Ava Risk Group Ltd. · ASX:AVA
Ava Risk — Investor Presentation (February 2026)
23 slides from Ava Risk's investor presentation, Feb 25, 2026
Slide 1: Global leader in smart security and sensing technologies – H1 FY26 Results
Global leader in smart security and sensing technologies H1 FY26 Results AVA RISK GROUP 25 February 2026
Slide 2: Agenda
AGENDA 1 INTRODUCTION 2 H1 PERFORMANCE 3 STRATEGY & OUTLOOK 2
Slide 3: Introductions
INTRODUCTIONS David Cronin
Slide 4: Global leader in risk management technologies
GLOBAL LEADER IN RISK MANAGEMENT TECHNOLOGIES Protecting high value assets and critical infrastructure globally DETECT ILLUMINATE ACCESS Fibre optic intrusion Security and intruder High security access detection systems detection equipment control technology • Access control readers • Outdoor securi
Slide 5: High quality partner and end user base
HIGH QUALITY PARTNER AND END USER BASE Strong network of OEM and distributor relationships worldwide 5
Slide 6: Strategic investment from Hale Capital driving U.S. growth
STRATEGIC INVESTMENT FROM HALE CAPITAL DRIVING U.S. GROWTH DEAL STRUCTURE & STATUS WHY HALE CAPITAL? • Binding agreement of up to $7.0m via a • Extensive experience supporting companies scaling into Convertible Loan Note and up to $5.6m via the U.S. federal, state and enterprise markets. associated
Slide 7: H1 Performance
H1 PERFORMANCE Neville Joyce
Slide 8: Challenging H1 FY26 – delays to key projects
CHALLENGING H1 FY26 – DELAYS TO KEY PROJECTS • Decrease in revenue and other income to $14.1m driven by decline in Detect segment. Delayed projects now expected to $14.1m Total revenue / income down 17% close in H2 FY26: • U.S. Corrections ($1.0m) • U.S. Government sites ($0.7m) EBITDA reduction low
Slide 9: Focus on key sectors and geographies
FOCUS ON KEY SECTORS AND GEOGRAPHIES High-value, strategically significant projects across multiple sectors • Aura Ai-X, the Company’s market leading fibre sensing technology, is supporting the sales opportunity pipeline in key industry verticals: • Transport – Rail infrastructure • Transport – Avia
Slide 10: Transport – Rail infrastructure
TRANSPORT – RAIL INFRASTRUCTURE • Three key projects currently are being managed in this sector. • Sydney Metro – Installation of Aura Ai-X to provide Corridor Intrusion Detection and Obstacle Detection for the Southwest line from Sydenham to Bankstown. This is expected to complete during 2026. • Co
Slide 11: Transport – Aviation
TRANSPORT – AVIATION • Perimeter security a growing requirement at both international and domestic airports. Aura Ai-X and its deep learning algorithm has been successfully deployed at Dubai Airport. • During H1 FY2026, additional orders received for the supply of Aura Ai-X at airports in Morocco an
Slide 12: Sovereign border protection
SOVEREIGN BORDER PROTECTION • Successful deployment of Aura Ai-X (both fence mounted and buried) to a critical eastern European border, including the replacement of some competitor technology at one part of the border. • During H1 FY2026, an additional order was fulfilled for the deployment of our t
Slide 13: Telstra progress and telecommunications
TELSTRA PROGRESS AND TELECOMMUNICATIONS • Continued focus on our collaboration with Telstra. • Ava has been invited to participate in the Telstra Together 26 Roadshow, a Telstra event that showcases Telstra’s technology to key customers in each Australian capital city. Ava is one of eight experience
Slide 14: Group financial summary
GROUP FINANCIAL SUMMARY • Revenue of $14.1m, down $3.0m on the prior $Am H1 FY26 H1 FY25 Var year driven by lower Detect revenue. The Revenue 14.1 17.1 (3.0) shortfall in Detect is driven by delayed sales Gross Profit 9.0 11.0 (2.0) order intake in H1 with a number of key orders delayed to H2. Gross
Slide 15: Revenue profile by segment and type
REVENUE PROFILE BY SEGMENT AND TYPE A$m Revenue by Segment DETECT: ACCESS: ILLUMINATE: 14.0 12.1 Revenue decline due to Revenue in line with the prior 12% revenue growth driven 12.0 delayed receipt of key year pending repeat ordering by improvement in OEM 10.0 8.9 orders from dormakaba in U.S.. dema
Slide 16: Group balance sheet
GROUP BALANCE SHEET 31 Dec 30 Jun • Movement in net assets driven by decline $A’000 Movement in cash during H1. Negative cash 2025 2025 generation is driven by lower Detect Cash and cash 2.7 5.6 (2.8) revenue. equivalents Receivables 7.5 6.8 0.7 • Slight increase in receivables due to the Inventorie
Slide 17: Group cash flow
GROUP CASH FLOW A$m • Reduction in cash due to lower EBITDA resulting from subdued Detect performance in H1. Working Capital Movement (1.2) Development / Capital Expenditure (1.5) • Unfavourable movement in working capital attributable to slight increase in receivables due Repayment of Borrowings (0
Slide 18: Strategy & Outlook
STRATEGY & OUTLOOK Neville Joyce
Slide 19: Strong growth catalysts in each segment
STRONG GROWTH CATALYSTS IN EACH SEGMENT Developing sales pipeline in key industry verticals and growing recurring revenue base DETECT Aura Ai-X: Setting the Standard in Critical Infrastructure Protection • Developing track record of performance in key segments: oil & gas, energy, aviation, transport
Slide 20: Expected improved performance in H2 FY2026
EXPECTED IMPROVED PERFORMANCE IN H2 FY2026 Building on our market verticals and geographies with sophisticated global partners • Total Pipeline with expected close dates in FY26 remains around DETECT SALES OPPORTUNITY PIPELINE (A$M) $80.0m (excludes telco sector orders) • In addition to orders carri
Slide 21: Compelling case for investment
COMPELLING CASE FOR INVESTMENT Leading technology with scalable model and organisational capability to support growth plans TRACK RECORD OF GROWTH AND STRONG COMPETITIVE ADVANTAGES RESULTS • Strong Technical Solutions, competitive position • High gross margins – circa 60% - 65% with growing investme
Slide 22: Questions
QUESTIONS Investor enquiries: alexandra.abeyratne@sodali.com
Slide 23: Forward looking statements
FORWARD LOOKING STATEMENTS This presentation is given on behalf of Ava Risk Group Limited (AVA) Information in this presentation is for general information purposes only, and is not an offer or invitation for subscription, purchase, or recommendation of securities in AVA. Certain statements in this
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