FY26 Financial Results Presentation

• Reported revenue declined due to forex volatility.
• H2 FY26 nEBITDA increased to $8.1M, up 61.8% from H1 FY26.
• Full-year FX-adjusted* Group Revenue was within 2.2% of guidance.
• The company expects mid-single digit organic revenue growth in FY27.
• Anticipates double-digit nEBITDA growth in FY27.

Trajan Group Holdings Ltd announced its FY26 financial results, reporting a decline in revenue due to forex volatility, particularly the appreciation of the Australian dollar. However, underlying H2 FY26 revenue showed improvement. The company's normalized EBITDA increased by 61.8% in H2 FY26 compared to H1 FY26, reaching $8.1M. Despite the forex impact, full-year FX-adjusted Group Revenue was within 2.2% of guidance. The company's Components & Consumables segment demonstrated stability, while the Capital Equipment segment faced challenges due to softer market conditions. Disruptive Technologies showed strong performance with sustained microsampling sales growth. Looking ahead to FY27, the company expects mid-single digit organic revenue growth and double-digit nEBITDA growth, with plans to reduce the cost base and improve cash conversion.

Mid-single digit organic revenue growth and double-digit nEBITDA growth in FY27

Trajan Group Holdings Ltd expects nEBITDA momentum to continue in FY27, with the cost base expected to reduce further. The company plans modest growth in its Capital Equipment Food portfolio and anticipates Pharma to return to growth mode. The company has hedging at sub USD $0.70c through to June 2027 and expects to return to a debt reduction mode with improved cash conversion.