Slide 1: FY26 Results Investor Presentation
FY26 Results Investor Presentation PHARMX TECHNOLOGIES LIMITED (ASX:PHX) August 2026
Slide 2: Notice & Disclaimer
NOTICE & DISCLAIMER This presentation has been prepared by Pharmx Technologies Limited (Pharmx or Although the Company believes that the expectations reflected in the forward - the Company or PHX) . It should not be considered as an offer or invitation to looking statements included in this presenta
Slide 3: Pharmx Overview: Critical industry infrastructure
PHARMX OVERVIEW Critical industry infrastructure Dominant Position
Slide 4: One platform solution, leveraging a common data set
WHERE WE ARE NOW One platform solution, leveraging a common data set 01 02 03 EDI · Pharmx Gateway Marketplace Data & Analytics Subscription or per - account fees Invoice - linked revenues Subscription + usage fees SUMMARY Single Platform differentiates Gateway services, powers Marketplace and drive
Slide 5: Financial update
FY26 HIGHLIGHTS Financial update $7.74m, 3% above FY25 . Positive result in line with expectations. Underpinned by strong platform growth in line with strategy. FY26 FY26 FY26 8% ▲ 73 % ▲ 67 % ▲ Gateway Revenue Marketplace Revenue NZ Revenue Gateway recurring revenue increase Increase in marketplace
Slide 6: Profit & loss FY26 set strong foundations for growth
FY26 RESULTS Profit & loss FY26 set strong foundations for growth COMMENTARY #039;000 FY26 FY25 Change Var % Revenue 7,737 7,530 207 3% Operating costs (6,657) (5,922) (735) (12)% EBITDA 1,080 1,608 (528) (33)% Depreciation, Amortisation, Interest & Share - based (2,767) (1,529) (1,238) (81)% payments
Slide 7: Positive Operating Cashflow
FY26 RESULTS Positive Operating Cashflow COMMENTARY #039;000 FY26 FY25 Change Var % Receipts from customers - continuing operations 8,444 8,089 355 4% Statutory operating cashflow 825 (8,133) 8,958 (110)% Pharmx legal costs and court proceeds - 9,898 (9,898) (100)% Underlying operating cashflow incl. n
Slide 8: Growing value delivery and strong strategy execution
FY26 HIGHLIGHTS Growing value delivery and strong strategy execution VOLUME GROWTH ARPU SUPPLIER TRANSITION 13% improvement YoY in transition of suppliers 11 % ▲ +10 % ▲ to Single Platform Total GTV ARPU, Gateway 115 · 64% 2026 64 · 36% 11 % ▲ +69 % ▲ Number of Orders ARPU, Marketplace 102 · 60% 20
Slide 9: Scaling marketplace growth
FY26 HIGHLIGHTS Scaling marketplace growth TARGET COHORT TOTAL 304 % ▲ 108 % ▲ Marketplace GTV Number of Orders Growth in Active Users +200% +57% Monthly Repeat Purchase Rate* 77% 49% 17.7 7.6 Monthly Purchase Frequency* Growth in Total GTV +340% +261% Monthly spend per pharmacy* +71% +152%
Slide 10: Foundations laid in FY26 expected to convert to growth in FY27
FY26 HIGHLIGHTS Foundations laid in FY26 expected to convert to growth in FY27 01 02 03 Launch of single Defining strategic Core EDI service platform and alliance formed modernization and with Sigma vertical expansion marketplace Strong FY26 performance is expected to Strong pipeline of strategicall
Slide 11: Favourable market trends support growth
PHARMX OVERVIEW Favourable market trends support growth DEMOGRAPHICS & CHRONIC PHARMACY & MEDICINES MARKET RETAILISATION & CHANGING DISEASE TRENDS GROWTH CONSUMERS 15.4m 335m 12.9% AIHW / ABS, 2022 AIHW / PBS, 2024 –25 IMARC Group, 2025 6.7m ~50% ~20 ABS Population Projections Fonto Market Metrics,
Slide 12: FY27 is a year of execution
PHARMX FY27 FOCUS FY27 is a year of execution 01 02 03 04 05 Scale Expand EDI · Maximise Data Marketplace margins modernise the Sigma & analytics & vertically alliance expand $100m annualised GTV +$200m GTV available Expansion of suppliers Anchor distribution Partnership - led run rate to renew (+40
Slide 13: Q&A
Q&A
Slide 14: Appendix
Appendix 14
Slide 15: Capital structure
COMPANY SNAPSHOT Capital structure Capital Structure As at 20 August 2026 Major Shareholders As at 20 August 2026 Ticker Entity name Shares % Share price (20 August 2026) BNP Paribas Nominees Pty Ltd (Clearstream) 100.7m 15.12 Shares on issue Market cap (20 August 2026) BNP Paribas Nominees Pty Ltd
Slide 16: Profit & Loss
FY26 FINANCIALS Profit & Loss #039;000 FY26 FY25 Var $ Var % Revenue 7,737 7,530 207 3% Cost of sales (rebates) (1,272) (1,359) 87 (6)% Marketing (450) (347) (103) 30% Employee benefits (3,692) (3,509) (183) 5% Technology, communication and cloud costs (673) (536) (137) 26% Professional fees (846) (452
Slide 17: Cash Flow
FY26 FINANCIALS Cash Flow #039;000 FY26 FY25 FY26 FY25 Cash flows from operating activities Cash flows from financing activities Receipts from customers 8,444 8,089 Share issue transaction costs (35) - Payments to suppliers and employees (8,107) (7,397) Principal paid to lease liabilities (243) (121) P
Slide 18: Balance Sheet
FY26 FINANCIALS Balance Sheet #039;000 30 Jun 30 Jun 30 Jun 30 Jun 2026 2025 2026 2025 Current assets Current Liabilities Cash and cash equivalents 2,571 4,172 Trade and other payables 2,766 1,211 Trade and other receivables 1,894 1,117 Provisions 183 137 Income tax receivable 904 368 Lease liability 2
Slide 19: Thank you
Thank you Level 7, 1 Castlereagh Street Sydney 2000 investor.relations@pharmx.com.au