Adheris Health Limited · ASX:AHE
Adheris Health — MedAdvisor — Q1 2026 Earnings Presentation
11 slides from Adheris Health's earnings presentation, Oct 21, 2025
Slide 1: 1Q FY26 Investor Presentation
For personal use only 1Q FY26 Investor Presentation 22 October 2025 Rick Ratliff Managing Director and CEO Sean Slattery Executive Director and CFO 1 Q1 FY26 Investor Presentation | © 2025 MedAdvisor Solutions. All rights reserved.
Slide 2: Important notice and disclaimer
Important notice and disclaimer recipient should satisfy itself in relation to such matters. This presentation provides general The information contained in this presentation does not constitute financial advice and is not intended to be relied upon as advice to investors or potential investors. The
Slide 3: Agenda
For personal use only Agenda Rick Ratliff Sean Slattery CEO & Managing Director CFO & Executive Director 1. Company overview 2. 1Q FY26 highlights 3. Revenue analysis by category 4. Market trends 5. Foundation for the future 6. Strategic options review 7. FY26 direction 3 Q1 FY26 Investor Presentati
Slide 4: Leader in pharmacy-led patient engagement solutions
Leader in pharmacy-led patient engagement solutions For personal use only Overview Partnering with pharma and pharmacy to enable a personalized medication journey to help remove barriers of care Approach Plug & play solutions to enable pharmacy-led programs that improve the patient experience and su
Slide 5: 1Q FY26 highlights
1Q FY26 highlights Following sale of ANZ business, the US continues to experience a number of challenges For personal use only Financial performance: Financial category (AUD) 1Q FY26 1Q FY25 Change Net cash at end of period of $13.0m with all outstanding debt discharged; Holdback of $8m is not inclu
Slide 6: Revenue analysis by category
Revenue analysis by category Market dynamics impact revenue across categories For personal use only FY26 1Q general medications revenue (69%) FY26 1Q vaccine revenue (8%) FY26 1Q specialty revenue (19%) Neuro Asthma/COPD, Heart, 1.45% 3.37% RSV Anticonvulsants Anti- 2.86% Migraine, Obesity 1.26% 4.3
Slide 7: Market trends
Market trends Ongoing headwinds expected to decrease with visibility to future opportunities For personal use only Pharma industry Competitive environment • U.S. pricing reforms (international reference pricing and • Vendor competition is intensifying as Pharma reallocates spend “Most Favored Nation
Slide 8: Solid foundation for the future
Solid foundation for the future Long-standing partnerships, measurable ROI, and a modernized platform will drive return to growth For personal use only 25K+ 170m+ 2.3B Network Locations Patients Rxs per year MedAdvisor’s Addressable Opportunity Specialty Specialty (ADH) 14:1 20% Total Network Value:
Slide 9: Strategic options review
Strategic options review Completed during the quarter For personal use only Strategic review ANZ divestment US operations Capital management • Formal process launched • ANZ business sold to • Received interest from • $13.0m net cash (as at in Nov 2024 to assess Jonas Software AUS Pty U.S. third part
Slide 10: FY26 direction
FY26 direction Re-establishing a baseline for future growth For personal use only Business Transformation FY26 Outlook • Launch next generation patient engagement system • Entering FY26 with strong pipeline - US$100m in 2Q FY26 to support lower cost base and enable (unweighted). innovation at scale.
Slide 11: Thank you
For personal use only Thank you 11 Q1 FY26 Investor Presentation | © 2025 MedAdvisor Solutions. All rights reserved.