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H E A L T H C A R E C O M M U N I C A T I O N S , W O R L D W I D E FY26 Full-Year Results Record results. More than 5,000 facilities to build on. Clayton Astles CHIEF EXECUTIVE OFFICER Brendan Maher CHIEF FINANCIAL OFFICER Austco Healthcare Limited · ASX: AHC · 27 August 2026 ASX : AHC
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FY26 HIGHLIGHTS Record revenue and earnings, delivered while absorbing three businesses A RECORD YEAR $94.2m Record revenue, up 15.8%. EBITDA of $14.9 million, up 14.0%. STRUCTURAL GROWTH TAILWINDS US$1.9tn Global digital health spending forecast by 2031, a 25.7% compound rate, driven by ageing populations and workforce shortages. GLOBAL SCALE 5,000+ Facilities in over 60 countries, served from direct operations in 6 countries. DIFFERENTIATED PLATFORM $11.4m Software and maintenance revenue, up 19% — now 12.0% of Group revenue. BALANCE SHEET STRENGTH $16.3m $16.3 million cash and no material borrowings 2
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FY26 SCORECARD Record revenue and profit, gross margin up, EBITDA margin broadly in line with the pcp REVENUE $94.2m ▲ 15.8% A full year from G&S and growth in ANZ and North America more than offset softer project delivery in Asia and Europe. EBITDA $14.9m ▲ 14.0% Gross profit growth of 18.7% partly offset by the full-year cost base of the acquired businesses and a softer second half. GROSS MARGIN 53.4% ▲ 140bp Materials costs fell in absolute terms on lower input prices and supply chain efficiencies delivered through integration. EBITDA MARGIN 15.8% ▼ 25bp Broadly in line with the pcp (FY25: 16.0%), maintained while funding the full-year cost base of three acquired businesses and continued investment in people and capability. NPBT $11.6m ▲ 43.8% On an underlying basis, excluding contingent consideration remeasurement in both years, up 3.9% to $10.7 million. NPAT $9.0m ▲ 51.8% Underlying NPAT of $8.1 million, in line with FY25, excluding contingent consideration remeasurement in both years. EBITDA = earnings before interest, tax, depreciation and amortisation · NPBT / NPAT = net profit before / after tax · bp = basis points 3
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AUSTCO AT A GLANCE Four decades of clinical communications, delivered from six countries to more than sixty “TRUSTED BY LEADING HOSPITALS AND AGED CARE PROVIDERS ACROSS 5 CONTINENTS.” TRUSTED EXPERTISE Supporting healthcare facilities in over 60 countries worldwide through 271 employees and a global network of certified resellers and partners. GLOBAL FOOTPRINT International presence across 6 countries: Australia (head office), United States (product and development), New Zealand, Singapore, Canada and the United Kingdom. DEMAND -ALIGNED SOLUTIONS A platform portfolio spanning communication (Tacera and Medicom), workflow optimisation (Pulse Mobile) , real-time location services and enterprise reporting, with the low voltage infrastructure installed alongside them. STRONG FINANCIAL FOUNDATION Revenue of $94.2 million and EBITDA of $14.9 million, with $16.3 million of cash, no material borrowings and net assets of $62.1 million.
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HEALTHCARE MEGATRENDS Demand is structural, the timing of hospital capital spending is not Ageing populations Healthcare digitalisation Regulatory & compliance demands Requirements covering patient safety, incident reporting and data privacy continue to tighten, and increasingly require systems that record and evidence clinical response rather than simply raising an alert. Sources: UN World Population Prospects 2024 · The Insight Partners, Digital Health Market Forecast 2025–31 · WHO Global Patient Safety Action Plan 2021–2030 5
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WHERE AUSTCO FITS IN A HEALTHCARE FACILITY From the bedside to the enterprise, on one platform 1 2 3 4 1 Command Centre Enterprise reporting and operational insight across sites, alongside system readiness monitoring and fall detection. 2 Across the healthcare facility Tacera software handling alarm management, call routing, audio communications and information drawn from third-party clinical systems. 3 In the ward Alerts, notifications, mobile applications, touchscreens and information displays that route the call to the right clinician on the right device. 4 At the bedside Patient call points, in-room devices and real-time location components that raise a call and identify who is calling and where they are. 6
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ENTERPRISE PRODUCTS AI-informed insight, system readiness and fall detection Operational insights AI-informed analysis of call volume and staffing, unusual call patterns and automatic workflow assignment. System readiness Monitoring of network, servers, device faults and database storage providing assurance of system availability. Fall detection and movement Radar or camera-based detection which, over time, can anticipate resident needs rather than only respond to them. Pulse Insights Pulse Manage Pulse Mobile 7
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AI-ENABLED HEALTHCARE The roadmap for embedding intelligence across the Austco platform Tacera Pulse RTLS AI layer — roadmap Predictive clinical intelligence Fall risk scoring, call anomaly detection and deterioration early warning from call data and RTLS positioning. Intelligent workflow optimisation AI-powered staff routing on acuity, workload, proximity and skill — reducing response times. Operational analytics & decision support FOUNDATIONS LIVE IN PULSE INSIGHTS Response time analysis, staffing adequacy and compliance readiness dashboards for administrators. Predictive maintenance & system health AI monitoring of installed hardware to flag device issues before downtime — strengthening SMA value. Strategic alignment: AI will enhance Austco’s existing Tacera, Pulse, and RTLS platforms — deepening platform stickiness, expanding recurring software revenue, and widening competitive differentiation. 8
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HOW WE EARN REVENUE Three revenue lines, three different economics EQUIPMENT 55% INSTALLATION 33% SMA 12% EQUIPMENT $51.9m ▲ 12.1% AT THE POINT OF SALE Call points, in-room devices, touchscreens and location components. INSTALLATION $31.0m ▲ 21.4% OVER THE LIFE OF THE WORKS Configuration and integration of Austco systems and the low-voltage infrastructure around them. SOFTWARE & MAINTENANCE $11.4m ▲ 19% OVER THE AGREEMENT TERM Perpetual Tacera licences plus maintenance agreements of one to five years. Revenue by type of good or service as disclosed in Note 2. Figures may not sum due to rounding. 9
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HOW A CONTRACT IS WON A system is tendered once and then earns for a decade or more Specified before it is built Clinical communications is specified into a building during design, often years before construction begins, and tendered as part of the build programme. Won once, delivered over time An award enters unfilled contracted revenue at signing and converts to revenue as delivery and installation complete, with a maintenance agreement following commissioning. The cycle lengthened in FY26 Slower construction programmes and harder capital budgeting pushed award and installation timing into later periods, deferring orders rather than losing them. 10
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THE AUSTCO HEALTHCARE BUSINESS MODEL We win the facility, then we monetise it for a decade 01 BID AND WIN The decision is made once, for a system life measured in decades. Every installation adds to a base of more than 5,000 facilities in over 60 countries. 02 INSTALL Equipment and installation were 88.0% of FY26 revenue and grew 15.4% to $82.9 million. Project work is growing, not being wound back. 03 SERVICE AND EXTEND Software, maintenance and additional modules are earned at higher margin from a relationship already won: 12.0% of revenue, up from 11.7%, growing 19% to $11.4 million. 5,000+ $82.9m 12.0% $11.4m
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MONETISING THE BASE Won in 2023, retained in 2024, converted to a decade of revenue in 2026 $4.2m TEN -YEAR RECURRING REVENUE CONTRACT NOVEMBER 2023 · CONTRACT WIN Tacera delivered to Ng Teng Fong General Hospital and Jurong Community Hospital. Project revenue as the customer acquisition channel. SEPTEMBER 2024 · EXTENSION The relationship extended. The installation holds and expands. JULY 2026 · TEN -YEAR SMA The installed facility becomes a decade of annuity SMA revenue, with no new build and no customer acquisition cost, against Asia segment revenue of $6.7 million in FY26. Ng Teng Fong General Hospital and Jurong Community Hospital, Singapore 12
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LATIN AMERICA CONTRACT WIN Hospital Israelita Albert Einstein, ranked the number one hospital in Latin America Hospital Israelita Albert Einstein, São Paulo, Brazil $1.85m PHASE ONE PURCHASE ORDERS RECEIVED THE WIN Nurse call retrofit awarded over the incumbent competitor, won on the strength of relationship and solution quality with reseller partner Teleinfo. THE SCOPE A full Tacera IP retrofit: 550 patient stations, 560 over-door lights, more than 1,000 bathroom call points, 33 nurse stations and annunciators, and the Tacera Pulse software suite. Deliveries through to around March 2027. WHY IT MATTERS Ranked among the top 20 hospitals globally, Einstein is a flagship reference site and a platform for further growth across Latin America. 13
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AUSTRALIA, CONTRACT WIN, WARRNAMBOOL BASE HOSPITAL Won on cost and integration in a $396.1 million Victorian redevelopment $1.1m NURSE CALL CONTRACT AWARDED WHY AUSTCO WON Selected over the incumbent competitor on cost and integration, continuing Austco Australia’s record of public hospital delivery in Victoria. THE FACILITY Warrnambool Base Hospital is operated by South West Healthcare, the referral centre for Victoria’s south west. THE REDEVELOPMENT Rebuilt under a $396.1 million Victorian Government program targeting completion in 2027. Warrnambool Base Hospital, Victoria · operated by South West Healthcare 14
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GEOGRAPHIC REVENUE MIX The mix shifted to Australia and New Zealand, where the acquisitions landed Revenue by region, FY25 vs FY26 +15.8% FY25 · $81.4m FY26 · $94.2m ANZ ▲ 38.1% $52.8m 56% of Group revenue, driven by G&S Technologies and public hospital and aged care programmes. NORTH AMERICA ▲ 11.0% $30.4m 32% of Group revenue, with tariff-related supply-chain uncertainty influencing decision timing. ASIA ▼ vs FY25 $6.7m Against a strong prior period on installation timing; now contracted for ten years at Jurong from October 2026. EUROPE ▼ vs FY25 $4.4m 5% of Group revenue, with installation timing and foreign exchange affecting the reported result. 16
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SOFTWARE & MAINTENANCE Grew 19% across the year, and accelerated in the second half $11.4m ▲ 19% 12.0% of Group revenue, up from 11.7% +28% 2H vs 1H: $6.4m vs $5.0m Software & SMA revenue, $m FY24 $9.3m (+9%) FY25 $9.6m (+3%) FY26 $11.4m (+19%) Growth accelerated in FY26: +$1.8m in one year. Excludes the ten-year, $4.2 million Jurong SMA commencing October 2026 How it is earned Software is sold as a perpetual licence, recognised at the point of sale; maintenance agreements run one to five years, recognised over the term. The annuity layer compounds independently SMA growth outpaced project revenue — the recurring layer is compounding on the installed base, independent of project timing. 17
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UNFILLED CONTRACTED REVENUE New contract wins outpaced record Q4 deliveries $51.2m ▲ 13% growth since June 2026, driven by new awards ▼ FX year-end movement driven by currency translation, not lost work By region ANZ $16.7m North America $24.5m Asia $8.0m Europe $1.9m By revenue type Equipment $17.6m Installation $20.9m SMA $9.0m Software $3.6m UCR converts to revenue as equipment is delivered and installation completes. Breakouts as at 17 August 2026; figures may not sum due to rounding. 18
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FY26 EBITDA Bridge Record gross profit and EBITDA in FY26 GROSS PROFIT ▲ 18.7% $50.3m Gross margin improved to 53.4% from 52.0% as materials costs fell in absolute terms. OVERHEADS ▲ 24.0% $35.6m The first full year of the acquired businesses, growing faster than revenue, excludes D&A and interest. EBITDA ▲ 14.0% $14.9m EBIT up 7.0% after depreciation and amortisation on the acquired asset and lease base. PROFIT BEFORE TAX ▲ 43.8% $11.6m On an underlying basis, up 3.9% to $10.7 million. NPAT ▲ 51.8% $9.0m Effective tax rate normalising to 22.3% from 26.4%. EBITDA bridge, $000 13,029 +7,916 −6,096 14,849 FY25 EBITDA Gross profit Cost base FY26 EBITDA 15
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CASH FLOW Cash grew to $16.3 million after paying a $6.0 million earn -out Cash bridge, $000 14,483 +12,511 −2,794 −6,017 −1,412 −494 16,277 FY25 cash Operating Capex & dev. Earn-out Leases Fx/Other FY26 cash 19
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EXTENDING NATIONAL COVERAGE, SOUTH AUSTRALIA ACQUISITION Medical Communications Systems acquired at the same multiple as the three before it 3.5× normalised EBITDA, ~$2.88m total consideration $1.88m net revenue added, FY basis $0.82m EBITDA, FY basis 15 years as our reseller, since 2011 FOUR ACQUISITIONS, ONE FORMULA 2023 Teknocor p 2024 Amentc o 2025 G&S Technologies 2026 MCS Why the revenue added is not the revenue acquired MCS generated approximately $3.33 million of revenue in FY26, of which $1.45 million was Austco product and software already recorded as our revenue. The terms Cash-free, debt-free, $2.24 million upfront in cash. A performance-based earn- out at 3.5 times annualised FY27 EBITDA less the upfront consideration, currently estimated at $0.64 million, payable following the audited FY27 accounts. 20
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STRATEGY AND OUTLOOK Clear priorities for sustainable growth and scale Continuous innovation $4.8 million invested in the Tacera platform in FY26, with the AI roadmap extending it across predictive care, workflow and system health. Expand recurring revenue Software and maintenance grew 19% to $11.4 million, 12.0% of revenue, anchored by the ten-year, $4.2 million Jurong SMA. Enhance margin profile Gross margin up 140bp to 53.4% on supply chain efficiencies delivered through integration; operating leverage as the acquired cost base annualises. Disciplined and selective M&A Four reseller acquisitions in three years at conservative multiples, each with a performance-based earn-out aligning the vendor to delivery. Deepen market presence Flagship reference sites in every region — Hospital Israelita Albert Einstein in LATAM, Jurong in Asia, national ANZ coverage. Outlook Austco enters FY27 with a healthy sales pipeline, momentum across all regions, and $51.2 million of unfilled contracted revenue at 17 August 2026. 21
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IMPORTANT INFORMATION AND DISCLAIMER This presentation was prepared by Austco Healthcare Limited and was authorised for release by the Board of the Company. It does not constitute an offer, invitation or recommendation for the sale or purchase of any securities in any jurisdiction. References to legislation and regulatory issues are indicative only and should not be relied on. Past performance. Past performance information is given for illustrative purposes and should not be relied upon as an indication of future performance. Forward looking statements. The information contained herein involves elements of subjective judgment and analysis and may be identified by words such as 'may', 'could', 'believes', 'expects' or 'intends'. Any forward looking statements are subject to change without notice and do not constitute a representation that the relevant results will actually be achieved or that underlying assumptions are valid or reasonable. Actual results may vary materially. Other information. All financial amounts are expressed in Australian currency unless otherwise stated. Discrepancies between totals and sums of components are due to rounding. Disclaimer. Other than to the extent required by law, neither Austco nor any of its affiliates, associates, shareholders, directors, officers, employees, agents, representatives and advisers make any representation or warranty (express or implied) as to, or assume responsibility or liability for, the authenticity, origin, validity, accuracy or completeness of, or any errors in or omissions from, any information, statement or opinion contained in this presentation or in any accompanying, previous or subsequent material. United States. This presentation is not an offer of securities for sale in the United States or to, or for the account or benefit of, U.S. persons (as defined in Regulation S under the Securities Act of 1933). Austco is not and will not be registering any securities under the Securities Act or the securities laws of any state of the United States. This document has been prepared for publication in Australia and may not be released or distributed in the United States or to U.S. persons. 22
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Contact Matthew Pearson INVESTOR RELATIONS
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APPENDIX · M&A SCORECARD Strengthening capability, delivering integration, disciplined pipeline ACQUISITION COMPLETED GEOGRAPHY EARN -OUT OUTCOME Teknocorp November 2023 Western Australia Completed Amentco May 2024 Queensland Outperformed — recognised at $5.9m, settled at $8.4m G&S Technologies May 2025 New Zealand Revised down to $2.5m, due March 2027 MCS NEW August 2026 South Australia Estimated $0.64m, payable after audited FY27 accounts Four transactions on the same formula — a consistent multiple of normalised earnings with a performance-based earn-out — funded from operating cash flow. The earn-out works in both directions: Amentco settled above the amount recognised because the business outperformed; G&S was revised down. Consideration and contingent consideration as disclosed in Note 28 and the Company’s ASX releases. Geography reflects each acquisition’s primary service territory. 24