书写未来

LEGAL DISCLAIMER This presentation contains forward-looking statements. All statements other than statements of historical facts contained hereinare forward-looking statements the current beliefsand expectations of management made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of1995, including, but not limited to, statementsregarding future growth and expansion,estimatedturnaroundtimes,revenue and gross margin growth,market size and growth,estimated annual and first quarter fiscal 2026revenues, ability and timing to achieve profitability, ability and timing to achieve adjusted EBITDA breakeven and ability toincrease gross margins and Twist’s other expectationsregarding its future operations plans and financial performance, introduction of new products, and newly announced partnerships.Forward-looking statements involve known andunknown risks, uncertainties, and other important factors that may cause Twist’s actual results, performance, or achievementstobe materially different from any future results,performance, or achievements expressed or implied by the forward-looking statements. Such risks and uncertainties include, amongothers, the ability to attract new customers andretain and grow sales from existing customers; the ability of Twist to achieve sufficient revenue to achieve or maintain positive cash flow from operations or profitability in any given The presentation also contains supplemental financial information determined by methods other than in accordance with U.S. generally acceptedaccounting principles("GAAP").These non-GAAP measure are not in accordance with, or an alternative for, measures prepared in accordance with generally accepted accounting Twist BioscienceCustomizable Solutions Powering the Biological Continuum DIVERSE SOLUTIONS, MANY APPLICATIONS NGS APPLICATIONS* Enabling Efficient and Effective Customized,Scalable Solutions for Cancer, Inherited and RareDisease Diagnostics Powering the Design-Build-Test-LearnCycle for Early-stage Biotech throughBig Pharma, Academic Research FOODFood Security DIAGNOSTICSPrecision Medicine > 3,800 CUSTOMERS ACROSS INDUSTRIESRELY ON TWIST Rapid Growth, Unmatched Scale, High Margin Expansion TARGETING MULTIPLE LARGE, GROWING MARKETS Our Proprietary Writing Advantage Significantly Expands Our SAM 2020SAM was$2B, 2025SAM was$7B, 2030SAM estimated at$12B +More Upside for New Product Intros PROVEN COMMERCIAL EXECUTION, FINANCIAL DISCIPLINE ATTRACTIVE, PROFITABLERESALE & DISTRIBUTOR MODELS •Customers resell our DNA undertheir brand•Incremental opportunities to DNA SYNTHESIS & Powering the Design-Build-Test-LearnCycle for Early-stage Biotech through 17%YoY Growth DNA SYNTHESIS &PROTEIN SOLUTIONS AI HAS OPENED NEW DOORS FOR GROWTH AI Amplifies the Value of Our Technology WE ARE THE MARKET LEADER DNA on SiliconPLATFORM, unmatchedSCALE, and rapidTURNAROUND NGS APPLICATIONS* Enabling Efficient and Effective Customized,Scalable Solutions for Cancer, Inherited and Rare 23%YoY Growth $208MRevenueFY25 LOADINGMOREON THESAME Future Innovation MORE MOREProducts Applications•AI antibody discovery•Agrigenomics Markets •DNA synthesis andprotein solutions •Protein engineering•WGS solutions WE CAN SUPPORTVOLUMEANDMARGIN EXPANSION 90% of FY25 Revenue Growth WRITING Adjusted EBITDA Reconciliation Adjusted R&D and SG&A Expenses Reconciliation