Impedimed Limited · ASX:IPD
Impedimed — Q1 FY27 Earnings Presentation
23 slides from Impedimed's earnings presentation, Oct 30, 2026
Slide 1: ASX cover letter: Investor Presentation
ImpediMed Limited For personal use only 1/50 Parker Court Pinkenba, QLD, 4008 Australia E: [email protected] W : impedimed.com 30 October 2026 Companies Announcements Office Australian Securities Exchange Investor Presentation ImpediMed Limited (ASX:IPD) releases the attached presentat
Slide 2: Q1 FY27 Results
rsonal use only Impedimed Limited Q1 FY27 Results 30 October 2026 Proprietary, do not reproduce, distribute, or excerpt without written permission from ImpediMed. ©2026 ImpediMed Limited. 1
Slide 3: Forward Looking Statements
Forward Looking Statements This presentation contains or may contain forward-looking statements that are based on ImpediMed Limited (ImpediMed) management’s rsonal use only beliefs, assumptions and expectations and on information currently available to management. All statements that address operati
Slide 4: Contents
Contents rsonal use only 1 Business Overview 2 Financial Performance 3 Q2 FY27 Outlook Proprietary, do not reproduce, distribute, or excerpt without written permission from ImpediMed. ©2026 ImpediMed Limited. 3
Slide 5: Business Overview
rsonal use only Business Overview Proprietary, do not reproduce, distribute, or excerpt without written permission from ImpediMed. ©2026 ImpediMed Limited. 4
Slide 6: The SOZO Digital Health Platform Value Proposition
The SOZO® Digital Health Platform Value Proposition Strong foundation rsonal use only • Best-in-class, FDA-cleared, TGA-cleared, and CE-Marked cloud-based digital health platform delivering body composition and fluid outputs, led by new Executive Leadership. Addressing fast growing healthcare segmen
Slide 7: Q1 Key Highlights
Q1 Key Highlights Financial • Revenue $3.8m, up 6% vs Q4 FY26 rsonal use only • TCV $4.4m, compared with $5.4 million in Q4. Reduction driven by lower volume of contracts due for renewal. • Price of renewed contracts increased 18% on average in Q1. • Annual Recurring Revenue $14.9m, up 3% vs Q4 FY26
Slide 8: Lymphoedema & Cancer Survivorship: Building Momentum to Drive Lymphoedema+ Strategy
Lymphoedema & Cancer Survivorship: Building External & Internal Momentum to Drive Lymphoedema+ Strategy rsonal use only RIGHT TIME RIGHT SOLUTION RIGHT TEAM Standards Now Require FDA Clearance for Sarcopenia Commercial Team Built to Lymphoedema Surveillance Assessment Broadens Access Execute The NAP
Slide 9: Right Time: Standards Now Require Lymphoedema Surveillance
Right Time: Standards Now Require Lymphoedema Surveillance rsonal use only NEW STANDARD PREVENT trial: 92% avoided progression to chronic EVIDENCE NAPBC 2027 lymphoedema, backed by peer-reviewed evidence 5.8 Lymphoedema Assessment requires accredited centres to have a lymphoedema BIS is the only met
Slide 10: Right Solution: FDA-Clearance for Sarcopenia Risk Assessment
Right Solution: FDA-Clearance for Sarcopenia Risk Assessment rsonal use only • Sarcopenia risks varies by cancer type and age, up to 80% based 1 in 3 on these variables develop sarcopenia during chemotherapy2 • Potential to impact treatment tolerance and delay in recovery • Muscle mass can have a di
Slide 11: Right Leadership Team
Right Leadership Team: rsonal use only Erik Anderson Nicole Stout, DPT Erik Johnson Blake Ahitow Gina Kimball Managing Director & CEO Head of Sales Sr. Director, Customer Head of Commercial Ops Chief Clinical Innovation Officer Success & Strategic Accts McGregor Grant Scott Savage Julie Kuhlken Chel
Slide 12: The Opportunity: Moving Beyond the Breast Surgeon
The Opportunity: Moving Beyond the Breast Surgeon for True System-Wide Adoption rsonal use only Breast Cancer remains the entry point, extension to Medical Oncology, Survivorship Clinics and Supportive Care Services extends platform opportunity to other cancer types 11 Proprietary, do not reproduce,
Slide 13: Heart Health
Heart Health • Continue to build clinical and commercial momentum in the US rsonal use only outpatient heart failure monitoring market, estimated at US$600 million. • Two clinical studies in place within a large health system with 40+ heart failure clinics: • SOZO in heart failure patients with frai
Slide 14: Weight Management & Body Composition
Weight Management & Body Composition • Continued momentum across key market segments of Primary rsonal use only Care, Sports Medicine & Research, Wellness & Longevity, and Medically Managed Weight Loss. • FDA Clearance for sarcopenia risk assessment along with our existing indication to assess body
Slide 15: Financial Performance
rsonal use only Financial Performance Proprietary, do not reproduce, distribute, or excerpt without written permission from ImpediMed. ©2026 ImpediMed Limited. 14
Slide 16: Cash Flow
Cash Flow Summarized Cash Flow FY27 In thousands Q1 rsonal use only AUD Actual Receipts from customers 4,213 • Cash receipts of $4.2 million, compared with $4.3 million in Q4 FY26. Research & development (104) Product manufacturing & operating costs (228) • Q1 net operating cash outflow of $2.5 mill
Slide 17: TCV and ARR
TCV and ARR SOZO Core Business Total Contract Value1 SOZO Annual Recurring Revenue 2 rsonal use only A$ millions A$ millions • TCV of $4.4m down 19% vs. Q4 FY26, driven by lower • ARR increased by $0.5m or 3% vs Q4 FY26. volume of contracts up for renewal in the period. • In constant currency3, ARR
Slide 18: Global Installed Base and Patient Tests
Global Installed Base and Patient Tests Global Installed Base Patient Tests (000s) New measurement2 rsonal use only ROW installed base Follow-up measurement U.S. installed base Units 17% 3-year CAGR1 • 47 SOZO units sold vs 40 Q4 FY26 • 94,000 patient tests in Q1 FY27 • U.S. unit sales 28 versus 36
Slide 19: Outlook for Q2 FY27
rsonal use only Outlook for Q2 FY27 Proprietary, do not reproduce, distribute, or excerpt without written permission from ImpediMed. ©2026 ImpediMed Limited. 18
Slide 20: Outlook for Q2 FY27
Outlook for Q2 FY27 ❑ US Lymphoedema & Cancer Survivorship o Fill open sales roles and progress sales pipeline rsonal use only o Prioritize NAPBC opportunity targets and current customer land & expand o Leverage updates to clinical leadership, sales team, sarcopenia risk indication, and new messagin
Slide 21: Dr. Nicole Stout, Chief Clinical Innovation Officer
Dr. Nicole Stout Chief Clinical Innovation Officer • Internationally recognized authority in survivorship care and cancer rehabilitation rsonal use only • 25 years of experience in researching, developing and implementing prospective surveillance care pathways and supportive care delivery • Previous
Slide 22: SOZO is the Anchor for Objective Monitoring in Cancer Survivorship
SOZO is the Anchor for Objective Monitoring in Cancer Survivorship Patient Journey Enables Baseline & Long-Term Surveillance rsonal use only Breast Cancer remains the entry point, extension to Medical Oncology, Survivorship Clinics and Supportive Care Services extends platform opportunity to other c
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