Aptamer Group Plc · LSE:APTA
Aptamer — FY2026 Earnings Presentation
18 slides from Aptamer's earnings presentation, September 2026
Slide 1: Full year results for twelve months to 30 June 2026
Investor presentation Full year results for twelve months to 30 June 2026 [email protected] www.aptamergroup.com
Slide 2: Disclaimer
© Aptamer Group 2025 DISCLAIMER This presentation (“Presentation”) contains forward-looking statements, including in relation to the financial position and prospects of Aptamer Group plc (“Company”) and its group (“Group”). These forward-looking statements are not based on historical facts but rathe
Slide 3: Board of Directors and Presentation team
© Aptamer Group 2025 Board of Directors and Presentation team Presentation Dr Adam Hargreaves team Non-Exec Chair Dr Arron Tolley Andrew Rapson Chief Executive Chief Financial Officer Officer Dr David Bunka Chief Scientific Officer ‒ Co-founded Aptamer Group in 2008 ‒ Over 20 years of finance experi
Slide 4: Business overview
© Aptamer Group 2025 Business overview Key Metrics FY26 £4.1m raised (net) | Ended the year with £4.4m cash Business overview +28% revenue | 36% increase in large pharma repeat business Platform improvements| Faster development & expanded chemistry AIM listed since 2021 Two licensing deals | Assets
Slide 5: Financial review
Financial review
Slide 6: Income statement and cash flow
© Aptamer Group 2025 Income statement and cash flow Year ended Year ended 30 Jun ‘26 30 Jun ‘25 Group revenue of £1.5m (2025: £1.2m) £’000 £’000 • 28% increase in revenue versus 2025 Revenue 1,544 1,203 • Repeat business with multiple top 20 Cost of Sales (722) (624) pharmaceutical companies Gross p
Slide 7: Balance sheet
© Aptamer Group 2025 Balance sheet Year ended Year ended 30 Jun 26 30 Jun 25 £’000 £’000 • Net assets of £5.7m (2025: £1.4m) Other intangible assets 273 225 • Equity raise in April 2026 raising net proceeds of Property, plant & equipment 307 290 £4.1m Right-of-use assets 63 124 • Cash of £4.4m (2025
Slide 8: £4.1m raised
© Aptamer Group 2025 Fundraise Strengthen Establish Strengthen market position and protect Establish a presence in a high-value £4.1m long-term revenue through strategic AI/ML space to capture larger deal values adoption and drive expansion raised Derisk Accelerate Derisk the platform for therapeuti
Slide 9: Operational review
Operational review @ aptamer
Slide 10: Commercial traction and platform improvements
© Aptamer Group 2025 Commercial traction and platform improvements Commercial performance 28% 36% increase increase in fee-for-service revenue, in repeat business from large compared to FY2025 pharmaceutical companies Operational Platform improvements review Automation Speed Chemistry Manufacturing
Slide 11: Advancing Optimer assets
© Aptamer Group 2025 Advancing Optimer® assets Global life sciences conglomerate • Enzyme-modulation Optimer® binders out- licensed to Twist Bioscience and Alphazyme, with four further companies evaluating the technology for licensing. • Optimer® IHC reagents delivered to customer for evaluation in
Slide 12: Building an AI discovery engine
© Aptamer Group 2025 Building an AI discovery engine Model architecture Data training The AI model architecture has been built and trained on an The model was trained on 662,950 sequences across 223 in-house dataset and can screen candidates. Initial Optimer® protein targets as of 30 September 2026,
Slide 13: Targeted radiotherapy programme launch
© Aptamer Group 2025 Targeted radiotherapy programme launch Target ID & Lead Characterisation Discovery optimisation Preclinical IND Market Radiopharmaceutical delivery Cancer imaging Top 3 pharma $5.6bn High value target 01 CAGR High value target 02 10.3% High value target 03 Operational review Fir
Slide 14: Therapeutic oligonucleotide delivery programme expansion
© Aptamer Group 2025 Therapeutic oligonucleotide delivery programme expansion Target ID & Lead Characterisation Discovery optimisation Preclinical IND Market Therapeutic oligonucleotide delivery Fibrosis delivery vehicle $10.6bn CAGR Kidney disease delivery vehicle 19.5% Blood-brain barrier shuttle
Slide 15: Post-period review
Post-period review @) aptamer
Slide 16: Post-period highlights
© Aptamer Group 2025 Post-period highlights Commercial momentum Technical developments Licensing outlook Partnership-led growth Increase in sales pipeline from Folic acid Optimer® binders The Group is proactively Multi-year, multi-target master service agreements under £4.8 million at 30 June 2026 t
Slide 17: Roadmap for value realisation
© Aptamer Group 2025 Roadmap for value realisation Integration & Preclinical validation Commercialisation discovery & scaling & clinical entry Integration of wet lab 1. In vivo PoC data across 2 1. Out-licensing 2 validated data to generative AI therapeutic programmes therapeutic assets AI training
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