Slide 1: Final Results FY26
Final Results FY26 Year ended 30th June 2026 22 September 2026
Slide 2: FY26 performance overview
• Revenue up 20% • Revenue flat overall • Royalty rate 40% reduction • Aerospace building • Tyre majors down 34% • Volume growth 7% • Motorsport flat • Strong new business growth • Revenue down 34% • Automotive EV demo unit • New products launched • Post-period new installs up • Robotics customer wi
Slide 3: FY26 financial overview
Financial KPI’s FY26 FY25 £m £m Total revenue £4.63m £5.55m Gross margin 88.1% 89.9% Adjusted* EBITDA £0.66m £1.96m Adjusted* PBT £0.02m £1.53m Operating cash flow £0.88m £2.05m Closing cash balances (gross) £1.50m £1.14m * Adjusted to add back share-based payment charge FY26 financial overview Copy
Slide 4: Transense technologies plc
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Slide 5: SAWsense revenue analysis
Motorsport SAWsense - revenue by sector Revenue from production reduced by 7%. Higher (£000's) volumes from new race series roll-out delayed until 600 2026/27 season 500 400 300 200 Aerospace & Defence 100 Revenue up by 25% - component sales into GE 0 Aerospace progressing well. NRE & grant work for
Slide 6: SAWsense – Strategic progress towards 2030
SAWsense – 5 yr revenue history (£m) Motorsport - low volume specials – built at Weston 1.4 Revenue doubled since FY22 JCA with Motion Applied 1.2 Scope for continued 2-5x growth in next 3 years from new race series 1.0 Aerospace - low to mid- volume specials – built at Weston or Tier 1 Ever closer
Slide 7: SAWsense - pilot AQP installation line
RF Coupler Wire bond Incoming shaft Auto- AQP die bond assembly & AQP to RF preparation Calibration Rig installation Coupler All key items of equipment installed, commissioned and in use New process station to simplify shaft cleaning using laser ablation on order Excellent results from die bonding s
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Slide 9: Translogik revenue analysis
Global tyre majors down by 34%, driven largely by customer- Translogik revenue by type specific commercial challenges. Underlying market (£000's) fundamentals remain positive, with growth expected from Euro 700 Digital Product Passport regulations & US tariff on low-cost imports. Post year-end, anno
Slide 10: Translogik - new product pipeline
• TLGi - Bluetooth connected, handheld digital tyre inflation tool • Connects into existing software platforms or new software solutions for remote control via tablet or smartphone and instant data capture • Fast and accurate tyre inflation data collection linking inflation events to vehicle, wheel
Slide 11: Translogik - strategic progress towards 2030
Aim to be recognised as the industry standard range of Translogik – 5yr revenue (£000’s) smart tyre monitoring hardware 1.4 Closely aligned with global top 5 commercial tyre 1.2 manufacturers Collaborating with leading independent TPMS providers 1 Increasing proportion of subscription business on 0.
Slide 12: Financial Summary
FINANCIAL SUMMARY UN LL transense technologies plc
Slide 13: Income statement FY26
Income statement FY26 FY25 £m £m Total revenue 4.63 5.55 Gross profit 4.08 4.99 Gross margin 88.1% 89.9% Opex (3.38) (3.03) Adjusted* EBITDA 0.66 1.96 Int, depr & amort (0.64) (0.43) Adjusted* PBT 0.02 1.53 Reported PBT (0.11) 1.41 * Adjusted to add back share-based payment charge Income statement
Slide 14: Cash flow statement FY26
Cash flow statement FY26 FY25 £m £m (Loss)/profit before taxation (0.11) 1.41 Non-cash costs 0.77 0.55 Working capital movements 0.22 0.09 Cash generated from operations 0.88 2.05 Investment activities (1.31) (2.09) Financing activities 0.79 (0.10) Net movement in cash 0.36 (0.14) Closing cash – gro
Slide 15: Financial position FY26
Financial position FY26 FY25 £m £m Tangible fixed assets 1.75 1.55 Intangible fixed assets 2.67 2.11 Deferred taxation asset 1.48 1.48 Non-current assets 5.90 5.14 Net working capital 0.98 1.21 Cash & equivalents* 1.50 1.14 Asset financing* (0.93) - Lease liabilities (0.31) (0.37) Net assets 7.14 7.
Slide 16: Bridgestone iTrack royalty income
iTrack Cumulative Royalties - Actual to FY26 and Illustrative FY27 - FY30 £3,500,000 £3,000,000 £2,500,000 £2,000,000 £1,500,000 Over fivefold increase in installations since 2020 £1,000,000 Unit rate reduced to 60% in FY26 and 40% in FY28, through to expiry at end FY30 £500,000 Illustration assumes
Slide 17: Current trading & outlook
Growth Targets: Board continue to set ambitious targets – >25% uplift in FY27 Current trading: In line with expectations, but some H2 weighting to meet for full year SAWsense: Good prospects in motorsport and aerospace for FY27 growth Funded projects underway in volume markets aiming for FY28 produc
Slide 18: Join our community
Join our community: investor.relations@transense.co.uk Website: https://www.transense.com YouTube: https://www.youtube.com/@transense Q&A Copyright and Confidential 2023
Slide 19: 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