Slide 1: HY2026 Half Year Results
ASX: TAL I n ve s t or P r e s e n tation HY2026 Half Year Results August 2026 Aged care's operating system. Built for the new Act. Awareness · Analysis · Action www.talius.com.au
Slide 2: Important Information & Disclaimer
Important Information & Disclaimer IMPORTANT NOTICE This presentation has been prepared by the management of Talius Group Limited (the ‘Company’) in connection with meetings with private and institutional investors, and not as specific advice to any particular party or person and without taking into
Slide 3: CEO's message – Patrick Howard
CEO’s message – Patrick Howard The first half of 2026 has been a period of strong commercial progress and continued transformation for Talius, as we execute our strategy to build a scalable, higher-margin recurring revenue business. Revenue for the six months to 30 June 2026 was $3.41 million, compa
Slide 4: HY2026 Financial Highlights
HY2026 Financial Highlights Lower deployment revenue, but materially stronger margins and cash performance HY25 Change HY26 Revenue $4.21m ▼ 19% $3.41m Timing of hardware deployments Gross margin 35.3% ▲ 15.7% 51.0% Higher-margin revenue mix Gross profit $1.49m ▲ ~$254k $1.74m Increased despite lowe
Slide 5: Australia's 85+ cohort — record numbers will turn 85 every year
Australia’s 85+ cohort —Record numbers will turn 85 every year for the next 10 years (10 year moving average to triple) Net annual additions to the Australian population aged 85+, 1971–20711 2032 peak +62k/yr 70,000 AUSTRALIANS AGED 85+ Note: annual additions peak in 2032 — but the total 85+ populat
Slide 6: Combined with a Staffing Shortage...
Combined with a Staffing Shortage... The sector cannot hire its way out of this. Productivity per worker will need to rise through technology THE WORKFORCE SQUEEZE 110,000 ~25% A structural shortage A revolving door Australia's projected shortfall of Aged care providers lost over 10,000 direct aged-
Slide 7: Government Funding Tailwinds
Government Funding Tailwinds Policy tailwinds position Talius to capture market share as government funding drives home-care technology upgrades The new Aged Care Bill creates a mandated requirement for improved quality standards and digital compliance, directly incentivizing the adoption of technol
Slide 8: Value Proposition: What we do
Value Proposition: What we do Turning structural demand for technology-enabled care into embedded workflows and recurring revenue 1. AWARENESS 2. ANALYSIS 3. ACTION Data Ingestion Intelligence Layer Workflow Automation → → Multi-sensor data capture Real-time data and Alerts, triage and analytics thr
Slide 9: Subscription Growth
Subscription Growth Continued platform adoption with active subscriptions increasing through HY26 AAR & Subscriptions $3.26m Annualised Recurring Revenue 3,500,000 60,000 3,000,000 50,000 53,204 Active Subscriptions 2,500,000 at 30 June 2026 40,000 2,000,000 30,000 1,500,000 20,000 ARR impacted by F
Slide 10: Margins and revenue profile
Margins and revenue profile Land-and-expand model with high-margin recurring revenue Subscriptions by Segment Revenue & Margin Profile HARDWARE MARGIN SOFTWARE MARGIN 30,000 ~30% ~70% 25,000 Gross margin on device Gross margin on subscription hardware software 20,000 Recurring Revenue Concentration
Slide 11: 2026 Announced Contract Wins
2026 Announced Contract Wins Hardware deployment creates the installed base for recurring software revenue $3.68m $2.79m $296k $890k CONTRACTED VALUE* HARDWARE REVENUE INCREMENTAL ARR 3-YEAR RECURRING REVENUE Customer Site / deployment Hardware ARR 3-yr recurring Contract value APR Adventist Retirem
Slide 12: Land. Expand. Scale.
Land. Expand. Scale. Case study: Adventist network demonstrates the MSA-led growth model LAND Initial deployment proves the 1 APR 2026 2 JUN 2026 3 AUG 2026 platform and establishes the commercial framework. LAND EXPAND SCALE Adventist Retirement Plus (QLD) Seventh-day Adventist Aged Adventist Retir
Slide 13: Land. Expand. Scale. Internationally.
Land. Expand. Scale. Internationally. Case study: Hato Hone St John demonstrates the scale of Talius’ New Zealand opportunity LAND 1 30 JUN 2026 2 30 JUN 2026 3 AUG 2026 Establish a major enterprise relationship and connect customers to the Talius platform. ONLINE AWAITING COMMISSION SCALE 17,442 ~4
Slide 14: FY2026 Strategic Priorities
FY2026 Strategic Priorities Execution roadmap to drive scalable growth and sustainable cashflow Primary Objectives Scalable Growth and Sustainable Cashflow Driven by increasing high-margin software revenue mix vs hardware. Supported by disciplined cost management and operational leverage. Material r
Slide 15: Talius: Investment Summary
Talius: Investment Summary Compelling investment thesis supported by strong fundamentals and growth catalysts Scalable Growth and Sustainable Cashflow Recurring Revenue Growth Operating cash outflow cut 84% (HY25 $1.80m to HY26 $0.28m) and High-margin recurring revenue underpinned by 53,204 active g
Slide 16: HY26 Key Financials and Highlights
HY26 Key Financials HY26 Highlights HY26 HY25 Change $’000 $’000 • 51% gross margin Revenue 3,410 4,213 (19%) up from 35.3% in HY25 despite lower project revenue. Gross profit 1,738 1,485 +17% • 53,200+ active subscriptions Gross margin 51.0% 35.3% +15.7ppt with ARR of approximately $3.26m. Other in
Slide 17: Corporate Snapshot
Corporate Snapshot Talius Group (ASX: TAL) Company Overview Board of Directors Established in 2012, Talius Group is a leading APAC Ramsay Carter Patrick Howard Greg Kennish technology provider for the aged care and healthcare Non-Executive Chairman Managing Director & CEO Non-Executive Director sect
Slide 18: Thank You
Thank You Talius Group Limited ASX: TAL www.talius.com.au investors@talius.com.au Unit 1 & 2, 212 Curtin Avenue West, Eagle Farm, Queensland, 4009 18