Slide 1: FY2025 Full Year Results
ASX: TAL I n ve s t or P r e s e n tation FY2025 Full Year Results February 2026 Real Time Healthcare Platform Awareness · Analysis · Action www.talius.com.au
Slide 2: Important Information & Disclaimer
Important Information & Disclaimer IMPORTANT NOTICE This presentation has been prepared by the management of Talius Group Limited (the ‘Company’) in connection with meetings with private and institutional investors, and not as specific advice to any particular party or person and without taking into
Slide 3: The Approaching Silver Tsunami
Demographic Forecast The Approaching Silver Tsunami Australia's aging population projection (2024 - 2066) 2026 Aged 85+ Surge 22% > 654 Total Population Growth Baby Boomers rapidly aging out of workforce 2066 | FUTURE STATE 2024 2030 | CRITICAL 2042 | ACUITY SPIKE 41M Australian population Boomers T
Slide 4: The Financial Imperative: Burden vs. Opportunity
Business Case The Financial Imperative: Burden vs. Opportunity Economic impact analysis and ROI projection with Talius technology Cost Drivers & Inefficiencies ROI Potential with Technology Major financial pressures on the sector Projected $20B savings by 20358 via Talius platform The Economic Burde
Slide 5: Value Proposition: What We Do
Value Proposition: What We Do Data-driven workflow platform delivering real-time visibility and actionable insights 1. Awareness Raw Data Stream 2. Analysis Actionable Insights 3. Action Data Ingestion Intelligence Layer Workflow Automation Seamless integration of IoT sensors to Advanced processing
Slide 6: FY2025 Strategic Milestones
FY2025 Strategic Milestones Executing the FY25 turnaround and positioning for scalable growth MAY 2025 JUN 2025 OCT 2025 DEC 2025 JAN 2026 Wesco Partnership Share Consolidation $4.0M Capital Raise New CEO Positive Operating Appointment Cash Flow Launched distribution Successfully completed 10- Compl
Slide 7: FY2025 Financial Highlights
FY2025 Financial Highlights Transformation delivering improved margins and recurring revenue growth Key Takeaways Annual Recurring Revenue Operating Cash Flow 1. Active Subscriptions: Active Subscriptions 20% YoY growth 51,150+ $3.3M Positive demonstrates accelerating platform adoption and increasin
Slide 8: Revenue Composition – FY24 vs FY25
Revenue Composition – FY24 vs FY25 Strategic transition from one-off hardware sales to recurring software revenue FY25 Revenue Mix Shift ($ Millions) Strategic Shift Away from Hardware Sales Hardware revenue declined 47.6% YoY as the business deliberately pivoted away from low- margin, one-off hardw
Slide 9: Recurring Revenue Momentum
Recurring Revenue Momentum Strong growth in Annualised Recurring Revenue (ARR) driven by SaaS adoption Active Subscriptions 51,150+ Growing Active devices on the Talius platform as of 31 Dec 2025. Average Price Per Device ~$64.50 Growth Drivers Improving customer retention Upsell from new modules St
Slide 10: Market Expansion Across the Care Continuum
Market Expansion Across the Care Continuum Unified platform spanning from preventative home care to acute hospital settings NEW VERTICAL Home Care Retirement Living Aged Care Childcare Hospitals Preventative monitoring & Independent living with High-acuity residential Safety monitoring & Acute care,
Slide 11: Customer Wins & Strategic Pilots
Customer Wins & Strategic Pilots Expanding footprint across key verticals with premium operators New Contract Wins Strategic Pilots Hato Hone St John New Win Uniting Care Home Care Major contract win with leading emergency ambulance service provider, Premium home care pilot leveraging Safer Smarter
Slide 12: FY2026 Strategic Priorities
FY2026 Strategic Priorities Execution roadmap to drive scalable growth and sustainable cashflow Primary Objectives Scalable Growth and Sustainable Cashflow Driven by increasing high-margin software revenue mix vs hardware. Supported by disciplined cost management and operational leverage. Building o
Slide 13: Total Addressable Market (Illustrative ARR Potential)
Total Addressable Market (Illustrative ARR Potential) Significant growth potential in core aged care markets with conservative penetration Australia United States Primary Domestic Market Key Expansion Market $63.7M $450M Potential ARR Potential ARR Scenario Assumptions Scenario Assumptions 10% Marke
Slide 14: Government Funding Tailwinds
Government Funding Tailwinds Policy tailwinds position Talius to capture market share as government funding drives home-care technology upgrades The new Aged Care Bill creates a mandated requirement for improved quality standards and digital compliance, directly incentivizing the adoption of technol
Slide 15: Corporate Snapshot
Corporate Snapshot Talius Group (ASX: TAL) Company Overview Board of Directors Established in 2012, Talius Group is a leading APAC Ramsay Carter Patrick Howard Greg Kennish technology provider for the aged care and healthcare Non-Executive Chairman Managing Director & CEO Non-Executive Director sect
Slide 16: Talius: Investment Summary
Talius: Investment Summary Compelling investment thesis supported by strong fundamentals and growth catalysts Scalable Growth and Sustainable Cashflow Recurring Revenue Growth Achieved 55% reduction in net loss in FY25 and positive operating cash Rapidly scaling high-margin SaaS revenue with $3.3M A
Slide 17: Thank You
Thank You Talius Group Limited ASX: TAL www.talius.com.au investors@talius.com.au Unit 1 & 2, 212 Curtin Avenue West, Eagle Farm, Queensland, 4009 17
Slide 18: References
References List of citations 1. Australian Nursing & Midwifery Journal (ANMJ). (July 2024). 9. ABC News / SA Labor. (December 2025). “Australia facing shortfall of over 70,000 nurses by 2035, report reveals.” “Aged care bed shortage: 800 beds delivered vs 10,600 estimated annual demand.” 2. ABC News