Talius Group Limited · ASX:TAL
Talius — Shareholder Meeting (May 2026)
20 slides from Talius's shareholder meeting presentation, May 28, 2026
Slide 1: Annual General Meeting 2026
ASX: TAL I n ve s t or P r e s e n tation For personal use only Annual General Meeting 2026 28 May 2026 Aged care's operating system. Built for the new Act. www.talius.com.au
Slide 2: Important Information & Disclaimer
Important Information & Disclaimer IMPORTANT NOTICE This presentation has been prepared by the management of Talius Group Limited (the ‘Company’) in connection with meetings with private and institutional investors, and not as specific advice to any particular party or person and without taking into
Slide 3: Chairman's message
Chairman’s message FY2025 was a year of meaningful transformation for Talius. We continued our strategic pivot from a hardware-led model toward a recurring, high-margin Subscription business – and the results are starting to speak for themselves. The hardware remains a critical part of data collecti
Slide 4: Australia's 85+ cohort — annual additions triple over the next 10 years
Australia’s 85+ cohort — annual additions triple over the next 10 years Net annual additions to the Australian population aged 85+, 1971–2071 2032 peak +62k/yr 70,000 AUSTRALIANS AGED 85+ Note: annual additions peak in 2032 — but the total 85+ population continues growing through 2071 (cumulative in
Slide 5: Yet there's not enough people available to care for them...
Yet there's not enough people available to care for them... The workforce squeeze is intensifying the technology imperative THE WORKFORCE SQUEEZE 110,000 ~25% A structural shortage A revolving door For personal use only Australia's projected shortfall of Aged care providers lost over 10,000 direct a
Slide 6: Talius is a pure-play technology platform purpose-built for the aged care continuum
Talius is a pure-play technology platform purpose-built for the aged care continuum INVESTMENT THESIS Talius converts mandated digital compliance and structural workforce shortage into high-margin, contracted recurring revenue across the For personal use only care continuum. WHY NOW WHY TALIUS THE F
Slide 7: The only platform combining real-time sensor data, CSIRO-validated analytics and automated compliance workflows
For personal use only The only platform combining real-time sensor data, CSIRO- validated analytics and automated compliance workflows for the aged care continuum
Slide 8: Product video link
For personal use only Investors can view this video via the link below: https://youtu.be/nXq0EhqKS_E?si=nAea9mpalLd4m-TB
Slide 9: The Talius One Platform
The Talius One Platform One platform. Every signal. Auditable care For personal use only WHY PARTNERS CHOOSE TALIUS VALIDATED IMPACT 139-bed residential aged care facility ✓ Confidence under scrutiny ✓ One trusted version of the truth 23% reduction in resident falls 25% reduction in unsafe night- 20
Slide 10: Corporate snapshot: Board of Directors
Corporate snapshot Board of Directors Ramsay Carter Graham Russell Pat Howard Greg Kennish Stephen Norris Non-Executive Chairman Founder & Executive Managing Director & Non-Executive Director Non-Executive Director Director, Strategy & Growth Chief Executive Officer For personal use only >20 years’
Slide 11: FY2025 financial highlights
FY2025 financial highlights Transformation delivering improved margins and recurring revenue growth Key Takeaways For personal use only Annual Recurring Revenue Operating Cash Flow 1. Active Subscriptions: Active Subscriptions 20% YoY growth 51,150+ $3.3M Positive demonstrates accelerating platform
Slide 12: Recurring revenue momentum
Recurring revenue momentum Strong growth in Annualised Recurring Revenue (ARR) driven by subscription adoption Active Subscriptions 51,150+ Growing For personal use only Active devices on the Talius platform as of 31 Dec 2025. Average Price Per Subscription ~$64.50 Growth Drivers customer retention
Slide 13: Pricing and financial model
Pricing and financial model Land-and-expand model with high-margin recurring revenue Revenue & Margin Profile CASE STUDY: ARP DEAL HARDWARE MARGIN SOFTWARE MARGIN Melody Park & Victoria Point For personal use only ~30% ~70% TOTAL CONTRACT VALUE Gross margin on device Gross margin on subscription $56
Slide 14: Financial snapshot
Financial snapshot FY2025 vs FY2024 — Hardware is the source of data; Talius focused on higher margin subscription revenue NET LOSS IMPROVEMENT Metric FY2025 FY2024 55% For personal use only Total Revenue $7.66M $11.15M YoY reduction in net loss ($3.22M → $1.46M) Software Revenue $3.17M $2.66M Hardw
Slide 15: ASX Listed Peer Comparison
ASX Listed Peer Comparison ASX-listed companies. One sector. Talius trades at a discount to both sector peers on every relevant metric TAKEAWAYS METRIC TAL ICR AHC 1 High ARR. Lowest multiple. Recurring revenue (ARR) $3.3M $99k¹ N/A⁵ TAL has 33x more recurring revenue than ICR, yet trades at ~5x ARR
Slide 16: Market expansion across the care continuum
Market expansion across the care continuum Unified platform spanning from preventative home care to acute hospital settings NEW VERTICAL For personal use only Home Care Retirement Living Aged Care Childcare Hospitals Preventative monitoring Independent living with High-acuity residential Safety moni
Slide 17: Customer wins and strategic pilots
Customer wins and strategic pilots Expanding footprint across key verticals with premium operators New Contract Wins Strategic Pilots For personal use only Hato Hone St John Uniting Care Home Care Major contract win with leading emergency ambulance service provider, Premium home care pilot leveragin
Slide 18: FY2026 strategic priorities
FY2026 strategic priorities Execution roadmap to drive scalable growth and sustainable cashflow For personal use only Primary Objectives Scalable Growth and Sustainable Cashflow Driven by increasing high-margin software revenue mix vs hardware. Supported by disciplined cost management and operationa
Slide 19: Talius: investment summary
Talius: investment summary Compelling investment thesis supported by strong fundamentals and growth catalysts Scalable Growth and Sustainable Cashflow Recurring Revenue Growth Achieved 55% reduction in net loss in FY25 and positive operating cash Rapidly scaling high-margin subscription revenue with
Slide 20: Talius Group Limited
For personal use only Talius Group Limited ASX: TAL www.talius.com.au investors@talius.com.au Unit 1 & 2, 212 Curtin Avenue West, Eagle Farm, Queensland, 4009 20