Slide 1: Beonic Investor Presentation August 2026
BEONIC · INVESTOR PRESENTATION· AUGUST 2026 Beonic tracks and analyses how people engage with retail venues, including stores, malls and airports increasing profits for the people who run them.
Slide 2: Meet the Presenters
MEET THE PRESENTERS The people behind the transformation, presenting today. OPENING REMARKS RESULTS & STRATEGY PLATFORM & VISION Michael McConnell Billy Tucker Marc Thompson MM BT MT Chief Product & Technology Chair Chief Executive Officer Officer Joined Board 2024 Joined 2023 Joined 2025 Global inv
Slide 3: Chairman's Opening Remarks: Three years of transformation, delivered
CHAIRMAN’S OPENING REMARKS Three years of transformation, delivered. Now set up to scale. Rebrand to Legacy lender Beonic: replaced, Chief Product & Replatform clearer value covenants Tech Officer VP Customer complete: proposition lifted joins Success joins one spatial stack Oct 23 Jan 24 Feb 25 Dec
Slide 4: FY26 at a Glance
FY26 AT A GLANCE Once unhealthy, loss-making business, now profitable and ready to scale. A$4.00m 17.2% 78.4% A$0.6m FY26 EBITDA FY26 EBITDA margin FY26 gross margin Operating cash inflow From a A$4.9m loss in Up 532bps on FY25 From 56.0% in FY23 A A$1.4m turnaround on FY24: an A$8.9m FY25 improveme
Slide 5: The turnaround is in the results
FY23 TO FY27 The turnaround is in the results. FY23 · Skyfii FY25 FY26 · Beonic FY27 target Revenue A$23.5m A$22.0m A$23.2m A$25.3m EBITDA (A$1.7m) A$2.6m A$4.0m A$4.8m EBITDA margin (7.2%) 11.9% 17.2% 19.0% Gross margin 56.0% 77.3% 78.4% 79.8% Exit ARR A$17.0m A$17.1m A$17.3m ~A$20.0m Borrowings Co
Slide 6: Retail is a very large and highly fragmented market
THE MARKET Retail is a very large and highly fragmented market. Physical retail, malls and airports are among the largest commercial arenas in the world, and among the least data driven. Most venues still cannot answer basic questions such as earnings per visitor/minute, /SQM or rate of abandonment.
Slide 7: What Beonic Does
WHAT BEONIC DOES We turn how people move through a venue into decisions that make visitor journeys more profitable. Sensors already in the venue One unified platform Decisions the operator makes WiFi · people counters · LiDAR · Movement, dwell and flow, Staffing, layout, leasing, CCTV · Thermal meas
Slide 8: The Platform
THE PLATFORM We are the intelligence layer above every sensor, focused on sensor unification with own AI layer. WiFi People counting LiDAR Cameras & Vision PFMS ONE UNIFIED, SENSOR-AGNOSTIC PLATFORM Low barrier in High barrier out Easy to start with a single venue. No rip and replace, Very hard to r
Slide 9: Beonic Vision
BEONIC VISION We rebuilt the Beonic platform. Vision is the first new product, it’s live and growing fast. Launched 2026 Denver · Best & Less A$6.7m+ Already shipped to customers Live proof points Qualified pipeline Built on fifteen years of computer vision Airport and retail, in production today, 6
Slide 10: Airports Are Retail
AIRPORTS ARE RETAIL Airport’s are commercially attractive malls, 40% of airport revenue is non-aeronautical, pressure to grow 1% → 1.3% 3.3x +23% Dwell converts to sales Airport vs mall yield Changi retail revenue Better than one for one Tenant sales per square foot Linked to AI commercial managemen
Slide 11: A rebuilt team, delivering and scaling market-leading solutions
THE TEAM A rebuilt team, delivering and scaling market-leading solutions of the Beonic team of the people exited senior role being 48% joined since November 2023 50 pre-dated the transformation 1 recruited currently The new leadership team Recruiting now Billy Tucker CEO · strategic and leadership t
Slide 12: We reallocated the cost base and rebuilt the balance sheet
COST & CAPITAL We reallocated the cost base and rebuilt the balance sheet. The cost base, reallocated The balance sheet, rebuilt • A$5.9m of borrowings repaid in FY26, and the 23% to ~50% USD$3.1m legacy facility retired in full • FY26 entitlement issue of A$3.0m, fully R&D share of labour spend. A
Slide 13: FY27 Guidance: From remediation to conversion
FY27 GUIDANCE From remediation to conversion. ~A$20.0m A$25.3m ~19% Exit ARR Revenue EBITDA margin How we get from A$17.3m to the range Morocco +A$0.4m to full contribution. Two sites already in build. Beonic Vision A$6.7m qualified pipeline, generally available, live at Denver and Best & Less. Airp
Slide 14: The Arc: Thank you. Questions.
THE ARC Three years ago we started a transformation. It shows up in the accounts now. A loss-making company became a record-profit company on the same revenue, We proved it with the debt retired and cash flow positive. New leadership, one unified platform, half the company new, and R&D from We rebui
Slide 15: Forward-looking statements
Beonic Limited · ASX: BEO · Forward-looking statements; actual results may differ.
Slide 16: The turnaround is in the results
THE TURNAROUND IS IN THE RESULTS Compounding margins, with FY27 guided higher again. EBITDA FY24 FY25 FY26 FY27 TARGET · GUIDANCE (A$4.9m) A$2.6m A$4.00m A$4.8m Loss year 11.9% margin 17.2% margin ~19% margin GROSS MARGIN Best-in-class SaaS band is 75–80%. 56.0% 68.5% 77.3% 78.4% 79.8% FY23 FY24 FY2