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ASX : EMD Investor update for the full year ended 30 June 2026 September 2026 Investor Webinar
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Disclaimer This presentation has been prepared by Emyria Limited ACN 625 085 734 (Company or Emyria). This presentation is not a financial product or investment advice or recommendation, offer or invitation by any person or to any person to sell or purchase securities in Emyria in any jurisdiction. This presentation contains general information only and does not consider the investment objectives, financial situation and needs of individual investors. Investors should make their own independent assessment of the information in this presentation and obtain their own independent advice from a qualified financial adviser having regard to their personal objectives, financial situation and needs before taking any action. No representation or warranty, express or implied, is made as to the accuracy, completeness, reliability or adequacy of any statements, estimates, opinions or other information, or the reasonableness of any assumption or other statement, contained in this presentation. Nor is any representation or warranty (express or implied) given as to the accuracy, completeness, likelihood of achievement or reasonableness of any forecasts, prospective statements or returns contained in this presentation. Such forecasts, prospective statements or returns are by their nature subject to significant uncertainties and contingencies, many of which are outside the control of Emyria. To the maximum extent permitted by law, Emyria and its related bodies corporate, directors, officers, employees, advisers and agents disclaim all liability and responsibility (including without limitation any liability arising from fault or negligence) for any direct or indirect loss or damage which may arise or be suffered through use or reliance on anything contained in, or omitted from, this presentation. An investment in Emyria securities should be considered speculative and is subject to investment and other known and unknown risks, some of which are beyond the control of Emyria. Emyria does not guarantee any rate of return or the absolute or relative investment performance of Emyria securities. The distribution of this presentation including in jurisdictions outside Australia, may be restricted by law. Any person who receives this presentation must seek advice on and observe any such restrictions. This release may contain certain forward-looking statements with respect to matters including but not limited to the financial condition, results of operations and business of Emyria and certain of the plans and objectives of Emyria with respect to these items. These forward-looking statements are not historical facts but rather are based on Emyria's current expectations, estimates and projections about the industry in which Emyria operates, and its beliefs and assumptions. Words such as "anticipates," "expects," "intends," "plans," "believes," "seeks," "estimates", "guidance" and similar expressions are intended to identify forward looking statements and should be considered an at-risk statement. Such statements are subject to certain risks and uncertainties, particularly those risks or uncertainties inherent in the process of developing technology and in the endeavour of building a business around such products and services. These statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and other factors, some of which are beyond the control of Emyria, are difficult to predict and could cause actual results to differ materially from those expressed or forecasted in the forward looking statements. Emyria cautions shareholders and prospective shareholders not to place undue reliance on these forward-looking statements, which reflect the view of Emyria only as of the date of this release. The forward-looking statements made in this announcement relate only to events as of the date on which the statements are made. Emyria will not undertake any obligation to release publicly any revisions or updates to these forward-looking statements to reflect events, circumstances or unanticipated events occurring after the date of this announcement except as required by law or by any appropriate regulatory authority. All medicines carry risks and specialist prescribers, such as registered psychiatrists, are best placed to assess the suitability of a new medication against a patient’s individual circumstances and medical history before proceeding. Adverse effects of MDMA include high blood pressure, increased pulse rate, faintness, and panic attacks, and in some rare cases it can cause loss of consciousness or trigger seizures. Other side effects include involuntary jaw clenching, decreased appetite, restless legs, nausea, headache, sweating and muscle/joint stiffness. Adverse effects of psilocybin can include temporary increase in blood pressure and a raised heart rate. There may be some risk of psychosis in predisposed individuals. The effects of MDMA and psilocybin are unlikely at low doses in the treatment regimens used in psychedelic-assisted psychotherapy while appropriately managed in a controlled environment with direct medical supervision. The risk profile of the MDMA inspired compounds is currently unknown. The availability of these products is subject to the safety and efficacy of the products being tested through clinical trials. Emyria makes no representations or warranties as to the safety or efficacy of the products or the products’ ability (or the ability of its key compounds) to be used in the treatment of indications such as PTSD. There are currently no approved products containing MDMA, psilocybin or MDMA inspired compounds that the TGA has evaluated for quality, safety and efficacy.
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Advanced therapies. Compassionate care.3 Emyria is building a national network of clinics specialising in delivery of Psychedelic Assisted Therapy for PTSD and Treatment Resistant Depression Who are we? Emyria is addressing a significant and escalating gap in the mental healthcare market
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Advanced therapies. Compassionate care.4 Worldwide First Mover Advantage A Regulated Access Pathway For Psychedelics to Treat our Most Serious and Urgent Mental Health Conditions SOURCES 1 .https://www.tga.gov.au/news/media-releases/change-classification-psilocybin-and-mdma-enable-prescribing-authorised-psychiatrists MDMA-assisted therapy For PTSD Psilocybin-assisted therapy For Depression Australia is the FIRST jurisdiction in the world to reschedule two promising treatments 1 This regulation change has created a Multi-billion Dollar Industry.
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Advanced therapies. Compassionate care.5 Major Funders are spending Hundreds of Millions each year on mental health Private Health Insurers Department of Veterans’ Affairs Other Insurers $2B spent by Medibank on mental health hospitalisations in last 10 years, $219M/yr in 2024 alone. 1 The Government spends on veteran mental health each year. 2$300M/yr Almost three in four (veterans) are estimated to have met criteria for a mental disorder at some stage in their lifetime. 3 Life insurers … paid out more than for retail mental health claims in 2024 4 $2.2B in 2024 SOURCES: 1. https://www.heraldsun.com.au/health/mental-health/alarming-research-shows-extent-of-mental-health-crisis-in-australia/news-story/66f6937a316f9dd54673c5a6f692b232 2. https://www.dva.gov.au/sites/default/files/twrp_mhpr.pdf 3. https://www.dva.gov.au/news/latest-stories/report-hospitalisations-suicidality-and-self-harm-released#:~:text=The%20Australian%20Government%20is%20committed,%E2%80%93%20Veterans%20&%20Families%20Counselling% 20Service. 4. https://www.abc.net.au/news/2025-07-16/spike-in-mental-health-illness-claims-super-funds-delay-payouts/105531022 Only 26% of insured adults
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Advanced therapies. Compassionate care.6 SCREENING AND PREPARATION ACTIVE TREATMENT PROTOCOL FOLLOW-UP Dosing Day 1 (8 hrs) Each dosing day ~$10,000 revenue PTSD Total treatment cost / patient ~$33,000 Treatment Resistant Depression cost / patient ~$22,000 Patient Journey I Treatment Model + Bed Capacity Medication, ~90 hours of Supervised Intensive Psychotherapy, Follow-Up Dosing Day 2 (8 hrs) Dosing Day 3 (8 hrs) PTSD only ~6-12 weeks ~4-6 weeks 12 months Clinic Beds Dosing days / week Perth (x2) 8 40 Brisbane 3 15 Melbourne 3 15 Sydney 4 20* = 18 90 *When operational BED CAPACITY Significant Total Addressable Market ~1,100,000 adults in Australia have major depression (~4%) ~1,500,000 adults in Australia have PTSD (~7%) SOURCES: 1) https://www.abs.gov.au/statistics/health/mental-health/national-study-mental-health- and-wellbeing/latest-release#key-statistics 1 1
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Advanced therapies. Compassionate care.7 Investment Phase Revenue Generation Projected break -even point Months 1-3 Months 4-6 Months 6-9 Months 9-12+ Clinic set-up Open clinic & commence screening Dosing day ramp-up Optimise dosing day utilisation Fit-out & recruitment commences Typical timeline to projected clinic profitability Current Clinic Status Sydney Perth Clinics Brisbane Mornington (VIC)
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Advanced therapies. Compassionate care.8 $1.39M $4.05M Full year ended 30 June in Review: A Year of Demonstrable Growth Yearly Revenue ($AUD) +191% 1 5 Clinics Operational* FY25 FY26 Beds Operational* 4 18 ~30 ~145 6 17 24 138 Clinicians Trained * (Australia-wide) Total Authorised Prescribers ** (Australia-wide) + Launch of Empax Global Partnership Program + Government payer access announced (DVA funding) + Medibank agreement, national funding + Clinically significant results from Emyria’s PTSD & treatment resistant depression program +4 +14 +333% +183% +475% Total Patients Treated *Includes those announced not yet operational **Includes those trained / approved after 30 June 2026
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Advanced therapies. Compassionate care.9 Advanced therapies. Compassionate care. Emyria | Looking Ahead Delivering on commitments to shareholders Core focus areas for financial year 2027: • Increase clinic utilisation of existing clinics in Australia • Continued expansion of Australian clinic network • Continued pursuit of additional reimbursement pathways • Continue progressing drug development programs through targeted, non-dilutive funding • Explore opportunities in jurisdictions outside Australia, including New Zealand and the USA • Grow our Empax Global Partnership Program 9
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Advanced therapies. Compassionate care.10 Significant momentum in global psychedelic drug treatments SOURCES 1. https://psychedelics.berkeley.edu/clinical-trials-map Emyria is well positioned to leverage this momentum, creating the infrastructure and writing the playbook for psychedelic drug delivery Recent macro catalysts provide significant tailwinds for Emyria
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Investor Q+A Greg Hutchinson ghutchinson@emyria.com Mary-Ann Rennie mrennie@emyria.com Investor / Media Inquiries investors@emyria.com Visit Our Investor Hub