Pharmx Technologies Limited · ASX:PHX
Pharmx Technologies — Investor Presentation (August 2025)
33 slides from Pharmx Technologies's investor presentation, Aug 20, 2025
Slide 1: Investor Presentation
Investor Presentation PHARMX TECHNOLOGIES LIMITED (ASX:PHX) August 2025 Subscribe to investor updates
Slide 2: Notice & disclaimer
Notice & disclaimer This presentation has been prepared by Pharmx Technologies Limited (Pharmx or the Although the Company believes that the expectations reflected in the forward-looking Company or PHX). It should not be considered as an offer or invitation to subscribe for, statements included in t
Slide 3: Corporate snapshot
Corporate snapshot ASX Code PHX Market Cap $65.8m Share Price $0.11 (+189%) Shares on Issue 598.5m Tom Culver, CEO Zoe Hillier, CFO Cash at bank $4.2m All figures correct as at COB 11 August 2025
Slide 4: Financial update
FY25 HIGHLIGHTS Financial update FY25 FY25 FY25 13% 11% 193% Total Revenues Gateway Revenues Marketplace Revenues $7.53m, 13% above FY24 Gateway revenues increase 3-fold increase in revenues compared to FY24 compared to FY24 FY25 June 2025 FY25 82% $1.61m $4.2m Positive EBITDA Strong Cash Gross Marg
Slide 5: Platform metrics
FY25 HIGHLIGHTS Platform metrics V O L U M E I N S IG HTS C O N N E CTION I N S I GHTS 18% Total GTV 20% Volume based ARR 16% Total Suppliers 7% Total Accounts 30 % v FY23 16% FY24 37% v FY23 13 % v FY23 7% General Retail Sales 4% OTC Medicine 13% Number of Orders 114% Number of Orders YoY change, b
Slide 6: FY25 Highlights
FY25 HIGHLIGHTS FY25 Highlights New Partners and New and Enhanced Operational Efficiency Market Expansion Platforms Implementation Rollout of Supplier and Pharmacy Portals, Early termination of the Alchemy revenue Key integrations with market leaders such E-comm enhancements, Analytics share agreeme
Slide 7: Profit & loss FY25
Profit & loss FY25 Strong revenue growth compared to prior comparative period $’000 FY25 FY24 Change Var % Revenue 7,530 6,652 878 13% • Revenue growth of 13% driven by increased activity across both Gateway and Marketplace platforms, with new suppliers and Operating costs (5,922) (4,806) (1,116) 23
Slide 8: Cashflow
Cashflow Positive operating cashflow $’000 FY25 FY24 Change Var % • Positive underlying operating cashflow delivered after adjusting for the impact of the Pharmx legal case. Includes increased Receipts from customers - investment in people, marketing and IT infrastructure 8,089 7,066 1,023 14% conti
Slide 9: To make a difference to healthcare by reimagining how the industry connects
PHARMX OVERVIEW To make a difference to healthcare by reimagining how the industry connects.
Slide 10: Industry overview
PHARMX OVERVIEW Industry overview Demographics & chronic disease trends are changing product and service needs across the sector Customer habits reshaping demand with an increase for retail sales, diversifying and broadening product supplies Wholesalers: CSO dominate prescription pharma Increased di
Slide 11: Critical industry infrastructure
PHARMX OVERVIEW Critical industry Dominant Position infrastructure GTV $23.0bn +18% PCP
Slide 12: Built for complexity, delivered at scale
PHARMX OVERVIEW Built for complexity, delivered at scale Creating the world's best multi channel ordering experience for the pharmacy sector, with 99% pharmacy coverage across Australia and New Zealand, Pharmx enables a single integration to the entire pharmacy market. Reducing time, increasing accu
Slide 13: What sets us apart
PHARMX OVERVIEW What sets us apart A trusted multi channel, total network solution for seamless support of Pharmacy trade Industry’s First Choice Network Size Whole of Market Technology 18 years of making a difference. 93% Connecting 99% of ANZ pharmacies, Developed with modern cloud-based brand awa
Slide 14: Growth
PHARMX OVERVIEW ANALYTICS EMBEDED CAPABILITY RELATIONSHIPS Increased platform activity Deepening integration with Our FY26 strategy builds on the momentum established in generates deeper insights, existing partners to expand FY25, with a continued focus on delivering ‘more – for – more’ enabling sma
Slide 15: Summary
PHARMX OVERVIEW Summary FY25 FY25 FY25 • Year on year performance remains strong with uplifts in revenue and in activity across all key metrics. 13% 11% 193% • Continue to be the dominant Total Revenues Gateway Revenues Marketplace Revenues independent ordering network in the Gateway revenues increa
Slide 16: Q&A
Q&A
Slide 17: Thank you
Thank you Suite 11.02, Level 11,17 Castlereagh Street, Sydney 2000 investor.relations@Pharmx.com.au
Slide 18: Appendix
Appendix 18
Slide 19: Corporate Overview
Corporate Overview Pharmx Technologies Limited as at 11 August 2025 Capital Structure Share Price $0.11 Shares on issue (m) 598.5 Market Capitalisation $65.84m Options / Perf Rights (m) 23.7 Enterprise Value (Cash 30/06/25) $61.66m Diluted Issued Capital (m) 622.2 Share Price Performance
Slide 20: Profit & Loss
$’000 FY25 FY24 Var $ Var % Revenue 7,530 6,652 878 13% Cost of sales (rebates) (1,359) (1,234) (125) 10% Marketing (347) (218) (129) 59% Employee benefits (3,509) (2,533) (976) 39% Technology, communication and cloud costs (536) (363) (173) 48% Legal (111) (4) (107) 2,675% Professional fees, consul
Slide 21: Cash Flow
$’000 FY25 FY24 Cash flows from operating activities Receipts from customers 8,089 8,451 Payments to suppliers and employees (7,397) (7,203) Payments for Pharmx court case judgement (9,898) - Interest and other revenue received 210 294 Research and development incentive received, net of income tax p
Slide 22: Balance Sheet
$’000 30 Jun 2025 30 Jun 2024 Current assets Cash and cash equivalents 4,172 13,136 Trade and other receivables 1,117 2,271 Income tax receivable 368 883 Other assets 101 79 Total 5,758 16,369 Non-current assets Property, plant and equipment 32 17 Right of use assets 774 226 Intangibles 11,790 12,93
Slide 23: Share Registry
Position Holder Name Holding % IC 1 LUJETA PTY LTD <MARGARET A/C> 99,863,502 16.69% 2 BNP PARIBAS NOMINEES PTY LTD <IB AU NOMS RETAILCLIENT> 65,810,168 11.00% 3 ARROTEX INVESTMENTS HOLDING 1 PTY LTD 60,000,000 10.02% 4 MERSAULT PTY LTD <ENGLAND S/F A/C> 26,766,667 4.47% 5 HSBC CUSTODY NOMINEES (AUST
Slide 24: Favorable market trends support
PHARMX OVERVIEW DEMOGRAPHICS & CHRONIC PHARMACY MARKET INCREASED DIGITISATION DISEASE TRENDS GROWTH NEEDS 33.1m 7. 6% 80 % Favorable AU-NZ retail pharmacy market of pharmacists consider Australia’s population is $25 billion in 2023, forecasted Pharmx’s fully integrated forecast to grow to 33.1m by t
Slide 25: Platform Metrics
FY25 HIGHLIGHTS Platform Metrics PL A T FO RM I N S IG HTS 18% 20% 16% 9% 6% 181% Total GTV Volume based ARR Total Suppliers Total Accounts ARPU (Gateway) ARPU (Marketplace) 30 % v FY23 16% FY24 37% v FY23 19% v FY23 8 % v FY23 716 % v FY23 V O L U M E I N S IG HTS 7% 4% 13% 114% 6% 49% General Reta
Slide 26: Platform Insights
FY25 HIGHLIGHTS Platform Insights Top Sold by V alue (Medicines) Top Items Sold by V olume Top Brands Sold (Non-Medicin e) Weight loss medication jumped into OTC pain relief remains number one Strong Skin care and Vitamins & top spot with products now making up category representing 5.32% of total s
Slide 27: Leadership team
Leadership team CEO Chairman Director & COO Director Director Tom Culver Nick England Jon Newbery Sandy Mellis Jayne Shaw CFO CTO Head of Marketing Head of Data GM, Commercial Zoe Hillier Alistair Orchard Gabby Brown Nic Adams Eric Moschietto
Slide 28: Pharmx Gateway: Built for complexity, delivered at scale
PHARMX OVERVIEW Pharmx Gateway: Built for complexity, delivered at scale An enterprise-grade EDI solution, purpose-built to connect Revenue is suppliers directly to pharmacies across Australia and New generated from Zealand. Designed for seamless ERP-to-retail integration, 1 suppliers via an Gateway
Slide 29: New Pharmx Supplier Portal
PHARMX OVERVIEW New Pharmx Supplier Portal A proprietary self-service platform that enables global and local suppliers to trade with the entire Australian and New Zealand pharmacy market (99%, ~7,000) in as little as one day, through the Pharmx Gateway network Reduces trading set up from 12-weeks to
Slide 30: New Pharmx Pharmacy Portal
PHARMX OVERVIEW New Pharmx Pharmacy Portal A centralised platform designed to streamline operations for pharmacies across Australia. The Portal provides fast access to order and invoice history, real-time spending insights, and seamless account management with trading partners connected via the Phar
Slide 31: New Pharmx Analytics
PHARMX OVERVIEW New Pharmx Analytics Leveraging real-time data from the Pharmx network, delivering rich insights to both suppliers and pharmacies using AI native data platform capabilities. Unmatched Quality Real-Time Dynamics Exceptional Accuracy User-Friendly & Accessible Robust Security Effortles
Slide 32: New Pharmx E-commerce
PHARMX OVERVIEW New Pharmx E-commerce One-stop-shop for pharmacy ordering. Integrated with the Gateway, designed to enhance trading between suppliers and pharmacies, increases efficiency, expands range and unlocks new opportunities. For Suppliers For Pharmacies Revenue is generated Direct-to-pharmac
Slide 33: Services
PHARMX OVERVIEW Services Increasing support services to raise engagement, broaden market and speed up sales cycle. Technical Support Trade Marketing Tailor-made solutions Partnership designed for unique initiatives to fast- business needs track growth • Integrations • Strategy • Mapping • Content •
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