Ainsworth Game Technology Limited · ASX:AGI

Ainsworth Game Technology — H1 2026 Earnings Presentation

28 slides from Ainsworth Game Technology's earnings presentation, Aug 26, 2026

  1. Slide 1: Investor Presentation: Results for the 6 months ended 30 June 2026

    Investor Presentation Results for the 6 months ended 30 June 2026 26 August, 2026 Ainsworth Game Technology Limited ABN 37 068 516 665 | ASX Code: AGI1

  2. Slide 2: Disclaimer

    Disclaimer IMPORTANT NOTICE • This presentation has been prepared by Ainsworth Game Technology Limited ACN 068 516 665 (AGT) in good faith. No express or implied warranty is given as to the accuracy or completeness of the information in this document or the accompanying presentation. All statutory r

  3. Slide 3: Agenda

    Establishing the Foundation for Future Success Financial Summary Agenda Segment Performance and Product Highlights Consolidated Results Conclusion / Outlook 3

  4. Slide 4: Establishing the Foundation for Future Success

    Establishing the Foundation for Future Success Expanded Raptor Historical Horse Racing Disciplined AI Adoption Hardware Lineup Significant System Expanding Development Capacity Enhancements in 2026 10,000+ Units Connected 4

  5. Slide 5: Raptor Hardware Lineup

    Raptor Hardware Lineup Released 2024 Released 2025 Released 2026 Raptor A849 Raptor A832 Raptor A865 (Portrait) (Dual-Screen) (Portrait) Released in 2024, the A849 is The A832 Dual-Screen features triple Ainsworth’s high performing single 32” HD IPS monitors, an oversized screen cabinet featuring a

  6. Slide 6: Disciplined AI Adoption is Compounding Capacity Across the Entire Enterprise

    Disciplined AI Adoption is Compounding Capacity Across the Entire Enterprise Engineering & Development 100% of developers enabled with agentic AI coding tools, GOVERNANCE accelerating feature delivery and code quality across all studios AI Steering Committee A cross-functional executive committee Ar

  7. Slide 7: Financial Summary

    Financial Summary Financial Summary

  8. Slide 8: H1CY26 Financial Summary

    H1CY26 Financial Summary Summary of Results • Underlying profit before tax (excluding currency and one-off items) was $4.7m for the 6 months ended 30 June 2026 (“Current period”), representing a decrease from the $13.9m for the 6 months ended 30 June 2025 (“PCP”). • Revenue decreased by 23% compared

  9. Slide 9: Regional Results & Product Highlights

    Regional Results & Product Highlights Segment Performance and Product Highlights 9

  10. Slide 10: North America Performance

    North America Performance 44% Summary of Results Overall AGT Revenue in H1CY26 • Revenue declined in the current period reflecting a drop in sales volume compared to the PCP. On a constant currency basis, the revenue for this period was $57.5m compared to revenue of $83.1m in the PCP • The increase

  11. Slide 11: Overview of North America Land Based Product Segments

    Overview of North America Land Based Product Segments HHR Class 3 Class 2 VLT • Large recurring footprint + • Largest addressable market • Ainsworth has strong • Presence in regional system connection fee performing legacy footprint route markets provide steady revenue • Key Focus Area for NA Game •

  12. Slide 12: North America Product Highlights

    North America Product Highlights New Class 3 Raptor A849 Releases Starting to Rebuild Operator Confidence Dragon Legacy family launched in late May (Class 3 Markets) Ranked #1 and #2 on June 2026 Eilers Report (Top 25 NEW Core Video) Performance (1) Performance (1) 2.12x 1.96x Dragon Legacy Class 2

  13. Slide 13: North America Key Upcoming Products & Goals

    North America Key Upcoming Products & Goals H2CY26 Key C3 Game Family Releases Strategic Goals • Rebuild operator trust in single screen Raptor product roadmap with consistent theme release Q3 2026 Q3 2026 cadence in H2CY26 • Launching Raptor test bank program at participating partner properties to

  14. Slide 14: Asia Pacific (Australia, NZ and Asia) Performance

    Asia Pacific (Australia, NZ and Asia) Performance 32% Overall AGT Revenue in H1CY26 Summary of Results • Improved revenue contributions mainly within Australia due to the continued momentum of the A-Star Raptor dual-screen cabinet and the successful release of the A-Star Raptor single-screen cabinet

  15. Slide 15: Asia Pacific Product Highlights

    Asia Pacific Product Highlights Raptor A865 launched in H1CY26; Hybrid Technology provides Strong early performance is sustaining ultimate operator flexibility! Key APAC Game Families Released in H1CY26 The introduction of Ainsworth's patent-pending Hybrid Technology represents a significant innovat

  16. Slide 16: Latin America & Europe Performance

    Latin America & Europe Performance 22% Summary of Results Overall AGT Revenue in H1CY26 • Revenue decreased 20% compared to PCP, primarily due to lower-than-expected sales in key markets in the region affected by geopolitical events • Segment profit percentage improved to 26% (PCP: 23%), as lower pr

  17. Slide 17: Latin America & Europe Product Highlights

    Latin America & Europe Product Highlights Chart-Topping Cabinet Performance Raptor A849 ranks as #1 cabinet in South America with an index of 2.90x House Average A-Star Curve ranks as #1 cabinet in Mexico and #5 in South America with an index of 1.97x House Average LATAM Growth Opportunities A832L C

  18. Slide 18: Ainsworth Interactive

    Ainsworth Interactive 2% Overall AGT Revenue in H1CY26 6 months 6 months 6 months ended ended ended Current period vs Current period vs 30 Jun 2026 30 Jun 2025 31 Dec 2025 PCP Prior half In millions of AUD (Current period) (PCP) (Prior half) Revenue 2.3 2.8 2.4 (0.5) (0.1) Gross Profit 2.3 2.8 2.4 (

  19. Slide 19: Consolidated Results

    Consolidated Results Consolidated Results 19

  20. Slide 20: Profit & Loss Summary

    Profit & Loss Summary 6 months 6 months 6 months ended ended ended Current period vs Current period vs 30 Jun 2026 30 Jun 2025 31 Dec 2025 PCP Prior half In millions of AUD (Current period) (PCP) (Prior half) Domestic revenue 34.8 30.8 27.9 4.0 6.9 International revenue 81.7 121.3 110.8 (39.6) (29.1

  21. Slide 21: Reconciliation: (Loss) / Profit Before Tax to EBITDA & Underlying EBITDA

    Reconciliation: (Loss) / Profit Before Tax to EBITDA & Underlying EBITDA 6 months 6 months 6 months ended ended ended Current period vs Current period vs 30 Jun 2026 30 Jun 2025 31 Dec 2025 PCP Prior half In millions of AUD (Current period) (PCP) (Prior half) Reconciliation: (Loss) / profit before t

  22. Slide 22: Operating Costs

    Operating Costs 6 months 6 months 6 months 6 months ended 30 Jun 6 months ended 30 ended ended ended Current period vs Current period vs 2026 at pcp currency Jun 2026 at prior 30 Jun 2026 30 Jun 2025 31 Dec 2025 PCP Prior half basis half currency basis In millions of AUD (Current period) (PCP) (Prio

  23. Slide 23: Net Profit Bridge – H1 2025 to H1 2026

    Net Profit Bridge – H1 2025 to H1 2026 Summary of Results • The decrease in product sales in the current period was primarily driven by lower sales volumes across North America and Latin America/Europe, and partially offset by sales growth in Asia Pacific. • The decline in gaming operations revenue

  24. Slide 24: Balance Sheet

    Balance Sheet In millions of AUD 30-Jun-26 30-Jun-25 31-Dec-25 Total assets 399.9 435.1 419.2 Net assets 326.2 356.4 328.7 Total debt 20.8 11.4 23.5 Net (debt) / cash (8.5) 1.4 (11.8) Debt Ratios 30-Jun-26 30-Jun-25 31-Dec-25 Debt ratio (Total liabilities / Total assets) 18% 18% 22% Debt to equity r

  25. Slide 25: Cash Flow Statement

    Cash Flow Statement 6 months 6 months 6 months ended ended ended Current period vs Current period vs 30 Jun 2026 30 Jun 2025 31 Dec 2025 PCP Prior half In millions of AUD (Current period) (PCP) (Prior half) Net cash generated from / (used in) operating activities 8.9 (4.7) (6.5) 13.6 15.4 Proceeds f

  26. Slide 26: Conclusion / Outlook

    Conclusion / Outlook 26

  27. Slide 27: Ainsworth Group Summary Highlights

    Ainsworth Group Summary Highlights H1CY26 01 02 $4.7m $8.5m Underlying profit before tax Net debt position for the 6 months ended Compared to $11.8m as 30 June 2026 of 31 December 2025 (excluding currency and one-off items) 03 04 $8.9m 37% Positive operating cash flow Recurring revenue driven by our

  28. Slide 28: Thank you!

    Thank you! Ainsworth Game Technology 10 Holker St, Newington NSW www.agtslots.com *All trademarks, logos and brand names are the properties of their respective owners 28

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