Slide 1: Full Year FY26 Results Presentation
Full Year FY26 Results Presentation 25 August 2026
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by and is being issued by Acusensus Limited (ASX:ACE) (Company or Acusensus) for information purposes only. Each recipient of this presentation is deemed to have agreed to accept the qualifications, limitations and disclaimers set out below. The informa
Slide 3: Agenda
Agenda Full Year FY26 Highlights Update on Business Operations Financial Performance Outlook Alexander Jannink Anita Chow Managing Director Chief Financial Officer Q&A 3
Slide 4: FY26 Full Year Highlights
FY26 Full Year ighlights @acu
Slide 5: Changing More Behaviours, Saving More Lives
Changing More Behaviours, Saving More Lives $27m Revenue Growth. 27% International. FY27 set to surpass $100m of revenue1. A RECORD 2026 ✓ Record revenue growth of $27m to $86m ✓ Adjusted EBITDA2 above top-end of guidance ✓ 8x increase in international gross profit ✓ Well funded, with $26m of cash3
Slide 6: Contract Wins, Expansions and Extensions
Contract Wins, Expansions and Extensions ~$118m of new contract value secured during FY26, with ~$220m of contracted revenue remaining to be delivered1 AWARDS UPGRADES ★ Connecticut automated ★ ACT mobile phone work zone speed program detection program upgraded to include ★ Kentucky real-time work s
Slide 7: FY26 Operational Highlights
FY26 Operational Highlights $494m 27% ~220 75% Total Contract Value¹ International Revenue Units Enforcing³ Australia contract growth⁵ $118m or 31% increase 20 jurisdictions across 4 Up 47% compared to PCP⁴ No long term customer loss; compared to FY25 countries² several expansions signed (1) Total C
Slide 8: FY26 Financial Highlights
FY26 Financial Highlights $86.2m $36.2m $8.5m $26.2m Revenue Gross Profit Adjusted EBITDA¹ Cash Position² Up 45% compared to PCP³ Margin of 42.0% Up 49% compared to PCP³ As at 30 June 2026 (1) Adjusted EBITDA equals EBITDA excluding one-off costs and share based payments expense. (2) At end of the f
Slide 9: Business Operations Update
Business Operations Update (@ acusensus
Slide 10: Australia Enforcement - Market Progression
Australia Enforcement - Market Progression The world’s most advanced traffic enforcement market, and Acusensus is the market leader¹ Queensland Western Australia FY21 FY23 FY24 FY25 FY26 FY21 FY25 FY26 Mobile phone Transportable ~$9.3m² expansion ~$27.4m² ~$16.6m² WA Smart New trailer New $8.7m² fiv
Slide 11: Australia Enforcement - Segment Performance
Australia Enforcement - Segment Performance The Australian business continued to deliver consistent top-line momentum, with adjusted EBITDA growth of 9% Revenue Adjusted EBITDA1 Acusensus supplies the majority of states and territories with a mix of speed, distracted driving, seatbelt $62.8m $21.6m
Slide 12: International Enforcement Market Opportunity
International Enforcement Market Opportunity Multi-stage market expansion representing significant long-term scalable total addressable market opportunity International revenue growth profile has closely In the USA, Acusensus is actively progressing four market followed the Australian growth profile
Slide 13: International Enforcement - USA Market Progression
International Enforcement - USA Market Progression A major 5-year contract in Connecticut for automated work zone speed joins the expanding number of states deploying Acusensus technology for phone, seatbelt and speed enforcement (real-time and automated) REAL-TIME DISTRACTED DRIVING (ALL VEHICLES)
Slide 14: International Enforcement - Segment Performance
International Enforcement - Segment Performance International segment has transitioned to positive Adjusted EBITDA and now accounts for 27% of group revenue Revenue Adjusted EBITDA1 New Zealand $22.9m $3.0m ● NZ$92m five-year mobile speed contract awarded in December 2024. +443% +$4.6m ● Contract fu
Slide 15: Innovation
Innovation New solutions, enhancements and innovations released to continue to build competitive advantage Bi-Directional Phone & Seatbelt Intersection Enforcement AI Enhancement ● Upgraded trailer platform alongside ● Successfully installed our first low-capex ● New model architecture maximises sof
Slide 16: Forsite - Product Overview
Forsite - Product Overview Forsite protects road workers with advanced sensor detection, worker wearables and a cloud analytics platform. Detect approaching risk ● LGC Traffic Management, a 1 leading WA traffic management Portable or vehicle-mounted sensing provider, entered into long term identifie
Slide 17: Forsite - Segment Performance
Forsite - Segment Performance Strong commercial momentum with continued investment in business scaling Revenue Adjusted EBITDA1 7 customers, Multi-year customers - Since the commercial launch at AfPA² in October 2025, Acusensus has developed structured pilots and multi-year contracts with a $0.4m ($
Slide 18: Financial Performance
Financial Performance (@ acusensus
Slide 19: Financial Overview
Financial Overview Record momentum with accelerated scale and improved profitability in FY26 Revenue Gross Profit Adjusted EBITDA¹ 9% 0% R:6 R:6 G G CA CA (1) Adjusted EBITDA excludes one-off costs and SBP (share based payments) expense 19
Slide 20: Profit & Loss
Profit & Loss Revenue growth from contract wins and expansions, with continued reinvestment to support future growth opportunities Variance ($m) FY25 FY26 $ % ● Revenue growth of 45% in FY26, driven by new contracts in Revenue 59.4 86.2 26.8 45% Australia and internationally, increased scope from ex
Slide 21: Revenue Bridge
Revenue Bridge Revenue growth from new contracts in Australia and International combined with expansions from existing customers Revenue growth by segment Revenue growth by customer classification NZ mobile speed, Connecticut International delivered and WA multi-function trailer $22.9m of revenues o
Slide 22: Adjusted EBITDA Bridge
Adjusted EBITDA Bridge 49% increase driven by growth in International enforcement and continued expansion in Australia Forsite generated $2.3m loss with increasing investment to grow the International EBITDA shifted business from ($1.6m) to $3.0m. Increased profitability was part offset by additiona
Slide 23: Segment Financial Performance
Segment Financial Performance Strong performance from established enforcement segments, international profitability, prudently investing for the future Enforcement segment Enforcement segment Decrease in shared revenue up Adj EBITDA up cost contribution by $26.6m $6.4m 340bps FY25 FY26 Australia Int
Slide 24: Balance Sheet
Balance Sheet Strong balance sheet to support future growth opportunities and investments in new solutions ($m) 30-Jun-25 30-Jun-26 Cash and cash equivalents (inc term deposits)¹ 21.5 26.2 Trade and other receivables 12.8 18.2 ● The Company is well capitalised at 30 June 2026 with $26.2m cash balanc
Slide 25: Cash Flow Bridge
Cash Flow Bridge Cash from balance sheet and funding from equity raise were invested into fixed assets and intangibles for future growth Operating cash flow (excluding litigation settlement): $3.0m Net proceeds of $28.5m from equity raising $2.1m share Mainly driven by increase based payments in inv
Slide 26: Outlook
Outlook (@ acusensus
Slide 27: FY27 Outlook
FY27 Outlook $97m1 of revenue already contracted for FY27 with strong focus on securing additional contracts throughout the year REVENUE TO GROW ~20% ✓ Strong growth across both the USA and Australia through new, expanded and extended contracts. ✓ FY27 revenue expected to be between $100m and $106m1
Slide 28: Enquiries
Enquiries Anita Chow Chief Financial Officer, Acusensus Limited +61 408 261 554 Email: investor-relations@acusensus.com Simon Hinsley Investor and Media Relations +61 401 809 653 Email: simon@nwrcommunications.com.au