Slide 1: Big Technologies plc 2025 Preliminary Results
Big Technologies plc 2 02 5 Prel im in a ry Re su lts In vesto r P re se ntatio n March 2026
Slide 2: Disclaimer
Disclaimer Neither this presentation nor any verbal communication shall constitute, or form part of, any offer, invitation or inducement to any person to underwrite, subscribe for, or otherwise acquire or dispose of, any shares or other securities in Big Technologies plc (“Big”). Forward-looking sta
Slide 3: Agenda
Agenda Ian Johnson, CEO • Introduction (COO) • Financial Review (CFO) Mike Johns, • Business Review (CEO) CFO • Operations Review (COO) Charles Lewinton, COO • Summary & Outlook (CEO) 3
Slide 4: Introduction to Big Technologies
Introduction to Big Technologies Best-in-class technology for remote monitoring of individuals within criminal justice 150+ customers over 4 continents Integrated hardware and cloud-based software platform, with long term contracts, delivers recurring SaaS-like revenues and margins £52.4m ARR Compre
Slide 5: Business Model
Business Model Route to market - criminal justice Long term contracts – up to 12 years in duration Positive Intelligent devices and software deliver accurate Regional teams Invitations to real time information secondary (US, EU, LATAM, APAC) bid references 24/7 monitoring Suite of services H/W fitti
Slide 6: Technical Advantage
Alcohol Solutions Technical Advantage • Full range of products including tracking, alcohol and victim all integrated into a single cloud-based software system Curfew Solutions • Designed to be small and lightweight to increase wearer compliance • Intelligent firmware which creates market leading bat
Slide 7: Financial Review
Financial Review
Slide 8: Financial Highlights
Financial Highlights Annual Recurring Revenue (“ARR”) of £52.4m at 31 December 2025 (2024: £46.8m), growth of 12% ARR £52.4m • High revenue visibility derived from long term contracts • 40% growth in ARR in USA (2024: 1%) demonstrating momentum in key market Revenue of £49.7m in 2025 (2024: £48.1m a
Slide 9: Financial Outlook
Financial Outlook Decreasing customer concentration: Top 10 clients 77% of ARR at the end of 2025 (2024: Top 10 80%) ARR 77% • Accelerating growth in the US is driving reducing concentration • Increased resilience and balance across the Group Expanding base: Net Retention Rate (“NRR”) of 105% in 202
Slide 10: Contract Visibility
Contract Visibility Contracted Possible Extension Pre Tender Long term recurring revenue provides strong forward visibility Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 2037 Contract A - £11.8m (ARR at 31/12/25) Contract B - £10.8m C
Slide 11: Business Review
Business Review
Slide 12: Business Review – Organisation Updates
Business Review – Organisation Updates • New organisation structure and executive leadership team • Robust succession plan in place • Additional roles for marketing and product quality and regulatory • Focus on core business activities in Criminal Justice • Introduction of AlcoBreath unit to US mark
Slide 13: Business Review – Contract Momentum
Business Review – Contract Momentum Americas • 25% growth in the Americas driven by new leadership and refreshed sales team - increase in AlcoTag deployments • Prince Edward Island, and Aruba national contracts • Recently awarded 7-year contract worth ~US$26m with Chile Gendarmerie • Multiple signif
Slide 14: Operations Review
Operations Review
Slide 15: Operational Highlights
Operational Highlights • Mobilisation of end-to-end solution in Northern Ireland, including field services, monitoring and technology. Included transfer of staff from incumbent to Buddi on a new 5+3+2 contract • Established US-based monitoring centre, allowing wider reach on US contracts which requi
Slide 16: New Products
New Products AlcoBreath • Handheld breathalyser with tracking, GSM communication, AI facial recognition and 2- way voice • Early orders for 300+ units in the USA • ~50% size and weight of competitor products • Estimated USA market of 50,000 units AlcoTag 1.6 • Update to current AlcoTag to include ba
Slide 17: Summary & Outlook
Summary & Outlook
Slide 18: Summary & Outlook
Summary & Outlook P IVI TOL Y EAR I N N O VA T I O N A T T H E C O R E Despite the challenges around the litigation and management Innovation remains at the core of Buddi with rapid technology changes, Buddi has remained resilient with multiple new contract updates, new products and future innovatio
Slide 19: Appendix
Appendix
Slide 20: 18 Years of innovation and new contracts
18 Years of innovation and new contracts Contract with SMART AUD$200m NHS mental US Intel-GE award for contract with MoJ Covid Smart Tag v5 health pilot Care innovation NSW Australia contract & AlcoTag AlcoBreath 2008 2010 2015 2017 2020 2021 2024 2009 2014 2016 2019 2020 2023 2025 Buddi V1 Smart Ta
Slide 21: Competitor Analysis
Competitor Analysis Allied Buddi SuperCom Enigma Geosatis BI Sentinel STOP AMS Track Group Feature Universal (UK) (Israel) (Poland) (Switzerland) (US) (US) (US) (US) (US) (US) Transdermal (only real- (legacy) Alcohol time) Breath Alcohol RF GPS Wrist-worn (mobile (mobile (mobile (mobile (mobile Vict
Slide 22: Profit and Loss
Profit and Loss FY 2025 FY 2024 £’000 £’000 Revenue 49,727 50,308 Cost of sales (16,874) (16,069) Gross profit 32,853 34,239 Gross Profit Margin 66.1% 68.1% Administrative expenses (ex. non-underlying items) (14,330) (13,050) Adjusted operating profit 18,523 21,189 Adjusted operating profit margin 3
Slide 23: Balance Sheet
Balance Sheet 31 Dec 2025 31 Dec 2024 £’000 £’000 Goodwill and intangible assets 17,824 18,209 Property, plant and equipment and right of use assets 6,589 6,834 Other non-current assets 2,345 2,019 Total non-current assets 26,758 27,062 Inventories 7,136 7,205 Trade and other receivables 16,932 13,5
Slide 24: Cash Flow
Cash Flow FY 2025 FY 2024 £’000 £’000 Cash generated from operations 10,182 20,411 Taxes paid (6,426) (3,656) Cash generated from operating activities 3,756 16,755 Own work capitalised (3,804) (4,336) Capitalised development costs (1,218) (985) Interest received 2,626 3,485 Other investing activitie