Tekcapital Plc · LSE:TEK
Tekcapital — Investor Presentation (October 2026)
22 slides from Tekcapital's investor presentation, October 2026
Slide 1: Transforming University Discoveries into Valuable Companies
TRANSFORMING UNIVERSITY DISCOVERIES INTO VALUABLE AIM: TEK COMPANIES $201.7m Net Assets $191.4m Portfolio Value 530% Investor Presentation · October 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
H1 2026 RESULTS · SIX MONTHS TO 30 JUNE 2026 Record Net Assets, Revenue & Profitability N ET AS S ET S P ORT F OL IO VAL UE REVEN UE & P ORT F OL IO RET URN US$201.7m US$191.4m US$145.5m ▲ from US$55.1m · Dec 2025 ▲ from US$46.9m · Dec 2025 ▲ from US$6.1m · H1 2025 N AV P ER S HARE OP ERAT IN G COS
Slide 4: We build valuable companies from university IP
W H O W E A R E We build 01 DISCOVER valuable companies Access to 4,500+ university IP sources worldwide — mitigating adverse selection and ensuring continuous deal flow. from university IP. 02 BUILD Pair differentiated IP with star-power management teams and Tekcapital plc identifies breakthrough t
Slide 5: Tekcapital's Incubation Process
TEKCAPITAL'S INCUBATION PROCESS RESEARCH BUILD REALIZE Discover & Evaluate Form, Lead & Fund Spin Off & Return Capital 7 6 Value Creation 5 Seed Financing & Support Secure 4 Leadership Company Formation 3 Market Research 2 IP Protection 1 Technology Readiness Technology Tekcapital has successfully a
Slide 6: Invention Discovery Network
Invention Discovery Network COMPETITIVE ADVANTAGE We have visibility to a large portion of the world's university-developed IP. This helps mitigate adverse selection and provides continuous acquisition opportunities across sectors and geographies. 4,500+ Adverse Selection Mitigation Broad visibility
Slide 7: Growth in Net Assets
N E T A S S E T S S I N C E A I M L I S T I N G Growth in Net Assets US$m 250 $1.7m Net Assets 200 at listing (2014) 150 $201.7m Net Assets H1 2026 100 119× 50 Growth of Net Assets since AIM listing 0 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 H1 2026 +530% Return on Invested Net As
Slide 8: Cost Discipline
C O S T D I S C I P L I N E US$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
P O R T F O L I O M O M E N T U M Portfolio Revenue Growth — FY 2025 vs FY 2024 GDNT Guident (Private / IPO) 862% +862% $0.2m revenue, commenced full commercialization in 2025 GNIP GenIP (AIM: GNIP) 323% +323% $408k revenue, 2 years of year to-year revenue growth SALT MicroSalt (AIM: SALT) 187% +187
Slide 10: Portfolio Company Overview · Fair Value as of 30 June 2026
P O R T F O L I O Portfolio Company Overview · Fair Value as of 30 June 2026 COMPANY TICKER / STATUS OWNERSHI P FAIR VALUE (US$) 2025 REVENUE (US$) YOY REVENUE GROWTH MicroSalt plc AIM: SALT 57.24% $18.0m $2.14m +187% Innovative Eyewear NASDAQ: LUCY ~5.7% $0.2m $2.7m +69% Guident Corp. Private / S-1
Slide 11: MicroSalt
MIGROSALT
Slide 12: Revenue Growth — 2023 to 2027E
MICROSALT · AIM: SALT · Revenue Growth (US$M) Revenue Growth — 2023 to 2027E US$m 16 14 12 10 8 15.0m 6 4 2 4.5m 2.14m 0.38m 0.75m 0 2023 2024 2025 2026E 2027E Actual Estimated Customer 3 (global top-5 snack manufacturer): formal JDA signed — $5m+ projected 2026, $11m in 2027 from this relationship
Slide 13: MicroSalt plc Key Developments
AIM: SALT 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 launched for QS
Slide 14: Olucyd
Olucyd upgrade your eyewear™ am +. COMCAST . Sreseas” ‘@ amazon” —_p paypal “~~ @proancom Seen vS12% PEP +149% AAPL 171% soux +3: oot eye. +2 6% Aveo ae WO? eae ome eas come a a stm chUCy.. NasdaqListed
Slide 15: Olucyd
Olucyd Upgrade your eyewear Z reddot winner 2026 i Safety Certified (ANS! ENISO16321.1 @;
Slide 16: Innovative Eyewear Inc. Key Developments
NASDAQ: LUCY Key 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. • 2026 Red Dot Des
Slide 17: Guident's Remote Monitoring & Control Center in Boca Raton, Florida
Guident’s Remote Monitoring & Control Center in Boca Raton, Florida
Slide 18: Guident Corp.
Guident Corp. +862% 6 Revenue Growth Customers PROVI DES REMOTE MONI TORI NG AND CONTROL SERVI CES FOR AUTONOMOUS VEHI CL ES AND ROBOTS. Key Developments IPO POTENTIAL CATALYST • 6 active customers including Jacksonville Transportation Authority, City of West Palm Beach, City of Boca Raton, Grupo LO
Slide 19: GenIP plc Recent Developments
AIM: GNIP Recent Developments GenIP plc • $65k contract with Singapore-based research institute — 100 GenAI-enhanced analytical assessments • $350k contract with Saudi Arabia research organisation — 400 assessments + technology commercialisation consulting $520k Revenue (10mo to Oct '25) • First 'Co
Slide 20: Vesari Inc
Vesari Inc vesari.ai NEW PORTFOL I O COMPANY · 51% EQUI TY · PATENT PORTFOL I O VAL UED ~US$293M Providing IP for increasing the efficiency of geothermal-powered AI data centres — behind-the-meter, grid-independent, connected via LEO satellites. INVESTMENT THESIS THE AI POWER CONSTRAINT Access to re
Slide 21: Reasons to Invest in Tekcapital
THE INVESTMENT CASE Reasons to Invest in Tekcapital 01 · PORTFOLIO GROWTH 02 · NEAR-TERM CATALYSTS 03 · COST DISCIPLINE Strong revenue growth Multiple valuation catalysts Sustained cost discipline All four companies accelerating in 2025 — Guident potential listing; MicroSalt revenue Operating expens
Slide 22: Corporate Information
C O R P O R A T E A D V I S O R S Corporate Information NOMAD & BROKER INVESTOR RELATIONS 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 SOLICITORS AUDITORS Bird &