Archtis Ltd. · ASX:AR9
Archtis — Q1 FY2027 Earnings Presentation
12 slides from Archtis's earnings presentation, Oct 28, 2026
Slide 1: Q1 FY2027 Quarterly Report
rsonal use only Q1 FY2027 Quarterly Report Quarter ended 30 September 2026 ASX:AR9 | OTCQB:ARHLF Daniel Lai, CEO and Managing Director Kurt Mueffelmann, Chief Strategy Officer and U.S. President www.archTIS.com
Slide 2: Q1 FY27 at a Glance
Q1 FY27 at a Glance Quarter ended 30 September 2026: a leaner, higher-margin business after the Spirion integration rsonal use only FINANCIAL OPERATIONAL • U.S. DoD: A$315K services contract; $13.3M $3.6M 79% • Australian Defence: $3.2M Kojensi renewal & ARR Revenue Gross margin services • US/EU all
Slide 3: Financial Summary (Unaudited)
rsonal use only Financial Summary (Unaudited) A$M Q1 FY27 vs PCP OPERATING EXPENSES SINCE SPIRION, A$M 6.9¹ Annual recurring revenue 13.3 3.3x 6.2 5.3 Revenue 3.6 +140% 4.4 Gross margin 79% +4 pts Operating expenses 4.4 −17% QoQ Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Customer receipts 5.3 +579% • Third con
Slide 4: Progress Since the Spirion Acquisition
Progress Since the Spirion Acquisition December 2025 quarter (first full quarter combined) vs September 2026 quarter rsonal use only Customer receipts Operating Staff costs paid Operating Gross margin payments expenses Dec 2025 Dec 2025 Dec 2025 Dec 2025 Dec 2025 $1.6M $7.3M $5.7M $5.9M¹ 76% Sep 202
Slide 5: Allied Defence Momentum
rsonal use only Allied Defence Momentum NC PROTECT KOJENSI NC PROTECT U.S. Department of Australian Department of US/EU Military Alliance Defense Defence • A$315K services contract (Oct • $3.2M 12-month renewal from 1 • ~A$416K initial award for 2026), the second DoD-funded July 2026 (incl. GST) CY2
Slide 6: From Best of Breed to DSPO Control Plane
From Best of Breed to DSPO Control Plane rsonal use only Discovery Classification Orchestration Automation Protection Encryption Collaboration • Data Source • Data type • Centralised ABAC • Dynamic Access & • Add-on encryption and • Policy-Based Access • Dynamic Policy inventory (on-prem, based secu
Slide 7: DSPM Informs you. DSPO Enforces it.
DSPM Informs you. DSPO Enforces it. Data Security Policy Orchestration One policy authority across every data source, platform, identity and AI agent. DSPO ENTERPRISE EDITION Four modules plus Compliance Assurance rsonal use only COMPLIANCE ASSURANCE Everything the modules already record, plus frame
Slide 8: Spirion AI Guardrails
AWARD – OCTOBER 2026 Spirion AI Guardrails Data Security Innovation of the Year Governing the data that trains enterprise AI, before it reaches the model rsonal use only 1 Discover 2 Classify 3 Remediate 4 Audit Find training data across Scan against company and Remove, quarantine or Versioned scan
Slide 9: Extending Reach Through Partners
rsonal use only Extending Reach Through Partners TRUSTED DATA INTEGRATION + PEXIP CERTIFICATION Clearance-based access control for secure video NIST FIPS 140-3 (Oct 2026) Validated Sept 2026 (CMVP #5251), a requirement for U.S. federal and defence procurement RECENT PARTNER • Mattermost Available no
Slide 10: FY27 Priorities
FY27 Priorities Where we are focused rsonal use only THE FOUNDATION ENTERING FY27 • Close the DoD enterprise licence expected in the December 2026 quarter 79% Gross margin, up from 75% a year ago • ARR growth through U.S., Australian, UK and European defence and government licensing. Non-defence Ent
Slide 11: Q&A
rsonal use only Q&A www.archTIS.com
Slide 12: Disclaimer
Disclaimer This presentation has been prepared by archTIS Limited (ACN 123 098 671) (“archTIS” or “the Company”). It rsonal use only contains summary information about the Company and its activities current as at the date of this presentation and should be read in conjunction with the Company’s othe