Slide 1: Q1 2026 Investor Presentation
Q1 2026 Investor Presentation
Slide 2: A Note from the CEO
" We have transformed Prenetics into a — A NOTE FROM THE CEO high-growth consumer health leader. Danny Yeung With IM8, we are building a billion-dollar brand that enhances lives through science. " PRE Q1 2026 Revenue IM8 May 2026 ARR Cash & Holdings as of Mar 31 $36M $200M $147M ($33.8m from IM8) (M
Slide 3: The Story
The Fastest Growing The Story Supplements Brand Ever Recorded in the Industry 43M Servings ~46x Premium Formulation with 90+ Ingredients Delivered in 18 Months ARR growth (Dec 2024 – May 2026) Science Moat with Clinically Proven Efficacy 160,000+ ~64% Founder-Led with Athlete Servings Delivered Dail
Slide 4: Highly Recurring and Diversified Global Revenue
Highly Recurring and Diversified Global Revenue IM8 Q1 2026 REVENUE Product Geography Subscription Single Purchase Beckham ~7% Essentials Other United Stack 57% 28% States 36% 38% Singapore 4% Australia Longevity 6% 7% United Subscription Kingdom Canada ~93% 10% 14% IM8 shipped to 43 countries 4 Sou
Slide 5: IM8 is set up for sustainable growth given its global footprint
IM8 is set off with sustainable growth given its global footprint — with further room to penetrate key markets. Global supplement market: $200B+ TAM. IM8 has captured ~0.1% of this addressable market. I·M·8 IM8 $34M · 8 mkts ✓ The US market: Total ~$69B TAM, DTC $20B annually. IM8 at $78M ARR — i.e.
Slide 6: Agenda
Agenda Chapter I – The Product Chapter II – The Marketing Engine Chapter III – The Financials Chapter IV – The Cohort Economics Chapter V – The Vision Appendix 6
Slide 7: The Product.
Chapter I The Product.
Slide 8: Large and Growing Global Dietary Supplements Market Supported by Attractive Category Tailwinds
Large and Growing Global Dietary Supplements Market Supported by Attractive Category Tailwinds GLOBAL DIETARY SUPPLEMENTS MARKET GLP-1 adoption is reframing demand toward high-protein, nutrient-dense supplementation +8% CAGR $393B Demand for healthy aging solutions is rising, driven by preventive me
Slide 9: Our Core SKUs: Premium and Clinically Validated
Our Core SKUs: Premium and Clinically Validated Daily Ultimate Essentials Pro Daily Ultimate Longevity The Beckham Stack All-in-one supplement with 90 nutrient-rich ingredients 10 clinically proven compounds scientifically formulated Daily Ultimate Essentials Pro + Daily Ultimate Longevity to suppor
Slide 10: Differentiated Customer Value Proposition
Differentiated Customer Value Proposition Complete Nutrition · One Product · Replacing 16 Supplements · Incredible Value · Great Taste · Convenience Daily Ultimate Essentials Pro Daily Ultimate Longevity Complete Nutrition in One Product Purchase Options Comprehensive by Design, Accessible by Price
Slide 11: The Science Delivers
The Science Delivers RCT-Grade clinical evidence is rare in supplements, and is the most defensible moat we can build IM8 Daily Ultimate Essentials Clinical Study · San Francisco Research Institute · 2025 More Energy A Healthier Gut Sleep Better Perform Sharper 95% 85% 80% 75% of participants felt a
Slide 12: Ongoing Clinical Validation: Two RCT-Grade Trials Underway in 2026
Ongoing Clinical Validation: Two RCT-Grade Trials Underway in 2026 300 participants across two randomized, double-blind, placebo-controlled studies — extending IM8’s clinical evidence base across gut health and longevity C L I N I C A L T R I A L 1 C L I N I C A L T R I A L 2 IM8 Gut Health Study IM
Slide 13: Nine Experts. Six Disciplines
Nine Experts. Six Disciplines Oncology, microbiome, sports medicine, regenerative medicine, cardiovascular research, and space biology Dr. Dawn Mussallem Dr. James L. Green Prof. Suzanne Devkota Dr. James DiNicolantonio Dr. Pamela Mehta Chief Medical Officer at Fountain Former Chief Scientist of Dir
Slide 14: Backed by World-Class Athlete Equity Partners
Backed by World-Class Athlete Equity Partners Co-founded with the world's most iconic athlete WORLD NO. 1 TENNIS NBA · 2× MVP FOR M UL A 1 DR IV E R WEL L NE S S GUR U Aryna Sabalenka Giannis Antetokounmpo Ollie Bearman Jay Shetty Aligned through Equity Their incentives compound with ours over years
Slide 15: A Differentiated Premium Brand Disrupting the Global Wellness Market
A Differentiated Premium Brand Disrupting the Global Wellness Market Comprehensive, All-In-One System Relieving Bloat and All-In-One Daily Base Layer Daily Nutrition Support Replacing 16 Other Supplements Supporting Digestion Daily Nutrition Gut Health 4-Tier System1 ✓ Cellular Energy & Hear
Slide 16: 16,000+ Five-Star Reviews
16,000+ Five-Star Reviews 16,000+ 5-STAR REVIEWS 1,000+ ON TRUSTPILOT TRUSTPILOT · 5-STARS Consistent, Positive Customer Feedback at Scale "This product has been life-changing for me. Better gut health, better sleep. The strongest and "I'm extremely satisfied with IM8. I take the B
Slide 17: Three New Products. By Q4 2026.
Three New Products. By Q4 2026. Extend the brand into adjacent, high-velocity wellness categories On Court / Off Court Strength × Cognition Daily Nutrition for Children Hydration Pro Creatine Kids Gummies Competitive Landscape Competitive Landscape Competitive Landscape Global Hydration Industry Glo
Slide 18: The Marketing Engine.
Chapter II The Marketing Engine.
Slide 19: Brand Equity and a World Class AI-Driven Marketing Engine Fuel Customer Acquisition
Brand Equity and a World Class AI-Driven Marketing Engine Fuel Customer Acquisition Brand Marketing: Earned, Not Bought Targeted and Personalized Advertising PERSONA 01 PERSONA 02 Aryna Sabalenka x GLP-1 Users Gut Health 233M IM8HEALTH.COM/GLP1 IM8HEALTH.COM/GUT PERSONA 04 Energy & Focus Healthy Agi
Slide 20: A Roster No Challenger Brand Can Match
A Roster No Challenger Brand Can Match Hundreds of ambassadors running paid ads from their own handles, reaching 100M+ combined followers across categories 20
Slide 21: Brand Activation: Turning Ambassadors Into Advocates and Customers into Community
Brand Activation: Turning Ambassadors Into Advocates and Customers into Community Shows Up in Person and Four Flagship Moments put in Front Creates a Sense of Community of World’s Health-Conscious Audience 4 events from Danny PDF 34 MIAMI CALIFORNIA WIMBLEDON · LONDON AUSTRALIA OPEN · MELBOURNE Reco
Slide 22: Marketing Channel Diversification: Reducing Platform Risk and Unlocking New Audiences
Marketing Channel Diversification: Reducing Platform Risk and Unlocking New Audiences Strategically expanding beyond traditional platforms for sustainable growth and improved CAC efficiency 2026E Target Mix Current State 6% 15% 12% 12% 55% 85% 15% Deploying the proven Meta engine across new channels
Slide 23: AI is Embedded Throughout the Entire Purchase Journey
AI is Embedded Throughout the Entire Purchase Journey Customer Acquisition Funnel x AI-Led Creative Marketing Engine AI-creative pipeline generates 1.7K+ live Meta ads (+34x vs. launch) Awareness Integrated influencer marketing strategy with algorithmic targeting Diversifying advertising spend acros
Slide 24: The Financials.
Chapter III The Financials. 24
Slide 25: IM8 Became the Engine
Became the Engine Group Consolidated & IM8 segment Metric, US$M Q1 2025 Q4 2025 Q1 2026 YOY Change Group Consolidated Total Revenue $8.31 $36.6 $36.0 +147% Gross Profit $5.6 $21.7 $23.3 +296% Gross Margin 67.8% 59.5% 64.8% (300) bps Adj EBITDA ($4.5) ($2.3) ($5.6) - IM8 Segment Revenue $5.7 $27.4 $3
Slide 26: A Pure-Play Consumer Health Business
A Pure-Play Consumer Health Business Three divestures. $116M redeployed. Oct 2025 Jan 2026 Feb 2026 $72M Up to $13M $70M ACT Genomics Europa Insighta Cash divesture of clinical genomics business. Stock consideration. Exited low gross margin Cash. Sold 35% remaining stake to Tencent. ~$46M gross proc
Slide 27: Fully-funded. Zero debt.
Fully-funded. Zero debt. Debt $0 Fully equity-funded. No interest burden. Cash balances $91.3M Current financial assets at FVTPL $50.0M ACT & Insighta transaction escrow $6.1M Total $147.4M Share Prepurchase Program $40M ($21M remaining1) Authorized in Q1 2026. Additionally, Management invested $2.7
Slide 28: The Cohort Economics.
Chapter IV The Cohort Economics . 28
Slide 29: Strong Monthly Revenue Growth Since Inception Driven by a Subscription-First DTC Engine
Strong Monthly Revenue Growth Since Inception Driven by a Subscription-First DTC Engine IM8 MONTHLY REVENUE ($M) ~79% 42x ARR Growth $16.7 New Customer Subscription ~$240 New Customer AOV +3x $0.4 Projected LTV-to-CAC over a 24 Month Period Dec ‘24 May ’26 Source: IM8 Management. Annualized CAGR of
Slide 30: Subscriptions Scaling Efficiently with Rising AOV
Subscriptions Scaling Efficiently with rising AOV ACTIVE SUBSCRIBERS (EOQ, in thousands) SUBSCRIPTION REVENUE ($M) New-customer AOV +2.5x 82.0 $110 $104 $110 $157 70.3 $32.2 53.2 $26.8 21.4 32.4 $16.7 18.5 $9.4 11.4 6.1 10.8 8.3 3.3 5.3 Q2 '25 Q3 '25 Q4 '25 Q1 '26 Q2 '25 Q3 '25 Q4 '25 Q1 '26 First-t
Slide 31: IM8's 81% sits well above the public DTC peer set
IM8’s 81% sits well above the public DTC peer set Public DTC peers measure retention differently. The chart below pulls disclosed mature cohort repeat-revenue or repeat-customer metrics on the strictest comparable basis. THE REMAINING LANDSCAPE — HOW OTHERS DISCLOSE LOYALTY Comparable Industry Leadi
Slide 32: Repeat Revenue is 81% of Total by Order 12
Repeat Revenue is 81% of Total by Order 12. Across mature monthly cohorts, 81% of Cumulative 12th order revenue comes from orders placed after the customer's first purchase. Repeat Revenue as % of Total Order 12 Revenue 81% Net Repeat Revenue (“NRR”) as % of Total 12th Order Revenue 81% 73% 58% 130,
Slide 33: 4 orders of Jan 2026 = 12 orders of Jan 2025
4 orders of Jan 2026 = 12 orders of Jan 2025 The Jan 2026 quarterly cohort generated $587 in cumulative revenue per customer by 1st repeat order, surpassing what the Jan 2025 cohort took 12 orders to generate ($549) and 98% better than first 4 orders of Jan 2025 cohort. The shape of the revenue curv
Slide 34: Current cohorts tracking to 12 Month LTR of $900-1,100
Current cohorts tracking to 12 Month LTR of $900-1,100, well ahead of 12 Month LTR of $571 on mature cohorts Mature cohort M12 LTR of $571 represents customers acquired Dec 2024 – Mar 2025, before the quarterly subscription transition. Current cohorts (Q1 2026 onwards, with quarterly mix) are tracki
Slide 35: New SKUs add $178–$378 of incremental Y2 LTR.
New SKUs add $178–$378 of incremental Y2 LTR. Modeled M24 LTR uplift at illustrative attach rates against the existing customer base. Pricing projected and subject to change. ATTACH RATE ASSUMPTIONS · % OF BASE × MONTHLY $ ADDED SKU CONSERVATIVE BASE BULL Hydration · 20% × $40 30% × $40 40% × $40 $4
Slide 36: The Vision.
Chapter V The Vision.
Slide 37: Significant Whitespace Ahead
Significant Whitespace Ahead $1B Revenue Modest Capture of the $200B+ Global Dietary Supplements Market Implies a $1bn+ Brand Global Supplements Market Share: 0.5% Long-Term Vision Broaden $200M Rev. Distribution Global Supplements Geographic Market Share: Penetration (Existing + New New 0.1% Market
Slide 38: Multiple Levers for Incremental Growth: New Products and Categories
Multiple Levers for Incremental Growth: New Products and Categories Planed Near-Term Expansion into Large and … with Numerous Areas for Further Growing Adjacent Categories … Long-Term Expansion Category Size Growth Innovation Category Size Growth Hydration $37B +8% Hydration Pro Men’s Health $75B +1
Slide 39: Multiple Levers for Incremental Growth: Deepen Penetration in Existing Geographies
Multiple Levers for Incremental Growth: Deepen Penetration in Existing Geographies (Metrics by country) Category Size: ~$69B ~$7B ~$5B1 ~$3B1 ~$1B1 IM8 2025 Market Share: 0.03% 0.13% 0.15% 0.13% 0.22% IM8 2025 Revenue: $24M $9M $8M $3M $2M IM8 Current ARR: $78M $22M $14M $10M $7M % of IM8 2025 Reven
Slide 40: IM8 has a Structural Right to Win in China
IM8 has a Structural Right The Single Largest to Win in China Market to Unlock ✓ David Beckham’s outsized brand equity provides built-in trust at the consumer level ✓ Prenetics has deep regional operating experience and existing Asia distribution relationships $50B China Supplements Market ✓ No entr
Slide 41: Six Reinforcing Advantages
Science Moat with Clinical Efficacy Athlete Equity Alignment with Authentic Use AI System Across the Organization Six Reinforcing Advantages Digital Performance Marketing Flywheel Operator-Founder with Public-Company Track Record Strong Growth Algorithm with Further Whitespace 41
Slide 42: With clinically-backed products, a true brand ecosystem, and a scalable model underpinned by a
With clinically-backed products, a true brand ecosystem, and a scalable model underpinned by a high-velocity DTC engine, IM8 is positioned to capture share in one of the fastest-growing consumer categories globally 42
Slide 43: Disclaimer
Disclaimer This presentation has been prepared by Prenetics Global Limited (“Prenetics” or the “Company”) and is provided for informational purposes only in connection with the Company’s discussion of its Q1 2026 results. This presentation should be considered together with, and not in isolation fro