Impedimed Limited · ASX:IPD
Impedimed — Q2 FY26 Earnings Presentation
22 slides from Impedimed's earnings presentation, Jan 29, 2026
Slide 1: ASX announcement cover letter: Investor Presentation
ImpediMed Limited 1/50 Parker Court Pinkenba, QLD, 4008 Australia E: investorrelations@impedimed.com W : impedimed.com 29 January 2026 For personal use only Companies Announcements Office Australian Securities Exchange Investor Presentation ImpediMed Limited (ASX:IPD) releases the attached presentat
Slide 2: ImpediMed Q2 FY26 Results
For personal use only Impedimed Limited Q2 FY26 Results January 2026 Proprietary, do not reproduce, distribute, or excerpt without written permission from ImpediMed. ©2026 ImpediMed Limited. 1
Slide 3: Forward Looking Statements
Forward Looking Statements This presentation contains or may contain forward-looking statements that are based on ImpediMed Limited (ImpediMed) management’s For personal use only beliefs, assumptions and expectations and on information currently available to management. All statements that address o
Slide 4: Agenda
Agenda For personal use only 1 Business Overview 2 Financial Performance 3 H2 FY26 Outlook Proprietary, do not reproduce, distribute, or excerpt without written permission from ImpediMed. ©2026 ImpediMed Limited. 3
Slide 5: Business Overview
For personal use only Business Overview Proprietary, do not reproduce, distribute, or excerpt without written permission from 4 ImpediMed. ©2026 ImpediMed Limited.
Slide 6: Q2 Key Highlights
Q2 Key Highlights Financial • Revenue $3.9m. For personal use only • TCV $4.1m. • Annual recurring revenue $14.4m. • Quarterly operating cash outflow ($2.9m). • Cash balance $18.9m, equating to 6.5 quarters of operating cash flow. Sales • 57 SOZO units sold globally, up 12 units compared to Q1 FY26.
Slide 7: The SOZO Digital Health Platform
The SOZO® Digital Health Platform Now addressing 3 fast growing healthcare needs • Cancer Survivorship For personal use only • GLP-1 patient muscle monitoring • Heart Failure New SOZO Pro Device launched and fits into existing workflow with integrated weight scale • Best-in-class digital health plat
Slide 8: Expanding SOZO Value Proposition to Growing US Patient Populations
Expanding SOZO® Value Proposition to Growing US Patient Populations Cancer Survivorship Cardiometabolic Health Outcomes For personal use only Heart Failure Lymphoedema Wellness and Weight $1.1b TAM Management 6.7m Patients $600m TAM 4m BCRL Survivors $650m TAM Weight is not a reliable indicator of 1
Slide 9: Breast Cancer Related Lymphoedema
Breast Cancer Related Lymphoedema Positive tailwinds still underpin long term growth for Lymphoedema For personal use only • Clinical demand remains strong with the growing emphasis of cancer survivorship. • Solid foundation: ~600 SOZO devices, utilised in 18 of the top 25 US hospitals1. • NCCN guid
Slide 10: Survivorship – Changing Focus from Cure to Long Term Care
Survivorship – Changing Focus from Cure to Long Term Care Cancer survivorship is at an all time high For personal use only • There are approximately 18.6 million cancer survivors in the United States, projected to grow to over 22 million by 2035 1. • Breast cancer is the most common, with approximat
Slide 11: Heart Health
Heart Health Unmet need: Cardiologists need an objective and non-invasive New ImpediMed Heart Health Webpage For personal use only method of estimating fluid status TAM estimated at $1.1bn for US outpatient Heart Failure fluid monitoring 1. • Currently 6.7M HF patients in the US, expected to grow to
Slide 12: Wellness and Weight Management: Market growth driven by wellness trends and GLP-1
Wellness and Weight Management: Market growth driven by wellness trends and GLP-1 therapy Value Proposition: Where Science meets Health. For personal use only • SOZO® transforms wellness from subjective ‘feel-better’ services into a scientific data-driven business that boosts retention, supports pre
Slide 13: Different marketing for different segments
Different marketing for different segments More traditional clinical and weight loss segments ✓ Large and Growing Market For personal use only “ Global MedSpa market expected to grow from US$18Billion to $US72 Billion next few years" 1 ✓ GLP-1 driven growth “ Over 13M users in US, 790,000 prescriber
Slide 14: Dedicated Wellness Offering
Dedicated Wellness Offering Where Science Meets Health - www.sozo-health.com For personal use only • New website launched • Content/partnerships (e.g. diet advice, supplements, analytics) to be added over time to support integrated wellness offering Proprietary, do not reproduce, distribute, or exce
Slide 15: Financial Performance
For personal use only Financial Performance Proprietary, do not reproduce, distribute, or excerpt without written permission from ImpediMed. 14 ©2026 ImpediMed Limited.
Slide 16: Cash Flow
Cash Flow Summarized Cash Flow FY26 In thousands Q1 Q2 1H For personal use only AUD Actual Actual Actual • Q2 operating cash outflow of $2.9m, in-line with expectations. Receipts from customers 3,443 3,785 7,228 • Customer cash receipts of $3.8m. Research & development (62) (125) (187) Product manuf
Slide 17: TCV and ARR
TCV and ARR SOZO Core Business Quarterly Total Contract Value1 SOZO Annual Recurring Revenue 2 For personal use only A$ millions A$ millions • TCV of $4.1m down 13% vs. Q1 FY26. • ARR up 15% vs Q2 FY25. • Price of renewed contracts increased 14% on average in • Stronger AUD reduced translated ARR. Q
Slide 18: Revenue and Cash Receipts
Revenue and Cash Receipts Revenue Quarterly Cash Receipts A$ millions For personal use only A$ millions • Q2 FY26 revenue up 8% vs Q1 FY26. • Quarterly cash receipts of $3.8m, up 12% vs Q1 FY26. • Q2 North America revenue up 3% vs Q1 FY26; ROW up 67%. • Q2 operating cash outflow of $2.9m in line wit
Slide 19: Global Installed Base and Patient Test Numbers
Global Installed Base and Patient Test Numbers New measurement2 Global Installed Base ROW Installed Base Patient Tests (000s) For personal use only Follow-up measurement Units U.S. Installed base 15% 3-year CAGR1 • 57 SOZO Units Sold vs 45 Q1 FY26 • 78,000 Patient Tests in Q2 FY26 • U.S. units sales
Slide 20: Outlook for H2 FY26
For personal use only Outlook for H2 FY26 Proprietary, do not reproduce, distribute, or excerpt without written permission from ImpediMed. ©2026 ImpediMed Limited. 19
Slide 21: Outlook for H2 FY26
Outlook for H2 FY26 ❑ Corporate For personal use only o Continue to build awareness and depth, team attending 19 conferences in H2 (BCRL 10, BC 6, HF 3) o Accelerate cost discipline o Progress strategic discussions to accelerate growth o Implementing AI solutions to drive productivity growth ❑ US BC
Slide 22: For personal use only
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