Siteminder Limited · ASX:SDR
Siteminder — Shareholder Meeting (October 2025)
22 slides from Siteminder's shareholder meeting presentation, Oct 29, 2025
Slide 1: SiteMinder's Annual General Meeting 2025: Chairman and CEO's Addresses
ASX ANNOUNCEMENT October 29, 2025 SiteMinder’s Annual General Meeting 2025: Chairman and CEO’s Addresses Chairman’s Address Reflecting on the 2025 financial year, the message is clear: the SiteMinder team is delivering. We are delivering for our investors, achieving a strong financial performance he
Slide 2: CEO's Address: Reviewing a year of strategic execution and financial momentum
In today’s meeting Kim Anderson and Dean Stoecker are up for re-election and all members of the Board support their re-election. Kim chairs the Board’s People and Culture committee and brings executive and entrepreneurial experience across the ecommerce, media, and internet industries. Dean founded
Slide 3: Financial discipline and Smart Platform: The Revenue Flight Deck
This financial discipline is non-negotiable. It has allowed us to significantly improve our performance against the ‘Rule of 40’, moving from negative 15 in our IPO year to 21 in FY25. We continue to drive operational leverage through initiatives such as the strategic adoption of artificial intellig
Slide 4: The engine for future growth and value unlock
The engine for future growth and value unlock I’m very pleased with the initial progress of the Smart Platform strategy. All three initiatives under this strategy - the Smart Distribution Program, Channels Plus, and Dynamic Revenue Plus - have been successfully launched. They are already generating
Slide 5: Closing remarks and about SiteMinder
I would like to end by addressing the true engine of our success: our people. Our technology, no matter how advanced, is merely an extension of the talent, dedication, and ingenuity of the SiteMinder team. To our customers and partners, thank you for your collaboration in helping us realise our visi
Slide 6: Annual General Meeting October 2025
1 Annual General Meeting 29 October 2025 SiteMinder customer Luna Volcán, Ecuador
Slide 7: Important notice and disclaimer
2 Important notice and disclaimer This presentation is given on behalf of SiteMinder The information in the presentation is of a general nature Not financial product advice or offer Limited (SiteMinder) (ASX: SDR) (ACN 121 931 744). By only, does not purport to be complete and is not intended This pr
Slide 8: Important notice and disclaimer (continued)
3 Important notice and disclaimer (continued) Currency Other than as required by law, although they believe Market share information All amounts in this presentation are in Australian dollars there is a reasonable basis for any forward-looking All market share information in this presentation is bas
Slide 9: SiteMinder's Board of Directors
4 Pat O’Sullivan Sankar Narayan Jenny Macdonald SiteMinder’s Independent Non-Executive Chairman Chief Executive Officer Managing Director Non-Executive Director Audit and Risk Committee Chair Board of Directors Kim Anderson Paul Wilson Dean A. Stoecker Non-Executive Director Non-Executive Director No
Slide 10: Chairman's Address
5 Chairman’s Address Pat O’Sullivan Independent Non-Executive Chairman SiteMinder customer Can Calco Hotels, Spain
Slide 11: CEO's Address
6 CEO’s Address Sankar Narayan CEO & Managing Director SiteMinder customer Six Senses Ibiza, Spain
Slide 12: Momentum building across the business
7 Momentum building across the business Metric / Initiative FY22 IPO year) FY25 Goal Achieved / Progress Towards 30% ARR growth (cc,org) Revenue growth (cc, organic) 15.0% y/y 19.2% y/y medium term of 27.2% in FY25 Subscriber additions 2.4k y/y 5.6k y/y Accelerate ✓ while adding larger properties
Slide 13: SiteMinder's Revenue Flight Deck for hoteliers
SiteMinder’s Revenue Flight Deck for hoteliers - An integrated 8 experience unifying intelligence, revenue management and distribution
Slide 14: The Revenue Flight Deck - delivered through the Smart Platform
9 The Revenue Flight Deck - delivered through the Smart Platform Dynamic Revenue Plus ⬤ ⬤ ⬤ ⬤ Channels Plus ⬤ ⬤ Smart Distribution ⬤ ⬤ ⬤
Slide 15: Smart Platform success driving accelerating growth
10 Smart Platform success driving accelerating growth SiteMinder’s Historic ARR and Revenue Growth (cc,organic) ARR / Revenue growth spread due to: ● Introductory promotions ● Timing of Smart Platform contributions
Slide 16: Smart Platform to accelerate SiteMinder towards 30% revenue growth
11 Smart Platform to accelerate SiteMinder towards 30% revenue growth FY25 FY26 FY27 FY28 FY29 FY30+ Existing business* Smart Distribution* Channels Plus* Dynamic Revenue Plus* *Colour gradient is indicative of expected revenue maturity of product. Darker colour represents greater maturity.
Slide 17: Substantial value unlock opportunities
12 Substantial value unlock opportunities GBV value unlock ** 1.5% + opportunity $85b+ at full attach Gross Booking Value 5x Smart Platform opportunity contributing 3x 250m+ Room Nights Current GBV 0.3%* value unlock SiteMinder has significant value unlock opportunities even within its existing cust
Slide 18: Outlook Reiterated
SiteMinder customer The Phala Group, , Radha Phala, Bali 13 Outlook Reiterated The positive momentum from the end of FY25 has continued in FY26, with ARR growth (constant currency, organic) in line with the rate achieved in FY25 (27.2%). Building on FY25’s 27.2% ARR growth (cc,organic) and second-ha
Slide 19: Appendix
14 Appendix SiteMinder customer The Comodo Hotel, Austria
Slide 20: Glossary
15 Glossary Annual Recurring Revenue (ARR) Monthly ARPU ARR is the prior month’s recurring subscription revenue multiplied by 12 and the prior quarter’s Average revenue per user (or property) measures the average revenue from each transaction revenue from subscriber customers multiplied by four (ass
Slide 21: Investor relations and media enquiries
16 Investor relations Media enquiries Paul Wong Zoë Lee investor.relations@siteminder.com media@siteminder.com
Slide 22: siteminder.com/investor-relations
17 siteminder.com/investor-relations