Slide 1: Business overview and FY2026 business update
Senetas Corporation Limited Business overview and FY2026 business update 8 May 2026
Slide 2: FY2026 Business Update
FY2026 Business Update
Slide 3: Valuation context
Valuation context ▪ Market capitalisation: ▪ Balance sheet composition • ~A$40m (@ 7 May 2026) • Cash and Menlo investment represent a significant majority of market ▪ Consolidated cash: capitalisation • ~A$20.9m (@ 7 May 2026) ▪ Implied market perspective ▪ Investment in Menlo Security: • Limited v
Slide 4: Business Outlook and Drivers
Business Outlook and Drivers 1. Balance sheet 2. Operating business 3. Market environment 4. Business position momentum ▪ High assurance ▪ Increasing demand ▪ Consolidated cash network encryption for sovereign ▪ Recent contract balance of ~A$20.9m solutions encryption completions and entry capabilit
Slide 5: Highlights post HY2026 reporting
Highlights post HY2026 reporting ▪ In March 2026 the Australian based former holding company of the Votiro business received the final cash payment from Menlo in relation to the sale of the Votiro business following clearance of those funds by Israeli tax authorities − The final cash amount received
Slide 6: Outlook
Outlook ▪ The additional sale into the Middle Eastern region, and our first sale into the South American market are significant because they reflect the progress Senetas is making in conjunction with our global distribution partner, Thales, in targeting new markets to expand the global distribution
Slide 7: Outlook
Outlook ▪ The indirect investment in Menlo Security Inc. shares continues to represent a significant growth asset that is expected to create increasing value for Senetas shareholders – Menlo continues to grow its annual recurring revenue which surpassed US$140 million in its financial year to Januar
Slide 8: About Senetas
@SENETAS About Senetas
Slide 9: Company Overview
Company Overview Proven Track Record Over 25 years securing sensitive data across 60+ countries. Global Reach, Local Expertise Deployed in partnership with Thales, a global leader in advanced technologies. Defence & Industrial-Grade Solutions Australian-designed and manufactured encryption and secur
Slide 10: Corporate Structure
Corporate Structure Capital Structure Share Price History Share Price (7 May 2026) $2.40 $5.0 $4.5 Shares Outstanding 16,577,389 $4.0 Market Capitalisation (A$m) ~40.0 $3.5 Cash as at 31 December 2025 (A$m) 6.7 $3.0 Debt as at 31 December 2025 (A$m) 2.9 $2.5 Net Asset Backing per share (31 December
Slide 11: Clients
Clients Our clients trust us with their most sensitive data, and we maintain strict confidentiality. Our cybersecurity solutions are used by a variety of organisations, including: ▪ United States government agencies, ▪ Multi-national technology companies defense organisations and law ▪ Multi-nationa
Slide 12: Our Strengths
Our Strengths Specialising in innovative defence-grade high speed network encryption and secure file sharing solutions. Certified High Quantum- Architecture- Crypto-Agility performance ready agnostic architecture By leading Predictable Future-Proof Data Seamlessly deploy Dynamic independent maximum
Slide 13: Trusted Technology for Sensitive Environments
Trusted Technology for Sensitive Environments Network Encryptors: CN Series Secure File Sharing: SureDrop by Senetas • High performance • Secure by design, provides ease of use without • Post-quantum ready compromising performance • Crypto-agile, platform agile, network agile • Fully encrypted workf
Slide 14: Encrypting Data in Motion
Encrypting Data in Motion Encrypting data as it moves from the field and army headquarters, between data centers, to the last mile, and up to the cloud Remote High Speed Data Workforce Encryption Internet Data High Speed Data Center, Encryption Disaster Recovery, Cloud Army HQ High Speed Data Encryp
Slide 15: Security Certifications
Security Certifications Validated by Independent authorities to international standards Level 3 Series EAL 2+ Series CN4000 EAL 4+ Restricted Secret CN6000 Green CN4000 CN9000 NDcPP CN6000 Level 1 CN9000 CN7000 15
Slide 16: Network Encryption portfolio
Network Encryption portfolio CN4010/CN4020 CN6010 CN6110* CN9100/9120 CN6140 CN7000 CV1000 Compact desktop enclosure 1U rack mount enclosure 1U rack mount enclosure 1U rack mount enclosure 1U rack mount enclosure Platform Agile Virtual Network Function 100/1000Mbps (scalable 100/1000Mbps (scalable 1
Slide 17: Network Encryption Use Cases
Network Encryption Use Cases Government & Public Sector Critical Infrastructure ▪ Classified data transmission between government ▪ SCADA and ICS data protection in energy, utilities, and agencies or embassies transport networks ▪ Secure inter-agency communications for public safety and ▪ Secure tel
Slide 18: Menlo Overview
Menlo Overview ▪ In February 2025, Senetas announced the sale of the Votiro operating business to Menlo Security Inc (Menlo). The transaction was structured as a sale by Votiro Cybersec Global (Australian incorporated Votiro parent company) of its wholly owned operating subsidiary companies ▪ The co
Slide 19: Thank you
Thank you senetas.com
Slide 20: About Senetas Corporation Limited
About Senetas Corporation Limited Senetas is an Australian-founded defence technology company providing high-assurance cybersecurity solutions to defence, government, and critical infrastructure organisations in more than 60 countries. Our technologies deliver certified quantum-resistant network enc
Slide 21: Disclaimer
Disclaimer This presentation ("Presentation") has been prepared by Senetas Corporation Limited (“Senetas“ or “the Company”) for the sole purpose of providing general and background information on the Company. Nothing contained in this Presentation is or should be relied upon as a representation as t