Azenta (AZTA) investor relations material

Deal rationale and strategic fit

• Expands European presence with a major hub in the UK's leading research corridor, scaling biorepository operations and reinforcing position in life sciences.

• Combines UK Biocentre's automation and operational excellence with commercial expertise and pharma/biotech relationships.

• Deepens customer relationships and supports pharmaceutical, biotech, academic, and public health sectors.

• Fully aligns with disciplined capital allocation strategy and enhances access to UK and European research markets.

• UK Biocentre will continue operating under its own brand, maintaining its reputation.

Financial terms and conditions

• Acquisition price was GBP 20.5 million, net of cash, including up to GBP 1.8 million in contingent consideration based on milestone completion.

• Transaction fully funded from cash on hand.

• UK Biocentre generated GBP 15.3 million in revenue for the twelve months ending September 30, 2025.

• 2026 expected to be dilutive to Adjusted EBITDA margin by ~35 basis points; accretive to revenue growth and margin expansion in 2027 and 2028.

Synergies and expected cost savings

• Operational and automation synergies allow immediate scaling and efficiency without disruptive ramp-up or additional capital investment.

• Revenue synergies expected from leveraging commercial engine and expanding pharma/biotech relationships.

• Converts program-driven volumes into predictable, high-margin storage revenue, supporting margin expansion.

• Integration with German biorepository and deployment of BioArc Ultra to expand automated, high-throughput capacity.

• Broader European footprint and integrated sample management expected to benefit current and new customers.