Mindwalk Holdings Corp. · NASDAQ:HYFT
Mindwalk — FY2026 Earnings Presentation
20 slides from Mindwalk's earnings presentation, Jul 22, 2026
Slide 1: Q4 & 2026 Fiscal Year End Earnings Presentation
Q4 & 2026 Fiscal Year End Earnings Presentation Presented by Dr. Jennifer Bath, CEO Date: 07.22.26 NASDAQ:HYFT | ir.mindwalkAI.com | mindwalkAI.com
Slide 2: Disclosures
Disclosures DISCLOSURES Disclaimer Forward Looking Statements This presentation is not, & nothing in it should be construed as, an offer, invitation or This presentation includes forward-looking statements (within the meaning of applicable securities laws) to provide recommendation in respect of Min
Slide 3: A defining year: Our discovery engine and Bio-Native AI infrastructure
Q4 & 2026 Fiscal Year End Earnings Presentation Intro Scientific A defining year: Platform Our discovery engine and Bio-Native AI infrastructure Technology Platform came together as one ©2026 MindWalk Holdings Corp. All Rights Reserved. integrated platform. Commercial Traction 3 NASDAQ:HYFT | ir.min
Slide 4: Key highlights
Q4 & 2026 Fiscal Year End Earnings Presentation Key highlights Strategically built to shape change and strengthen growth potential Data AI Lab The Vault ReefIQ LensAI Antibody MindWalk Biologic Discovery Assets Patented HYFT® Technology Grew revenue 46% Signed first two recurring Launched Divestitur
Slide 5: A Bio-Native AI ecosystem built to expand drug discovery opportunity
Q4 & 2026 Fiscal Year End Earnings Presentation A Bio-Native AI ecosystem built to expand drug discovery opportunity LensAI Reasoning layer ReefIQ Launched Biological context layer ReefIQ Spring 2026 ©2026 MindWalk Holdings Corp. All Rights Reserved. HYFT® Technology Foundation layer Patented techno
Slide 6: Scientific Platform: Discovery track record
Q4 & 2026 Fiscal Year End Earnings Presentation Scientific Platform Discovery track record 20+ client-owned 10 molecules Backed by molecules to clinic currently in active 400 peer-reviewed Phase 1- Phase 3 trials publications 4 molecules and patents ©2026 MindWalk Holdings Corp. All Rights Reserved.
Slide 7: Scientific Platform: Client-owned asset validation
Q4 & 2026 Fiscal Year End Earnings Presentation Scientific Platform Client-owned asset validation FDA approval of client-owned asset + Commercially launched therapeutic antibody + Treating a rare autoimmune condition ©2026 MindWalk Holdings Corp. All Rights Reserved. 7 NASDAQ:HYFT | ir.mindwalkAI.co
Slide 8: MindWalk assets and platform validation
Q4 & 2026 Fiscal Year End Earnings Presentation Scientific Platform MindWalk assets and platform validation Dengue Data GLP-1 Influenza Pandemic + HYFT technology + Designed receptor- + Identified a relational Response Platform identified a pan-serotype agonist sequences invariant across + Ebola con
Slide 9: Scientific Platform: ReefIQ
Q4 & 2026 Fiscal Year End Earnings Presentation Scientific Platform ReefIQ Filed IP Patent Protection This is a structural filing, extending our foundational HYFT patent to the way biological context itself is ©2026 MindWalk Holdings Corp. All Rights Reserved. organized inside our system. 9 NASDAQ:H
Slide 10: Financial market updates
Q4 & 2026 Fiscal Year End Earnings Presentation FY26 highlights Financial market Regained Nasdaq compliance updates organically MindWalk was added to the Russell 3000E Index and the Russell ©2026 MindWalk Holdings Corp. All Rights Reserved. Microcap Index 10 NASDAQ:HYFT | ir.mindwalkAI.com | mindwal
Slide 11: Rebranding and market visibility
Q4 & 2026 Fiscal Year End Earnings Presentation FY26 highlights Completed September 2025 Rebranding and market visibility ©2026 MindWalk Holdings Corp. All Rights Reserved. 11 NASDAQ:HYFT | ir.mindwalkAI.com | mindwalkAI.com
Slide 12: Executive team additions
Q4 & 2026 Fiscal Year End Earnings Presentation FY26 highlights Chief Financial Officer Scott Areglado Executive • Leads financial strategy and capital markets execution • Background: scaling high-growth technology companies • Enhancing capital access and supporting strategic team growth initiatives
Slide 13: Strengthened balance sheet to focus on core business
Q4 & 2026 Fiscal Year End Earnings Presentation FY26 highlights European divestiture Strengthened balance sheet + Completed the sale of our Netherlands to focus on operations to AVS Bio ©2026 MindWalk Holdings Corp. All Rights Reserved. core business 13 NASDAQ:HYFT | ir.mindwalkAI.com | mindwalkAI.c
Slide 14: AMD collaboration
Q4 & 2026 Fiscal Year End Earnings Presentation FY26 highlights AMD + Featured partner at AMD Advancing AI 2026 collaboration + AMD published a case study on our work together- highlighting measurable impact + Co-speakers at JonesTrading AI Day ©2026 MindWalk Holdings Corp. All Rights Reserved. 14 N
Slide 15: Financial Update
Financial Update Q4 & 2026 Fiscal Year End Earnings Presentation NASDAQ:HYFT | ir.mindwalkAI.com | mindwalkAI.com
Slide 16: Revenue by period
Q4 & 2026 Fiscal Year End Earnings Presentation Revenue by period (All values in CAD, in thousands) $4,5 M $4,1 M $4,2 M $4,1 M $4,0 M $3,5 M $3,2 M $3,1 M $3,0 M $2,7 M $2,7 M $2,7 M $2,5 M $2,5 M $2,5 M $2,5 M $2,2 M $2,0 M $1,5 M ©2026 MindWalk Holdings Corp. All Rights Reserved. $1,0 M $0,5 M $0
Slide 17: Continued YoY Revenue Growth
Q4 & 2026 Fiscal Year End Earnings Presentation Continued YoY Revenue Growth 5 000 4 124 4 158 4 115 4 000 3 161 3 000 2 679 2 728 2 746 2 662 2 473 2 464 2 495 2 000 1 761 1 591 1 527 1 370 1 009 1 000 - (1 000) (2 000) ©2026 MindWalk Holdings Corp. All Rights Reserved. (3 000) (2 638) (2 466) (3 1
Slide 18: Cash balances
Q4 & 2026 Fiscal Year End Earnings Presentation Cash balances 18 000 16 636 16 000 14 198 14 000 12 000 11 474 10 000 8 000 6 000 5 024 ©2026 MindWalk Holdings Corp. All Rights Reserved. 4 000 4 000 2 000 - FY25 Q1 FY 26 Q1 FY 26 Q2 FY 26 Q3 FY 26 Q4 18 NASDAQ:HYFT | ir.mindwalkAI.com | mindwalkAI.c
Slide 19: ©2026 MindWalk Holdings Corp. All Rights Reserved. LensAI, ReefIQ and HYFT are trademarks of
©2026 MindWalk Holdings Corp. All Rights Reserved. LensAI, ReefIQ and HYFT are trademarks of MindWalk. MindWalkai.com Contact: info@mindwalk.com NASDAQ:HYFT | ir.mindwalkai.com | Mindwalkai.com
Slide 20: Questions
Questions Q4 & 2026 Fiscal Year End Earnings Presentation NASDAQ:HYFT | ir.mindwalkAI.com | mindwalkAI.com