Sensen Networks Ltd. · ASX:SNS
Sensen Networks — H1 FY2026 Earnings Presentation
20 slides from Sensen Networks's earnings presentation, Feb 26, 2026
Slide 1: ASX Release: Investor Presentation
ASX Release 26 February 2026 Investor Presentation Melbourne, Australia – Live Awareness AI solutions provider SenSen Networks Limited (ASX:SNS) (“SenSen” or “the Company”) provides the attached Investor Presentation. This release is approved by the Board of SenSen Networks Limited. For personal use
Slide 2: 1H FY26 results presentation
SenSen Networks Ltd. (ASX:SNS) For personal use only 1H FY26 results presentation 26 February 2026 1
Slide 3: Disclaimer
Disclaimer This presentation (Presentation) has been prepared by SenSen Networks Limited (SenSen) on 26 February 2026 and is based on publicly available information. Summary information - This Presentation contains summary information about SenSen and its activities which is current only as at the d
Slide 4: HY26 Highlights
HY26 Highlights Revenue & ARR Growth For personal use only 20.2% Revenue growth of 20.2% and 24.7% ARR growth Powered by onboarding of new customers and 115.2% usage revenue growth Revenue Growth vs PCP Strong Sales Momentum Five new city wins expanding SenSen's footprint to 27 Smart City customers
Slide 5: HY26 Financial Highlights
HY26 Financial Highlights Record cash receipts and strong revenue and gross profit drive positive EBITDA For personal use only Revenue ($m) Gross Profit ($m) Customer Receipts ($m) EBITDA ($m) $6.6 $5.6 $8.3 20.2% 32.6% 31.4% $0.3 $5.4 $5.5 139.3% $4.1 $4.2 $6.3 $5.2 HY24 HY25 HY26 1 -$0.9 -$1.1 HY2
Slide 6: Gross margin expansion and operating cost leverage
Gross margin expansion and operating cost leverage Improved profitability driven by gross margin expansion and OPEX compression For personal use only Gross margin expansion Operating expenditure as a % of revenue (22%) 112.0% 9.1% 85.2% 105.0% 77.3% 90.0% 76.1% HY24 HY25 HY26 HY24 HY25 HY26 5
Slide 7: Annual Recurring Revenue and Net Revenue Retention
Annual Recurring Revenue and Net Revenue Retention Strong customer retention and new customers driving growth in ARR Annual Recurring Revenue ($m) Net Revenue Retention For personal use only $10.6 $10.1 27% CAGR 123% $8.5 114% $7.4 113% 106% Jun-24 Dec-24 Jun-25 Dec-25 Jun-24 Dec-24 Jun-25 Dec-25 Co
Slide 8: Revenue seasonality
Revenue seasonality H2 has historically been seasonally stronger than H1 For personal use only First half vs second half revenue split ($M) Commentary $15.4 • Second-half revenue is seasonally higher than first-half because over 70% of our total revenue comes from $12.1 64% Australia, where new proj
Slide 9: Income Statement
Income Statement Income Statement Movement Movement $000 HY26 HY25 $ % Commentary For personal use only Revenue Upfront hardware and implementation services 1,657 1,179 477 40.5% • Revenue up 20.2% vs PCP, driven by the Recurring licence, maintenance and usage 4,936 4,304 632 14.7% onboarding of new
Slide 10: Cash and Debt Management
Cash and Debt Management HY24 Cash flow statement - proforma Proforma1 Actual Movement Movement $000 Dec-25 Dec-25 Dec-24 $ % Receipts from customers 8,281 8,281 6,304 1,977 31.4% Commentary For personal use only Payments to suppliers and employees (9,606) (9,606) (6,716) (2,890) (43.0%) Net Interes
Slide 11: Balance sheet
Balance sheet Balance Sheet $000 Dec-25 Jun-25 Commentary For personal use only ASSETS Cash and cash equivalents 439 2,833 Trade and other receivables 1,405 2,400 • Cash position strengthened following receipt of the FY25 R&D R&D refund receivable 3,483 1,970 refund in February 2026, with the Rockin
Slide 12: Business Overview
SenSen Business Overview Competitive moat For personal use only • Deep integration into customer workflows & infrastructure • Hybrid H/w & S/W SaaS solutions • Low churn due to high switching costs SenSen Core IP; Multiple Patents; Single Horizontal Platform • Multiple Products • Multiple Use Cases
Slide 13: Solution Illustration – City Kerb Enforcement
SenSen Solution Illustration – City Kerb Enforcement For personal use only CAMERAS & SENSORS CITY ERP SYSTEMS CITY AI AUTOMATION OUTCOME Vehicle Zone Map Asset Database Database SenDISA Multi-Sensor Data Fusion Platform Images and GPS data fused, Accurate by-law violation detection & non- Multiple f
Slide 14: Addressable Markets
SenSen Addressable Markets Market Sizing: TAM2, SAM3 and SOM4 For personal use only Globally in 2025 there are: • TAM: 12,000 unique cities1 • SAM: 2,000 cities (exc. very small cities) • SOM: 1,000 cities from geographies in our focus: NA, ANZ, Singapore, India. • Current customers: 60 cities • Cur
Slide 15: Global Footprint – Feb 2026 – Key Customers
SenSen Global Footprint – Feb 2026 – Key Customers For personal use only SENSEN.AI 14
Slide 16: International – North America
International – North America Strong sales momentum in North America with five new city wins via our channel partners expanding the Company’s footprint to 27 Smart City customers in North America. For personal use only • The United States is the world’s largest economy, offering access to a vast and
Slide 17: Australian Fuel Retail Sites
Australian Fuel Retail Sites Consistent growth momentum in fuel retail business For personal use only Fuel Retail Sites Market Sizing: Australia 560 We are currently focused only in Australia, 522 and in 2025 there are: 426 • TAM: 6,500 Fuel Stations in Australia 387 • SAM: 4,000 Fuel Stations (exc.
Slide 18: Investment Proposition
SenSen Investment Proposition • Strong revenue growth, Australian technology company exporting globally For personal use only Globally Scalable • Rapidly growing, recurring Software-as-a-Service, hardware & professional services revenues Business • Customers continually increase the length of automa
Slide 19: About SenSen
About For personal use only AboutSenSen SenSen Who are we World leaders in AI powered remote compliance and automation solutions • Cities and • Fuel retailers municipalities • Airports • Universities Our customers • Enforcement • Seaports authorities and Police • Our AI platform automates compliance
Slide 20: Thank You
SenSen Networks Ltd. (ASX:SNS) For personal use only THANK YOU The Company plans to undertake an investor update roadshow in March 2026 www.sensen.ai | investors@sensen.ai 1 9