AEERIS LTD — Interim / Quarterly Report 2026

Oct 29, 2025

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ASX Release: 30 October 2025
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AEERIS LTD

30 October 2025

Quarterly Activities Report for the period ended 30 September 2025

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Highlights

• Total Receipts - $1,050,206

• Receipts from Customers - $1,041,713

• Total Revenue: $ 1,211,590 (up 13% year on year)

• ARR - $3,541,706 (up 13% year on year)

• Proprietary system AWARE[TM] now fully deployed

Aeeris Ltd ( Aeeris or the Company ) continues to build on the strong strategic momentum achieved at the end of FY25, delivering a profitable quarter and advancing its transition into a fully proprietary technology business. With the successful launch of the AWARE[TM] system on 1 July 2025, Aeeris has enhanced the speed, precision, and scalability of its operations, enabling the Company to meet growing demand for Severe Weather & Natural Hazard risk solutions across Australia’s insurance, infrastructure, and government sectors. While investment continues to support innovation and long-term capability, the Company remains disciplined in its approach and focused on driving sustainable, high-margin growth.

During the quarter, Aeeris successfully completed its annual ISO 27001 review. COO James Harris commented on the recertification recommendation, saying, “Our customers operate in critical industries and rely on us to maintain the highest standards of data security and system integrity. ISO 27001 sets us apart from vendors who have not attained this standard, and reinforces Aeeris’ position as a trusted partner, now and into the future.”

CEO and Founder Departure

During the quarter, the Company announced the departure of Founder and CEO, Kerry Plowright, who, alongside his wife Margo, has been instrumental in building Aeeris from concept to a market-leading environmental intelligence company.

The Board and Company extends its sincere thanks to Kerry and Margo for their many years of dedication, innovation, and leadership. Their legacy endures in the Company’s technology, people, and purpose.

PO Box 1915, Kingscliff NSW 2487 | Level 8, 210 George Street, Sydney NSW 2000 Australia Phone: +61 2 6674 2711 www.aeeris.com

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The Board has commenced planning for the appointment of a new Chief Executive Officer, with the process focused on ensuring strong leadership and alignment with the Company’s long-term growth strategy.

Aeeris now enters an exciting new phase, building on this foundation to accelerate growth, deepen customer partnerships, and cement its role as Australia’s leader in severe weather and natural hazard data.

Financial Overview

Aeeris delivered a profitable first quarter, recording revenues of $1,211,590. This is an increase of 13% on the same time last year where, traditionally Q1 is a slow quarter for new customer generation.

Aeeris continues to have a strong balance sheet with no debt and a strong future sales pipeline in the verticals it is targeting. The Company is currently finalising its FY2025 R&D Tax Incentive Return which is expected to be lodged this quarter.

Recurring revenues remain robust, with the Company maintaining a solid Annual Recurring Revenue ( ARR ) position and securing new contracts in transport, mining and energy sectors.

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ARR
(% change on previous quarter)
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PO Box 1915, Kingscliff NSW 2487 | Level 8, 210 George Street, Sydney NSW 2000 Australia Phone: +61 2 6674 2711 www.aeeris.com

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	30/09/2024	30/06/2025	30/09/2025	% Change	% Change
ARR & ARPC	Q1 FY25	Q4 FY25	Q1 FY26	PCP	QoQ
Annual Recurring Revenue	$3,135,460	$3,523,875	$3,541,706	13.0%	0.5%
Annual Revenue per Customer	$17,419	$19,151	$19,248	10.5%	0.5%
	30/09/2024	30/06/2025	30/09/2025	% Change	% Change
Cash Summary	Q1 FY25	Q4 FY25	Q1 FY26	PCP	QoQ
Receipts from Customers	$842,067	$1,174,223	$1,041,713	23.7%	-11.3%
Payments to Suppliers	$1,192,176	$1,213,517	$1,260,258	5.7%	3.9%
Interest Income	$18,119	$11,347	$8,493	-53.1%	-25.1%
Cash at Hand	$1,569,647	$1,279,661	$1,069,610	-31.9%	-16.4%
Cash & Accounts Receivable	$2,019,348	$1,723,295	$1,467,650	-27.3%	-14.8%

Operational Review

On 1 July 2025, Aeeris officially launched its proprietary AWARE[TM] (Australian Weather and Risk Environment) system. Developed entirely in-house, AWARE[TM] represents the future of Aeeris’ technology stack, delivering:

• Faster alert dissemination

• Enhanced automation and accuracy

• Improved user experience and client satisfaction

AWARE[TM] serves as the foundation of Aeeris’ technology evolution, enabling scalability, AI integration, and real-time insight capabilities that underpin the Company’s long-term strategy to lead the severe weather and natural hazard intelligence market.

Customer Growth and Partnerships

Aeeris welcomed Insurance Advisernet Australia as a new customer during the quarter, a significant milestone in realising another customer in one of the Company’s key target market goals within the insurance and broking sector. This partnership reflects growing industry confidence in Aeeris’ proprietary data, reliability, and service quality.

Aeeris is in active discussions with several major renewable energy organisations, exploring partnerships to integrate advanced risk data into their asset protection and operations frameworks. This is an important step in expanding Aeeris’ presence in the global renewables market.

The Company’s commitment to innovation drives constant enhancement of forecasting models, alerting systems, and reporting processes, ensuring clients receive the most precise

PO Box 1915, Kingscliff NSW 2487 | Level 8, 210 George Street, Sydney NSW 2000 Australia Phone: +61 2 6674 2711 www.aeeris.com

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and timely information available. This dedication to excellence is reflected in Aeeris’ ISOcertified quality management systems, which reinforce Aeeris’ focus on accuracy, accountability, and service consistency.

Innovation and Future Growth

Aeeris continues to develop new technologies that align with its mission to be a global leader in severe weather risk mitigation. Ongoing R&D investments focus on predictive analytics, automation, and severe weather-resilient infrastructure intelligence.

Aeeris remains committed to building shareholder value through innovation, client success, and scalable recurring-revenue growth.

Business Activities and Expenditures

Payments made to related parties during the quarter were for directors’ fees and consultancy expenses, consistent with prior quarters.

As with previous years, Q1 payments included recurring annual commitments for data acquisition costs, ASX listing fees and bi-annual payroll tax. The final contractual payment for external weather services supplied during the month of June was also paid this quarter.

This announcement has been approved and authorised for release by the Board of Aeeris Ltd.

Direct Enquiry Public Relations Bryce Reynolds Emily Vernon Non-Executive Chairman Marketing Manager Aeeris Ltd Aeeris Ltd emily.vernon@ewn.com.au

About Aeeris

Aeeris Ltd (ASX: AER) is a leading Environmental Services company specialising in the delivery of weather and climate intelligence through its subsidiaries, Early Warning Network (EWN) and Climatics. The Company's mission is to excel in early environmental warnings and pioneering hazard reduction technologies, empowering asset owners and managers across diverse industries to proactively mitigate risk and safeguard life. Aeeris unites the strengths of EWN and Climatics to deliver cutting-edge services are at the forefront of innovation and renowned for their unwavering accuracy.

PO Box 1915, Kingscliff NSW 2487 | Level 8, 210 George Street, Sydney NSW 2000 Australia Phone: +61 2 6674 2711 www.aeeris.com

Rule 4.7B

Appendix 4C

Quarterly cash flow report for entities subject to Listing Rule 4.7B

Name of entity

AEERIS LTD ABN 18 166 705 595

Quarter ended (“current quarter”) 30 September 2025

Consolidated statement of cash flows	Current quarter $	Year to date (3 months) $
1. Cash flows from operating activities 1.1 Receipts from customers 1.2 Payments for (a) research and development (b) product manufacturing and operating costs (c) advertising and marketing (d) leased assets (e) staff costs (f) administration and corporate costs 1.3 Dividends received (see note 3) 1.4 Interest received 1.5 Interest and other costs of finance paid 1.6 Income taxes paid 1.7 Government grants and tax incentives 1.8 Other (provide details if material) 1.9 Net cash from / (used in) operating activities	1,041,713 - (350,130) (23,569) - (777,069) (54,139) - 8,493 (549) (52,115) - (2,686)	1,041,713 - (350,130) (23,569) - (777,069) (54,139) - 8,493 (549) (52,115) - (2,686)
	(210,051)	(210,051)
2. Cash flows from investing activities 2.1 Payments to acquire or for: (a) entities (b) businesses (c) property, plant and equipment (d) investments (e) intellectual property (f) other non-current assets	- - - - - -	- - - - - -

ASX Listing Rules Appendix 4C (17/07/20) + See chapter 19 of the ASX Listing Rules for defined terms.

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Appendix 4C Quarterly cash flow report for entities subject to Listing Rule 4.7B

Consolidated statement of cash flows	Consolidated statement of cash flows	Current quarter $	Year to date (3 months) $
2.2 Proceeds from disposal of: (a) entities (b) businesses (c) property, plant and equipment (d) investments (e) intellectual property (f) other non-current assets 2.3 Cash flows from loans to other entities 2.4 Dividends received (see note 3) 2.5 Other (provide details if material) 2.6 Net cash from / (used in) investing activities		- - - - - - - - -	- - - - - - - - -
		-	-
3. Cash flows from financing activities 3.1 Proceeds from issues of equity securities (excluding convertible debt securities) 3.2 Proceeds from issue of convertible debt securities 3.3 Proceeds from exercise of options 3.4 Transaction costs related to issues of equity securities or convertible debt securities 3.5 Proceeds from borrowings 3.6 Repayment of borrowings 3.7 Transaction costs related to loans and borrowings 3.8 Dividends paid 3.9 Other (provide details if material) 3.10 Net cash from / (used in) financing activities		- - - - - - - - -	- - - - - - - - -
		-	-
4. 4.1 4.2 4.3	Net increase / (decrease) in cash and cash equivalents for the period Cash and cash equivalents at beginning of period Net cash from / (used in) operating activities (item 1.9 above) Net cash from / (used in) investing activities (item 2.6 above)	1,279,661 (210,051) -	1,279,661 (210,051) -

ASX Listing Rules Appendix 4C (17/07/20) + See chapter 19 of the ASX Listing Rules for defined terms.

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Appendix 4C Quarterly cash flow report for entities subject to Listing Rule 4.7B

Consolidated statement of cash flows	Consolidated statement of cash flows	Current quarter $	Year to date (3 months) $
4.4 4.5 4.6	Net cash from / (used in) financing activities (item 3.10 above) Effect of movement in exchange rates on cash held Cash and cash equivalents at end of period	- -	- -
		1,069,610	1,069,610
5. Reconciliation of cash and cash equivalents at the end of the quarter (as shown in the consolidated statement of cash flows) to the related items in the accounts		Current quarter $	Previous quarter $
5.1 Bank balances 5.2 Call deposits 5.3 Bank overdrafts 5.4 Other (provide details) 5.5 Cash and cash equivalents at end of quarter (should equal item 4.6 above)		1,069,610 - - -	1,279,661 - - -
		1,069,610	1,279,661
6. Payments to related parties of the entity and their associates			Current quarter $
6.1 Aggregate amount of payments to related parties and their associates included in item 1 102,892 6.2 Aggregate amount of payments to related parties and their associates included in item 2 - Note: if any amounts are shown in items 6.1 or 6.2, your quarterly activity report must include a description of, and an explanation for, such payments.			102,892
			-

ASX Listing Rules Appendix 4C (17/07/20) + See chapter 19 of the ASX Listing Rules for defined terms.

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Appendix 4C Quarterly cash flow report for entities subject to Listing Rule 4.7B

7. 7.1 7.2 7.3 7.4 7.5 7.6	Financing facilities Note: the term “facility’ includes all forms of financing arrangements available to the entity. Add notes as necessary for an understanding of the sources of finance available to the entity. Total facility amount at quarter end $ Amount drawn at quarter end $ Loan facilities Credit standby arrangements Other (please specify) Total financing facilities Unused financing facilities available at quarter end Include in the box below a description of each facility above, including the lender, interest rate, maturity date and whether it is secured or unsecured. If any additional financing facilities have been entered into or are proposed to be entered into after quarter end, include a note providing details of those facilities as well.	Total facility amount at quarter end $	Amount drawn at quarter end $

8.	Estimated cash available for future operating activities	$
8.1 8.2 8.3 8.4 8.5 8.6	Net cash from / (used in) operating activities (item 1.9) (210,051) Cash and cash equivalents at quarter end (item 4.6) 1,069,610 Unused finance facilities available at quarter end (item 7.5) - Total available funding (item 8.2 + item 8.3) 1,069,610 Estimated quarters of funding available (item 8.4 divided by item 8.1) 5.09 Note: if the entity has reported positive net operating cash flows in item 1.9, answer item 8.5 as “N/A”. Otherwise, a figure for the estimated quarters of funding available must be included in item 8.5. If item 8.5 is less than 2 quarters, please provide answers to the following questions: 8.6.1 Does the entity expect that it will continue to have the current level of net operating cash flows for the time being and, if not, why not?	(210,051) 1,069,610 -
		1,069,610
	Answer: N/A
	8.6.2 Has the entity taken any steps, or does it propose to take any steps, to raise further cash to fund its operations and, if so, what are those steps and how likely does it believe that they will be successful?
	Answer: N/A
	8.6.3 Does the entity expect to be able to continue its operations and to meet its business objectives and, if so, on what basis?
	Answer: N/A
	Note: where item 8.5 is less than 2 quarters, all of questions 8.6.1, 8.6.2 and 8.6.3 above must be answered.

ASX Listing Rules Appendix 4C (17/07/20) + See chapter 19 of the ASX Listing Rules for defined terms.

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Appendix 4C Quarterly cash flow report for entities subject to Listing Rule 4.7B

Compliance statement

• 1 This statement has been prepared in accordance with accounting standards and policies which comply with Listing Rule 19.11A.

• 2 This statement gives a true and fair view of the matters disclosed.

30 October 2025 Date: ...................................................................................

The Board Authorised by: ...................................................................................

(Name of body or officer authorising release – see note 4)

Notes

1. This quarterly cash flow report and the accompanying activity report provide a basis for informing the market about the entity’s activities for the past quarter, how they have been financed and the effect this has had on its cash position. An entity that wishes to disclose additional information over and above the minimum required under the Listing Rules is encouraged to do so.

2. If this quarterly cash flow report has been prepared in accordance with Australian Accounting Standards, the definitions in, and provisions of, AASB 107: Statement of Cash Flows apply to this report. If this quarterly cash flow report has been prepared in accordance with other accounting standards agreed by ASX pursuant to Listing Rule 19.11A, the corresponding equivalent standard applies to this report.

3. Dividends received may be classified either as cash flows from operating activities or cash flows from investing activities, depending on the accounting policy of the entity.

4. If this report has been authorised for release to the market by your board of directors, you can insert here: “By the board”. If it has been authorised for release to the market by a committee of your board of directors, you can insert here: “By the [ name of board committee – eg Audit and Risk Committee ]”. If it has been authorised for release to the market by a disclosure committee, you can insert here: “By the Disclosure Committee”.

5. If this report has been authorised for release to the market by your board of directors and you wish to hold yourself out as complying with recommendation 4.2 of the ASX Corporate Governance Council’s Corporate Governance Principles and Recommendations , the board should have received a declaration from its CEO and CFO that, in their opinion, the financial records of the entity have been properly maintained, that this report complies with the appropriate accounting standards and gives a true and fair view of the cash flows of the entity, and that their opinion has been formed on the basis of a sound system of risk management and internal control which is operating effectively.

ASX Listing Rules Appendix 4C (17/07/20) + See chapter 19 of the ASX Listing Rules for defined terms.

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