Spectur Ltd. · ASX:SP3
Spectur — Investor Presentation (February 2026)
30 slides from Spectur's investor presentation, February 2026
Slide 1: Market Update
Market Update FEBRUARY 2026 1 S P E C T U R L I M I T E D ( A SX :S P 3) | FE B 2 0 2 6
Slide 2: Disclaimer
Disclaimer This document has been prepared as a summary only and statements. These are not historical facts but are based on the does not contain all information about Spectur Limited (the Company’s current expectations, estimates, and projections “Company”) — including its assets, liabilities, fina
Slide 3: Executive Summary
Executive Summary 3 S P E C T U R L I M I T E D ( A SX :S P 3) | FE B 2 0 2 6
Slide 4: Executive Summary
Executive Summary Australia’s leader insolar-powered, AI-enabled visual sensing and communication platforms that protect communities, organisations, and critical infrastructure. Unique Position Combines renewable power, AI analytics, edge compute, and cloud connectivity into one intelligent platform
Slide 5: Customers We Serve Scope of Opportunity
Customers We Serve Scope of Opportunity Built on a foundation of professionalism, reliability, and Spectur’s current deployments representless innovation, Spectur delivers proven solutions that meet the demanding standards of organisations. Currently 600+ than 5% penetration in every core sector. cu
Slide 6: Spectur's Proprietary Offering
Spectur’s Proprietary Offering The Hardware The Cloud On Site Output Real-time Remote Monitoring Solar Powered Integrated Collect 4K 4G Module Time-lapse Images Digital Modular AI Alarm Data and Cloud Function System Analytics Bright Warning Simultaneous Visible Lights and Spoken Deterrent System Ar
Slide 7: Use of Funds from October's Capital Raise
Executive Summary Use of Funds from October’s Capital Raise Funds raised will accelerate Spectur’s evolution as an AI-driven solutions provider, addressing the growing demand from government, utilities, and critical infrastructure customers. Advance cloud and AI capabilities to deliver secure, modul
Slide 8: Overview: Market & Investment Thesis
Overview Market & Investment Thesis Rapid growth in AI adoption across government and enterprise, driven by $120B+ in Australian infrastructure investment and mandatory ESG compliance, has created an unprecedented opportunity for Spectur to scale its proven solar-first, off-grid AI surveillance plat
Slide 9: Market Opportunity
Market Opportunity 9 S P E C T U R L I M I T E D ( A SX :S P 3) | FE B 2 0 2 6
Slide 10: The Market
The Market The Video Analytics & Edge AI Industry State of the Market Demand Shift Cyber Security & Governance Young and scaling fast; ripe for Customers are more sophisticated. Rapid AI adoption is coupled selective consolidation. Enterprise and government buyers withtighter cyber standards (ISO ar
Slide 11: Strategic Outlook
Strategic Outlook 11 S P E C T U R L I M I T E D ( A SX :S P 3) | FE B 2 0 2 6
Slide 12: Growth Strategy and Roadmap
Growth Strategy and Roadmap Our 1-2 Year Priorities Scale Software & AI Platform Expand Hardware Platform Growth Opportunity Advance Spectur’s cloud and AI Prepare Spectur’s hardware platform Build a sustainable, high-margin technology to power the next for the next generation of AI-driven growth mo
Slide 13: Strategic Overview: The Spectur Advantage
Strategic Overview The Spectur Advantage Spectur’s Positioning Why We Win Now Opportunity Solar-first, off-grid platform advantage. Spectur wins now because the Born in construction, maturing market has caught up to the into utilities, transport, Spectur’s Sense–Think–Act problems, we’ve been solvin
Slide 14: What this means for investors
What this means for investors Industry - high-growth, still Spectur Fit, uniquely positioned to fragmented; consolidation tailwinds for scale and truly deliver solar-first, secure, edge-ready platforms. off-grid and secure. Market Drivers, growth in edge computing AI solutions, exactly where the and
Slide 15: Operational Progress
Operational Progress 15 S P E C T U R L I M I T E D ( A SX :S P 3) | FE B 2 0 2 6
Slide 16: Summary H1 FY2026
Summary H1 FY2026 Continued shift toward recurring revenue and managed FY26 H1 Focused on execution, services consolidation, and platform AI Delivery of strategically important enterprise and capability redesign government deployments Ongoing investment in AI platform capability, reliability, and se
Slide 17: Operating Momentum Indicators
Operating Momentum Indicators Higher-quality inbound enquiry mix, particularly government and councils Increased enterprise-grade opportunity size and complexity Expansion activity from existing customers Improved sales from target audience following marketing and positioning uplift Growing demand f
Slide 18: Proof of Execution
Proof of Execution ERB systems now form embedded operational infrastructure Surf Life Saving NSW Program moving beyond trial into long‑term capability Joint roadmap development underway for deeper integration POC deployed late H1 FY26 Telstra Early results validating effectiveness in real-world cond
Slide 19: Proof of Execution
Proof of Execution Increased inbound engagement and renewals Local Government Sense-Think-Act positioning resonating with councils Spectur becoming preferred supplier - SEQ Water - Dam project renewal for 3 years Won / Banana Shire Council Waste project renewal ~$150K (pending) Spectur plays a key r
Slide 20: Operating Discipline & Maturity
Operating Discipline & Maturity Sustained focus on cost control following FY25 reset. Improved accountability across sales, delivery, and support Better alignment between product design and serviceability in technology road map Development in scaling solutions for internal workflows Clearer internal
Slide 21: Company
Company 21 S P E C T U R L I M I T E D ( A SX :S P 3) | FE B 2 0 2 6
Slide 22: Leadership Team
Leadership Team ANTHONY SCHMIDT MALCOLM VAN STADEN ALEX BECKITT NADEESHA FERNANDO Chief Executive Officer Engineering Manager Operations Manager Management Accountant Anthony is an experienced executive Malcolm is a results driven Engineering Alex is an experienced operations and Nadeesha is a Certi
Slide 23: The Board
The Board DARREN COOPER MARCO DA SILVA SANTO CARLINI SUZIE FOREMAN Non-Executive Chairman Non-Executive Director Non-Executive Director Company Secretary Accomplished executive with over 20 years’ With over 24 years of experience, Marco With over 30 years of extensive industry Chartered accountant w
Slide 24: Investment Highlights
Investment Highlights Over 15 years of experience in solar powered AI-driven protection, safety, Growing recurring revenue base with and warning solutions >60% of revenues recurring and high margin products. Proven product-market fit, >2,900 devices deployed and >600 Positioned for sustainable, prof
Slide 25: Investment Highlights Timeline
Investment Highlights Timeline Nov 2009 2019 Aug 2020 Dec 2022 Business launched Strategic shift to Launched STA6 platform, Announced acquisition as Uwatchit Pty Ltd, ‘Sense, Think, Act’ a revolutionary edge/cloud of 3 Crowns Apr 2025 focusing on the domestic solutions; tightened fog computing platf
Slide 26: Spectur Cyber Security & Governance
Spectur Cyber Security & Governance ISO 27001:2022 CERTIFIED Spectur is ISO 27001:2022 certified, demonstrating our commitment to the highest standards of information security. This certification validates that our systems, infrastructure, and processes are designed to protect data confidentiality,
Slide 27: Appendices
Appendices 27 S P E C T U R L I M I T E D ( A SX :S P 3) | FE B 2 0 2 6
Slide 28: Risks
Risks The Company recognises that certain risks have the potential to impact the Group’s ability to achieve its strategic and financial objectives. The most material risks include: While the Company has improved operating cashflows, additional capital Capital and funding requirements may be required
Slide 29: Risks
Risks Reliance on suppliers, many located in Asia, presents exposure to Supply chain resilience geopolitical or logistics disruptions that could impact production and delivery. The Company’s performance is underpinned by the experience and skills of its team. Loss of key personnel or inability to at
Slide 30: See it all, Secure it all.
C ONTACT DE TAIL S See it all, Anthony Schmidt, CEO Email: investors@spectur.com.au Phone: 1300 802 960 Website: www.spectur.com.au ASX Code: SP3 Secure it all. 30 S P E C T U R L I M I T E D ( A SX :S P 3) | FE B 2 0 2 6