Icetana Ltd. · ASX:ICE
Icetana — Investor Presentation (October 2026)
15 slides from Icetana's investor presentation, Oct 15, 2026
Slide 1: The AI that watches every camera
INVESTOR PRESENTATION · ASX: ICE · OCTOBER 2026 The AI that rsonal use only watches every camera The intelligence layer for smart buildings. Partner powered. 20,000+ 80+ 15+ ~90% cameras deployed sites countries gross margin
Slide 2: icetana AI at a glance
CORPORATE SUMMARY · ASX: ICE icetana AI at a glance rsonal use only CAPITAL STRUCTURE SHAREHOLDERS Share price 5.0c 72% 26% 32% Close, 14 October 2026 Top 20 shareholders Strategic partners Other significant shareholders Shares on issue 664,325,914 ordinary shares 664.3m Strategic partners SoftBank R
Slide 3: Too many screens, not enough eyes
THE PROBLEM Too many screens, not enough eyes rsonal use only ~50 cameras one person can effectively watch at a time 2,000+ cameras one operator can manage in real time with icetana AI and Antara Core Safety & Security takes one operator from ~50 to ~600 cameras. Antara Core extends them to over 2,0
Slide 4: Spots the unusual. Alerts within seconds.
WHAT ICETANA AI DOES Spots the unusual. Alerts within 3 seconds. rsonal use only Learns what's normal in 24 hrs For every individual camera, continuously 3 Spots unusual, dangerous or specific events Unusual or potentially dangerous events, in real time seconds Alerts your team Critical events reach
Slide 5: Private generative AI
ANTARA CORE · THE NEXT GENERATION Private generative AI rsonal use only 3 sales 2,000+ $4m Antara Core Live Illustrative interface commercial orders in cameras per operator, saved p.a. vs cloud AI 3 months real time tokens Show me any spills near the food court Equivalent to running OpenAI on your o
Slide 6: ARR $3.1m. +19% in a quarter. Antara Core opening.
PROVEN AT SCALE ARR $3.1m. +19% in a quarter. Antara Core opening. rsonal use only +19% +31% quarterly ARR growth revenue growth year on year from $2.6m to $3.1m, Jun to Sep 2026 from $1.9m (FY25) to $2.5m (FY26) Oct 25 Mar 26 Jun 26 Jun 26 Sep 26 Largest AU sale to MAF expansion Antara Core SBR Ame
Slide 7: One partner. Three sales in three months.
A CHANNEL THAT 'S ALREADY CONVERTING One partner. rsonal use only Three sales in three months. A N TA R A CO R E O R D E R S · F I V E -Y E A R T E R M S Large retail shopping centre, $199,000 NE Queensland | 1 site | Jun 2026 Holds a majority stake 100+ $419,000 One of the largest malls in the sout
Slide 8: Where icetana AI sits in a $100bn thesis
THE BIGGER PICTURE Where icetana AI sits in a $100bn thesis rsonal use only CAPITAL Reported US$100bn IPO target for Roze (SoftBank’s reported robotics/AI spinout). Product roadmap Thesis: physical AI performing work in the real world, including robotics, SoftBank Group automation and AI deployed ac
Slide 9: The market is big enough. The ambition is million cameras.
THE OPPORTUNITY The market is big enough. The ambition is 1 million rsonal use only cameras. AUSTRALIA 5 REGIONS SBR GLOBAL BASE OUR AMBITION ~250,000 est. 10-50M 1.2 billion+ 1,000,000 cameras in Australian retail property cameras across SBR territories cameras worldwide (2025) cameras under licenc
Slide 10: Prove it at home. Repeat it in the US.
DE-RISKING THE THESIS Prove it at home. Repeat it in the US. rsonal use only THE FM HYPOTHESIS THE AI HYPOTHESIS A facilities-management operator can sell and run On-premise generative AI can replace cloud AI at venue security AI inside its clients' estates. scale, privately and at a fraction of the
Slide 11: Proven. Scaling. Global.
WHY ICETANA AI Proven. Scaling. Global. rsonal use only PROVEN SCALING GLOBAL 20,000+ 3 5 cameras in real deployments, not pilots Antara Core sales in 3 months regional distribution agreements with SoftBank Robotics +31% 100+ 1.2 billion+ FY26 revenue growth, year on year shopping centres serviced b
Slide 12: Get in touch
CONTACT Get in touch rsonal use only Kevin Brown Perth office L36, 152 St Georges Terrace, Perth Chief Executive Officer WA 6000, Australia kevin.brown@icetana.ai Dubai office icetana.ai 2102 Cheddar Cheese Tower, +61 8 6282 2811 Marasi Drive, Business Bay, Dubai, UAE 12
Slide 13: Regulatory and legal
Regulatory and legal icetana Limited ACN 140 449 725 (the Company) is the issuer of this presentation. rsonal use only Forward-looking statements This presentation contains forward-looking statements. Those forward-looking statements reflect views held only as at the date of this presentation. Any su
Slide 14: Regulatory and legal (continued)
Regulatory and legal (continued) icetana Limited ACN 140 449 725 (the Company) is the issuer of this presentation. rsonal use only Reliance on presentation A recipient of this presentation must make their own assessment of the matters contained herein and rely on their own investigations and judgmen
Slide 15: Regulatory and legal (continued)
Regulatory and legal (continued) icetana Limited ACN 140 449 725 (the Company) is the issuer of this presentation. rsonal use only Not an offer This presentation is not a prospectus, product disclosure document or other offering document under Australian law (and will not be lodged with ASIC) or any