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FY26 RESULTS PRESENTATION 27 AUGUST 2026
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DISCLAIMER This presentation is provided for information purposes only and is not a disclosure document as defined under the Corporations Act 2001 (Cth). This presentation does not constitute an offer, invitation, solicitation or recommendation with respect to the purchase, sale or issue of any securities or any financial product nor does it constitute financial product or investment advice. The presentation does not contain all the information that may be required for evaluating the Company's assets, prospects or potential opportunities and is not intended to be used as the basis for making an investment decision. The presentation has been prepared without taking into account the investment objectives, financial situation or particular needs of any particular person. No representation or warranty, express or implied, is made as to the accuracy, reliability, completeness or fairness of the information, opinions and conclusions contained in this presentation. Neither the Company, its related bodies corporate, shareholders or affiliates, nor any of their respective officers, directors, employees, related bodies corporate, affiliates, agents or advisers makes any representations or warranties that this presentation is complete or that it contains all material information about the Company or which a prospective investor may require in evaluating a possible investment in the Company or acquisition of securities. To the maximum extent permitted by law, none of those persons accept any liability, including, without limitation, any liability arising out of fault or negligence for any loss arising from the use of information contained in this presentation or in relation to the accuracy or completeness of the information, statements, opinions or matters, express or implied, contained in, arising out of or derived from, or for omissions from, this presentation. In particular, no representation or warranty, express or implied is given as to the accuracy, completeness or correctness, likelihood of achievement or reasonableness of any forecasts, prospects or returns (if any) contained in this presentation nor is any obligation assumed to update such information. Such forecasts, prospects or returns are by their nature subject to significant uncertainties and contingencies. Neither the Company nor its related bodies corporate, shareholders or affiliates, nor any of their respective officers, directors, employees, related bodies corporate, affiliates, agents or advisers guarantees any return or generally the performance of the Company or the price at which its securities may trade. Any investment in the Company is subject to investment risks including the possibility of loss of capital invested and no return of income or payment of dividends. Before making an investment decision, you should assess whether an investment is appropriate in light of your particular investment needs, objectives and financial circumstances and consider seeking your own independent legal, financial and commercial advice. Past performance is no guarantee of future performance. The distribution of this document in jurisdictions outside Australia may be restricted by law. Any recipient of this document outside Australia must seek advice on and observe any such restrictions. This presentation may contain certain “forward‐looking statements” with respect to the financial condition, results of operations and business of the Company and certain plans and objectives of the management of the Company. Forward looking statements can generally be identified by words such as ‘may’, ‘could’, ‘believes’, 'plan', 'will', 'likely', ‘estimates’, ‘targets’, ‘expects’, or ‘intends’ and other similar words that involve risks and uncertainties, which may include, but are not limited to, the outcome and effects of the subject matter of this presentation. Indications of, and guidance on, future exchange rates, capital expenditure, earnings and financial position and performance are also forward‐looking statements. You are cautioned not to place undue reliance on forward looking statements as actual outcomes may differ materially from forward looking statements. Any forward‐looking statements, opinions and estimates provided in this presentation necessarily involve uncertainties, assumptions, contingencies and other factors, and unknown risks may arise, many of which are outside the control of the Company. Such statements may cause the actual results or performance of the Company to be materially different from any future results or performance expressed or implied by such forward looking statements. Forward‐looking statements including, without limitation, guidance on future plans, are provided as a general guide only and should not be relied upon as an indication or guarantee of future performance. Such forward looking statements speak only as of the date of this presentation. The information in this presentation is current as at the date on the cover of the presentation and remains subject to change without notice, in particular the Company disclaims any intent or obligation to update publicly any forward‐looking statements, whether as a result of new information, future events or results or otherwise. 2Aerometrex Investor Presentation – August 2026
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FY26 RESULTS OVERVIEW 01
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9,357 9,329 10,562 12,294 14,552 7,000 8,000 9,000 10,000 11,000 12,000 13,000 14,000 15,000 Jun 2024 Dec 2024 Jun 2025 Dec 2025 Jun 2026 ACV ($'000) FY26 SNAPSHOT Record revenue, accelerating subscription growth and strong earnings momentum Operating Revenue $26.84m (FY25: $23.90m) EBITDA $7.68m (FY25: $3.46m) Cash Flow from Operations $8.21m (FY25: $2.28m) Cash Balance $3.56m (FY25: $3.88m) 4Aerometrex Investor Presentation – August 2026 YoY growth of +37.8% Annual Contract Value (ACV)
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22,258 25,360 24,751 23,903 26,841 15,000 17,000 19,000 21,000 23,000 25,000 27,000 29,000 FY22 FY23 FY24 FY25 FY26 Revenue ($'000) 5 FINANCIAL RESULTS OVERVIEW * excludes historical project photomapping revenue * * Aerometrex Investor Presentation – August 2026 Operating Revenue YoY growth of +12.3%
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6 EARNINGS LEVERAGE Revenue growth translating into materially improved earnings EBITDA ▪ EBITDA of $7.68m, up 122.3% ▪ EBITDA margin expansion driven by: ▪ Improved revenue ▪ Cost discipline ▪ Subscription scale ▪ Improved utilisation Aerometrex Investor Presentation – August 2026 0.52 0.37 0.79 1.05 3.55 4.58 3.46 2.10 2.41 4.13 - 1.00 2.00 3.00 4.00 5.00 6.00 7.00 8.00 9.00 FY22 FY23 FY24 FY25 FY26 $millions 1H 2H
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FY26 REVENUE GROWTH & QUALITY Shift toward higher-quality, recurring subscription revenue continues Revenue Revenue composition shifting towards MetroMap ▪ Total revenue growth across subscriptions, LiDAR and Off-the-shelf dataset sales ▪ Subscription revenue of $12.2m now represents a growing proportion of total revenue ▪ Continued migration from one-off sales to recurring contracts improves predictability ▪ Revenue mix increasingly aligned with a SaaS / DaaS operating model Aerometrex Investor Presentation – August 2026 44% 41% 34%36% 30% 7 26% 28% 35% 40% 45% 22,258 25,359 24,751 23,903 26,841 - 5,000 10,000 15,000 20,000 25,000 30,000 FY22 FY23 FY24 FY25 FY26 Revenue ($'000) MetroMap Subscriptions MetroMap - on demand MetroMap Off-the-shelf LiDAR 3D
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6,842 7,777 9,357 10,562 14,552 5,000 6,000 7,000 8,000 9,000 10,000 11,000 12,000 13,000 14,000 15,000 Jun 2022 Jun 2023 Jun 2024 Jun 2025 Jun 2026 ACV ($'000) 8 METROMAP FY26 OUTCOMES Annual Contract Value (ACV)MetroMap Subscription Revenue Aerometrex Investor Presentation – August 2026 5,855 3,640 7,191 8,581 9,568 2,717 3,582 4,110 4,715 5,7083,138 3,609 4,471 4,853 6,466 5,855 7,191 8,581 9,568 12,174 0 2,000 4,000 6,000 8,000 10,000 12,000 14,000 2022 2023 2024 2025 2026 Revenue ($'000) Financial year ended 30 June 1H 2H 20% CAGR 21% CAGR * Annual Recurring Revenue (ARR) *
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9 PROJECT REVENUE LiDAR Revenue Aerometrex Investor Presentation – August 2026 3D Revenue 4,953 4,776 7,144 5,235 6,442 6,366 7,987 6,976 5,679 5,370 11,319 12,763 14,120 10,914 11,812 - 2,000 4,000 6,000 8,000 10,000 12,000 14,000 16,000 2022 2023 2024 2025 2026 Revenue ($'000) Financial year ended 30 June 1H 2H 1,239 1,207 400 666 458 908 1,270 458 865 1,428 2,147 2,477 858 1,531 1,886 0 500 1,000 1,500 2,000 2,500 3,000 2022 2023 2024 2025 2026 Revenue ($'000) Financial year ended 30 June 1H 2H
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10 INVESTOR VALUE PROPOSITION Aerometrex Investor Presentation – August 2026 Clear inflection in Financials MetroMap The Aerometrex team Growth potential ▪ Double digit revenue growth ▪ Stability in cash balance ▪ Significant EBITDA growth ▪ Generating Free Cash ▪ Sales team refreshed with industry veterans ▪ Strong Leadership team ▪ One Aerometrex operating model ▪ Expanded footprint with new Sydney office ▪ Proven scalable SaaS/DaaS model ▪ MetroMap subscription product past breakeven ▪ Compelling product upgrades enhance value ▪ Fixed cost base ▪ Large TAM available in Australia with International options ▪ Corporate development opportunities exist ▪ AI/ML potential with huge data library ▪ Revenue upside without further expenditure
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COMPANY INFORMATION 02
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12 WIDE RANGING CUSTOMER SOLUTIONS Aerometrex Investor Presentation – August 2026 EXAMPLE USE CASES KEY PRODUCTS LINES NUMEROUS INDUSTRY APPLICATIONS Urban planning, consultation & development Environmental management Asset management Emergency response planning & management Real estate MetroMap Urban planning, consultation & development Environmental management Asset management Surveying & mapping Natural resource calculations LiDAR Urban planning, consultation & development Environmental management Telecommunications & network planning Metaverse High-fidelity gaming 3D Event planning Industrial inspections Transportation planning Visual showcasing Base map layers Engineering studies Project planning Environmental monitoring Change detection Spatial insights Other multi-product applications
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13 VISION & PURPOSE STATEMENTS Aerometrex Investor Presentation – August 2026 ▪ Are perfectly ‘CLEAR’ Our Vision Our Purpose Our Values ▪ We provide insight to stimulate your imagination ▪ To deliver customers quality & innovative geospatial solutions so they ‘can see their world clearly’
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Peter Foster Independent Non-Executive Director 14 CORPORATE PROFILE Aerometrex Investor Presentation – August 2026 Capital Structure 25 August 2026 ▪ ASX Code AMX ▪ Shares on issue 94.99m ▪ Share Price $0.310/sh ▪ Market Capitalisation $29.45m ▪ Cash and Equivalents¹ $3.56m Board of Directors Mark Lindh Independent Non-Executive Director, Chair Robert Veitch Managing Director & Chief Executive Officer Matthew White Non-Executive Director Kaitlin Smith Company Secretary Major Shareholders 13.8% 23.3% 27.7% 35.2% Board Institutional Shareholders Founders Retail Shareholders Top 20 Shareholders hold 75.22% Top 100 Shareholders hold 89.82% 1. As at 30 June 2026
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This presentation has been approved by the Board of Aerometrex 27 AUGUST 2026 CONTACT INFORMATION Robert Veitch Aerometrex Ltd Chief Executive Officer 51-53 Glynburn Road Glynde SA 5070 investorrelations@aerometrex.com.au David Di Blasio +61 8 8362 9911 Chief Financial Officer aerometrex.com.au metromap.com.au