Xreality Group Limited · ASX:XRG
Xreality — Henslow Defence Conference 2026
15 slides from Xreality's conference presentation, May 27, 2026
Slide 1: Henslow Defence Conference Presentation
For personal use only Henslow Defence Conference Presentation 27 May 2026
Slide 2: Executive Summary
Executive Summary Delivering next-generation immersive training to defense and law enforcement globally Company Overview For personal use only • XReality Group (XRG) is a market leader in immersive Extended Reality (XR) solutions, offering both VR and MR experiences. • Current portfolio includes adv
Slide 3: Capital Structure & Trading Data
Capital Structure & Trading Data Company Snapshot For personal use only CAP IT AL STR UCT URE TOP SHAREHOLDERS Item Value Holder Shares (m) % Shares on issue 752.1m Birkdale 192 26% Total options on issue 34.9m Wayne Jones (CEO) 55 7% Share Price $0.065 Kim Hopwood (Exec Director) 38 5% Market capit
Slide 4: FY26 YTD Financial Results
FY26 YTD Financial Results Strong gross margins and growing Operator XR revenue For personal use only ➔ Total revenue of $16.0m 8 ARR — OPERAT OR XR ( A$m) 7.4 ➔ Total ARR of $7.4m 7 Group Results ➔ Total TCV of $11.2m 6.2 (YTD April 2026) ➔ Gross profit of $13.5m at an 84% gross margin 6.1 6 ➔ Posi
Slide 5: Core Business: Problem
Core Business: Problem For personal use only • All training in high-risk environments is expensive, time • High end, expensive simulators have been used for strategic and consuming and complex operational level assets but no solution for tactical level troops and police officers Resulting in • Degra
Slide 6: The world's leading immersive XR training platform for defence and law enforcement
Core Business: The world's leading immersive XR training platform for defence and law enforcement ➔ Operator XR is XRG's core defence and law enforcement product, delivering immersive VR and MR For personal use only training systems to government and industry customers globally. What is ➔ The platfo
Slide 7: US Business & International Wins
US Business & International Wins Scaling from the US base and winning internationally For personal use only US Business: ➔ 108 global customers with 100 in the US across federal, state and local law enforcement, education Continuing and corporate security. growth ➔ Sales cadence continues to grow, g
Slide 8: New Product | MR-1
New Product | MR-1 Mixed Reality tactical training system ➔ MR-1 operates in real-world locations including bases, shoot houses, For personal use only transit hubs, nuclear facilities, embassies and critical infrastructure, removing the need for a dedicated VR facility. ➔ Use OP-2 in an empty wareho
Slide 9: New Product | OP-2 Interceptor
New Product | OP-2 Interceptor Counter-small Unmanned Aircraft Systems (C-sUAS) tactical training product for dismounted troops ➔C-sUAS training for dismounted troops is expensive and hard to replicate real For personal use only world scenarios. Simulation is a natural fit. ➔C-sUAS is a ‘system of s
Slide 10: Prime & Distributor Relationships
Prime & Distributor Relationships Accessing larger contracts through primes, and validating global distribution For personal use only ➔ XRG sells direct to law enforcement (LE) and military (MIL) customers which is supported indirectly by a growing international distributor network and prime contrac
Slide 11: ALERRT Partnership
ALERRT Partnership A longer-term strategic relationship with the US national standard for active threat response training For personal use only ➔ Advanced Law Enforcement Rapid Response Training (ALERRT) is the US national standard for active threat response training, operating under an FBI partners
Slide 12: Outlook
Outlook Multiple near-term catalysts across product commercialisation and geographic expansion For personal use only 14 ➔ Scale US BAU ARR and deepen the installed base through MR-1 and Interceptor cross-sell. North America— Priority Scale Market ➔ Commercialise MR-1 across DoD and allied militaries
Slide 13: Thank You
For personal use only Thank You Questions? 13
Slide 14: OP-2 Total Addressable Market
OP-2 Total Addressable Market 1% of Global Market = US$203m ARR Total Addressable Annual Recurring Revenue (modelled potential) For personal use only Market > Market Share Sensitivity (USD$m) Total 1% 3% 5% 10% 20% Market (m) Law Enforcement United States 11 32 53 106 212 1,063 Rest of the World 18
Slide 15: OP-CUAS Total Addressable Market
OP-CUAS Total Addressable Market 1% of Global Market = US$21m ARR Total Addressable Annual Recurring Revenue (modelled potential) For personal use only Market > Market Share Sensitivity (USD$m) Total 1% 3% 5% 10% 20% Market (m) Law Enforcement United States 1 4 7 14 28 138 U.K. & Europe 1 2 3 7 13 6