Lumos Diagnostics Holdings Ltd. · ASX:LDX
Lumos Diagnostics — Shareholder Meeting (October 2025)
15 slides from Lumos Diagnostics's shareholder meeting presentation, Oct 24, 2025
Slide 1: Annual General Meeting – CEO Presentation
For personal use only Lumos Diagnostics Holdings Limited Annual General Meeting – CEO Presentation 24 October 2025 Financial information is shown in USD unless otherwise stated. www.lumosdiagnostics.com © Lumos Diagnostics . All rights reserved. 1
Slide 2: Disclaimer and Important Information
Disclaimer and Important Information This presentation (Presentation) has been prepared solely for informational purposes by Lumos Diagnostics Holdings Limited representation, as to the past, present or the future. Past performance is not necessarily a guide to future likelihood of For personal use
Slide 3: Board of Directors
Board of Directors For personal use only Sam Lanyon Doug Ward Bronwyn Le Grice Lawrence Mehren Catherine Robson Non-Executive CEO and Non-Executive Non-Executive Non-Executive Chair Managing Director Director Director Director © Lumos Diagnostics . All rights reserved. 3
Slide 4: Lumos develops, manufactures and distributes innovative diagnostic products
For personal use only Lumos develops, manufactures and distributes innovative diagnostic products – delivering actionable information, in real time, at the point-of-care. © Lumos Diagnostics , all rights reserved 4
Slide 5: Lumos Business Overview
Lumos Business Overview For personal use only COMMERCIAL SERVICES PRODUCTS Development Contract manufacturing FebriDx® Women’s Health People and Capability drive value - able to leverage R&D, IP, manufacturing scale, medical, quality and regulatory skillset across Lumos’ Products and Commercial Serv
Slide 6: Investor Takeaways
Investor Takeaways For personal use only $ First in Class Product FebriDx® Nearing Major Transformational US$317M (A$487M) Revenue Growth & Margin Strength US Breakthrough Distribution Deal • FY25 revenue up 12% to US$12.4M; product sales • CLIA waiver study exceeded performance targets • With PHASE
Slide 7: Financials Summary - Annual
Financials Summary - Annual Revenue (US$M) Gross Profit (US$M) & Margin Adjusted EBITDA (US$M) For personal use only 13.0 10.0 100%0.0 $12.4 FY23 FY24 FY25 12.5 $7.8 8.0 $7.1 80% -1.0 12.0 $6.0 11.5 6.0 60% -2.0 $11.1 64.0% 62.9% 40% -3.0 57.1% 11.0 4.0 $10.5 10.5 -4.0 -$3.4 2.0 20% -$3.9 10.0 -5.0
Slide 8: Financials summary - Quarterly
Financials summary - Quarterly (Quarterly, US$ in thousands) Revenue ($’000) Revenue Mix Net Cash Generation ($’000)* For personal use only 100% $3,421 $3,470 $3,363 $1,535 $2,885 80% $2,625 60% 40% -$1,583 20% -$1,979 -$2,791 0% Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26
Slide 9: The Unmet Medical Need – Respiratory Infections in Primary Care
The Unmet Medical Need – Respiratory Infections in Primary Care “Patients want answers. Doctors need certainty. FebriDx® delivers both.” For personal use only FebriDx® Supports Antibiotic Stewardship and Combats Antimicrobial Resistance Of antibiotic prescriptions for >99% Accuracy for ruling out ba
Slide 10: FebriDx Recent Achievements
FebriDx Recent Achievements Journey To Transform The Practice Of Medicine For personal use only Study Future Anticipated completed and Events submitted to Valued at FDA US$317m over By Q1 CY2026 6 years with FDA grant of CLIA waiver CLIA waiver & anticipated MOQs Aug 2025 CLIA waiver application Sec
Slide 11: Lumos Future Products
Lumos Future Products Women’s Sexual Health - $10B For personal use only 1-2 DAYS Prevalence Clinical Need POC Diagnostic Opportunity Affects 30%-40% of women globally. Multiple infectious organisms. Rapid & accurate testing close to the >10M heath care visits annually in the US Similar symptoms / h
Slide 12: Lumos Product Roadmap | Women's Sexual Health
Lumos Product Roadmap | Women’s Sexual Health CURRENT - DISTRIBUTION FUTURE - LUMOS POC PRODUCTS GYN CLINIConly Revenue & Market Learning Pathogen Detection | Visual & Reader Interpretation URGENT CARE For personal use & Lumos – As a Distributer Lumos Products – Visual Read Lumos Products on Lumos R
Slide 13: Commercial Services - Partnership Examples
Commercial Services - Partnership Examples Hologic – Fetal Fibronectin (fFN) Aptatek – PKU in-home monitoring For personal use only • fFN is a biomarker indicating a heightened risk of pre-term • PKU affects 1 in 12,000 newborns, leading to neurological delivery and is the largest segment of the pre
Slide 14: Key Priorities
For personal use only Key Priorities FDA decision on the CLIA Implement agreement with Progress FebriDx pediatric Deliver on Hologic fFN Progress to formal product waiver for FebriDx® is PHASE Scientific, advance study – fully funded with development milestones - development on the first expected be
Slide 15: Thank You
For personal use only Lumos Diagnostics Holdings Limited Investor Briefing Thank You www.lumosdiagnostics.com © Lumos Diagnostics . All rights reserved. 15
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