Vinyl Group Ltd. · ASX:VNL

Vinyl — Merger or Acquisition (March 2026)

17 slides from Vinyl's merger presentation, Mar 2, 2026

  1. Slide 1: Acquisition of Val Morgan Digital & Strategy Update

    ACQUISITION OF VAL MORGAN DIGITAL & STRATEGY UPDATE INVESTOR PRESENTATION 2 March 2026 Prepared by Josh Simons

  2. 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

  3. Slide 3: Acquisition to significantly expand cultural assets, national audience reach and scalability

    Acquisition to significantly expand cultural assets, national audience reach and scalability Val Morgan Digital has an extensive portfolio of cultural digital assets ● Val Morgan Digital is the publishing arm of Val Morgan Group. Assets include ANZ licenses to premium lifestyle, gaming, food & entert

  4. Slide 4: Expanding our premium cultural assets

    Expanding our premium cultural assets PLATFORMS PUBLISHING PUBLISHING + more 4

  5. Slide 5: Vinyl combined audience achieves national scale across Australia's News and Entertainment categories

    Vinyl combined audience achieves national scale across Australia’s News and Entertainment categories Selected Australian Media Organisations (Illustrative Comparison1) Entertainment Category Organisations Internet Audience Reach News Category Organisations Internet Audience Reach in Australia (total

  6. Slide 6: Ushering in a new era of Adaptive Media

    Ushering in a new era of Adaptive Media. Cultural outcomes, not just content. /əˈdaptɪv ˈmiːdiə/ Adaptive Media is an integrated advertising model where cultural assets, technology and distribution work together to deliver meaningful brand connections, at scale for the first time. 6

  7. Slide 7: Adaptive Media delivers better outcomes for advertisers

    Adaptive Media delivers better outcomes 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

  8. Slide 8: Adaptive Media delivers higher ROI on advertising spend

    Adaptive Media delivers higher ROI on advertising spend 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 Enables advertisers meaningful brand connection, through a mix

  9. Slide 9: Vinyl executes Adaptive Media campaigns

    Vinyl executes Adaptive Media campaigns 2025 CASE STUDY ADAPTIVE MEDIA COMPONENTS Campaigns utilise both existing channels (legacy and social) and emerging channels (AI and cultural Fresh Sounds assets) to target niche audiences at scale Goal: A multi-layered discovery platform that positioned Mento

  10. Slide 10: Vinyl is a leader in Adaptive Media, and pioneer at scale

    Vinyl is a leader in Adaptive Media, and pioneer at scale Advertising on these channels at scale Legacy Media Social Media Adaptive Media Broadcast Platform algorithms Embedded in cultural assets Mass audience reach Niche targeting Meaningful brand connections 10

  11. Slide 11: Self-reinforcing momentum to accelerate scale

    Self-reinforcing momentum to accelerate scale EXPANDING 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

  12. Slide 12: Defensibility of the Adaptive Media business model

    Defensibility of the Adaptive Media business model Hard to replicate: 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

  13. Slide 13: Damian Keogh to join the board following completion

    Damian Keogh to join the board following completion Damian has been CEO of The HOYTS Group since 2014, overseeing 60 cinemas across Australia and New Zealand, along with Val Morgan, the group’s cinema, outdoor and digital advertising arm operating locally and across the Middle East. During his tenur

  14. Slide 14: Accelerating scalability and profitability

    Accelerating scalability and profitability FY26 (e) ● Continued organic revenue growth, complemented by Val Morgan Digital (VMD) revenues starting in Q4 FY26. ● Q2 FY26 was a positive operating cash flow quarter. We continue to refine our cost structure as well as add further growth to make returns con

  15. Slide 15: Upcoming catalysts

    Upcoming catalysts Q3 FY26 Q4 FY26 1H FY27 FY27 & beyond Further expansion Integration of Relevant technology Global growth of cultural assets new assets acquisitions to potential through M&A further enhance the flywheel 15

  16. Slide 16: 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

  17. Slide 17: Appendix 1: Brand Groups Included in Vinyl Media Combined Organisation Audience Calculations

    Appendix 1: Brand Groups Included in Vinyl Media Combined Organisation Audience Calculations (Ipsos iris, January 2026) Entertainment List Brand Group: TheBrag, Genius, Bgr, Billboard, Variety, Pmc, Deadline, Rolling Stone, TV Line, Indiewire, Goldderby, Vibe Media, ComingSoon, Musicfeeds, Rottentom

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