The future of prostate cancer imaging: What do physicians want? March 5, 2026 ASX: TLX | Nasdaq: TLX Forward looking statement This presentation should be read together with our risk factors, as disclosed in our most recently filed reports with the Australian Securities Exchange (ASX), U.S. Securities and Exchange Commission (SEC), including our Annual Report on Form 20-F filed with the SEC, or on our website. The information contained in this presentation is not intended to be an offer for subscription, in ...

Core Insights - Telix Pharmaceuticals reported a revenue of US$803.8 million for FY 2025, marking a 56% increase compared to FY 2024, and exceeded its full-year guidance [6][25] - The company achieved positive adjusted EBITDA of US$39.5 million, despite a non-material loss before tax of US$5.3 million due to increased operating expenditures [6][8] - Telix is focusing on expanding its Precision Medicine segment and has prioritized R&D investments towards late-stage assets, with US$98 million allocated to therapeutics [5][7] Financial Performance - Total revenue for FY 2025 was US$803.8 million, up from US$516.6 million in FY 2024 [8] - Gross profit increased to US$426.4 million, with a stable gross margin of 64% [8] - Research and development expenses rose to US$171.2 million from US$127.9 million in the previous year [8] - Selling and marketing expenses increased to US$96.8 million, reflecting investments in global commercial infrastructure [8] Segment Performance - The Precision Medicine segment saw a revenue increase of 22% year-over-year, driven by higher volumes of Illuccix® and the successful launch of Gozellix® in the U.S. [6][8] - The Telix Manufacturing Solutions (TMS) segment reported total revenue of US$238.4 million, with a positive adjusted EBITDA contribution of US$1.2 million from RLS [6][8] - RLS's revenue included US$170.1 million from third-party product sales and service fees, indicating strong growth in sales [6][8] R&D and Regulatory Developments - Telix invested US$98 million in its therapeutics pipeline, achieving significant milestones in clinical trials for prostate, kidney, and brain cancer treatments [5][9] - Regulatory approvals were received for multiple trials, including TLX250-Tx for metastatic clear cell renal cell carcinoma and TLX101-Tx for recurrent glioblastoma [9] - The company plans to continue expanding its product pipeline and has filed for marketing authorization for TLX101-Px in Europe and is finalizing the NDA for the U.S. [6][9] Future Guidance - For FY 2026, Telix projects revenue between US$950 million and US$970 million, reflecting confidence in sustaining growth momentum [7][9] - The company anticipates R&D expenditures of US$200 million to US$240 million to support its therapeutic pipeline [9]

This presentation should be read together with our risk factors, as disclosed in our most recently filed reports with the Australian Securities Exchange (ASX), U.S. Securities and Exchange Commission (SEC), including our Annual Report on Form 20-F filed with the SEC, or on our website. The information contained in this presentation is not intended to be an offer for subscription, invitation or recommendation with respect to shares of Telix Pharmaceuticals Limited (Telix) in any jurisdiction, including the U ...

Financial Performance - Group revenue increased by 63% year-over-year to $390.4 million [26] - Precision Medicine revenue increased by approximately 30% year-over-year [26] - R&D investment increased by 47% year-over-year [26] - The company maintained positive operating cash flow of $17.7 million [26] - The company invested $241.8 million in strategic M&A [26] Business Segments - RLS revenue was $79.0 million, including third-party sales of PET and SPECT products [28, 29] - Precision Medicine gross margins remained stable at 64% [26, 36] - TMS (excluding RLS) experienced operating expenses that support expansion of global facilities and start-up and integration activities [38] Guidance and Future Outlook - The company reaffirmed FY 2025 revenue guidance of $770 million - $800 million [26, 48] - Research & Development (R&D) expenditure is expected to increase 20% - 25% compared to FY 2024 [49] Strategic Initiatives - The company completed target enrollment of 30 patients for ProstACT Global Phase 3 Part 1 [21, 109, 126] - The company received approval to commence IPAX-BrIGHT pivotal trial in glioblastoma (ex-U S) [21, 126] - The company is planning NDA resubmission for Pixclara® in approximately three months [21, 99]