Imdex Ltd · ASX:IMD
Imdex — Macquarie Australia Conference 2026
18 slides from Imdex's conference presentation, May 6, 2026
Slide 1: Macquarie Australia Conference 2026 Presentation
6 May 2026 Company Announcements Office ASX Limited Exchange Centre 20 Bridge Street SYDNEY NSW 2001 MACQUARIE AUSTRALIA CONFERENCE 2026 PRESENTATION Dear Sir/Madam Please find attached the Macquarie Australia Conference 2026 presentation to be presented later today. Yours faithfully Imdex Limited M
Slide 2: Macquarie Conference 2026: Record performance, growing momentum
Macquarie Conference May 2026 Record performance, Macquarie Conference 2026 growing momentum
Slide 3: Forward Looking Statements
Forward Looking Statements This presentation may contain certain ‘forward-looking statements’ to differ materially, including but not limited to retention of key business & projections provided by or on behalf of IMDEX limited (IMDEX). relationships, environmental impacts & claims, operational & exe
Slide 4: Capture Analyse Solve
01 Our purpose as a leading Capture High-quality rock data mining technology & earth at the source, every time science company is to efficiently & sustainably unlock the earth's value. 02 Analyse Turn rock data into rock insight at scale We enable customers to find, define & optimise the subsurface
Slide 5: 3Q26 Business Update
3Q26 Business Update Record 3Q revenue – global momentum
Slide 6: 3Q FY26
3Q FY26 Record 3Q revenue – up 29% pcp constant currency (ccy) Group revenue up 23% pcp (up 29% ccy) 123 123 Organic revenue up 19% pcp (up 26% ccy) Sensors, services & SaaS revenue up 28%, now 101 100 70% of Group revenue 97 Revenue growth by solution: Sensor rental revenue up 27% pcp 123 123 Integ
Slide 7: 3Q Revenue by region
3Q Revenue by region Every region growing – global diversification delivering 3Q25 v 3Q26 3Q26 Commentary Americas – North, Central, South America Strong growth in USA, led by sensors 63 Expanded activity across Canada 51% 46 48 50 62 +27% Increased penetration of integrated field solutions of group
Slide 8: 3Q Strategic Highlights - Momentum across all growth pillars
3Q Strategic Highlights - Momentum across all growth pillars Ready to meet rising market demand, and continue to execute on strategy Meet the Integrate our Continue revenue Market acquisitions diversification • Tools on hire up 33% pcp • Datarock • IMDEX Mining Technologies • Next generation tools o
Slide 9: AI is an enabler for IMDEX
AI is an enabler for IMDEX As AI reshapes software, being inside the workflow is everything – that’s where IMDEX sits 01 — THE FOUNDATION 02 — THE OPPORTUNITY 03 — THE ADVANTAGE We originate the data We enrich the data We turn it into answers Our tools are in the ground when drilling → We take the c
Slide 10: Outlook
Outlook Fundamentals continue to strengthen
Slide 11: Looking forward – Americas
Looking forward – Americas Delivering sustained earnings momentum & high-quality growth NORTH AMERICA Seasonal transition underway, supporting strong demand from winter into summer drilling programs Strong commodity prices support exploration raisings, with majority of funds yet to be deployed USA a
Slide 12: Looking forward – Europe, Middle East & Africa
Looking forward – Europe, Middle East & Africa Resource security policy underpins surging brownfields exploration EUROPE Stable activity levels across the region underpinned by steady brownfield execution Scandinavian market showing positive signals, coupled with continued growth in the Balkans Poli
Slide 13: Looking forward – Australia & Asia Pacific
Looking forward – Australia & Asia Pacific New technologies leading growth AUSTRALIA Activity remains two-speed, with WA gold strength offsetting softer east-coast conditions AUSTRALIA & ASIA & ASIA PACIFIC Gold continues to underpin demand; coal remains soft, iron ore steady & other commodities mix
Slide 14: Global industry – Macro conditions shift from stability to activation
Global industry – Macro conditions shift from stability to activation All traffic lights are green – execution is the only variable What has changed since 1H: Market feedback is guiding CY26 budgets to trend 15 - 20% above CY25 Juniors & intermediates continue to raise capital with new projects comm
Slide 15: Governments are leading policy settings supportive of minerals investment
Governments are leading policy settings supportive of minerals investment • More than 35 countries have established >450 critical minerals policies Europe Canada • Defence & energy self-reliance focus • Sovereign sourcing & industrial scale-up • Critical minerals a national security focus • Policies
Slide 16: IMDEX’s capabilities delivering sustainable earnings growth
IMDEX’s capabilities delivering sustainable earnings growth Market leading • Proprietary, IP protected portfolio across sensors, drilling & analytics, deployed through a global network integrated • Integrated Field Solutions embedded in customer workflows, enabled by deep customer partnerships physi
Slide 17: APPENDIX
APPENDIX
Slide 18: IMDEX’s evolving business
IMDEX’s evolving business Guidance on key items below EBITDA remains consistent except for Finance costs • Capital Expenditure (PPE & Intangibles1): $65-$70m (FY25: $57m) • Depreciation & Amortisation2: $62m-$67m (FY25: $53m) • Amortisation of acquired IP & other intangibles3: $14m-$17m (FY25: $13m)