FY25 Investor Webinar Recap
A Year of Commercial Validation: Scaling into Global Markets
17 September 2025
Scaling breakthrough technology isn’t about single wins. It’s about repeatability.
FY25 proved that Clean TeQ’s platforms extend beyond single-project outcomes, operating as IP-driven engines that deliver across markets, geographies, and partners. That momentum was the focus of this week’s live investor webinar, where CEO Peter Voigt outlined how validation in FY25 has set the stage for accelerated growth in FY26.
Watch the full webinar below.
Key Takeaways
Proven Technology Platforms
FY25 strengthened the commercial validation of Clean TeQ’s IP platforms. MBIX, ATA®, and NematiQ Graphene Membranes continued to demonstrate reliable outcomes across diverse water and resource challenges, confirming their adaptability at scale.
Execution Builds Momentum
From pilots to multi-million-dollar contracts, project delivery in FY25 demonstrated the ability to scale from test work to execution: A critical proof point for investors assessing long-term growth.
Global Expansion of Australian Innovation
Australia-led innovation is gaining traction worldwide. With projects advancing in Europe and other key global regions, FY25 underscored the adaptability of Clean TeQ’s technologies across freshwater, critical metals, and mine tailings markets.
IP-Driven Growth Model
Clean TeQ is applying its IP like major tech firms – through licensing, partnerships, and systemisation – unlocking global scalability without proportional cost increases.
Market Forces Driving Demand
Tightening discharge regulations, increasing water scarcity, and the adoption of circular economy principles are creating stronger demand for high-performance treatment technologies in key regions.
Strong Pipeline Going Into FY26
While FY25 revenue was similar to the previous year, gross margin increased. With a robust pipeline, Clean TeQ enters FY26 with a clear foundation for growth, underpinned by projects in water treatment, tailings dewatering, and resource recovery.
Key Questions Addressed
The Q&A session also covered topics central to investor priorities:
- Sunrise Scandium Plant – What is the potential benefit to Clean TeQ Water (CNQ)?
- ATA® Technology – When is significant cash flow expected?
- Kamoa-Kakula Project – What is the current status?
In addition, Peter Voigt addressed questions on cash flow timing, funding runway, and the size and conversion of the project pipeline, as well as the potential for strategic partnerships and M&A to accelerate growth.
Outlook
For FY26 and beyond, Mr Voigt emphasised three drivers of growth for Clean TeQ: building repeatability by expanding within existing customers and markets; accelerating licensing and partnering to convert interest into IP-based revenue; and pursuing scale by unlocking new channels without material cost base growth.