Slide 1: FY26 Results Roadshow Presentation
DUG Technology FY26 Results Roadshow Presentation 31 August to 2 September 2026 dug.com 1
Slide 2: Disclaimer
Disclaimer This presentation is provided by DUG Technology Ltd (ABN 99 169 944 334) and its controlled entities (variously, "DUG", "us", "we", "our”, "Group”, and “the Company”) and is current at 27 August 2026. It is information given in summary form only and does not purport to be complete. It sho
Slide 3: Introduction to DUG
Introduction to DUG dug.com 3
Slide 4: Who we are
Who we are DUG is an ASX-listed tech company that provides innovative processing and storage solutions to leverage big data. DUG’s numerical scientists develop technology and deploy expertise using software and high performance computing (HPC) for real-world applications. Founded in Global HPC Infra
Slide 5: Our journey
Our journey 2019 2024 2003 2007 Abu Dhabi office DUG founded Enterprise Data Kuala Lumpur Centre Design office Award 2013 London office 2009 2016 Houston DUG Cool 2006 office 2025 First major Rio de Janeiro discovery 2020 office Listed on ASX dug.com 5
Slide 6: Global footprint
Global footprint dug Kuala Lumpur il a oa > TO KUALA LUMPUR TO HOUSTON DUG global network —— Connection to AARNet @ DUG project locations dug.com 6
Slide 7: FY26 Highlights
FY26 Highlights dug.com 7
Slide 8: FY26 Highlights
FY26 Highlights Record full-year revenue and normalised EBITDA1 driven by strong performance across all product lines Revenue growth delivered profitably, with revenue up 38% to US$86.4m, normalised EBITDA 1 up 78% to US$27.4m Percentage of recurring revenue increases as HPC and Software contribute
Slide 9: Record full-year financial performance
Record full-year financial performance Total Revenue Normalised EBITDA1 Contracted Revenue2 ↑ 38% on FY25 ↑ 78% on FY25 ↑ 28% on FY25 68.0 27.4 86.4 53.0 62.6 15.4 FY25 FY26 FY25 FY26 FY25 FY26 Note: All financial figures are presented in US$ millions. 1 Normalised EBITDA excludes a US$1.5 million o
Slide 10: Revenue momentum builds across all products
Revenue momentum builds across all products Services Revenue HPCaaS Revenue Software Revenue ↑ 23% on FY25 ↑ 383% on FY25 ↑ 33% on FY25 11.5 63.8 11.1 51.9 8.3 2.4 FY25 FY26 FY25 FY26 FY25 FY26 Note: All financial figures are presented in US$ millions. dug.com 10
Slide 11: Operational Overview
Operational Overview dug.com 11
Slide 12: The DUG ecosystem — integrated solutions
The DUG ecosystem — integrated solutions Each DUG product interlocks, with our intellectual property at the centre of everything we do. We help clients make the most of their data — amplifying value, improving accuracy, and solving complex challenges in one integrated ecosystem. Next Generation Mode
Slide 13: Next-generation seismic imaging
Next-generation seismic imaging eMP-FWI Imaging stands at the cutting edge of seismic imaging technology, and DUG’s proprietary HPC environment supercharges its scalability, revenue potential, and market impact. Elastic MP-FWI Imaging: Elastic MP-FWI Imaging: Multi-Client Expands Best and Fastest Se
Slide 14: Spotlight: DUG's growing Multi-Client business
Spotlight: DUG’s growing Multi-Client business o Multi-Client applies DUG’s imaging technology to seismic data the Company holds rights to, alone or through partners, licensing the resulting dataset to many clients rather than one. o DUG spent FY26 building the Multi- Client library and associated c
Slide 15: Modern geoscience software
Modern geoscience software DUG Insight is a modern seismic interpretation and processing & imaging package. Offering clients access to the latest seismic imaging technology in their own environment or on DUG’s HPCaaS offering. Accelerating Growth and Interpretation and Executing Against Clear Recurr
Slide 16: Unified HPC backbone
Unified HPC backbone A unified HPC backbone underpins DUG’s operations, running across three global immersion-cooled data centres. Clients access specialised HPC infrastructure via DUG’s own facilities and its DUG Nomad solution. HPC Infrastructure: DUG Nomad: DUG Cool: Immersion Big Power, Low Impa
Slide 17: Financial Performance
Financial Performance dug.com 17
Slide 18: Profit or Loss
Profit or Loss o Services revenue increased 23% in FY26, driven by performance in emerging markets FY26 FY25 of Brazil and the Middle East, and the building momentum in DUG’s Multi-Client Operating Profit or Loss Change US$’m US$’m business. Services 63.8 51.9 23% o Total Software and HPCaaS revenue
Slide 19: Balance Sheet
Balance Sheet o The Company has net debt of US$13.0m, with total asset financing of Balance Sheet 30 June 2026 30 June 2025 US$’m US$’m US$23.5m at 30 June 2026. Current assets o Contract assets increased during the year with emerging regions, Brazil Cash and cash equivalents 10.5 16.4 Trade and oth
Slide 20: Cash Flow
Cash Flow FY26 FY25 Cashflow US$’m US$’m Cashflows from operating activities o DUG generated US$20.9 million of operating cash inflows in Receipts from customers 83.5 59.5 Payments to suppliers (26.4) (20.4) FY26, up 273% on FY25. Normalising for the MP2 settlement Payments to employees (36.2) (30.9
Slide 21: Outlook
Outlook dug.com 21
Slide 22: FY27 Outlook
FY27 Outlook Software and HPCaaS set for continued growth FY27 will have a full year of revenue from contracts won in FY26, alongside the US$9.3m software and HPC infrastructure award 1 Compute capacity is in place to support growth Sustained investment across FY24 to FY26, including the June 2026 d