Idt Australia Limited · ASX:IDT
Idt Australia — Shareholder Meeting (November 2025)
11 slides from Idt Australia's shareholder meeting presentation, Nov 19, 2025
Slide 1: IDT Australia Annual General Meeting Nov 2025
IDT Australia Annual General Meeting Nov 2025 For personal use only
Slide 2: Disclaimer and Important Notices
Disclaimer and Important Notices This presentation has been prepared by IDT Australia Limited ACN 006 522 970 (Company). It contains general background information only which is current at the date of this presentation unless otherwise specified. It contains selected summary information and does not
Slide 3: Board of Directors
Board of Directors Experienced Board and Leadership Team For personal use only Mark Simari Executive Chair Mark Simari is an experienced and accomplished professional in the health industry and has over 15 years’ Board experience in a diverse range of organisations. Mark was the former managing dire
Slide 4: Strategic Pivot Overview
Strategic Pivot Overview For personal use only Leading Contract Drug Manufacturer Supporting the Development of Medical Innovations Market Tailwinds IDT Advantage Objectives • Leading CDMO in Australia with end- • To become cashflow positive with • Global customers attracted to to-end services susta
Slide 5: Strategy Reset
Strategy Reset Prioritising Profitability & Operating Leverage For personal use only Refocusing on Profitability Revenue & Profit Performance Shifting from revenue growth-at-all-cost mindset to margins, $ Realigning strategy after FY25 NPAT loss of $8.1M even as operational efficiency and strategic
Slide 6: Three-Pillar Business Verticals
Three-Pillar Business Verticals Re-establishing API Vertical as Foundation for Growth For personal use only Active Pharmaceutical Ingredient (API) Manufacture • Legacy business and a key strength of IDT • Development and manufacturing of the active ingredient in drugs • Scalable production from 1mg
Slide 7: mRNA & Radiopharmaceutical Key Growth Opportunities
mRNA & Radiopharmaceutical Key Growth Opportunities For personal use only First cGMP in-human mRNA vaccine clinical supplier in Australia Leading mRNA vaccine clinical supplier in the southern hemisphere mRNA development partnerships with leading global pharma organisations Global mRNA market foreca
Slide 8: Financial Highlights
Financial Highlights Promising Start to FY26 For personal use only Revenue from 3 Verticals Total Sales from 3 Verticals Q1FY26 revenue up 18.2% pcp and 7.6% QoQ to $4.3M $4.6 Millions Revenue Split API 45.7% | Speciality Orals 29.2% | Advanced Therapies 25.1% $4.2 Total Group Revenue $3.8 Q1FY26 to
Slide 9: Positioned for Further Growth
Positioned for Further Growth Competitive Strategic Advantages For personal use only Proven Track Record Rare Strategic Infrastructure • 50+ years supporting the development of key innovations • One of a few GMP facilities of its kind in the region • First in Australia to produce mRNA vaccines • ~$1
Slide 10: Key Share Metrics
Key Share Metrics Attractive Valuation | Financial Flexibility For personal use only Percentage of Total Shares on Issue @ 29 Oct 2025 Share Information Market Cap* $24.4M Shares on Issue (#) 427.6M 62.21% FY25 Revenue $19.9M Total Funds @ 30 June 2025 (Cash & Available Debt) $13.2M 37.79% FY25 Net
Slide 11: IDT Australia
For personal use only IDT Australia Investor & Media Enquiries: Brendon Lau e: brendon@vantagepointpartners.com.au m: 0409 341 613