Somnomed Limited · ASX:SOM
Somnomed — Investor Presentation (February 2026)
20 slides from Somnomed's investor presentation, Feb 27, 2026
Slide 1: Investor Presentation Half-Year 2026 Results
Investor Presentation Half-Year 2026 Results February 2026 Treatment focused. Technology driven.
Slide 2: Disclaimer
Disclaimer This document has been prepared as a summary only and does not contain all information about SomnoMed Limited’s (the Company’s) assets and liabilities, financial position and performance, profit and losses and the rights and liabilities attaching to the Company’s securities. This document
Slide 3: Half-Year 2026 Results
Half-Year 2026 Results 1. 1H FY26 Highlights 2. Financials 3. Operations update 4. FY26 outlook
Slide 4: 1H FY26 Highlights
1H FY26 Highlights Revenue EBITDA1 Capex $60.7m $7.8m $3.4m +13% vs pcp2 +35% vs pcp of vs pcp of of $53.7m $5.8m $1.4m Operating cash Free cash Cash balance flow3 flow4 $18.0m $2.5m ($0.9m) +4% vs vs pcp of $2.7m vs pcp of $1.3m 30 June 2025 of $17.3m Figures throughout the presentation are denomin
Slide 5: SomnoMed's Opportunity
SomnoMed's Opportunity VISION INVESTMENT HIGHLIGHTS A world where our oral appliance Significant total addressable market with 900+ million individuals therapy is the standard of care for sleep suffering from OSA globally. apnea treatment. Increasing consumer awareness, growth in GLP-1 drugs, and de
Slide 6: Half-Year 2026 Results
Half-Year 2026 Results 1. 1H FY26 Highlights 2. Financials 3. Operations update 4. FY26 outlook
Slide 7: Record Half Year Revenue
Record Half Year Revenue Revenue growth +13% • Record 1H FY26 revenue of $60.7m • Revenue growth of +13% vs pcp. $61m • Continued strong growth across Europe and +19% $54m North America. $45m Earnings growth • EBITDA1 of $7.8m (+$2.0m vs pcp), with margin improving from 11% in 1H FY25 to 13% in 1H F
Slide 8: Regional revenue highlights
Regional revenue highlights Europe North America APAC +17% $33m +11% $28m $25m +11% +32% $24m $22m $17m +16% -4% $4m $4m $3m 1H 1H 1H 1H FY24 1H FY25 1H FY26 1H FY24 1H FY25 1H FY26 1H FY24 1H FY25 1H FY26 © February 2026 SomnoMed 8
Slide 9: Profit or loss summary
Profit or loss summary Revenue $m 1H FY26 1H FY25 % • Double digit growth in Europe and North America. Revenue 60.7 53.7 +13% • Driven by robust demand, continued capacity uplifts, Gross margin 37.2 33.1 +13% and reduction in turnaround time. Sales and marketing expenses (11.8) (11.0) +7% Administra
Slide 10: Balance sheet summary
Balance sheet summary $m 31 December 2025 30 June 2025 Cash Cash and cash equivalents 18.0 17.3 • Increased balance sheet strength with positive Trade and other receivables 18.2 18.5 operating cash flow $2.5m1. Inventories 7.6 7.4 Property, plant and equipment 7.1 7.0 Intangible assets 21.7 21.5 Rig
Slide 11: Cash flow summary
Cash flow summary $m 1H FY26 1H FY25 EBITDA1 7.8 5.8 One-off expenses Movement in working capital and other non-cash (2.3) (1.5) • Relates to cash settlement of prior year and Tax paid (0.6) (0.3) current year one-off cost provisions. One-off expenses (0.8) - Operating cash flow (before leases) 4.1
Slide 12: Half-Year 2026 Results
Half-Year 2026 Results 1. 1H FY26 Highlights 2. Financials 3. Operations update 4. FY26 outlook
Slide 13: 1H FY26 Operational Highlights
1H FY26 Operational Highlights Progressed • Increased manufacturing capacity by more than 20% Manufacturing • Production TAT improved by over 50% from June Expansion 2025 to December 2025 Strengthened • Appointed two new senior executives to strengthen global leadership capability, Senior including
Slide 14: Leadership Strengthened with Key Appointments
Leadership Strengthened with Key Appointments Nathan Minnich: Chief Marketing Officer (US based) • Extensive global commercial and marketing leadership experience • Deep expertise across dental, sleep, and medical technology sectors • Senior leadership roles at Treace Medical Concepts, LivaNova, and
Slide 15: Rest Assure®
Rest Assure® • FDA cleared Rest Assure® as the first oral device with built-in compliance monitoring. • Clearance includes the oral device and software platform incl. patient app, physician platform, docking station and cloud systems. • Continuing review of FDA feedback for optimal design of propose
Slide 16: Half-Year 2026 Results
Half-Year 2026 Results 1. 1H FY26 Highlights 2. Financials 3. Operations update 4. FY26 outlook
Slide 17: Strategy and Outlook
Strategy and Outlook FY25 FY26 FY27 and beyond Execution and Sustainable Stabilisation and delivery – year of growth and innovation reset investment • Financial: >10+% EBITDA1 People and culture: build a high • Financial: sustainable revenue margins performing team and culture of and margin growth
Slide 18: Reaffirming FY26 guidance
Reaffirming FY26 guidance Revenue EBITDA1 Capex2 $119m-$126m $10m-$12m $6m-$8m vs. $91.7m FY24 vs. $0.6m FY24 1 EBITDA excludes leases payments of between $3m-$3.5m for full FY26, share/option expenses, unrealised foreign exchange gain/(loss), one-off costs and discontinued operations. 2 Capex spend
Slide 19: Q&A
Q&A
Slide 20: Thank You
Thank You For further information please contact: Investor Relations: IR@somnomed.com.au © February 2026 SomnoMed 20