Etherstack Plc · ASX:ESK
Etherstack — H1 2026 Earnings Presentation
14 slides from Etherstack's earnings presentation, Aug 20, 2026
Slide 1: Half year results investor presentation
For personal use only 30 June 2026 Half year results Investor presentation Etherstack plc (ASX:ESK) 20 August 2026 Authorised for release by David Deacon, CEO and Adam Hoey, CFO
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Etherstack plc (ARBN 156 640 532) (“Etherstack” or “the Company”). The information in this presentation is for information purposes only and is not investment, financial product, legal or tax advice. For personal use only This presentation contains s
Slide 3: Our Three Core Markets
Our Three Core Markets For personal use only 3
Slide 4: Etherstack
Etherstack Etherstack is a wireless technology provider that supplies our own mission critical wireless networks to the public safety, utilities and resource sector. The company also licenses key technology to over 20 other wireless equipment manufacturers globally For personal use only Snapshot 3 C
Slide 5: Financial & Business highlights H1 2026
Financial & Business highlights H1 2026 fone) etherstack wireless innovation
Slide 6: Financial highlights H1 2026 (USD$)
Financial highlights H1 2026 (USD$) H1 Revenue up 40% H1 EBITDA H1 NPAT For personal use only US$8.5m US$2.1m US$0.43m Record half year revenue in EBITDA Margin 24% Return to profitability 2026 equal to ~84% of Underlying NPAT US$0.8m (9%+) Underlying EBITDA US$2.4m (28%) full year revenue for 2025
Slide 7: First Half Business Highlights
First Half Business Highlights Background to first half (last year) For personal use only • Record FY25 year with US$10.2m revenues • Two record 5+ years deals back-to-back in H2 FY25 • US$20m+ AT&T deal announced August 2025, seven-year initial deal H1 Revenue up 40% • GBP15m+ UK Government deal an
Slide 8: Second Half Outlook and Drivers
Second Half Outlook and Drivers FY26 H2 Outlook – full year guidance US$17.2m - US$18.9m For personal use only • On track for new record revenue and profits in FY26 • Full year (FY26) revenue expected to be a record 70%+ growth over pcp (FY25 US$10.2m) • Management expects gross margins and net marg
Slide 9: Sustained Forward Total Revenues
Sustained Forward Total Revenues Key forecast assumptions/comments Forward 3 Yr Revenue Estimate (USD$'000) • Over US$50m+ in new orders announced since 30,000 1 August 2025 For personal use only • These are on top of long-term underlying traditional revenues driving sustained increased profitabilit
Slide 10: Strategic Review
Strategic Review Strategic Review - announced 13th July 2026 For personal use only • In light of US$50m+ order book and management expectations of sustained revenue, profit and growth performance • Review of the Company’s strategic and capital management framework to maximise long-term shareholder v
Slide 11: Income Statement
Income Statement Key changes US$'000 H1 2026 H1 2025 Revenue from Contract with Customers 8,498 6,079 • Project revenue up sharply on pcp For personal use only Recurring support and Royalty revenue 2,695 1,374 underpinned by UK Home Office contract • Recurring revenues – $ and % increased Project an
Slide 12: Balance Sheet & Cash Flow Statement
Balance Sheet & Cash Flow Statement Balance Sheet Cash Flow Statement US$’000 30-Jun-26 30-Jun-25 US$’000 Half year 2026 Half year 2025 For personal use only Cash and cash equivalents 749 1,671 Net cash generated / (used in) operating activities 792 3,378 Trade and other receivables 4,547 2,942 Net
Slide 13: Questions
For personal use only Questions
Slide 14: Contact details
London New York 64 Rose Street, +44 207 734 0200 +1 917 661 4110 Chippendale NSW 2008 Info_eu@etherstack.com Info_na@etherstack.com Phone +61 2 8399 7500 For personal use only Sydney Yokohama David Deacon, CEO +61 2 8399 7500 +81 45 342 9050 david.deacon@etherstack.com Info_au@etherstack.com Info_jp