Mayne Pharma Group Ltd. · ASX:MYX
Mayne Pharma — Shareholder Meeting (January 2026)
19 slides from Mayne Pharma's shareholder meeting presentation, Jan 29, 2026
Slide 1: ASX cover letter for AGM presentation
29 January 2026 Manager, Company Announcements ASX Limited Level 4 20 Bridge Street SYDNEY NSW 2000 Via E-Lodgement Dear Sir/Madam Mayne Pharma Group Limited Please find attached the AGM presentation which contains a business update to be delivered to shareholders at Mayne Pharma’s Annual General Me
Slide 2: Annual General Meeting
Mayne Pharma Group Limited Annual General Meeting 10.00am (Melbourne Time) 29 January 2026
Slide 3: Chair
Chair Professor Bruce Robinson
Slide 4: Introduction – Directors and KMP
Introduction – Directors and KMP Prof Bruce Robinson David Petrie Anne Lockwood Shawn Patrick O’Brien Chairman Non-Executive Director Non-Executive Director CEO & Managing Director Dr Katie Macfarlane Ann Custin Patrick Blake Aaron Gray Non-Executive Director Non-Executive Director Non-Executive Dir
Slide 5: Agenda
Agenda 1 Chair’s Address 2 Business Update 3 Formal Business 4 Close 4
Slide 6: Chair's Address
Chair’s Address Professor Bruce Robinson
Slide 7: Business Update
S pharma Business Update Aaron Gray
Slide 8: Disclaimer
Disclaimer The information provided is general in nature and is in summary form only. It is not complete and should be read in conjunction with the company’s audited Financial Statements and market disclosures. This material is not intended to be relied upon as advice to investors or potential inves
Slide 9: FY25 Review: Financial Highlights
FY25 Review: Financial Highlights1 Revenue growth and targeted operating expenditure delivered 105% increase in underlying EBITDA versus the pcp $408.1m 60.6% $47m Revenue Gross margin Underlying EBITDA2 up 5% FY24 up from 56.3% FY24 up 105% from $22.9m FY24 $109.7m $45.4m $100.4m Total direct segme
Slide 10: FY25 Review: Operating Highlights
FY25 Review: Operating Highlights Women’s Health Dermatology International • 30% growth in demand cycles1 for • Revenues impacted by competitor • Modernisation upgrade complete, driving NEXTSTELLIS®, compared to pcp, driven by launches (AG ORACEA®), portfolio gross end to end manufacturing capabilit
Slide 11: Continued Improvement with Growth in FY25 Direct Contribution
Continued Improvement with Growth in FY25 Direct Contribution1 $21.2m increase in direct contribution driven by 76% increase in Women’s Health FY25 Total Direct Contribution $109.7m FY24 Total Direct Contribution Dermatology $44.3m $7.4m Women’s Health $35.2m $88.5m +$21.2m $40.2m International $9.0
Slide 12: Group Continuing Operations Overview: Strong Underlying FY25 EBITDA Result
Group Continuing Operations Overview: Strong Underlying FY25 EBITDA Result Change vs Change vs A$ million1 FY25 FY24 FY24 ($) FY24 (%) Reported Revenue 408.1 388.4 19.7 5% Reported Gross Profit 247.3 218.8 28.5 13% Reported Direct Contribution 109.7 88.5 21.2 24% Reported EBITDA 18.4 (92.5) 110.9 12
Slide 13: 1H FY26 Unaudited Results
S pharma 1H FY26 Unaudited Results
Slide 14: 1H FY26 Unaudited Financial Results
1H FY26 Unaudited Financial Results1 1H FY26 delivered resilient earnings, with margin discipline underpinning performance $212.1m 66.0% $28.6m Revenue Gross margin Underlying EBITDA2 down 0.5% 1H FY25 up from 61.4% 1H FY25 down 8% from 1H FY25 $69.5m $17.9m $67.4m Operating cashflow from Total dire
Slide 15: 1H FY26 Unaudited EBITDA & Cash Flow Reconciliation (cont.)
1H FY26 Unaudited EBITDA & Cash Flow Reconciliation (cont.) Scheme Legal Costs (inc. Litigation) had a Significant Impact on EBITDA and Cash Flow EBITDA Change vs Change vs • Reported EBITDA driven by: A$ million 1H FY26 1H FY25 1H FY25 1H FY25 • Scheme related legal costs, inc. litigation ($) (%) •
Slide 16: 1H FY26 Unaudited Segment Financial Highlights
1H FY26 Unaudited Segment Financial Highlights Women’s Health Dermatology International • Revenue $96.5 million (+2% versus pcp) • Revenue $78.6 million (-3% versus pcp) • Revenue $36.9 million (-1% versus pcp) o NEXTSTELLIS®: +16% Demand Cycles1, +4% US$23.4m o ANNOVERA®: +2% TRx2, -9% US$14.4m • D
Slide 17: 1H FY26 Segment Operating Highlights
1H FY26 Segment Operating Highlights Women’s Health Dermatology International • FDA to remove “Black Box” for HRTs1 in • Substantial margin improvement via • Pharmaceutical Benefits Scheme (PBS) management of menopause beneficial mix effects, strong operating approval for NEXTSTELLIS® in Australia -
Slide 18: FY26 focus and outlook
FY26 focus and outlook • Women’s Health: continue market share growth with talented people, refreshed marketing, product access solutions, strong intellectual property for our best-in-class products. Realise cost leverage via continued growth and ongoing cost optimisation. • Dermatology: take the ne
Slide 19: Contacts
Contacts For further information contact: Dr Tom Duthy Investor Relations +61 402 493 727 ir@maynepharma.com You deserve tomorrow. 31
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