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FULL - YEAR RESULTS 2025 - 26 Connected asset intelligence Real world impact ASSET VISION / FY26 RESULTS ASSET VISION CO LIMITED ASX: ASV
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GROWTH THAT COMPOUNDS A larger recurring revenue base creates a stronger platform for future growth
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STRONG FOUNDATIONS RECURRING GROWTH Investment in delivery capability and the operating platform supports the next phase of recurring revenue growth .
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To be a global SaaS leader in enterprise asset management by making essential infrastructure easier to manage. To make asset management easy and more collaborative by building a platform teams love to use every day. OUR VISION AND MISSION
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OUR VERTICALS
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Public and private infrastructure owners and maintainers across Australia. Long - term, low - churn contracts underpin a growing recurring revenue base, with a qualified pipeline exceeding $4 million across all target verticals. OUR CUSTOMERS • Customers advocate for Asset Vision in competitive tenders • Easy to use, fast to deploy and cost - effective to implement • Highly configurable without heavy customisation • Infrastructure expertise, not just software expertise • Australian - based support with close to weekly product releases • AI in production today, not on a roadmap WHY WE WIN
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One connected platform for the entire asset lifecycle – plan, build, operate & retire ONE SOURCE OF TRUTH All asset and work data connected across your organisation and supply chain. CONNECTED TEAMS Field crews, contractors and office teams working from the same live information. BETTER DECISIONS Real - time visibility and actionable insights to improve reliability, safety and value. OUR PLATFORM ASSET REGISTER PLANNING INSPECTIONS ONE CONNECTED PLATFORM REPORTING DEFECTS WORKS MGMT
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Our view on AI is simple: it should make everyday work easier and safer, not add complexity or change how teams operate. That’s why AI in Asset Vision is built directly into the workflows people already use. OUR INNOVATION – AUTOPILOT Ride Quality helps teams visualise where a road feels smooth or uneven during inspection playback
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ASK Use plain language across assets, inspections, jobs and defects. UNDERSTAND Surface relevant records, patterns, overdue work and context. ACT Support triage, briefings, reporting and follow - up decisions. OUR INNOVATION – AI PLATFORM INTEGRATION Asset Vision connects approved AI assistants to live asset, inspection, defect, job and works - history data. Ask when a road was last inspected, what defects were recorded or which jobs remain open. AVAILABLE THROUGH LEADING AI PLATFORMS Microsoft 365 Copilot agent | Chat GPT plugin | Claude connector
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OUR PEOPLE We restructured around our industry verticals, with experienced leaders accountable for growth and delivery. We strengthened account management and delivery capability, aligned incentives to long - term shareholder value, and achieved another year of 100% staff retention.
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Horizon 1 — FY27 Priorities Strengthen our leadership in Transport, Civic & Community Horizon 2 — Scale opportunity Scale the platform across new verticals and geographies • Turn FY26 wins into highly referenceable customers • Grow market share across Transport, Civic & Community • Drive account expansion, cross - sell and reference - led new business • Continue product and AI innovation that delivers measurable customer value • Scale Utilities and Social Infrastructure • Deepen our national footprint across infrastructure markets • Take proven Transport capability selectively into international markets • Pursue complementary partnerships and acquisitions where they accelerate growth OPERATING PRINCIPLE Prioritise market share and revenue growth, while maintaining disciplined investment, strong SaaS fundamentals and positive cash generation. Asset Vision | Investor Presentation | June 2026 11 Scale our proven Australian model into adjacent infrastructure markets and selected international opportunities. OUR STRATEGY
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End - to - end EAM platform proven across government, transport, utilities and social infrastructure. STRONG SAAS FUNDAMENTALS Recurring revenue, high retention, improving operating leverage and a debt - free balance sheet. Essential infrastructure operators face ageing assets, constrained budgets and increasing compliance requirements, driving demand for modern asset management platforms. Scale core verticals, expand existing accounts, grow partner channels and selectively acquire complementary capability. PROVEN PLATFORM LARGE & GROWING MARKET CLEAR GROWTH LEVERS Building asset intelligence for essential infrastructure A proven platform with strong SaaS fundamentals, a growing Australian market position and significant long - term expansion potential. WHY ASSET VISION Deep infrastructure, asset management and SaaS expertise across product, delivery and growth. AI already embedded in customer workflows, rapid weekly releases and an architecture built for the next generation of asset management. EXPERIENCED TEAM AI & PRODUCT LEADERSHIP