Q4 FY26 Quarterly Activities Report & Appendix 4C

In our June 2026 Quarterly Report, Carbonxt Group Ltd announced a two-stage balance sheet restructuring with its major shareholder Phelbe Pty Ltd and senior lender Pure Asset Management, providing up to A$11 million in cash injection. This restructuring aims to reduce senior debt, with positive year-to-date operating cash flow and EBITDA maintained, along with strong customer receipts. The Kentucky facility is progressing towards commercial production, with kiln finalization and commissioning underway.

The US EPA regulatory momentum continues to support demand for Carbonxt's activated carbon products, with new state funding and settlements reinforcing long-term demand outlook. The Company's strategic outlook remains positive, with operational momentum and profitability on track.

We invite investors to engage with us for further insights and information on our financial activities and outlook. Feel free to reach out with any questions or clarifications regarding our quarterly report.

Warren Murphy

Managing Director, Carbonxt Group Ltd