SCIDEV LTD (SDV) - SciDev's Strategic Pivot: Transforming Industrial Water Challenges into Opportunity

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Water is our most precious resource, yet industries worldwide face increasingly complex challenges in using it efficiently and responsibly. In this fascinating conversation with Seán Halpin, Managing Director & CEO of SciDev Limited (ASX: SDV), we explore how this Australian company is revolutionising water treatment across multiple sectors with proprietary technologies that deliver both environmental and economic benefits.
Seán reveals SciDev's dual-focused business model spanning Chemical Services and Water Technologies, united by a compelling purpose: solving industry's most complex water problems. The company helps heavy industry reduce fresh water consumption, promote efficient water use, minimise contaminated water production, and repair legacy environmental damage across mining, energy, infrastructure, remediation and defence sectors.
Despite FY25 being what Seán describes as a "pivotal year" with strategic wins rather than dramatic financial growth, the future looks exceptionally bright. With FY26 revenue guidance of $120-140 million, improved gross margins of 28%, and significant contract wins in Q4, SciDev is positioned for substantial growth. Particularly exciting is their CatChek product for the oil and gas industry, which saw 46% year-on-year growth and secured a master services agreement in the Permian Basin.
Perhaps most intriguing is SciDev's FluorofIX technology tackling PFAS contamination—the "forever chemicals" creating environmental havoc worldwide. Seán reveals the European remediation market alone could be worth an astonishing 2-3 trillion USD. With contracts already secured across Australia, Europe and with the US Department of Defense, SciDev stands at the forefront of solving one of our era's most pressing environmental challenges.
Listen now to discover how SciDev is transforming industrial water challenges into opportunities and why this Australian innovator deserves a spot on your investment watchlist.

Chapters

1. SCIDEV LTD (SDV) - SciDev's Strategic Pivot: Transforming Industrial Water Challenges into Opportunity (00:00:00)

2. Introduction to SciDev and Seán Halpin (00:00:05)

3. FY25 Performance and FY26 Outlook (00:01:39)

4. CatChek Product and US Energy Growth (00:03:05)

5. PFAS Remediation and FluorofIX Technology (00:06:06)

6. Australian Water Technologies Division (00:07:43)

7. Governance and Future Outlook (00:09:17)

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