Slide 1: FY26 Financial Results
NUIX LIMITED FY26 FINANCIAL RESULTS 24 August 2026
Slide 2: The Unstructured Data Landscape: Evolving at Pace
THE UNSTRUCTURED DATA LANDSCAPE: EVOLVING AT PACE Nuix unstructured data intelligence is the critical enabler where AI, automation and regulation intersect AI Value Creation Automation Rapid, trusted enterprise Operating leverage through integration of AI into core agentic workflows and workflows ec
Slide 3: Agenda
AGENDA 01 Key Messages & Metrics 02 FY26 Financial Performance 03 Scaling Nuix Neo & Integrating Linkurious 04 Platform Evolution & Strategic Reset 05 Outlook 3
Slide 4: Key Messages & Metrics
Key Messages & Metrics John Ruthven Chief Executive Officer 4
Slide 5: FY26 Key Achievements - Financial
FY26 KEY ACHIEVEMENTS - FINANCIAL > ACV $260.0m, within previously guided range > Nuix Neo ACV up 179% to $78.5m, 135 customers > Material expansion in Adjusted Management EBITDA > Strong growth in revenue on further success in selling multi-year deals > Revenue growth significantly outpaced cost gr
Slide 6: FY26 Key Financial Metrics
FY26 KEY FINANCIAL METRICS Annualised Contract Value (ACV)1 Revenue Net Dollar Retention $260.0m $263.2m 105.2% Up 13.9% on FY25 Up 18.8% on FY25 Down 2.2pp on FY25 Up 8.6% on FY25 excl Linkurious Up 17.1% on FY25 excl Linkurious Up 4.2pp on 1H26 Up 11.1% on FY25 in constant currency Up 20.3% on FY2
Slide 7: Key Strategic Positioning
KEY STRATEGIC POSITIONING 1. Go-to-market restructured with enhanced commercial capability, operational from FY27 > Evolution from feature selling to platform value > New commercial leadership and structure in place 2. Product and Technology teams unified under CTO ownership > Strengthened delivery
Slide 8: Key Strategic Positioning (cont)
KEY STRATEGIC POSITIONING (cont) 4. Nuix Neo migration program > Continued strong momentum, now 30% of total ACV 5. Linkurious acquisition > Integration on track with early cross-sell success 6. ASIC case dismissed > Federal Court dismissed all of ASIC’s claims against the Company and the then indiv
Slide 9: FY26 Financial Performance
FY26 Financial Performance Peter McClelland Chief Financial Officer 9
Slide 10: Annualised Contract Value (ACV)
FINANCIAL PERFORMANCE ANNUALISED CONTRACT VALUE (ACV) Nuix Neo the primary growth engine 300 FY26 ACV $260.0m Up 13.9% ACV ($m) 260.0 250 12.0 on FY25 228.4 211.5 Up 8.6% excl Linkurious 185.5 Up 11.1% in constant currency1 excl Linkurious 200 162.0 150 • Nuix Neo the primary growth engine, driven b
Slide 11: Nuix Neo ACV
FINANCIAL PERFORMANCE NUIX NEO ACV Very strong growth driven by further customer migration and new customers 80 FY26 NUIX NEO ACV $78.5m Up 179% Nuix Neo ACV ($m) 70 on FY25 60 • Nuix Neo ACV up 179% on pcp, up 68% since December 2025 50 • Customer numbers grew to 135, from 75 in pcp, and 101 at Dec
Slide 12: ACV Growth Drivers
FINANCIAL PERFORMANCE ACV GROWTH DRIVERS Nuix Neo key driver of growth 12.0 260.0 160.0 • Nuix Neo again the key driver of growth, increasing 50.4 0.2 by $50.4m (+179%) on pcp, to a total of $78.5m -2.7 228.4 • Nuix Neo growth more than offset managed run- Discover Change: off and migration from leg
Slide 13: Net Dollar Retention & Churn
FINANCIAL PERFORMANCE NET DOLLAR RETENTION & CHURN Focused execution delivered NDR improvement in H2 130 20• Net Dollar Retention (NDR) reflects the lift in ACV achieved from Nuix’s Net Dollar Retention (%) existing customer base over a 12-month period 18 120 • Net Dollar Retention increased to 105.
Slide 14: Regional ACV
FINANCIAL PERFORMANCE REGIONAL ACV Growth led by North America and EMEA, despite FX headwinds NORTH EMEA ASIA AMERICA PACIFIC $141.3m $71.0m $47.8m ACV ACV ACV From FY27 EMEA and Asia Pacific combined into a single International region North America EMEA Asia Pacific • North America ACV up 14.6%1 on
Slide 15: Revenue
FINANCIAL PERFORMANCE REVENUE Strong revenue growth on key renewals 300 Statutory Revenue ($m) 263.2 300.0 and multi-year deal success 3.8 250 250.0 220.6 221.5 FY26 REVENUE 200 182.5 200.0 $263.2m Up 18.8% 152.3 150 150.0 259.4 Up 17.1% excl Linkurious 100 100.0 Up 20.3% in constant currency1 excl
Slide 16: Research & Development
FINANCIAL PERFORMANCE RESEARCH & DEVELOPMENT Costs contained with efficiency benefits realised FY26 RESEARCH & DEVELOPMENT Total R&D Spend ($m) 80.0 38% 33% 24% 25% 22% 40% $57.8m Up 5.4% 70.0 20% 60.0 58.3 57.8 60.0 53.0 54.8 0% • Total Research and Development investment increased to $57.8m, up 5.
Slide 17: Adjusted Management EBITDA
FINANCIAL PERFORMANCE ADJUSTED MANAGEMENT EBITDA Material expansion, meeting FY26 strategic objective to grow revenue faster than operating costs FY26 ADJUSTED MANAGEMENT EBITDA 59.8 $59.8m Up 60.4% Adjusted Management EBITDA ($m) and Margin (%) 60.0 30.0% 2.0 50.0 22.7% 25.0% Up 55.1% excl Linkurio
Slide 18: Adjusted Management EBITDA
FINANCIAL PERFORMANCE ADJUSTED MANAGEMENT EBITDA Significant operating leverage, in line with strategic objective Adjusted Management EBITDA +60.4% on pcp 23.4 83.2 41.7 -5.4 66.9 -13.0 -0.5 -8.1 59.8 -2.8 -2.9 -2.8 37.2 Change in Revenue Change in S&D Change in G&A Capitalised R&D Net Non-op Legal
Slide 19: Cash Flow
FINANCIAL PERFORMANCE CASH FLOW FY26 UNDERLYING CASH FLOW Substantial uplift in cash generation, meeting strategic objective $51.0m Up 154% • Underlying Cash Flow up 154%, to $51.0m, and in line 248.0 with strategic objective to be underlying cash flow positive for the full year Underlying Overall F
Slide 20: Scaling Nuix Neo & Integrating Linkurious
Scaling Nuix Neo & Integrating Linkurious John Ruthven Chief Executive Officer 20
Slide 21: Nuix Neo Migration Program
NUIX NEO NUIX NEO MIGRATION PROGRAM Phases 1 and 2 complete, now Phase 3: Execution at Scale PHASE 1: PHASE 2: PHASE 3: Foundation & Intelligence Build Migration Factory Execution at Scale Customer segmentation and ICP Standardised playbooks Repeatable migration processes definition Partner capabili
Slide 22: Building the Future
NUIX NEO BUILDING THE FUTURE Platform transition progressing strongly, Nuix Neo now 30% of total ACV 300.0 ACV by product type ($m) 260.0 • Nuix Neo share of total ACV increased to 30%, more than double the 250.0 234.4 228.4 211.5 216.2 proportion 12 months ago 199.6 200.0 • Nuix Neo growth driven b
Slide 23: AI Capabilities Driving Commercial Expansion
NUIX NEO AI CAPABILITIES DRIVING COMMERCIAL EXPANSION AI capabilities are priced as discrete, opt-in modules that expand ACV per customer AI upsell opportunities ~20% • Additional AI enablers to further utilise the Of 135 AI ENABLERS such as BYO AI capabilities of the Nuix Neo platform Nuix Neo Sema
Slide 24: Nuix Neo Customer Highlights
NUIX NEO NUIX NEO CUSTOMER HIGHLIGHTS Four customers highlight how platform expansion, cross-sell and AI adoption translate into ACV growth CUSTOMER HIGHLIGHT CUSTOMER HIGHLIGHT CUSTOMER HIGHLIGHT CUSTOMER HIGHLIGHT Government Agency - APAC Lighthouse Document Technologies Law Enforcement Agency - E
Slide 25: Linkurious: Integration on Track
GRAPH VISUALISATION LINKURIOUS: INTEGRATION ON TRACK Integration on track, with early commercial traction • Financial close April 2026 CUSTOMER HIGHLIGHT • Full team and Paris office retained Government Agency – APAC • Integration progressing to plan Longstanding Nuix customer migrated to Nuix Neo w
Slide 26: Linkurious: The Opportunity Ahead
GRAPH VISUALISATION LINKURIOUS: THE OPPORTUNITY AHEAD Graph analytics is a growing market with strong strategic fit Strategic Fit The Opportunity CUSTOMER HIGHLIGHT • Nuix Neo processes large volumes of complex, • Graph analytics market growing strongly, with Law enforcement agency – APAC unstructur
Slide 27: Platform Evolution & Strategic Reset
Platform Evolution & Strategic Reset John Ruthven Chief Executive Officer 27
Slide 28: Strategic Reset – Momentum into FY27
STRATEGY STRATEGIC RESET – MOMENTUM INTO FY27 1. Shifting from Feature Selling to Platform Value 2. Five Key Growth Drivers 3. Go-to-Market Realigned 4. AI for Operational Efficiency and Revenue Opportunities 5. Product Positioning and R&D Accelerator 28
Slide 29: A reset of how we build, position, sell and embed Nuix Neo
TO A reset of how we build, position, sell and embed the Nuix Neo platform 29
Slide 30: Our Addressable Opportunity
MARKET OPPORTUNITY OUR ADDRESSABLE OPPORTUNITY The enterprise unstructured data opportunity – addressed through a unified platform Multi-billion Dollar addressable market >10,000 ICP targets globally <10% Enterprise unstructured data — investigations, compliance, privacy, Meeting our target criteria
Slide 31: Our Platform Evolution
STRATEGIC GROWTH OUR PLATFORM EVOLUTION From domain strength to enterprise platform TODAY investigations, legal review, and data privacy Platform evolution positions Nuix to meet growing ICP demand for unstructured data intelligence 31
Slide 32: Five Key Growth Pillars
STRATEGIC GROWTH FIVE KEY GROWTH PILLARS Future ACV Each pillar building cumulatively on ACV growth PARTNER & GEOGRAPHIC DISCOVER EXPANSION GROWTH NEW CUSTOMERS ICP UPSELL NUIX NEO MIGRATION Current ACV Structured program for Expanding within existing Systematic acquisition of Dedicated go-to-market
Slide 33: Go-to-Market Realigned for FY27
GO-TO-MARKET GO-TO-MARKET REALIGNED FOR FY27 Enhanced commercial capability to drive scalable, predictable growth CAPABILITY COMMERCIAL IMPACTS • Two regional sales teams (Americas and International), under a • Consistent, repeatable execution across regions – reducing variability consistent global
Slide 34: Unlocking Discover Growth
NUIX DISCOVER UNLOCKING DISCOVER GROWTH A dedicated commercial model for a distinct market opportunity ACTION TAKEN GROWTH OUTCOME CUSTOMER HIGHLIGHTS • New EVP of Discover reporting directly to • Clear accountability for Discover growth; faster Global Commodities Trader CEO decision making Selected
Slide 35: Our Internal AI Game Plan
AI STRATEGY OUR INTERNAL AI GAME PLAN A structured, measurable approach to embedding AI in our organisation HOW WE SCALE HOW WE BUILD HOW WE MEASURE • Dedicated AI roles: AI Builders being • Deploy Nuix Neo: running our own Nuix • Digital FTEs (dFTEs): a universal measure embedded in priority functi
Slide 36: Shifts in Enterprise AI
AI STRATEGY SHIFTS IN ENTERPRISE AI Where the defensive moat meets the AI revenue opportunity The Enterprise AI Shift The Nuix Neo Answer Token economics under scrutiny Cost efficiency by curation 1 1 AI spend has moved from experiment budget to a line item that must Reducing data to the relevant su
Slide 37: Nuix's Customers Must Balance AI Innovation With Risk
AI STRATEGY NUIX’S CUSTOMERS MUST BALANCE AI INNOVATION WITH Nuix Neo monetises AI capabilities within a platform built for regulatory complexity, data ownership and workflow control NUIX NEO + AI TOOLS - Platform Capabilities, Integrated Value BYO AI flexibility Enterprise-ready AI Neo Agent Next P
Slide 38: Nuix Neo in the Enterprise
NUIX NEO IN THE ENTERPRISE COLLECT Identify & Collect PROCESS Ingest, Process with AI Enrichment REVIEW Review & Analyse ACTION Report, Protect, Delete & Export Nuix Advantage: Customer Engagement, Expertise & Expansion Embedding the Nuix Neo platform in an organisation turns unstructured data into
Slide 39: Unified to Deliver
PRODUCT & TECHNOLOGY UNIFIED TO DELIVER Bringing product and engineering teams together to accelerate delivery and strengthen platform capability WHAT WE’RE DELIVERING DELIVERY OUTCOMES • Clear ownership of product strategy and delivery under CTO • Clearer accountability from strategy through to del
Slide 40: Focus Areas FY27
PRODUCT & TECHNOLOGY FOCUS AREAS FY27 Investing in FY27 for revenue benefits in FY28 and beyond TRUST BY DESIGN INTELLIGENT UNIFIED AI-POWERED USER EXPERIENCE PLATFORM EXPANSION Utilising AI for ease of use One platform, Platform value extended at enterprise scale any environment through ecosystem a
Slide 41: Product Roadmap
PRODUCT & TECHNOLOGY PRODUCT ROADMAP NOW NEXT FUTURE INTELLIGENT AI search & review AI-driven simplified UX & Advanced graph intelligence USER EXPERIENCE capabilities agentic workflows & analytics (including Discover focus) Enhanced Nuix Neo SaaS Nuix Neo SaaS Foundation Full-scale UNIFIED integrati
Slide 42: R&D Accelerator
PRODUCT & TECHNOLOGY R&D ACCELERATOR Additional, one-off, $15m R&D investment in FY27 to accelerate platform capability and generate additional revenue growth from FY28 Enterprise Agentic AI Cloud Platform Unified UI/UX Accelerated Integration & Capabilities Acceleration Innovation Cadence Connectiv
Slide 43: Outlook
Outlook John Ruthven Chief Executive Officer 43
Slide 44: FY27 Outlook
OUTLOOK FY27 OUTLOOK Prior year strategic objectives met; FY27 builds on this foundation • Strong absolute Nuix Neo ACV growth expected in FY27, • FY27 ACV range $285m - $300m1 off a higher FY26 base, with the migration program reaching an established cadence and growing contribution from new custom
Slide 45: Q&A
Q&A 45 Snux
Slide 46: Appendix
APPENDIX Snux
Slide 47: Income Statement
$ millions FY26 FY25 Change6 Software Revenue 246.9 208.7 18.3% Other Revenue 16.4 12.8 27.8% Total Revenue 263.2 221.5 18.8% INCOME STATEMENT Cost of Goods Sold -27.2 -21.8 -24.7% Gross Profit 236.0 199.7 18.2% • Revenue higher on increased sales, increased multi-year deals, Linkurious contribution
Slide 48: Balance Sheet
$ millions, as at 30 Jun 26 31 Dec 25 BALANCE SHEET ASSETS Cash and cash equivalents 69.9 57.8 Trade and other receivables 66.7 51.0 Contract assets 75.0 61.9 • Net Cash $49.9m: Other current assets 13.4 10.4 3.0 3.0 • Cash and cash equivalents increased on higher collections including higher upfron
Slide 49: Customer Base
CUSTOMER BASE Long-tenured, well diversified customer base • Over 80% of ACV generated outside Australia ACV by Customer Customer Industry Group Concentration Tenure • No customer represents more than 3% of ACV • 43% of ACV derived from customers with a tenure 9% 20% over 10 years 26% 32% 34% 25% •
Slide 50: ACV Mix and Licence Types
ACV MIX AND LICENCE TYPES Subscription ACV Other ACV ACV Type (3% FY26 Total ACV) (97% FY26 Total ACV) • Subscription ACV is recurring in Perpetual Services nature and includes Module, (Non- Software Licence Module Consumption Perp Maintenance Licences Advantage) Consumption and the maintenance (66%
Slide 51: Licence Type Implications on Revenue Recognition
LICENCE TYPE IMPLICATIONS ON REVENUE RECOGNITION 1 year licence example 3-year MYD licence example Delivery model Licence type Impact in month 1 Impact in month 1 3.6 Subscription or • $1.2m on-premise module licence – 1 year Consumption licence 1.2 1.2 1.2 • $3.6m on-premise module licence – 3 year
Slide 52: Glossary
GLOSSARY 1) Annualised Contract Value (ACV) is an adjusted, non-IFRS measure and does not represent Total Revenue in accordance with AAS or Nuix’s accounting policies or cash receipts from customers. ACV is used by Nuix to assess the total contract value of its software contracts on an annualised ba
Slide 53: Constant Currency
CONSTANT CURRENCY Constant Currency has been calculated using the below methodology: 1. Constant currency rates are calculated by dividing the total FY25 consolidated AUD revenue associated with a currency by the total FY25 transaction currency revenue of the same currency, providing a weighted aver
Slide 54: Disclaimer
DISCLAIMER The material contained in this document is a presentation of general information about Nuix Limited’s activities current as at the date of this presentation (24 August 2026). It is provided in summary and does not purport to be complete. This information has been prepared by Nuix Limited