Xenitra Limited · ASX:XEN
Xenitra — Investor Presentation (July 2026)
17 slides from Xenitra's investor presentation, July 2026
Slide 1: Investor Presentation
Investor Presentation July 2026
Slide 2: Disclaimer
Disclaimer The information contained in this presentation has been prepared by Xenitra Limited ACN 150 110 017 (Company). This presentation contains summary information about the current activities of the Company and its subsidiaries as at the date of this presentation. The information in this pres
Slide 3: Growing the world's best brands in Asia
Growing the world’s best brands in Asia with authentic products and scaling with loyal customers ASX : XEN
Slide 4: Business turnaround delivered. New high-margin growth engines now live
Business turnaround delivered. New high-margin growth engines now live! ASX : XEN
Slide 5: Turnaround quarter: cash generation, margin expansion and scalable high-margin growth
XENITRA QUARTERLY OUTCOMES Turnaround quarter: cash generation, margin expansion and scalable high-margin growth A stronger, leaner platform for sustained profitable growth A$800k Commercial Validation in all three strategic pillars A$12m OTC medicines agreement positive operating cash flow High-mar
Slide 6: Nutritionals, OTC Medicine, RWA Tokenisation
Nutritionals OTC Medicine RWA Tokenisation Summary Summary Summary The evolution of the historical daigou New channel that is opening due to Blockchain enabled closed sales based selling model that has evolved regulatory relaxation in China, driven by ecosystem leveraging existing online and across
Slide 7: Nutritionals
Nutritionals Business restored with a leaner operating base ASX : XEN
Slide 8: Solid baseline of revenues
FY 2026 Solid baseline of revenues Business restructuring $20m+ Nutritionals drove the Q3 A stronger focus on larger lift across B2B wholesale, B2B customers feeding B2C means the contribution retail distribution, and channels and a refocused, margins for the business FY26 major e-commerce leaner op
Slide 9: $30m Danone partnership with Rockcheck Group: Deal at a Glance
MARCH 2026 STRATEGIC PARTNERSHIP ANNOUNCEMENT $30m Danone partnership with multi- Deal at a Glance billion dollar Rockcheck Group. $30m AUD revenue target Two agreements formalise and significantly expand Xenitra's most important B2B relationship. 140m RMB equivalent 1 Danone Product Sales Agreement
Slide 10: Cross Border OTC Medicine
Cross Border OTC Medicine The next big thing ASX : XEN
Slide 11: OTC medicines channel now operational
MAY 2026 Fukang Trading Acquisition OTC medicines channel now operational Hong Kong Fukang Trading Co. acquired for ~A$100,000 enabling a fast start into the ecommerce channel with established sales, warehousing and team members experienced in cross border OTC Medicine Sales in Greater China. A sign
Slide 12: $12m offtake agreement with Kangsheng Pharmaceuticals Hong Kong Group
JULY 2026 STRATEGIC PARTNERSHIP ANNOUNCEMENT $12m offtake agreement with Kangsheng Deal at a Glance Pharmaceuticals Hong Kong Group. Delivers revenue visibility and accelerates Xenitra’s expansion into China’s pharmaceutical market with exposure to the fast-growing B2C Online and O2O segments drivin
Slide 13: RWA-Tokenisation
RWA-Tokenisation Launched, validated, and now in the market ASX : XEN
Slide 14: OPAL Token Ecosystem
OPAL Token Ecosystem Product PROCUREMENT REVENUE MODEL tokenisation Contracted offtake secured directly from brand owner by XEN under agreed supply terms. Tokenised products sold by XEN at high margin, generating the capital base for the reserve. XEN distributes and tokenises products (e.g. EZZ) Tok
Slide 15: OPAL Token Ecosystem: rapid traction
OPAL Token Ecosystem Q4 FY2026 OPAL Token gaining rapid traction in less than one quarter OPAL Token and XEN Shop Web 3.0 Launch (April 2026) >$1.5m in product sales >500 distribution partners onboarded • EZZ Life Sciences first brand integrated — $10m, 4-year global distribution partnership • Biomi
Slide 16: Experienced Board and Senior Management
Experienced Board and Senior Management Ms Zhao (Tracy) Zhang Dr Anthony Noble Head of China Chairman of the Board of Directors Bachelor of Information Technology and Master of Doctor of Philosophy, Master of Business Administration Accounting Anthony has extensive Board and management experience, T
Slide 17: Key Takeaways
Key Takeaways • Strongest established channel to market in China of any Australian listed entity with more than $70m+ in sales since 2024. • Company streamlined with significant cost savings (over $1m) translating to a transformational quarterly result, the second cashflow positive quarter in FY26!