Bcal Diagnostics Limited · ASX:BDX
Bcal Diagnostics — FY2026 Earnings Presentation
29 slides from Bcal Diagnostics's earnings presentation, September 2026
Slide 1: FY 2026 Results
FY 2026 Results Chief Executive Officer Anne -Louise Arnett Chair Jayne Shaw SEPTEMBER 2026
Slide 2: BCAL Diagnostics
BCAL Diagnostics Transforming early cancer detection Markets 200+BREASTEST plus tests Addressing significant unmet need in sold since launch breast, pancreatic, and ovarian cancer, Australian leader with incidence expected to rise to 4M BCAL is a healthcare company new cases annually by 2040.** Aust
Slide 3: Anne-Louise (Annie) Arnett
Anne -Louise (Annie) Arnett New leadership to drive commercial scale–up 25+ years in medical technology Senior commercial and operational leadership across diagnostics, capital equipment and regulated product portfolios. Built an ANZ business from inception GM ANZ at Arthrex: stood up direct operati
Slide 4: FY26 highlights & financials
FY26 highlights & financials
Slide 5: FY26 Highlights
FY26 Highlights Transitioned to a broader early cancer detection platform with national infrastructure and referral pathway established and funding secured for FY2027 New CEO appointed with Anne-Louise Arnett joining to lead commercial scale-up and execution. BREASTEST Monitor in development with in
Slide 6: FY26 Profit & Loss
FY26 Profit & Loss A$000’s FY26 FY25 Change Revenue from customers 183 22 161 • Customer revenue at $183,000 (FY25: $22,000). Other income 2,369 2,813 (444) • Other income declined to $2.37m, down $0.44m (primarily Total income 2,551 2,835 (284) R&D tax offset). Research & development (4,625) (4,458
Slide 7: FY26 Balance Sheet
FY26 Balance Sheet A$000’s FY26 FY25 Change • Cash closed at $1.59m, down $2.94m year-on-year. BCAL has Cash and cash equivalents 1,587 4,523 (2,936) further commitments of $4.9m (year end) on the convertible note on which it has drawn a further $2.5m subsequent to year Tax receivables 2,304 2,584 (
Slide 8: Product portfolio
Product portfolio
Slide 9: BREASTESTplus Product & Market Development
BREASTESTplus Product & Market Development Advanced from initial commercial rollout to a broader breast cancer diagnostics platform, with real-world insights, referral pathways and clinical infrastructure now informing the next-generation product. Now available in 20 clinics, supported by 90 doctors
Slide 10: Avantect Pancreatic & Ovarian
Avantect ® Pancreatic & Ovarian Launched in Australia in January 2026, establishing BCAL’s second early cancer detection portfolio via its partnership with ClearNote Health. Early commercial activity commenced, with 90 tests performed and $136,000 revenue generated to date. National access expanded
Slide 11: Platform and infrastructure
Platform and infrastructure
Slide 12: BCAL's Diagnostics Platform
BCAL’s Diagnostics Platform Building a scalable blood-based diagnostics platform across cancer detection, recurrence monitoring and complementary molecular diagnostics Portfolio Infrastructure Growth strategy • BREASTESTplus : breast cancer rule-out • Sonic Healthcare and Healius pathology • Expand
Slide 13: Infrastructure Access Pathway
Infrastructure Access Pathway Building scalable access through established healthcare workflows 1 2 3 4 5 Clinical education Referral software Digital access Pathology networks Governed follow-up GP, specialist and KOL Referral forms EarlyDetection.com.au National sample Designed to reduce engagemen
Slide 14: Earlydetection.com.au
Earlydetection.com.au Launched in January 2026, EarlyDetection.com.au provides a digital access pathway for patient education, risk assessment and clinician-led referral to BCAL’s early cancer detection tests. HOW IT WORKS Why it exists Platform activity to date Visit EarlyDetection.com.au Patient a
Slide 15: Market access strategy
Market access strategy
Slide 16: FY26 Milestones
FY26 Milestones Progress against key commercial, clinical and platform milestones On track/ In progress Delayed Completed Q1 Q2 Q3 Q4 Expand BREASTESTplus footprint across Melbourne and Brisbane; initiate regional rollout program Sydney market launch of Avantect® Ovarian and Pancreatic tests: Launch
Slide 17: National Reimbursement Strategy for Avantect Pancreatic
National Reimbursement Strategy for Avantect Pancreatic MSAC Pathway Feb 26 Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan 27 Feb Mar Apr May Jun Jul Aug Sep Define Scope & PICO Pre-App MSAC Engagement SoCR & Application Prep MSAC Application Lodgment Response – requesting further information Requested
Slide 18: Identifying High-risk Patients to National Adoption
EVIDENCE, ACCESS & Identifying High -risk SCALE 5 Patients to National CLINICIAN-LED Scale nationwide Build Australian data, progress FOLLOW-UP Adoption 4 access pathways and expand through oncology, specialist, breast clinic and GP networks. Generate real-world evidence BCAL BLOOD-BASED Positive si
Slide 19: Opportunity
Opportunity
Slide 20: Addressing High-growth Global Markets in Cancer Diagnostics
Addressing High -growth Global Markets in Cancer Diagnostics Breast cancer 8% CAGR reaching $40.7B by 2034* US$20.1B1 US$4B2 Pancreatic cancer 7.2% CAGR Ovarian cancer 6.6% CAGR US$1.9B3 1Breast Cancer Diagnostics Market Size, Share, and Trends 2025 to 2034, https://www.precedenceresearch.com/breast
Slide 21: Partnerships and clinical advisory
Partnerships and clinical advisory
Slide 22: Advocacy & Clinical Partners
Advocacy & Clinical Partners BCAL FY26 Results Investor Presentation 22
Slide 23: Expert Clinical Advisory Boards
Expert Clinical Advisory Boards BREAST CANCER PANCREATIC & OVARIAN Prof Jas Samra One of Australia’s most experienced pancreatic surgeons; collaborator, Australian Pancreatic Cancer Genome Initiative Dr David Speakman OAM Prof Bruce Mann Dr Corinne Ooi Chair, Clinical Advisory Board Director of Brea
Slide 24: Investment summary and outlook
Investment summary and outlook
Slide 25: Strategic Investment in Genetic Signatures
Strategic Investment in Genetic Signatures 18.5% strategic shareholding provides a potential pathway to broaden BCAL’s diagnostics platform and future growth optionality Broader Diagnostics Complementary Commercial & Future Growth Platform Capability Market Reach Optionality • Exposure to infectious
Slide 26: BCAL Investment Summary
BCAL Investment Summary Early cancer Large & growing Scalable access Commercial and Leadership and detection portfolio global markets platform clinical catalysts funding in place Blood-based tests Addressing National referral BREASTESTplus 2 Experienced across breast, significant unmet infrastructur
Slide 27: Outlook
Outlook 1 Pilot trials of BREASTESTplus 2. 2 Increase commercial sales and referral volumes for Avantect® Pancreatic and Ovarian. 3 Progress clinical validation and commercial launch planning to broaden clinical value and support sales growth. 4 Advance BREASTESTplus 2 validation with Sonic Healthca
Slide 28: Disclaimer
Disclaimer This presentation (Presentation) has been prepared by BCAL Diagnostics The forward-looking statements are based on information available to BCAL Not An Offer Ltd ABN 51 142 051 223 (BCAL or the Company). as at the date of this Presentation. Circumstances may change and the This Presentati
Slide 29: Thank you.
Information portal about early cancer earlydetection.com.au detection. Access telehealth appointments with medical professionals. Thank you. Pancreatic cancer 7.2% CAGR For further Information Anne-Louise Arnett Jayne Shaw Chief Executive Officer Chair Aarnett@bcaldiagnostics.com Jshaw@bcaldiagnosti