Archtis Ltd. · ASX:AR9
Archtis — Q3 FY26 Earnings Presentation
13 slides from Archtis's earnings presentation, Apr 30, 2026
Slide 1: Quarterly Report Q3 FY26
For personal use only March 2026 Quarterly Report Q3 FY26 TRUSTED TO SAFEGUARD THE WORLD’S MOST SENSITIVE INFORMATION Authorised for release bywww.archTIS.com the Board of archTIS Limited
Slide 2: Disclaimer
Disclaimer No Warranties The material in this presentation has been prepared by archTIS Limited (“Company”). For personal use only This presentation may not be reproduced, redistributed or passed on, directly or indirectly, to any other person, or published, in whole or in part, for any purpose with
Slide 3: Q3 FY26 Quarterly Highlights
Q3 FY26 Quarterly Highlights U.S. DoD Project Delivered, 231% ARR Growth, Allied Defence Wins For personal use only ARR ~$15.1M up 231% PCP on Revenue of $3.5M Total Revenue up 143% U.S. DoD custom development fully 71% Gross margin delivered, production- (74% YTD) ready in DoD365 Allied Defence Win
Slide 4: Q3 FY26 Financial Overview
Q3 FY26 Financial Overview Q3 FY26 For personal use only ARR $15.1M Revenue $3.5M (+143% PCP) Gross Margin 71% (74% YTD) Operating Expense $4.9M (excl. $1M one-off costs) Operating Cashflow ($3.7M) Cash & Equivalents $8.0M *Unaudited results 4 www.archTIS.com
Slide 5: Supporting Global Scalability and Growth
Supporting Global Scalability and Growth For personal use only ›› U.S. DoD & Allied Defence ›› New Cross-Product Momentum Development, Wins & Renewals • U.S. DoD custom software development project fully delivered and • NC Protect AI integration for a global manufacturing production-ready in DoD365
Slide 6: Market Validation: Why Now Is the Right Time
Market Validation: Why Now Is the Right Time For personal use only Microsoft Just Defined the Gap • Microsoft launched ZT4AI at RSA 2026 — 700 controls, a new AI pillar, and expanded Zero Trust framework. The framework is complementary, not competitive. • Fine-grained, real-time ABAC across multi-cl
Slide 7: Horizons for Growth
3 Horizons for Growth HORIZON HORIZON HORIZON For personal use only 01 ›› 02 ›› 03 ›› Defend and Extend the Platform Solution & Data Security Policy Base Policy Orchestration Orchestration (DSPO) & — — Innovation Sell existing products in Defence Market expansion — and Regulated Industries while Our
Slide 8: Why This Matters for archTIS: Microsoft Validates Our Market
Microsoft Why Validates This Matters for archTISOur Market "Agents that are overprivileged, manipulated, or misaligned can act like double agents, working against For personal use only the very outcomes they were built to support." — Microsoft Security Blog, March 19, 2026 Microsoft Principle archTI
Slide 9: DSPO Vision and Strategy
DSPO Vision and Strategy For personal use only archTIS must provide the policy enforcement layer for Zero Trust data, turning data discovery, classification, and risk into real-time, enforceable access decisions across any platform. www.archTIS.com
Slide 10: Cross-Platform Control Plane
Cross-Platform Control Plane Position DSPO as the policy orchestration control plane that works across every platform — not just Microsoft's. For personal use only ENVIRONMENTS Microsoft 365 / AWS / Multi-AI Agent On-Premises DSPM / IAM Azure GCP Workloads DSPO — Data Security Policy Orchestration S
Slide 11: Where the Revenue Sits
Where the Revenue Sits The money is in what regulated customers need. For personal use only Cross-Platform DSPO Gov customers on Azure + AWS + on-prem classified need one policy engine across Large — recurring, sticky all. Microsoft will never build this. ABAC for AI Agent Governance / Guardrails Mi
Slide 12: 60-day Priorities
60-day Priorities For personal use only • Progress and convert U.S. DoD engagements while advancing key strategic pipeline opportunities across defense, government, and priority enterprise accounts • Drive continued cost efficiencies through operational optimisation, improved resource alignment, and
Slide 13: Q&A
For personal use only Level 3 , 10 National Circuit Q&A Barton ACT 2600 Australia 1300 ARCHTIS +61 2 6162 2792 +61 419 528 061 www.archtis.com @arch_tis www.archTIS.com