Gumtree Australia Markets Limited · ASX:GUM
Gumtree Australia Markets — Shareholder Meeting (October 2026)
26 slides from Gumtree Australia Markets's shareholder meeting presentation, Oct 19, 2026
Slide 1: AGM FY26 presentation
rsonal use only Gumtree Australia Markets Limited AGM FY26 presentation October 2026
Slide 2: Disclaimer
Disclaimer The material in this presentation has been prepared by Gumtree Australia Markets Limited (“Company”). This presentation may not be reproduced, redistributed or passed on, directly or indirectly, to any other person, or published, in whole or in part, for any purpose without prior written
Slide 3: Today's agenda
Today’s agenda FY26 Financial Highlights rsonal use only 01. Growth in underlying profitability AI Transformation project 02. Rightsizing organisational structure whilst increasing output & productivity Overview of Company 03. A powerful motors & lifestyle network Transactional and User Experience i
Slide 4: FY26 Highlights: reach, revenue and product progress
FY26 Highlights: reach, revenue and product progress • Gumtree, CarsGuide and Autotrader (the ‘Gumtree Group’) is rsonal use only an integrated marketplace ecosystem with highly complementary brands. The Company has a key focus on selected verticals, being Cars, Pets, Jobs and Real Estate. • Total G
Slide 5: Key financial highlights FY26
01. Financial Highlights Key financial highlights FY26 rsonal use only 1. Total Revenue at $69.6m (down 6.5% versus prior year) Group EBITDA of $7.8m (up 29% on $6.0m prior year) 2. Total overhead costs decreased materially after streamlining group and head office operations 3. Net profit be
Slide 6: Double-digit EBITDA growth in FY26 up to $7.8m
01. Financial Highlights Whilst total revenue is behind, the Company reported double-digit EBITDA growth in FY26 up to $7.8m Total revenue ($ M) Group EBITDA ($ M) rsonal use only +29% -7% 74.4 7.8 69.6 6.0 FY2025 FY2026 FY2025 FY2026 Total revenue Group EBITDA • Revenue decline driven mainly by sof
Slide 7: Gumtree business segment EBITDA continued to grow
01. Financial Highlights Gumtree business segment (excluding HO costs) EBITDA continued to grow Segment EBITDA ($ M) rsonal use only 9.3 9.6 7.0 0.3 -3.6 -4.8 FY2023 FY2024 FY2025 FY2026 Gumtree Segment Discontinued Operations Notes: Discontinued Operations: Capital Markets and Subscribacar EBITDA f
Slide 8: Profit before tax increased significantly in FY26
01. Financial Highlights Profit before tax increased significantly in FY26 after successfully streamlining and right-sizing operations Head office costs ($ M) Profit before Tax ($ M) rsonal use only $3.6m $1.8m 3,141% Fees & Salaries Profit before Tax -0.7 Audit & Tax -1.5 Insurance -0.6 Legal -0.3
Slide 9: FY26 results – Operating Cashflow continued improvement
01. Financial Highlights FY26 results – Operating Cashflow continued improvement Group Operating Cashflow ($ M) rsonal use only +27% +138% 7.3 5.7 2.4 FY2024 FY2025 FY2026 Operating Cash flow ($ M) 9
Slide 10: Successful deleveraging in last years
01. Financial Highlights Successful deleveraging in last 4 years Outstanding CBA debt facility ($ M) rsonal use only 46.0 38.0 32.8 27.9 FY2023 FY2024 FY2025 FY2026 Outstanding debt ($ M) 10
Slide 11: AI Transformation project - rightsizing organisational structure
02. AI Transformation AI Transformation project - rightsizing our organisational structure whilst increasing output & productivity In April 2026, the Group launched an initiative to embed AI into rsonal use only our Tech operations. The objective of this project is to drive greater productivity, eff
Slide 12: Gumtree Group Motors: three Australian market leading brands
03. Overview Company Gumtree Group Motors: three Australian market leading brands We have a strong consumer reach… rsonal use only C2C led motors marketplace Leaders in editorial engagement Scaled motors marketplace • Leveraging the reach of • Leading car review and • Dedicated dealer listing Gumtre
Slide 13: CarsGuide visitors view 4x the pages of peer group
03. Overview Company CarsGuide’s visitors are viewing 4x the number of pages compared to the selected peer group* rsonal use only 50 CARSGUIDE Browser Page Views (MM) Limited Scale Scale & Connection 25 Limited Scale & Depth Limited Depth DRIVE CAREXPERT WHICHCAR 0 1.4m 2.8m Audience Source: Ipsos i
Slide 14: People spend longer on CarsGuide than peer group
03. Overview Company People spend nearly 3 minutes longer on average on CarsGuide than on the selected peer group* rsonal use only 9 8.3 8 7.3 7.0 7.1 7 6.6 6.7 6 Avg. Mins PP CarsGuide 5 4.3 Drive 4 3.7 CarExpert 3 Whichcar 2 1.0 1 0 Jan-26 Feb-26 Mar-26 Apr-26 May-26 Jun-26 Source: Ipsos iris Onli
Slide 15: Partnership with ACM – total online monthly audience 6.2m
03. Overview Company Partnership with ACM – increasing total online monthly audience to 6.2m • Gumtree Group & ACM rsonal use only (Australian Community Media) reach a combined online audience of 6.2 million Australians on average per month* • Each week CarsGuide reaches a combined audience of 523,5
Slide 16: Traffic on CarsGuide socials is booming
03. Overview Company Traffic CarsGuide socials is booming – lifting CarsGuide brand awareness YT views: FB views: IG views: TT views: rsonal use only 2.1m 1.5m 0.4m 0.5m stable MoM +69.3% MoM +4.5% MoM +58.7% MoM Popular - 21k views Most viewed - 232k Most viewed - 43k Most viewed - 25k Source: Aug-
Slide 17: Our transformation to a transactional marketplace
04. Transactional & UX Our transformation to a transactional marketplace Q4 FY25 Q2 FY26 Q1 FY27 rsonal use only • Gumtree is rebuilding its classifieds business, introducing multiple transactional features (e.g. payments, shipping, and buyer protection). • The Group is investing significantly in tr
Slide 18: Gumtree Pay adds trust and convenience to our marketplace
04. Transactional & UX Gumtree Pay is adding more trust and convenience to our marketplace Transactional updates • In FY26 Gumtree Group rolled out rsonal use only additional features for its Gumtree Pay solution with ‘make an offer’ as well as shipping functionalities added (supported by Adyen’s le
Slide 19: Gumtree Pay adoption is growing on a monthly basis
04. Transactional & UX Gumtree Pay adoption is growing on a monthly basis # of GT Pay transactions (monthly) Total $ value transacted per month (GMV) 443 $173,001 450 175,000 rsonal use only 400 150,000 350 125,000 300 250 100,000 200 75,000 150 140 50,000 100 $31,088 25,000 50 0 0 May/25 Jul/25 Sep
Slide 20: Gumtree Pay – Make an Offer user journey
04. Transactional & UX Gumtree Pay – Make an Offer user journey Screenshots of the Make and Offer user journey on Gumtree rsonal use only Make an Offer Enter amount Offer sent Messaging centre (from the listing page) (powered by Gumtree Pay) (valid for 24 hours) (tap the ribbon to edit) 20
Slide 21: Strong reduction in fraud and scam on the platform
04. Transactional & UX Strong reduction in fraud and scam on the platform by successfully rolling out multiple security initiatives… Key safety improvements • Over the years Gumtree reduced overall fraud rsonal use only & scam by more than 80% driving a strong improvement in user experience. • Key i
Slide 22: Higher user ratings in App stores and on Trustpilot
04. Transactional & UX Higher user ratings in App stores as well as on Trustpilot Android App iOS App rsonal use only Positive reviews (green bars) and overall rating (blue line) have shown an improvement 5.0 Trustpilot review 4.5 4.0 3.0 1.7 2.0 1.0 Trustpilot score 0.0 Nov/25 Dec/25 Jan/26 Feb/26
Slide 23: Investment considerations
05. Investment considerations Investment considerations rsonal use only Successful transformation to a pure play marketplace business following the divestment of its loss-making 1. Capital Market activities in FY25 Introduction of new revenue lines and transitioning to a transactional marketplac
Slide 24: Gumtree private cars performance – strong improvement since start of FY27
05. Investment considerations Gumtree private cars performance – strong improvement since start of FY27 Private cars new listing volume per week Private cars leads per 10k sessions per week Results rsonal use only 3,000 600 • In early FY27 a new pricing +19% structure was introduced for +26% private
Slide 25: Appendix
APPENDIX a“ Gumtree carsguide Autotrader {1)) | 26
Slide 26: R&D Tax Incentives generated $3.1m in carried-forward Tax Offsets
R&D Tax Incentives from FY24 & FY25 generated $3.1m in carried-forward Tax Offsets Notes rsonal use only • Gumtree Group successfully claimed R&D tax incentives in FY24 and FY25. • Total available carried forward tax offsets amount to $3.1m per June 2026 • Management expects similar levels for FY26
Gumtree Australia Markets — Shareholder Meeting (October 2026) on 6ix