Biome Australia Ltd · ASX:BIO
Biome Australia — FY2026 Earnings Presentation
29 slides from Biome Australia's earnings presentation, Sep 15, 2026
Slide 1: FY26 Results & Company Presentation
Biome Australia FY26 RESULTS & COMPANY PRESENTATION For personal use only Biome Australia Australia’s #1 fastest-growing probiotic brand — clinically-backed, profitable, and scaling. September 2026 ASX: BIO BIOME AUSTRALIA · ASX: BIO 1
Slide 2: Our mission
For personal use only Biome Australia Group The Microbiome Health Company Our mission To prevent disease, improve health outcomes and quality of life, and make our products accessible to all
Slide 3: Profitable, clinically-differentiated, and scaling
Biome Australia INVESTMENT HIGHLIGHTS Profitable, clinically-differentiated, and scaling For personal use only Biome develops, owns and clinically validates proprietary probiotic strains, sold through pharmacy and practitioner channels under the Activated Probiotics® and Activated Therapeutics® bran
Slide 4: From start-up to Australia's fastest-growing probiotic brand
Biome Australia OUR JOURNEY From start-up to Australia’s fastest-growing probiotic brand For personal use only Revenue has compounded at ~75% a year from FY20 to FY26, with FY26 a record full year. FY20 FY26 $830k → $23.9m First full year of sales Revenue, +30% year on year Clinically-backed range S
Slide 5: Record results across every key metric
Biome Australia FY26 FINANCIAL SCORECARD Record results across every key metric For personal use only REVENUE ADJUSTED EBITDA NET PROFIT (PRE-TAX) $23.9m $2.0m $1.2m +30% vs FY25 +115% vs FY25 +453% vs FY25 GROSS MARGIN OPERATING CASH FLOW EPS 62.1% $1.6m 1.62 cents +1pp vs FY25: 61.1% FY25: $2.9m (
Slide 6: Earnings growing far faster than revenue
Biome Australia OPERATING LEVERAGE Earnings growing far faster than revenue For personal use only +30% +453% Revenue growth (PCP) Net profit (pre-tax) growth (PCP) Profit is compounding more than four times faster than revenue — with gross margin increased to 62.1% and tenth consecutive EBITDA-posit
Slide 7: Compounding revenue, now profitable
Biome Australia REVENUE TRAJECTORY Compounding revenue, now profitable For personal use only FY26 $23.9m Revenue · +30% on FY25 $2.0m Adj EBITDA (excl SBP) FY26 — Second full-year net profit. Ten straight EBITDA-positive quarters. FY20 to FY26 actual full-year revenue. BIOME AUSTRALIA · ASX: BIO 7
Slide 8: The path to success for FY27 (execution of Vision 27)
Biome Australia FY27 PRIORITIES The path to success for FY27 (execution of Vision 27) The platform is built and profitable. FY27 is about converting it to scale, focusing on key priorities: For personal use only Onshore manufacturing & margin Onshore production starts this month with Specialty Probi
Slide 9: Onshoring manufacturing — margin and working-capital upside
Biome Australia MANUFACTURING & MARGIN Onshoring manufacturing — margin and working-capital upside A binding supply & purchase agreement brings key manufacturing onshore — structurally lifting gross margin and releasing For personal use only working capital. Gross-margin uplift Working-capital relea
Slide 10: Gross margin against the businesses acquirers just bought
Biome Australia MARGIN BENCHMARK Gross margin against the businesses acquirers just bought Every business below was acquired in the past twelve months, except Life-Space. Margins are as last reported by each. For personal use only Biome 65%+ stated outlook 65.0% Biome Australia FY26 reported 62.1% L
Slide 11: A large market — significant growth headroom
Biome Australia MARKET OPPORTUNITY A large market — significant growth headroom For personal use only Global probiotics market ~US$75bn+ growing 7–9% p.a. Australian probiotics market ~A$600m ← significant headroom Biome today ~$24m* We hold a low-single-digit share of our home market today — with 7
Slide 12: Fastest-growing brand in pharmacy's biggest VMS category
Biome Australia MARKET POSITION Fastest-growing brand in pharmacy’s biggest VMS category (FY26) For personal use only #1 Biome Daily #1, Brand the highest growth in the Probiotic Products in Pharmacy category, all products in growth #2 Second-largest brand by revenue in professional vitamins categor
Slide 13: Practitioner Only - High Value - Solution driven
Biome Australia HOW WE WIN Practitioner Only - High Value - Solution driven For personal use only Practitioner endorsement drives full-margin growth 1 2 3 4 5 → → → → Practitioner Clinical Pharmacy purchase Scan data validates Category leadership education recommendation A pull model. Demand is crea
Slide 14: Two clinically-backed brand families
Biome Australia PRODUCT PLATFORM Two clinically-backed brand families The clinical moat competitors can’t replicate For personal use only • Practitioner-Only Activated Probiotics® Activated Therapeutics® Selective, clinically-validated formulations • 30+ randomised controlled trials on Condition-spe
Slide 15: The clinical moat competitors can't replicate
Biome Australia CLINICAL EVIDENCE The clinical moat competitors can’t replicate For personal use only • 30+ randomised controlled trials on Biome’s finished products. • Peer-reviewed publication, including in The Lancet. • Evidence across mood & sleep, immune & respiratory, skin, bone, cholesterol a
Slide 16: A proprietary strain in human clinical trial
Biome Australia LEAD ASSET — BMB18 A proprietary strain in human clinical trial For personal use only BMB18 — Probiotic · 100% Biome-owned · DSM registered • In-vitro results: immune modulation, oxidative-stress reduction, gut-barrier integrity. • 240-participant, double-blind, placebo-controlled RC
Slide 17: From 100 to a 7,500-store footprint
Biome Australia DISTRIBUTION From 100 to a 7,500-store footprint For personal use only ~7,500 ~12,000 8,000 Points of sale by end FY26 Addressable AU locations FY27 target (Vision 27) Progress to the Vision 27 distribution target Started at 100 stores 8,000 by FY27 Distribution has grown from 100 to
Slide 18: Four markets past proof point
Biome Australia INTERNATIONAL Four markets past proof point FY26 international performance. Practitioner-only and clinically backed in every market. For personal use only $1.8m ~68% ~2,000 12 ≈ B/E FY26 int'l revenue Int'l gross margin Distribution points International FTE Approaching +20% on FY25 6
Slide 19: International earns a premium, and holds it
Biome Australia PRICING POWER International earns a premium, and holds it One global pricing architecture. Biome Daily anchors a premium, non-discounted position in every market. For personal use only AUSTRALIA CANADA UNITED KINGDOM IRELAND NEW ZEALAND A$34.95 C$46.99 £29.95 €36.95 NZ$39.95 Home mar
Slide 20: What scales it from here
Biome Australia FY27 OUTLOOK What scales it from here The platform, people and channels are in place. FY27 is about conversion and depth, not new market entry. For personal use only Canada United Kingdom Quebec market unlock and continued account growth with Banner conversion and launch of the B2B2C
Slide 21: The world's second largest nutraceutical market
Biome Australia CHINA The world’s second largest nutraceutical market For personal use only US$17bn ~US$105bn ~40% China's online nutraceutical market in of goods imported into China through of China's supplement market is held by 2025, growing 14% a year cross border e-commerce in 2025 imported bra
Slide 22: Exclusive distribution partnership with H&S Global
Biome Australia CHINA Exclusive distribution partnership with H&S Global Heads of agreement signed for exclusive sales, marketing and distribution of the Activated Probiotics range in China through cross border e- commerce. For personal use only Why now KEY TERMS Australian manufacture Channel Cross
Slide 23: What goes into the market
Biome Australia CHINA What goes into the market The proposition is access to the products Australians are already buying, with the clinical work behind them. For personal use only #1 Flagship daily probiotic #1 Children's immune health Biome Daily Kids Biome Daily The number one immune health probio
Slide 24: The roadmap to FY27
Biome Australia VISION 2027 The roadmap to FY27 For personal use only FY25 FY26 FY27 DELIVERED DELIVERED TARGET • First net profit ($214,656) • Revenue $23.9m, +30% • Vision 27: $75m cumulative sales (FY25–FY27) • Revenue $18.4m, +41.6% • Adj. EBITDA $2.0m; 10th consecutive EBITDA+ quarter • 8,000 p
Slide 25: Why Biome
Biome Australia INVESTMENT CASE Why Biome For personal use only Category leader Premium-margin model #1 fastest-growing probiotic brand in 62.1% gross margin, sustained Australia’s biggest pharmacy category. without promotional discounting. Operating leverage proven Proprietary IP pipeline Second co
Slide 26: What acquirers are paying for evidence-led brands
Biome Australia SECTOR CONTEXT What acquirers are paying for evidence-led brands Three transactions in the vitamins, minerals and supplements category announced since April 2026, with Life-Space for context. For personal use only Target Acquirer Transaction value EV / revenue Gross margin Growth Tho
Slide 27: Snapshot & balance sheet
Biome Australia CAPITAL STRUCTURE Snapshot & balance sheet For personal use only ASX code BIO BALANCE SHEET Share price 36.5c Net cash position, no dilution overhang Market capitalisation $83.2m $3.6m cash against $1.9m drawn — with a further $3.1m undrawn and no options or performance rights on iss
Slide 28: Thank you
Biome Australia THANK YOU For personal use only Profitable. Clinical. Scaling. Blair Vega Norfolk · Founder & Managing Director Lauren Dwyer · Chief Financial Officer corporate@biomeaustralia.com biomeaustralia.com · activatedprobiotics.com.au ASX: BIO Certified B Corporation. BIOME AUSTRALIA · ASX:
Slide 29: Disclaimer
Biome Australia DISCLAIMER This presentation and the information contained within it (the “information”) has This presentation contains forward-looking statements, which may be identified by The recipient must, and agrees with the Company that it will, make its own been prepared solely for the use a