Archtis Ltd. · ASX:AR9
Archtis — Q4 FY2026 Earnings Presentation
12 slides from Archtis's earnings presentation, Jul 31, 2026
Slide 1: Q4 FY2026 Quarterly Report
Q4 FY2026 Quarterly For personal use only Report Quarter ended 30 June 2026 ASX:AR9 | OTCQB:ARHLF www.archTIS.com
Slide 2: Addressing Shareholder Priorities
Addressing Shareholder Priorities 1 SHARE PRICE 2 GROWTH For personal use only Valuation has lagged operational progress amid small-cap The largest opportunities run on government procurement liquidity and the wait for a U.S. DoD outcome. timelines, not ours. Catalysts: a contracted DoD award and a
Slide 3: Q4 / YE FY26 Investor Highlights
Q4 / YE FY26 Investor Highlights Strengthening financial profile across growth, cost and liquidity For personal use only A$16.6M Record annual pro forma contracted sales, up 94%) -11% 74% Opex quarter-on- quarter - second Q4 / YTD gross margin consecutive 60 / 60 +40% reduction A$14.8M Test cases p
Slide 4: Financial Summary (Unaudited)
Financial Summary (Unaudited) Q4 FY25 vs Q4 FY26 — A$ millions Q4 FY26 For personal use only ARR $14.7M Revenue $3.5M (+92% PCP) Gross Margin % 74% (74% YTD) Operating Expense $5.3M (incl. $.8M one-off costs / $4.5M) Operating Cashflow ($3.8M) (Incl. $.8M one-off costs / $3.0M) www.archTIS.com 3
Slide 5: Record Sales and Transformed Customer Base
Record Sales and Transformed Customer Base FY26 contracted sales up 65% — following the Spirion acquisition over 3 quarters For personal use only Upsell / cross-sell emerged as a growth engine A$14.1M A$2.7M across 12 transactions in FY26 (19% of total sales), up from A$0.2M in FY25 and nil prior le
Slide 6: U.S. Department of Defense: NC Protect
U.S. Department of Defense: NC Protect Final production testing complete; commercial negotiations advanced For personal use only No remaining technical barriers Testing covered U.S. personnel, releasable users and ABAC data segregation scenarios, and identified no barriers to deployment in the evalu
Slide 7: Defence Momentum: Australia & Allied Environments
Defence Momentum: Australia & Allied Environments Expanding footprint across allied and coalition defence programs For personal use only Australian Department of Defence: Kojensi US/EU Military Alliance: NC Protect Deployment A$3.2M ~A$416K • Awarded subsequent to quarter end; 12-month contract • De
Slide 8: Partnerships & Recognition
Partnerships & Recognition Partner-led channels extending reach into NATO and coalition environments For personal use only Mattermost Technical Partner Agreement Australian Defence Industry Awards Signed with Mattermost, Inc., provider of secure 2026 Cyber Business of the Year command-and-control co
Slide 9: Data Security Policy Orchestration: Securing Mattermost Collaboration
Data Security Policy Orchestration Securing Mattermost Collaboration For personal use only Opens higher-value, regulated use cases ONE REUSABLE CONTROL POINT Identity and clearance decisions become part of each Policy follows the participant — not just the perimeter protected meeting. Protects acces
Slide 10: FY27 Go Forward Priorities
FY27 Go Forward Priorities For personal use only • Maximize shareholder value through disciplined capital allocation and operating “Allied defence organisations are converging efficiency on the same conclusion: Zero Trust cannot stop at the network. It has to reach the data • Convert strategic momen
Slide 11: Q&A
For personal use only Q&A Level 3, 10 National Circuit Barton ACT 2600 Australia 1300 ARCHTIS +61 2 6162 2792 +61 419 528 061 www.archtis.com @arch_tis www.archTIS.com
Slide 12: 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