Archtis Ltd. · ASX:AR9
Archtis — Investor Presentation (February 2026)
14 slides from Archtis's investor presentation, Feb 27, 2026
Slide 1: 1H26 Market Update
For personal use only 1h26 Market Update 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: 1H FY26 Financial Overview
1h FY26 Financial Overview includes one quarter Spirion KM1 For personal use only ARR $16.3M Revenue $6.1M – up 120% (Licensing 154% / Service 38%) Gross Margin $4.6m – up 124% Operating Expense $7.6M (Excl. acquisition-related costs and share based payment) CBA Debt Facility $8M (Market rate facili
Slide 4: US DoD, AUS Defence and Global Military Alliance Updates
For personal use only US DoD AUS Defence Global Military Alliance Update Update Win • All customer components delivered • TDI: POC completed. UNCLAS • NC Protect for ABAC policy and accepted and PROTECTED for international enforcement across coalition forces file sharing collaboration with Allies. •
Slide 5: Public Markets Are Repricing SaaS Around AI Readiness
Public Markets Are Repricing SaaS Around AI Readiness Following a broad SaaS multiple reset, public markets are now differentiating software businesses based on AI enablement, durability and system- level importance The AI Revolution Is Redefining High-Quality SaaS Public SaaS Valuations Have Conver
Slide 6: archTIS AI Strategy
archTIS AI Strategy Three-stage activities: For personal use only Activity One – AI Efficiencies: Make our teams faster and more productive. Activity Two – Product Innovations: Embed AI into our product offerings to make the customer experience smarter and more self-sufficient. Activity Three – AI M
Slide 7: The Problem: Uncontrolled Data Exposure in AI
Most emerging vendors focus on monitoring and detection. Very few provide preventative, policy-based control. For personal use only Uncontrolled Data Exposure No policy enforcement at inference time The Problem Compliance is retrofitted Added after deployment – too late AI without governance is AI w
Slide 8: Enabling AI at Scale through the Control Plane
Enabling AI at Scale through the Control Plane For personal use only • One policy control plane across all AI forms – enforces a single, consistent Zero Trust and ABAC policy layer across human-driven AI, MSP-delivered AI, and fully agentic AI, eliminating fragmented or model-specific security contr
Slide 9: Strategic Impact & Next Steps
Strategic Impact & Next Steps For personal use only Competitive Differentiation Growth Vectors • Preventative control vs. post-event detection • Expansion within existing customers • Data-level enforcement, not app-level • Large-scale defence programmes • Control AI actions, not just data exposure •
Slide 10: Horizons for Growth
3 Horizons for Growth HORIZON 03 ›› For personal use only HORIZON 02 ›› HORIZON Data Security Policy 01 ›› Orchestration (DSPO) Bundled Solutions & Policy Orchestration through AI & Defend and Extend Innovation — the Base Market expansion — — Our products are all built on a single Sell existing prod
Slide 11: Q&A
For personal use only Q&A Level 3 , 10 National Circuit Barton ACT 2600 Australia investor@archtis.com 1300 ARCHTIS +61 2 6162 2792 +61 419 528 061 www.archtis.com @arch_tis www.archTIS.com
Slide 12: Appendix: Statutory Financials
For personal use only Appendix Level 3 , 10 National Circuit Barton ACT 2600 Australia Statutory Financials 1300 ARCHTIS +61 2 6162 2792 +61 419 528 061 www.archtis.com @arch_tis www.archTIS.com
Slide 13: Reconciliation of Underlying Earnings
Reconciliation of Underlying Earnings 1H2026 (Period of 31 December 2025) For personal use only CONSOLIDATED STATEMENT OF PROFIT OR LOSS Dec-25 Dec-24 Reconciliation of Underlying Profit Dec-25 Dec-24 Revenue 6,085,350 2,769,834 Cost of sales (1,459,194) (708,324) Loss after income tax expense for t
Slide 14: Balance Sheet & Cashflow
Balance Sheet & Cashflow FINANCIAL POSITION Dec-25 Jun-25 CONSOLIDATED STATEMENT OF CASH FLOWS Dec-25 Dec-24 ASSETS Cash flows from operating activities Cash and cash equivalents 6,488,262 3,148,981 Receipts from customers 2,475,219 4,858,949 Trade and other receivables 1,942,995 578,439 For persona