Slide 1: Global leader in smart security and sensing technologies
For personal use only Global leader in smart security and sensing technologies FY25(F) Flash Report AVA RISK GROUP 15 July 2025
Slide 2: Global leader in risk management technologies
GLOBAL LEADER IN RISK MANAGEMENT TECHNOLOGIES Protecting high value assets and critical infrastructure globally DETECT ILLUMINATE ACCESS For personal use only Fibre optic intrusion Security and intruder High security access detection systems detection equipment control technology • Access control re
Slide 3: Sensing beyond security
SENSING BEYOND SECURITY Building on success in existing deployments in multiple infrastructure types For personal use only USE OF SOLUTIONS FOR SENSING APPLICATIONS Example of solutions at a correctional facility • Identifying and responding to a threat at the perimeter, or within a facility. • Mana
Slide 4: FY25(F) Unaudited Financial Flash Report
FY25(F) UNAUDITED FINANCIAL FLASH REPORT Meaningful progress in delivering on key growth metrics For personal use only • Revenue up 5% underpinned by improved Revenue EBITDA1 Gross Margin Detect performance. $31.6m $2.0m 64% • Increased Gross Margin with Detect revenue driving gross margin improveme
Slide 5: Group Financial Summary
GROUP FINANCIAL SUMMARY Revenue growth and stable operating base driving positive EBITDA result • Moderate revenue growth of 5% driven by improved Detect performance which is up 15% For personal use only $m FY2024 FY2025* Movement compared to previous year Total Revenue 30.2 31.6 1.4 • Improved gros
Slide 6: FY25(F) Revenue Bridge
FY25(F) Revenue Bridge Previous revenue guidance for FY25 of $35 - $38 million For personal use only • Expected revenue shortfall to the guidance provided on 30 April 2025 of $3.4m to $6.4m driven by: Sydney infrastructure project pending finalisation of some contractual $1.2 million arrangements be
Slide 7: Strategy & Outlook
For personal use only STRATEGY & OUTLOOK
Slide 8: Driving growth in FY26 and beyond
DRIVING GROWTH IN FY26 AND BEYOND Building on our market verticals and geographies with sophisticated global partners DETECT SALES OPPORTUNITY PIPELINE (A$M) For personal use only Proven technology • Aura Ai-X • LoRa Connect wireless system High Probability 13.9 • Cobalt YD30 series • Growing recurr
Slide 9: High quality partner and end user base
HIGH QUALITY PARTNER AND END USER BASE Strong network of OEM and distributor relationships worldwide For personal use only 9
Slide 10: Strong growth catalysts in each segment
STRONG GROWTH CATALYSTS IN EACH SEGMENT Developing sales pipeline in key industry verticals and growing recurring revenue base For personal use only • Aura AI-X: solution of choice for protection of critical infrastructure worldwide DETECT • Added three new platforms to support growth • Expanding so
Slide 11: Strong growth outlook leverages existing cost base
STRONG GROWTH OUTLOOK LEVERAGES EXISTING COST BASE Substantial opportunity remain in core markets to drive growth throughout FY26 Drivers of growth in FY26: For personal use only $m FY2024 FY2025* Movement • Expected revenue growth of 20%+ in FY26 based on strong sales pipeline Total Revenue 30.2 31
Slide 12: Compelling case for investment
COMPELLING CASE FOR INVESTMENT Leading technology with scalable model and organisational capability to support growth plans TRACK RECORD OF GROWTH AND RESULTS STRONG COMPETITIVE ADVANTAGES For personal use only • FY25(F) revenue growth of 5% • Defensible competitive position and investments • High g
Slide 13: Corporate Snapshot
CORPORATE SNAPSHOT Key Metrics For personal use only Top 20 Holdings (at 4 July 2025) Nam e Balance % Market capitalisation $30.5M Bell Potter Nominees Ltd 31,950,717 11.0% (as at 14 July 2025) BNP Paribas Noms 16,029,624 5.5% Mr Stephen Ross Carew 15,000,000 5.2% Share price HSBC Custody Nominees 1
Slide 14: Questions
For personal use only QUESTIONS Investor enquiries: alexandra.abeyratne@sodali.com
Slide 15: Forward Looking Statements
FORWARD LOOKING STATEMENTS For personal use only This presentation is given on behalf of Ava Risk Group Limited (AVA) Information in this presentation is for general information purposes only, and is not an offer or invitation for subscription, purchase, or recommendation of securities in AVA. Certa