Slide 1: ASX announcement cover letter: Investor Presentation
ImpediMed Limited 1/50 Parker Court Pinkenba, QLD, 4008 Australia E: investorrelations@impedimed.com W : impedimed.com 30 October 2025 For personal use only Companies Announcements Office Australian Securities Exchange Investor Presentation ImpediMed Limited (ASX:IPD) releases the attached presentat
Slide 2: Q1 FY26 Results
For personal use only Impedimed Limited Q1 FY26 Results October 2025 Proprietary, do not reproduce, distribute, or excerpt without written permission from ImpediMed. ©2025 ImpediMed Limited. 1
Slide 3: Forward Looking Statements
Forward Looking Statements This presentation contains or may contain forward-looking statements that are based on ImpediMed Limited (ImpediMed) management’s For personal use only beliefs, assumptions and expectations and on information currently available to management. All statements that address o
Slide 4: Agenda
Agenda For personal use only 1 Business Overview 2 Financial Performance 3 H1 FY26 Outlook Proprietary, do not reproduce, distribute, or excerpt without written permission from ImpediMed. ©2025 ImpediMed Limited. 3
Slide 5: Business Overview
For personal use only Business Overview Proprietary, do not reproduce, distribute, or excerpt without written permission from ImpediMed. 4 ©2025 ImpediMed Limited.
Slide 6: The SOZO Digital Health Platform Value Proposition
The SOZO® Digital Health Platform Value Proposition Strong foundation For personal use only • Best-in-class, FDA and TGA cleared, and CE-Marked cloud-based digital health platform measuring body composition and fluid outputs led by new Product Leadership Addressing fast growing healthcare needs • Ca
Slide 7: Q1 Key Highlights
Q1 Key Highlights Financial • Revenue $3.6m. For personal use only • TCV $4.7m. • Annual recurring revenue $14.4m. • Quarterly operating cash outflow ($5.6m), inclusive of $1.1m one-off inventory component purchase. • Qualified for US$5.0m Tranche 2 of US$15.0m growth capital facility (drawn down).
Slide 8: Breast Cancer Related Lymphoedema
Breast Cancer Related Lymphoedema Lymphoedema underpinned for steady growth • Clinical demand remains strong. For personal use only • Solid Foundation: 600+ SOZO devices deployed in the US and currently utilised in 18 of the top 25 US hospitals 1 • NCCN & NAPBC guideline inclusion: Broadening accept
Slide 9: Breast Cancer Related Lymphoedema: Key activities this quarter
Breast Cancer Related Lymphoedema: Key activities this quarter Conferences For personal use only • ASBrS Strategic Futures Form • ASCO Conquer Cancer Council Summit • McKesson Accelerate - US Oncology • AONN (Academy of Oncology Nurse & Patient Navigators) • Northern Arizona Healthcare Breast Sympos
Slide 10: Heart Failure
Heart Failure • TAM estimated at $1.1bn for US outpatient heart failure fluid monitoring1 For personal use only • In the US, currently 6.7M HF patients which are expected to grow to 8.5M patients by 2030 2. • SOZO Pro is the only bioimpedance device with: • US FDA and TGA clearance to support both i
Slide 11: Body Comp
Body Comp • Total Addressable Market • Current TAM: A$120m for clinical grade analysers within the US Hospital and Clinic market 1 For personal use only • Potential TAM significantly larger when incorporate weight management market outside the US Hospital and Clinic segment • Currently ~15m American
Slide 12: Financial Performance
For personal use only Financial Performance Proprietary, do not reproduce, distribute, or excerpt without written permission from ImpediMed. 11 ©2025 ImpediMed Limited.
Slide 13: Cash Flow
Cash Flow Summarized Cash Flow FY26 In thousands Q1 For personal use only AUD Actual • Q1 operating cash outflow of $5.6m: Receipts from customers 3,443 Research & development (62) • Including previously announced one-off $1.1m payment for key electronic Product manufacturing & operating costs (1,53
Slide 14: TCV and ARR
TCV and ARR SOZO Core Business Quarterly Total Contract Value 1 SOZO Annual Recurring Revenue2 For personal use only A$ millions A$ millions • TCV of $4.7m down 25% vs. Q4 FY25. • ARR up 24% vs Q1 FY25; up 3% vs prior quarter. • Smaller number of customers due for renewal in the quarter. • ARR conti
Slide 15: Revenue and Cash Receipts
Revenue and Cash Receipts Revenue Cash Receipts A$ millions For personal use only A$ millions • Q1 FY26 revenue up 7% vs. Q4 FY25. • Cash receipts of $3.4m, up 26% vs. Q1 FY25. • Q1 North America revenue up 6% vs. Q4 FY25; ROW up 50%. • Q1 operating cash outflow of $5.6m, favorable vs. forecast. • S
Slide 16: Global Installed Base and Patient Test Numbers
Global Installed Base and Patient Test Numbers Global Installed Base ROW Installed Base Patient Tests (000s) For personal use only Units U.S. Installed base 16% 3-year CAGR1 • 45 SOZO units sold vs 44 Q4 FY25 • 77,000 Patient tests in Q1 FY26 • U.S. unit sales: 26 vs. 44 in Q4 FY25 • Up 4% vs. Q4 FY
Slide 17: Outlook for H1 FY26
For personal use only Outlook for H1 FY26 Proprietary, do not reproduce, distribute, or excerpt without written permission from ImpediMed. 16 ©2025 ImpediMed Limited.
Slide 18: Updated Outlook for H1 FY26
Updated Outlook for H1 FY26 ❑ Grow US BCRL sales leveraging changes to sales team and expanded reimbursement For personal use only o Lymphoedema awareness activities generate leads o Improvement in lead conversions to sales o Fill remaining open territory ❑ Expand Lymphoedema payor coverage ❑ Body C
Slide 19: For personal use only
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