Twist Bioscience Corporation · NASDAQ:TWST
Twist Bioscience — Investor Presentation (September 2025)
10 slides from Twist Bioscience's investor presentation, September 2025
Slide 1: Writing the Future
Writing the Future Emily Leproust, CEO and Cofounder SEPTEMBER 2025
Slide 2: Legal Disclaimers
Legal Disclaimers This presentation contains forward-looking statements. All statements other than statements of historical facts contained herein are forward- looking statements reflecting the current beliefs and expectations of management made pursuant to the safe harbor provisions of the Private
Slide 3: One chip
PROTEINS MORE Products DNA MORE Customers MORE Applications DNA on Silicon Platform MORE One chip RNA Markets Unprecedented scale, many opportunities for cost efficient expansion 3 | TWIST BIOSCIENCE | PROPRIETARY and CONFIDENTIAL
Slide 4: Clear Focus: Life Sciences Tools
Clear Focus: Life Sciences Tools 1 2 3 SynBio NGS Biopharma Write Read Solutions PROVEN PLATFORM Disruptive products and services COMMERCIAL EXECUTION Inside sales, digital marketing, account management, B2B, eCommerce STRONG FOUNDATION 4 | TWIST BIOSCIENCE
Slide 5: Adjusted EBITDA Progress Toward Break-even
Adjusted EBITDA Progress Toward Break-even $ Millions $96.1 $92.8 $88.7 $84.7 $81.5 $75.3 53.4% $71.5 GM $63.7 $66.9 49.6% 48.3% GM 45.1% GM 43.3% GM 41.0% GM 40.5% GM GM 36.6% 34.4% GM GM FY23Q3 FY23Q4 FY24Q1 FY24Q2 FY24Q3 FY24Q4 FY25Q1 FY25Q2 FY25Q3 Adj. SG&A + Adj. R&D* $58.3M $57.4M $63.3M $64.4
Slide 6: Strong Quarterly Revenue Growth
Strong Quarterly Revenue Growth $ in Millions Biopharma $96.1 NGS $92.8 $88.7 SynBio $84.7 $81.5 $75.3 $71.5 $66.9 $63.7 $60.2 $56.1 $57.3 $54.2 $48.1 $42.0 $38.0 $35.0 $32.4 $31.2 $28.2 $21.2 $19.3 $15.7 $17.2 $13.6 $13.6 $11.5 Dec Mar Jun Sep Dec Mar Jun Sep Dec Mar Jun Sep Dec Mar Jun Sep Dec Mar
Slide 7: Strong Foundation and Strategic Moat in Place
#1 Deep understanding #2 Multiple #3 Industrialized of customer needs efficient and effective channels customization of biology #4 Digitized operational #5 Standardized #6 $1B infrastructure workflow and supply chain and automated processes investment underway #7 Relentless focus #8 Exceptional rese
Slide 8: Writing the Future
Writing the Future
Slide 9: Adjusted EBITDA Reconciliation
Adjusted EBITDA Reconciliation (In Thousands) Q3 2023 Q4 2023 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 GAAP Net Income $(57,395) $(46,243) $(43,008) $(45,492) (85,571) $(34,655) $(31,594) $(39,328) 20,390 Add (Deduct) Adjustments: Interest Income (3,968) (3,893) (4,120) (3,941) (3,663
Slide 10: Adjusted R&D and SG&A Expenses Reconciliation
Adjusted R&D and SG&A Expenses Reconciliation (In Millions) Q3 2023 Q4 2023 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 R&D Expenses — GAAP $24.5 $23.7 $23.1 $24.1 $22.5 $21.1 $21.3 $23.9 $18.0 Adjusted to exclude: Depreciation and Amortization 1.2 0.8 0.9 0.9 0.9 0.5 0.4 0.4 0.2 Stock-b
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