Tekcapital Plc · LSE:TEK
Tekcapital — Investor Presentation (August 2026)
21 slides from Tekcapital's investor presentation, August 2026
Slide 1: Transforming University Discoveries into Valuable Companies
TRANSFORMING UNIVERSITY DISCOVERIES INTO VALUABLE A I M : T EK COMPANIES $201.7m Net Assets $191.4m Portfolio Value 530% Investor Presentation · August 2026 tekcapital.com Return on Invested Capital for the past five years
Slide 2: Important Notice
IMPORTANT NOTICE General. This document and the accompanying presentation (together, the “Presentation”) have No representation, warranty or liability. The information in this Presentation has not been been prepared and issued by Tekcapital Plc (the “Company”) solely for information purposes. The in
Slide 3: Record Net Assets, Revenue & Profitability
H 1 2 0 2 6 R E SUL T S · SI X M ON TH S T O 3 0 J UNE 2 0 2 6 Record Net Assets, Revenue & Profitability N ET ASSET S P O RTF O LIO V A LUE REV EN UE & P O RT FO LIO RETU RN US$201.7m US$191.4m US$145.5m ▲ from US$55.1m · Dec 2025 ▲ from US$46.9m · Dec 2025 ▲ from US$6.1m · H1 2025 N AV P ER SHA RE
Slide 4: We build valuable companies from university IP
WHO WE A RE We build 01 DISCOVER valuable companies Access to 4,500+ university IP sources worldwide — mitigating adverse selection and ensuring continuous deal flow. from university IP. 02 BUILD Pair differentiated IP with star-power management teams and Tekcapital plc identifies breakthrough techn
Slide 5: Tekcapital's Incubation Process
TEKCAPITAL'S INCUBATION P ROCESS R E S E AR C H BUILD REALIZE Discover & Evaluate Form, Lead & Fund Spin Off & Return Capital 7 6 Value Creation 5 Seed Financing & Support Secure 4 Leadership Company Formation 3 Market Research 2 IP Protection 1 Technology Readiness Technology Tekcapital has success
Slide 6: Invention Discovery Network
Invention Discovery Network CO MP ETITIV E ADVANTAGE We have visibility to a large portion of the world's university-developed IP. This helps mitigate adverse selection and provides continuous acquisition opportunities across sectors and geographies. 4,500+ Adverse Selection Mitigation Broad visibil
Slide 7: Growth in Net Assets
N ET A SS ET S SI N CE AI M L IS T I NG Growth in Net Assets US$m 250 $1.7m Net Assets 200 at listing (2014) 150 $201.7m Net Assets H1 2026 100 119× 50 Growth of Net Assets since AIM listing 0 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 H1 2026 +530% Return on Invested Net Assets (US
Slide 8: Cost Discipline
COS T DI SC IP LI N E US$m 3 2.7 39% Reduction in total expenses 2.5 2 2.1 1.9 since 2023, despite inflationary headwinds. 1.5 1 7.2% reduction in H1 2026 0.7 0.5 3.5 year consecutive reductions 0 2023 2024 2025 H1 2026
Slide 9: Portfolio Revenue Growth — FY 2025 vs FY 2024
POR T FOL I O M OME NT U M Portfolio Revenue Growth — FY 2025 vs FY 2024 GDN T Guident (Private / IPO) 862% +862% $0.2m revenue, commenced full commercialization in 2025 GN IP GenIP (AIM: GNIP) 323% +323% $408k revenue, 2 years of year to-year revenue growth SALT MicroSalt (AIM: SALT) 187% +187% $2.
Slide 10: Portfolio Company Overview · Fair Value as of 30 June 2026
POR T FOL I O Portfolio Company Overview · Fair Value as of 30 June 2026 C OMP ANY TIC K ER / ST ATUS O W N ER S HI P F A I R V A L UE (U S $ ) 20 25 REVENU E (U S$) YO Y R E VE N U E GR O W TH MicroSalt plc AIM: SALT 57.24% $18.0m $2.14m +187% Innovative Eyewear NASDAQ: LUCY ~5.7% $0.2m $2.7m +69%
Slide 11: MicroSalt
MICROSALT
Slide 12: Revenue Growth — 2023 to 2027E
MICROS ALT · AI M : SA L T · R e v e nu e G r ow t h ( U S $ M) Revenue Growth — 2023 to 2027E US$m 16 14 12 10 8 15.0m 6 4 2 4.5m 2.14m 0 0.38m 0.75m 2023 2024 2025 2026E 2027E Actual Estimated Customer 3 (global top-5 snack manufacturer): formal JDA signed — $5m+ projected 2026, $11m in 2027 from
Slide 13: MicroSalt plc
A IM : S AL T 2025 Key Developments MicroSalt • Customer 3 (global top-5 snack manufacturer): formal JDA signed . Projected revenue of $4.5m in 2026 and $15m in 2027 plc • Daiya Foods partnership: $50k initial order with $500k+ projected 2026 volume $2.14m FY 2025 Revenue • Microsalt® Premium launch
Slide 14: Glucyd
Glucyd — ee your eyewear” SOx +313% wan + O.8K% PIR + pence 1 ee at «LUCY NasdaqListed
Slide 15: Innovative Eyewear Inc.
N A S DA Q: L U C Y Recent Developments Innovative • World's first ANSI® Z87.1-certified smart safety eyewear — Lucyd Armor® — with ChatGPT, auto-tinting lenses & walkie-talkie VoIP Eyewear Inc. • Reebok Powered by Lucyd launched April 2025 — high-fidelity speakers tuned for outdoor sport $2.7m FY 2
Slide 16: Guident's Remote Monitoring & Control Center in Boca Raton, Florida
Guident’s Remote Monitoring & Control Center in Boca Raton, Florida
Slide 17: Guident Corp.
Guident Corp. +862% 6 Revenue Growth Customers P R O V I D E S R E MO T E M O N I T O R I N G A N D C O N T RO L S E RV I C E S FO R A U T O N O MO U S V E H I C L E S A N D RO BO T S . 2025 Key Developments IPO PO T EN T IA L CA T A L YS T • 6 active customers including Jacksonville Transportation
Slide 18: GenIP plc
A IM : G N I P Recent Developments • $65k contract with Singapore-based research institute — 100 GenAI-enhanced analytical GenIP plc assessments • $350k contract with Saudi Arabia research organisation — 400 assessments + technology commercialisation consulting $520k Revenue (10mo to Oct '25) • Firs
Slide 19: Vesari Inc
Vesari Inc vesari.ai N E W P O R T F O L I O C O M P A N Y · 5 1 % EQ UI T Y · P A T E N T P O R T F O L I O V A L UE D ~ U S $ 2 9 3 M Providing IP for increasing the efficiency of geothermal-powered AI data centres — behind-the-meter, grid-independent, connected via LEO satellites. IN VE ST MEN T
Slide 20: Reasons to Invest in Tekcapital
T H E INVE ST M ENT CAS E Reasons to Invest in Tekcapital 01 · P ORTF OLIO GROWTH 02 · NEA R-TERM C ATA LYSTS 03 · C OST DISC IP LINE Exceptional revenue growth Multiple value catalysts Sustained cost discipline All four companies accelerating in 2025 — Guident listing pending; MicroSalt guiding Ope
Slide 21: Corporate Information
COR POR AT E ADV I S ORS Corporate Information NOM AD & BROKER I N VES T OR R EL AT IO N S SP Angel Corporate Finance LLP Flagstaff Strategic and Investor Communications 35-39 Maddox Street, London W1S 2PP 1 King Street, London EC2V 8AU +44 20 3470 0470 +44 (0) 207 129 1474 S OL IC I TOR S A U DI TO