Pharmx Technologies Limited · ASX:PHX
Pharmx Technologies — Investor Presentation (February 2026)
20 slides from Pharmx Technologies's investor presentation, Feb 25, 2026
Slide 1: H1 FY26 Results Investor Presentation
H1 FY26 Results Investor Presentation PHARMX TECHNOLOGIES LIMITED (ASX:PHX) February 2026 Subscribe to investor updates
Slide 2: Notice & disclaimer
Notice & disclaimer This presentation has been prepared by Pharmx Technologies Limited (Pharmx or the Although the Company believes that the expectations reflected in the forward-looking Company or PHX). It should not be considered as an offer or invitation to subscribe for, statements included in t
Slide 3: Corporate snapshot
Corporate snapshot ASX Code PHX Market Cap $83.9m Share Price $0.14 (+56%) Shares on Issue 599.5m Tom Culver, CEO Zoe Hillier, CFO Cash at bank $3.2m All figures correct as at COB 18 February 2026
Slide 4: Pharmx today
today A fully integrated and highly efficient pharmacy technology provider with unrivalled reach, capability and opportunity for revenue growth and scale. ANZ’s most reliable, integrated ordering ANZ's largest pharmacy network offering mission A provider of an increasing range of customer network, u
Slide 5: Financial update
H1 FY26 HIGHLIGHTS Financial update H1 FY26 H1 FY26 H1 FY26 H1 FY26 3% 5% 24% 54% Total Revenue Gateway Revenue Marketplace Revenue New Zealand Revenue $3.9m, 3% above pcp Gateway revenue increase Marketplace commission revenue NZ revenue increase compared to compared to H1 FY25 increase compared to
Slide 6: Strategic Update
H1 FY26 HIGHLIGHTS Strategic Update Marketplace Launch (Nov ‘25): International Expansion Continued Pharmacy Portal Adoption (Jul ‘25) 875 December delivered record strong growth in New Zealand, key pharmacies live on Pharmacy Portal at Marketplace GTV, up 68% vs prior focus under Sigma Strategic Al
Slide 7: Sigma Strategic Alliance
STRATEGIC ALLIANCE OVERVIEW Sigma Strategic Alliance Established a multi-year strategic partnership with Sigma | Chemist Warehouse, positioning Pharmx as a key technology and growth partner, whilst re-enforcing Pharmx’s strategy and our role as the leading independent, whole-of-market platform under
Slide 8: Platform metrics
H1 FY26 HIGHLIGHTS Platform metrics V O L U M E I N S IG HTS A D O P T IO N I N S I GH TS 17% 21% 8% 99% Monthly Active Users Total GTV Volume based ARR Total Suppliers (H1 FY26 YTD) Dec 25 v H1 FY25 average (Marketplace) 13 % v H2 FY25 20 % FY25, 16% FY24 14 % v pcp 134% 10% 4% 33% Number of Orders
Slide 9: Platform Insights
FY26 PLATFORM HIGHLIGHTS Platform Insights Metabolic Mainstream Volume Resilience Beauty Mix Evolution GLP-1 therapies have transitioned from Growth across core prescription and Beauty growth is being driven by high-growth segment to core revenue OTC categories reflects underlying premium dermatolog
Slide 10: Profit & loss H1 FY26
Profit & loss H1 FY26 Strategic initiatives delivered, EBITDA remains positive $’000 H1 FY26 H1 FY25 Change Var % • Revenue growth of 3% achieved despite intentional pause to onboarding until new Marketplace was launched. Revenue 3,890 3,773 117 3% • Cost increases related to growth initiatives and
Slide 11: Cashflow H1 FY26
Cashflow H1 FY26 Positive operating cashflow $’000 H1 FY26 H1 FY25 Change Var % • Positive underlying operating cashflow delivered despite Receipts from customers 3,969 4,192 (223) (5)% strategic investment made during the half. Statutory operating cashflow 233 (8,908) 9,141 (103)% • Net R&D incenti
Slide 12: H1 FY26 Summary
PHARMX OVERVIEW H1 FY26 Summary • Strategic Partnership: Appointed preferred EDI and H1 FY26 H1 FY26 H1 FY26 growth partner to Sigma | Chemist Warehouse • Marketplace Live: Pharmx Marketplace launched Nov 2025 54% 24% 5% • Record Performance: December delivered record New Zealand Revenue Marketplace
Slide 13: Q&A
Q&A
Slide 14: Thank you
Thank you Suite 11.02, Level 11,17 Castlereagh Street, Sydney 2000 investor.relations@Pharmx.com.au
Slide 15: Appendix
Appendix 15
Slide 16: Corporate Overview
Corporate Overview Pharmx Technologies Limited as at 18 February 2026 Capital Structure Share Price $0.14 Shares on issue (m) 599.5 Market Capitalisation $83.9m Options / Perf Rights (m) 26.5 Enterprise Value (Cash 31/12/2025) $80.7m Diluted Issued Capital (m) 626.0 Share Price Performance
Slide 17: Profit & Loss
$’000 H1 FY26 H1 FY25 Var $ Var % Revenue 3,890 3,773 117 3% Cost of sales (rebates) (638) (669) 31 (5)% Marketing (231) (166) (65) 39% Employee benefits (1,890) (1,443) (447) 31% Profit Technology, communication and cloud costs (352) (258) (94) 36% Professional fees, consulting and other (437) (272
Slide 18: Cash Flow
$’000 H1 FY26 H1 FY25 Cash flows from operating activities Receipts from customers 3,969 4,192 Payments to suppliers and employees (4,172) (4,181) Payments for Pharmx court case judgement - (9,898) Interest and other revenue received 68 117 Research and development incentive received, net of income
Slide 19: Balance Sheet
$’000 31 Dec 2025 30 Jun 2025 Current assets Cash and cash equivalents 3,214 4,172 Trade and other receivables 1,298 1,117 Income tax receivable 533 368 Other assets 182 101 Total 5,227 5,758 Non-current assets Property, plant and equipment 45 32 Right of use assets 641 774 Intangibles 11,789 11,790
Slide 20: Share Registry
Position Holder Name Holding % IC 1 LUJETA PTY LTD <MARGARET A/C> 99,863,502 16.66% 2 BNP PARIBAS NOMINEES PTY LTD 71,395,758 11.91% 3 ARROTEX INVESTMENTS HOLDING 1 PTY LTD 60,000,000 10.01% 4 BNP PARIBAS NOMS PTY LTD 34,486,805 5.75% 5 HSBC CUSTODY NOMINEES (AUSTRALIA) LIMITED 28,958,676 4.83% 6 ME
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