Slide 1: Quarterly Report Q2 FY26
For personal use only December 2025 Quarterly Report Q2 FY26 TRUSTED TO SAFEGUARD THE WORLD’S MOST SENSITIVE INFORMATION Authorised for release bywww.archTIS.com the Board of archTIS Limited
Slide 2: Disclaimer
Disclaimer No Warranties The material in this presentation has been prepared by archTIS Limited (“Company”). For personal use only This presentation may not be reproduced, redistributed or passed on, directly or indirectly, to any other person, or published, in whole or in part, for any purpose with
Slide 3: Q2 FY26 Quarterly Highlights
Q2 FY26 Quarterly Highlights U.S. DoD Momentum, 308% ARR Growth, Spirion Acquisition Synergies For personal use only ARR ~$16.3M up 308% PCP on Revenue of $4.6M Licensing Revenue of 83% NC Protect deployed 76% Gross margin into DoD365 expands operating production leverage environment Spirion Acquisi
Slide 4: Q2 FY26 Financial Overview
Q2 FY26 Financial Overview Q2 FY26 • ARR $16.3M For personal use only • Revenue $4.65M (Licensing 83% / Service 17%) • Gross Margin 76% • Operating Expense $6.8M (incl. Acquisition-related Cost) • Operating Cashflow ($4.1M) • Cash & Equivalents $7M *Unaudited results 4 www.archTIS.com
Slide 5: Supporting Global Scalability and Growth
Supporting Global Scalability and Growth For personal use only Momentum into U.S. DoD(W) US Expansion and Cost Synergy Milestones • Renewal of 1,0000 licenses for ongoing deployment across the • Attractive acquisition multiple of 1.25x ~$12.5M Annual recurring broader DoD warfighter network revenue
Slide 6: Market Overview – 4,500+ Vendors
Market Overview – 4,500+ Vendors • The global cybersecurity market is valued at roughly For personal use only US$300 billion in 2025. • archTIS targeted market opportunity (DSPM / DLP / DAG) – US$11 billion • Strong industry valuation/funding industry metrics with US$100M revenue • Cyera raised US$4
Slide 7: Data Security Policy Orchestration (DSPO)
Data Security Policy Orchestration (DSPO) Center Intersection: DSPO Where all three markets converge For personal use only • DSPM signals → data sensitivity, risk, classification DSPM • DLP actions → enforce, block, redact, restrict, alert Where is sensitive • DAG decisions → who / what / when / why
Slide 8: The Race to Become the “Control Plane”
The Race to Become the “Control Plane” Everyone in cybersecurity right now is trying to become a control plane for something: For personal use only Domain Emerging Control Planes Identity -> CyberArk, Okta, SailPoint, Microsoft Purview Cloud Security -> Palo Alto Prisma, Wiz, Orca Data Security (DSP
Slide 9: archTIS is the Control Plane
archTIS is the Control Plane Data-Centric DLP/ Hyper CASB/ Collaboration SaaS Identity DSPM Security Scaler SIEM SASE Microsoft Purview For personal use only Managed Access NC Protect AWS Splunk Salesforce Netskope Kojensi Entra Cloud Services Axiomatics Azure Atlassian M365/SharePoint SailPoint Pro
Slide 10: From Best of Breed to DSPO Control Plane
From Best of Breed to DSPO Control Plane For personal use only Discovery Classification Orchestration Automation Protection Encryption Collaboration • Centralised ABAC • Dynamic Access & • Add-on encryption and • Policy-Based Access • Data Source • Data type • Dynamic Policy based security policy Da
Slide 11: Horizons for Growth
3 Horizons for Growth Horizon 3 Data Security Policy Orchestration (DSPO) & Horizon 2 Innovation For personal use only Bundled Solutions & Horizon 1 Policy Orchestration Our products are all built on a Defend and Extend single platform within module the Base structures, increasing TAM and Market exp
Slide 12: Q&A
For personal use only Level 3 , 10 National Circuit Q&A Barton ACT 2600 Australia 1300 ARCHTIS +61 2 6162 2792 +61 419 528 061 www.archtis.com @arch_tis www.archTIS.com