Cogstate Ltd · ASX:CGS
Cogstate — Barrenjoey Emerging Growth Conference 2025
15 slides from Cogstate's conference presentation, Nov 25, 2025
Slide 1: Cogstate Investor Presentation
ASX Announcement 25 November 2025 Cogstate Investor Presentation All figures in US$, unless stated Cogstate Limited (ASX: CGS) has released the attached investor presentation, which will be presented to investors at the Barrenjoey Emerging Growth Conference in Sydney today. For personal use only Hig
Slide 2: About Cogstate
About Cogstate Cogstate Ltd (ASX: CGS) is a neuroscience technology company optimising brain health assessments to advance the development of new medicines and to enable earlier clinical insights in healthcare. Cogstate technologies provide rapid, reliable and highly sensitive computerised cognitive
Slide 3: High-tech, High-touch CNS Endpoint Solutions for Trusted Signals
For personal use only High-tech, High-touch CNS Endpoint Solutions for Trusted Signals Darren Watson Rebecca Wilson CHIEF FINANCIAL OFFICER INVESTOR RELATIONS
Slide 4: Disclaimer
Disclaimer For personal use only This presentation has been prepared by Cogstate Limited (‘Cogstate’). The information in this presentation is of a general nature and does not purport to be complete, nor does it contain all the information which would be required in a prospectus prepared in accordan
Slide 5: The Power To Cut Through The Noise
The Power To Cut Through The Noise For personal use only The right assessments are used We partner with drug developers to power complex neuroscience studies The clinicians are trained and monitored to deliver Our applied technology solutions include: Cogstate assessments correctly, ensures regardle
Slide 6: Why Cogstate?
Why Cogstate? For personal use only Premier CNS endpoint partner Track record of clinical trial success 25 years of CNS testing innovation Cogstate uniquely specialises in the science Over the last two decades, Cogstate has Pioneering digital cognitive testing in CNS trials, and service of CNS measu
Slide 7: For personal use only
For personal use only Estimates ~ 8-10% of CNS trials TAM is 1 endpoint licensing and data-quality solutions We estimate our niche segment will grow Estimate ~10-15% CAGR for this sub-segment from ~$600-700 2 over the next 5 years, given: million today to ~$1.0- e-COA market ~15% CAGR 1.3 billion by
Slide 8: Indication Expansion
For personal use only Indication Expansion • Scientific expertise in mood disorders, with the appointment of Dr. Luka Lucić • 1Q26: executed $6.9m of sales contracts in psychiatry / • Expanded Offerings mood trials, compared to $3.2m all FY25 • Product Innovation Greater Share of Contract Value • Ch
Slide 9: Expanded Offerings, Product Innovation, Channel Partners
For personal use only • Expanded Offerings • Product Innovation • Channel Partners & Integrations 7
Slide 10: Expanded Offerings, Product Innovation, Channel Partners
For personal use only • Expanded Offerings • Product Innovation • Channel Partners & Integrations 8
Slide 11: Identified sales opportunities are growing. Closely monitoring win rates
Identified sales opportunities are growing. Closely monitoring win rates For personal use only Number of New Opportunities Number of New Contracts
Slide 12: Growth AND Diversification
Growth AND Diversification: 1Q26 sales contracts $21.4m, up 88% pcp For personal use only FY25 Sales Contracts by Value 1Q26 Sales Contracts by Value Schizophrenia Parkinson's Disease 2% 2% Huntingdon's Disease 2% Tremor 3% Parkinson's Disease 4% Narcolepsy 11% Depression 5% Alzheimer's Disease 33%
Slide 13: Background Information
Background Information | ASX:CGS All figures in US$, unless noted For personal use only Revenue & Profitability, by Financial Year 60 Market Cap ~A$450m Shares on issue 171.6m 50 Options on issue (avg ex. price $1.915) 2.7m Performance Rights on issue 7.5m 40 US$ Million Major shareholders: 30 61% 5
Slide 14: FY25 Operational and Financial Highlights
FY25 Operational and Financial Highlights All figures in US$, unless noted For personal use only Revenue Growth Total revenue of $53.1 million, up 22%. Clinical Trials revenue $50.6 million, up 28%. Record Profit Profit before tax $13.9 million, up 96%. NPAT $10.1 million, up 86%. Gross margin of 61
Slide 15: For personal use only
For personal use only
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