Announcement PDF FY21 Results Presentation ASX:FOS FY21 Highlights $ 8.1M $0.96M $ 3.8M Sales +47% PBT (pre ipo exp) Order book +164% Acquisition JSB Lighting $ 2.2M ASX listed Reduced JSB cost base IPO raised $3m Pixon Technology Appointed exclusive distributor 47 Employees +80% FY21 Operational Update • JSB integration complete • Subleased JSB factory to new tenant & relocated to FOS factory • Vacated/relocated 6 other office/warehouses • Merged JSB & FOS IT systems and now operating as one company • Completed sale of Intralux inventory • Cost of restructure $0.75 million • JSB cash on acquisition $1.19 million used to fund restructure & paydown liabilities • FOS order book at record high $3.8 million with increasing pipeline • Employed 5 new senior sales executives across Melbourne, Sydney and Brisbane • Continued product development & expansion of ranges • FOS appointed exclusive distributor to Pixon Technology LED display screens • This creates a new product vertical Financials P&L ($m) FY21 FY20* Balance Sheet ($m) FY21 FY20 Sales 8.1 5.5 Cash & Receivables 5.27 2.01 PBT (excl ipo costs) .96 .4 Stock, P&E, Other 5.71 2.87 IPO costs .17 .19 Total Assets 10.98 4.88 PBT .90 .21 Payables 1.6 .8 PAT .78 .12 Other 2.46 1.19 EPS 1.7c n/a Total Liabilities 4.06 1.99 Net Assets 6.92 2.89 *FOS Lighting Group FY21 Comparative analysis Sales by Region FY20 QLD 56% NSW 4% Import vs Local Manufactured Sales by Region FY21 NSW 18% QLD 38% Imported 52% SA 2% VIC 40% VIC 34% OTHER 8% Manufactured 48% FY21 Comparative analysis Orders on Hand Active Quotes 45,000,000 4,000,000 40,000,000 3,500,000 35,000,000 3,000,000 30,000,000 $5.5M $2.8M 1,500,000 15,000,000 $4.2M $4.2M 2,000,000 20,000,000 $2.2M 1,000,000 10,000,000 500,000 5,000,000 0 $8.1M 2,500,000 25,000,000 Sales Dec 2018 Jun 2019 Dec 2019 Jun 2020 Dec 2020 Jun 2021 0 $2.0M Dec 2018 Jun 2019 Dec 2019 Jun 2020 Dec 2020 Jun 2021 $3.9M $2.7M FY2019 FY2020 1H 2H Total FY2021 Strong financial and market position Robust balance sheet • Low Capex • No Debt • $3m Cash Continued investment in • People • Products Acquisition strategy • Acquire Synergistic Business’s • Build Critical Mass Organic growth • +25% PA • Increasing national market share Manufacturing facility • Quality assurance achieved - ISO 9001 accreditation • Excess capacity for future growth Risk diversified • Broad blue-chip customer base • Geographic spread of national operations Outlook • ASX listing & JSB acquisition bedded down • National operation with 47 staff now in place poised for further growth • Experienced management team with substantial skin in the game • Strong balance sheet, debt free & $3m cash to deploy for expansion • Growing pipeline of projects with the ability to grow organically at +25% pa • Govt infrastructure spend brings additional benefits to FOS Lighting • Currently working on multiple value accretive acquisition opportunities FOS at a glance Capital Structure ASX:FOS Directors Shares on Issue 45m Non-Executive Chairman Sandy Beard Share price (24/8) 24c Managing Director Con Scrinis Market Cap $10.8m Executive Director Michael Koutsakis Cash $3m Non-Executive Director Michael Monsonego Enterprise Value $7.8m Employees 47 Net Assets $6.9m Brands 14 NA per share 15c Offices 4 EPS 1.7c Major Shareholders: SKM Investment Group (associated with executive directors) 66.67% : HGL Ltd 6.67%