Slide 1: Big Technologies plc 2026 Half Year Results
Big Technologies plc 2 02 6 H a lf Year Resu lt s In vesto r P re se ntatio n Se p te mb e r 2026
Slide 2: Disclaimer
Disclaimer Neither this presentation nor any verbal communication shall constitute, or form part of, any offer, invitation or inducement to any person to underwrite, subscribe for, or otherwise acquire or dispose of, any shares or other securities in Big Technologies plc (“Big”). Forward-looking sta
Slide 3: Charles Lewinton and Mike Johns
Charles Lewinton Mike Johns Acting CEO CFO/COO Charles has over 20 years of experience in the Mike is a qualified chartered accountant who electronic monitoring industry, with a strong focus trained with the accountancy firm RSM. He has on developing innovative software and hardware held senior fina
Slide 4: Introduction
Introduction 150+ Customers 160+ staff Over 4 High 60%+ GPS/RF/Alcohol Over 16 Countries Margin Solutions Countries SaaS style Leaders in R&D Known for High- Highly Cash Recurring for Electronic Quality Products Generative Revenues Monitoring 4
Slide 5: H1 Update
H1 Update • New national contract in Chile (7 years, c $26m) £53.2m ARR • New national contract in Peru (2 years, c $600k) (+5%) • Continued momentum in USA with wins in Westchester New York, 66.7% gross California, Ohio, and Indiana. Statewide contract renewal in Tennessee. margin • Guatemala renew
Slide 6: Financial Review
Financial Review
Slide 7: Financial Highlights
Financial Highlights ARR £53.2m Annual Recurring Revenue (“ARR”) of £53.2m at 30 June 2026 (2025 c/c: £50.9m), growth of 5% • High revenue visibility derived from long term contracts Revenue • New contracts already won expected to generate over £2m of ARR in future periods £26.9m Revenue of £26.9m (
Slide 8: Financial Outlook
Financial Outlook Customer concentration: Top 10 clients 79% of ARR (2025: 77%) • Targeting reduction in customer concentration through US expansion Top 10 • Largest customers not up for retender until 2028 ARR 79% Robust base: Net Retention Rate (“NRR”) of 98% (2025: 102%) • Client base happy and l
Slide 9: Contract Visibility
Contract Visibility Contracted Possible Extension Pre Tender Long term recurring revenue provides strong forward visibility Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 Contract A - £12.3m (ARR at 30/6/26) Contract B - £11.4m Co
Slide 10: Business Review
Business Review
Slide 11: Business Review – Contract Momentum
Business Review – Contract Momentum Americas • Continued expansion in America with wins in Westchester, 3 further wins in California, Ohio and Indiana • 2-year state contract in Peru awarded (competitor take away) • 3-year extension to existing Guatemala contract following re-tender • Chile contract
Slide 12: New Products
New Products AlcoBreath • Handheld breathalyser with tracking, GSM communication, AI facial recognition and 2- way voice • Orders for over 400 units in the US • ~50% size and weight of competitor products AlcoTag v2.0 • Significant update to current AlcoTag to reduce the size by 50% • Increase batte
Slide 13: Go To Market Strategies
Go To Market Strategies Direct Sales Partnerships Full Service • Direct selling to governments • Working with service • Working on smaller scale and VARs providers to be their “tech contracts providing entire end • Quick turnaround as most do partner” to service not require full tender • Opens very
Slide 14: Profitability
Equipment Revenue Example Month 0 Month 3 Capital Lease starts investment Break even dependent on daily rates Damaged Product or replaced Profitability deployed and revenue commences Capital investment ranges from £150 - £600 0 5 10 15 20 25 30 35 40 45 Months 14
Slide 15: Summary & Outlook
Summary & Outlook RE TU RN TO GROWT H I N N O VA T I O N A T T H E C O R E Return to growth for first half of 2026 following a steam Innovation remains at the core of Buddi with rapid of new wins, providing an ARR growth of 5%. technology updates, new products and future innovation planned. The Budd
Slide 16: Appendix
Appendix
Slide 17: Total Addressable Market
Total Addressable Market Market Penetration in specific markets Big Technologies Total Market Total Addressable Market 583k US daily users [5.8k] 1% 853K Worldwide 232k GPS daily users daily users [20k] 8% Big Technologies 60k [40k] Transdermal 4% daily users [3k] 5% 17
Slide 18: 19 Years of innovation and new contracts
19 Years of innovation and new contracts Contract with SMART AUD$200m NHS mental US Intel-GE award for contract with MoJ Covid Smart Tag v5 health pilot Care innovation NSW Australia contract & AlcoTag AlcoBreath AlcoTag V2 2008 2010 2015 2017 2020 2021 2024 2026 2009 2014 2016 2019 2020 2023 2025 2
Slide 19: Competitor Analysis
Competitor Analysis Allied Sentinel (Allied Buddi SuperCom Enigma Geosatis BI STOP AMS Track Group Feature Universal Universal) (UK) (Israel) (Poland) (Switzerland) (US) (US) (US) (US) (US) (US) Transdermal (only real- (legacy) Alcohol time) Breath Alcohol RF GPS Wrist-worn (mobile (mobile (mobile (
Slide 20: Technical Advantage
Alcohol Solutions Technical Advantage • Full range of products including tracking, alcohol and victim all integrated into a single cloud-based software system • Designed to be small and lightweight to increase wearer Curfew Solutions compliance • Intelligent firmware which creates market leading bat
Slide 21: Profit and Loss
Profit and Loss H1 2026 H1 2025 FY 2025 £’000 £’000 £’000 Revenue 26,922 24,796 49,727 Cost of sales (8,962) (8,059) (16,874) Gross profit 17,960 16,737 32,853 Gross Profit Margin 66.7% 67.5% 66.1% Administrative expenses (ex. non-underlying items) (6,518) (7,218) (14,323) Adjusted operating profit
Slide 22: Balance Sheet
Balance Sheet 30 June 2026 30 June 2025 31 Dec 2025 £’000 £’000 £’000 Goodwill and intangible assets 17,669 18,034 17,824 Property, plant and equipment and right of use assets 6,396 6,593 6,589 Other non-current assets 2,345 1,814 2,345 Total non-current assets 26,410 26,441 26,758 Inventories 6,575
Slide 23: Cash Flow
Cash Flow H1 2026 H1 2025 FY 2025 £’000 £’000 £’000 Cash generated from operations (excluding settlement payment) 11,721 7,368 10,182 Settlement payment (33,444) - - Cash (used in) / generated from operations (21,623) 7,368 10,182 Taxes paid (2,555) (1,985) (6,426) Cash (used in) / generated from op