Ava Risk Group Ltd. · ASX:AVA
Ava Risk — Shareholder Meeting (October 2026)
32 slides from Ava Risk's shareholder meeting presentation, Oct 29, 2026
Slide 1: ASX Announcement – Annual General Meeting Presentations
For personal use only 29 October 2026 ASX ANNOUNCEMENT – ANNUAL GENERAL MEETING PRESENTATIONS In accordance with the ASX Listing Rules, the Chairman’s and CEO addresses and presentations to the 2026 Annual General Meeting (“AGM”), are appended. This announcement has been approved for release by the
Slide 2: Chairman's Address
CHAIRMAN’S ADDRESS For personal use only Good morning, and on behalf of my fellow Directors, welcome to AVA Risk Group’s 2026 Annual General Meeting, whether you are joining us in person or online. Today I want to focus on the business AVA is becoming, the strategic decisions we have taken to suppor
Slide 3: Chairman's Address (continued)
profitable business, built on a platform with substantial potential to scale as deployment volumes and recurring services grow. For personal use only Our technology is just as important as our financial model. AVA has developed and refined market-leading sensing and security technologies over more t
Slide 4: Appointment of Group CEO Bryant Henson
The most important of these steps is the appointment of Bryant Henson as our Group Chief Executive Officer. Following an extensive global search, Bryant commenced in August, based in the United States, where we see a For personal use only significant long-term growth opportunity. Bryant brings more
Slide 5: CEO Address: Background and Experience
I've spent more than two decades working in large, global technology and industrial businesses, including Lockheed For personal use only Martin, L3Harris and, most recently, Otis Worldwide. At Lockheed Martin, I worked across defence, aerospace, large-scale systems integration and sustainment. At L3
Slide 6: CEO Address: Customers and Market Access
have built strong relationships with demanding customers around the world. As we move forward, we will continue to build out our talent bench in targeted areas. For personal use only Second, our customers and market access. For a business of AVA's size, we have an impressive position in markets such
Slide 7: CEO Address: Q1 FY27 Bookings and Pipeline
In Access, our investment and launch of the updated reader range remains on track for market launch. Additionally, For personal use only the dormakaba global framework agreement remains a critical pillar to segment growth, with focus on growing U.S. distribution. The UniKey agreement and dormakaba d
Slide 8: CEO Address: Talent, Focus and Growth
I've learned throughout my career that sustainable performance begins with talent and culture. You can have a great strategy, but without the right behaviours and accountability, you won't consistently deliver. For personal use only Third, we need greater focus. We have a global footprint and opport
Slide 9: CEO Address: Global Market Dynamics
Up until now I’ve spoken to you about what we need to change to unlock AVA’s potential. Now I’d like to spend some time speaking with you on what supports those actions for change, how we position ourselves to take advantage, For personal use only and the proof points that validate our path ahead. A
Slide 10: Deep Learning for DAS Systems
We utilise a specific type of AI called Deep Learning which uses multi-layer (deep) artificial neural networks (DNNs) to emulate the human brain. By feeding the DNN a lot of representative and diverse data, it can learn and create For personal use only knowledge from multiple layers of information p
Slide 11: Delivering in FY27
This journey starts with delivering in FY27. I have set out 4 key focus items for us this fiscal year and several milestones that I expect to complete. For personal use only While we're not going to solve every challenge in the first few months and some will be a multi-year endeavour, and I'm not go
Slide 12: Unlocking AVA's Potential
2026 ANNUAL GENERAL MEETING rsonal use only UNLOCKING AVA’S POTENTIAL A stronger platform. A sharper focus. Bigger ambitions. DAVID CRONIN CHAIRMAN BRYANT HENSON CEO
Slide 13: Important Information
APPENDIX • NOT PART OF CHAIRMAN’S SPEAKING SLIDES IMPORTANT INFORMATION rsonal use only This presentation has been prepared by Ava Risk Group Limited (AVA) for general information purposes and does not constitute an offer, invitation or recommendation to acquire securities. Statements regarding mark
Slide 14: FY26 in Context
FY26 IN CONTEXT FY26 acknowledged. FY27 focused. Financial outcomes fell short. The strategic work undertaken positions AVA for a more focused year ahead. rsonal use only THE CORE LESSON $28.8m ~breakeven Reduce dependence on the FY26 REVENUE + OTHER INCOME UNDERLYING EBITDA¹ timing of individual ma
Slide 15: Raising the Execution Standard
RAISING THE EXECUTION STANDARD A strong platform. A sharper commercial engine. The strategic shift: from individual project success to a systematic, repeatable growth model. rsonal use only WHAT AVA HAS BUILT WHAT WE ARE STRENGTHENING Priority and qualification of high-value Technically differentiat
Slide 16: The Investment Case
THE INVESTMENT CASE Market-leading technology. Attractive economics. Detect demonstrates the characteristics of a high-margin platform with substantial room to scale. rsonal use only $19.3m $2.43m ~73% DETECT FY26 REVENUE + OTHER DETECT FY26 SEGMENT EBITDA REVENUE LESS MATERIALS MARGIN¹ INCOME Aura
Slide 17: Unlocking Shareholder Value
UNLOCKING SHAREHOLDER VALUE Unlocking the value within AVA. Proven technology, attractive economics and substantial untapped potential. rsonal use only 01 02 03 PROVEN TECHNOLOGY OPERATING LEVERAGE UNTAPPED OPTIONALITY More than 20 years of investment in Detect demonstrates high-margin Access and Il
Slide 18: U.S. Strategic Alignment
U.S. STRATEGIC ALIGNMENT The right platform for a major opportunity. Capital, governance, relationships and executive capability are deliberately aligned to U.S. expansion. rsonal use only 01 02 03 REAR ADMIRAL TERRY HALE CAPITAL MCKNIGHT BRYANT HENSON Strategic funding partner with U.S. Board exper
Slide 19: Why We Partnered with Bryant
WHY WE PARTNERED WITH BRYANT BRYANT rsonal use only HENSON CAREER EXPERIENCE OTIS WORLDWIDE Executive Vice President Global Strategy & Business Development L3HARRIS TECHNOLOGIES Ambitious thinking. President Disciplined execution. Global mission-critical technology leadership LOCKHEED MARTIN More th
Slide 20: The Next Chapter
THE NEXT CHAPTER rsonal use only SUBSTANTIAL UNTAPPED VALUE. BIG PLANS. DETERMINED TO DELIVER. Market-leading technology • Expanding markets • Stronger leadership HANDOVER TO BRYANT HENSON | GROUP CEO
Slide 21: CEO Perspective: 60-Day Impressions of AVA's Potential
CEO PERSPECTIVE • 60-DAY IMPRESSIONS AVA’s POTENTIAL rsonal use only Talent Customer and market access Execution and processes Technology AVA RISK GROUP / 2026 AGM
Slide 22: Protecting Critical Infrastructure & High-Value Assets
PROTECTING CRITICAL INFRASTRUCTURE & HIGH-VALUE ASSETS GLOBAL TECHNOLOGY LEADER rsonal use only AVA RISK GROUP / 2026 AGM
Slide 23: Growing the Pipeline
GROWING THE PIPELINE FY27 – A YEAR OF FOCUS F Y 27 Q1 ORDERS rsonal use only DETECT ORDERS OPPORTUNITY PIPELINE (A$M) S o lid start to FY 27 • Q 1 O rd ers of A $ 6 .7 M • Bo o k- To - Bill: 1 .2 with ~ A $ 7 .2 M in Backlo g Improving commercial capabilities High Probability 11.7 • Experienced sale
Slide 24: Framework to Deliver Shareholder Value
FRAMEWORK TO DELIVER SHAREHOLDER VALUE BUILDING LONG-TERM SHAREHOLDER VALUE rsonal use only Accelerate • Drive operational excellence 1 Growth 4 • Grow with mega-trends • Maintain a strong balance sheet Back to Basics • Expand geographic reach • Strengthen execution and accountability • Deepen custo
Slide 25: From Product Silos to Technology Partner
GOING TO MARKET AS ONE COMPANY, ONE TEAM • TECHNOLOGY PARTNER FROM PRODUCT SILOS TO TECHNOLOGY PARTNER rsonal use only Focuses on outcomes Comprehensive solution offering Complimentary technology AVA CAN DELIVER SOLUTION CAPABILITY ACROSS THE ENTIRE LAYERED SECURITY ECOSYSTEM AVA RISK GROUP / 2026 A
Slide 26: Global Market Dynamics
GLOBAL MARKET DYNAMICS ACCELERATING DEMAND rsonal use only 1 HSD 2 HSD 3 HSD 4 LDD HSD 5 HSD 6 AVA RISK GROUP / 2026 AGM
Slide 27: Geo-Political Dynamics
GEO-POLITICAL DYNAMICS DURABLE DEMAND rsonal use only HIGHER GOVERNMENT SPENDING CRITICAL INFRASTRUCTURE PROTECTION MARITIME SECURITY INVESTMENT GEOGRAPHIC MARKET EXPANSION REPEATABLE, LONG-TERM REVENUE REVENUE OPPORTUNITY GEO-POLITICAL DYNAMICS ARE CREATING A STRUCTURAL, LONG-TERM NEED FOR INTELLIG
Slide 28: Growth Strategy: Building a Global Technology Company
GROWTH STRATEGY • BUILDING A GLOBAL TECHNOLOGY COMPANY STRATEGIC DISCIPLINE rsonal use only Extend Aura Ai-X applications; commercialise the refreshed BQT reader range; grow Illuminate through OEM and channel leverage Expand addressable market and increase win rate Build regional scale and market le
Slide 29: The Deep Learning Advantage
TECHNOLOGY • AVA’S AI DIFFERENTIATION THE DEEP LEARNING ADVANTAGE rsonal use only AVA’S TECHNOLOGY ADVANTAGE – PRODUCING INDUSTRY LEADING DAS PERFORMANCE AVA RISK GROUP / 2026 AGM
Slide 30: Global Validation
GLOBAL VALIDATION PROVEN WHERE PERFORMANCE MATTERS rsonal use only LEVERAGING DIFFERENTIATED TECHNOLOGY TO CAPTURE GROWING GLOBAL VERTICALS AVA RISK GROUP / 2026 AGM
Slide 31: Delivering FY27
FOCUS DELIVERING FY27 rsonal use only Drive velocity of Orders closure and backlog Deliver higher channel volumes and project conversion in Detect segment. wins in Illuminate and Access segments. Expand US locking sales and execute UniKey Focus working capital discipline and agreement. improve colle
Slide 32: Thank you
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