Slide 1: Q3 FY26 Operating Update
For personal use only Q3 FY26 Operating Update Kinatico Ltd. (ASX: KYP) 16th April 2026 Michael Ivanchenko (CEO), Jason Margach (CFCDO)
Slide 2: Disclaimer
Disclaimer For personal use only This presentation has been prepared by Kinatico. Financial information included in it has not been audited. The information in this presentation is of a general nature and does not purport to be complete, nor does it contain all the information which would be require
Slide 3: Agenda
Agenda For personal use only Agendas Q3 Review Agendas Sales Update Agendas Market Context Agendas AI Update Agendas Q&A 16/04/2026 Kinatico Q3 Operating Update, Unaudited Results 3
Slide 4: Q3 Execution Amid Market Turbulence
Q3 Execution Amid Market Turbulence The SaaS Rout Why Kinatico is Different For personal use only • Global software sector: -25% in Q1 2026 Goldman, Bain, Gartner: Compliance excluded • "SaaSpocalypse": AI fears peaked Feb-March Regulatory-driven: Non-discretionary • ASX Tech: -19% YTD Counter-cycli
Slide 5: Three Years of Consistent Execution
SaaS 61% of Revenue Three Years of Consistent Execution For personal use only Multi-Period Q3 Comparison Consolidated SaaS % of Total Annual SaaS SaaS Revenue EBITDA Revenue Revenue Run-rate 5% 27% 11pp 27% 30% Increase from Increase from Increase from Increase from Increase from Q3 FY25 Q3 FY25 Q3
Slide 6: Sales Pipeline: Building Momentum to H2 calendar year
Sales Pipeline Building Momentum to H2 calendar year Pipeline Growing For personal use only • Market Validation with platform acceptance QoQ Momentum beyond screening • Kinatico Compliance gaining traction across Pipeline Growth new sectors • Enterprise and mid-market segments pipeline Q1 -> Q2 -> Q
Slide 7: Market Tailwinds
Market Tailwinds Demand Driving Compliance Adoption Across All Sectors For personal use only New Regulation Economic Uncertainty AML/CTF Regulatory Expansion Workforce Diversification ~80,000 newly regulated entities from 1 July ‘26 ( Tranche 2) Businesses navigating economic uncertainty are diversi
Slide 8: Navigating Global Macro Challenges
Navigating Global Macro Challenges The Macro Reality For personal use only Hiring market, pre-employment transactional review Enterprise buying demand increasing while decisions delayed: • Lead indicators point to a hiring downturn • CFO approval needed: 79% (was 45%) • Possible short-term affect on
Slide 9: Navigating Global Macro Challenges: Why We're Confident
Navigating Global Macro Challenges Why We’re Confident For personal use only 2026 Regulatory Tsunami Pipeline Quality July 1, 2026, Fixed Deadlines • Larger strategic deals • Multi-sector engagement • AML/CTF Tranche 2: 80,000 newly regulated entities — Largest AML expansion in 20 years. Fully autom
Slide 10: Extending Our AI-Native Advantage: Credential Recognition LLM
Extending Our AI-Native Advantage. For personal use only Customer Impact: Credential Recognition LLM • Manual entry: Hours → Seconds • Legacy credentials: Finally automated Recognises and processes ANY credential: • Scales without admin headcount growth • Unlocks: Why competitors can't replicate: •
Slide 11: Extending Our AI-Native Advantage: Virtual Verification Officers
Extending Our AI-Native Advantage. For personal use only Virtual Verification Officers Learn and perform back to source Margin Impact: verification activities • Efficiency gains visible in EBITDA expansion Human Oversight- Manage, control, Competitive Moat: approve Verification domain expertise + Ac
Slide 12: Disciplined Growth Through Global Uncertainty
For personal use only Disciplined Growth Through Global Uncertainty Expand KC + marketing pace Protect margins Cash accretive Position for FY27 Executing with discipline. Questions... 16/04/2026 Kinatico Q3 Operating Update, Unaudited Results 12
Slide 13: Thank you
For personal use only Thank you 16/04/2026 Kinatico Q3 Operating Update, Unaudited Results 13