| Schedule of Related Party Transactions |
| | | | | | | In thousands | | March 31, 2026 | | September 30, 2025 | Accounts receivable | | $ | 14,569 | | $ | 26,615 | Unbilled receivables | | | 122,965 | | | 174,133 | Total receivables from related parties | | $ | 137,534 | | $ | 200,748 | Advances to suppliers | | $ | 5,426 | | $ | 9,603 | Accounts payable | | | 829 | | | 4,985 | Deferred revenue | | | 66,379 | | | 79,916 | Accruals and provisions | | | 980 | | | 6,353 | Other current liabilities | | | — | | | 301 |
| | | | | | | | | | | | | | | Three Months Ended March 31, | | Six Months Ended March 31, | In thousands | | 2026 | | 2025 | | 2026 | | 2025 | Revenue (a) | | $ | 40,165 | | $ | 167,211 | | $ | 222,397 | | $ | 237,800 | Cost of goods and services (b) | | | 1,730 | | | 23,974 | | | 8,945 | | | 26,854 | Research and development expenses | | | — | | | 4 | | | 8 | | | 4 | Sales and marketing | | | 61 | | | — | | | 79 | | | — | General and administrative expenses | | | 378 | | | 397 | | | 1,938 | | | 1,111 |
| (a) | Revenue from AES and its affiliates was approximately $39.8 million and $166.9 million for the three months ended March 31, 2026 and 2025, respectively. Revenue from AES and its affiliates was approximately $221.9 million and $235.6 million for the six months ended March 31, 2026 and 2025, respectively. |
| (b) | Represent purchases from related parties that are included in costs of goods and services and are not associated with the revenue listed in the table above. |
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