Impedimed Limited · ASX:IPD

Impedimed — H1 2026 Earnings Presentation

23 slides from Impedimed's earnings presentation, Mar 3, 2026

  1. Slide 1: 1H FY26 Results Investor Presentation

    ImpediMed Limited Suite 31C, 12-18 Tryon Rd Lindfield NSW 2070 Australia E: investorrelations@impedimed.com W : impedimed.com 3 March 2026 Companies Announcements Office For personal use only Australian Securities Exchange 1H FY26 Results Investor Presentation ImpediMed Limited (ASX: IPD) provides t

  2. Slide 2: ImpediMed Limited (ASX: IPD)

    For personal use only ImpediMed Limited (ASX: IPD) Proprietary, do not reproduce, distribute, or excerpt without written permission from ImpediMed. ©2026 ImpediMed Limited. 1

  3. Slide 3: Agenda

    Agenda 1) 1H FY26 Financial Performance For personal use only 2) Business Overview o BCRL and Cancer Survivorship o Next Generation SOZO® Pro Launched in Heart Health and Weight Management 3) 2H FY26 Outlook Proprietary, do not reproduce, distribute, or excerpt without written permission from Impedi

  4. Slide 4: 1H FY26 Financial Performance

    For personal use only 1H FY26 Financial Performance Proprietary, do not reproduce, distribute, or excerpt without written permission from ImpediMed. ©2026 ImpediMed Limited. 3

  5. Slide 5: 1H FY26 P&L

    1H FY26 P&L FY26 Commentary A$000 Q1 Q2 1H For personal use only Actual Actual Actual Financial Revenue 3,573 3,943 7,516 Cost of good sold (425) (515) (940) • Revenue $7.5m Gross profit 3,148 3,428 6,576 • TCV $8.7m % 88% 87% 87% Employee expenses (5,315) (5,017) (10,332) • Annual recurring revenue

  6. Slide 6: 1H FY26 Cash Flow

    1H FY26 Cash Flow FY26 Commentary A$000 Q1 Q2 1H For personal use only Actual Actual Actual • 1H operating cash outflow of $8.5m ($2.9m Q2) Receipts from customers 3,443 3,785 7,228 Research and development (62) (125) (187) • Customer cash receipts of $7.2m Product manufacturing and operating costs

  7. Slide 7: SOZO: One Platform, Multiple Market Segments

    SOZO®: One Platform, Multiple Market Segments SOZO is at the center of three large and growing structural tailwinds in Cancer Survivorship, Heart Health & Weight Management use only Demand driven expansion into new adjacencies offers a capital light and high return opportunity BCRL • Established pla

  8. Slide 8: Expanding Across Departments: Existing BCRL Footprint Growing Heart Health and Body Comp

    Expanding Across Departments: Existing BCRL Footprint Growing Heart Health and Body Comp LOW FRICTION GROWTH OPPORTUNITY SOZO IN 17/20 Top IDNs BY PATIENT REVENUES For personal use only Net Patient Member PC & LM HF SOZO # IDN / Health System HQ Revenue Hospitals Clinics* Clinics† Devices 17/20 1 2

  9. Slide 9: Accelerating Pipeline Opportunities

    Accelerating Pipeline Opportunities Pipeline growth following increased coverage in FY26 and new marketing strategies For personal use only • Increase in payor coverage is a key driver in pipeline growth and critical factor for pipeline conversion • ~6-month hospital sales cycle results in lag betwe

  10. Slide 10: BCRL and Cancer Survivorship

    For personal use only BCRL and Cancer Survivorship Proprietary, do not reproduce, distribute, or excerpt without written permission from ImpediMed. ©2026 ImpediMed Limited. 9

  11. Slide 11: Growth Runway Unlocked with >93% Payor Coverage Achieved in Q2 FY26

    Growth Runway Unlocked with >93% Payor Coverage Achieved in Q2 FY26 Long and durable SOZO® growth runway supported by regulatory approvals, clinical adoption, MSAs and payor coverage For personal use only Recommended by guidelines and medical societies [x] Eligible SOZO 6,000 Locations1 708 Active P

  12. Slide 12: Land-and-expand strategy across leading health systems

    Land-and-expand strategy across leading health systems 250+ device opportunity within existing customer network For personal use only 5x Increase 12x Increase Major Academic Regional IDN National Cancer Network Medical Center Health System (Eg KU Health) (Eg NCCN Member Centers) (Eg Cleveland Clinic

  13. Slide 13: Next Generation SOZO Pro Launched in Heart Health

    For personal use only Next Generation SOZO® Pro Launched in Heart Health Proprietary, do not reproduce, distribute, or excerpt without written permission from ImpediMed. ©2026 ImpediMed Limited. 12

  14. Slide 14: SOZO Pro for Heart Failure: Addressing a large underserved need

    SOZO® Pro for Heart Failure: Addressing a large underserved need Congestion drives hospitalization, readmission, and mortality — yet clinicians lack an objective, non-invasive real-time measure of fluid status For personal use only THE BURDEN SOZO Pro INNOVATES THE PROBLEM 4.25× readmission risk ide

  15. Slide 15: SOZO Pro: A new service line

    SOZO® Pro: A new service line Positioning SOZO Pro with HF-Dex® as a new service line objective measure for cardiology practices which also supports CMS 2027 Mandate For personal use only Heart Health Execution Plan Clinic Unit Economics • Team established in Q2 FY 2026→ capital light and highly Per

  16. Slide 16: Weight Management and Body Composition

    For personal use only Weight Management and Body Composition Proprietary, do not reproduce, distribute, or excerpt without written permission from ImpediMed. ©2026 ImpediMed Limited. 15

  17. Slide 17: The rise of GLP-1's and the SOZO Pro opportunity

    The rise of GLP-1’s and the SOZO® Pro opportunity Awareness of potential risks of GLP-1’s is growing and underpinning the rising need for objective Body Composition analysis Multiple key drivers support SOZO Pro adoption For personal use only • Global adoption of GLP-1 pharmacotherapy → 15M US GLP-1

  18. Slide 18: Global Guidelines now recommend personalized monitoring and body composition assessment

    Global Guidelines now recommend personalized monitoring and body composition assessment Three landmark 2025 guidelines validate the clinical need for objective measurement tools for weight loss management For personal use only WHO LANCET DE COMMISSION OBESITY SOCIETY + 3 Definition & Diagnostic Crit

  19. Slide 19: Attractive customer clinical proposition

    Attractive customer clinical proposition What Traditional Monitoring with the Scale Missed During 6-Month Weight Loss For personal use only Patient History 59-year-old female with Class I Obesity and CAD was monitored with SOZO ® BodyComp Analysis prior to and during initiation of GLP-1/GIP therapy

  20. Slide 20: Body Comp + Lifestyle Medicine: Growing from the existing BCRL customer base

    Body Comp + Lifestyle Medicine: Growing from the existing BCRL customer base WHY WEIGHT LOSS IS A NATURAL ADJACENCY WEIGHT MANAGEMENT EXECUTION PLAN For personal use only 80% of GLP-1 Rx originate in primary care Dedicated lean body Composition team established in FY26 ~15M + US patients currently o

  21. Slide 21: 2H FY26 Outlook

    For personal use only 2H FY26 Outlook Proprietary, do not reproduce, distribute, or excerpt without written permission from ImpediMed. ©2026 ImpediMed Limited. 20

  22. Slide 22: Outlook for 2H FY26

    Outlook for 2H FY26 • 2H FY26 is expected to see strengthening commercial momentum across its core oncology survivorship business, and newly activated Heart Health and body composition market opportunities For personal use only • Increased focused on disciplined capital management and operational ef

  23. Slide 23: ImpediMed

    For personal use only ImpediMed Proprietary, do not reproduce, distribute, or excerpt without written permission from ImpediMed. ©2026 ImpediMed Limited. 22

ImpediMed — H1 2026 Earnings Presentation on 6ix