Compumedics Limited · ASX:CMP
Compumedics — Shareholder Meeting (October 2026)
29 slides from Compumedics's shareholder meeting presentation, Oct 29, 2026
Slide 1: Annual General Meeting 2026
ANNUAL GENERAL MEETING | 29 OCTOBER 2026 rsonal use only Annual General Meeting 2026 10.30am (AEDT), Thursday 29 October 2026. FY26 was a record year: sales up 18.5%, EBITDA up 74%, back in profit and generating cash. In FY27 we aim to grow sales by double digits again and lift margins further. $60.
Slide 2: Agenda
ANNUAL GENERAL MEETING 2026 Agenda 10.30am (AEDT), Thursday 29 October 2026 | 30-40 Flockhart Street, Abbotsford, Victoria, and online via the Automic platform rsonal use only Meeting opens 01 Welcome, quorum and meeting formalities Chairman's address and update 02 The FY26 result and the outlook fo
Slide 3: Business Snapshot: six revenue segments, now entering a new phase of growth
BUSINESS SNAPSHOT A global medical technology company with six revenue segments - now entering a new phase of growth SIX REVENUE SEGMENTS, ONE PLATFORM Sleep - clinical diagnostics Sleep-lab systems (Grael, PSG) used by hospitals and clinics rsonal use only Compumedics makes the equipment and softwa
Slide 4: Executive Summary: FY26 record sales, profit up, stronger cash
EXECUTIVE SUMMARY FY26 in short: record sales, profit up sharply and much stronger cash rsonal use only SALES ORDERS SALES REVENUE - A RECORD EBITDA $62.7M $60.3M $5.4M Orders slightly ahead of sales (1.04x) Up +18.5% on FY25 Up +74.3% on FY25 $28.3M of orders still to deliver in FY27 Up +21% on FY2
Slide 5: FY27 at a Glance
FY27 AT A GLANCE FY27: double-digit sales growth, wider margins, and three clear steps from a platform that already works rsonal use only Sales revenue ($M) EBITDA ($M) and EBITDA margin Objective: another year of double-digit growth Objective: EBITDA to grow faster than sales - margin expands 10%+
Slide 6: The FY26 result
01 rsonal use only SECTION 01 The FY26 result Record revenue, EBITDA up 74%, a return to profit and materially stronger cash generation - the year the operating model demonstrated its leverage. Compumedics Limited (ASX: CMP) | 2026 Annual General Meeting | 29 October 2026 6
Slide 7: FY26 Financial Results
FY26 FINANCIAL RESULTS Earnings momentum through revenue growth, recurring revenue expansion and cost discipline Sales Orders ($M) Sales Revenue ($M) USA Revenue ($M) rsonal use only 1.04x book-to-bill; $28.3M open orders into FY27 Record revenue FY26, up +18.5% YoY -6% YoY during the U.S. commercia
Slide 8: FY26 Financial Performance
FY26 FINANCIAL PERFORMANCE A step-change in earnings quality, profitability and cash generation Operating leverage demonstrated Revenue up 18.5% and EBITDA up 74.3%, with margin lifting to 9% - evidence of rsonal use only 30 June FYE | $M FY23A FY24A FY25A FY26A the scalability of the operating mode
Slide 9: The FY26 Bridge
THE FY26 BRIDGE $14.2 million of growth from MEG, SaaS and consumables absorbed a temporary $4.9 million decline in capital equipment Growth Decline Total revenue rsonal use only +4.2 +0.3 (2.1) (2.6) +9.7 (0.2) 60.3 50.8 FY25 Consumables Sleep Neuro DWL FY26 MEG SaaS revenue & care capital capital
Slide 10: The FY26 EBITDA Bridge
THE FY26 EBITDA BRIDGE EBITDA up 74%: gross profit growth, other income and delivered cost savings funded a step-up in expensed R&D Growth Decline Total EBITDA $M | constructed from the audited FY26 income statement; components sum to reported FY25 and FY26 EBITDA; FX and D&A shown net. rsonal use o
Slide 11: Business Model & Revenue Diversification
BUSINESS MODEL & REVENUE DIVERSIFICATION A diversified revenue base across multiple geographies and segments GEOGRAPHY - FY26 REVENUE SEGMENT - FY26 REVENUE rsonal use only Asia-Pacific 61% Sleep - clinical diagnostics 27% Somfit & Nexus 360 SaaS 17% Americas 27% Neuro monitoring & research 19% $60.
Slide 12: The platform & growth engines
02 rsonal use only SECTION 02 The platform & growth engines What Compumedics is, how 39 years of engineering built six revenue segments, the markets they address - and where each is heading in FY27. Compumedics Limited (ASX: CMP) | 2026 Annual General Meeting | 29 October 2026 12
Slide 13: The Arc, 1986 - 2026
THE ARC, 1986 - 2026 Three eras of value creation: an engineering contract, an acquisition platform, and an emerging subscription business rsonal use only 01 02 03 1986 - 2000 2001 - 2020 2021 - 2026 The founding insight Building the platform From boxes to subscriptions Solve one hospital’s problem,
Slide 14: Product Evolution 1995 - 2026
PRODUCT EVOLUTION | 1995 - 2026 56 times lighter in 30 years - the precondition for selling studies instead of boxes Regulatory clearance opened the market; miniaturisation is what made the study itself sellable - and a study is what you can sell by subscription. rsonal use only 1995 2000 2007 2023
Slide 15: The Market Opportunity
THE MARKET OPPORTUNITY A large, under-diagnosed market shifting toward home-based, wearable and cloud- delivered care rsonal use only THE ADDRESSABLE MARKETS - $B THE STRUCTURAL SHIFT U.S. HOME SLEEP TESTING Home sleep testing +9.7% CAGR From the laboratory to the home $2.0-2.1B | 2025 Patient conve
Slide 16: Revenue Model
REVENUE MODEL Building a more recurring, visible and valuable revenue model Compumedics has historically generated a significant proportion of revenue from sophisticated capital equipment. That installed base remains a competitive advantage - but the model is evolving: approximately 1,600 systems ar
Slide 17: Sleep - Clinical Diagnostics
SLEEP - CLINICAL DIAGNOSTICS An established global sleep diagnostics business - and the foundation of the recurring model FY26 revenue of $16.1M, down 11% on a strong FY25. Sales orders of $18.2M exceeded revenue - management attributes the shortfall to the timing of shipment and invoicing rather th
Slide 18: Sleep - Somfit & Nexus SaaS
SLEEP - SOMFIT & NEXUS 360 SAAS Somfit is evolving from a diagnostic device into a scalable digital sleep platform Somfit & Nexus 360 SaaS revenue ($M) WHY THE MODEL IS STRATEGICALLY ATTRACTIVE The U.S. opportunity for Somfit rsonal use only Recurring economics Revenue is generated repeatedly as dia
Slide 19: Neuro Monitoring & Research
NEURO MONITORING & RESEARCH A globally established neurotechnology platform supporting growth, cross-sell and innovation Products spanning EEG, Okti, Neuroscan and CURRY are used across clinical and research settings, supporting applications from epilepsy monitoring to advanced neuroscience research
Slide 20: MEG
MEG OrionMEG is transitioning into a high-value global commercial platform The strategic significance of MEG has changed materially over the past year. Twelve months ago the proposition centred on pending installations and future potential. FY26 provided clear commercial evidence. rsonal use only Co
Slide 21: DWL Bloodflow & TCD
DWL BLOODFLOW & TCD An established global business with a clear operational reset and differentiated technology upside The near-term priority is operational performance. Management is focused on improving the efficiency, competitiveness and scalability of the underlying DWL business while continuing
Slide 22: Consumables & Customer Care
CONSUMABLES & CUSTOMER CARE A growing installed base drives durable, recurring revenue FY26 revenue of $8.1M, up 4%. Consumables, service and support generate recurring revenue across Compumedics’ global installed base of more than 25,000 systems. rsonal use only Embedded recurring revenue Attractiv
Slide 23: Why now & the path ahead
03 rsonal use only SECTION 03 Why now & the path ahead The evidence behind the thesis, how the business creates value, and the FY27 objective: further double-digit revenue growth, with EBITDA growing at a faster rate than revenue. Compumedics Limited (ASX: CMP) | 2026 Annual General Meeting | 29 Oct
Slide 24: Why Compumedics, Why Now
WHY COMPUMEDICS, WHY NOW From promise to proof: FY26 put evidence behind every pillar of the investment thesis TWELVE MONTHS AGO FY26 - DELIVERED THE UPSIDE AHEAD rsonal use only Growth Revenue up 2% in FY25; the thesis rested on Record revenue $60.3M, up 18.5% - 1.04x book-to-bill Further double-di
Slide 25: Value Creation
VALUE CREATION How we create value: grow, improve the mix, leverage the base, convert to cash rsonal use only 01 Grow 02 Improve the mix 03 Leverage the base 04 Convert to cash +18.5% 30% 4.0x $6.6M Record FY26 revenue of $60.3M; further Of revenue now recurring (FY24: 25%), led by EBITDA grew at fo
Slide 26: FY27 & The Destination
FY27 & THE DESTINATION Build on the progress: another year of profitable growth on the way to a larger, more recurring, more profitable company rsonal use only “Compumedics remains focused on delivering further double-digit revenue growth in FY27, with EBITDA growth at a faster rate than revenue.” -
Slide 27: Ordinary Business
ANNUAL GENERAL MEETING 2026 Ordinary Business 10.30am (AEDT), Thursday 29 October 2026 | 30-40 Flockhart Street, Abbotsford, Victoria, and online via the Automic platform rsonal use only Financial Statements and Reports Item 1 To receive and consider the Financial Report, Directors' Report and Audit
Slide 28: Disclaimer
DISCLAIMER This presentation has been prepared by Compumedics Limited (ACN 006 854 897) (CMP). It contains summary information about CMP and its activities current as at October 2026, including audited financial information for the year ended 30 June 2026. All figures are in Australian dollars (AU$)
Slide 29: Thank you
rsonal use only ANNUAL GENERAL MEETING | 29 OCTOBER 2026 Thank you Compumedics Limited (ASX: CMP) | Melbourne, Australia | compumedics.com.au Dr David Burton David Lawson Executive Chairman & Chief Executive Officer Director & Chief Financial Officer P: +61 3 8420 7300 P: +61 3 8420 7300 39 years |