Sensen Networks Ltd. · ASX:SNS
Sensen Networks — FY2026 Earnings Presentation
19 slides from Sensen Networks's earnings presentation, Aug 27, 2026
Slide 1: ASX Release: Investor Presentation
ASX Release 27 August 2026 Investor Presentation Melbourne, Australia – Live Awareness AI solutions provider SenSen Networks Limited (ASX:SNS) (“SenSen” or “the Company”) provides the attached Investor Presentation. This release is approved by the Board of SenSen Networks Limited. For personal use o
Slide 2: SenSen Networks FY26 results presentation
SenSen Networks Ltd. (ASX:SNS) For personal use only FY26 results presentation 27 August 2026
Slide 3: Disclaimer
Disclaimer This presentation (Presentation) has been prepared by SenSen Networks Limited (SenSen) on 27 August 2026 and is based on publicly available information. Summary information - This Presentation contains summary information about SenSen and its activities which is current only as at the dat
Slide 4: SenSen Vision: Live Situational Awareness for Cities
SenSen Vision OUR VISION For personal use only Live Situational Awareness for Cities Cities generate millions of separate signals every second. On their own they are fragments. SenDISA, our core Physical AI platform, turns those signals into understanding, and understanding into action. Safer Effici
Slide 5: 16.7% ARR growth to $11.7M and strong customer retention
16.7% ARR growth to $11.7M and strong customer retention SenSen is focused on growing its recurring revenue base For personal use only ARR¹ NRR² GRR³ $11.7M 111% 94% Strong Gross Revenue Retention due to 16.7% ARR growth due to new contracts and expansion Strong Net Revenue Retention due to addition
Slide 6: FY26 Financials highlight growth in cash receipts, gross margin and EBITDA
FY26 Financials highlight growth in cash receipts, gross margin and EBITDA REVENUE CUSTOMER CASH RECEIPTS For personal use only REVENUE ($M) CUSTOMER CASH RECEIPTS & NET $15.4 $15.4 OPERATING CASHFLOW ($M) A$15.4M $9.2 $10.8 $12.1 A$16M $8.8 $11.2 $12.4 $14.5 $16.0 ↑ 0.2% YoY ↑ 10.1% YoY FY22 FY23 F
Slide 7: FY26 Commercial highlights
FY26 Commercial highlights CORE ENFORCEMENT SCALED NEW APPLICATIONS ON THE SAME PLATFORM For personal use only North America is the growth engine Environment protection opened Five new city wins (Pittsburgh, Toronto Exhibition Place, Birmingham, EPA Victoria signed 24 August 2026, adding a sixth app
Slide 8: One platform. Six government revenue streams.
For personal use only One platform. Six government revenue streams. SenDISA SenBOS AI Review SenIQ review, adjudicate, issue Layer 1 and Layer 2 filtering dashboards, KPIs, reporting fuse · contextualise · remember · predict · reason Parking & Local Laws Asset Roads & Waste Environment Compliance Ma
Slide 9: From point solution to platform
From point solution to platform Every application after the first arrives on hardware already installed, through a contract already signed, into a back office already in use. For personal use only STAGE 1 POINT SOLUTION STAGE 2 MULTIPLE SOLUTIONS, ONE CONTRACT STAGE 3 PLATFORM PILLARS LIVE PILLARS L
Slide 10: SenSen investment proposition
SenSen investment proposition One platform, six government revenue streams, and the barriers that protect them. 70 5 ~5 yrs 17 20+ 1 For personal use only cities countries average contract length years of operation Patents pending, 2 platform, SenDISA granted THE BUSINESS THE MOAT One platform, six
Slide 11: Five Year Financial Summary
5 Year Financial Summary REVENUE ($M) GROSS PROFIT ($M) EBITDA ($M) For personal use only 14% 5-year CAGR 22% 5-year CAGR $12.5 $15.4 $15.4 $12.1 $2.0 $1.6 $12.1 $10.8 $8.8 $9.2 $7.5 ($1.7) $5.6 ($5.4) ($8.7) FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 Commentary • Str
Slide 12: Revenue seasonality
Revenue seasonality Revenue seasonality more in line with historical split For personal use only 1H / 2H REVENUE SPLIT ($M) Commentary • 2H revenue in FY26 was lower than PCP due to 15.4 15.4 several large North American contracts completed in the PCP generating $3.65M revenue, including $1.8M upfro
Slide 13: Income Statement
Income Statement Income Statement Movement Movement For personal use only $000 FY26 FY25 $ % Commentary Revenue • 10.5% increase in recurring revenue due to new Upfront hardware and implementation services 4,778 5,757 (979) (17.0%) customer contracts, 67.9% growth in customer Recurring licence, main
Slide 14: Opex increase reflects investment in scale and capability
Opex increase reflects investment in scale and capability Operating Expenses Movement Movement For personal use only Commentary $000 FY26 FY25 $ % Administration expense 853 1,058 (205) (19.4%) • Admin expenses were lower than PCP due to a reduction in insurance and travel costs. Advertising & marke
Slide 15: Cash and Debt Management
Cash and Debt Management Cash flow statement Movement Movement $000 FY26 FY25 $ % For personal use only Receipts from customers 16,003 14,540 1,463 10.1% Commentary Payments to suppliers and employees (17,734) (14,612) (3,122) (21.4%) Net interest (377) (430) 53 12.3% Cashflow: Government grants rec
Slide 16: Balance sheet
Balance sheet Balance sheet strengthened with improved net current asset position and reduced borrowings For personal use only Balance Sheet Movement Movement $000 Jun-26 Jun-25 $ % Commentary ASSETS Cash and cash equivalents 1,941 2,833 (892) (31.5%) Trade and other receivables 2,703 2,400 303 12.6
Slide 17: The growth opportunity and addressable markets
The growth opportunity and addressable markets Six pillars sitting across five independently forecast markets, every one of them growing. TAM SAM SOM TODAY For personal use only 12,000+ 2,000 1,000 70+ cities worldwide with 50,000 or cities, excluding the cities in our focus geographies: cities runn
Slide 18: Fuel retail: a national network, not a site count
Fuel retail: a national network, not a site count Consistent growth momentum, on infrastructure law enforcement already runs on AUSTRALIAN FUEL RETAIL SITES THE NETWORK BEHIND THE SITES For personal use only 3,400 5M 30% 4-year CAGR 576 bowsers protected nationally vehicle detections every month 522
Slide 19: SenSen Networks Ltd.
SenSen Networks Ltd. (ASX:SNS) For personal use only www.sensen.ai | investors@sensen.ai