Alcidion Group Limited · ASX:ALC
Alcidion — Non-Deal Roadshow (June 2026)
36 slides from Alcidion's roadshow presentation, Jun 29, 2026
Slide 1: Investor Roadshow Presentation
29 June 2026 Australian Securities Exchange 20 Bridge Street Sydney NSW 2000 Investor Roadshow Presentation Melbourne, Victoria | Alcidion Group Limited (ASX:ALC) (‘Alcidion’ or the ‘Company’) is pleased to announce that its Group Managing Director and CEO, Kate Quirke, will undertake a non-deal inv
Slide 2: Roadshow Investor Presentation June 2026
For personal use only Roadshow Investor Presentation June 2026
Slide 3: Disclaimer
Disclaimer The information contained in this document (“Document”) has been prepared by Alcidion Group Limited ACN 143 142 any change in expectations in relation to any such statements or any change in events, conditions or circumstances 410 (referred to as “Alcidion” or “Company”). This Document is
Slide 4: 01. Snapshot
For personal use only 01. Snapshot
Slide 5: Company Overview
Company Overview A leading global health informatics platform modernising legacy health systems at scale For personal use only Global health informatics platform enhancing and replacing outdated, manual and legacy systems 100+ 130k+ 1B+ to meet modern day demands in healthcare. Healthcare Clients Ob
Slide 6: Investment Highlights
Investment Highlights Significant sales momentum following a record H1 FY26 and a defined and executable growth strategy across both current and new markets For personal use only Mission-critical health Diversified and long-term Attractive unit economics with Capital light business model informatics
Slide 7: Strong Global Footprint
Strong Global Footprint Growing global operations diversified across attractive target markets For personal use only More than 40 NHS trusts Global footprint across the UK, Australia and NZ. Healthcare Providers 100+ clinical system in every state implementations. Canada Exploring New Markets All 4
Slide 8: FY26 – Financial guidance Snapshot
FY26 – Financial guidance Snapshot Growth across key financial metrics For personal use only $50M+ $31.1M $70M+ $5.0M+ $5.8M FY26 revenue guidance ARR2 (as at 31 Dec-25) FY26 YTD new & renewal FY26 EBITDA guidance3 FY26 operating TCV (as of Q3 + UHSussex) cashflow guidance Up min 23%+ on pcp1 Will i
Slide 9: Our revenue model
Our revenue model Sustainable growth underpinned by long-term, contracted and high-quality recurring revenue For personal use only Core Product Platform Solutions Patient Flow Virtual Care Integrated Care Record Modern Modular EPR Operations Centre Clinical Workflow Specialised Care Revenue Capital
Slide 10: Revenue Dashboard
Revenue Dashboard Sustainable growth underpinned by long-term, contracted and high-quality recurring revenue 50+ For personal use only 40.4 40.8 H1 vs H2 37.1 Geographical 34.4 Split (%) Guidance Revenue 21.4 18.0 23.1 Split ($M) 21.5 $25.5M 48% 25.5 52% H1’26 19.0 19.1 UK ANZ 17.6 H2 12.9 H1 FY22 F
Slide 11: 02. Core Technology
For personal use only Core 02. Technology
Slide 12: Market Drivers
Market Drivers Modern clinician needs and improved patient outcomes driving the digitisation of outdated, legacy systems For personal use only Transition to digital Operating efficiency Increasing demand Increasing industry and workflow for safe deployment support & funding of AI clinical solutions
Slide 13: What is Miya Precision?
What is Miya Precision? An unrivalled clinicial and administration platform For personal use only Designed for AI Miya Precision allows for AI enabling data consolidation to deliver insights to clinicians, whilst maintaining patient safety Digital Clinical Workflow Operate in Real-Time Miya Precisio
Slide 14: Smarter Solutions for Clinicians
Smarter Solutions for Clinicians Meeting the daily needs of clinicians, by clinicians Solutions For personal use only Powering Smarter Care Patient Flow Emergency Modular EPR Virtual Care Integrated At the core of Alcidion’s solutions & Command Emergency Modular cloud- Virtual care and Care Record i
Slide 15: Miya Precision: An Orchestration layer &/or System of Record
Miya Precision: An Orchestration layer &/or System of Record As AI agents are able to execute work autonomously, the SaaS layer is compressed with value For personal use only shifting to the orchestration and trusted systems of record Historically Future The traditional ‘SaaS’ model The ‘SaaS’ layer
Slide 16: Miya Precision as the System of Record
Miya Precision as the System of Record • AI enablement For personal use only doctor Icon 1194893 Scenario 1 Scenario 2 • Results Management • Task Management • Longitudinal Patient Record System of • Patient Flow Management Engagement • Virtual Care • Predictive Analytics electronic health record ic
Slide 17: 03. Delivering Tangible Outcomes
For personal use only 03. Delivering Tangible Outcomes
Slide 18: Case Study: Alfred Health
Case Study: Alfred Health Independent Study on Miya Precision Benefits In 2023, Alfred Health introduced electronic patient journey boards (EPJBs) to 38 inpatient wards at The Alfred, Caufield and Sandringham hospitals. As part of the deployment, the Digital Health CRC & Monash University were engag
Slide 19: Case Studies
Case Studies Driving real-world tangible outcomes For personal use only 60 mins reduction in admin burden per 76% Reduction in cardiac arrests 40% reduction in time to take observations clinician per shift NHS Fife Basildon and Thurrock University Hospitals South Tees Hospitals NHS Foundation Trust
Slide 20: Miya Precision customers nominated for 2026 HSJ Digital Awards
Miya Precision customers have been nominated for 6 prestigious awards at the 2026 HSJ Digital Awards For personal use only Outstanding Achievement in EPR Driving Virtual Wards and Digital Team Implementation and Optimisation Hospital at Home Through Digital of the Year "Clinical Excellence in the Di
Slide 21: 04. FY26 – New customer wins and increasing share of wallet
For personal use only 04. FY26 – New customer wins and increasing share of wallet
Slide 22: Sales momentum accelerating
Sales momentum accelerating… $140m+ of new and renewal TCV won over past 24 months Average contract term 5-10 years For personal use only Q3 FY26 Jul 2024 Nov 2024 Feb 2025 Sept 2025 Q2 FY26 Mar 2026 Hywel Dda & South Hume Rural Health NALHN Hywel Dda North Cumbria NHS Lanarkshire NHS Gold Coast Hea
Slide 23: Notable FY26 New / Extension / Expansion Wins
Notable FY26 New / Extension / Expansion Wins Continued ability to expand functionality with customers over time leading to TCV uplift For personal use only Leidos Australia / ADF (AUS) North Cumbria NHS Trust (UK) › 3rd expansion to the original contract to June 2028, › Expanded to include third-pa
Slide 24: Further EPR Validation: UHSussex
Further EPR Validation: UHSussex In May 2026, signed contract with University Hospitals Sussex for new EPR platform solution For personal use only Contract Terms EPR Contract - Overview › Selected following a competitive tender process › Deploy Miya Precision core modules and Better medications mana
Slide 25: Successful Deployments in H1 FY26
Successful Deployments in H1 FY26 Product Implementation delivery have always been a strength for Alcidion For personal use only University Hospitals Southampton (UK) North Adelaide Local Health Network (AUS) › Deployed Miya Emergency – second customer to › In Q1 FY26, ‘live’ with Miya Flow, Access
Slide 26: Land and Expand Strategy Driving TCV Uplift
Land and Expand Strategy Driving TCV Uplift Delivering tangible examples of strategy execution… 3 For personal use only Leidos Australia (Aus) 1 2 4 North Cumbria (UK) South Tees (UK) Hume (Aus) › Q2’22 – 6-year contract to deliver › Q3’25 – 10-year contract for EPR › Q2’20 – 5-year contract for sev
Slide 27: 05. Strategic Acquisition, Kyra Flow products
For personal use only 05. Strategic Acquisition, Kyra Flow products
Slide 28: Acquired Kyra Flow products from Telstra Health
Acquired Kyra Flow products, from Telstra Health For personal use only Highly complementary to Alcidion core business Consolidates market position in ANZ market Builds recurring revenue whilst being earnings accretive Future opportunities for Miya Precision & Kyra customers Attractive acquisition mu
Slide 29: 06. Growth Strategy and Outlook
For personal use only 06. Growth Strategy and Outlook
Slide 30: Growth Pillars Support a Global Platform
Growth Pillars Support a Global Platform Multi-focus approach combining growth within existing customers, expansion in existing territories and attractive new markets and geographies For personal use only Organic Growth 1 Scale Existing Markets 2 Evolve Product Functionality 3 Expand into New Geogra
Slide 31: Outlook & Guidance
Outlook & Guidance Momentum continuing into 2H FY26 underpinned by preferred supplier status, high contracted revenue and a maturing pipeline of expansion & new opportunities For personal use only Outlook FY26 Guidance (underpinned by the Outlook) • As of 31 Dec-25, contracted & renewal revenue to b
Slide 32: Investment Highlights
Investment Highlights For personal use only Large Addressable Market Attractive Financial Profile Marquee Customers › Strong foothold within approximately 1/3rd of › $50M+ FY26 revenue guidance › $45.0M+ over 10 years with North Cumbria UK NHS acute Trusts using at least one ALC NHS for Miya Precisi
Slide 33: 07. Appendix
For personal use only 07. Appendix
Slide 34: Corporate Snapshot
Corporate Snapshot ASX:ALC Trading Information ASX:ALC Share Price History For personal use only Share Price (18 June 2026) $0.100 $0.15 Volume 30m Share Price ($) Volume Share Price 12-month Low / High $0.082 - $0.145 $0.14 25m 12-month average daily liquidity ($) $215k $0.13 Shares outstanding 1,3
Slide 35: Alcidion Board – Deep Healthtech Expertise
Alcidion Board – Deep Healthtech Expertise For personal use only Rebecca Wilson Kate Quirke Daniel Sharp Andrew Way William Smart Non-executive Chair Group Managing Director/ Non-executive Director Non-executive Director Non-executive Director Chief Executive Officer Experienced company director wit
Slide 36: For personal use only
For personal use only