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Q3 FY26 Quarterly Investor Webinar

Execution, Repeatability and Platform Growth

5 May 2026

The March quarter marked another step forward in Clean TeQ Water’s transition from pilot-scale deployment into larger-scale commercial execution, with multiple projects advancing across commissioning, construction and delivery phases globally.

In this investor webinar, CEO Peter Voigt discusses the growing repeatability of the company’s MBIX and ATA® platforms, improving cash flow performance, expanding reference sites, and several near-term catalysts expected to shape the next stage of growth – including Sunrise, ATA® commercial deployment opportunities, and continued momentum across the European nutrient removal market.

Watch the full webinar below.

Key Takeaways

Financial Position Strengthened

The March quarter saw continued improvement in Clean TeQ Water’s financial position, with customer receipts increasing 16% on the previous quarter and the company delivering positive operating cash flow.

Progression Across the Portfolio

Nyrstar Phase 2 moved into execution, Enva entered commissioning, and the Heathgate uranium project reached practical completion, expanding Clean TeQ Water’s portfolio of operating reference sites.

MBIX Platform Scaling Globally

Six active projects across five countries, all based on the one MBIX platform configured for each application, demonstrates the repeatability Moving Bed Ion Exchange across water treatment, critical minerals and resource recovery.

ATA® Advancing Toward Commercial Deployment

Clean TeQ Water completed its first standalone FEED contract for ATA® during the quarter, marking an important step in the technology’s commercial development pathway.

Multiple Near-Term Catalysts Emerging

Sunrise FID progression, ATA® advancement, Rio Tinto construction and continued DLE pilot work in the Middle East highlighted as key milestones heading into FY27.

European Nutrient Removal Pipeline Expanding

Clean TeQ Water continues building its European nutrient removal pipeline around PHOSPHIX® and BIONEX®, targeting growing demand for advanced wastewater treatment solutions across the region.

Key Questions Addressed

The Q&A session also covered topics central to investor priorities:

  • Sunrise Scandium Plant – How could the proposed expansion case impact future contract scope for Clean TeQ Water?
  • HIROX® Technology – What is the status of the Middle East pilot deployment and broader commercial pathway?
  • Pipeline – How is the company’s European and engineering pipeline continuing to develop?
  • Arafura Project – How is the project progressing and what work is Clean TeQ Water currently undertaking?

Outlook

For Q4 FY26, and heading into FY27, Mr Voigt positioned the business at a stage where multiple years of platform development, piloting and reference site delivery are increasingly translating into larger-scale commercial execution opportunities.

“The work coming to us is getting bigger. It’s more valuable and it’s more repeatable. The financials are starting to reflect that. The portfolio is maturing and the platforms – both the MBIX and the ATA® – are no longer concepts. They’re really commercial businesses with paying customers in multiple countries.”
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