Xreality Group Limited · ASX:XRG
Xreality — Ord Minnett Defence & Defence Materials Conference (October 2025)
16 slides from Xreality's conference presentation, Oct 28, 2025
Slide 1: Investor Presentation
Investor Presentation Ord Minnett Defence & Defence Materials Conference 28 October 2025
Slide 2: Introduction to xReality Group
Introduction to xReality Group Who is xReality Group? Financial Snapshot Top 5 Shareholders Shares (m) % • xReality Group (XRG) is a market leader in immersive Extended Reality (XR), Shares on Issue 745,407,925 Birkdale 192 26% delivering advanced training and operational planning systems for Global
Slide 3: Core Product: Problem
Core Product: Problem • All training in high-risk environments is expensive, time • High end, expensive simulators have been used for consuming and complex strategic and operational level assets but no solution for tactical level troops and police officers Resulting in • Historically, those agencies
Slide 4: Core Product
Core Product: • Designed for soldier and police officer training • Design unlimited scenarios in minutes • Integrate real weapons • Mobile and offline • Simple and easy to use • Detailed planning and rehearsal features 4
Slide 5: Operator XR: What makes us unique?
Operator XR: What makes us unique? • Operator XR is lead and operated by Special Forces and Law Enforcement Deep subject knowledge veterans with extensive experience in field operations, software and technology. and experience • All software & electronics development is created in-house by some of t
Slide 6: Operator XR: Rapid Growth
Operator XR: Rapid Growth • Operator XR Annual Recurring Revenue (ARR) at the end of the ARR - Operator ($m) quarter was $6.0m (up 28% in the quarter). 7.0 • Operator XR Growth in Sales - Total Contract Value for FY26 YTD is 6.0 $6.3m after a strong first quarter. 5.0 • Operator XR has seen continue
Slide 7: Operator XR: Continued Wins
Operator XR: Continued Wins XRG is winning in the VR Space US Market • 72 individual Agencies • Law Enforcement - federal, state and county departments. • Military – including National Guard, Air Force, Space Force US Department of Defense Project • 20-month project valued at $5.6m AUD • 6 months re
Slide 8: DPS Project: Record Contract - Update
DPS Project : Record Contract - Update • In August, xReality Group (XRG) was awarded a contract with the Texas Department of Public Safety, for up to $5.7 million marking the largest order to date for Operator XR’s OP-2 training systems. • The agreement comprises $4.3 million for software licences,
Slide 9: Texas DPS: Record Contract - Update
Texas DPS: Record Contract - Update • In August, xReality Group (XRG) was awarded a contract with the Texas Department of Public Safety, for up to $5.7 million marking the largest order to date for Operator XR’s OP-2 training systems. • The agreement comprises $4.3 million for software licences, sys
Slide 10: DoD Project: Contract Update
DoD Project: Contract Update • On the 11th of September 2024, the company announced an R&D project with the US Department of Defense valued at $5.6m. • The 20-month project continues to progress well with 6 months left on the project. • Delivery progress under DoD project – on track to complete May
Slide 11: ROW Markets: Significant opportunities
ROW Markets: Significant opportunities Continued new business momentum across rest of world markets APAC • Operator XR Distributors throughout the APAC Region are gaining further momentum in multiple markets across the region. • Japan – Exhibited at 2 major defence trade shows including DSEI (May) a
Slide 12: Product Development
Product Development Significant new product pipeline to unlock new markets and expand existing accounts • New product development costs are being offset by a $2.1m Government grant through the Industry Growth Program. • This 2-year grant, awarded in August 2025, is contributing funding to develop: •
Slide 13: Operator XR Journey
Operator XR Journey FY23 FY24 FY25 FY26 Operational • Impact of first sale in the US, • Established entry into the US • Continued investment in the US • Scale US sales and operations enhancing reputation and market operations, customer service credibility and sales teams • Sentinel fixed facility sy
Slide 14: Company Outlook
Company Outlook • The Company has already delivered a strong start to FY26 with major contract wins, including the $5.7m Texas State contract and a $2.1m government grant, which confirm strong momentum. • YTD TCV $6.3m • End of Q1 ARR of $6m • Qualified Sales Pipeline has increased to $51m (up 40% Q
Slide 15: Contact
Contact Wayne Jones Chief Executive Officer wjones@xrgroup.com.au Kim Hopwood Chief Operating Officer khopwood@xrgroup.com.au www.xrgroup.com.au 15
Slide 16: Disclaimer
Disclaimer This presentation has been prepared by xReality Group Limited (XRG) and provides general background information about the Company’s activities. That information is current at the date of this presentation. The information is a summary and does not purport to be complete. This presentation
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