Kip Mcgrath Education Centres Limited · ASX:KME
Kip Mcgrath Education Centres — Investor Presentation (August 2026)
21 slides from Kip Mcgrath Education Centres's investor presentation, Aug 11, 2026
Slide 1: Corporate Presentation to Potentially Interested Parties
Corporate Presentation to Potentially Interested Parties 11 August 2026
Slide 2: Kip McGrath is the leading K-12 tutoring operator in ANZ and UK
Kip McGrath (“KME”) is the leading K – 12 tutoring operator in ANZ and UK 1.8m $30.1m 50 years 433 Lessons delivered $7.5m FY26 revenue Operating experience Tutoring Centres(1) annually(2) FY26 EBITDA(3) ~9% 5-year CAGR to established 37 corporate owned Avg. lesson charge 25% margin FY26 Newcastle,
Slide 3: Kip McGrath curriculum model
Kip McGrath curriculum model Customer lifetime Curriculum Authority Student journey value (LTV) Education / diagnostic High retention rates assessment Qualified teacher led tutoring in core K – 12 12 – 14-month average student Personalised learning pathway English and Maths tenure aligned to nationa
Slide 4: Experienced and motivated leadership team
Experienced and motivated leadership team Executive team Melinda Smith Adrian Sturrock Michael Baxter Karen Geloven Daniel Pludek Georgie Hannon Jillian Ryan CEO CFO Country Director Group Executive CIO Country Director Change ANZ Network Growth UK / SA / MENA Management 30+ years 30+ years 25+ year
Slide 5: Average Kip McGrath franchise tenure is over a decade
Average Kip McGrath franchise tenure is over a decade Franchise overview and strategy Improving network KPIs • Enduring franchisee relationships: Kip McGrath maintains • Higher yield per centre: Increasing average lesson prices average franchise tenure of 10.1 years and lessons per centre • Capital-
Slide 6: Proprietary technology & IP – KipLearn underpins the model
Proprietary technology & IP – KipLearn underpins the model KipLearn • Next-generation, in-house Learning Management System providing: • Online lessons and homework; • Tutor lesson-delivery plans and support tools; and • Parental monitoring of progress and invoicing • Core strategic asset: More than
Slide 7: Integrated physical and digital tutoring platform
Integrated physical and digital tutoring platform Online / Blended Franchise centres Corporate centres Embedded across the 396 centres(1) 60%(2) 37 centres(1) 33%(2) network via proprietary KipLearn platform(3) Revenue model Revenue model Revenue model • Franchise fees • 100% of revenue captured fro
Slide 8: AI-supported competitive advantage
AI-supported competitive advantage Human accountability AI is deployed as a tool not a threat • Free AI content has been abundant for years without • AI tools support, not replace, skilled teachers eroding demand for paid tutoring • In practice, this includes automated lesson notes, the • Kip McGrat
Slide 9: Strong international presence across key English-speaking markets
Strong international presence across key English-speaking markets Number of centres by region Revenue contribution by region Network billings by region A total of 433 centres at the end of FY26 Kip McGrath generated total revenue of The total centre billings of ~$110m in FY26 ~$30.1m in FY26 2.1% 3.
Slide 10: Improving unit economics across the network
Improving unit economics across the network Average weekly lessons per Average lesson charge ($) Franchise fee yield (%) centre 83.4 82.0 79.6 62.3 62.4 61.1 18.2 18.1 76.5 76.4 17.9 18.0 75.0 57.0 57.5 71.4 54.9 53.2 66.5 17.0 49.5 16.4 16.2 16.2 1H23 2H23 1H24 2H24 1H25 2H25 1H26 2H26 1H23 2H23 1H
Slide 11: Driving network growth through performance segmentation
Driving network growth through performance segmentation Centre performance Centres with 80+ average weekly lessons breakdown(1) • Leaders in learning: Leverage top-performing franchisees to provide mentoring, thought leadership, and input into UX and curriculum development across the network • Growt
Slide 12: Key initiatives underpinning growth plan
Key initiatives underpinning growth plan Initiative Requirement Outcome Build a scalable • Accelerate centre openings through dedicated franchise sales Build a scalable • Grow the franchise growth managers, franchisee referrals and stronger site selection, franchise growth engine Franchise Network e
Slide 13: Financial performance at-a-glance
Financial performance at-a-glance Operating revenue(1) ($m) Reported EBITDA(1) Free cash flow(1,2) ($m) (post AASB-16) ($m) 7.8 4.2 31.4 7.5 30.1 3.7 28.9 6.9 6.7 3.3 26.7 6.2 24.6 5.1 19.3 FY21 FY22 FY23 FY24 FY25 FY26 (0.2) (0.1) (1.0) FY21 FY22 FY23 FY24 FY25 FY26 FY21 FY22 FY23 FY24 FY25 FY26 •
Slide 14: Latest Trading - profit growth continues into FY26
Latest Trading - profit growth continues into FY26 $m unless otherwise FY25 FY26 Change Commentary stated(1) Total revenue Pricing and fee mix more than offset by lower lesson 31.4 30.1 (4.3%) Financial metrics (excl. interest income) volumes Lower revenue was partly offset by disciplined cost EBITD
Slide 15: Appendix
Appendix Kip McGrath ENGLISH AND MATHS TUTORING
Slide 16: 5 years of financial history
5 years of financial history(1) FY21 FY22 FY23 FY24 FY25 FY26 CAGR FY21 - Commentary FY26 • Sustained five-year growth: Total revenue increased from $19.3m in FY21 Total revenue to $30.1m in FY26, a 9.3% CAGR, while 19.3 24.6 26.7 28.9 31.4 30.1 9.3% (excl. interest income) EBITDA (post-AASB16) deli
Slide 17: Disciplined capital management resulting in attractive balance sheet
Disciplined capital management resulting in attractive balance sheet Capital management highlights Low capital 10% share Fully franked Zero debt Overall balance intensity buyback dividends sheet An ungeared The $2.5m buyback $836k fully franked Low physical capex A robust $17.7m balance sheet with d
Slide 18: Details of the Crimson offer
Details of the Crimson offer $0.73 $38.3m 90% 4.4x Shareholder minimum EV : Rep. EBITDA(1) implied cash per KME Share Implied equity value acceptance required multiple Transaction overview Crimson Offer Metrics 30 July 2026 • Structure: Off-market takeover for all ordinary shares $ per share 0.730 N
Slide 19: Franchise summary - Australia
Franchise summary - Australia Franchise detail Summary • Total cost to establish a centre: $50,000–$100,000 which covers centre refurbishment, desks, chairs, computers/technology, signage, insurance, legal and accounting Investment and fees • A payment is required before signing of $2,000 (incl. GST
Slide 20: Disclaimer
Disclaimer This presentation has been prepared by Kip McGrath Education Centres Limited Disclaimer (Company). Statements in this presentation are made only as at 11 August 2026 and the information in this presentation remains subject to change without notice. The information To the maximum extent pe
Slide 21: Kip McGrath English and Maths Tutoring
Kip McGrath ENGLISH AND MATHS TUTORING
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