Aft Pharmaceuticals Ltd. · NZX:AFT
Aft Pharmaceuticals — Shareholder Meeting (July 2026)
31 slides from Aft Pharmaceuticals's shareholder meeting presentation, Jul 31, 2026
Slide 1: 2026 Annual Shareholders' Meeting
For personal use only 2026 ANNUAL SHAREHOLDERS’ MEETING FRIDAY 31 JULY 2026
Slide 2: Important Notice
Important Notice For personal use only This presentation has been prepared by AFT Pharmaceuticals Limited (“AFT”), to provide a general overview of the performance of AFT. It is not prepared for any other purpose and must not be provided to any person other than the intended recipient. This presenta
Slide 3: Welcome
WELCOME For personal use only David Flacks Chair 3
Slide 4: Directors
DIRECTORS For personal use only Dr Hartley Atkinson Allison Yorston Andrew Lane Managing Director, Chief Independent Director Independent Director Executive Officer Dr Ted Witek Marree Atkinson Independent Director Executive Director, Chief of Staff 4
Slide 5: Agenda
AGENDA • Chair’s address For personal use only • Managing Director’s address • Discussion • Resolutions • General business • Meeting close 5
Slide 6: $300M Revenue Target Now in Sight
$300M Revenue Target Now in Sight Building a larger and more diversified business through disciplined international expansion AN OUTSTANDING GROWTH RECORD EXPANDING GLOBAL FOOTPRINT For personal use only • FY26 Total Sales $254.7M, up 22% (17% 20-yr CAGR) • Europe: UK & EU • Operating profit ahead o
Slide 7: Chief Executive's Address
CHIEF EXECUTIVE’S ADDRESS For personal use only Dr Hartley Atkinson Managing Director and Chief Executive Officer 7
Slide 8: An Unbroken Record of Growth
An Unbroken Record of Growth AFT has delivered more than two decades of uninterrupted growth by identifying unmet clinical needs and investing to develop and in-license intellectual property to meet those needs and improve health outcomes For personal use only Operating revenue $300.0 $300.0 $254.7
Slide 9: History of AFT Pharmaceuticals
History of AFT Pharmaceuticals For personal use only AFT was founded over 25 years ago by Dr Hartley and Marree Atkinson. Since then, AFT has remained an Atkinson-family controlled business and has grown organically into Australia and internationally The 2015 IPO raised funds to pursue a more aggres
Slide 10: Investment in Growth Driving Long Term Value Creation
Investment in Growth Driving Long Term Value Creation KEY HIGHLIGHTS • Full year operating revenue up 22% to $254.7 million (FY25: $208.0 million), driven by double-digit sales growth across all territories • Product sales and royalties up 21% to $251.6 million (FY25: $207.4 million), supported by g
Slide 11: Australia: Sustained Momentum in our Largest Market
Australia: Sustained Momentum in our Largest Market • Australia continued to be the primary driver of group performance in FY26, supported by broad-based strength across key OTC and For personal use only pharmacy brands and ongoing uptake in prescription medicines. Revenue up 19%, operating profit u
Slide 12: New Zealand: Steady Growth with Ongoing Opportunities
New Zealand: Steady Growth with Ongoing Opportunities • New Zealand delivered another year of growth (revenue up 11%, operating profit up 7%) supported by continued momentum across key For personal use only categories and the ongoing expansion of our hospital injectables and prescription portfolio.
Slide 13: Asia: Returned to Normalised Trading Conditions
Asia: Returned to Normalised Trading Conditions • Asia delivered a stronger FY26 result (revenue up 41% and operating profit up 111%) as full year trading normalised from one-off disruptions in FY25 For personal use only • China continues to be a key strategic focus, supported by continued growth in
Slide 14: AFT's Global Reach
For personal use only AFT’s Global Reach Our medicines are now available in 87 countries around the world AFT PHARMACEUTICALS WORKING TO IMPROVE YOUR HEALTH 14
Slide 15: International Expansion – Investing for Long Term Growth in New Markets
International Expansion – Investing for Long Term Growth in New Markets INTERNATIONAL REVENUE COUNTRIES WHERE MAXIGESIC IS SOLD AND ORDERED $30.0 $27.8 $28.5 100 For personal use only $3.0 87 $25.0 80 $8.5 80 73 $20.0 61 $16.0 60 COUNTRIES $0.7 NZ$M $15.0 $13.1 46 43 $11.7 $25.5 $9.9 $0.9 40 $10.0 $
Slide 16: How Does R&D Pipeline make Money when sold ex-AFT
How Does R&D Pipeline make Money when sold ex-AFT Licensing Income UPFRONT PAYMENTS 9.0 8.5 For personal use only 8.0 Payment upon signing of licensing deal 7.0 6.7 6.0 MILESTONE PAYMENTS 5.0 NZ$M 3.8 4.0 3.3 Payment for event e.g. regulatory approval; first launch 3.0 3.1 2.1 2.1 1.8 2.0 0.9 SALES
Slide 17: Development and In-Licensing Activities
Development and In-Licensing Activities SIMPLER R&D DEVELOPMENTS For personal use only AU OTC Projects - filing 2 significant dossiers after completing clinical studies (assuming successful) before end 1Q27. Both markets > A$50M sales potential New Formulations - Migraine R&D project (70% AFT). In A
Slide 18: Progressing Research and Development Investments
Progressing Research and Development Investments Several programmes have exited development and are moving to revenue generation; our R&D programme is also attracting interest COMMERCIALISING AFT’S INTELLECTUAL PROPERTY For personal use only Research and development expenditure Intravenous Iron Deve
Slide 19: A Strong Research and Development Pipeline
A Strong Research and Development Pipeline AFT’s positive cashflows have positioned the company well to undertake and secure research and development projects either alone or in partnership with others. PROJECT PATENTS PARTNERS FILING PROGRESS/ MARKET /COMMENT For personal use only Stability Project
Slide 20: Pascomer FA (Facial Angiofibromas) - Orphan Drug
Pascomer FA (Facial Angiofibromas)- Orphan Drug DEVELOPMENT UPDATE For personal use only Pascomer is a Treatment of the Facial Angiofibromas of Tuberous Sclerosis (FA in TSC) • Clinical study completed. The study showed Pascomer delivered statistically significant [p<0.05] benefits against the clini
Slide 21: Stability Project - Temperature Stabilised Injectables
Stability Project -Temperature Stabilised Injectables PARTNERSHIP For personal use only Partnership agreement with Stablepharma Plc (20% partner) DEVELOPMENT PROJECT Develop fridge-free versions of drugs that are stored refrigerated Development work undertaken at laboratory in Madrid Spain by expert
Slide 22: Iron IV - Final Phase III NCE Injectable Iron Global Study
Iron IV - Final Phase III NCE Injectable Iron Global Study DEVELOPMENT UPDATE: Truly Global Regulatory Plan Opened US FDA IND. Positive Japan PMDA decision For personal use only Include also China, EAEU in regulatory development plan Conduct large clinical Phase III study in 1366 patients run by AFT
Slide 23: Research and Development Pipeline Estimated Launch Timelines
Research and Development Pipeline Estimated Launch Timelines Q2 For personal use only Topical Infantile Q1 Haemangiomas Novel Injectable Q1 Q2 Q3 Pascomer Facial Temperature Topical Keloid Angiofibroma Stable IVs Scars 2027 2028 2029 2030 2031 2032 Q4 Pascomer Port Wine Stain Injectable Iron Q4 Burn
Slide 24: Outlook: Positioned to Drive Future Growth in Both Revenue and Earnings
Outlook: Positioned to Drive Future Growth in Both Revenue and Earnings • We expect to extend our growth record in FY27 as we drive towards our revenue goal of $300 million plus through: For personal use only • continued expansion in Australasian markets; • a strong programme of launches across Inte
Slide 25: Questions
For personal use only QUESTIONS
Slide 26: Resolutions
For personal use only RESOLUTIONS
Slide 27: Resolution 1: Re-election of Marree Atkinson
RESOLUTION 1: RE-ELECTION OF MARREE ATKINSON For personal use only That Marree Atkinson, who retires by rotation and is eligible for re-election, be re-elected as a director of the Company. 27
Slide 28: Resolution 2: Auditors Remuneration
RESOLUTION 2: AUDITORS REMUNERATION For personal use only That the directors are authorised to fix the fees and expenses of Deloitte as auditor for the ensuing year. 28
Slide 29: Voting and General Business
For personal use only VOTING AND GENERAL BUSINESS
Slide 30: Meeting Close
For personal use only MEETING CLOSE
Slide 31: For More Information
For personal use only FOR MORE INFORMATION Dr Hartley Atkinson Managing Director Email: [email protected] Stuart Houliston Chief Financial Officer Email: [email protected] AFT Pharmaceuticals Limited Level 1, 129 Hurstmere Road Takapuna, Auckland 0622 New Zealand www.aftpharm
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