Senetas Corporation Limited · ASX:SEN

Senetas — FY2026 Earnings Presentation

27 slides from Senetas's earnings presentation, Aug 28, 2026

  1. Slide 1: Full Year Results for the year to 30 June 2026

    For personal use only Senetas Corporation Limited Full Year Results for the year to 30 June 2026

  2. Slide 2: FY2026 Highlights

    FY2026 Highlights For personal use only $20.2m $4.4m $18.6m REVENUE OPERATING CASH FLOW CASH ON HAND +4.7% reported – +9.3% constant currency +$8.0m vs. -$3.6m in FY2025 At 30 June 2026 ▪ Senetas revenue of $20.2 million – up 4.7% over the prior period. On a constant currency basis1 revenue was 9.3%

  3. Slide 3: Senetas summary financials

    Senetas summary financials ▪ Reported Senetas revenue up 4.7% to $20.2 million Year to 30 June 2026 ($000’s) FY2026 FY2025 ▪ As almost 90% of Senetas revenue is earned in US$, For personal use only the strengthening of the A$ against the US$ across Consolidated Continuing Operations FY2026 had a neg

  4. Slide 4: Senetas operations

    Senetas operations ▪ The key focus for Senetas in FY2026 was to continue expanding the addressable market for the Company’s security solutions. For personal use only These initiatives have a number of aspects including: • Expanding and upgrading of security certifications in order to grow the use ca

  5. Slide 5: Senetas product development

    Senetas product development For personal use only With the Company’s positive operational outlook, strong balance sheet and cash flow position, Senetas continues to invest heavily in R&D to support the business growth outlook. Key areas of focus for R&D in FY2026 included: ▪ Ongoing development of t

  6. Slide 6: Outlook

    Outlook ▪ The sales pipeline for Senetas in FY2027 is strong and operating revenue is at this stage expected to grow broadly For personal use only in line with FY2026 via organic growth and a rebound in maintenance revenue off the back of strong FY2026 product sales. Gross margins are expected to re

  7. Slide 7: Key financials

    For personal use only Key financials

  8. Slide 8: Senetas operating segment results

    Senetas operating segment results For personal use only ▪ Senetas segment revenue up 4.7% over the prior Year ended 30 June 2026 ($000’s) FY2026 FY2025 period – up 9.3% on a constant currency basis Revenue from ordinary activities 20,165 19,254 ▪ The lower gross margin was attributable to higher mat

  9. Slide 9: Cash flow

    Cash flow For personal use only 1 ▪ Stronger operating cash flows reflect good sales Year ended 30 June 2026 ($000’s) FY2026 FY2025 growth and maintenance receipts, and the Receipts from customers elimination of Votiro cash outflows that were 21,896 29,734 included in part of the previous period Tax

  10. Slide 10: Summary balance sheet

    Summary balance sheet For personal use only Balance Sheet as at 30 June 2026 ($000’s) FY2026 FY2025 ▪ Higher cash balance reflects the receipt of the final cash instalment on the sale of the Votiro business Cash and cash equivalents 1 18,579 11,577 and strong operating cash flows Trade receivables a

  11. Slide 11: Senetas Business Overview

    For personal use only Senetas Business Overview

  12. Slide 12: About Senetas Corporation Limited

    About Senetas Corporation Limited Senetas is an Australian defence technology company with more than 25 years of experience delivering certified For personal use only network encryption to governments, defence forces, financial services, and critical infrastructure operators in more than 60 countrie

  13. Slide 13: Corporate Structure

    Corporate Structure For personal use only Capital Structure Share Price History Share Price (27 August 2026) $3.05 $5.0 Shares Outstanding (27 August 2026) 16,577,389 $4.5 Market Capitalisation (A$m) 50.6 $4.0 Cash as at 30 June 2026 (A$m) 18.6 $3.5 Debt as at 30 June 2026 (A$m)1 1.9 $3.0 Price Net

  14. Slide 14: Who is Senetas?

    WHO WE ARE Who is Senetas? For personal use only An Australian network encryption specialist, Senetas has partnered with Thales since 2004 — Senetas engineers the technology that Thales sells as its High-Speed Encryptor portfolio Proven Track Record Global Reach, Local Expertise Defense & Industrial

  15. Slide 15: Clients

    Clients Our clients trust us with their most sensitive data, and we maintain strict confidentiality. Our cybersecurity For personal use only solutions are used by a variety of organisations, including: ▪ United States government agencies, ▪ Multi-national technology companies defense organisations a

  16. Slide 16: Our Strengths

    Our Strengths For personal use only Specialising in innovative defence-grade high speed network encryption and secure file sharing solutions. Certified High Quantum- Architecture- Crypto-Agility performance ready agnostic architecture By leading Predictable Future-Proof Data Seamlessly deploy Dynami

  17. Slide 17: Trusted Technology for Sensitive Environments

    Trusted Technology for Sensitive Environments For personal use only Network Encryptors: CN Series Secure File Sharing: SureDrop by Senetas • High performance • Secure by design, provides ease of use without • Post-quantum ready compromising performance • Crypto-agile, platform agile, network agile •

  18. Slide 18: Encrypting Data in Motion

    Encrypting Data in Motion For personal use only Encrypting data as it moves from the field and army headquarters, between data centers, to the last mile, and up to the cloud Remote High Speed Data Workforce Encryption Internet Data High Speed Data Center, Encryption Disaster Recovery, Cloud Army HQ

  19. Slide 19: Security Certifications

    Security Certifications Validated by Independent authorities to international standards For personal use only Level 3 Series EAL 2+ Series CN4000 EAL 4+ Restricted Secret CN6000 Green CN4000 CN9000 NDcPP CN6000 Level 1 CN9000 CN7000 19

  20. Slide 20: Network Encryption portfolio

    Network Encryption portfolio For personal use only CN4010/CN4020 CN6010 CN6110* CN9100/9120 CN6140 CN7000 CV1000 Compact desktop enclosure 1U rack mount enclosure 1U rack mount enclosure 1U rack mount enclosure 1U rack mount enclosure Platform Agile Virtual Network Function 100/1000Mbps (scalable 10

  21. Slide 21: Network Encryption Use Cases

    Network Encryption Use Cases Government & Public Sector Critical Infrastructure For personal use only ▪ Classified data transmission between government ▪ SCADA and ICS data protection in energy, utilities, and agencies or embassies transport networks ▪ Secure inter-agency communications for public s

  22. Slide 22: Network Encryption Use Cases Continued

    Network Encryption Use Cases Continued Healthcare & Life Sciences Research & Academia For personal use only ▪ Protection of electronic health records (EHRs) in motion ▪ Encrypted transmission of sensitive research data/IP across across hospitals and clinics institutions ▪ Encrypted data exchange in

  23. Slide 23: Secure file sharing without compromise

    Secure file sharing without compromise For personal use only Total File Encryption ▪ Secure by design, providing file- Robustly encrypts all your files, sharing convenience users expect whether stored or in transit, ensuring with best-in-class security you need. complete protection. ▪ Engineered for

  24. Slide 24: Secure file sharing use cases

    Secure file sharing use cases Government Defence Finance For personal use only ▪ Secure inter-agency collaboration (e.g. ▪ Sharing classified material within ▪ M&A due diligence document sharing policy drafts, classified documents) secure enclaves ▪ Audit file exchanges with regulators ▪ Freedom of

  25. Slide 25: Menlo Overview

    Menlo Overview ▪ In February 2025, Senetas announced the sale of the Votiro operating business to Menlo Security Inc (Menlo). The transaction was structured as a sale by Votiro Cybersec Global (Australian incorporated Votiro parent company now For personal use only known as VGM Aust Holdings Pty Ltd

  26. Slide 26: Disclaimer

    Disclaimer For personal use only This presentation ("Presentation") has been prepared by Senetas Corporation Limited (“Senetas“ or “the Company”) for the sole purpose of providing general and background information on the Company. Nothing contained in this Presentation is or should be relied upon as

  27. Slide 27: Thank you

    For personal use only senetas.com Thank you

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