Austco Healthcare Ltd · ASX:AHC
Austco Healthcare — FY2026 Earnings Presentation
24 slides from Austco Healthcare's earnings presentation, Aug 27, 2026
Slide 1: FY26 Full-Year Results
ASX : AHC HEALTHCARE COMMUNICATI ONS, WORLDWIDE FY26 Full-Year Results Record results. More than 5,000 facilities to build on. Clayton Astles Brendan Maher C HI EF EXEC U TI VE C HI EF F IN ANC IA L O F F IC ER O F F IC ER Austco Healthcare Limited · ASX: AHC · 27 August 2026
Slide 2: FY26 Highlights
FY26 HIGHLIGHTS Record revenue and earnings, delivered while absorbing three businesses A RECO RD YE AR $94.2m Record revenue, up 15.8%. EBITDA of $14.9 million, up 14.0%. ST RUCTURAL GRO WTH TAILWINDS US$1.9tn Global digital health spending forecast by 2031, a 25.7% compound rate, driven by ageing
Slide 3: FY26 Scorecard
FY26 SCORECARD Record revenue and profit, gross margin up, EBITDA margin broadly in line with the pcp R EVEN UE EB IT D A G R OS S M AR G IN $94.2m ▲ 15.8% $14.9m ▲ 14.0% 53.4% ▲ 140bp A full year from G&S and growth in ANZ and Gross profit growth of 18.7% partly offset by Materials costs fell in ab
Slide 4: Austco At A Glance
AUSTCO AT A GLANCE Four decades of clinical communications, delivered from six countries to more than sixty “TRUSTED BY LEADING HOSPITALS AND AGED CARE PROVIDERS ACROSS 5 CONTINENTS.” TRUSTED EXPERTISE GLOBAL FOOTPRINT Supporting healthcare facilities in over 60 countries worldwide International pre
Slide 5: Healthcare Megatrends
HEALTHCARE MEGATRENDS Demand is structural, the timing of hospital capital spending is not Ageing populations Healthcare digitalisation Regulatory & compliance demands Requirements covering patient safety, incident reporting and data privacy continue to tighten, and increasingly require systems that
Slide 6: Where Austco Fits In A Healthcare Facility
WHERE AUSTCO FITS IN A HEALTHCARE FACILITY From the bedside to the enterprise, on one platform 1 1 Command Centre Enterprise reporting and operational insight across sites, alongside system 2 readiness monitoring and fall detection. 2 Across the healthcare facility Tacera software handling alarm man
Slide 7: Enterprise Products
ENTERPRISE PRODUCTS AI-informed insight, system readiness and fall detection Pulse Insights Operational insights AI-informed analysis of call volume and staffing, unusual call patterns and automatic workflow assignment. Pulse Manage System readiness Monitoring of network, servers, device faults and
Slide 8: AI-Enabled Healthcare
AI-ENABLED HEALTHCARE The roadmap for embedding intelligence across the Austco platform Tacera Pulse RTLS AI layer — roadmap Predictive clinical intelligence Intelligent workflow optimisation Fall risk scoring, call anomaly detection and deterioration early AI-powered staff routing on acuity, worklo
Slide 9: How We Earn Revenue
HOW WE EARN REVENUE Three revenue lines, three different economics EQUIPMENT 55% INSTALLATION 33% SMA 12% EQUIPMENT INSTALLATION SOFTWARE & MAINTENANCE $51.9m ▲ 12.1% $31.0m ▲ 21.4% $11.4m ▲ 19% AT THE POINT OF SALE OVER THE LIFE OF THE WORKS OVER THE AGREEMENT TERM Call points, in-room devices, Con
Slide 10: How A Contract Is Won
HOW A CONTRACT IS WON A system is tendered once and then earns for a decade or more Specified before it is built Won once, delivered over time The cycle lengthened in FY26 Clinical communications is specified into An award enters unfilled contracted Slower construction programmes and a building duri
Slide 11: The Austco Healthcare Business Model
THE AUSTCO HEALTHCARE BUSINESS MODEL We win the facility, then we monetise it for a decade 03 SERVICE AND EXTEND 01 BID AND WIN The decision is made 02 INSTALL Equipment and Software, maintenance and additional modules once, for a system life installation were 88.0% are earned at higher measured in
Slide 12: Monetising The Base
MONETISING THE BASE Won in 2023, retained in 2024, converted to a decade of revenue in 2026 $4.2m TEN-YEAR RECURRING REVENUE CONTRACT NOVEMBER 2023 · CO NT RACT WIN Tacera delivered to Ng Teng Fong General Hospital and Jurong Community Hospital. Project revenue as the customer acquisition channel. S
Slide 13: Latin America Contract Win
LATIN AMERICA CONTRACT WIN Hospital Israelita Albert Einstein, ranked the number one hospital in Latin America $1.85m PHASE ONE PURCHASE ORDERS RECEIVED THE WIN Nurse call retrofit awarded over the incumbent competitor, won on the strength of relationship and solution quality with reseller partner T
Slide 14: Australia, Contract Win, Warrnambool Base Hospital
AUSTRALIA, CONTRACT WIN, WARRNAMBOOL BASE HOSPITAL Won on cost and integration in a $396.1 million Victorian redevelopment $1.1m NURSE CALL CONTRACT AWARDED WHY AUSTCO WON Selected over the incumbent competitor on cost and integration, continuing Austco Australia’s record of public hospital delivery
Slide 15: Geographic Revenue Mix
GEOGRAPHIC REVENUE MIX The mix shifted to Australia and New Zealand, where the acquisitions landed 56% of Group revenue, driven Revenue by region, FY25 vs FY26 ANZ by G&S Technologies and +15.8% ▲ 38.1% $52.8m public hospital and aged care programmes. 32% of Group revenue, with NORTH AMERICA tariff-
Slide 16: Software & Maintenance
SOFTWARE & MAINTENANCE Grew 19% across the year, and accelerated in the second half $11.4m ▲ 19% 12.0% +28% of Group revenue, up from 11.7% 2H vs 1H: $6.4m vs $5.0m Software & SMA revenue, $m How it is earned Software is sold as a perpetual licence, recognised at the point of FY24 $9.3m (+9%) sale;
Slide 17: Unfilled Contracted Revenue
UNFILLED CONTRACTED REVENUE New contract wins outpaced record Q4 deliveries $51.2m ▲ 13% ▼ FX growth since June 2026, driven by new year-end movement driven by currency awards translation, not lost work By region By revenue type ANZ $16.7m Equipment $17.6m North America $24.5m Installation $20.9m As
Slide 18: FY26 EBITDA Bridge
FY26 EBITDA Bridge Record gross profit and EBITDA in FY26 Gross margin improved to GROSS PROFIT ▲ 18.7% $50.3m 53.4% from 52.0% as materials EBITDA bridge, $000 costs fell in absolute terms. +7,916 −6,096 The first full year of the OVERHEADS acquired businesses, growing ▲ 24.0% $35.6m faster than re
Slide 19: Cash Flow
CASH FLOW Cash grew to $16.3 million after paying a $6.0 million earn-out Cash bridge, $000 +12,511 −2,794 −6,017 −1,412 −494 16,277 14,483 FY25 cash Operating Capex & dev. Earn-out Leases Fx/Other FY26 cash 19
Slide 20: Extending National Coverage, South Australia Acquisition
EXTENDING NATIONAL COVERAGE, SOUTH AUSTRALIA ACQUISITION Medical Communications Systems acquired at the same multiple as the three before it 3.5× $1.88m $0.82m 15 normalised EBITDA, ~$2.88m net revenue added, FY basis EBITDA, FY basis years as our reseller, since 2011 total consideration FO UR ACQUI
Slide 21: Strategy And Outlook
STRATEGY AND OUTLOOK Clear priorities for sustainable growth and scale Continuous innovation Expand recurring revenue Enhance margin profile $4.8 million invested in the Tacera platform in Software and maintenance grew 19% to $11.4 Gross margin up 140bp to 53.4% on supply FY26, with the AI roadmap e
Slide 22: Important Information And Disclaimer
IMPORTANT INFORMATION AND DISCLAIMER This presentation was prepared by Austco Healthcare Limited and was Disclaimer. Other than to the extent required by law, neither Austco nor any of authorised for release by the Board of the Company. It does not constitute an its affiliates, associates, sharehold
Slide 23: Contact
Contact Matthew Pearson I N VE ST O R RE L A TI O N S
Slide 24: Appendix · M&A Scorecard
APPENDIX · M&A SCORECARD Strengthening capability, delivering integration, disciplined pipeline ACQ UISITIO N CO MPLETED GEO GRAPHY EARN-OU T OUT COME Teknocorp November 2023 Western Australia Completed Amentco May 2024 Queensland Outperformed — recognised at $5.9m, settled at $8.4m G&S Technologies