Spectur Ltd. · ASX:SP3
Spectur — Investor Presentation (October 2025)
43 slides from Spectur's investor presentation, October 2025
Slide 1: Investor Presentation October 2025
Investor Presentation OCTOBER 2025 S P E C T U R L I M I T E D ( A SX :S P 3) | O C TO B E R 2 0 2 5
Slide 2: Disclaimer
Disclaimer This document has been prepared as a summary only and These are not historical facts but are based on the Company’s does not contain all information about Spectur Limited (the current expectations, estimates, and projections about the “Company”) — including its assets, liabilities, financ
Slide 3: Executive Summary
Executive Summary 3 S P E C T U R L I M I T E D ( A SX :S P 3) | O C TO B E R 2 0 2 5
Slide 4: Executive Summary and Addressable Market
Executive Summary Addressable Market Australia’s leader in solar-powered, AI-enabled visual sensing and communication platforms that protect communities, Current Total Addressable organisations, and critical infrastructure. Sector Deployments Market in Australia Unique Position: Combines renewable p
Slide 5: Customers We Serve and Scope of Opportunity
Customers We Serve Scope of Opportunity Spectur’s current deployments Built on a foundation of professionalism, reliability, and representless than 5% penetration innovation, Spectur delivers proven solutions that meet the demanding standards of organisations. Currently 600+ in every core sector. cu
Slide 6: Spectur's Proprietary Offering
Spectur’s Proprietary Offering The Hardware The Cloud On Site Output Real-time Remote Monitoring Solar Powered Integrated Collect 4K 4G Module Time-lapse Images Digital Modular AI Alarm Data and Cloud Function System Analytics Bright Warning Simultaneous Visible Lights and Spoken Deterrent System Ar
Slide 7: Executive Summary: Detailed Use of Funds
Executive Summary Detailed Use of Funds Funds raised will accelerateSpectur’s evolution as an AI-driven solutions provider, addressing the growing demand from government, utilities, and critical infrastructure customers. Advance cloud and AI capabilities to deliver secure, modular, scalable, and hig
Slide 8: Overview: Market and Investment Thesis
Overview Market & Investment Thesis Rapid growth in AI adoption across government and enterprise, driven by $120B+ in Australian infrastructure investment and mandatory ESG compliance, has created an unprecedented opportunity for Spectur to scale its proven solar-first, off-grid AI surveillance plat
Slide 9: Capital Raise
Capital Raise 9 S P E C T U R L I M I T E D ( A SX :S P 3) | O C TO B E R 2 0 2 5
Slide 10: Capital Raising Overview
Capital Raising Overview Spectur has raised $2.3M via Placement (“Placement”) Capital Raising Details The Company has undertaken a capital raise of A$2.3 million via placement. Approximately 76,666,667 new fully paid ordinary shares (“New Shares”) will be issued at A$0.03 per New Share, within the C
Slide 11: Capital Raising Summary
Capital Raising Summary Post Raise Capital Structure Indicative Post Capital Raising No. of Shares % Current ordinary shares on issue 316,900,124 80.52% New Shares issued (Indicative Placement) 76,666,667 19.48% Estimated Ordinary shares on issue post Placement 393,566,791 100% * FY25 Audited result
Slide 12: Financial Highlights
Financial Highlights 12 S P E C T U R L I M I T E D ( A SX :S P 3) | O C TO B E R 2 0 2 5
Slide 13: Business Model and Revenue Streams
Business Model and Revenue Streams Pivot to recurring revenue SaaS – change over time SUBSCRIPTION RENTAL INCOME REVENUE SPLIT FIXED AND RECURRING Recurring SaaS - Rental and Software Licences lease models for use of systems (recurring) 42% of revenue 28% of revenue 30% HARDWARE SALES SERVICES & MAI
Slide 14: Growth: Spectur Consolidated Revenue
Growth Spectur Consolidated Revenue S H I F T TO H I GH ER VALU E S U B SC R I P T I ON S S PECTU R C O NS O L IDATE D REVE NU E 4.00M 10.00M 9.00M 3.50M 8.00M 8.70M 3.00M 8.19M 7.00M 7.37M 2.50M 6.00M 2.00M 5.00M 5.83M 5.25M 16% 4.00M GR 1.50M 4.80M CA 3.00M 1.00M 2.00M 0.50M 1.00M 0 0 FY-2 0 F Y-2
Slide 15: Operating Cashflow
Operating Cashflow OPERATING CASHFLOW F Y-2 0 F Y-2 1 F Y-2 2 F Y-2 3 F Y-24 F Y-2 5 After a period of strong investment in development and growth, 400,000 Spectur is now focused on achieving sustainable, positive cashflow through disciplined cost management and operational efficiency, having alread
Slide 16: About Spectur
About Spectur 16 S P E C T U R L I M I T E D ( A SX :S P 3) | O C TO B E R 2 0 2 5
Slide 17: What We Do
What We Do “Our mission is to lead Australia in solar-powered visual AI technology, delivering innovative solutions that empower safer, more secure, cleaner and more sustainable businesses and communities - anywhere anytime.” Spectur designs, manufactures and delivers off-grid, solar-powered AI tech
Slide 18: Our Industries
Our Industries Born in construction, Spectur has evolved into a trusted technology partner for enterprise and government. Our solar-powered, AI-driven platforms now serve industries spanning construction, utilities, telecommunications, transport, and critical infrastructure. Telecommunications and G
Slide 19: The Challenges We Solve
The Challenges We Solve No People No Data Cable No Power Cord • Security and surveillance • Temporary locations • Unpowered locations • Safety and warning • Remote locations • Robust and versatile • Environmental monitoring • Harsh environments • Diverse applications • AI platforms • 4/5G connectivi
Slide 20: Alternatives Compared
Alternatives Compared Conventional CCTV Personnel Doing Nothing Senses - Thinks - - Acts - - Works without power cable - N/A Always on - N/A OK in harsh environments - N/A Cost effective - N/A Comments Needs high degree Not feasible in #1 Competitor The only cost-effective of human interaction most
Slide 21: Our Offerings
Our Offerings 21 S P E C T U R L I M I T E D ( A SX :S P 3) | O C TO B E R 2 0 2 5
Slide 22: Hardware
Hardware Spectur’s hardware ecosystem is a key enabler to our solutions. The solar-powered platforms integrate advanced cameras, sensors, batteries, and communications to operate continuously off-grid. Designed for durability and modularity, the platform enables rapid deployment and sustainable oper
Slide 23: Proprietary STA-Power
Proprietary STA-Power Powering Critical Systems, Anywhere. The STA-Power module is Spectur’s proprietary solar battery solution, engineered to deliver continuous, autonomous power. More than just a solar battery, STA- Power is the intelligent backbone that enables flexible, long-term operation of se
Slide 24: Software
Software Spectur’s software ecosystem powers intelligent, real-time responses to safety, security, and environmental challenges. Our platform capabilities span detection, alerting, monitoring, AI-driven analysis, live streaming, and data capture—enabling customers to act faster, reduce risk, and ope
Slide 25: Our Solutions
Our Solutions Our solutions are actively deployed across Australia, delivering safety, security, and critical warnings where they’re needed most: Autonomous Critical Illegal Emergency Maritime Project Shark Environmental Security Infrastructure Dumping beacons Safety Management Safety monitoring Sol
Slide 26: Market Opportunity
Market Opportunity 26 S P E C T U R L I M I T E D ( A SX :S P 3) | O C TO B E R 2 0 2 5
Slide 27: The Market
The Market The Video Analytics & Edge AI Industry State of the Market Demand Shift Cyber Security & Governance Young and scaling fast; ripe for Customers are more sophisticated. Rapid AI adoption is coupled with selective consolidation. Enterprise and government buyers tighter cyber standards (ISO 2
Slide 28: Market Overview: The Spectur Advantage
Market Overview The Spectur Advantage Spectur’s Positioning Why We Win Now Growth Opportunity Solar-first, off-grid platform advantage. Spectur wins now because the market Born in construction, maturing Spectur’s Sense–Think–Act architecture has caught up to the problems, we’ve into utilities, trans
Slide 29: What this means for our Investors
What this means for our Investors Industry - high-growth, still Spectur Fit, uniquely positioned to fragmented; consolidation tailwinds for scale and truly deliver solar-first, secure, edge-ready platforms. off-grid and secure. Market Drivers, growth in edge computing AI solutions, exactly where the
Slide 30: Company
Company 30 S P E C T U R L I M I T E D ( A SX :S P 3) | O C TO B E R 2 0 2 5
Slide 31: Leadership Team
Leadership Team ANTOHNY SCHMIDT MALCOLM VAN STADEN PAUL CUNDY NADEESHA FERNANDO CEO Engineering Manager Operations Manager Management Accountant Anthony is an experienced executive Malcolm is a results driven Paul is a seasoned ITS professional Nadeesha is a Certified Practicing with a proven track
Slide 32: The Board
The Board DARREN COOPER GERARD DYSON MARCO DA SILVA SUZIE FOREMAN Non-Executive Chairman Non-Executive Director Non-Executive Director Company Secretary Accomplished executive with over Gerard has more than 25 years’ With over 21 years of experience, Chartered accountant with 25+ 20 years’ leadershi
Slide 33: Capital Structure
Capital Structure Key Metrics 13th October 2025 Share Register Share Trading Information Top 20 Shareholders 63.88% ASX Code SP3 % of Shares owned by Board and KMPs 11.09% Listed on ASX 01/08/2017 Top Five Shareholders Current Share Price $0.028 APPWAM PTY LTD 63,218,595 Market Capitalisation $9.0M
Slide 34: Investment Highlights
Investment Highlights Over 15 years of experience in solar Growing recurring revenue base with powered AI-driven protection, safety, >60% of revenues recurring and high and warning solutions. margin products. Proven product-market fit, >2,900 devices Positioned for sustainable, profitable deployed a
Slide 35: Investment Highlights Timeline
Investment Highlights Timeline Nov 2009 2019 Aug 2020 Dec 2022 Business launched Strategic shift to Launched STA6 platform, Announced acquisition as Uwatchit Pty Ltd, ‘Sense, Think, Act’ a revolutionary edge/cloud of 3 Crowns Apr 2025 focusing on the domestic solutions; tightened fog computing platf
Slide 36: Spectur Cyber Security & Governance
Spectur Cyber Security & Governance ISO 27001:2022 CERTIFIED Spectur is ISO 27001:2022 certified, demonstrating our commitment to the highest standards of information security. This certification validates that our systems, infrastructure, and processes are designed to protect data confidentiality,
Slide 37: Strategic Outlook
Strategic Outlook 37 S P E C T U R L I M I T E D ( A SX :S P 3) | O C TO B E R 2 0 2 5
Slide 38: Growth Strategy and Roadmap
Growth Strategy and Roadmap Our 1–2 Year Priorities Scale Software & AI Platform Expand Hardware Platform Growth Opportunity Advance Spectur’s cloud and AI Prepare Spectur’s hardware platform for Build a sustainable, high-margin technology to power the next generation the next generation of AI-drive
Slide 39: Commercial Pipeline & Market Opportunity
Commercial Pipeline & Market Opportunity Key Pipeline Initiatives Major Sector Opportunities Strategic Focus Rock Fishing safety Pilot (ERB with AI Critical Infrastructure: Evolve AI capabilities to truly deliver integration) 24-site monitoring ongoing and asset a modular off-grid solar AI platform,
Slide 40: Appendices
Appendices 40 S P E C T U R L I M I T E D ( A SX :S P 3) | O C TO B E R 2 0 2 5
Slide 41: Risks
Risks The Company recognises that certain risks have the potential to impact the Group’s ability to achieve it’s strategic and financial objectives. The most material risks include: While the Company has improved operating cashflows, additional capital Capital and funding requirements may be require
Slide 42: Risks
Risks Reliance on suppliers, many located in Asia, presents exposure to Supply chain resilience geopolitical or logistics disruptions that could impact production and delivery. The Company’s performance is underpinned by the experience and skills of its team. Loss of key personnel or inability to at
Slide 43: See it all, Secure it all.
C ONTACT DE TAIL S See it all, Anthony Schmidt, CEO Email: investors@spectur.com.au Phone: 1300 802 960 Website: www.spectur.com.au ASX Code: SP3 Secure it all. 43 S P E C T U R L I M I T E D ( A SX :S P 3) | O C TO B E R 2 0 2 5