Investor Presentation

• FY26 revenue guidance revised to circa £162m, down from £188m
• Underlying EBITDA guidance reduced to circa £20m, down from £30.2m
• Order book increased by £26m since 31 March 2026
• Supply chain disruptions and input cost increases impacting margins
• Company maintains strong liquidity and passes all banking covenants

Advanced Innergy Holdings Ltd (AIH) presented its investor update on 3 August 2026. The company revised its FY26 revenue guidance to circa £162 million, down from £188 million, and its underlying EBITDA guidance to circa £20 million, down from £30.2 million. These revisions are due to delays in project awards and supply chain disruptions, which will now impact FY27. Despite these challenges, the order book has increased by £26 million since 31 March 2026, reaching a total of £162 million. AIH is managing these challenges through cost discipline, tightening discretionary spend, and maintaining strong liquidity, with net leverage currently at ~2.5x and expected to drop below 2.0x by the end of 2026.

FY26 revenue guidance revised to circa £162m, EBITDA guidance to circa £20m

The company expects to restore margins in future periods as new contracts are bid based on higher input costs. AIH remains committed to its strategy and fundamentals, with a strong order book and visibility of future revenue.