Teaminvest Private Group Ltd · ASX:TIP
Teaminvest Private — Shareholder Meeting (November 2025)
26 slides from Teaminvest Private's shareholder meeting presentation, Nov 14, 2025
Slide 1: FY25 AGM presentation (and 1Q26 update)
For personal use only Teaminvest Private Group Limited ASX: TIP FY25 AGM presentation (and 1Q26 update) 14 November 2025 TIP GROUP © Copyright 2025 1 An ASX-listed financial institution focused on compounding knowledge and wealth.
Slide 2: Important Notice and Disclaimer
Important Notice and Disclaimer This presentation is issued by Teaminvest Private Group Limited (ACN 629 045 736) (TIP or the Group). The information contained in this document is of a general nature and is not intended to address the objectives, financial situation or needs of any particular indivi
Slide 3: Contents
Contents For personal use only Chair’s welcome Noble purpose We compound knowledge and wealth CEO’s Address Items of business - voting Mission Q&A We use proprietary, research driven, insights to create better investors and better business people Vision To build a portfolio of outstanding investment
Slide 4: Board of Directors
Board of Directors Title Profile Shares Malcolm has experience in managing large organisations. He has held positions as a member of the Group Management board of Zurich Financial Services Malcolm Jones For personal use only in Switzerland, CEO of Zurich Financial Services Asia Pacific, CEO of Zuric
Slide 5: Board of Directors (cont'd)
Board of Directors (cont’d) Title Profile Shares Regan has worked as an executive director for over 45 years for both national and multi-national companies. His focus has been primarily on VOTING MEMBERS strategic business development, administration and back-office systems. His long experience in s
Slide 6: Andrew Coleman - Chief Executive Officer, TIP Group
Andrew Coleman - Chief Executive Officer, TIP Group Andrew Coleman is a co-founder of TIP and is responsible for overall group leadership. Leadership Joining in 2012, Andrew has led the establishment of the Group’s Equity and Wealth divisions before successfully recruiting and training his successor
Slide 7: CEO's address
For personal use only CEO’s address TIP GROUP © Copyright 2025 7 An AnASX-listed ASX-listedfinancial investment institution housefocused focusedon oncompounding compoundingknowledge knowledgeand andwealth. wealth
Slide 8: TIP is an ASX listed investment house
For personal use only TIP is an ASX listed investment house focused on compounding knowledge and wealth. TIP GROUP © Copyright 2025 8 An ASX-listed investment house focused on compounding knowledge and wealth
Slide 9: We operate three verticals
We operate three verticals, each of which uses proprietary, research driven insights to create better investors and business people For personal use only Education and Advice Funds Management Own Balance Sheet (advise others) (deploy others capital) (deploy our own capital) Investment banking, consu
Slide 10: FY25 review
For personal use only FY25 review TIP GROUP © Copyright 2025 10 An ASX-listed investment house focused on compounding knowledge and wealth
Slide 11: FY25 Highlights
FY25 Highlights $150.0m 3.0x $14.8m $6.8m For personal use only Group LT Revenue MOIC in passive portfolio Operating cashflow $15.5m $274m $5.7m $3.4m Group LT EBITDA FUM new investments Operating NPAT 14.8 274 ($m) 14.8 ($m) ($m) 16.0 14.2 6.0x 244 13.6 13.2 11.6 215 investments 14.0 Equity LT 12.0
Slide 12: FY25 Highlights
FY25 Highlights ($m) 6.8 0.3 For personal use only (2.6) (1.9) 7.8 (1.2) 6.4 Opening Cash Balance Operating cashflow Sale of assets Growth Capex New Investments Dividends & Buy-back Ending Cash Balance MOIC rose to 3.0x, equivalent a net return on invested capital of approx. 30% Invested $5.7m d
Slide 13: 1Q26 update
For personal use only 1Q26 update TIP GROUP © Copyright 2025 13 An ASX-listed investment house focused on compounding knowledge and wealth
Slide 14: 1Q26 update
$42.3m 3.0x $13.5m 95% Group LT Revenue MOIC in passive portfolio ARR in Education & Advice personal use only $4.5m $285m $1.3m $1.6m Group LT EBITDA FUM new investments Operating NPAT update • Equity • $1.3m of new investments: • GLT: 51 trailers produced during the quarter. Stock trailer range dev
Slide 15: A growing business and attractive investment
A growing business and attractive investment Group LT EBITDA* ($m) Compounding investment returns For personal use only • LT EBITDA* CAGR of 45% from FY17 to FY25 17.8 15.7 15.5 Strong balance sheet & cash generation 14.7 13.6 13.6 • Significant capacity for value adding investments • Historically h
Slide 16: Q&A
For personal use only Q&A TIP GROUP © Copyright 2025 16 An ASX-listed investment house focused on compounding knowledge and wealth
Slide 17: FY25 AGM Items of business
For personal use only FY25 AGM Items of business TIP GROUP © Copyright 2025 17 An AnASX-listed ASX-listedfinancial investment institution housefocused focusedon oncompounding compoundingknowledge knowledgeand andwealth. wealth
Slide 18: Item 1: Financial report, directors' report and auditor's report
For personal use only Discussion of financial report, the directors’ report and Item 1 the auditor’s report for the financial year ended 30 June 2025. Financial report, directors’ report and auditor’s report For discussion only TIP GROUP © Copyright 2025 18 An ASX-listed investment house focused on
Slide 19: Item 2: Adoption of remuneration report
“That, for the purposes of section 250R(2) of the Corporations Act, the Company’s remuneration report for the year ended 30 June 2025 be adopted.” For personal use only Item 2 Valid proxy votes received, and the percentage of all proxy votes received are as follows: Adoption of remuneration report D
Slide 20: Item 3: Re-election of Ian Kadish as Non-executive Director
To consider and, if thought fit, to pass, the following resolution as an ordinary resolution: “That Ian Kadish, a Non-executive Director who retires by For personal use only Item 3 rotation in accordance with rule 4.7(b) of the Company’s Constitution and ASX Listing Rule 14.4, and being eligible Re-
Slide 21: Item 4: Change of Company name
To consider and, if thought fit, to pass, the following resolution as a special resolution: “That, for the purposes of section 157(1) and 136(2) of the Corporations Act and for all other purposes, the name of For personal use only the Company be changed to “TIP Limited” and the Company’s Constitutio
Slide 22: Thank you
For personal use only Thank you Head Office Ground Floor, Suite G.02 23 Ryde Road Pymble NSW 2073 TIP GROUP TIP GROUP © © Copyright Copyright 2025 2025 22 22 An ASX-listed investment house focused on compounding knowledge and wealth
Slide 23: Appendix
For personal use only Appendix TIP GROUP © Copyright 2025 23 An ASX-listed financial institution focused on compounding knowledge and wealth.
Slide 24: Our Executives
For personal use only Our Executives TIP GROUP © Copyright 2025 24 An AnASX-listed ASX-listedfinancial investment institution housefocused focusedon oncompounding compoundingknowledge knowledgeand andwealth. wealth
Slide 25: Shay Chalmers - Chief Executive Officer, GLT Trailers
Shay Chalmers - Chief Executive Officer, GLT Trailers Shay Chalmers is an experienced Engineering and Manufacturing Executive. Over the past 15 years, her global career has spanned a wide range of manufacturing environments from steel to medical devices, and a wide range of roles, from the shop floo
Slide 26: TIP Group valuation metrics
TIP Group valuation metrics Earnings and share FY22 FY23 FY24 FY25 9.00 price have diverged 20.0 Market cap ($m)* 49.5 42.1 34.7 44.2 since May-19 IPO For personal use only 17.8 $8.98 Net debt / (cash) ($m) (5.8) (7.3) (6.0) (6.4) @ $5.00 18.0 8.00 (IPO) Enterprise value ($m) 43.7 34.8 28.7 37.8 15.
Teaminvest Private Group — Shareholder Meeting (November 2025) on 6ix