Slide 1: ASX Release: Q1 FY27 Presentation
For personal use only ASX Release 14 October 20 2 6 _________________________________________________________________________________________ Q1 FY27 Presentation Ple ase fin d attached the Pharmx Technologies Limited (ASX: PHX) presentation that will be delivered at t he web inar being he ld today.
Slide 2: The Pharmacy Infrastructure and Order Platform - FY27 Q1 Update
For personal use only The Pharmacy Infrastructure and Order Platform Simply Pharmx It FY27 Q1 Update October 2026 PHARMX TECHNOLOGIES LIMITED (ASX:PHX)
Slide 3: Notice & disclaimer
PHARMX TECHNOLOGIES Notice & disclaimer For personal use only This presentation has been prepared by Pharmx Technologies Limited (Pharmx or the Company or PHX). It should not be Readers are cautioned not to place undue reliance on these forward-looking statements. Except to the extent required by sh
Slide 4: Pharmx Technologies overview
PHARMX OVERVIEW Pharmx Technologies For personal use only One platform running the connective infrastructure of ANZ pharmacy Relay Launched Sep ‘26 Launched Nov ‘25 01 02 03 Relay + Gateway EDI Marketplace Data and analytics The truth layer for ANZ pharmacy Engine of revenue diversification Deliveri
Slide 5: Pharmx Strategy: Network Plus
P H A R M X S T R AT E G Y Network Plus For personal use only S I N G L E P L AT F O R M 01 Ambition 02 Ambition 03 Ambition Primary pharmacy ordering Full vertical EDI solution for Most impactful data solution platform pharmacy in the market ENABLERS Partnerships with Sigma, and IQVIA etc as accele
Slide 6: FY26 Highlights: Financial update
FY26 HIGHLIGHTS Financial update For personal use only $7.74m , 3% ab ove FY 25. Po sitive result in line with exp ectatio ns. Und erp inned b y stro ng p latfo rm g rowth in line with strateg y. FY26 FY26 FY26 8% ▲ 73 % ▲ 67 % ▲ Gateway Revenue Marketplace Revenue NZ Revenue Gateway recurring reven
Slide 7: Q1 Key Highlights
FY27 Q1 UPDATE Q1 Key Highlights For personal use only FINANCIALS Revenue 9% up PCP. 24% of recurring revenue YTD generated from volumes based (FY26 20% PCP). PLATFORM Marketplace GTV reached $6.9 million in September, up approximately 150% on the prior quarter and 45% on prior month Gateway number
Slide 8: Scaling marketplace growth
FY27 Q1 HIGHLIGHTS Scaling marketplace growth For personal use only ~2,000 ~10k Q1 FY27 vs Q4 FY26 TARGET COHORT TOTAL Registered Number of Orders Average Monthly Active Users* 9% 12% Monthly Repeat Purchase Rate* 91% 66% Monthly Purchase Frequency* 24.6 13.9 +39% Q1 FY27 vs Q4 FY26 +83% Q1 FY27 vs
Slide 9: Marketplace
PHARMX MARKETPLACE Marketplace For personal use only ~$12bn Supplier growth Pharmacy growth New revenue Margin expansion, more More stores and higher monthly Marketing and advertising in manufacturers and distributors monthly spend across all cohorts platform distributors cohorts Serviceable Address
Slide 10: EDI Gateway and Relay: order management across the supply chain
EDI GATEWAY AND RELAY Order management across the pharmacy supply chain For personal use only UPSTREAM NEW DOWNSTREAM EDI Relay EDI Gateway Purchase orders, ASN & invoices Orders, invoices, delivery visibility Manufacturer & supplier +$20bn Distribution centre $26bn Pharmacy & store GTV TAM network
Slide 11: Pharmx EDI platforms
FY27 Q1 HIGHLIGHTS Pharmx EDI platforms For personal use only Gateway Relay pipeline update +12% +15% Live 12 Orders vs pcp GTV vs pcp Sigma South Auckland DC Supplier integration +3% 3 10 40 Total pharmacy to supplier accounts YTD, New Gateway suppliers signed in process in pipeline over FY27 YTD,
Slide 12: Relay and Gateway EDI
EDI GATEWAY AND RELAY Relay and Gateway EDI For personal use only Full vertical services to international markets Gateway EDI Relay ~$14bn serviceable GTV across target markets Modernised EDI: up to 18% lower Gateway extended upstream into Variable fees across expanded GTV opportunity cost, new mess
Slide 13: Q&A
For personal use only Q&A
Slide 14: Thank you
For personal use only Thank you Level 7, 1 Castlereagh Street Sydney 2000 investor.relations@pharmx.com.au
Slide 15: Appendix
For personal use only Appendix
Slide 16: Sigma Strategic Alliance
PHARMX OVERVIEW Sigma (ASX:SIG) Strategic Alliance For personal use only What we agreed Why we did it Why it matters A multi-year strategic partnership with Sigma | Opportunity to materially change the profile of Accelerates pathway to strong revenue Sigma | Chemist Warehouse the business – aligned
Slide 17: Platform insights
FY26 PLATFORM HIGHLIGHTS Platform insights For personal use only GLP -1 shows strong growth The rest is growing Now 11.8% of trade, from 7.5%. Mounjaro rose from 31% to 53% of the category. Outside GLP-1, trade grew on volume, with average value per unit flat. 50.8% of FY26 growth 5.8% growth exclud
Slide 18: Pharmx Product Suite: Single Platform Solution
PHARMX PRODUCT SUITE Single Platform Solution For personal use only Connecting manufacturers, distributors, suppliers suppliers and pharmacies across ANZ Relay NEW Gateway Marketplace NEW Supplier to DC Supplier to Pharmacy Pharmacy ordering Connects manufacturers to distribution centres Connects su
Slide 19: Shared services and stand-alone capabilities
PHARMX PRODUCT SUITE Shared services and stand -alone capabilities For personal use only Relay Gateway Marketplace Relay Gateway Marketplace SHARED SERVICES ORDERING AND STOCK Single platform: one login, one integration Orders, acknowledgements, out-of-stock and dispatch advice Supplier, category an