Slide 1: 2026 Full Year Results Presentation
2026 Full Year Results Presentation IMDEX FY26 Results Presentation Delivering the strongest financial year in IMDEX history
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation may contain certain ‘forward-looking statements’ to differ materially, including but not limited to retention of key business & projections provided by or on behalf of IMDEX limited (IMDEX). relationships, environmental impacts & claims, operational & exe
Slide 3: Agenda
Agenda FY26 Overview 4 IMDEX FY26 Results Presentation FY26 Financial Performance 11 FY27 Outlook & Corporate Strategy 23
Slide 4: FY26 Overview
FY26 Overview IMDEX FY26 Results Presentation Iron ore mine, India
Slide 5: Our purpose as a leading mining technology & earth science company
Our purpose as a leading Capture High-quality rock data mining technology & earth at the source, every time science company is to efficiently & sustainably unlock the earth's value. Analyse Turn rock data into orebody insights at scale IMDEX FY26 Results Presentation We enable customers to find, def
Slide 6: FY26 Financial Highlights
FY26 Financial $520m Group Revenue Up 21% on FY25 (up 23% on a constant currency basis) FY25 $431m Highlights Record revenue growth converted into margin $179m EBITDA Reported Up 38% on FY25 (up 42% on a constant currency basis) FY25 $130m expansion $163m EBITDA Normalised1 Up 29% on FY25 (up 33% on
Slide 7: FY26 Financial Highlights
FY26 Financial Highlights 83% Cash Conversion1 Normalised2 Strong working capital discipline maintained during growth phase FY25 95% Strong cash generation continues to fund growth, innovation and deliver superior $199m Net Debt3 $186m increase in net debt, after drawing down to fund acquisitions FY
Slide 8: IMDEX’s Integrated Physical-to-Digital Platform
IMDEX’s Integrated Physical-to-Digital Platform Connecting the orebody from data generation through to decision intelligence One Platform, Two Growth Engines Drill Site Technologies (DST) & Digital Earth Knowledge (DEK) Physical Technologies Digital Technologies Decision Intelligence Platform Connec
Slide 9: FY26 Strategic Highlights
FY26 Strategic Highlights DST and DEK unifying and compounding value for customers The global reach of our customer service network ensures our customers are supported anywhere in the world, both on -site and online Scaling growth, technology and value for customers • Record share of wallet 1 - $2.4
Slide 10: FY26 Sustainability Highlights
FY26 Sustainability Highlights Strengthening governance, enhancing productivity and preparing for climate disclosures Strong Foundations Product Leadership Sustainable Customer Solutions Strengthening ESG governance & controls Innovating for sustainable impact Measurable customer sustainability outc
Slide 11: FY26 Financial Performance
FY26 Financial Performance IMDEX FY26 Results Presentation Core tray with marked core
Slide 12: Key Performance Metrics
Key Performance Metrics Record financial performance creates capacity to invest, grow and deliver sustainable returns Revenue EBITDA Reported EBITDA Normalised Performance demonstrates the $520m $179m $163m scalability and continued improvement in earnings FY25 $431m FY25 $130m FY25 $126m • Record r
Slide 13: Revenue Performance (1)
Revenue Performance (1) Revenue growth demonstrated strong market share gains 850 47% 50 800 43% • Unlocking growth from five years 45 750 of fleet connectivity strategy 700 38% 37% 38% 40 650 600 33% 35 • Revenue growth of 15% 5-year CAGR relative to 550 +15% CAGR 520 exploration budgets 1 growth o
Slide 14: Revenue Performance (2)
Revenue Performance (2) Multiple growth levers deliver 15% 5-year revenue CAGR 850 1.0 • Expanded technology portfolio 800 750 0.9 enhancing customer productivity 700 0.8 and decision intelligence 650 600 • Platform enabled hardware demonstrates five years of 0.7 550 digitising the fleet translating
Slide 15: Acquisition Revenue Contribution
Acquisition Revenue Contribution Strong organic growth complimented by targeted acquisitions • Acquisitions contributed $17m +4% revenue +17% 17 520 72 503 ~$51m +21% Full year equivalent2 contribution from acquisitions • Acquisitions expanded IMDEX’s technology 431 portfolio, digital capability and
Slide 16: Revenue by Segment
Revenue by Segment All segments outperforming market activity DST - Americas DST - APAC +18% CAGR +9% CAGR +25% +13% 212 207 260 158 188 78 96 115 111 105 118 115 FY21 FY22 FY23 FY24 FY25 FY26 FY21 FY22 FY23 FY24 FY25 FY26 • Activity is at all time highs underpinned by copper demand and strong gold
Slide 17: EBITDA Normalised
EBITDA Normalised Margin expansion highlights the leverage in the IMDEX business model +2% 31% 31% • EBITDA normalised increased 30% 29% 29% 29% 29% exceeding revenue 200 growth of 21% 180 +29% • EBITDA normalised margin expanded to 31%, 160 CAGR 17% reflecting operating leverage 140 • Growth in pla
Slide 18: Research and Development (R&D)
Research and Development (R&D) Investing through the cycle to strengthen technology leadership and future growth R&D Investment across Horizons 1 10% 100 9% 8% 9% 8% FY26 Investment in R&D 80 maintained within 8-10% of 60 revenue 41 43 40 33 36 37 • R&D investment maintained IMDEX’s 20 commitment to
Slide 19: Capital Expenditure
Capital Expenditure Meeting customer demand for next-generation technologies 85 13% 13% 14 80 11% 12 75 69 10 Capital expenditure on target 70 8% 65 7% 8 13 60 57 • Capital expenditure increased to $69m, 6 55 supporting long-term growth forecast 10 4 50 45 2 • Current investment is building a larger
Slide 20: Cash Flow
Cash Flow Strong operating cash flow continues to support growth Operating Investing Financing FX $126m ($250m) $124m ($2m) 163 (10) (15) (12) 183 (69) (14) 43 41 $m’s (45) (2) (181) 1 Opening Cash Normalised Tax NWC Other PPE & Acquisitions Borrowings Dividends Other FX Closing Cash IMDEX FY26 Resu
Slide 21: Balance Sheet
Balance Sheet Funding strategic growth whilst maintaining balance sheet discipline $m (unless indicated otherwise) 30 JUN 2026 30 JUN 2025 Cash 41 43 Balance sheet deployed to expand Receivables 132 100 IMDEX’s technology capability Inventory 67 59 through targeted acquisitions Fixed assets 147 116
Slide 22: Capital Management
Capital Management Refreshed capital management 1 optimising growth and shareholder returns Organic and Innovation led growth Operating Efficiency Capital Productivity R&D investment ~10% of revenue Net Operating Cash Flow Maintain Strong Balance Sheet Target Leverage range of 1.0-1.5x2, with abilit
Slide 23: FY27 Outlook & Corporate Strategy
FY27 Outlook & Corporate Strategy IMDEX FY26 Results Presentation Underground core sample collection
Slide 24: FY27 Industry Macro Update
FY27 Industry Macro Update Structural industry drivers continue to strengthen IMDEX’s opportunity set Commodity Prices Supply & Demand Exploration Budgets STRONG STRUCTURAL DEFICIT INVESTMENT GROWING Gold and copper prices remain at attractive levels, Declining reserves, lower discovery rates and Gl
Slide 25: FY27 Outlook
FY27 Outlook External tailwinds favourable; Internal growth levers significantly expanded IMDEX GROWTH LEVERS MARKET TAILWINDS REMAIN FAVOURABLE Trusted Advisory Productivity led demand Integrated physical and digital solutions continue to deepen Customers are increasingly investing in technologies
Slide 26: FY27 Strategic Priorities
FY27 Strategic Priorities Disciplined Execution Invest in IMDEX’s Integrated Physical-to-Digital Platform Capture Market Growth Scale DEK across IMDEX Meet the market where it is Accelerate software and advisory growth. Deepen Customer Relationships Expand geotechnical capability Strengthen trusted
Slide 27: IMDEX Long-Term Growth Strategy
IMDEX Long-Term Growth Strategy Multiple growth levers support continued expansion across exploration, production and adjacent markets Share of Wallet Market Share 02. • Expand customer value through a broader Market Share • Maintain technical leadership by investing in next technology portfolio gen
Slide 28: IMDEX is building a high-quality, more diversified earnings platform
IMDEX is building a high-quality, more diversified earnings platform Integrated • Market leading portfolio spanning sensors, software, analytics and AI-enabled solutions Physical-Digital • Integrated physical to digital platform embeds IMDEX deeper into customer operations and decision making Platfo
Slide 29: Appendix
Appendix IMDEX FY26 Results Presentation NOVAxG data in HUB-IQ, IMDEX Test Drill Site, Trondheim
Slide 30: Reconciliation - Significant items
Reconciliation - Significant items ($m) FY26 FY25 EBITDA NPAT EBITDA NPAT Normalised EBITDA & NPAT 162.6 58.6 126.4 43.2 Gross Tax Net Gross Tax Net Integration expenses related to the acquisitions of Integration Expenses (15.2) 3.5 (11.7) - - - ESA/Datarock/Krux. Gain on remeasurement of previously
Slide 31: Board of Directors
Board of Directors Anthony Wooles Sally-Anne Layman Tracey Arlaud Non-Executive Chair Non-Executive Director Non-Executive Director IMDEX FY26 Results Presentation Our board boasts extensive expertise in mineral exploration, mining, and technology, actively contributing to our strategic planning. Uw
Slide 32: Executive leadership team
Executive Paul House Shaun Southwell leadership team Managing Director & Chief – Exploration & Chief Executive Production Officer Shane Plant Dr Michelle Carey Chief Commercial Chief - Digital Earth Officer Knowledge IMDEX FY26 Results Presentation Introducing our Dr Dave Lawie Kiah Grafton accompli
Slide 33: Corporate calendar
Corporate calendar 17 August 2026 Release of FY26 results and Sustainability Report 17 – 20 August 2026 FY26 Roadshow 16 October 2026 FY26 Annual General Meeting Key dates 26 October 2026 Investor Strategy Day IMDEX FY26 Results Presentation 33