorean Corporation FY25 4E Financial Results Continued KEY HIGHLIGHTS ($’000) FY25 (unaudited) FY24 CHANGE Revenue (excl. other income & interest income) 19,828 27,882 Down 29% Delay in construction of Yarra Valley Water project and resources focused on the engineering and construction of BOO projects which are non revenue generating assets for FY25. Statutory and underlying EBITDA (6,302) 5,021 Down 226% Yarra Valley Water project construction completion delay as well as construction cost increases causing reduction in recorded project profit to date of $3.3m as at 30 June 2025. , in completion and starting, increased overhead and capability to capture future demand in decarbonization in the hard to abate sector. Depreciation and amortisation 240 349 Down 31% Statutory and underlying EBIT (6,541) 4,672 Down 240% 238 1,242 Down 81% Statutory and underlying net profit after tax (NPAT) (6,547) 4,771 Down 237% Total comprehensive (loss) / profit for the year (4,146) 6,297 Down 166% EBITDA margin -32% 18% Basic (loss) / earnings per share (cents per share) (2.99) 2.21 Net interest expense COMMENTS Repayment and refinance of loans and profitable cancelation of previous convertible note. $2.3 million increase in SA1 Land value (after tax), independent valuation Down 235% 11 Delorean Corporation Delorean’s Bioenergy Infrastructure Rollout YVW Project Construction in FY25 Delorean Corporation Delorean’s Portfolio DELOREAN’S PROJECTS REPLACE NATURAL GAS WITH BIOMETHANE, DRIVING DECARBONISATION IN HARD-TO-ABATE SECTORS THROUGH EXISTING INFRASTRUCTURE Projected Biomethane Production from Delorean Bioenergy Projects 3000 TERAJOULES (TJ) 2500 2000 1500 1000 500 IN CONSTRUCTION 0 FY2026 (SA, VIC) FY2027 (SA, VIC, NSW, QLD) FY2028 (SA, VIC, NSW, QLD, WA2) FY2040 SA1 Bioenergy Plant BIOMETHANE 13 Delorean Corporation Delorean Infrastructure Rollout DELOREAN IS ROLLING OUT HIGH-YIELDING (15%+ UNLEVERED IRR) INFRASTRUCTURE PROJECTS Horizon Project Status 1 SA1 Bioenergy Project AUD$42.8m Under construction 2 VIC1 Bioenergy Project AUD$27.2m (Stage 1) Shovel Ready 3 NSW1 Bioenergy Project In Development DA Approved AUD$65.0m (Stage 1) 4 QLD1 Bioenergy Project AUD$39.6m In Development 5 WA2 Bioenergy Project AUD$25.0m In Development DEL Pipeline Projects Planning Short Term Medium Term Long Term 9x Jan 2025 June 2025 June 2026 June 2027 June 2028 ONGOING DEVELOPMENT 14 Delorean Corporation Bioenergy Build-Own-Operate Project Revenue DELOREAN’S COMMERCIAL SCALE ANAEROBIC DIGESTION PROJECTS DELIVER MULTIPLE DIVERSIFIED REVENUE STREAMS WITH THE CERTAINTY OF LONG-TERM CONTRACTED OFFTAKES AND FEEDSTOCK SUPPLY • 0.0% Energy Offtake – 10+ year offtakes from investment grade counterparties at a premium to wholesale gas prices. 12.9% • 25.2% credits - Australian Carbon Credit Units (ACCU) - Renewable Gas Guarantee of Origin (RGGO) - Large Scale generation Certificates (LGC’s) Energy Offtake Green Revenue Feedstock Biofertiliser 43.6% 18.3% Green Revenue – AD projects qualify for environmental • Feedstock - In pre-construction phase, typically up to 2-year agreements for circa 50% of feedstock volumes are contracted, rising to 100% contracted prior to commissioning. CO2 • Green CO2 - High demand for biogenic CO2, easy to secure 10+ year offtakes from investment grade counterparties. • Biofertiliser – further upside from biofertiliser sales 15 Delorean Corporation BOO Project Funding Strategy DELOREAN OPTIMISING DEBT-LED PROJECT FUNDING THROUGH STRATEGIC PROJECT-LEVEL FINANCE AND REFINANCE SOLUTIONS FOR RAPID BOO EXPANSION MULTIPLE PROJECTS 2 - N PROJECT 1 SA1 • 18 months construction to commissioning timeline limiting exposure to higher-cost debt before refinancing with senior debt. • DEL’s project funding is supported by significant State and Federal grants (e.g., ARENA, QLD, NSW State Gov). DEL Equity & Land 15% Grant Corporate Debt Start: Dec 2024 DEL Equity & Loan 15% Grant Grant / Equity Senior Debt Recycled Debt from SA1 Finish: Q1 CY2026 Construction Significant value increase post-commissioning, strengthening Delorean’s balance sheet and providing headroom equity for senior debt refinancing at the project level. DEL Equity & Land DEL Equity & Land Asset Revaluation Post-Construction SA1 Asset Revaluation Post-Construction • The core financing strategy involves a debt-led financing stack during construction, followed by refinancing with senior debt upon commissioning, and future securitization of the entire infrastructure portfolio. Construction • Grant / Equity Senior Debt 16 Delorean Corporation Delorean’s Projects SA1 Project Construction in FY25 Delorean Corporation Track Record - Award-Winning AD Plants Built Across Australia/NZ 3 Award-Winning Bioenergy Projects Completed COMMERCIAL & INDUSTRIAL WASTE AGRICULTURAL WASTE MUNICIPAL FOOD WASTE Jandakot Bioenergy Plant Blue Lake Milling Bioenergy Plant Ecogas (NZ) Bioenergy Plant 18 Delorean Corporation – Selective EPC and O&M For Third Parties YVW Bioenergy Plant THIS FACILITY IS THE LARGEST FOOD WASTE TO ENERGY PLANTS OF ITS KIND IN AUSTRALIA Yarra Valley Water (VIC) PROJECT UPDATE (99% COMPLETE) • All civil, structural, and equipment installation construction works successfully completed. • System testing finalised; commissioning phase currently underway. • Over 70,000 man-hours completed with zero injuries or Lost Time Incidents (LTI). • ISO Quality and Safety audit conducted and successfully passed. YVW Bioenergy Site Before PROJECT BENEFITS Location: Lilydale, Victoria ~$53m contract value, $6.5m O&M value • 55,000tpa facility • 39,000 KWh per day green energy production • Emissions reduction 24,700 (tCO2-e/annum) • Decarbonize YVW energy consumption • Combats climate change and resource depletion for water and energy • Supplies energy to the Sewage Treatment Plant and Recycled Water Pump Station, with surplus exported to the grid • Recovers ~70% of liquid digestate as purified water • Processes remaining solids and liquids for composting and agriculture Jan 2024 Sep 2025 Sep 2025 Sep 2025 Sep 2025 Construction Start First Waste First Gas Construction Finish Operation & Maintenance Renewable gas generation starts Completion of Delorean’s YVW bioenergy project Full Operation & Maintenance commence Site Works of YVW bioenergy project begin Feedstock processing starts YVW Bioenergy Site Now 19 Delorean Corporation – BOO Infrastructure Rollout and Operation SA1 Salisbury Bioenergy - First BOO Bioenergy Project in Australia FIRST BIOENERGY FACILITY IN AUSTRALIA TO PRODUCE MAINS-GRADE BIOMETHANE AND BIOGENIC CO2 PROJECT UPDATE SA1 • Major earthworks have been completed, and concrete pouring for the tank farm and package equipment is underway. • All major equipment has been ordered, with deliveries scheduled over the coming months. • The reception shed has arrived on-site, with construction set to begin next month. PROJECT BENEFITS Green Gas-to-Mains Bioenergy Projects Location: Salisbury, South Australia • 70,000tpa facility (stage 1) • 210 TJ/annum biomethane production • 6,000tpa green CO2 – 10 year Supagas Contract signed. 180 TJ pa 150,000 tCO2-e/annum Industrial facility natural gas replaced ​with biomethane Project emissions reduction (~3,700,000 tonnes over the project lifetime) 200,000 tCO2e Net Zero by 2040 Industrial customer emissions reduction over project lifetime Supporting large industrials in decarbonizing Sep 2024 Dec 2024 Dec 2024 Q3 FY26 Q4 FY26 Project Financing Project FID Construction Start First Waste First Gas Construction Finish Operation & Maintenance Renewable gas generation starts Completion of Delorean’s SA1 bioenergy project Full Operation & Maintenance commence Tanarra $25m corporate finance package Financial Investment Decision Site Works of Delorean’s SA1 bioenergy project begin Feedstock processing starts Q4 FY26 Q4 FY26 20 Delorean Corporation – BOO Infrastructure Rollout and Operation NSW1 Brickworks Bioenergy Plant - 1st BOO RNG Behind The Meter AUSTRALIA’S FIRST INDUSTRIAL-SCALE BIOENERGY PROJECT TO CREATE RENEWABLE GAS BEHIND THE METER PROJECT UPDATE • Development Approval achieved • The project is now progressing toward a final investment decision (FID), with a focus on assessing project investment hurdles, securing long-form offtake agreements, and negotiating joint venture and facility construction and operation agreements. • A FID is expected in 1HFY2026 by the board of directors of Brickworks and Delorean. While the parties have agreed to continue working together on this project, it is subject to Board approvals and binding legal documentation being executed. There can be no assurance that this project will proceed. NSW1 PROJECT BENEFITS Green Gas Collaboration Location: Horsley Park, NSW • 120,000tpa facility (stage 1) with ability for 150,000TPA • 260-380 TJ/annum RNG generation • Development Approval Granted H1 FY26 Project Financing Corporate finance package 138,035 tCO2-e/annum 325,300 tCO2e Emissions reduction Industrial facility emissions reduction over project lifetime 253+ TJ/pa ~50% Scope 1 Emissions Reduction from natural gas combustion Industrial facility natural gas replaced ​with biomethane Supporting large industrials in decarbonizing by replacing natural gas with biomethane H1 FY26 H1 FY26 H2 FY27 H2 FY27 Project FID Construction Start First Waste First Gas Construction Finish Operation & Maintenance Renewable gas generation starts Completion of Delorean’s NSW1 bioenergy project Full Operation & Maintenance commence Financial Investment Decision Site Works of Delorean’s NSW1 bioenergy project begin Feedstock processing starts H2 FY27 H2 FY27 21 Delorean Corporation – BOO Infrastructure Rollout and Operation VIC1 Stanhope Bioenergy THIS PROJECT WILL BE AMONG AUSTRALIA’S FIRST TO PRODUCE BIOMETHANE TO MAINS FROM ORGANIC WASTE PROJECT UPDATE (PENDING FID) VIC1 • • • Green Gas-to-Mains Bioenergy Projects Location: Stanhope, Victoria • • • • 54,000tpa facility (stage 1) 180 TJ/annum biomethane production Emissions reduction 69,400 (tCO2-e/annum) 90% Delorean owned project Approvals in place The project is currently shovel ready for full construction pending project finance. Work activities completed to cover green gas connection for export GREEN CERTIFICATES • CER Registration for ACCUs under approved methodologies: • AWT Method- Diversion of organics from landfill • Animal Effluent Management Method • GreenPower Registration for RGGOs • Received a letter of support confirming the project alignment with the certification OFFTAKE AGREEMENTS • Renewable Gas: Contract negotiations with large investment grade counterparty at a premium to wholesale gas prices FEEDSTOCK • Feedstock secured across the project from multiple sources H1 FY26 Project Financing Corporate finance package H1 FY26 H1 FY26 H2 FY27 H2FY27 Project FID Construction Start First Waste First Gas Construction Finish Operation & Maintenance Renewable gas generation starts Completion of Delorean’s VIC1 bioenergy project Full Operation & Maintenance commence Financial Investment Decision Site Works of Delorean’s VIC1 bioenergy project begin Feedstock processing starts H2 FY27 H2 FY27 22 Delorean Corporation Delorean’s Sector Tailwinds and Look Forward YVW Vioenergy Project Delorean Corporation Tailwinds: Urgent Demand for Biomethane SCOPE 1 EMISSIONS REPORTING (NGERS) IS DRIVING AUSTRALIA’S DEMAND FOR BIOMETHANE • • • The Australian Government’s Future Gas Strategy recognises that natural gas will play a critical role in Australia’s future energy mix. The Australian Energy Market Operator (AEMO) predicts almost no decline in gas use for industrial consumers through to 2043 as there are limited decarbonisation options available. Australia has significant RNG production potential from unutilised feedstocks across a range of residues and wastes AUSTRALIAN GAS CONSUMPTION IN 2022-23 52% 26% 12% 9% Source: Bioenergy Australia Unlocking Renewable Natural Gas to Enhance Energy S