ACUSENSUS LIMITED. — AGM Information 2025

Nov 18, 2025

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2025 AGM Managing Director’s Presentation

19 November 2025

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Disclaimer

This presentation has been prepared by and is being issued by Acusensus Limited (ASX:ACE) ( Company or Acusensus ) for information purposes only. Each recipient of this presentation is deemed to have agreed to accept the qualifications, limitations and disclaimers set out below.

The information in this presentation is provided in summary form and does not purport to contain all of the information necessary for investment decisions. The information in this presentation should be read together with the Company’s financial results released on the ASX announcement platform together with other announcements and information about the Company released on its ASX announcement platform and on its website at https://www.acusensus.com/. The information in this presentation does not constitute investment or financial product advice (nor taxation or legal advice) or a recommendation to acquire securities in Acusensus and is not intended to be used as the basis for making any investment decision. This presentation does not take into account your individual investment objectives, financial situation or particular needs. Before making investment decisions in connection with any acquisition of securities, investors or potential investors should consider their own investment objectives, financial situation and particular needs and obtain their own professional advice.

The information contained in this presentation has been prepared in good faith by Acusensus, however no representation or warranty expressed or implied is made by Acusensus, its related bodies corporate, its directors, officers, employees, advisers and agents ( Parties ) as to the accuracy, correctness, completeness or adequacy of any statements, estimates, opinions or other information contained in this presentation including any forecasts or prospective financial information. Nothing contained in this presentation, nor any information made available to you is, or shall be relied upon as, a promise, representation, warranty or guarantee, whether as to the past, present or the future. To the maximum extent permitted by law, none of the Parties takes any responsibility for any loss or damage suffered as a result of any inadequacy, incompleteness or inaccuracy in any such statement or information including, without limitation, any financial information, any estimates or projections and any other financial information.

To the maximum extent permitted by law, the Parties disclaim any liability to any person for any direct, indirect or consequential loss or damage which may be suffered by any person through the use or reliance on anything contained in or omitted from this presentation.

Forward looking statements

This presentation contains certain forward-looking statements. Words such as “continue”, “expect”, “forecast”, “potential”, “estimated”, “projected”, “likely”, “anticipate”, “should”, “could”, “may”, “predict”, “plan”, “will”, “believe”, “target”, “intend” and other similar expressions are intended to identify such statements. Indications of, and guidance on, future earnings and financial position and performance are also forward-looking statements. Forward-looking statements are based on Acusensus’ current views and assumptions and are subject to known and unknown risks, uncertainties and other factors, many of which are outside the control of Acusensus. These risks and uncertainties could cause Acusensus’ actual results, performance or achievements to differ materially from those expressed or implied in this presentation. Such forward-looking statements speak only as of the date of this presentation and should not be relied on as an indication, representation or guarantee of future performance. Accordingly, the Parties do not give any assurance, representation, warranty or guarantee that the occurrence of the events expressed or implied in any forward-looking statement referred to in the presentation will actually occur or be achieved as contemplated. Nor do the Parties take any responsibility or duty to update, revise or maintain any forward-looking statement to reflect any change in Acusensus’ financial condition, status or affairs or any change in the expectations, assumptions, events, conditions or circumstances on which any such statement is based after the date of this presentation, except as required by law. Past performance information provided in this presentation may not be a reliable indication of future performance.

Financial data

All dollar values are in Australian dollars ($AUD) unless noted otherwise.

Acusensus uses certain measures to manage and report on its business that are not recognised under Australian Accounting Standards or IFRS. These measures are collectively referred to in this document as ‘non-IFRS financial measures’. Management uses these non-IFRS financial measures to evaluate the performance and profitability of the overall business. The principal non-IFRS financial measure that is referred to in this document is EBITDA. EBITDA is earnings before interest, tax, depreciation and amortisation. Management uses EBITDA to evaluate the operating performance of the business, the non-cash impact of depreciation and amortisation and interest and tax charges. Although Acusensus believes that these measures provide useful information about the financial performance of Acusensus, they should be considered as supplements to the income statement measures that have been presented in accordance with the Australia Accounting Standards and IFRS and not as a replacement for them. Non-IFRS financial measures have not been subject to audit or review.

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Changing Behaviours, Saving Lives

Acusensus innovates technology to supply enforcement services to change driver behaviours to reduce road trauma

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Acusensus is a road safety pioneer, we:

• introduced world first enforcement camera solutions to counter multiple of the fatal five driver behaviours which together cause the majority of road casualties;

• supply enforcement camera services predominantly to government clients in Australia, NZ, the USA and the UK using proprietary and pioneering technology;

• deliver programs that have repeatedly correlated with road casualty reduction and significant driver behaviour change;

• expand our global impact through geographic growth and through investments in research & development, working toward a goal of providing solutions that can address all of the Fatal Five dangerous driver behaviours.

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DISTRACTED SEATBELTS SPEEDING IMPAIRED FATIGUE
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Acusensus supplied the world first enforcement camera program for this behaviour

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FY25 Highlights

Significant progress achieved in advancing the organisation’s mission and setting up the business for future growth

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Contracts Won

Significant increase in Total Contract Value with several new material contracts awarded.

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Contracts Expanded

Growth supplemented by expansion and extension of existing major contracts.

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International Business Doubled

International growth in key target markets (USA, UK, NZ) gaining momentum

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New Products Deployed

Product innovation and enhancement opening new opportunities for future growth

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FY25 Highlights - Contracts Won

Significant increase in Total Contract Value with several new material contracts awarded

• Western Australia multi-function trailer-based enforcement contract with estimated value prior to any variable elements of $9.4 million (excl. GST) over the initial three-year term.

• Nationwide New Zealand mobile speed camera enforcement program with an estimated contract value of up to NZ$92 million (excl. GST) over the initial five-year term (contract commenced in December 2024).

• Award of a new five-year framework contract by Transport for NSW for the mobile phone and seatbelt detection following expiry of the previous contract, with the annual value of project orders entered into under the framework contract of $8.94m (exc. GST).[1]

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1. Project orders commenced on 1 March 2025 and have an initial term of two years, with a first option to renew for two years and second option to renew for a further one year.

FY25 Highlights - Contracts Expanded

Growth supplemented by expansion and extension of existing major contracts

• NSW mobile speed camera contract was extended for an additional year of services until 30 June 2026

• Queensland mobile phone and seatbelt contract was expanded to double the reach of transportable units across the state at an estimated incremental value of $27.4m (excl. GST)

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FY25 Highlights - International Business Doubled International growth in key target markets gaining momentum

• $4.2m of international revenues, contributing 7% to group revenues, up 104% vs FY24

• Six long-term contracts for real time enforcement in the USA (state-level and community-level) and first long-term contract for distracted driving and seatbelt enforcement in the UK

• New Zealand market established with the award of New Zealand speed camera contract. Deployments started in May 2025, expecting to get to full capacity by end of 1H FY26

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FY25 Highlights - New Product Deployed

Significant progress achieved in advancing the organisation’s mission to set up the business for future growth

• Long-term contract signed for the rollout of worker safety technology at selected Fulton Hogan sites. Additional pilots commenced with RACV for roadside assistance safety and Retro Traffic for traffic management safety.

• Pilot of railway level crossing safety cameras at multiple locations throughout Queensland and Victoria.

• First real-world deployment of impaired driving enforcement prototype with Devon & Cornwall Police.

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FY25 Financial Overview

Track record of delivering consistent top-line growth

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Revenue Gross Profit
CAGR: 92% CAGR: 89%
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Adjusted EBITDA¹

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1. Adjusted EBITDA excludes litigation costs and SBP (share based payments) expense

FY26 YTD Business Unit Progress

Strong top line growth anticipated across all business units, with a record high contracted revenue remaining of ~$220m[1]

• Australia International Forsite Road Worker Safety

• FY25 $55m Revenue FY25 $4.2m Revenue FY25 $0.1m Revenue

• FY25 $19.5m Adj EBITDA FY25 $(1.3)m Adj EBITDA FY25 $(0.9)m Adj EBITDA

• New five-plus year agreement with WA Road ● Appointment of industry veteran Kevin Tenbrunsel ● Launched to market in October 2025, the Forsite Safety Commission signed in September 2025 in the new General Manager role leading USA sales Connected Safety Solution is in operation in five to supply multifunction fixed site enforcement activities Australian states, spanning construction, traffic camera programs valued at approximately management and roadside assistance operations

• New five-plus year agreement with WA Road ● Appointment of industry veteran Kevin Tenbrunsel Safety Commission signed in September 2025 in the new General Manager role leading USA sales to supply multifunction fixed site enforcement activities camera programs valued at approximately ● New Automated Work Zone Speed Control $8.7m. This converts the existing program into program signed in October 2025 with the

• a long term program with additional sites to be added under this contract Connecticut Department of Transportation

  • New Automated Work Zone Speed Control program signed in October 2025 with the Connecticut Department of Transportation (CTDOT). Valued at approximately US$22.6m (~$34m) over five years. Currently being mobilised with three trailers on-site and expected to get to full operations during 2H FY26

• Fulton Hogan anchors a national program, connecting workers across all major regions and validating system reliability through long-term data capture and potential scale

• WA Road Safety Commission has also added two new trailers from November 2025 to the multi-function enforcement contract announced in October 2024

  • RACV expands Forsite into fleet and roadside assistance, demonstrating platform scalability beyond fixed worksites

• New pilot program commenced for real-time work zone speed enforcement trailers in Kentucky with five trailers

• ● New Zealand mobilisation on track, all motor vehicles in operation and a third of trailer assets deployed

• Activation of seatbelt enforcement in the ACT mobile phone contract on 3 November 2025

• Retro Traffic and LGC Traffic advance wearable adoption and training optimisation as foundational partners in traffic management.

• Additional trailers delivered to Queensland for speed enforcement and mobile phone and seatbelt enforcement contract expansions (relating to the incremental ~$16.6m contract expansion announced in October 2025 and the incremental ~$27.4m contract expansion announced in December 2024)

• Each deployment contributes to a growing national predictive safety dataset, enhancing detection accuracy, alert reliability and operational insight

• Accepted onto the Crown Commercial Service (CCS) RM6347 Transport Technology framework in the UK, making Acusensus UK Limited an approved supplier to contract directly with government

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1. Estimated contracted revenue remaining is the total remaining value of all contracts and project orders executed with the Company as at 31 October 2025.

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Australasian Market Position

Acusensus has significant contracts spanning a range of enforcement types across a majority of Australian jurisdictions

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DISTRACTION
SEATBELT
Western Australia Queensland
POINT SPEED
P2P
P2P AVERAGE SPEED
UNREGISTERED
VEHICLE
New Zealand
New South Wales
RAIL CROSSING
South Australia BEHAVIOUR
REDX
WORLD FIRST
DEPLOYMENT/
ENFORCEMENT
Victoria Australian Capital Territory TAILGATING
(ADVISORY)
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US Market Progression

Contract announcement in Connecticut continues to promote Acusensus’ presence in the United States

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REAL TIME (ALL
VEHICLES)
REAL TIME (COMMERCIAL
Minnesota VEHICLES)
Arkansas
Nebraska
Connecticut DATA COLLECTION [1]
SPEED (REAL TIME)
SPEED (AUTOMATED)
Washington, D.C.
California
North Carolina
Kentucky
Colorado
Alabama Georgia
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1. Other than California, data collection projects have already been completed in FY25 and/or FY26, without further revenues contracted for the future
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Forsite Predictive Safety by Acusensus

Forsite commercially launched in October 2025, with an increasing number of units being deployed in field through Australia

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Forsite: Foresight for the Worksite

Predictive intelligence connecting people, vehicles and data to prevent harm before it happens

Forsite transforms Acusensus’ proven AI and sensing technology from enforcing driver behaviour to protecting the people who work beside traffic. This expansion positions Acusensus at the forefront of connected, predictive safety, a new category bridging infrastructure, utilities and fleet operations.

Strategic Highlights:

• Extension of Acusensus’ AI, connectivity and analytics into worker protection application.

• Early commercial validation through Tier-1 construction, traffic management and service partners under multi-year foundation programs.

• Hardware-as-a-Service and subscription platform generating recurring revenue and scalable data intelligence.

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FY26 Outlook - Revenue Upgrade

FY26 revenue outlook has been upgraded and is forecasted to increase to $83m - $87m, 40% - 46% growth over FY25

• Upgrade of FY26 revenue expectations to $83m - $87m (previous range of $79m - $84m), a growth of 40% - 46% over FY25.

• Upgrade is the result of new contract wins, contract expansions and the on-time mobilisation of existing major contracts.

• In addition to growth in Australian revenue, FY26 will see a step change in international revenues as the New Zealand mobile speed contract is fully mobilised by the end of the calendar year, the Connecticut automated speed contract ramps up and additional US states utilise real-time enforcement.

• Acusensus will continue to invest in the Forsite road worker safety solution business unit, and will continue to expand sales efforts in traffic safety solutions, particularly in the USA.

• Acusensus will continue development and improvement of core enforcement technology and development of new solutions to address the

• The Company strategy is focused on maximising long term growth and long term value and will continue to invest to achieve its vision.

Revenue

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Enquiries

Anita Chow Chief Financial Officer, Acusensus Limited +61 408 261 554 Email: investor-relations@acusensus.com

Simon Hinsley Investor and Media Relations +61 401 809 653 Email: simon@nwrcommunications.com.au

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