Slide 1: Final Results FY25
Final Results FY25 Year ended 30th June 2025 23 September 2025
Slide 2: Our operating business units
Design and supply of advanced sensor solutions for Development and supply of smart, connected tyre accurate non-contact measurement of torque, force, inspection and data collection tools for the truck & bus pressure & temperature market An enabling technology to improve control, efficiency and Used
Slide 3: FY25 - Overview
Financial Highlights – trading in-line, investing for the future • Revenue up 33%, PBT up 12% • Operating cash conversion 145% of PBT (FY24: 124%) • Closing net cash of £1.14m (FY24: £1.28m) SAWsense – demonstrable traction, scale-up underway • Revenue up 149% to £1.12m (FY24: £0.45m) • Deepening re
Slide 4: Financial Summary
FINANCIAL SUMMARY UN LL transense technologies plc
Slide 5: Income Statement
FY25 FY24 Income Statement Highlights £m £m Revenue 5.55 4.18 Revenues increase by 33% Gross Profit 4.99 3.66 GP % 89.9% 87.6% Increased GP Operating expenses (3.17) (2.03) Opex investment in head count AEBITDA 1.82 1.63 AEBITDA up by 19% AEBITDA % 32.8% 39.0% Depreciation (0.24) (0.15) Amortisation
Slide 6: Revenue analysis
REVENUES BY DESTINATION Total Revenues H1 v H2 £3,500 iTrack North America Latin America Europe RoW UK £3,000 £2,500 16% £2,000 £1,500 5% £1,000 12% 58% £500 3% 6% £0 FY21 FY22 FY23 FY24 FY25 Revenues H1 Revenues H2 ….truly global business, limited UK market exposure…… ….revenue sustaining momentum
Slide 7: Segmental Analysis
FY25 FY24 Segmental Changes £m £m Revenue £5.55 £4.18 33% SAWsense £1.12 £0.45 149% Translogik £1.32 £1.12 18% Bridgestone iTrack £3.11 £2.61 19% EBT £1.41 £1.26 12% SAWsense (£0.46) (£0.71) 35% Translogik £0.37 £0.34 9% Bridgestone iTrack £3.07 £2.57 19% Central overheads (£1.57) (£0.94) (67%) ….hi
Slide 8: PBT bridge analysis
Transense – PBT bridge FY24-FY25 (£m) Increase Decrease Total 2.5 0.5 2 0.62 0.22 1.5 -0.36 -0.19 1.41 1.26 -0.65 1 0.5 0 FY24 actual SAWsense margin SAWsense costs Translogik margin Translogik costs Bridgestone iTrack Central costs FY25 actual ….volumes and margins up……investment in people to deliv
Slide 9: Cash Flow
FY25 FY24 Cash Flow statement Statement £m £m EBT 1.41 1.26 Adjustment for non-cash items 0.55 0.40 Working capital movement 0.09 (0.10) Operating cash Flow 2.05 1.56 Capex (2.09) (0.88) Cash flow before financing (0.04) 0.68 Share buyback - (0.32) Other (0.10) (0.06) Net cash (outflow)/inflow (0.14
Slide 10: Financial Position
FY25 FY24 Balance Sheet Highlights £m £m Fixed Assets 3.67 1.92 Increased investment Tangibles 1.55 0.89 Intangibles 2.12 1.03 Working capital 1.21 1.30 Inventories 0.38 0.39 Receivables 1.64 1.40 Payables (0.81) (0.49) Cash 1.14 1.28 Cash relatively unchanged Lease liabilities (0.37) (0.40) Deferre
Slide 11: Bridgestone iTrack royalty income
>£10m collected FY21- Example income FY25 at CAGR >30% estimates of £10-13m in FY26 – FY30 at CAGR in Growth of 19% in FY25 volume of 10-18% * Over fivefold increase in installations since 2020 Unit rate reduced to 60% post June 2025 and 40% post June 2027 through to expiry in June 2030 Illustration
Slide 12: SAWsense
TMM fransense
Slide 13: SAWsense – Introduction/Recap
• Surface Acoustic Wave (SAW), a patented sensor technology used in performance and safety critical applications • A novel sensing principle that is proven to deliver levels of performance not possible with conventional sensors • The business model has adapted to make SAW more accessible to new cust
Slide 14: Opportunities - Torque Sensor Market Size & Forecast
2024 Market Size: USD $ 9.6 billion [1] 2030 Forecast: USD £ 18.4 billion [1] CAGR: 7.49% (2025–2033) References [1] [1] Torque Sensor Market Size, Share, Trends, Analysis 2025-2033 14. Opportunities - Torque Sensor Market Size & Forecast Copyright and Confidential 2025
Slide 15: Opportunities - Torque Sensor Market Drivers
Robotics & Industrial Automation Rapidly growing traction in the Robotics market with global technology leaders, early stage but fast-moving projects with significant revenue potential Aerospace & Defence Increased engagement with GE Aerospace. Strong presence in the Aerospace market with several le
Slide 16: SAWsense Revenue Analyses
SAWsense revenue analysis SAWsense revenue by sector (£000's) (£000's) 500 500 450 450 400 400 350 350 300 300 250 250 200 200 150 150 100 100 50 50 0 Production Components NRE Grant Royalty 0 Aerospace Motorsport eDrive Robotics FY24 FY25 FY24 FY25 ….first sale of components under new model…key ena
Slide 17: SAWsense - Scale-Up Activity
Pipeline Depth and breadth of engagement with customers and markets Parts Availability of dedicated components at right scale, quality and cost Processes Appropriate industrial production techniques and equipment People Engineering and production team with required skills and experience 17. SAWsense
Slide 18: Pipeline – Customer engagement (redacted)
Pre-Contract ← --------------- On Contract --------------- → Under Discussion Feasibility Prototype Development Pre-production Production Aerospace US Tier 1 EU Engine OEM 1 Airbus LANDOne GE HEAT GE T901 EU Engine OEM 2 EU Aircraft OEM 1 GE/CFM RISE EU Engine OEM 3 EU Tier 1 EU Engine OEM 4 EU Airc
Slide 19: Parts – Example Shaft Torque Measurement System
Torque & Temperature Sensing Element (AQP) RF Stationary Coupler Attached to engine / transmission 1.3mm RF Rotary Coupler Reader Electronics Engine Output/Transmission Input Shaft C. 30mm diameter 2,000Nm, 12k rpm, max temp 150degC ASIC DSP 19. Parts – Example Shaft Torque Measurement System Copyri
Slide 20: Processes - pilot AQP Installation Line
RF Coupler Wire bond Incoming shaft Auto- AQP die bond assembly & AQP to RF preparation Calibration Rig installation Coupler Ordered Delivery October 25 Commissioning December 25 October 25 20. Processes - pilot AQP Installation Line Copyright and Confidential 2025
Slide 21: Translogik
‘@etranslogik
Slide 22: Translogik Introduction/Recap
• Market leading smart connected tyre inspection and management tools • Reducing operating costs and improving road safety Cloud Data Local App Management Bluetooth Data Transfer 22. Translogik Introduction/Recap Copyright and Confidential 2024
Slide 23: Translogik Growth Plan
1. Build with existing tyre industry customers, expand sales within their global organisations 2. Expand and establish new partnerships with tyre and fleet management software developers 3. Develop new direct sales to service centres and fleet operators with bundled solutions 4. Build upon new distr
Slide 24: Translogik - FY25 – a platform for further growth
• Overall revenue up 18% - >50% pro-forma excluding largest account in FY24 on “pause” Translogik revenue by type (£000's) 700 • Global tyre majors – revenue up 3% despite 600 challenging market conditions 500 400 • Service centres and fleet operators – uptake slow 300 in FY25 but key platform for g
Slide 25: Current Trading & Outlook
Current trading: Revenues from operating businesses up 23% on prior year iTrack down 30% reflecting unit rate reduction offset by volume increase SAWsense order book doubled to £0.47m (excluding grant income) since 1 July 2025 Translogik enters year with £0.25m order book from subscription August ne
Slide 26: Q&A
Website: https://www.transense.com YouTube: https://www.youtube.com/@transense Q&A Copyright and Confidential 2023
Slide 27: Appendices
APPENDICES Minny transen
Slide 28: Aerospace Torque Sensor Market
Key Torque Sensor Applications in Aerospace: 1. Propulsion Systems & Rotorcraft Drivetrains • Measuring torque in jet engines, turboprops, helicopter main and tail rotor shafts and electric propulsion units. 2025 Market Size: 2033 Forecast: CAGR: • Optimizes engine performance, fuel efficiency, and
Slide 29: Torque Sensor Market in Automotive
Key Torque Sensor Applications in Automotive: 1. Electric Power Steering (EPS) • Replaces hydraulic systems with torque-based electronic control 2024 Market Size: 2030 Forecast: CAGR: USD $ 3.2 to 3.5 billion Projected to exceed 7 to 8% (2025–2033) • Enhances fuel efficiency and enables ADAS integra
Slide 30: Torque Sensor Market in Robotics (excl Humanoid)
Growth Drivers • Increased automation in manufacturing and logistics. • Rising adoption of collaborative robots (cobots) that require precise force and torque feedback. 2023 Market Size: 2030 Forecast: CAGR: USD $ 350 million [1] USD $ 750 million [1] 8.5% [1] (2025–2033) • Demand for high-precision
Slide 31: Motorsport Torque Sensor Market
Growth Drivers: • Performance optimization: Teams use torque sensors to fine- tune power delivery, suspension, and drivetrain behaviour. • Electric motorsport (e.g., Formula E, IMSA GTP): Requires 2025 Market Size: 2030 Forecast: CAGR: precise torque feedback for energy efficiency and control. USD $
Slide 32: Disclaimer
Disclaimer The information contained in this document (“Presentation”) and the presentation made to you verbally has been prepared by Transense Technologies Plc (the “Company”). Transense Technologies Plc is a UK incorporated company quoted on AIM, a market operated by London Stock Exchange plc. Thi