Austco Healthcare Ltd · ASX:AHC
Austco Healthcare — H1 2026 Earnings Presentation
20 slides from Austco Healthcare's earnings presentation, Feb 18, 2026
Slide 1: 2026 1H Presentation: Delivering on Strategy, Momentum and Visibility
2026 1H Presentation DELIVERING ON STRATEGY, MOMENTUM AND VISIBILITY ASX: AHC | FEBRUARY 2026 CLAYTON ASTLES CHIEF EXECUTIVE OFFICER BRENDAN MAHER CHIEF FINANCIAL OFFICER
Slide 2: 1H-26 Highlights
1H-26 HIGHLIGHTS MOMENTUM, STRUCTURAL TAILWINDS, FINANCIAL STRENGTH. MOMENTUM AND 1H-26 revenue of $48.2m (+30.7% pcp) and EBITDA of $8.3m (+60.1% pcp), LEVERAGE reflecting continued operating leverage and consistent execution. STRUCTURAL Global healthcare digitalisation projected* to grow from US$3
Slide 3: 1H-26 Scorecard
1H-26 SCORECARD DELIVERING ON STRATEGY, MOMENTUM ACROSS ALL METRICS Revenue EBITDA 30.7% $10m 60.1% EBITDA increased 60.1% to $50m Revenue increased 30.7% to $48.2m $8m $8.3m, reflecting strong $48.2m, driven by the $8.3m $40m revenue growth and contribution and successful $36.9m $6m improving opera
Slide 4: 1H-26 Operating Momentum
1H-26 OPERATING MOMENTUM PROJECT TIMING, INTEGRATION AND OPERATING LEVERAGE PROJECT M&A EXECUTION OPERATING TIMING AND INTEGRATION LEVERAGE Austco’s revenue Revenue growth reflects installation Recent acquisitions translated into timing across are integrated and stronger EBITDA regions and project c
Slide 5: Healthcare Megatrends
HEALTHCARE MEGATRENDS GLOBAL FORCES DRIVING DEMAND FOR SAFER, SMARTER CARE Ageing Demographic → 727m (2025) 1.5b aged 65+ by 2050 (3% CAGR)* Increasing demand for care. Healthcare Digitisation → US$389b (2024) US$1.9t by 2031 (26% CAGR)** Data & analytics. Regulatory Demands → US$2.8b (2023) US$8.1b
Slide 6: Austco at a Glance
AUSTCO “TRUSTED BY LEADING HOSPITALS AND AGED CARE PROVIDERS ACROSS AT A GLANCE 5 CONTINENTS.” “A GLOBAL HEALTHCARE TECHNOLOGY PARTNER” GLOBAL FOOTPRINT DEMAND-ALIGNED TRUSTED EXPERTISE STRONG FINANCIAL “International presence with SOLUTIONS “Supporting international 270 employees across 6 FOUNDATIO
Slide 7: Austco Solutions in Action
AUSTCO SOLUTIONS IN ACTION A JOURNEY OF TECHNOLOGY INNOVATION, FROM CONCEPT TO CARE DEVICES & TACERA SECURITY, CCTV, ALERTS, DATA SOFTWARE & ACCESS CONTROL NOTIFICATIONS. CLINICAL INSTALLATIONS & Patient devices, in-room MOBILE APPS, devices, real-time location INTELLIGENCE INTEGRATION components, i
Slide 8: Information Boards
INFORMATION BOARDS Display important information where staff need it. Supporting workflow visibility and real-time clinical coordination. 8
Slide 9: Enterprise Products
ENTERPRISE PRODUCTS OPERATIONAL INSIGHTS FALL DETECTION, MOVEMENT SYSTEM READINESS AI-Informed Radar or camera-based Network, Call Volume & Staffing Over time, can predict resident Servers, Unusual Call Patterns needs Device Faults, Automatic Workflow Assignment Database Storage Driving software pen
Slide 10: AI-Enabled Healthcare
AI-ENABLED HEALTHCARE EMBEDDING INTELLIGENCE ACROSS THE AUSTCO PLATFORM Intelligent Workflow Predictive Clinical Intelligence Optimisation Leveraging call data and RTLS positioning to predict patient Extending automatic workflow assignment with AI-powered needs before escalation — fall risk scoring,
Slide 11: Austco's Value Proposition
AUSTCO’S VALUE PROPOSITION ENABLING SAFER, SMARTER AND MORE EFFICIENT CARE Improve Clinical Outcomes Enhance Operational Efficiency Scalable, Integrated Platform Embedded within Supports patient Reduces manual hospital systems, safety, workflow processes, improves supporting long- visibility and rea
Slide 12: Group Financial Summary
GROUP FINANCIAL SUMMARY STRONG TOP-LINE GROWTH WITH EXPANDING MARGINS 1H-26 1H-25 Variance Revenue from customers 48,236 36,909 30.7% Gross profit increased 33.6% to $25.2 million, with gross margin Materials and Direct labour (23,066) (18,066) 27.6% improving to 52.2%, reflecting scale benefits and
Slide 13: Geographic Revenue Mix
GEOGRAPHIC REVENUE MIX DIVERSIFIED GLOBAL FOOTPRINT DRIVING BROAD-BASED GROWTH 30.7% ANZ revenue increased 57% to $26.9 million, driven primarily by contributions from recent acquisitions, including G&S Technologies and Onix*, as well as modest organic growth. As a result, ANZ ANZ represented approx
Slide 14: EBITDA Expansion – Geographical Scale
EBITDA EXPANSION – GEOGRAPHICAL SCALE OPERATING LEVERAGE EVIDENT ACROSS KEY REGIONS 60.1%* Group EBITDA rose 60% to $8.3m, with EBITDA margins improving from 14.0% in 1H-25 to 17.1% in 1H-26. Australia and New Zealand EBITDA increased 181% to $6.3 million, reflecting contributions from acquired busi
Slide 15: Unfilled Contracted Revenue
UNFILLED CONTRACTED REVENUE VISIBILITY INTO FUTURE EARNINGS Europe Asia $2.1m SMA & Software $4.8m $8.6m ANZ Equipment $16.2m $16.0m $47.2m* $47.2m* North America Installation $24.2m $22.6m Notes: *As at 16 February 2026 Definitions: SMA = Software Maintenance Agreement; ANZ = Australia & New Zealan
Slide 16: Cash Flow and Capital Allocation
CASH FLOW AND CAPITAL ALLOCATION PRUDENT CAPITAL DEPLOYMENT AND BALANCE SHEET STRENGTH OPERATING CASH FLOW FUNDING M&A $25m Operating cash flow of $9.2 million was broadly aligned with EBITDA, reflecting continued strong cash conversion and $20m disciplined working capital management. $15m Cash outf
Slide 17: M&A Scorecard
M&A SCORECARD STRENGTHENING CAPABILITY, DELIVERING INTEGRATION, DISCIPLINED PIPELINE STRENGTHENING CAPABILITY INTEGRATION AND SELECTIVE AND ACTIVE M&A AND SCALE PERFORMANCE PIPELINE Recent acquisitions* have Acquired businesses are The Group continues to expanded the Group’s regional integrated into
Slide 18: Strategy & Outlook
STRATEGY & OUTLOOK CLEAR PRIORITIES FOR SUSTAINABLE GROWTH AND SCALE Continuous Innovation Enhance Margin Profile Deepen Market Presence Ongoing investment in product and Drive operating leverage through Strengthen regional execution and platform capability to deepen deployment efficiency and scale
Slide 19: Important Information & Disclaimer
IMPORTANT INFORMATION & DISCLAIMER This presentation was prepared by Austco Healthcare Limited and was authorised for Disclaimer release by the Board of the Company. Other than to the extent required by law, neither Austco nor any of their respective affiliates, associates, shareholders, directors,
Slide 20: Contact
C O N TA C T MATTHEW PEARSON INVESTOR RELATIONS INVESTORS@AUSTCO.COM AUST: +61 432 065 797 20