Spectur Ltd. · ASX:SP3
Spectur — Investor Presentation (May 2026)
30 slides from Spectur's investor presentation, May 2026
Slide 1: Market Update May 2026
Market Update MAY 2026 1 S P E C T U R L I M I T E D ( A SX :S P 3) | M AY 2 0 2 6
Slide 2: Disclaimer
Disclaimer This document has been prepared as a summary only and does not contain Although the Company believes that its expectations reflected in these all information about Spectur Limited (the “Company”) — including its assets, forward-looking statements are reasonable, they involve risks and unc
Slide 3: Executive Summary
Executive Summary 3 S P E C T U R L I M I T E D ( A SX :S P 3) | M AY 2 0 2 6
Slide 4: Executive Summary: Spectur's Strategic Framework
Executive Summary Spectur’s Strategic Framework Spectur is undergoing a structural transformation – pivoting from a hardware led surveillance provider to a solar-first operational intelligence platform. Spectur has built a strong base across construction, SENSE. Our solar-powered systems infrastruct
Slide 5: Investment Thesis
Investment Thesis Transitioning from hardware provider to operational intelligence platform large installed base enables high-margin recurring revenue expansion Spectur's Platform Advantage Monetisation Growth in remote, off-grid infrastructure monitoring Transition to software, analytics and manage
Slide 6: The Market Problem: Target Verticals
The Market Problem Target Verticals Our target verticals share several common characteristics Public Safety, Telcos Beaches & Waterways & Critical Infrastructure Large geographic footprints Government agencies responsible Operators responsible for large- for monitoring public spaces such scale infra
Slide 7: Business Model Transition
Buisness Model Transition Historical Model Future Model Hardware-led surveillance deployments Platform-led operational intelligence Recurring software Project and rental revenue and service revenue Fragmented technology stack Unified enterprise platform Opportunistic sales Structured vertical market
Slide 8: Strategic Pillars
Strategic Pillars Over the next 12 - 36 Months Spectur will focus on six strategic pillars Commercial Growth Platform and Al Operational Excellence across defined vertical Modernisation and Cost Discipline markets Edge Al Hardware Security, Compliance Strategic Mergers Platform & Manufacturing and G
Slide 9: Our Strategic Goals and Target Outcomes
Our Strategic Goals Target Outcomes Spectur will operate as: Significant enterprise sales led growth in future Revenues › Solar-first infrastructure provider for remote and off-grid Increasing % of revenues from recurring sources AI monitoring deployments › Sovereign enterprise platform operating wi
Slide 10: Strategy in Action: +$1.7M in wins
Strategy in Action HIGHLIGHTS | MAY 2026 | PART 1 POC deployed late H1 FY26 Early results validating effectiveness in real-world "Marquee clients across public safety, telco, conditions with immediate results government and critical infrastructure are scaling POC expansion with 6 systems on order fo
Slide 11: Strategy in Action
Strategy in Action HIGHLIGHTS | MAY 2026 | PART 2 NEW SALE LOCAL GOVERNMENT NEW SALE LOCAL GOVERNMENT Mobile trailer solution investment AI fixed camera solution — tender awarded Rapid-deploy surveillance capability Fixed infrastructure deployment across shire Supports council operations and events
Slide 12: Strategy in Action
Strategy in Action HIGHLIGHTS | MAY 2026 | PART 3 NEW SALE LOCAL GOVERNMENT EXPANSION LOCAL GOVERNMENT CEO engaged at conference Remote council surveillance deployment new customer win Off-grid solar camera solution Cold outreach to PO in one cycle Monitoring of distributed council assets $12K 3+ ca
Slide 13: About Spectur
About Spectur 13 S P E C T U R L I M I T E D ( A SX :S P 3) | M AY 2 0 2 6
Slide 14: About Spectur
About Spectur Spectur delivers autonomous Our Vision monitoring infrastructure and operational intelligence for remote, To harness the power of natural resources to make autonomous distributed and infrastructure- sensing, thinking and action available anywhere, anytime. constrained environments. Our
Slide 15: What we do
What we do System System Armed Output Spectur designs, manufactures Alarm System Desktop Data Analytics OFF ON and operates solar-powered, off-grid edge infrastructure that The Cloud enables reliable monitoring and operational intelligence in distributed and infrastructure-constrained Digital Modula
Slide 16: Autonomous Solutions That Sense, Think, Act.
Autonomous Solutions That Sense, Think, Act. Spectur’s platform is built on a unified Sense-Think-Act architecture that transforms remote infrastructure into intelligent, autonomous systems capable of delivering operational intelligence at the edge. SENSE. THINK. ACT. Our solutions first SENSE the e
Slide 17: No Power, No Cable, No Delays
No Power, No Cable, No Delays Autonomous Operational Intelligence Rugged Design & Engineering Safety & surveillance Engineered for extreme, remote & coastal environments AI-driven intelligence Industrial-grade hardware with high IP-rated dust & water protection Environmental monitoring Designed to A
Slide 18: Solutions as a Service
Solutions as a Service Asset Critical Illegal Emergency Maritime Project Shark Safety Environmental Protection Infrastructure Dumping Beacons Safety Management monitoring Defense Remote and rapid Combine with Enabling authorities With integrated Provide the Review progress of deployment for Includin
Slide 19: Key Strengths
Key Strengths Industrial-Grade Hardware Engineering Autonomous Edge Infrastructure Spectur hardware is engineered and assembled in Australia to operate reliably across harsh Spectur deploys purpose-built edge hardware that operates as autonomous environmental conditions including remote infrastructu
Slide 20: Customers we Serve
Customers we Serve Bringing a wealth of experience to Spectur, the team is cementing Built on a foundation of professionalism, reliability, and Spectur’s place as leaders in security, safety and productivity platforms innovation, Spectur delivers proven solutions that meet that sense, think and act.
Slide 21: Market Strategy
Market Strategy 21 S P E C T U R L I M I T E D ( A SX :S P 3) | M AY 2 0 2 6
Slide 22: Market Drivers
Market Drivers Six macro dynamics will define the landscape over the next 12–36 months: With AI commoditisation, competitive advantage shifts toward enterprise-grade platforms with AI commoditisation secure data architecture, workflow integration Increasing need for Rapid advancement Rising demand f
Slide 23: Target Verticals: Why This Matters
Target Verticals Why This Matters Spectur has an established deployment footprint across industries where monitoring requirements strongly align with its core strengths Sustainable growth requires Spectur to move beyond in solar-powered, off-grid and rapidly deployable infrastructure. opportunistic
Slide 24: Rental Market Segregation
Rental Market Segregation Spectur is segmenting its rental business through the launch of Solarcam, a dedicated, standalone brand targeting price sensitive construction and temporary deployment markets. This strategy: Separates low-cost, high-volume rental from the core Spectur platform Enables a fi
Slide 25: Company
Company 25 S P E C T U R L I M I T E D ( A SX :S P 3) | M AY 2 0 2 6
Slide 26: Leadership Team
Leadership Team ANTHONY SCHMIDT MALCOLM VAN STADEN ALEX BECKITT NADEESHA FERNANDO Chief Executive Officer Engineering Manager Operations Manager Management Accountant Anthony is an experienced executive Malcolm is a results driven Engineering Alex is an experienced operations and Nadeesha is a Certi
Slide 27: The Board
The Board DARREN COOPER MARCO DA SILVA SANTO CARLINI SUZIE FOREMAN Non-Executive Chairman Non-Executive Director Non-Executive Director Company Secretary Accomplished executive with over 20 years’ Marco da Silva is a senior executive with With over 30 years of extensive industry Chartered accountant
Slide 28: Investment Highlights
Investment Highlights Over 15 years of experience in solar powered AI-driven protection, safety, Growing recurring revenue base with and warning solutions >60% of revenues recurring and high margin products. Proven product-market fit, >2,900 devices deployed and >600 Positioned for sustainable, prof
Slide 29: Investment Highlights Timeline
Investment Highlights Timeline Nov 2009 2019 Aug 2020 Dec 2022 Mar 2026 Business launched Strategic shift to Launched STA6 platform, Announced acquisition Banana as Uwatchit Pty Ltd, ‘Sense, Think, Act’ a revolutionary edge/cloud of 3 Crowns Apr 2025 Shire Council focusing on the domestic solutions;
Slide 30: See it all, Secure it all.
C ONTACT DE TAIL S See it all, Anthony Schmidt, CEO Email: investors@spectur.com.au Phone: 1300 802 960 Website: spectur.com.au ASX Code: SP3 Secure it all. 30 S P E C T U R L I M I T E D ( A SX :S P 3) | M AY 2 0 2 6