Acusensus Ltd · ASX:ACE
Acusensus — Investor Presentation (February 2026)
25 slides from Acusensus's investor presentation, Feb 26, 2026
Slide 1: Half Year FY26 Results Presentation
Half Year FY26 Results Presentation 26 February 2026
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by and is being issued by Acusensus Limited (ASX:ACE) (Company or Acusensus) for information purposes only. Each recipient of this presentation is deemed to have agreed to accept the qualifications, limitations and disclaimers set out below. The informat
Slide 3: Agenda
Agenda Half Year FY26 Highlights Update on Business Operations Financial Performance Outlook Alexander Jannink Anita Chow Managing Director Chief Financial Officer Q&A 3
Slide 4: FY26 Half Year Highlights
FY26 Half Year Highlights | (@ acusensus
Slide 5: Increasingly Changing Behaviours and Saving Lives
Increasingly Changing Behaviours and Saving Lives Significant increase in the reach of Acusensus solutions, with demonstrated behaviour changes and outcomes 46% increase in the 0 fatalities in enforced 40% reduction in Qld 10,456 high-risk 3 number of deployed section of Minnesota’s unrestrained fata
Slide 6: New Contract Wins
New Contract Wins Continued new contract wins and expansions, leading to a record $212m of contract revenue remaining1 1H FY26 Key Contract Wins October 2025 Connecticut work zone speed program. Five year contract with value of ~US$22.6m October 2025 Expansion of existing speed contract to nearly do
Slide 7: Growth, Innovation and Efficiency
Growth, Innovation and Efficiency Record first half top line growth, new product launches, improving efficiency Significant revenue increases driven by the mobilisations Growing Strongly of the NZ$92m New Zealand mobile speed contract, the Western Australia distracted driving contracts, the 40% increase
Slide 8: Financial Highlights
Financial Highlights Stellar revenue growth, improving underlying profitability, strong balance sheet, resolution of litigation risk Revenue of Acusensus mobilised a significant volume of work in the half, increasing revenue by a record $11.5m1. $40.3m Up 40%1 Supporting existing and anticipated pipel
Slide 9: Business Operations Update
Business Operations Update (@ acusensus
Slide 10: Australia Enforcement - Market Progression
Australia Enforcement - Market Progression Deepening market penetration in Australia, underpinned by a track record in customer acquisition and account expansion Western Australia Queensland FY21 FY23 FY24 FY25 FY26 FY21 FY25 FY26 Mobile phone Transportable ~$9.3m1 ~$27.4m1 ~$16.6m1 WA Smart New tra
Slide 11: Australian Enforcement Segment Performance
Australian Enforcement Segment Performance The Australian business continued to deliver consistent top-line momentum, with adjusted EBITDA growth of 13% ● Acusensus supplies the majority of states and territories with a mix of speed, distracted driving, seatbelt enforcement and multi-function enforc
Slide 12: International Enforcement - USA Market Progression
International Enforcement - USA Market Progression A major 5 year contract in Connecticut for automated work zone speed joins the expanding number of states deploying Acusensus Real-Time enforcement technology for phone, seatbelt and speed enforcement REAL TIME DISTRACTED DRIVING (ALL VEHICLES) REAL
Slide 13: International Enforcement Segment Performance
International Enforcement Segment Performance International segment has transitioned to positive EBITDA and now accounts for 22% of group revenue New Zealand ● Five year mobile speed contract value estimated at NZ$92m with two optional extension periods of up to Revenue two years each. ● Contract fu
Slide 14: Forsite Segment Performance
Forsite Segment Performance Commercially validated recurring revenue model through the increase in deployed units since product launch in late 2025 Multi-year customers - Since the commercial launch at AfPA3, 26 Oct 25, Commercially Acusensus has developed multi-year contracts and structured pilots
Slide 15: Financial Performance
Financial Performance (@ acusensus
Slide 16: Financial Overview
Financial Overview Proven historical growth delivering record momentum and accelerated scale in 1H FY26 Revenue Gross Profit Adjusted EBITDA¹ % 5 % 7 % : 25 R: 2 :2 GR AG GR CA C CA (1) Adjusted EBITDA excludes one-off costs and SBP (share based payments) expense 16
Slide 17: Profit & Loss
Profit & Loss Revenue growth from contract wins and expansions, with continued reinvestment to support future growth opportunities Variance ($m) 1H FY25 1H FY26 $ % ● Revenue growth of 40% in 1H FY26, driven by new contracts in Revenue 28.8 40.3 11.5 40% Australia and internationally, increased scope
Slide 18: Revenue bridge
Revenue bridge Revenue growth mainly from new contracts, joined by improvement in existing contracts in Australia and internationally Revenue growth by segment Revenue growth by customer classification NZ mobile speed and WA International delivered trailer multi-function $9m of revenues or 22% of con
Slide 19: Segment Financial Performance
Segment Financial Performance Strong performance from established enforcement segments, international profitability, prudently investing for the future Enforcement segment Enforcement segment Decrease in shared Forsite revenue up Adj EBITDA up cost contribution by expenditure3 of $11.4m $2.6m 170bps
Slide 20: Balance Sheet
Balance Sheet Strong balance sheet strength to support future growth opportunities and investments in new solutions ($m) 31-Dec-24 30-Jun-25 31-Dec-25 Cash and cash equivalents (inc term deposits)¹ 30.3 21.5 41.0 ● The Company is well capitalised with $41.0 million cash balance Trade and other recei
Slide 21: Cashflow Bridge
Cashflow Bridge Positive operating cash flow of $1.3m and existing cash reserves were deployed into fixed assets and intangibles to drive future growth. A successful capital raise further strengthened the Company’s liquidity position Predominantly $28.8m Mainly driven by equity raise net of increase in
Slide 22: Outlook
Outlook (@ acu
Slide 23: The Acusensus Edge
The Acusensus Edge Acusensus has a rapidly expanding multi-national client base, long-term secure government contracts and significant advantages in the data, hardware, software, reputation and relationships required to deliver advanced enforcement at scale Mobile Phone Detection Comparison FY251 198
Slide 24: FY26 Outlook & Strategic Plan
FY26 Outlook & Strategic Plan Secured contracts to deliver strong top-line growth while continuing to pursue high value expansion opportunities ● FY26 revenue forecast of $83.0m - $87.0m reaffirmed ● Adjusted EBITDA forecast of between $7.2m - $8.2m ● Acusensus will continue to deliver on its strateg
Slide 25: Enquiries
Enquiries Anita Chow Chief Financial Officer, Acusensus Limited +61 408 261 554 Email: investor-relations@acusensus.com Simon Hinsley Investor and Media Relations +61 401 809 653 Email: simon@nwrcommunications.com.au