Intelligent Monitoring Group Limited · ASX:IMB
Intelligent Monitoring — Q3 FY2026 Earnings Presentation
14 slides from Intelligent Monitoring's earnings presentation, Apr 24, 2026
Slide 1: Company Update April 2026
Sydney For personal use only Company Update April 2026 OUR BRANDS
Slide 2: Disclaimer
DISCLAIMER This investor presentation has been prepared by Intelligent Monitoring Group Limited (ACN 060 774 227) (IMG or the Company). It contains general information about the Company and its subsidiaries (Group) and the Group’s business as at the date of this presentation. The information in this
Slide 3: IMG: Corporate story
IMG: Corporate story Monitoring Platform providing technology-added value solutions in Security and Fire or “life safety” industry For personal use only • Threat protect turns to Intelligent Monitoring Group and invests in a new Fix up the base 2021-2022 operating platform (2021-2023) Add technical
Slide 4: Pipeline Growth +27% QoQ
Pipeline Growth +27% QoQ FY26Q23 For personal use only $63.2m +27% Secured FY26Q2 Pipeline FY26Q1* Secured Pipeline Distribution by Sector $49.8m Airport/Transport +36% 15% Secured Construction/Manufa 25% cturing Pipeline Data center 10% Education/Health $36.6m 5% Finance 23% 22% Mining/Resources *
Slide 5: Video Guarding growing strongly +16% QoQ
Video Guarding growing strongly +16% QoQ For personal use only Customer growth +16% in Q3 on Q2 Confirmed arrests >50 have been made Deterrence events on >15 average each month. 55
Slide 6: Quarterly Cashflow +14.5% on PCP
Quarterly Cashflow +14.5% on PCP For personal use only 3Q 26 3Q 25 % Change Cashflow from Operations (pre 7.7 6.7 +14.5% nonrecurring costs) Capex* 1.8 2.3 -19.7% * Last quarter of 3G upgrade capex spend in NZ ($0.8m). 66
Slide 7: Guidance - Confirmed
GUIDANCE - CONFIRMED Reported result for FY26 will depend on settlement timing of Tyco NZ – but underlying trading of business is on track with guidance For personal use only IMB FY26 Guidance build-up Bottom Top Underlying EBITDA guidance (AGM) $m 43 47 Plus: Tyco NZ Proforma EBITDA contribution $m
Slide 8: IMG: Group Businesses (Post Waka)
IMG: GROUP BUSINESSES (POST WAKA) Go-to-market brand structure positions the company as a market leader in a fragmented industry. For personal use only Tyco NZ Direct Security Direct Partnered Brand Direct Fire Brand Wholesale Brand (with Australia New Zealand Security Brand Subsidiaries) Australia
Slide 9: IMG: Group Businesses (Post Waka)
IMG: GROUP BUSINESSES (POST WAKA) Technical service leader based on our monitoring platform and strength For personal use only Monitoring Wholesale Direct Technical Provider Service provider Service provider IMS Signature Security ADT (AU & NZ) - Security Tyco NZ Tyco NZ - Fire
Slide 10: IMG: Significant Operational Coverage
IMG: SIGNIFICANT OPERATIONAL COVERAGE Australasia’s deepest operating platform combined with a deep bench of licensed technical experts For personal use only IMG Offices 10
Slide 11: Significant Opportunity for Growth
SIGNIFICANT OPPORTUNITY FOR GROWTH Use our monitoring platforms and technical reach to drive growth in new services For personal use only 12.9 million ~7% have monitored intrusion alarms AI Perimeter Security ~ A$2.3bn electronic security market Penetration? A$9bn Total Security Market 1.2 million 1
Slide 12: An Attractive – Recurring Business
AN ATTRACTIVE – RECURRING BUSINESS New customers typically convert into long-term, recurring revenue relationships through ongoing monitoring, service contracts, and system upgrades. For personal use only FY25 Revenue A typical customer revenue cycle Contribution New Installation 10% New Work - Exis
Slide 13: Conclusion: Financial Summary
CONCLUSION Financial Summary Strong, robust and valuable business 1H23 (annuali FY24 FY25 Proforma* sed) Share price $m 0.127 0.43 0.585 0.50 For personal use only Business has transformed in the past 3 and ½ years. Cash $m 2.7 26.0 24.1 38.2 • Refinanced to NAB with senior debt Gross Debt $m 31.6 8
Slide 14: Get in touch
Get in touch For personal use only Dennison Hambling Managing Director dhambling@theimg.com.au +61 418 173 232 Shenin Singh Head of Business Intelligence ssingh@theimg.com.au +61 437 953 017 14 14
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