Decidr Ai Industries Ltd · ASX:DAI
Decidr Ai Industries — Q3 FY26 Earnings Presentation
22 slides from Decidr Ai Industries's earnings presentation, May 1, 2026
Slide 1: Q3 FY26 Investor Webinar Presentation
ASX Release 1 May 2026 Q3 FY26 Investor Webinar Presentation Decidr AI Industries Ltd (ASX: DAI) (“DAI”, “DAI Industries” or “the Company”), an agentic AI enablement group and 100% owner of Decidr.ai Pty Ltd (“Decidr”) and Sugarwork, Inc. (“Sugarwork”) via Decidr US, provides the accompanying invest
Slide 2: About Decidr AI Industries (ASX:DAI)
About Decidr AI Industries (ASX:DAI) Decidr AI Industries (ASX: DAI) is an agentic transformation group building and scaling portfolio companies that enable organisations to systematically organise, execute, and distribute work using enterprise-grade agentic systems. The Company’s strategy addresses
Slide 3: FY26 Q3 Webinar: Building the Orchestration Layer for the Agentic economy
For personal use only FY26 Q3 Webinar Building the Orchestration Layer for the Agentic economy WEBINAR PRESENTER TICKER APRIL 2026 David Brudenell - Chair ASX: DAI 1 ’
Slide 4: Important information
Important information The forward-looking statements included in these materials involve No representation, warranty or assurance (express or implied) is given or subjective judgement and analysis and are subject to significant made in relation to any forward-looking statement by any person (includi
Slide 5: Decidr builds the orchestration layer for the agentic economy
Decidr builds the orchestration layer For personal use only for the agentic economy AI investment has concentrated on infrastructure and intelligence, but value will accrue to the orchestration layer that governs decisions, compliance, and economic coordination. Decidr is building that layer for ent
Slide 6: Decidr is positioned in a new critical market
Decidr is positioned in AI Applications a new critical market Orchestration Companies require determinism with all business activities. Decidr is a first mover in offering a standardised, federated and enterprise-grade For personal use only Foundation Models operating system to manage LLMs, Apps and
Slide 7: The coordination layer is unclaimed. DAI is building it.
The coordination layer is unclaimed. DAI is building it. We sell sovereign-grade AI orchestration to enterprises who can't fully trust US hyperscalers. For personal use only 1 CAPTURE Frontier labs have left the model layer and are colonising Sugarwork • Embedded Partnerships the application layer —
Slide 8: The lab-to-vertical land grab
The lab-to-vertical land grab. Anthropic & OpenAI product releases targeting specific industry verticals — Oct '24 → Apr '26 ANTHROPIC 7 vertical plays · 18 months OPENAI 9 vertical plays · 18 months M AY ' 2 5 Claude Code Engineers JA N ' 2 5 Operator Web browsing agent $2.5B ARR by Feb '26 General
Slide 9: Three forces converging in a 12-month window
Three forces converging in a 12-month window 01 02 03 Sovereign AI budgets Pilot fatigue is real Vertical land grab is on For personal use only unlocking 95% 16 $2T of GenAI pilots fail to reach production vertical product launches by Anthropic + in committed sovereign infrastructure OpenAI in 18 mo
Slide 10: One product story: Capture → Coordinate → Compound
One product story: Capture → Coordinate → Compound 01 02 03 For personal use only CAPTURE COORDINATE COMPOUND Sugarwork + Embedded Partnerships DecidrOS Agentic Graph Knowledge-capture • Ecosystem Led Schema-driven agent orchestration & Pre-boarded knowledge-node • Growth via embedded partner workfl
Slide 11: Top 5% of SaaS trajectories
Top 5% of SaaS trajectories Annualised revenue exit rate has doubled in the most recent quarter - five quarters of growth in Australian test market 8M A$8.06m For personal use only Annualised exit rate at 31 March 2026 More than 2x the prior quarter 2.2x 4M Q3 FY26 over Q2 FY26 QoQ growth 3M 2M 8.9x
Slide 12: Revenue pathways & progress
Revenue pathways & progress BetaOS Embedded Partners Commercial Resellers Sugarwork For personal use only Early Adopters; Co-build agentic apps Reselling Sugarwork & Making tacit for partner distribution Decidr to enterprise knowledge explicit “V1 purchasers Seeding I Commercialising Emerging Growth
Slide 13: New Partnerships
New Partnerships For personal use only Singapore-headquartered SAP and IT services New York–based private equity consulting and AI consulting and software development consultancy, recently acquired by Tokyo- executive search firm (founded 2016, 130+ agency 150 people) with an explicit mission based
Slide 14: Sovereignty is becoming a buying criterion
Sovereignty is becoming a buying criterion Public data, regulatory action and enterprise budgets have aligned around a single question: where does your reasoning happen? For personal use only US US 43% 60% $200B $100B Expected sovereign AI Multinational firms Pledged at India's AI Of employees admit
Slide 15: Token pricing & IP leakage are making enterprises think about knowledge security
Token pricing & IP leakage are making enterprises think about knowledge security For personal use only Knowledge Security: The enterprise category that protects an organisation's decision-structure from leakage to third-party AI models - by capturing reasoning inside a sovereign graph and training a
Slide 16: The rise and importance of Agentic Sovereignty
The rise and importance of Agentic Sovereignty As autonomous agents move from answering questions to executing decisions, the question of who owns those agents — their memory, their reasoning, and the infrastructure they run on — becomes the defining commercial and regulatory issue of 2026. For pers
Slide 17: Sugarwork and DecidrOS - one sovereign reasoning platform
15 Sugarwork and DecidrOS - one sovereign reasoning platform Sugarwork captures the enterprise's decision-structure. DecidrOS runs the deterministic agentic workflows that execute on it. Both sit inside the customer's boundary. Knowledge Security Platform Deterministic Orchestration Layer For person
Slide 18: Every decade produces a new security category. Knowledge Security is this one.
Every decade produces a new security category. Knowledge Security is this one. 1990s 2000s 2010s mid-2010s late 2010s 2020s For personal use only Knowledge Anti-virus Firewall DLP CASB XDR / SIEM Security Cloud + Foundation-model Viruses Network attacks Insider leakage SaaS sprawl fragmentation era
Slide 19: Four hard guarantees
Four hard guarantees Your data trains your model. Nobody else's. Verifiable at engineering-audit depth. Not marketed - architected. Capture stays on- Training runs in your For personal use only shore environment Deploy inside your VPC, sovereign cloud, or on-prem. LoRA/QLoRA jobs execute on infrastr
Slide 20: The Infrastructure Stack
The Infrastructure Stack Service-to-Graph GTM Agentic Graph Workflow Tacit Mapping Tasks identified Enterprises as Service Layer for for AI offloading For personal use only Enterprise Knowledge AI transformation w lower token major Graph Capture Private LLM nodes economics Training Data Tacit SaaS P
Slide 21: DAI is positioned in the two largest new global commercial sectors
DAI DAI is positioned in the two largest new global commercial sectors For personal use only AI Transformation AI Orchestration Over the next 10 years Over the next 10 years 10 s Billions 10 s Trillions 19 ’ ’
Slide 22: Q&A
For personal use only Q&A Juan Hendy Investor Relations Manager juan.hendy@decidr.ai 20