Enlitic Inc · ASX:ENL
Enlitic — Investor Presentation (July 2026)
48 slides from Enlitic's investor presentation, Jul 3, 2026
Slide 1: Investor Presentation: Capital Raising and Convertible Note Conversion
ENLITIC For personal use only ASX: ENL | JULY 2026 INVESTOR PRESENTATION Capital Raising and Convertible Note Conversion Enlitic, Inc. | Strictly Confidential | Figures in USD millions unless stated. 1
Slide 2: Important Notice and Disclaimer
Important Notice and Disclaimer This following notice and disclaimer applies to this presentation and the information contained in it. You are advised to read this carefully This presentation is not financial product or investment advice, a recommendation to acquire New CDIs, nor is it accounting, l
Slide 3: Important Notice and Disclaimer (continued)
Important Notice and Disclaimer Disclaimer cont’d Any pro forma financial information does not purport to be in compliance with Article 11 or Article 3-05 of Regulation S-X of the Rules of the U.S. The Bookrunner and Lead Manager and its affiliates and related bodies corporate are full service finan
Slide 4: Important Notice and Disclaimer: Foreign jurisdictions
Important Notice and Disclaimer Foreign jurisdictions This presentation does not constitute or form a part of any offer or solicitation to purchase, subscribe or sell securities in the United States or any other jurisdiction in which such offer would be illegal or impermissible. The New CDIs, and th
Slide 5: Overview of Enlitic: Trusted data foundation for the AI era of medical imaging
For personal use only Overview of Enlitic: Trusted data foundation for the AI era of medical imaging Enlitic creates the governed trust infrastructure for autonomous imaging operations Recurring SaaS transition underway 8 global OEM channels Record contracted value Enlitic, Inc. | Strictly Confident
Slide 6: Leadership & governance
THE TEAM Leadership & governance BOARD OF DIRECTORS MANAGEMENT TEAM For personal use only Lawrence Gozlan Darren Scotti Non-Executive Chair Chief Financial Officer CIO and founder of Scientia Capital. Director on several private and public Veteran CFO/COO and board member with 20+ years internationa
Slide 7: AI is probabilistic and inconsistent. Healthcare operations are accountable.
THE OPPORTUNITY AI is probabilistic and inconsistent. Healthcare operations are accountable. This is a central tension in Healthcare AI For personal use only Healthcare is increasingly deploying AI, but AI systems can only be trusted when the underlying data is accurate, consistent and governed. We
Slide 8: Healthcare AI has a data problem.
THE PROBLEM Healthcare AI has a data problem. For personal use only Healthcare AI is constrained by data quality. It is difficult to scale reliably on inconsistent or erroneous data. Most hospital hold years, often decades, of historical scans. But the information attached to those scans is often in
Slide 9: The investment case in one line
THE INVESTMENT CASE IN ONE LINE The winners in healthcare AI must provide trusted, governed and accountable data infrastructure For personal use only Right problem, right Enormous market Proven tech, real Accelerating time opportunity customers momentum AI adoption and 3 synergistic revenue Proven,
Slide 10: Turning raw imaging data into a reusable institutional asset
ENLITIC'S PLATFORM Turning raw imaging data into a reusable institutional asset Most hospital imaging data carries little value outside local viewing. Enlitic's platform systematically For personal use only elevates it – cleansing, structuring and enriching it until it becomes a high-trust asset the
Slide 11: Before Ensight: fragmented data, broken downstream systems
DATA STANDARDISATION Before Ensight: fragmented data, broken downstream systems Dozens of inconsistent raw descriptions per procedure cause downstream workflow issues, such as lost billing, AI routing failures and For personal use only research friction. Enlitic, Inc. | Strictly Confidential | Figur
Slide 12: After Ensight: descriptions normalised, predictable data
DATA STANDARDISATION After Ensight: descriptions normalised, predictable data for downstream systems For personal use only Ensight applies our models and solutions so every downstream system gets predictable data it can rely on. Ensight Enlitic, Inc. | Strictly Confidential | Figures in USD millions
Slide 13: The layer that makes every supported data type stable, trustworthy and auditable
THE STRATEGIC POSITION The layer that makes every supported data type stable, trustworthy and auditable For personal use only Enlitic sits in the middle of the critical imaging stack; the governance and standardisation layer that enables many regulated AI applications to operate more reliably. Agent
Slide 14: Making imaging data stable and reliable
THE PLATFORM Making imaging data stable and reliable Data sits at the centre of the imaging data ecosystem; Ensight ingests fragmented, unreliable, unstructured inputs and transforms them For personal use only into high-trust, governed data that unblocks downstream applications. Fragmented data sour
Slide 15: Enlitic estimates an ~US$7B+ addressable market
THE MARKET Enlitic estimates an ~US$7B+ addressable market For personal use only THREE SYNERGISTIC REVENUE STREAMS ENSIGHT SAAS Imaging IT software market growing 8-12% a year MIGRATION DATA LICENSING US$900M – US$500M – $2B $2.5B US$1B – $4B 4,000-7,000 migrations a year. The underlying market is T
Slide 16: Land & Expand
HOW WE MAKE MONEY “Land & Expand” Migration projects fund growth and create opportunities to convert to recurring software revenue. Expanding features and For personal use only functionality drive recurring revenue growth. STEP 1 – LAND STEP 2 – EXPAND Migration projects Recurring SaaS subscription
Slide 17: Commercial momentum at a glance
THE MOMENTUM SNAPSHOT Commercial momentum at a glance Every dimension of the business is moving in the right direction at the same time; agreements, live integrations, customers and sites. For personal use only 8 6 7 983 Signed OEM agreements Live integrations in market Customers expected to go Tota
Slide 18: An expanding network of signed OEM agreements
COMMERCIAL MOMENTUM An expanding network of signed OEM agreements Each signed agreement turns a global vendor into a distribution channel. Enlitic is targeting >80% installed PACS OEM coverage. For personal use only Signed commercial OEM agreements Agreements & signing dates 8 2023 Merge 7 2023 Infi
Slide 19: Live OEM integrations available in market
TECHNICAL MOMENTUM Live OEM integrations available in market Integrations reduce deployment complexity and should lead to shortened time-to-revenue. For personal use only Enlitic now has six integrations operating in production, with two more major OEM integrations expected in 2H 2026. Each live int
Slide 20: First customers expected to adopt the full Enlitic platform offering
COMMERCIAL MOMENTUM First customers expected to adopt the full Enlitic platform offering First customer discussions to take up the combined Enlitic offerings across migrations and data management services. For personal use only First combined deployment and implementations expected in 2H 2026. Combi
Slide 21: Global presence and a growing live footprint
S C A LE IN PRO D U C TIO N G lo b al p resence and a g ro wing live fo o tp rint Enlitic o p erates acro ss 15 co untries and 4 co ntinents. Enlitic is alread y p ro cessing stud ies fro m hund red s o f clinical For personal use only sites live to d ay, with a substantial p ip eline o f new g o -
Slide 22: New signed contract value increased – a record every quarter
COMMERCIAL MOMENTUM New signed contract value increased – a record every quarter For personal use only +314% US$3.5m 17 Growth in quarterly signed contract value Record contracted value in the latest New client agreements signed in a single over five quarters quarter alone (A$5.1m)1 quarter TCV of n
Slide 23: Major landmark institutions
BIGGER CUSTOMERS, BIGGER CONTRACTS Major landmark institutions The mix is shifting toward larger, higher-quality, multi-year agreements with globally recognised health systems – the kind of names For personal use only that validate the platform and anchor future expansion. US$1.5m US$1.2m US$250k Pe
Slide 24: Signed contracted revenue growth; costs have fallen
FINANCIAL MOMENTUM Signed contracted revenue growth; costs have fallen Post Conditional Placement, a clear path to break-even; contracted value has risen every quarter while operating costs have been For personal use only reduced by ~30% over past year. Contracted TCV is a leading metric to cashflow
Slide 25: OEM integrations unlock a faster time to market
THE BREAKTHROUGH OEM integrations unlock a faster time to market Historically, selling enterprise software into hospitals took 18 – 24 months. Through direct integrations with major imaging platforms For personal use only that hospitals already own, customers have a straightforward and validated dep
Slide 26: Transaction Overview
For personal use only Transaction Overview Enlitic, Inc. | Strictly Confidential | Figures in USD millions unless stated. 26
Slide 27: Capital raising summary
OFFER DETAILS Capital raising summary Placement seeking to raise ~A$15 million, via the issue of ~3,750 million new CHESS Depositary Interests ("New CDIs") at the Placement Offer Price (defined below) subject to: ‒ shareholder approval at an Extraordinary General (Special) Meeting (“EGM”) expected
Slide 28: Capital raising summary (continued)
OFFER DETAILS Capital raising summary (continued) As announced to ASX on 24 December 2025, Enlitic secured commitments for a capital raise of A$8 million through the issue of 8,000,000 secured convertible notes (“Convertible Notes”). A summary of the existing terms of the Convertible Notes can be
Slide 29: Sources and Uses
OFFER DETAILS Sources and Uses For personal use only SOURCES OF FUNDS A$m Conditional Placement proceeds1 15.0 • Research and Development: Further development of Enlitic’s core technology platform and further development Total Sources 15.0 of our migration technology • Quality and Regulatory: Mainta
Slide 30: Capital structure overview following the transaction
OFFER DETAILS Capital structure overview following the transaction Pro-forma post Conditional • Key assumptions: For personal use only As at 30 June 2026 (A$m) Placement (A$m) ‒ All relevant approvals (including shareholder Cash ~2.91 ~17.9 approvals) obtained and conditions satisfied Convertible No
Slide 31: Timetable
OFFER DETAILS Timetable1 EVENT DATE (2026) For personal use only Trading halt Wednesday, 1 July Conditional Placement bookbuild opens Wednesday, 1 July Conditional Placement bookbuild closes Wednesday, 1 July Record Date for SPP 7:00pm (AEST), Thursday, 2 July Announcement of results of Conditional
Slide 32: Post Conditional Placement & Conversion: A clear path to break-even
FUNDED FOR GROWTH Post Conditional Placement & Conversion: A clear path to break-even Rising contracted revenue and a falling cost base produce a visible crossover point. Record contracted revenue converting into For personal use only receivables and operating cash flow. POST TRANSACTION NEXT QUARTE
Slide 33: The growth engine: OEM channels and integrations are expanding
THE GROWTH ENGINE OEM channels and integrations are expanding. The foundations for a multi-billion-dollar market are built. For personal use only THE UNLOCK THE FOUNDATION 8 OEM agreements. Ensight SaaS is where 6 live integrations. ENL's true value lies. 983 sites onboarded. Every deployment is a d
Slide 34: Near-term milestones and value drivers
NEAR-TERM CATALYSTS Near-term milestones and value drivers POST TRANSACTION 3Q 2026 4Q 2026 YEAR-END 2027 For personal use only IMMEDIATELY POST PIPELINE VISIBILITY & IMMINENT SCHEDULED VALUE TRGGERS TRANSACTION CONVERSION +256 sites expected to go live Fully funded Drive multi-year Ensight next-gen
Slide 35: Key Risks
For personal use only Key Risks Enlitic, Inc. | Strictly Confidential | Figures in USD millions unless stated. 35
Slide 36: Key Risks
Key Risks This Appendix describes some (but not all) of the key risks associated with an investment in Enlitic, together with risks associated with the Offer. Enlitic is subject to a number of risks both specific to Enlitic’s business activities and of a general nature, which may, either individuall
Slide 37: Key Risks (continued)
Key Risks (continued) ASX quotation For personal use only There is no guarantee that ASX will grant quotation of the New CDIs under the Conditional Placement and/or SPP. Going concern risk The ability for the Company to continue as a going concern is dependent on the successful completion of the Con
Slide 38: Key Risks (continued)
Key Risks (continued) Risks specific to Enlitic For personal use only Use of artificial intelligence in Enlitic’s product offering The Company’s product offering relies on the use of artificial intelligence (AI) in data management applications. The use of AI in Enlitic’s product offering can lead to
Slide 39: Key Risks (continued)
Key Risks (continued) For personal use only Failure to realise benefits from product research and development Developing software and technology is expensive and often involves an extended period of time prior to any return on investment (if at all). The continued investment in innovation and relate
Slide 40: Key Risks (continued)
Key Risks (continued) For personal use only Ability to attract and retain skilled staff Enlitic’s long term growth and performance is dependent on attracting and retaining highly skilled staff, particularly in Enlitic’s management and product development teams. Despite having structured incentive pr
Slide 41: Key Risks (continued)
Key Risks (continued) For personal use only Investment highly speculative Prospective investors should consider that an investment in Enlitic is highly speculative and should consult their professional advisors before deciding whether to apply for CDIs under the Offer. The CDIs carry no guarantee wi
Slide 42: Key Risks (continued)
Key Risks (continued) Protection of intellectual property rights For personal use only The protection of the intellectual property relied upon by Enlitic is critical to its business and commercial success. The value of many Enlitic products depends on granted patents, trademarks, and other intellect
Slide 43: Key Risks (continued)
Key Risks (continued) For personal use only Unforseen expenditure Expenditure may need to be incurred that has not been foreseen by Enlitic, which may adversely affect the expenditure proposals of Enlitic and its proposed business plans. Litigation, disputes and claims Enlitic may be subject to liti
Slide 44: Key Risks (continued)
Key Risks (continued) For personal use only Compliance with laws and regulations Given the nature of the Company’s business, it is subject to a wide range of legal and regulatory requirements which are constantly evolving, including privacy laws and intellectual property laws in numerous jurisdictio
Slide 45: Key Risks (continued)
Key Risks (continued) For personal use only Taxation The acquisition and disposal of CDIs will have tax consequences, which will differ depending on the individual circumstances of each investor. Investors are urged to obtain independent tax advice about the consequences of acquiring and disposing o
Slide 46: International Offer Restrictions
For personal use only International Offer Restrictions Enlitic, Inc. | Strictly Confidential | Figures in USD millions unless stated. 46
Slide 47: International Offer Restrictions
International Offer Restrictions For personal use only This document does not constitute an offer of New CDIs of the Company in any jurisdiction in which it would be unlawful. In particular, this document may not be distributed to any person, and the New CDIs may not be offered or sold, in any count
Slide 48: International Offer Restrictions (continued)
International Offer Restrictions (continued) For personal use only United Kingdom This document has not been delivered for approval to the Financial Conduct Authority in the United Kingdom and no prospectus (within the meaning of Regulation 21 of The Public Offers and Admissions to Trading Regulatio