8common Ltd · ASX:8CO
8common — Shareholder Meeting (November 2025)
12 slides from 8common's shareholder meeting presentation, Nov 21, 2025
Slide 1: AGM FY25 Investor Presentation
For personal use only AGM FY25 Investor Presentation 21 November 2025 8common (ASX:8CO)
Slide 2: Disclaimer
This presentation has been produced by 8common Limited and may contain forward looking statements that are based on Management’s current expectations, beliefs and assumptions and are subject to a number of risks and uncertainties. Forward looking statements contained in For personal use only this pr
Slide 3: 14% increase in users drove SaaS Revenue in 1QFY26 + EBITDA Profitability
14% increase in users drove SaaS Revenue in 1QFY26 + EBITDA Profitability For personal use only The growing scale of our business was reflected in a record $1.3m in SaaS revenue delivered in the quarter $151k $1.3m 183k 72% $5.2m Positive EBITDA in SaaS & Users SaaS Gross Margin 1Q FY26 exit +689k*
Slide 4: Q1FY26 started well. Maintained EBITDA positive momentum
Q1FY26 started well. Maintained EBITDA positive momentum from the previous quarter For personal use only • Quarterly transaction and recurring SaaS revenue of $1.3 million, up 8% on the previous corresponding period (PCP). Total revenue was $1.7m • Annualised Recurring transaction and SaaS Revenue (
Slide 5: Total Revenue
Total Revenue • Total revenue for 1Q FY26 of $1.7 million down 16% on the PCP as implementation activity is just beginning post For personal use only election • Additional implementation partnerships have been established to both increase implementation capacity and expands customer base • Strong pi
Slide 6: Recurring & Transaction SaaS Revenue
Recurring & Transaction SaaS Revenue • Strong quarterly transaction and recurring SaaS revenue of $1.3 million, up 8% on the pcp • Growth driven by growing user numbers as ARPU remained stable For personal use only • 1Q FY26 with Annualised Recurring SaaS and transaction Revenue (ARR) of c.$5.2 mill
Slide 7: User Growth and ARPU
User Growth and ARPU • The number of users on our platforms of over 183k For personal use only • 1Q FY26 ARPU of $28.52 was stable • Increasing Federal Government users and high ARPU bodes well for future revenue growth 7 8common 8common Limited (ASX:8CO)
Slide 8: 2nd Quarter of Positive EBITDA
2nd Quarter of Positive EBITDA • Operational cash inflow of $55k million For personal use only • Positive $151k EBITDA (unaudited management accounts) bringing trailing 6 months to Positive $689k EBITDA (Q4FY25 includes $220k of one-off revenue) • Total cost down 38% vs PCP, driven by a 45% decrease
Slide 9: Federal Government opportunity
Federal Government opportunity For personal use only • 53k live users which account for ~29% of total user base • Total Addressable Market (TAM) of ~194k users in total (excluding the Department of Defence) • FedGov ARPU of $43 as at September 2025 • Good number of non-client departments engaging in
Slide 10: Employee Purchasing / Fund Disbursement
Employee Purchasing Fund Disbursement For personal use only Interesting Features: Core Target Market: • Administrators can view • Large volume of transactions available funds, past • Pre-approval capabilities transactions and recent top- • Post transaction reporting tools ups • Merchant type, geogra
Slide 11: The outlook
The outlook 8CO will consolidate and secure its position in large enterprise financial payments and transaction management For personal use only A clear focus on: Grow organic revenue Identify new Focus on strategy to Grow positive Develop partner through new agency opportunities with deliver CardHe
Slide 12: Investor Relations
For personal use only Investor Relations Nic Lim Executive Chairman e: nic@8common.com 8common 8common Limited (ASX:8CO)