Slide 1: Investor Day 2026
Investor Day 2026. Superloop Limited (ASX:SLC) 3 June 2026
Slide 2: Disclaimer
Disclaimer. No reliance No offer to acquire Superloop shares To the maximum extent permitted by law, the information contained in this presentation is given The information in this presentation is not an offer or recommendation to purchase or subscribe for without any liability whatsoever being acce
Slide 3: Peter O’Connell
Peter O’Connell. Independent Chair & Non-Executive Director Introduction & Highlights Trading Update FY26 Outlook Supercharge29 Segment Updates AI accelerating Wrap up + Q&A Appendices Investor Day 2026 | Superloop Limited
Slide 4: Paul Tyler
Paul Tyler. Chief Executive Officer/Managing Director Introduction & Highlights Trading Update FY26 Outlook Supercharge29 Segment Updates Ai accelerating Wrap up + Q&A Appendices
Slide 5: Agenda
Agenda. 1 2 3 4 5 6 7 Introduction Trading FY26 Segment AI Wrap up & Highlights Update Outlook Updates accelerating + • Consumer Q&A • Business • Wholesale 5 Investor Day 2026 | Superloop Limited
Slide 6: Today’s Speakers
Today’s Speakers. Peter O’Connell Paul Tyler Dean Tognella Nick Pachos Independent Chair & Chief Executive Officer & Chief Financial Officer Chief Commercial Officer Non-Executive Director Managing Director Mehul Dave Daisey Stampfer Jason Ashton Group Executive, Consumer Group Executive, Business G
Slide 7: Market momentum
Awarded fastest fixed network by H1 2025 H2 2025 Excellent 4.7 out of 5 Market momentum... 7 Investor Day 2026 | Superloop Limited
Slide 8: Trading Update
Trading Update. Introduction & Highlights Trading Update FY26 Outlook Ambition FY29 Segment Updates AI Accelerating Wrap up + Q&A Appendices Investor Day 2026 | Superloop Limited
Slide 9: Continuing strong trading momentum
Continuing strong trading momentum. Consumer • 28k net new customers in Q3 (86k net new customers to 30 April) Customers(1) (k) Growth (k) • Positive momentum and strong NBN market share in high-speed plans 30-Jun 30-Sep 31-Dec 31-March 30-Apr YTD to 3Q26 2025 2025 2025 2026 2026 30-Apr Wholesale Co
Slide 10: Lightning Broadband acquisition complete, neoloop wholesale brand launched
Lightning Broadband acquisition complete, neoloop wholesale brand launched. Lightning Broadband completion Launch of new Key Acquisition Metrics and JFSU approval wholesale FTTP brand ~16k • Superloop completed the acquisition of Lynham Networks Pty Ltd (LBB) on 29 May for $165 million(1) Active ser
Slide 11: neoloop
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Slide 12: FY26 Outlook
FY26 Outlook. Introduction & Highlights Trading Update FY26 Outlook Supercharge29 Segment Updates AI Accelerating Wrap up + Q&A Appendices Investor Day 2026 | Superloop Limited
Slide 13: Double Down strategy on track, with exceptional organic growth
“DOUBLE DOWN“ PROGRESS Revenue run-rate Jun-26: Double Down FY26: On Track $700m1 Underlying EBITDA 3 run-rate strategy on track, FY26: On Track Jun-26: Mid-high with exceptional teens %2 NPATA >$0 organic growth. 100% Net Profit after Tax >$0 100% 1 June 2026 monthly revenue, annualised 2 June 2026
Slide 14: FY26 guidance upgraded
FY26 guidance upgraded. Strong trading in 2H26 and operating leverage lift FY26 guidance FY26 Guidance FY25 Upgraded FY26 guidance • Underlying EBITDA1 of $118m-$122m (28%-32% growth on FY25) inclusive of contribution from Underlying EBITDA1 $118m - $122m $92.2m Lightning Broadband post acquisition
Slide 15: Supercharge29
Introduction & Highlights Trading Update FY26 Outlook Supercharge29 Segment Updates AI Accelerating Wrap up + Q&A Appendices Investor Day 2026 | Superloop Limited
Slide 16: Our Superloop Journey
Our Superloop Journey. Strong track record of delivering sustained growth and shareholder value “3 x 3” Strategy (FY21-FY23) • Successful portfolio optimisation and turnaround strategy. • Built platform for growth, achieved financial stability and invested in network and systems. • Achieved 3X reven
Slide 17: Double Down Strategy has doubled EBITDA and delivered positive NPAT
Double Down Strategy has doubled EBITDA and delivered positive NPAT. Customers1 (k) Revenue ($m)2 1H 2H 2H Consensus 890 805 731 344.8 664 289.0 455 368 408 222.2 174.3 317.6 257.5 147.9 194.4 Jun-23 Dec-23 Jun-24 Dec-24 Jun-25 Dec-25 Apr-26 FY23 FY24 FY25 FY26 Underlying EBITDA 2,3 ($m) Net Profit
Slide 18: Organic growth and operating leverage underpin our strategy
Organic growth and operating leverage underpin our strategy. 1 2 3 4 5 Core business Smart Accretive M&A Disciplined performance Cost efficiency Communities enhancing capital underpins drives drives earnings shareholder management operating quality and returns cash earnings leverage durability growt
Slide 19: Our strategy
Our strategy. Our Purpose Enabling better internet through reimagination Empower Australians’ online needs with access to high-performing, Our Strategy intuitive and affordable internet. 1 2 3 4 5 Our Priorities Leading Consumer Transform customer AI enabled Scale Smart Profitable Broadband experien
Slide 20: FY29 Ambitions
FY29 AMBITIONS(1) FOR SUSTAINABLE GROWTH aims for industry leading growth and shareholder $200m >30% >$1B returns. Group Revenue Group Underlying Reported EPS EBITDA Growth (CAGR) (1) These strategic Ambitions do not constitute guidance and carry risks and uncertainties. Refer to the Disclaimer slid
Slide 21: Sets ambitions for sustained revenue and earnings growth
sets ambitions for sustained revenue and earnings growth. Group Revenue Group Underlying EBITDA ($m) Capital Expenditure Ambition(1): CAGR growth of ~15% Ambition(1): CAGR growth of ~20% ~$1B FY27 FY28 FY29 200 Capex – BAU(1)(3) 4.25% - 4.75 % of Group Revenue $662.4m Capex- Smart 118 16-18 16-20 16
Slide 22: Maximising shareholder value
Maximising shareholder value. Growth in core Investment Capital Value Creation 1 connectivity services 2 management for 3 management growth Grow Group revenue (1) Incremental growth and strong returns by 15% CAGR to FY29 Deliver Growth Grow and scale Smart <2.5x net debt/EBITDA Operating leverage gr
Slide 23: Consumer Segment
Consumer Segment. Mehul Dave Group Executive, Consumer Introduction & Highlights Trading Update FY26 Outlook Supercharge29 Segment Updates AI Accelerating Wrap up + Q&A Appendices Investor Day 2026 | Superloop Limited
Slide 24: Approaching 5% NBN market share by end of FY26
0% to 4.92% Consumer NBN Broadband Customers (000’s) NBN market share (1) 500 ~432 (1) 450 400 Approaching 5% 350 300 NBN market share 250 by end of FY26. 200 150 100 41 50 0 FY21 FY22 FY23 FY24 FY25 FY26 Opening Broadband Customers Organic Customer Growth Inorganic Customer Growth (1) Superloop for
Slide 25: Record NBN growth: Outpacing in a more competitive market in FY26
Record NBN growth: Outpacing in a more competitive market in FY26. Consumer accelerated NBN New orders continues to skew Resulting in a skew order share in FY26 towards FTTP and HFC premises towards high-speed NBN plans Consumer NBN New Order Share Consumer NBN Order Tech mix Consumer NBN Order Spee
Slide 26: Brand Investment: More Market Share, Stable Cost to Acquire
Brand Investment: More Market Share, Stable Cost to Acquire. Media investment and word of mouth Superloop website and mobile Acquisition costs stable as have accelerated brand recognition app traffic continues to climb order growth accelerates Superloop Prompted Brand Awareness Superloop Customer Tr
Slide 27: New customer activations: consistent growth on Superloop amplified by Exetel
New customer activations: consistent growth on Superloop amplified by Exetel. Two clearly differentiated brands positioned Superloop new customer activations Exetel FTTP, digital proposition delivers across distinct value driven segments growth outpacing brand awareness efficient, incremental growth
Slide 28: Customer advocacy and loyalty
Customer advocacy and loyalty: created by a great network and unique product experience. Brand preference powered by network speed, Product innovation that differentiates Customer loyalty driving brand word of mouth product innovation & CX Wins our products beyond price and referrals Excellent 4.8 o
Slide 29: Reshaping customer experience, lowering cost and rebuilding marketing journeys through AI
Reshaping customer experience, lowering cost and rebuilding marketing journeys through AI. AI and automation is reshaping Customer support led by digital agents, Rebuilding customer ‘search and buy’ customer touchpoints backed by human expertise journeys with GEO(1) capability 3000 34% 40% Improveme
Slide 30: Industry-leading growth and reimagined customer experiences
KEY STRATEGIES Invest to strengthen brand awareness and evolve Superloop from a ‘Speed challenger’ to a trusted ‘Performance enabler’. Industry-leading Scale the GTM across Australia’s breadth and adjacent products, and unlock high growth channels with clear growth and reimagined competitive white s
Slide 31: Wholesale Segment
Wholesale Segment. Daisey Stampfer Group Executive, Business & Wholesale Introduction & Highlights Trading Update FY26 Outlook Supercharge29 Segment Updates AI Accelerating Wrap up + Q&A Appendices Investor Day 2026 | Superloop Limited
Slide 32: What is the Wholesale segment?
Challenger NBN Backhaul Layer 3 & Telecommunication & Aggregation White-label Products What is the Wholesale Offering: • Symmetrical Offering: • SLC Connect Offering: • Layer 3 (nbn and • Backhaul segment? Ethernet (EE/EA) Opticomm) • IP Transit • Hosted Backhaul • White-label (nbn • Intercap and Op
Slide 33: Wholesale - driving toward our ambitions
KEY STRATEGIES Drive Challenger Growth • Support challengers toward >30% NBN market share while capitalising on wholesale market opportunities. Wholesale - driving toward Help Origin Grow • Superloop is focused on supporting Origin through dedicated resources, optimisation and AI driven capabilities
Slide 34: Origin continues to progress strongly
Origin continues to progress strongly. Origin reported Broadband customer numbers(1) 300,000 250,000 • Origin Year on Year growth momentum; 250,000 Significant growth in 500Mb cohort 187,000 • In partnership with Origin, enable programs 200,000 for operational efficiency 130,000 • Further enhancemen
Slide 35: Business Segment
Business Segment. Daisey Stampfer Group Executive, Business and Wholesale Introduction & Highlights Trading Update FY26 Outlook Supercharge29 Segment Updates AI Accelerating Wrap up + Q&A Appendices Investor Day 2026 | Superloop Limited
Slide 36: What is Business Segment?
Small & Medium Medium & Large Smart What is Business Corporate Communities Business Go To Market: • Direct Go To Market: • Direct Go to Market: • Direct Segment? • Indirect Products: Products: Products: • Data • WiFi (Purpose • Data • SASE Built Student • Mobiles • Mobiles Accommodation • VOIP • VOI
Slide 37: Our Business segment aims to scale Smart Communities and accelerate Secure Connectivity growth
KEY STRATEGIES Grow connectivity and increase security offering Use on-net fibre proposition together with best-in-class security offerings to Our Business obtain multi-product holding at strong gross margins. segment aims to Accelerate indirect channels as a scale engine Make it easy for partners t
Slide 38: Smart Communities
Smart Communities. Daisey Stampfer Group Executive, Business and Wholesale & Jason Ashton Group Executive, Corporate Development and Smart Communities
Slide 39: Smart Communities
Smart Communities. Superloop’s wholly owned on-net access network connecting households and apartments to ultra fast internet. Addressable Market: ~100-120k NEW lots per Year Build to Sell Purpose Built Student Accommodation Build to Rent (Multi Dwelling Units (MDU) and homes) (PBSA) • What we deliv
Slide 40: Smart Communities – Sales
Smart Communities – Sales Target: FY29 Target: 25k new Developer Sales. lots per >260K (1) year (1) Contracted Lots FTTP Strategic Deals Broadacre MDU PBSA & Hotel WiFi • Multi-year deals • Multi-year deployment, • Relatively quick to build • Market leader with 90% (1-10 years) usually in stages and
Slide 41: Scaling Smart Communities
Scaling Smart Communities. Acquisition of Lightning Broadband to accelerate our scale Expands Smart Communities into Expansion into Retirement Fibre to the Premise (FTTP) market Living & Lifestyle Communities RSP-ready Wholesale Platform Landmark Developer Wins 2016 2018 2020 2022 2024 JAN FEB MAR A
Slide 42: neoloop, Australia’s new advanced wholesale network, ready to deliver at scale
neoloop, Australia’s new advanced wholesale network, ready to deliver at scale. The neoloop difference Platform – Strong Retail Proven Challenger Supported by Service Provider operational model Mindset Group Scale proposition 42 Investor Day 2026 | Superloop Limited
Slide 43: Smart Communities – Key financial metrics
Smart Communities – Key financial metrics. FY27 Growth FY29 Monthly ARPU – Blended PBSA 1 & Wholesale FTTP $46 +$6.50 $50-$55 2 Activation rate 70%-75% +1.5% 70%-78% 3 Gross Margin 70%-75% 4 Payback (month) (1) 30-45 months 5 IRR on Capital deployed(2) >25% IRR (1) Payback measures the time for cumu
Slide 44: Smart Communities order book drives growth
Smart Communities order book drives growth. 89% of the Contracted book of 98k lots are expected to be built within next 5 years. SUPERLOOP CONTRACTED LOTS (000) - ~52% To be Built CONSTRUCTION PROFILE (1) Total 98 187 ~49k built ~87k built contracted 100% within 3 years within 5 years network = 2.9x
Slide 45: AI Accelerating
AI Accelerating. Nick Pachos Chief Commercial Officer Introduction & Highlights Trading Update FY26 Outlook Supercharge29 Segment Update AI Accelerating Wrap up + Q&A Appendices Investor Day 2026 | Superloop Limited
Slide 46: Our Digital Transformation has set us up to embed AI
Our Digital Transformation has set us up to embed AI. Krypton Mobile App Web White Label Teddy/Mo Customer Facing Apps Experience API Services & Processes Process Hub Group API (BPMN WorkFlow) Backend Systems Billing and Network Network Gateways Surveillance & Invoicing Inventory Monitoring 46 Inves
Slide 47: Superloop AI Strategy on a page
Superloop AI Strategy on a page. Re-imagine Build Scale Not layering AI onto processes — re-designing them from the ground up AI-Powered Customer Experience AI-Driven In-Home/ Autonomous Customer Growth Conversational Premise Network AI Experience Operations Predictive Sales Marketing Optimisation S
Slide 48: Superloop AI – Our approach
Superloop AI – Our approach. Agentic Skills Structured Flow • Focus on value layers, not commoditised models Our AI Advantage Knowledge Context • End-to-end AI-Native design • Proprietary orchestration layer • Higher quality, controlled outcomes Model Agnostic Agentic design is independent of • All
Slide 49: Digital Journeys and AI – Delivering visible P&L impact
Digital Journeys and AI – Delivering visible P&L impact. New Sales Order Provisioning Tech Support Customer Support Move Home Features Vulnerable Alerts How AI-driven Relocation Speed Boost, Real-time Processify Refreshify Teddy & Mo order flow Assist Hibernate, Warp Transcript AI < 10mins >75% 378k
Slide 50: Wrap up
Wrap up. Introduction & Highlights Trading Update FY26 Outlook Supercharge29 Segment Updates AI Accelerating Wrap up + Q&A Appendices Investor Day 2026 | Superloop Limited
Slide 51: Our strategy aims for industry leading growth and shareholder returns
Our strategy aims for industry leading growth and shareholder returns. Ambitions(1) for sustainable growth by FY29 >$1B $200m >30% Group Underlying Reported EPS Group Revenue EBITDA Growth (CAGR) 1 2 3 4 5 Strategy Pillars Leading Consumer Transform AI enabled Scale Smart Profitable Broadband custom
Slide 52: Q&A
Q&A. Introduction & Highlights Trading Update FY26 Outlook Ambition FY29 Segment Updates Enablers Wrap up + Q&A Appendices Investor Day 2026 | Superloop Limited
Slide 53: Thank you
Thank you. Superloop Limited investor@superloop.com https://investors.superloop.com
Slide 54: Appendix
Appendix. Introduction & Highlights Trading Update FY26 Outlook Ambition FY29 Segment Updates Enablers Wrap up + Q&A Appendices Investor Day 2026 | Superloop Limited
Slide 55: Customer number definition
Consumer Unique customers on various access technologies such as nbn , Superloop Fixed Wireless and mobile. A single customer with multiple services (such as broadband, VoIP and mobile) only counts as a single customer. Business Unique end business locations on various access technologies such as Su
Slide 56: High-demand products leveraging our infra-on-demand platform
High-demand products leveraging our infra-on-demand platform. Powerful scale as we leverage our assets CONSUMER BUSINESS WHOLESALE Internet, Data & nbn Products Mobile & Voice Products: SD-WAN, SASE, Security & Managed WAN Managed Wi-Fi and On-net Fibre-to-th e-Premise White-label Solutions Professi
Slide 57: Our Network
Our Network. TO SINGAPORE Increasing traffic on our network >100,000 fibre route km across international networks 1 creates operating leverage > 2,400 > 2,500 km On-net data centres / sites in of owned strategically Australia / worldwide located CBD and metro including over 1,900 on-net fibre within