Fonix Plc · LSE:FNX
Fonix — FY2026 Earnings Presentation
23 slides from Fonix's earnings presentation, September 2026
Slide 1: Investor Briefing
Investor Briefing Final Results Presentation Year ended 30 June 2026
Slide 2: The Business
The Business Rob Weisz Chief Executive Officer Fonix Investor Briefing September 2026 2
Slide 3: Executive Summary
Executive Summary Portugal established; Switzerland FY26 trading performance now live with two customers; ahead of market expectations France and a sixth market in build Strong growth in mobile PayFlex, CompsPortal and payments and mobile RichMessaging advancing - beyond messaging business lines SMS
Slide 4: What we do and how
What we do and how Clients / Users Consumer services Marketing Messaging Payment Payments connections connections Integrations Audience Participation Campaign Manager Notifications Features Donations Marketing Interactive Competitions & gift aid campaigns campaigns Balance Winner Donation Text to pa
Slide 5: Operational & Financial Update
Operational & Financial Update Michael Foulkes Chief Financial & Operating Officer Fonix Investor Briefing September 2026 5
Slide 6: Operational Highlights
Operational Highlights Key achievements for the year ended 30 June 2026: 3 +8 New products scaled MNO & PSP connections* 6 100% Markets live or in progress Platform uptime 58 99% Average staff for FY26 Income of a repeating nature *MNO = Mobile Network Operator | PSP = Payment Service Provider. Incl
Slide 7: Key Performance Indicators
Key Performance Indicators Financial and operating key performance indicators for the year ended 30 June 2026: TPV1 Gross Profit £303m £21.0m + 8.0% YOY + 12.9% YOY Adjusted EBITDA2 Adjusted PBT3 £16.2m £15.5m + 11.0% YOY + 8.4% YOY 1 TPV means the Total Payment Volume and represents the gross value
Slide 8: Trading Growth YOY
Trading Growth YOY Financial performance (July 2017 to June 2026) ● Revenue, GP and Adj. EBITDA growth all ahead of expectations ● FY26: return to double-digit growth ● GP +12.9% to £21.0m ● Adj. EBITDA +11.0% to £16.2m ● Step-up from steadier growth of FY25, as international and product investment
Slide 9: Segmental Analysis
Segmental Analysis FY26 FY25 Change Share of Revenue £'000 £'000 YoY FY26 ● GP = key indicator (Fonix's share of Mobile payments 52,874 48,784 8% 63% Mobile messaging 28,322 21,831 30% 34% payment/messaging revenue) Managed services 2,150 2,165 -1% 3% Total revenue 83,346 72,780 15% 100% ● Mobile pa
Slide 10: Financial Performance
Financial Performance FY26 FY25 Change ● GP +12.9% YoY — UK media, messaging Financial Performance £'000 £'000 YoY growth, Portugal TPV 303,297 280,900 8% ● Adj. opex +20% — new hires (France, dev, Revenue 83,346 72,780 15% legal) + higher hosting costs Gross profit 21,029 18,628 12.9% Adjusted oper
Slide 11: Cashflow
Cashflow Actual Underlying Underlying cash Actual Cash cash cash ● Underlying cash: £9.4m FY26 FY25 FY26 FY25 (FY25: £9.9m) — excludes Actual & underlying cash flow £'000 £'000 £'000 £'000 customer funds Operating cash flow before corporation tax 23,782 11,107 16,727 14,142 Corporation tax paid (4,8
Slide 12: Strategy Update
Strategy Update Rob Weisz Chief Executive Officer Fonix Investor Briefing September 2026 12
Slide 13: International Strategy
International Strategy Ireland Switzerland 6th European market Live since 2022 Live since March 2026 (pilot) Connectivity completed Fonix launched in Ireland in 2022 One broadcast customer went live Mobile network connectivity and continues to perform during the year, with a second completed during
Slide 14: Switzerland: a greenfield opportunity
Switzerland: a greenfield opportunity Entering Switzerland with the fundamentals and the partners in place Why Switzerland Customer traction Sizable population base Broadcasters: and addressable market Mobile networks: Strong, willing broadcasters: two significant media groups with large, non-overla
Slide 15: Product Strategy
Product Strategy Core strategy New Products Robust, secure & reliable Highly scalable, cloud-based infrastructure Channel agnostic (MNOs, PayFlex CompsPortal RichMessaging PSPs, SMS, RCS) (RCS) Fonix Investor Briefing September 2026 15
Slide 16: Outlook
Outlook Rob Weisz Chief Executive Officer Fonix Investor Briefing September 2026 16
Slide 17: Executive Summary
Executive Summary Trading FY26 ahead of market expectations for the year. Growth Return to double-digit growth through innovation and new market expansion. Investment Continued investment in product development and international resources. International Portugal established, Switzerland in pilot, Fr
Slide 18: Thank you for your time
Thank you for your time 18
Slide 19: Appendix
Appendix 19
Slide 20: The Team
The Team Board Ed Spurrier Carmel Warren Will Neale Chair Non-executive Director Non-executive Director Rob Weisz Michael Foulkes Senior CEO CFO & COO Leadership Francesca Gangemi Marcus Kern Louisa Harris Steve George Clare Charles Anthony Baladi Director of Technology Head of Tech Operations & Cli
Slide 21: Balance Sheet
Balance Sheet FY26 FY25 Change Balance sheet £'000 £'000 YoY Intangible asset 2,452 2,017 22% Right of use asset 45 166 -73% Tangible assets 38 31 23% Trade and other receivables 35,215 33,766 4% Cash and cash equivalent (actual cash) 28,579 21,998 30% Total assets 66,329 57,978 14% Current liabilit
Slide 22: Disciplined Sector Focus
Disciplined Sector Focus Media Charity Digital Services Payments & interactivity Mobile donation Gaming, publishers, for TV & radio technology entertainment, ticketing & enterprise • >80% of the business; • Predominantly UK-based today, • Diversification beyond Media • primary focus for internationa
Slide 23: The Market
The Market App Stores & Global Players High Value Brand Opportunities Content Market Low Value Ring Tones Wallpapers Diets Funny Videos Emerging Markets Fonix Investor Briefing September 2026 23