Xenitra Limited · ASX:XEN
Xenitra — Investor Presentation (November 2026)
24 slides from Xenitra's investor presentation, Nov 6, 2026
Slide 1: Investor Presentation November 2026
rsonal use only Investor Presentation November 2026
Slide 2: Bringing world leading medicines and Web3 commerce to Asia's doorstep
rsonal use only Bringing world leading medicines and Web3 commerce to Asia’s doorstep ASX : XEN
Slide 3: Pharmaceuticals and Web3 Architecture
Pharmaceuticals Web3 Architecture International medicines and healthcare Real World Assets tied to a smart contract rsonal use only products distributed to consumers in China framework for digitally engaged customers • OTC and prescription medicines • Exclusive brand distribution platform • Global p
Slide 4: Pharmaceuticals
rsonal use only 01 Pharmaceuticals International medicines and healthcare products distributed to consumers in China Xenitra’s JD retail store
Slide 5: Pharmaceutical and Health Products Focus
Pharmaceutical and Health Products Focus The opportunity leverages distribution infrastructure + trusted brands + digital demand rsonal use only ACCESS 01 Hong Kong wholesale licenses for both OTC-Medicines and Prescription Pharmaceuticals, acquired operating assets, and established digital storefro
Slide 6: What the acquisition added
What the acquisition add ed LICENCES ACROSS OTC AND PRESCRIPTION MEDICINES rsonal use only Hong Kong pharmaceutical wholesale licenses, over-the-counter (OTC) pharmaceutical licenses (Fukang) and prescription pharmaceutical licenses (ShengDi, a wholly owned subsidiary of Fukang). ANNOUNCED ACQUISITI
Slide 7: China Pharmaceuticals Online OTC sales outgrow offline retail
China Pharmaceuticals Online OTC sales outgrow offline retail Market Summary rsonal use only 2025 PHARMACEUTICAL SALES 2025 OTC sales growth (%) A$ 400 bn Offline retail -6.2% (RMB 1,900bn) The world’s second largest market Online B2C +10.1% A$125bn -10% -5% 0% 5% 10% 15% (RMB 590bn) Retail pharmaci
Slide 8: China Pharmaceuticals Uniquely Positioned to Unlock Value
China P harmaceuticals Uniquely Positioned to Unlock Value Growth Online in the world’s second largest pharmaceutical market TOTAL MARKET OTHER rsonal use only VALUE CHAIN IMPORTERS A$ 400 bn + Pharmaceuticals Import Import 2025 estimate From leading Big Pharma international brands Digital pharmacy
Slide 9: Food for Special Medical Purposes (FSMP)
CHINA FSMP MARKET, 2024 F ood for S pecial M edical P urposes (FSMP) fast -growing , narrower , compliant opportunity A$4.9bn (RMB 23bn) – up from A$1.5bn (RMB rsonal use only How this segment tightly fits for Xenitra 7bn) in 2020; >25% annualised growth. • Build on existing China e-commerce, brand
Slide 10: Established pharmaceutical operations
Established pharmaceutical operations Driving value and high margin sales at three levels in the value chain uniquely positions Xenitra in all major drug categories with strong partnerships rsonal use only Three routes International Hong Kong Mainland China Sourcing Operating Hub Distribution to cus
Slide 11: Total pharmaceutical sales: two initial offtake contracts in place
TOTAL PHARMACEUTICAL SALES Two initial offtake contracts in place A$1.434m (RMB 6.720m) rsonal use only Sales to date KangSheng Joy Charm Reported 30 Oct 2026 A$12m A$5m (RMB 56.25m equivalent) (RMB 23.44m equivalent) Three-year pharmaceutical Three-year Food for Special A$1.290m procurement agreeme
Slide 12: Key Partnership: JD Health
Key Partnership Xenitra’s channel progress JD Health China’s largest online healthcare platform rsonal use only JD RETAIL STORE JD Health revenue 12.41 (58.16) 15.67 (73.44) JD’s Strategic priorities A$144k Global supply partnerships (RMB 674k) More pharmaceutical and medical nutrition Reported sale
Slide 13: Launch quarter sales
LAUNCH QUARTER SALES Pharmaceuticals division fully established and selling 5 A$ 900k First quarter of operations post rsonal use only acquisition showing strong growth Wholesale license approved 1 OFFTAKE AGREEMENTS OTC retail license and operating company acquired 2 OTC wholesale license acquired
Slide 14: Why Xenitra can win
Why Xenitra can win Significant Competitive Advantages in the market rsonal use only WHAT TURNS THIS STRONG POSITIONING LICENCE + PEOPLE INTO MARKET SHARE? Specialist operating knowledge and regulatory capability within the Xenitra • More approved SKUs with stable group overcomes significant barrier
Slide 15: Web3 Commerce
rsonal use only 02 Web3 Commerce Real World Assets tied to a smart contract framework for digitally engaged customers Xenitra’s Web 3 XenShop
Slide 16: Web3 Commerce is the future of eCommerce
Web3 Commerce is the future of eCommerce End-to-end blockchain-enabled commerce and payments rsonal use only WEB1 WEB2 WEB3 READ INTERACT OWN & TRANSACT Browse information Shop, communicate and earn Hold digital tokens in a wallet, use them for published on websites platform-managed rewards authenti
Slide 17: Web Infrastructure combined with RWA
Web 3 Infrastructure combined with RWA Xenitra has created a highly scalable, fractionalized and globally accessible business rsonal use only Payments Products Scope of Real -World Assets (RWA) Consumer Products Services, Travel etc. Exchange Ecosystem Authentication Gold and commodities Real Estate
Slide 18: Web3 Infrastructure and Distribution Network sales progress
Web3 Infrastructure Distribution Web3 Business Fully Operational Network Sales Progress rsonal use only ✓ OPAL tokens minted 780 A$2m ✓ XenShop developed, Total participants Reported total: 1,481,944 USDT piloted and live Total Web3 sales 1 April–24 October 2026 ✓ Team and distribution partner train
Slide 19: Business model of Web-3 RWA Sales
Business model of Web -3 RWA Sales Typical Distribution Partner Transaction Breakdown rsonal use only $5000 USD RWA Package Example of the Token Value Chain Example the Cash or Stablecoin Value Chain $5000 Value of Products Distributor 100,000 For sale through the value chain Cost of Goods Sold $100
Slide 20: Where Xenitra Operates in Web3 Commerce
Where Xenitra Operates in Web3 Commerce Physical product sales connected with an ongoing digital customer relationship rsonal use only PRODUCT DISTRIBUTION RWA Partners Xenitra Distributors & Asian (Brands, Asset owners, piloted with EZZ Life Sciences · Biomiq) Exclusive Distribution E-commerce Chan
Slide 21: Nutritionals: Cornerstone of business to date
Nutritionals Cornerstone of business to date rsonal use only Core Operations remain in Nutritionals division 3,4 REVENUE BASE The China cross border infant nutrition and formula business was the core operational unit retained, throughout the prior three years. The segment is large, mature and with w
Slide 22: Xenitra Team and Infrastructure
Xenitra Team and Infrastructure rsonal use only Tracy Zhang Dr Anthony Noble Carl Hagon Zoran Grujic Alex Li Head of China Non-Executive Chairman Non-Executive Director Non-Executive Director Non-Executive Director OPERATING INFRASTRUCTURE Expert and Trained Team Developed for the Future >50 Highly
Slide 23: Investment Thesis
Investment Thesis 01 World’s Largest Consumer 02 Pharmaceutical and Health Market Products exposure rsonal use only Operating with unique access and capability in Comprehensive license and distribution growing segments of a growing multi-hundred- infrastructure for pharmaceuticals in China billion-d
Slide 24: 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 prese