Transense Technologies Plc · LSE:TRT
Transense Technologies — H1 FY26 Earnings Presentation
26 slides from Transense Technologies's earnings presentation, Feb 17, 2026
Slide 1: Interim Results FY26
Interim Results FY26 Six-month period ended 31 December 2025 17 February 2026
Slide 2: Overview
Strong revenue growth, although full year downgraded on 30 January: • Bridgestone iTrack - volume growth rate and FX headwinds • Translogik - tyre majors down and new business ramp up speed • SAWsense – on-boarding processes protracted Cash generative, small profit Clear customer demand, meaningful
Slide 3: Company strategy
Specialist provider of sensor technology and measurement solutions, through SAWsense and Translogik business units Developing both units to generate rapid and sustainable growth in company earnings Experienced board of directors and management with commercial, operational and scale-up credentials OE
Slide 4: Financial Highlights
• Revenue (excluding royalty income) up 39%, total down 8% • Gross margin maintained at 90% • Small profit at PBT level • Operating cash inflow of £0.41m • Available cash balance of £1.33m 4. Financial Highlights
Slide 5: Transense
TMM fransense
Slide 6: SAWsense - Revenue Analysis
By Segment (£000’s) By Type (£000’s) 300 300 250 250 200 200 150 150 100 100 50 50 0 0 Robotics e-Drive Motorsport Aerospace Royalty NRE Grant Components Production FY25H1 FY26H1 FY25H1 FY26H1 6. SAWsense - Revenue Analysis Copyright and Confidential 2025
Slide 7: Sector Engagement – Aerospace
Strategic Rationale Sales Strategy • Improved accuracy, reliability, reduced weight & size • Securing customer & ATI funded development programs • Excellent reference case (T901) • Validate and deploy product with lead strategic customer • High value, entrenched relationships • Strategic selling app
Slide 8: Sector Engagement – Motorsport
Strategic Rationale Sales Strategy • Improved accuracy, reliability, reduced weight & size • Leveraging Motion Applied MA (formerly McLaren Applied), well • Excellent reference case (IndyCar & WEC) established network and position in the sector • Increasing use of sensors to manage performance and c
Slide 9: Sector Engagement – eDrives
Strategic Rationale Sales Strategy • SAW can operate inside electric motors to measure torque • Using Advanced Propulsion Centre (APC) funding to reduce cost and/or temperatures of product development • Direct measurement improves functional safety and • Direct technical sales to vehicle OEM’s and T
Slide 10: Sector Engagement – Robotics
Strategic Rationale Sales Strategy • Improved accuracy, reliability, smaller packaging volume • Technical papers, conferences and technology shows to establish • Key enabling technology for superior robot performance reputation • Rapidly growing technology sector • Focusing on applications which are
Slide 11: Current pipeline - summary
Pre-contract Prototype Development & Production Total on Production Target date engagement Pre-production contract value per of project production Aerospace US Tier 1 Airbus LANDOne EU Engine OEM 3 Airbus project #2 GE HEAT GET901 8 £1-5m FY32 – FY35 EU Engine OEM 4 EU Aircraft OEM 1 GE/CFM RISE EU
Slide 12: Translogik
‘@etranslogik
Slide 13: Opportunity to become market leader for smart connected tyre inspection
Opportunity to become market leader for smart connected tyre inspection and management tools….. Strategic Rationale Sales Strategy • Market leading range of hardware for tyre • Deal directly with global tyre majors for inspection & management, used by global managed tyre contracts (pay per Km) tyre
Slide 14: Translogik - Revenue Analysis
Revenue by channel (£000’s) Global tyre majors (down Distribution (Up 122%) 350 24%) South Africa, Brazil, Hardware used by 5 of top Indonesia & US 300 10 majors established Geographically dispersed Sell through slower than 250 demand, mostly for anticipated, although managed tyre contracts improvin
Slide 15: Translogik - Opportunities and next steps
Products & service roadmap Sales opportunities & next steps Continuous improvement of existing Global tyre majors tend to be H2 biased range to improve quality, performance & Change of BDM complete, and new SDR cost consultancy engaged to generate more Smart inflator (TLGi) launched November qualifi
Slide 16: Financial Summary
FINANCIAL SUMMARY UN LL transense technologies plc
Slide 17: Financial summary
FY 26 H1 FY 25 H1 FY 25 Revenue SAWsense £0.66m £0.38m £1.12m Translogik £0.59m £0.52m £1.32m Sub-total £1.25m £0.90m £2.44m Bridgestone iTrack £1.01m £1.56m £3.11m Group revenue £2.26m £2.46m £5.55m Gross margin 90% 89% 90% Profit Before Taxation £0.01m £0.55m £1.41m Earnings Per Share 0.02p 3.61p
Slide 18: Revenue growth rates
Revenues (£m - Excl iTrack Royalties) 3.00 2.50 Metric (FY26H1 v FY25H1) Rate H1 H2 2.00 Revenue ex-iTrack 39% 1.50 SAWsense 74% 1.00 Translogik 13% 0.50 - FY24 FY25 FY26 H1 18. Revenue growth rates
Slide 19: Revenue bridge analysis
Revenue Bridge FY25 Hi - FY26 H1 (£000's) 3,000 69 234 488 2,500 2,459 | 2,262 (545) 2,000 1,500 1,000 500 0 FY25 Actual SAW Grant Translogik Royalty FY26 Actual 19. Revenue bridge analysis LLL l trans nse technolo
Slide 20: AEBT bridge analysis
AEBT Bridge FY25 H1 - FY26 H1 (£000's) 1,000 900 266 115 700 623 (188) 600 500 400 300 200 (545) 100 64 0 (192) SAW Margin Translogik Margin iTrack FY26H1AEBT FY25H1AEBT SAW Costs Translogik Costs Central Costs 20. AEBT bridge analysis TT transense technologies plc
Slide 21: Cash Flow
£2.8 SAW Committed Cash Flow Statement £m FY26 H1 FY25 H1 FY25 Full Year Spent To Spend Capex in 2024 (£m) EBT 0.00 0.55 1.41 Tangible 0.8 0.4 Intangible 0.9 0.7 Adjustment for non-cash items 0.33 0.26 0.55 Total 1.7 1.1 Working capital movement 0.08 (0.57) 0.09 Financed/To be financed (0.4) (0.6) O
Slide 22: Bridgestone iTrack royalty income
Unit rate reduced to 60% of original rate in June 2025, then 40% in June 2027 to expiry in June 2030 FY26 H1 – y-o-y volume up 10%, FX 5% headwind CAGR in volume since inception >30% Illustration shows future volume CAGR of 8% & 12% and average FX rate Royalties earned to date £11m – illustrative fu
Slide 23: Outlook
Pipelines expanding in scale & quality Clear buying signals from customers and prospects Confident in strategic plan Focus on disciplined execution 23. Outlook
Slide 24: Q&A
Website: https://www.transense.com YouTube: https://www.youtube.com/@transense Q&A Copyright and Confidential 2023
Slide 25: Appendix – 5 year record
5 Years Revenues Summary in Half Years AEBITDA & AEBT - 5 Year Performance 1.400 3,500 3,000 1.200 2,500 1,000 2,000 200 4,500 00 1,000 400 500 200 | HL H2 HL H2 H1 H2 HL H2 HL _ bl Mio w2 | Mh M2) HR Fr22 Fv23 Fy2a Fy25 Fy26 eet even eves vos eves a mSAWsense mi Translogik ml iTrack mAEBITDA mAEBT
Slide 26: 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
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