Mindwalk Holdings Corp. · NASDAQ:HYFT
Mindwalk — Q3 2026 Earnings Presentation
14 slides from Mindwalk's earnings presentation, Mar 12, 2026
Slide 1: FY 2026 Earnings Presentation
FY 2026 Earnings Presentation Presented by Dr. Jennifer Bath, CEO Date: 03.12.26 NASDAQ:HYFT | ir.mindwalkAI.com | mindwalkAI.com
Slide 2: Disclosures
Disclosures DISCLOSURES Disclaimer Forward Looking Statements This presentation is not, & nothing in it should be construed as, an offer, invitation or This presentation includes forward-looking statements (within the meaning of applicable securities laws) to provide recommendation in respect of Min
Slide 3: Q3 2026 was a milestone quarter for MindWalk
Q3 FY 2026 Earnings Presentation Intro Q3 2026 was a milestone quarter for MindWalk Consecutive First Pipeline advancements revenue growth enterprise 3 assets in contract development ©2025 MindWalk | All rights reserved Third quarter of YOY growth 3 NASDAQ:HYFT | ir.mindwalkAI.com | mindwalkAI.com
Slide 4: Third quarter consecutive YoY revenue growth
Q3 FY 2026 Earnings Presentation Third quarter FY 2026 consecutive Q3 $4.2 M YoY revenue growth FY 2025 + Revenue up 52% year-over-year + US revenue doubled Q3 $2.7 M ©2025 MindWalk | All rights reserved North America and AI-driven discovery demand is rising 4 NASDAQ:HYFT | ir.mindwalkAI.com | mindw
Slide 5: First Enterprise Contract
Q3 FY 2026 Earnings Presentation First + Largest in silico client signed a one year LensAI™ platform contract Enterprise Contract + The one year contract is structured as: - Recurring monthly revenue - Model we are scaling ©2025 MindWalk | All rights reserved 5 NASDAQ:HYFT | ir.mindwalkAI.com | mind
Slide 6: LensAI Platform Q3 updates
Q3 FY 2026 Earnings Presentation LensAI™ Platform Q3 updates + Functional adjacency + Influenza Program: capability advancement - Screening +2,000 diverse influenza sequences Identify molecules that produce the same - Spanning influenza A, influenza B, avian, and ©2025 MindWalk | All rights reserved
Slide 7: Pipeline Advancements
Q3 FY 2026 Earnings Presentation Dengue + 390M people infected annually | WHO top 10 global health threat + We identified a single conserved epitope, 1 molecular target across all 4 serotypes Pipeline GLP-1 Advancements + In a head-to-head in vitro testing, our candidate activated the GLP-1 receptor
Slide 8: Quarterly operational highlights
Q3 FY 2026 Earnings Presentation Quarterly operational highlights + US revenue doubled YoY + Ended Q3 with + Netherlands divestiture $14.2 million dollars proceeds being reinvested in cash into growth and R&D + Published peer-reviewed + Announced results on: + B cell Llama™ launch study in Biomacrom
Slide 9: Financial Update
Financial Update FY 2026 Earnings Presentation NASDAQ:HYFT | ir.mindwalkAI.com | mindwalkAI.com
Slide 10: Revenue by period
FY 2026 Earnings Presentation Revenue by period (All values in CAD, in thousands) $4.5 M $4.1 M $4.2 M $4.0 M $3.5 M $3.2 M $3.1 M $3.0 M $2.7 M $2.7 M $2.7 M $2.5 M $2.5 M $2.5 M $2.5 M $2.2 M $2.0 M $1.5 M $1.0 M $0.5 M ©2025 MindWalk | All rights reserved $0.0 M Q1 Q2 Q3 Q4 FY24 FY25 FY26 10 NASD
Slide 11: Continued YoY Revenue Growth
Q3 FY 2026 Earnings Presentation Continued YoY Revenue Growth 5,000 4,124 4,158 4,000 3,161 3,000 2,679 2,728 2,746 2,662 2,473 2,464 2,000 1,761 1,591 1,527 1,370 1,009 1,000 - (1,000) (2,000) (2,123) (2,194) (2,161) (3,000) (2,573) (2,422) (3,064) (4,000) (3,615) ©2025 MindWalk | All rights reserv
Slide 12: Cash balances
Q3 FY 2026 Earnings Presentation Cash balances + Continue to manage cash 18,000 16,636 + Capital allocation for strategic initiatives 16,000 14,198 14,000 12,000 10,000 8,000 6,000 5,024 4,000 ©2025 MindWalk | All rights reserved 4,000 2,000 - FY25 Q1 FY 26 Q1 FY 26 Q2 FY 26 Q3 12 NASDAQ:HYFT | ir.m
Slide 13: Contact
Contact: info@mindwalk.com MindWalkai.com NASDAQ:HYFT | ir.mindwalkai.com | Mindwalkai.com
Slide 14: Questions
Questions FY 2026 Earnings Presentation NASDAQ:HYFT | ir.mindwalkAI.com | mindwalkAI.com