Senetas Corporation Limited · ASX:SEN
Senetas — Investor Presentation (February 2026)
26 slides from Senetas's investor presentation, Feb 27, 2026
Slide 1: Senetas Corporation Limited Half Year Results
Senetas Corporation Limited Half Year Results for the six months to 31 December 2025
Slide 2: Highlights
Highlights Consolidated Senetas revenue of $9.5 million – similar to the prior period but lower than expected due to sales into the Middle East that were held up by delayed export permits – expected completion in March 2026 bringing additional $1.3 million of revenue and $1.0 million of profit bef
Slide 3: Senetas summary financials
Senetas summary financials Revenue consistent with prior period – $1.3M of sales Half year ended 31 December 2025 ($000’s) HY2026 HY2025 into the Middle East expected to be completed in 1H FY2026 were incomplete due to export permit delays Consolidated Continuing Operations – these sales are expec
Slide 4: Senetas operations
Senetas operations Key focus of R&D activities in HY2026 included: • Ongoing development of a new version of the Senetas 100Gbps hardware encryptor that will enhance the range of use cases available for that product • Finalising development of the next generation 10Gbps encryptor • Continued devel
Slide 5: Outlook
Outlook Sales into the Middle East that were expected to be completed in HY2026 were delayed temporarily by export permit issues. These sales are expected to be completed in the March quarter of 2026 bringing $1.3 million of revenue and $1.0 million of profit before tax Gross margins for the bus
Slide 6: Key financials
@SENETAS Key financials
Slide 7: Senetas operating segment results
Senetas operating segment results Half year ended 31 December 2025 ($000’s) HY2026 HY2025 Senetas segment revenue in line with the prior period Revenue from ordinary activities 9,475 9,531 The temporarily lower gross margin was largely Gross profit 7,159 8,267 attributable to higher materials an
Slide 8: Cash flow
Cash flow Lower operating cash flows reflect higher materials Half year ended 31 December 2025 ($000’s) HY2026 HY2025* and support services expense during the period and higher receivables due to sales late in Dec 2025. Receipts from customers 6,123 15,361 Normalised gross margins and sales mome
Slide 9: Summary balance sheet
Summary balance sheet Half year ended 31 December 2025 ($000’s) HY2026 FY2025 Lower cash balance reflects the operating cash outflows and the $2 million capital return to Cash and cash equivalents 6,739 11,577 shareholders in December 2025 Trade receivables and contract assets 8,349 6,728 Higher
Slide 10: Senetas Business Overview
@SENETAS Senetas Business Overview
Slide 11: About Senetas Corporation Limited
About Senetas Corporation Limited Senetas is an Australian-founded defence technology company providing high-assurance cybersecurity solutions to defence, government, and critical infrastructure organisations in more than 60 countries. Our technologies deliver certified quantum-resistant network enc
Slide 12: Corporate Structure
Corporate Structure Capital Structure Share Price History Share Price (26 February 2026) $2.05 $5.0 $4.5 Shares Outstanding (26 February 2026) 16,577,389 $4.0 Market Capitalisation (A$m) 34.0 $3.5 Cash as at 31 December 2025 (A$m) 6.7 $3.0 Debt as at 31 December 2025 (A$m) 2.9 $2.5 Net Asset Backing
Slide 13: Company Overview
Company Overview Proven Track Record Over 25 years securing sensitive data across 60+ countries. Global Reach, Local Expertise Deployed in partnership with Thales, a global leader in advanced technologies. Defence & Industrial-Grade Solutions Australian-designed and manufactured encryption and secur
Slide 14: Clients
Clients Our clients trust us with their most sensitive data, and we maintain strict confidentiality. Our cybersecurity solutions are used by a variety of organisations, including: United States government agencies, Multi-national technology companies defense organisations and law Multi-nationa
Slide 15: Our Strengths
Our Strengths 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 Dynamic independent maximum
Slide 16: Trusted Technology for Sensitive Environments
Trusted Technology for Sensitive Environments 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 • Fully encrypted workf
Slide 17: Encrypting Data in Motion
Encrypting Data in Motion 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 High Speed Data Encryp
Slide 18: Security Certifications
Security Certifications Validated by Independent authorities to international standards Level 3 Series EAL 2+ Series CN4000 EAL 4+ Restricted Secret CN6000 Green CN4000 CN9000 NDcPP CN6000 Level 1 CN9000 CN7000 18
Slide 19: Network Encryption portfolio
Network Encryption portfolio 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 100/1000Mbps (scalable 1
Slide 20: Network Encryption Use Cases
Network Encryption Use Cases Government & Public Sector Critical Infrastructure 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 safety and Secure tel
Slide 21: Network Encryption Use Cases Continued
Network Encryption Use Cases Continued Healthcare & Life Sciences Research & Academia 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 cross-border clinical
Slide 22: Secure file sharing without compromise
Secure file sharing without compromise 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 compliance and sovere
Slide 23: Secure file sharing use cases
Secure file sharing use cases Government Defence Finance 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 Information (FOI) Se
Slide 24: 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) of its wholly owned operating subsidiary companies The co
Slide 25: Disclaimer
Disclaimer 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 a representation as t
Slide 26: Thank you
Thank you senetas.com