Straker Ltd · ASX:STG
Straker — Coffee Microcaps Morning Meeting (October 2025)
13 slides from Straker's conference presentation, Oct 31, 2025
Slide 1: ASX Announcement – Coffee Microcaps Investor Presentation
ASX Announcement Straker Limited (ASX: STG) – Coffee Microcaps Investor Presentation Auckland, New Zealand – October 31, 2025 – Straker Limited (ASX: STG), a global leader in AI- powered translation solutions attaches an investor presentation that CEO Grant Straker will deliver to the Coffee Microca
Slide 2: The AI Re-Rate Opportunity
Straker (ASX:STG) For personal use only The AI Re-Rate Opportunity A profitable AI technology company trading at services-company multiples. Could the $28M IBM partnership change everything. Oct 31, 2025
Slide 3: Profitable, strong balance sheet and cash flow positive
Profitable, strong balance sheet and cash flow positive ASX:STG FY25 Results (April 2024 – March 31 2025) $44.9M $4.8M Register Analysis Revenue Adj. EBITDA For personal use only FY26 Guidance $38-41m FY26 positive Adj EBITDA Institutions Retail 25% $12.9M $3.4M 34% Operating Cash Flow Cash in bank
Slide 4: Record Profitability Meets Tier 1 Validation
Record Profitability Meets Tier 1 Validation Global Giant For personal use only Partnerships European Tier 1 Software Company ($4.9M**, Aug 2025): Secured major contract, through superior AI- powered translation and verification platform. IBM ($28M*, Oct 2025): Not just renewal—a major expansion int
Slide 5: Unique AI-Powered Cloud
Unique AI-Powered Cloud We’re an AI technology company For personal use only AI-Powered Translation Bespoke AI Model AI Verification Proprietary Tiri Models trained on Development Our crucial data moat. Expert our unique data deliver superior We co-build Small Language human verification creates a a
Slide 6: Is this an AI Re-Rate Opportunity?
Is this an AI Re-Rate Opportunity? AI-native technology companies trade at significant valuation multiples due to their scalability, high margins, and large For personal use only addressable markets. Straker's fundamentals—profitability, proprietary technology, and Tier 1 partnerships—align with hig
Slide 7: Our 2024 Vision: We Predicted the AI Shift
Our 2024 Vision: We Predicted the AI Shift At the March 2024 Coffee & Micro Caps presentation, we laid out our vision for how AI would fundamentally disrupt the For personal use only $60B translation industry. We didn't just observe the trends—we positioned ourselves to lead them. 01 02 03 Industry
Slide 8: Our 2025 Reality: Vision to reality
Our 2025 Reality: Vision to reality Our FY25 results and recent wins are the direct result of executing on that vision. Every prediction has become our competitive advantage. For personal use only Predicted: Margin Increase Predicted: Consolidation Reality: Record profitability in FY25 with signific
Slide 9: The AI Investment Tsunami
The AI Investment Tsunami 14% Context Matters During the SaaS revolution (2008-2015), total VC investment was For personal use only 2020 AI VC Share approximately $225B. That capital completely rewrote 90% of the world's Of total US VC funding—produced today's translation AI applications over seven
Slide 10: Deep Dive: The $28M IBM AI Partnership
Deep Dive: The $28M IBM AI Partnership From vendor to AI development partner For personal use only This three-year, $28M contract represents a fundamental shift. We're not providing translation services—we're co- building IBM's AI future and embedding our technology into the Watson ecosystem. Co-bui
Slide 11: Go-to-Market: Embedded in Enterprise Workflows
Go-to-Market: Embedded in Enterprise Workflows This partnership transforms our distribution model. We're moving from service provider to embedded technology within the For personal use only IBM AI ecosystem, scaling our reach to IBM's global enterprise customer base. Tiri Agents Powered by Watson Wa
Slide 12: Thank you
Thank you For personal use only Grant Straker grant@straker.ai www.straker.ai ASX.STG
Slide 13: Disclosure statement
Disclosure statement This presentation contains general information about Straker Ltd. and its activities as of 31 October 2025. The information is provided in summary form and does not purport to be complete. It is not intended to be relied upon as advice to investors or potential investors and doe
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