Vinyl Group Ltd. · ASX:VNL
Vinyl — Shareholder Meeting (November 2025)
17 slides from Vinyl's shareholder meeting presentation, Nov 28, 2025
Slide 1: Annual General Meeting CEO Address
For personal use only ANNUAL GENERAL MEETING CEO ADDRESS 28 November 2025
Slide 2: Disclaimer
Disclaimer For personal use only This presentation has been prepared by Vinyl Group Ltd ACN 106 513 580 (Vinyl Group or the Company). The This presentation has been prepared from sources which Vinyl Group reasonably believes to be reliable and accurate as at the material contained in this presentati
Slide 3: Vinyl Group: Investment Highlights
Vinyl Group: Investment Highlights For personal use only ● Unique business model with diversified revenues in high-growth music & culture segments: Large and growing fan and creator community, monetised through integrated publishing assets & platform technology capabilities. ● On track for cash flow-p
Slide 4: A unique ecosystem of diversified revenues in the music & culture segments
A unique ecosystem of diversified revenues For personal use only in the music & culture segments Building an extensive network of media Integrating diverse technology capabilities assets harnessing global brands Provides the underlying data, identity and Comprehensive reach for music commerce stack a
Slide 5: Building scale with brands, fans and creators
Building scale with brands, fans and creators For personal use only Brands We’ve Activated 10m Monthly Fans We Reach Through Publishing 1.6m Registered Platform Creator Accounts 5
Slide 6: Fragmented industry, ripe for consolidation in lucrative niche
Fragmented industry, ripe for consolidation in lucrative niche For personal use only Annual Revenue Ranked #2 in Deloitte’s 2025 Tech Fast 50 Acquisitions 6
Slide 7: Divisional Overview
For personal use only Overview Divisional 7
Slide 8: Publishing Division: Increasing content & viewership
Publishing Division: Increasing content & viewership For personal use only Publishing Revenue Growth Vinyl Media launched in February 2025: ● Now operates 8 mastheads and manages the content and ad inventory for over 40 websites with multi-platform views up over a hundredfold since acquiring The Bra
Slide 9: Publishing Division: Expanding media assets
Publishing Division: Expanding media assets For personal use only Mastheads Ad Network 9
Slide 10: Platforms Division: Integrating diverse technology capabilities
Platforms Division: Integrating diverse technology capabilities For personal use only Vinyl’s unique technology platforms include: Platform Revenue Growth ● Vampr, a social-professional network and talent marketplace with 1.6m creators across 190+ countries ● Vinyl.com, a premier e-commerce platform
Slide 11: Growth Strategy & Outlook
For personal use only Growth Strategy & Outlook 11
Slide 12: Growth Strategy: Publishing
Growth Strategy: Publishing For personal use only Increase Further Integrate Expand Content Output Media Assets Programmatic Ads Through AI ● Aggregate iconic music and ● Capture agency spend shifting ● Scale coverage across all next-gen culture titles to automation mastheads ● Acquire niche and int
Slide 13: Growth Strategy: Platforms
Growth Strategy: Platforms For personal use only Minimise Customer Expand E-Commerce Drive Product-Led Acquisition Costs Product Range Growth ● Reduce payback period and ● Grow inventory into hardware ● Position Vampr as the go-to boost LTV & exclusives platform for collabs ● Drive growth via strate
Slide 14: FY25 & Q1 FY26 Financial Performance: Strong top line growth
FY25 & Q1 FY26 Financial Performance: For personal use only Strong top line growth Quarterly Revenue Key Highlights ● Revenue CAGR of 213% over past two years ○ FY25 revenue up 190% YoY to $14.4m ○ Q1 FY26 revenue up 37% QoQ ○ Q2 is the seasonally strongest quarter ● Foundational assets for unique b
Slide 15: FY26: Reduced cash burn and focus on profitability
FY26: Reduced cash burn and focus on profitability For personal use only On track to hit cash flow positive Q2 FY26 Revenue and Operating Cash Burn ● Q2 is the seasonally strongest quarter, Q3 is the seasonally weakest quarter ● The transition to profitability is on track, albeit with seasonal variabil
Slide 16: Upcoming catalysts
Upcoming catalysts For personal use only Q2 FY26 1H FY26 2H FY26 FY26 & beyond Positive cash flow Revenue growth Continued organic Global growth quarter and validation of and acquisition potential scalability of growth business model 16
Slide 17: Thank you
For personal use only Thank you For more information please contact investors@vinyl.group or Katie Mackenzie at kmackenzie@belleviewir.com.au ASX: VNL 11 Wilson St, South Yarra, VIC, 3141 https://vinyl.group This presentation was authorised by the Board of Vinyl Group Ltd Awards this calendar year: