Adheris Health Limited · ASX:AHE
Adheris Health — FY2026 Earnings Presentation
18 slides from Adheris Health's earnings presentation, Sep 1, 2026
Slide 1: FY26 Results Presentation
For personal use only FY26 RESULTS PRESENTATION 1 September 2026 John Ciccio – CEO & Managing Director 1 FY26 Results Presentation | © 2026 Adheris Health. All rights reserved.
Slide 2: Important notice and disclaimer
Important notice and disclaimer The information contained in this presentation does not constitute financial advice and This presentation has not been filed, lodged, registered, reviewed, or approved by any This presentation provides general information is not intended to be relied upon as advice to
Slide 3: Leader in Patient Engagement Solutions
Leader in Patient Engagement Solutions Impact For personal use only ~170 Million 500+ Million Proven Results Sponsored messages ~65% of patients returned to therapy Americans reachable through our network of 25K pharmacies delivered in past 5 years >24% avg SMS click-through rates 11% avg awareness
Slide 4: Agenda
Agenda For personal use only FY26 Key Highlights Strategic Priority Progress Report Observations & Outlook 4 FY26 Results Presentation | © 2026 Adheris Health. All rights reserved.
Slide 5: FY26 Key Highlights
For personal use only FY26 Key Highlights 5 FY26 Results Presentation | © 2026 Adheris Health. All rights reserved.
Slide 6: Summary of Group Financial Results
Summary of Group Financial Results* Reflecting lower customer renewal rates during the prior pharma budgetary period, and lower bookings in 1H FY26 For personal use only Revenue Gross Profit Gross Margin Underlying loss Net Loss (statutory) Cash at Bank (before income tax) $34.0M $14.6M 43% $16.7M $
Slide 7: Key Highlights: Established foundations to return to growth
Key Highlights Established foundations to return to growth For personal use only FY26 Group Financial Performance Operational Highlights • Revenue and profitability were impacted by lower customer • Migrated to new technology platform, improving efficiency and renewals and lower bookings through the
Slide 8: Strategic Priority Progress Report
For personal use only Strategic Priority Progress Report 8 FY26 Results Presentation | © 2026 Adheris Health. All rights reserved.
Slide 9: Five Priorities: FY26 Progress
Five Priorities: FY26 Progress For personal use only Build Scalable Diversify Revenue Sell Higher-margin Expand Pharmacy Enhance Digital Operation Solutions Network Engagement • Hold the cost base • Reduce dependence on • Refocus our business • Increase the breadth and • Level up our digital roughly
Slide 10: Building a More Scalable Operation
Building a More Scalable Operation Substantial cost-out program and adoption of new technology for faster execution For personal use only Cost-out Program Delivered • Operating expenses down 37%, from $49.8 million in FY25 to $31.3 million Operating Expenses: FY25 vs. FY26 ($M) in FY26 $60.0 • Staff
Slide 11: Diversifying Revenue and Improving Mix
Diversifying Revenue and Improving Mix Sharpened commercial focus on growth and margin For personal use only • Continued shift from vaccine to non-vaccine revenue, helping to balance and strengthen Non-Vaccine Revenue: A revenue mix Decisive Mix Shift • Non-vaccine revenue up as a percentage of over
Slide 12: Sell Higher Margin Solutions
Sell Higher Margin Solutions Next-level engagement – the right patient + moment + message + channel for optimised outcomes For personal use only Overview CHANNELS • Advanced predictive modelling identifies patients at risk for non-adherence and those most likely to Direct PATIENTS AI Patient adopt n
Slide 13: Expanding Our Pharmacy Network with a Focus on Digital Connectivity
Expanding Our Pharmacy Network with a Focus on Digital Connectivity Rebuilding momentum with pharma and chain pharmacy partners For personal use only DIGITAL REGULATORY PRODUCT GROWTH • Expanding presence in retail network with digital regulatory product • ~2,100 stores are currently live • ~1,800 s
Slide 14: Enhanced Digital Experience
Enhanced Digital Experience Powering the next generation of patient engagement through a customised experience For personal use only Our engagement platform is able to customise the SMS based on Express Markets, #12- 3456, (555) 555-1212: segment and lead the patient Jenn, we’re here to support thro
Slide 15: Observations & Outlook
For personal use only Observations & Outlook 15 FY26 Results Presentation | © 2026 Adheris Health. All rights reserved.
Slide 16: Observations & Outlook: From Reset to Growth
Observations & Outlook: From Reset to Growth Rebuilding the revenue base through the calendar 2027 planning cycle For personal use only CY27 Pipeline (as at 21 August 2026) Milestones & Reporting • More than 90 opportunities across nearly 40 customers and • Decisions on the majority of the pipeline
Slide 17: Investment Case
Investment Case Uniquely positioned for return to profitable growth in a large market For personal use only Trusted Brand & Unique Solution for Strategy Aligned to Clear Discipline and Focus on Proven Leadership Large, High-Value Market Path Back to Growth Path to Profits • Adheris has an establishe
Slide 18: Thank you
For personal use only Thank you.