Hansen Technologies Limited · ASX:HSN

Hansen Technologies — FY2026 Earnings Presentation

28 slides from Hansen Technologies's earnings presentation, Aug 19, 2026

1. Slide 1: Results Presentation Full Year 2026

   RESULTS PRESENTATION FULL YEAR 2026 19 August 2026 © HANSEN

2. Slide 2: Important Notice

   This presentation has been prepared by Hansen Technologies Limited (Hansen) IMPORTANT NOTICE Information contained in this presentation: Definitions: • Is intended to be general background information only, • FY22 = financial year ended 30 June 2022 and is not intended that it be relied upon as advi

3. Slide 3: Agenda

   Agenda • About Hansen • Leadership Changes • Financial Highlights • Hansen & AI • Results Details • M&A • Outlook © HANSEN 3

4. Slide 4: Hansen is a leading provider of industry-specific software

   Hansen (ASX: HSN) is a leading provider of 80M+ industry-specific software for the global energy, utilities, communications and media sectors. Combining deep domain expertise with proven technology, Hansen helps customers modernise operations, accelerate transformation and Energy & Utilities end-cus

5. Slide 5: Leadership Changes

   LEADERSHIP CHANGES Andrew Hansen – Global CEO & Managing Director

6. Slide 6: Leadership Changes: Stuart MacDonald Appointed CEO, Andrew Hansen Executive Chair

   LEADERSHIP CHANGES A New Chapter of Growth: Stuart MacDonald Appointed CEO, Andrew Hansen to Executive Chair Board led succession process with all changes effective 19 November 2026 RETIRING TR ANSITIONING INCOMING David Trude Andrew Hansen Stuart MacDonald Chair - Retiring from the Board Executive

7. Slide 7: Financial Highlights

   FINANCIAL HIGHLIGHTS Andrew Hansen – Global CEO & Managing Director

8. Slide 8: FY26 Financial Highlights

   FY26 FINANCIAL HIGHLIGHTS Operating Support & Maintenance Underlying Revenue Revenue EBITDA $386m $230m $120m Up 7.2% vs FY25 Down 1.5% vs FY25 Up 13.4% vs FY25 Underlying EBITDA Margin 31.0% Cash Operating Underlying EBITDA Cash Flow NPATA $106m $110m $66m Up 13.7% vs FY25 Up 52.0% vs FY25 Up 15.9%

9. Slide 9: Hansen & AI

   HANSEN & AI Andrew Hansen – Global CEO & Managing Director

10. Slide 10: AI Foundation Built

    AI FOUNDATION BUILT HANSEN HAS ESTABLISHED THE CORE AI FOUNDATIONS REQUIRED TO SIMPLIFY THE STACK AND SCALE GLOBALLY EXPLORING THE BUILDING AI MODERNISING OUR USING DATA TO DRIVE PLANNING HANSEN’S OPPORTUNITY CAPABILITY PRODUCTS & OPERATIONS TRANSFORMATION NEXT FIVE YEARS Understanding where AI Equi

11. Slide 11: Strategic AI Vision

    STRATEGIC AI VISION LEVERAGING NOVA RAG TO BUILD AN AI-ENABLED PRODUCT PLATFORM UNIFY: Progressively upgrade customers to a unified, modular, locally targeted, AI enabled product suite INNOVATE: Accelerate innovation by embedding governed AI into products, workflows and delivery INTEGRATE: Improve M

12. Slide 12: Results Details

    RESULTS DETAILS Richard English - Chief Financial Officer

13. Slide 13: Focused Execution Delivering Earnings Growth

    FOCUSED EXECUTION DELIVERING EARNINGS GROWTH Operating Revenue ($m) Underlying EBITDA ($m) • FY26 revenue of • Underlying EBITDA $386.5m remained increased 7.2% broadly stable despite • Margin expanded to 31.0% 119.6 392.5 386.5 customer caution and FX 111.7 353.1 • Disciplined cost 311.8 100.3 296.

14. Slide 14: Diversified, High-Visibility Revenue Base Underpinning Resilience and Growth

    DIVERSIFIED, HIGH-VISIBILITY REVENUE BASE UNDERPINNING RESILIENCE AND GROWTH Global and Sector Diversity High-Quality Recurring Revenue High Margin Licence Revenue Support & Maintenance Revenue Licence Revenue & % of Total Revenue 12.7% Outer 11% 16% AMERICAS APAC 10.3% 9.1% 11.3% EMEA 9.4% Total 48

15. Slide 15: Communications & Media

    COMMUNICATIONS & MEDIA Revenue by Region ($m) Segment Result 7.3 Variance 1 7.4 $ Million FY26 FY25 (%) 10.7 10.3 11.6 21.9 32.1 Revenue 184.2 171.3 7.5% 38.2 31.2 28.0 Expenses (78.1) (79.1) (1.4%) 155.0 Underlying EBITDA 106.1 92.2 15.1% 131.8 98.5 105.6 109.3 Underlying EBITDA Margin 57.6% 53.8%

16. Slide 16: Energy & Utilities

    ENERGY & UTILITIES Revenue by Region ($m) Segment Result 46.6 Variance 45.1 39.5 $ Million FY26 FY25 1 (%) 39.7 38.6 37.0 29.6 53.1 Revenue 202.3 221.1 (8.5%) 45.2 47.0 Expenses (131.8) (142.0) (7.2%) 136.0 125.8 Underlying EBITDA 70.5 79.1 (10.8%) 106.0 74.3 78.0 Underlying EBITDA Margin 34.9% 35.8

17. Slide 17: Strong Cash Generation Funding Growth

    STRONG CASH GENERATION FUNDING GROWTH Group Cash Flow ($m) Strong cash generation • Operating cashflow of $110.4m up 52% on prior year Operating Cash Flow $110.4m Reinvesting in our products Operating Activities • ~7% of revenue spent on R&D of which $13.5m was Investing Activities capitalised Finan

18. Slide 18: Capacity to Invest, Acquire and Return

    CAPACITY TO INVEST, ACQUIRE AND RETURN Strong Balance Sheet provides flexibility Operating Cash Flow Net Debt ($m) & Leverage Ratio1 ($m) $m and Cash Conversion Ratio2 0.3x powercloud 0.9x 0.3x Dial AI 0.9x CONUTI Digitalk 0.8x 0.2x 0.7x 0.1x 0.7x 28.5 110.4 24.5 91.2 78.8 72.6 17.4 16.9 59.1 0.0x 0

19. Slide 19: M&A

    M&A Andrew Hansen – Global CEO & Managing Director

20. Slide 20: M&A: Disciplined, Repeatable Value-Creation Playbook

    M&A: DISCIPLINED, REPEATABLE VALUE-CREATION PLAYBOOK Organic growth remains the priority: M&A adds scale, deepens capability and extends market reach OUR APPROACH: A REPEATABLE MODEL WHERE WE LOOK Long-term track record Energy & Utilities Entry into high-growth markets or scale/product expansion in

21. Slide 21: Recap on Recent Acquisitions

    RECAP ON RECENT ACQUISITIONS Strengthening capabilities. Expanding reach. Driving long-term value Digitalk Dial AI powercloud STATUS: Performing ahead of expectations STATUS: Building momentum & Winning Customers STATUS: Below expectations • Strong revenue growth and margin profile • Enhancing diffe

22. Slide 22: Outlook

    OUTLOOK Andrew Hansen – Global CEO & Managing Director

23. Slide 23: Outlook

    OUTLOOK FY27 revenue is expected to be broadly stable relative to FY26, reflecting the ongoing transition from upfront Licence revenue to recurring consumption-based revenue streams and continued foreign exchange headwinds. • Support & Maintenance revenue: is expected to grow approximately 6–8% in F

24. Slide 24: Questions

    QUESTIONS ANSE

25. Slide 25: Appendix

    APPENDIX © HANSEN

26. Slide 26: Consolidated Statement of Comprehensive Income; Reconciliation of Underlying EBITDA and NPATA

    CONSOLIDATED STATEMENT OF COMPREHENSIVE INCOME RECONCILIATION OF UNDERLYING EBITDA AND NPATA FOR THE YEAR ENDED 30 JUNE 2026 FOR THE YEAR ENDED 30 JUNE 2026 2026 2025 Earnings before Interest, Taxes, Depreciation and Amortisation (EBITDA) - Reconciliation 1 #039;000 #039;000 2026 2025 Operating revenue 38

27. Slide 27: Consolidated Statement of Financial Position and Cash Flows

    CONSOLIDATED STATEMENT OF FINANCIAL POSITION CONSOLIDATED STATEMENT OF CASH FLOWS AS AT 30 JUNE 2026 FOR THE YEAR ENDED 30 JUNE 2026 2026 2025 2026 2025 #039;000 #039;000 #039;000 #039;000 Current assets Cash flows from operating activities Cash and cash equivalents 54,827 48,191 Receipts from customers 454,528

28. Slide 28: Stay connected

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