Beam Communications Holdings Limited · ASX:BCC
Beam Communications — Shareholder Meeting (November 2026)
8 slides from Beam Communications's shareholder meeting presentation, Nov 4, 2026
Slide 1: 2026 Annual General Meeting
Beam Communications Holdings Limited rsonal use only 2026 Annual General Meeting November 4th 2026 1
Slide 2: FY26 | Delivering on our commitments
FY26 | Delivering on our commitments rsonal use only Ensure sustainability of business | Return Cash to Shareholders $13.3M $3.5M Returned to shareholders Annualised cost savings A$12.1M capital return (May 2026) + A$1.2M dividend (Q1 FY27) Cost optimisation and business right-sizing since October 2
Slide 3: FY26 | A more sustainable operating base
FY26 | A more sustainable operating base rsonal use only METRIC FY25 FY26 Total ordinary revenue $25.7M $18.2M Continuing business revenue $19.3M $17.1M EBITDA excl. ZOLEO disposal gain ($2.3M) $1.6M Normalised EBITDA¹ $1.9M $2.3M Statutory net profit after tax ($13.5M) $14.3M FY26 statutory NPAT in
Slide 4: What changed | A smaller revenue base
What changed | A smaller revenue base rsonal use only Ordinary revenue (A$M) THE CONTEXT FY25 $25.7M • ZOLEO device and royalty revenue exited • Remaining contracted Iridium deliveries FY26 $18.2M completed • Core equipment revenue is order-driven and can fluctuate Cost reduction and a focused opera
Slide 5: Q1 FY27 | Positive cash flow and equipment demand
Q1 FY27 | Positive cash flow and equipment demand rsonal use only $3.4M $2.8M +$160K Operating revenue Core equipment revenue Operating cash flow Up ~20% quarter-on-quarter Up 34.1% quarter-on-quarter As reported in Appendix 4C Ordinary revenue by quarter (A$M) $3.31M $3.44M $2.96M $2.86M Q2 FY26 Q3
Slide 6: Q1 FY27 | Liquidity | Cash generation and shareholder returns
Q1 FY27 | Liquidity | Cash generation and shareholder returns rsonal use only Opening cash $4.038M Net operating cash flow +$0.160M Investing cash flow –$0.013M Financing cash flow –$1.264M Closing cash $2.921M A$1.21M dividends were paid during Q1 FY27; A$0.5M overdraft facility remained undrawn. C
Slide 7: Our continuing businesses | Three complementary activities
Our continuing businesses | Three complementary activities rsonal use only Core Beam equipment Recurring airtime & services SatPhone Shop 82% of ordinary revenue 14% of ordinary revenue 4% of ordinary revenue Beam docks, terminals, accessories. Airtime, maintenance and service Satellite communicatio
Slide 8: Positioned for the next phase
Positioned for the next phase rsonal use only RESET Cost base substantially reduced and shareholder capital returned. OPERATIONS Positive FY26 EBITDA and positive Q1 FY27 operating cash flow. DISCIPLINE Cash flow focus amid a lower anticipated FY27 revenue base. Continuing assessment of organic, cor
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