Vinyl Group Ltd. · ASX:VNL
Vinyl — Investor Presentation (July 2026)
26 slides from Vinyl's investor presentation, Jul 22, 2026
Slide 1: Strategy Update
STRATEGY UPDATE Cultural assets, disciplined capital allocation and technology-led operating leverage 22 July 2026 Prepared by Josh Simons
Slide 2: Disclaimer
Disclaimer 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 presentation is intended to be s
Slide 3: Vinyl connects fans, brands and creators
Vinyl connects fans, brands and creators A diversified portfolio of music & culture assets across multiple revenue streams Building an extensive network of media Integrating diverse technology capabilities assets harnessing global brands Provides audience, creator and Comprehensive reach for music co
Slide 4: Expanding premium cultural assets
Expanding premium cultural assets PLATFORMS PUBLISHING - EDITORIAL PUBLISHING - AD NETWORK + more 4
Slide 5: Vinyl combined audience achieves national scale
Vinyl combined audience achieves national scale Selected Australian Media Organisations (Illustrative Comparison1) News Category Internet Audience Reach All Categories Internet Audience Reach in Australia (total 22.1M) in Australia (total 22.1M) News Corp Australia 63% News Corp Australia 81% Nine 5
Slide 6: Why now: cultural media is being reset
Why now: cultural media is being reset Traditional media is under pressure, giving Vinyl the chance to acquire quality cultural assets at attractive entry points SUB-SCALE ASSETS INCREASING DEMAND FOR TECHNOLOGY RESETS ECONOMICS MUST CONSOLIDATE TRUSTED INFORMATION Cultural media assets As AI floods
Slide 7: Disciplined investment in sub-scale cultural assets
Disciplined investment in sub-scale cultural assets Key takeaways Acquisition layers 10 transactions | 2023-present LESS THAN PHASE ASSETS IP TYPE YR 10 $34m FLEXIBLE DEAL STRUCTURES ACQUISITIONS TOTAL CONSIDERATION Vampr 2023 ● Natural consolidator Technology Layer Serenade Original 2024 Recognised
Slide 8: Scale, reach & margin expansion through disciplined M&A
Scale, reach & margin expansion through disciplined M&A Annual Revenue Reach (Australians online) $40m 100% $30m 75% 55% Reach Forecast* $20m 50% 26% Reach Ranked #2 in $10m 25% Deloitte’s 2025 Tech Fast 50 $0 0% Gross Margin 20% 35% 39% 43% 55%(e) FY27 forecast note Acquisitions FY26 acquisitions w
Slide 9: Successful execution delivering increased operating leverage
Successful execution delivering increased operating leverage A practical operating model to help teams produce more, move faster and improve margins, built on early AI adoption and human-led workflow validation 1. OPERATING MODEL 2. TESTING AI WORKFLOWS 3. BUSINESS OUTCOMES Observe Increased Output A
Slide 10: Adaptive Media: helping brands become part of culture
Adaptive Media: helping brands become part of culture Using audience, content, commerce & campaign data to deliver better outcomes for brands Increased Audience Proprietary Data Output Content Improved Margins AI & Automation Greater PROPRIETARY DATA Commerce BUSINESS OUTCOMES Speed Campaigns Faster
Slide 11: The value compounds in every stage
The value compounds in every stage IMMERSIVE ECOSYSTEM 1 2 GROWING AUDIENCE Vinyl combines premium cultural Vinyl expands audience reach and assets into an integrated and maintains viewership through its immersive ecosystem, utilising premium content, technology- all distribution channels enabled be
Slide 12: Adaptive Media delivers more than reach for advertisers
Adaptive Media delivers more than reach for advertisers Advertising on these channels at scale Legacy Media Social Media Adaptive Media (1950-) (2003-) (Present) Broadcast Platform algorithms Embedded in cultural assets Mass audience reach Outcome for Niche targeting advertisers Meaningful brand con
Slide 13: Adaptive Media helps advertisers get more from campaigns
Adaptive Media helps advertisers get more from campaigns Advertising on these channels at scale Legacy Media Social Media Adaptive Media Broadcast Platform algorithms Embedded in cultural assets Broad brand awareness Cheap brand awareness Helps advertisers create meaningful Key factors Fragmenting a
Slide 14: Vinyl delivered 300+ Adaptive Media campaigns last year
Vinyl delivered 300+ Adaptive Media campaigns last year 2025 CASE STUDY ADAPTIVE MEDIA COMPONENTS Fresh Sounds Campaigns utilise both existing channels (legacy and social) and emerging channels (AI and cultural assets) to target niche audiences at scale Goal: A multi-layered discovery platform that
Slide 15: Increased demand for multi-channel campaigns
Increased demand for multi-channel campaigns Brands we’ve activated Agencies we work with 15
Slide 16: Delivering high ROI on advertising spend
Delivering high ROI on advertising spend 94% 13.2% 500+ 8.1M YoY Increase in Total Brand Lift Custom Product Unique Campaign Positive Sentiment Sales Reach Food staple campaign, Recruitment campaign utilising immersive live Brand campaign to Campaign for leading for large government events, videos a
Slide 17: Why Vinyl is uniquely positioned to achieve this
Why Vinyl is uniquely positioned to achieve this Hard to assemble: Requires both mass & bespoke content Difficult to combine a large number creation capability: of cultural assets into an integrated Social media is a small component of Adaptive and immersive ecosystem Media campaigns, not a direct com
Slide 18: Beyond the publishing multiple
Beyond the publishing multiple STRATEGIC RATIONALE Why a traditional media multiple misses Vinyl’s data, audience and activation capabilities TRADITIONAL PUBLISHING LENS AI & BRAND INTELLIGENCE LAYER VINYL’S INTEGRATED MODEL Audience Reach and impressions Al visibility Brands increasingly need Diagn
Slide 19: FY27 forecast: scale translating into positive EBITDA
FY27 forecast: scale translating into positive EBITDA ● Advertising market conditions remain soft, impacted by geopolitical uncertainty and buyer hesitation ● Profitability pathway is clear, but not linear, with some expected integration and market-related volatility, amplified by seasonality ● Foreca
Slide 20: Upcoming catalysts
Upcoming catalysts Q1 FY27 1H FY27 FY27 FY27 & beyond Integration of Val EBITDA Focused technology International growth Morgan Digital, positive investment to improve through licensing, Time Out and run-rate yield, margin and franchise and M&A Pedestrian operating leverage opportunities 20
Slide 21: Top Shareholders as of July 2026
Top 10 Shareholders as of 14 July 2026 Holder Name Holding % IC REALWISE GROUP HOLDINGS PTY 545,824,905 38.02% SONGTRADR INC 246,685,499 17.18% BNP PARIBAS NOMINEES PTY LTD 70,467,509 4.91% UBS NOMINEES PTY LTD 31,048,090 2.16% GE EQUITY INVESTMENTS PTY LTD 24,759,712 1.72% WILTSHIRE MEDIA PTY LTD 2
Slide 22: Experienced Board and Management Team
Experienced Board and Management Team Combining public markets, media, technology and product leadership Josh Simons Ken Gaunt Damian Keogh Shelby Coleman Jorge Nigaglioni Kurt Burnette CEO & Exec Director Non-Exec Chair NED Company Secretary CIO Interim CCO Founder, $50m+ raised $400m exit CEO of H
Slide 23: Thank you
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
Slide 24: Appendix 1: AI validation environment
Appendix 1: AI validation environment operates as an independent, founder-led publishing partner using human editorial judgement, AI-informed workflows and search-aware execution to test publishing innovation WHY THE MODEL WORKS FOR VINYL LOWER R&D RISK FASTER VALIDATION COMMERCIAL ALIGNMENT Trial AI
Slide 25: Appendix 2: Our Commitment to Responsible AI
Appendix 2: Our Commitment to Responsible AI As AI adoption accelerates across the media industry, Vinyl’s approach remains grounded in human accountability, editorial review, copyright, brand safety and data security HUMAN EDITORIAL DATA TECHNOLOGY COPYRIGHT BRAND SAFETY ACCOUNTABILITY REVIEW SECUR
Slide 26: Appendix 3: Brand Groups Included in Vinyl Media Combined Organisation
Appendix 3: Brand Groups Included in Vinyl Media Combined Organisation Audience Calculations (Ipsos iris, January 2026) Total List Brand Group: TheBrag, Genius, Bgr, Billboard, Variety, Pmc, Deadline, Rolling Stone, TV Line, Indiewire, Goldderby, Vibe Media, ComingSoon, Musicfeeds, Rottentomatoes, F