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The Pharmacy Infrastructure and Order Platform Simply Pharmx It FY27 Q1 Update October 2026 PHARMX TECHNOLOGIES LIMITED (ASX:PHX)
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PHARMX TECHNOLOGIES Notice & disclaimer This presentation has been prepared by Pharmx Technologies Limited (Pharmx or the Company or PHX). It should not be should not be considered as an offer or invitation to subscribe for, or purchase any shares in PHX, or as an inducement to inducement to purchase any shares in Pharmx. No agreement to subscribe for securities in Pharmx will be entered into entered into on the basis of this presentation or any information, opinions or conclusions expressed in the course of this course of this presentation. This presentation is not a prospectus, product disclosure document, or other offering document under Australian law or Australian law or under the law of any other jurisdiction. It has been prepared for information purposes only. This only. This presentation contains general summary information and does not take into account the investment objectives, investment objectives, financial situation and particular needs of an individual investor. It is not a financial product advi product advice and the Company is not licensed to, and does not provide, financial advice. ce This presentation may contain forward-looking statements which are identified by words such as ‘may’, ‘could’, ‘believes’, ‘could’, ‘believes’, ‘estimates’, ‘targets’, ‘expects’, or ‘intends’ and other similar words that involve risks and uncertain that involve risks and uncertainties. These statements are based on an assessment of past and present economic and ties. economic and operating conditions, and on a number of assumptions regarding future events and actions that, as at the actions that, as at the date of this presentation, are expected to take place. Such forward-looking statements do not statements do not guarantee of future performance and involve known and unknown risks, uncertainties, assumptions assumptions and other important factors many of which are beyond the control of the Company, its Directors and Directors and management. Although the Company believes that the expectations reflected in the forward-looking statements included in this included in this presentation are reasonable, none of the Company, its Directors or officers can give, or gives, any gives, any assurance that the results, performance or achievements expressed or implied by the forward- looking statements contained in this document will actually occur or that the assumptions on which those statements are looking statements are based are exhaustive or will prove to be correct beyond the date of its making. Readers are cautioned not to place undue reliance on these forward-looking statements. Except to the extent required by law, the Company has no intention to update or revise forward-looking statements, or to publish prospective financial information in the future, regardless of whether new information, future events or any other factors affect the information contained in this presentation. Targets, growth ambitions and priorities may be used throughout this presentation, but the Company’s targets, priorities and growth ambitions are not guidance and are not forecasts of financial performance. Readers should make their own independent assessment of the information and take their own independent professional independent professional advice in relation to the information and any proposed action to be taken on the basis of the the basis of the information. To the maximum extent permitted by law, the Company and its professional advisors and advisors and their related bodies corporate, affiliates and each of their respective directors, officers, management, management, employees, advisers and agents and any other person involved in the preparation of this presentation presentation disclaim all liability and responsibility (including without limitation and liability arising from fault or fault or negligence) for any direct or indirect loss or damage which may arise or be suffered through use of or reliance on of or reliance on anything contained in, or omitted from, this presentation. Neither the Company nor its advisors have advisors have any responsibility or obligation to update this presentation or inform the reader of any matter arising or matter arising or coming to their notice after the date of this presentation document which may affect any matter matter referred to in the presentation.
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P H A R M X O V E R V I E W Pharmx Technologies One platform running the connective infrastructure of ANZ pharmacy 01 Relay + Gateway EDI The truth layer for ANZ pharmacy Volume + Fixed fees 02 Marketplace Engine of revenue diversification Invoice-linked revenue 03 Data and analytics Delivering supply chain intelligence Subscription + usage fees 99% of ANZ pharmacies on the network network A$26bn of annual network volume flow 500m+ document lines a year 120,000 active SKUs Launched Nov ‘25Relay Launched Sep ‘26
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P H A R M X S T R AT E G Y Network Plus 0 1 A m b i t i o n Primary pharmacy ordering platform 0 2 A m b i t i o n Full vertical EDI solution for pharmacy 0 3 A m b i t i o n Most impactful data solution in the market E N A B L E R S Partnerships with Sigma, and IQVIA etc as accelerators · AI to maintain a low-cost base, accelerate engineering, marketing, CS and strategy, and advance strategy, and advance platform capabilities Today 80% ARR generated via a flat account fee per Pharmacy - Supplier connection (average $15p.m fee). Revenue is decoupled from Supplier from volume. Network Plus Ordering g Marketplace Data Revenues generated on volume across Relay and Marketplace where revenue grows with the network. Analytics on DaaS subscriptions S I N G L E P L AT F O R M
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F Y 2 6 H I G H L I G H T S Financial update $7.74m , 3% above FY25 . Positive result in line with expectations. Underpinned by strong platform g rowth in line with strateg y. F Y 2 6 8 % ▲ Gateway Revenue Gateway recurring revenue increase compared to FY25 (1) F Y 2 6 73 % ▲ Marketplace Revenue Increase in marketplace recurring revenue compared to FY25 F Y 2 6 84 % ▲ Gross Margin 2% improvement on FY25 F Y 2 6 $1.1 m ▲ Positive EBITDA $0.5m decrease compared with FY25 J U N E 2 0 2 6 $2.6 m ▲ Strong Cash position (1) F Y 2 6 67 % ▲ NZ Revenue Increase in New Zealand recurring revenue compared to FY25
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FY27 Q1 UPDATE Q1 Key Highlights FINANCIALS Revenue 9% up PCP . PLATFORM Marketplace GTV reached $6.9 million in September, up approximately 150% on the prior quarter and 45% on prior month Gateway number of orders transmitted up + 12% on pcp. T otal pharmacy to supplier account connections up 3% YTD , active accounts up 4% YTD . P harm x’ svertically integ rated ED I solution (Relay ED I) to support Sig ma H ealthcare's new South Auckland distribution centrewent operational. The first ag reed work item under the multi-year Strateg ic Alliance. SUPPLIERS N ew supplier sig ning s included, H omartN Z , Pacific O ptics, Coolkidz, Equipmedand X Z one, expanding the Marketplace catalog ue and supporting and supporting continued GTV g rowth. Addition of Parag on Exclusive Promotions (to g o live in N ovember) 24% of recurring revenue YTD g enerated from volumes based (FY26 20% PCP). 12 ED I Relay customers integ rated into the Pharm x Relay solution Formed a commercial strategic collaboration with IQVIA, a leading global provider of advanced analytics, and Hypercube Scientific, a leading data science, advance analytics, and technology company. We will be working together to bring differentiated solutions to Suppliers and Retailers across the Australian and New Zealand Pharmacy industries. These combined solutions will be primarily focussed on supply chain optimisation and automation. PARTNERSHIPS
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FY27 Q1 HIGHLIGHTS Scaling marketplace growth ~2,000 Registered ~10k Number of Orders Annualised Marketplace GTV A$, run rate Actual Forecast $100m target Current trajectory TARGET COHORT TOTAL Average Monthly Active Users* 9% 12% Monthly Repeat Purchase Rate* 91% 66% Monthly Purchase Frequency* 24.6 +39% Q1 FY27 vs Q4 FY26 13.9 +83% Q1 FY27 vs Q4 FY26 Growth in Total GTV +84% +148% Monthly spend per pharmacy* +58% +122% Monthly spend per pharmacy pharmacy (Sep 26) ~$102,000 ~$50,000 *Q1 FY27 average Q1 FY27 vs Q4 FY26
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PHARMX MARKETPLACE Marketplace ~$12bn Serviceable Addressable Market Marketplace remains our principal long term growth engine and and represents a large opportunity $1bn Emerging pathway to $1bn GTV ~500 primary customers at ~40% of current spend (over this spend amount currently) ~1,500 non-primary customers at ~15% of current spend (over this spend amount spend amount currently) Supported by current reported metrics trajectory Supplier growth Margin expansion, more manufacturers and distributors distributors Pharmacy growth More stores and higher monthly monthly spend across all cohorts cohorts New revenue Marketing and advertising in platform Product innovation – FY27 focus areas Order Automation - Launch of Smart Cart Order facilitation - mobile and at-shelf ordering Group controls - head office and rep controls
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EDI GATEWAY AND RELAY Order management across the pharmacy supply chain Manufacturer & supplier UPSTREAM NEW EDI Relay Purchase orders, ASN & invoices +$20bn GTV TAM Volumes based fee Distribution centre DOWNSTREAM EDI Gateway Orders, invoices, delivery visibility $26bn network flow Fixed and variable based fee Pharmacy & store ONE PLATFORM ACROSS THE SPINE OF THE SUPPLY CHAIN · SINGLE DATA & ANALYTICS LAYER RELAY FY27 FOCUS Supplier scaling NZ rollout supporting Sigma Distribution Centre Commence rollout of proposition in AU. GATEWAY FY27 FOCUS Supplier scaling Gateway 5 + AI innovations Supplier migration to single platform; higher-value services and new revenue models models Horizontal expansion eg Hospital ordering
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FY27 Q1 HIGHLIGHTS Pharmx EDI platforms Gateway +12% Orders vs pcp +15% GTV vs pcp +3% Total pharmacy to supplier accounts YTD, YTD, with Active accounts +4% YTD 3 New Gateway suppliers signed Relay pipeline update Live Sigma South Auckland DC 12 Supplier integration 10 in process 40 in pipeline over FY27 140 Target suppliers
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EDI GATEWAY AND RELAY Relay and Gateway EDI Gateway Modernised EDI: up to 18% lower cost, new messaging and data capabilities EDI Relay Gateway extended upstream into Distribution Centres, with Sigma NZ Unique We move up the value chain; upstream competitors cannot move down AI - native Supplier onboarding from weeks to weeks to hours. Any format in; queryable data out Variable fees across expanded GTV opportunity Full vertical services to international markets ~$14bn serviceable GTV across target markets Upstream services (Supplier to DC) ~$9bn serviceable GTV in the Supplier to DC space Existing core services (DC to Store) Legacy fixed fee connections Legacy fixed fee +20bn serviceable GTV
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Q&A
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Thank you Level 7, 1 Castlereagh Street Sydney 2000 investor.relations@pharmx.com.au
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Appendix
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P H A R M X O V E R V I E W Sigma (ASX:SIG) Strategic Alliance A multi-year strategic partnership with Sigma | Sigma | Chemist Warehouse What we agreed Why we did it Why it matters Opportunity to materially change the profile of the business – aligned to existing strategy * Major customer locked in; ANZ footprint strengthened Embedded solutions across the supply chain Ambition: Generate circa $9m new revenues under Part A Secures and expands the core Pathway to 19.9% Agreed percentage of Part B revenue to be used to acquire additional ownership, once per year at then market price. Estimated Estimated $30-$50m new revenues* required for additional 9.9%. 9.9%. No increase expected in FY27. Equity position Sigma hold a 10% equity position in Pharmx Sigma appointed a Pharmx Board representative Accelerates pathway to strong revenue increase, business model change and entrance to new opportunity spaces
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FY26 PLATFORM HIGHLIGHTS Platform insights GLP - 1 shows strong growth Now 11.8% of trade, from 7.5%. Mounjaro rose from 31% to 53% of the category. 50.8% of FY26 growth Up 75% to $2.5bn. The rest is growing Outside GLP-1, trade grew on volume, with average value per unit flat. 5.8% growth excluding GLP-1 Specialty products Ten specialty products across five therapy areas added $470M. 45% of growth outside GLP-1 came from ten products Immunology, heart, eye, cancer, bone health. Personal care Personal care added $267M, with units up 10.1%. 16.5% growth in personal care $1.6bn to $1.9bn. Beauty Beauty was the fastest-growing large category. 22.9% growth in beauty $292M to $359M. Medicinal cannabis Growth came from more volume and a wider range of products. 33.4% growth in medicinal cannabis Now $65M of trade.
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PHARMX PRODUCT SUITE Single Platform Solution Connecting manufacturers, distributors, suppliers suppliers and pharmacies across ANZ Relay NEW Supplier to DC Connects manufacturers to distribution centres PHARMACIES CONNECTED Currently via Sigma NZ DC SUPPLIERS PIPELINE 140+ PRODUCT RANGE Manufacturer range ANNUAL VOLUME Live from Sept 2026 REVENUE MODEL Volume fee on GTV Gateway Supplier to Pharmacy Connects supplier systems to every pharmacy POS PHARMACIES CONNECTED ~7,000 (99% ANZ) SUPPLIERS CONNECTED ~150 PRODUCT RANGE 120,000+ SKUs ANNUAL VOLUME $26bn GTV, 500m lines REVENUE MODEL Account + volume Marketplace NEW Pharmacy ordering One cart for the whole market PHARMACIES CONNECTED 2,000+ registered SUPPLIERS CONNECTED ~100 PRODUCT RANGE 70,000+ SKUs ANNUAL VOLUME GTV +304% FY26 REVENUE MODEL Commission on GTV ANALYTICS All products are supported by and feed into the Pharmx analytics solutions Relay live at Sigma South Auckland DC from Sep 2026; A$700k ARR by year three. Figures as at Sept 2026, company data.
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PHARMX PRODUCT SUITE Shared services and stand - alone capabilities Relay Gateway Marketplace SHARED SERVICES Single platform: one login, one integration Supplier, category and demand analytics Self-service onboarding Secure, high-availability infrastructure and and support INTEGRATION AND EDI Supplier to Distribution Centre EDI Distribution Centre to Pharmacy EDI Enterprise ERP integration: full ERP-to- retail EDI retail Robo dispense integration CSO wholesaler integration CRM integration Relay Gateway Marketplace ORDERING AND STOCK Orders, acknowledgements, out-of-stock and dispatch advice Real-time order processing Pharmacy Portal, Stockview and predictive stock Multi-supplier cart, bulk orders and order templates Rep ordering portal for in-store supplier orders Planogram ordering and on-shelf compliance compliance INVOICING AND COMPLIANCE Invoices sync to POS: eg FRED, Minfos, Z E-invoicing and compliance Receipt, reconciliation and three-way matching PRICING AND PROMOTIONS Smart price visibility: last price paid Promotions hub, exclusive deals and trade marketing Figures as at Sept 2026, company data.