Acusensus Ltd · ASX:ACE

Acusensus — Investor Presentation (December 2025)

28 slides from Acusensus's investor presentation, Dec 15, 2025

  1. Slide 1: Acusensus Equity Raising Presentation

    Acusensus Equity Raising Presentation 15 December 2025

  2. Slide 2: Disclaimer

    Disclaimer This investor presentation (Presentation) is dated 15 December 2025 and has been prepared by Acusensus Limited ACN 625 231 941 (Acusensus). By attending an investor presentation or briefing, or accepting, accessing or reviewing this Presentation, you acknowledge and agree to the terms set

  3. Slide 3: Disclaimer

    Disclaimer Effect of Rounding A number of figures, percentages, estimates, calculations of value and fractions in this Presentation are subject to the effect of rounding. Accordingly, the actual calculation of these figures may differ from the figures set out in this Presentation. Past performance Past

  4. Slide 4: Executive Summary

    Executive Summary With strong commercial success domestically and internationally, equity raising will provide additional balance sheet strength Recently announced • First automated work zone speed contract in Connecticut, USA with total contract value expected to be US$22.6m (~$34m). first major US

  5. Slide 5: Changing Behaviours, Saving Lives

    Changing Behaviours, Saving Lives Acusensus innovates technology to supply enforcement services to change driver behaviours to reduce road trauma Acusensus is a road safety pioneer: ● we introduced world first enforcement camera solutions to counter multiple of the fatal five driver behaviours which t

  6. Slide 6: Historical Financial Performance

    Historical Financial Performance Track record of delivering consistent top-line growth supported by continued contract expansions and international expansion Revenue Gross Profit Adjusted EBITDA¹ 2% % :9 89 GR R: CA CAG (1) Adjusted EBITDA excludes litigation costs and SBP (share-based payments) expe

  7. Slide 7: Recent contract updates

    Recent contract updates (@ acusensus

  8. Slide 8: Australia Market Progression

    FY25 Revenue Australia Market Progression $55.0m +16% YoY growth Recent new contracts in WA and contract expansions in Queensland provide strong revenue momentum for FY26 Western Australia Queensland FY21 FY23 FY24 FY25 FY26 FY21 FY25 FY26 Mobile phone Transportable ~$9.3m1 ~$27.4m1 ~$16.6m1 WA Smar

  9. Slide 9: Overview of Key Australian Contracts

    Overview of Key Australian Contracts¹ Growing customer base with track record of contract expansion Customer Key modules Commencement Contract date Contract Comments of Services2 term3 Transport for NSW Mobile Phone, March 2025 March 2025 5+1+1 New contract following conclusion of the original 2019

  10. Slide 10: International - US Market Progression

    FY25 Revenue International - US Market Progression $4.2m +104% YoY growth Contract announcement in Connecticut continues to promote Acusensus’ presence in the United States. REAL TIME (ALL VEHICLES) REAL TIME (COMMERCIAL Minnesota* Arkansas* VEHICLES) Nebraska* Connecticut* DATA COLLECTION SPEED (RE

  11. Slide 11: International - Connecticut, USA

    FY25 Revenue International - Connecticut, USA $4.2m +104% YoY growth This contract marks a step change in Acusensus’ US business and validates a well thought out strategy that we have set in motion over a number of years to grow the business in multiple sequential stages. ● On 7 October 2025, Acusen

  12. Slide 12: International Market Progression

    FY25 Revenue International Market Progression $4.2m +104% YoY growth New Zealand United States United Kingdom ● Entered New Zealand via new contract ● Local presence with dedicated staff and ● The UK business is focused on supplying signed in December 2024 with NZ facilities to serve clients and enh

  13. Slide 13: Forsite Predictive Safety by Acusensus

    FY25 Revenue Forsite Predictive Safety by Acusensus $0.1m Forsite commercially launched in October 2025, with an increasing number of units being deployed in field through Australia Forsite: Foresight for the Worksite Predictive intelligence connecting people, vehicles and data to prevent harm before

  14. Slide 14: Growth Strategy and Outlook

    Growth Strategy and Outlook Secured contracts to deliver strong top-line growth while continuing to pursue high value expansion opportunities Capital supporting new growth opportunities Litigation Update ● Expecting FY26 revenue in the range of $83-87 million, an increase of 40-46% vs pcp. ● Litigat

  15. Slide 15: Key Investment Themes

    Key Investment Themes Acusensus secures long-term government contracts through the deployment of high-quality solutions and service Quality Australian business ● Strong revenue growth with majority of Australia’s states and territories using Acusensus solutions to delivering advanced road address di

  16. Slide 16: Capital raising

    Capital raising (@ acu

  17. Slide 17: Equity Raising Overview

    Equity Raising Overview Firm commitments received to raise approximately $30.0 million to provide additional balance sheet strength ● Acusensus has received binding commitments for a non-underwritten placement to professional and sophisticated investors (Placement) to raise $30.0 million (before cos

  18. Slide 18: Offer Timetable

    Offer Timetable INDICATIVE SUMMARY OF KEY EVENTS DATE1 Trading halt 12 December 2025 Placement bookbuild 12 December 2025 Trading halt lifted – Securities recommence trading on ASX with announcement of completion of Placement 15 December 2025 Settlement of New Shares under the Placement 19 December

  19. Slide 19: Sources and Uses of Funds and Proforma Capital Structure

    Sources and Uses of Funds and Proforma Capital Structure SOURCES A$M EXISTING POST-OFFER FULLY PAID ORDINARY SHARES %1 ∆2 %3 Placement $30.0 SHARES SHARES2 TOTAL SOURCES $30.0 Ador Powertron Limited (associated 18.9m 13.3% - 18.9m 11.7% with Ravin Mirchandani)4 USES A$M Jannink & Associates Pty Ltd

  20. Slide 20: Key Risks and International Offer Restrictions

    Key Risks and International Offer Restrictions

  21. Slide 21: Key Risks

    Key Risks There are a number of risks that are both specific to Acusensus Limited (Acusensus or the Company) and its subsidiaries (Group) and of a general nature, which may affect the future operating and financial performance of the Group and the outcome of any investment in the Group. Below are some

  22. Slide 22: Key Risks

    Key Risks 2. Litigation risk (continued) Acusensus would continue to incur legal and other costs related to defending or resolving (including by way of settlement) any such claims, including litigation commenced by Redflex, which may also require the reallocation of resources, including management at

  23. Slide 23: Key Risks

    Key Risks 5. Contract tendering and financial performance of individual customer contracts Acusensus’ customers are largely government entities that generally require a competitive tender process to be undertaken before awarding a contract. There is no guarantee that Acusensus will be awarded any of

  24. Slide 24: Key Risks

    Key Risks 10. Reliance on third party providers Due to the nature of the services in the programs that Acusensus tenders for, there is a need to subcontract certain roles or responsibilities to third parties for certain critical aspects of service delivery, including those set out in the “Reliance o

  25. Slide 25: Key Risks

    Key Risks 14. Vandalism and supply chain Acusensus’ trailer-based assets are deployed in accordance with specific schedules and certain individuals in society who are against traffic enforcement may be willing to vandalise Acusensus’ trailer. Such vandalism leads to a disruption to Acusensus’ operatio

  26. Slide 26: Key Risks

    Key Risks 20. Potential for dilution A shareholder’s percentage holding in the Company will be diluted by not participating in the Placement. It is not possible to predict what the value of the Company or its shares will be following the completion of the Placement and the Directors do not make any

  27. Slide 27: International Offer Restrictions

    International Offer Restrictions This document does not constitute an offer of new ordinary shares (“New Shares”) of the Company in any jurisdiction in which it would be unlawful. In particular, this document may not be distributed to any person, and the New Shares may not be offered or sold, in any

  28. Slide 28: Enquiries

    Enquiries Anita Chow Chief Financial Officer, Acusensus Limited +61 408 261 554 Email: investor-relations@acusensus.com Simon Hinsley Investor and Media Relations +61 401 809 653 Email: simon@nwrcommunications.com.au

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