Decidr Ai Industries Ltd · ASX:DAI
Decidr Ai Industries — Q4 FY26 Earnings Presentation
30 slides from Decidr Ai Industries's earnings presentation, Aug 6, 2026
Slide 1: Q4 FY26 Investor Webinar Presentation (ASX Release)
ASX Release 6 August 2026 Q4 FY26 Investor Webinar Presentation Decidr AI Industries Ltd (ASX: DAI) (“DAI” or “the Company”), an agentic AI enablement group and 100% owner of Decidr.ai Pty Ltd (“Decidr”) and Sugarwork, Inc. (“Sugarwork”) via Decidr US, provides the accompanying investor presentation
Slide 2: Every organization is about to run on AI. Decidr makes it operational.
For personal use only Every organization is about to run on AI. Decidr makes it operational. Q4 FY 26 Investor Update 6 August 2026
Slide 3: For personal use only
For personal use only 2 The forward-looking statements included in these materials involve No representation, warranty or assurance (express or implied) is given or subjective judgement and analysis and are subject to significant made in relation to any forward-looking statement by any person uncert
Slide 4: Accelerating growth, disciplined execution
For personal use only 3 Accelerating growth, disciplined execution 71% AER growth on March 2026 1.7x the prior qtr $13.6M 7.5x Year-on-year AER growth Q4 FY26 vs Q4 FY25 $23.4M Cash at 30 June, up from $17.2M Annualised exit-rate revenue AER) at 30 June 2026 6 Consecutive quarters of growth A$
Slide 5: Financials & Revenue Model
Operational AI starts with services and 4 deployment, then scales into software and For personal use only marketplace economics over time. 01 Financials & Revenue Model
Slide 6: Six quarters of successive growth
Progress 5 71% $13.6M For personal use only Six quarters of successive growth Annualised revenue exit rate has shown consistent growth with Partnerships driving underlying performance YTD 100% $8M $13.6m 1.7x 7.5x Annualised exit rate Q4 FY26 over Q3 FY26 Year-on-year growth at 30 June 2026 QoQ gr
Slide 7: A funded balance sheet and a disciplined AI-enabled cost base
For personal use only Progress 6 A funded balance sheet and a disciplined AI-enabled cost base Decidr utilises frontier technology to capture, activate, and commercialise the tacit knowledge that enterprises run on. US-weighted go-to-market Customers in production Enterprise expansion Sales and mark
Slide 8: Growth capital goes to North America
For personal use only Focus 7 Growth capital goes to North America Over the next 12 months a disproportionate share of commercial investment will be directed to the US. UNITED STATES AUSTRALIA The growth engine The operating core ● Fastest enterprise AI adoption, deepest partner ● Core R&D capabilit
Slide 9: A focused roadmap, chosen for commercial impact
Revenue lines 8 A focused roadmap, chosen for commercial impact For personal use only Product investment concentrates on four lines that convert directly to revenue. Sugarwork + Rumi Embedded Partners Commercial Resellers BetaOS Making tacit knowledge Co-build agentic apps for Reselling Sugarwork &
Slide 10: Knowledge capture as GTM wedge
For personal use only Knowledge capture as GTM wedge 9 Knowledge Capture creates immediate value…and reveals what should happen next We solve a visible customer problem first, then build from the evidence and opportunities the work reveals. ENTRY POINT / GTM VISIBLE VALUE GTM EXPANSION 01 Clear Prob
Slide 11: How we expand
How we expand 10 Starting with high-value service, For personal use only expanding through operational Operational AI Platform deployment and scaling through Operational AI Platform marketplace economics Routes each task to the right executor Sovereign Model Sovereign Model Training Training Fine-tu
Slide 12: We start where reliable, auditable execution matters most
For personal use only GTM focus 11 We start where reliable, auditable execution matters most Tacit knowledge, partner incentives, audit dependency, compound into durable client retention PRIORITY SECTORS PRIORITY MARKETS Markets where the regulatory and political Tier 2 & 3 SaaS - Compounding partne
Slide 13: Performance Recap
Confidential / Copyright © 12 Performance For personal use only Recap 01 Macros Tacit knowledge, Sovereignty, Orchestration 02 Six quarters of continuous growth 03 Funded balance sheet 04 Shrinking cost base AI enabled) 05 US Optionality
Slide 14: Ecosystem-led growth model: Partnerships update
Ecosystem-led growth model 13 Partnerships update For personal use only Expanding enterprise distribution and scaling partner-led AI applications New Partnerships Existing Partnerships Tier 1 APAC System Integrator Teaming agreement executed across APAC, establishing a channel to embed and resell Su
Slide 15: Opportunity
14 AI alone doesn’t run a business. Decidr turns AI into operational execution. For personal use only 02 Opportunity
Slide 16: The real TAM is the US$10T of enterprise labour spend
For personal use only TAM 15 The real TAM is the US$10T of enterprise labour spend, not the software budget Deterministic, AI-enabled workflows are better, faster and cheaper than Probabilistic AI or Agentic AI drives the humans. productivity agenda through US$10T software spend. US$160B Annual En
Slide 17: Our Approach: Operational AI turns tacit knowledge into structured workflows
Our Approach 16 DAIʼs Operational AI turns tacit operational knowledge into structured For personal use only workflows that can be executed, improved and reused AI TOOLS/MODELS BUSINESS Probabilistic Thinking) Deterministic Execution) 01 Capture 02 Coordinate 03 Compound Sugarwork) DecidrOS Ag
Slide 18: AI Assistants vs. Decidr
AI Assistants vs. Decidr 17 What about ChatGPT, Claude and Copilot? For personal use only They are assistants. A person asks, they answer. Decidr is the layer that runs work across the business. AI ASSISTANTS DECIDR Help a person work Runs the business ChatGPT Claude Copilot One platform. Every mode
Slide 19: Why we are different
Why we are different 18 Why we are different For personal use only AI costs fall up to 10x a year. That expands our margin and squeezes every layer beneath us. CATEGORY WHAT YOU OWN WHEN AI GETS CHEAPER DECIDR The layer that runs a business on AI. Built Every price drop lowers our cost to execute. W
Slide 20: The atomization of work: the market is ready for operational AI
For personal use only The atomization of work 19 The market is ready for operational AI 83% want AI in core processes. Only 2% have been able to operationalise it at scale. 01 02 03 Pressure on Infrastructure Costs Enterprise Adoption Enterprise Budgets is Accelerating Are Moving Into Production Bus
Slide 21: Strategies are still taking shape when it comes to AI
20 For personal use only Latest AI Readiness Research Confidential / Copyright © Strategies are still taking shape when it comes to AI Only 1 in 3 SMEs and 1 in 2 Enterprises have a formalised roadmap 47% = 31% 7% Experimenting 19% but don't have a formal strategy 3% Clear AI strategy 4% and roadm
Slide 22: Concentration of knowledge is a risk
21 Latest AI Readiness Research Concentration of knowledge is a risk; almost half of AU businesses For personal use only face regular challenges due to few employees knowing key workflows How often they face challenges due to few employees knowing key workflows 45% FACE REGULAR CHALLENGES 34% 32% 20
Slide 23: Why we win
For personal use only Why we win 22 We help businesses put AI to work with four connected concepts Agentically running a business requires capturing how work really gets done, breaking it into reliable steps, using the right tool for each task, and staying in control of the system the entire time. C
Slide 24: Customers want AI transformation but need a practical place to begin
23 For personal use only The AI entry is knowledge Confidential / Copyright © Customers want AI transformation—but need a practical place to begin Across customer conversations and delivery work, a consistent pattern is emerging. 01 02 03 04 The ambition is broad The starting point is Organisational
Slide 25: Sugarwork in action
Sugarwork in action 24 Deliberate Ambient For personal use only How it works Tacit Knowledge Capture • Buried expertise • Guided interview platform • AI assisted interviews Tacit Knowledge Capture • Always-on, knowledge in-flight • Translate data & expertise to business outcomes in 6090 days Your
Slide 26: Where Decidr Sits
25 Where Decidr Sits For personal use only Everyone else helps employees use AI while Decidr helps businesses run on it In a market crowded with point solutions, Decidr gives organizations an end-to-end system for reliable execution. END-TO-END SYSTEMS Employee Tool-Kits Operational Ecosystems Copil
Slide 27: Designed to Win
For personal use only Designed to Win 26 Decidr is built for a layer no incumbent owns yet Operator-facing, vendor-neutral, audit-by-construction, and designed to run end-to-end across the business. FOUNDATION FRAMEWORKS VENDOR AI CLOUD INFRA OPERATIONAL OpenAI · Anthropic · LangChain · CrewAI · Cop
Slide 28: US Board
For personal use only US Board 27 David Brudenell Jenny Fielding Vanessa Liu Vinny Lingham Executive Chair Non Executive Director Non Executive Director Non Executive Director Davidʼs 20 years of international executive roles have Based out of NYC, Jenny Fielding brings a wealth of Past president of
Slide 29: Management Team
28 Management Team For personal use only Paul Chan Michael Cindric Penny Diamantakiou Eric Chu Co-CEO, Chief Innovation Officer CTO CFO CTPO, Sugarwork Paul founded Pureprofile in 2000, raising capital from large With extensive experience across high profile projects, Penny Diamantakiou is a finance and
Slide 30: Operational AI will change what organizations can do
For personal use only AI changed what software can know. Operational AI will change what organizations can do. Decidr is building that future today.