Hipages Group Holdings Ltd. · ASX:HPG
Hipages — Investor Day (April 2026)
51 slides from Hipages's investor day presentation, Apr 30, 2026
Slide 1: ASX Release: Investor Day 2026
hipages Group Holdings Ltd Level 10, 255 Pitt Street, Sydney NSW 2000 ABN: 67 644 430 839 hipagesgroup.com.au ASX Release 30 April 2026 Investor Day 2026 hipages Group Holdings Ltd (ASX:HPG) ) (“the Group” or “the Company”) is hosting its first Investor Day today, 30 April 2026. A copy of the presen
Slide 2: Investor Day 30th April 2026
For personal use only Investor Day 30th APRIL 2026
Slide 3: HPG Investor Day 2026 - Agenda
HPG Investor Day 2026 - Agenda • Welcome & Introduction – Inese Kingsmill, hipages Group Chair For personal use only • Founder Story & Growth Journey — Roby Sharon-Zipser, Co-Founder & CEO • Market Position & Adapting Our Marketing Approach — Jeff Lim, Chief Marketing Officer • Product Innovation —
Slide 4: Welcome & Introduction
Welcome & Introduction For personal use only IN ESE K IN GS MIL L hipages Group Chair chair-and-ceos-agm-2025-addresses hipages Group | 3
Slide 5: Acknowledgement of Traditional Custodians
We would like to acknowledge the Traditional Custodians of the land on which we meet today, the Gadigal People of the Eora Nation, and For personal use only pay our respects to their Elders past, present and emerging. hipages Group | 4
Slide 6: For personal use only
For personal use only
Slide 7: Founder story & growth journey
Founder story & growth journey For personal use only R O B Y S H A R O N - Z I P S ER CEO & Co-Founder https://investors.hipagesgroup.com.au/webinars/MP72Jr- chair-and-ceos-agm-2025-addresses hipages Group | 6
Slide 8: Why now?
Why now? For personal use only AI moving faster Product evolution Market timing Technology that we predicted Our platform is transforming Trades are professionalising would take 3-5 years is from a marketplace rapidly. Rising costs and arriving now - accelerating our into a fully-integrated home com
Slide 9: The home improvement experience is broken and we are fixing it
The home improvement experience is broken and we are fixing it For personal use only
Slide 10: For personal use only
For personal use only
Slide 11: In 2008 an awesome directory was enough - Today it isn't
In 2008 an awesome directory was enough - Today it isn’t For personal use only 10
Slide 12: Our vision & mission
Our vision & mission For personal use only Vision Where home improvement is seamless for everyone involved Mission We power the brands that enable the home improvement industry to operate effortlessly
Slide 13: Our moats
Our moats For personal use only Services Home Improvement Services are insulated Distribution 22 Years creating a network of trades across ANZ We know who is available in your area for your required Data services at that moment
Slide 14: The ANZ home improvement market is enormous
The ANZ home improvement market is enormous For personal use only $170bn $1.5bn Per year spent on Per year spent on service providers marketing 85M 370K Jobs per year in the home Businesses in the home improvement industry improvement industry So urce: Pub licis Sap ient ( 2024), Manag em ent Estim
Slide 15: Our growth relays and expanding our TAM
Our growth relays and expanding our TAM hipages core Geographic expansion: Evolution from Expansion services & business #1 across ANZ Marketplace to Platform householder monetisation For personal use only TAM1: $1.2B TAM1: $1.6B TAM1: $1.8B Household Solutions (AUS Tradies spend on advertising (ANZ
Slide 16: The road ahead
For personal use only The road ahead
Slide 17: Market position & how we're adapting our marketing approach in relation to AI
Market position & how we’re adapting For personal use only our marketing approach in relation to AI JEFF LIM CMO https://investors.hipagesgroup.com.au/webinars/MP72Jr- chair-and-ceos-agm-2025-addresses
Slide 18: Doubling down on our market leadership position
Doubling down on our market leadership position Households Tradie For personal use only #1 Top of Mind Awareness 1,3 For websites/apps that connect you with tradies #1 Top of Mind Awareness 1 For website/apps that help you find clients/more work #1 Preferred 1 Way to connect with tradies #1 Return O
Slide 19: hipages is the #1 place for tradies to grow their businesses
hipages is the #1 place for tradies to grow their businesses For personal use only $32 $26 takes the smallest % of job $ delivers the #1 $19 Return 1 On st $9 $9 $4 Investment for digital lead generation Job completion rate 1st Job size 1st 46% $2.5k of leads turn average job into completed size job
Slide 20: AI: Adapting our Marketing Approach
AI: Adapting our Marketing Approach For personal use only 1 2 3 LLM Customer Marketing Discoverability Acquisition, Productivity & & Optimisation Conversion & Efficiencies Engagement hipages Group | 19
Slide 21: LLM Discoverability & Optimisation
1. LLM Discoverability & Optimisation hipages is leading AI/LLM visibility vs. competitors LLM visibility – Percentage of chats mentioning each brand For personal use only hipages Other Australian online marketplaces and directories in the category 1 Peec.ai – ChatGPT, Perplexity, Gemini & AI Mode h
Slide 22: ChatGPT integration brings households and businesses closer together
1. LLM Discoverability & Optimisation ChatGPT integration brings households and businesses even closer together For personal use only hipages Group | 21
Slide 23: AI-Assistant delivers a seamless end-to-end experience
2. Customer Acquisition, Conversion & Engagement AI-Assistant delivers a seamless end-to-end experience For personal use only hipages Group | 22
Slide 24: Coming soon: AI-enabled video job posting
2. Customer Acquisition & Engagement Coming soon: AI-enabled video job posting For personal use only Upload or record a video and tell us what you want done Provide tips for making a great video Identify the category and write the job description for you Review, edit and submit hipages Group | 23
Slide 25: Marketing Productivity & Efficiencies
3. Marketing Productivity & Efficiencies LLMs, martech platform extensions and specialist tools For personal use only hipages Group | 24
Slide 26: Product Innovation
Product Innovation For personal use only SRIYA VIPIN Head of Product, Business Platform https://investors.hipagesgroup.com.au/webinars/MP72Jr- chair-and-ceos-agm-2025-addresses hipages Group | 25
Slide 27: Our evolution from Marketplace to Platform
Our evolution from Marketplace to Platform For personal use only Expands the TAM Improves retention Builds data moat Helping tradies and home Significant retention benefit Proprietary data layer improvement experts For tradies with 4+ Job Job history, pricing, manage and grow their Management action
Slide 28: Growth in Monthly Active Accounts (MAA)
Growth in Monthly Active Accounts (MAA) For personal use only Number of Monthly Active Accounts 1 (000's) of job management features 21% 17% Explorers (1 action p.m.) 14% 13% Adopters 11% 12% (2-3 actions p.m.) 6.8 10% 5.5 Power Users 8% 4.5 4.6 (4+ actions p.m.) 3.8 3.8 5% 3.3 4% 2.5 % of total tra
Slide 29: Growth in power users
Growth in power users For personal use only 4+ actions 30% → 40% 4% → 41% The engagement threshold Existing Power Users have grown New Power Users have that defines a power user strongly throughout the year massively increased hipages Group | 28
Slide 30: Tradies feel like they're in "admin hell"
Tradies feel like they’re in “admin hell” For personal use only 1in 4 Tradies claim to have been forced to turn down work due to the burden of admin 68% Believe there are efficiencies to be gained though technology use hipages Group | 29
Slide 31: How we're helping solve "admin hell"
How we’re helping solve ”admin hell” For personal use only How a tradie sees and accepts a job lead How they send estimates and set up times for a quote inspection How they can send an AI smart quote How they can convert a quote into an invoice and collect payment How they close out a job and solici
Slide 32: Live product demo
ScreenRecording_04-14-2026 13-51-27_1.MP4 Live product demo For personal use only
Slide 33: Future Capabilities: Insights, Reporting & Recommendations
Future Capabilities For personal use only Insights, Reporting & Recommendations ⦁ Tradies have no way of tracking their business growth and revenue across their entire pipeline ⦁ Always-on visibility about how their business is tracking beyond just at tax time
Slide 34: Future Capabilities: Virtual Assistant
Future Capabilities For personal use only Virtual Assistant Ubiquitous agent, always available Like having an experienced team member permanently on standby Will be able to help tradies at multiple points in day-to-day life
Slide 35: Ecosystem Expansion
Ecosystem Expansion For personal use only ROB TOL L IDAY Chief Revenue Officer https://investors.hipagesgroup.com.au/webinars/MP72Jr- chair-and-ceos-agm-2025-addresses
Slide 36: Unlocking a significantly larger addressable market with new services
Unlocking a significantly larger addressable market with new services hipages core Geographic expansion: Evolution from Expansion services & business #1 across ANZ Marketplace to Platform householder monetisation For personal use only TAM1: $1.2B TAM1: $1.6B TAM1: $1.8B Household Solutions (AUS Trad
Slide 37: For personal use only
For nersonal use only e a @ a ¢ stores & Online Msurance commnuntty $ s Maintenance Emergencies ¢ ¥ Rental Claims Hardware Furniture Electrical Education Repairs Renovations Commercial Concierge Other Government departments Charities * %, % % % % Offices Retail Building Federal State Local % y 4, %
Slide 38: hipages Business Perks
hipages Business Perks For personal use only 37
Slide 39: Acquisition of VIZ Insurance
Acquisition of VIZ Insurance Digital-first insurance platform Perfect fit with hipages, and another For personal use only purpose-built for Australian tradies step forward in our strategy Entry into high value adjacency Non-discretionary high-repeat product and revenue stream in our ecosystem Retent
Slide 40: hipages Household Perks
hipages Household Perks For personal use only 39
Slide 41: Leveraging our assets to promote hipages Perks
Leveraging our assets to promote hipages Perks For personal use only App Web Social Email Voice SMS hipages Group | 40
Slide 42: Deeply embedded experience
Deeply embedded experience For personal use only 41
Slide 43: Financial update
Financial update For personal use only JACO JONKER CFO & COO hipages Group | 42
Slide 44: We are an established business with strong economics
We are an established business with strong economics Scaled For personal use only Total Revenue EBITDA margin1 Free Cash Flow market leader Step change in FCF $90-91m 24-26% $8-10m $83.1m 23.6% 21.6% Operating $75.8m leverage $61.9m $67.0m 17.3% 18.3% $5.6m $2.1m Strong cash generation -$2.8m -$3.8m
Slide 45: Generating ~45¢ FCF from every incremental dollar of revenue
…generating ~45¢ FCF from every incremental dollar of revenue Revenue and Free Cash Flow1 ($m) For personal use only 90-91 +~$7.4m vs. Pcp (Midpoint) 83.1 ~45% Cash flow through rate 8-10 75.8 +~$3.4m 5.6 vs. Pcp (Midpoint) 2.1 Illustrative FY24 FY25 FY26F Revenue FCF hipages Group | 44 1 Operating
Slide 46: Long-term potential profitability at scale
Long-term potential profitability at scale For personal use only HPG’s fixed cost profile amplifies operating leverage and unlocks significant profitability as the business scales Margin accretion Revenue 100% 100% 100% over time Management Cash EBIT1 3% 7% Variable Costs 20% Mgmt Cash EBIT1 20% 30%
Slide 47: Capital allocation priorities
Capital allocation priorities For personal use only Organic Drive growth with disciplined investment in core 1 growth platform functionality, brand and marketing Inorganic Accelerate growth with bolt-on acquisitions to 2 growth provide new platform capability or distribution 3 Capital Return surplus
Slide 48: On-market share buy-back
On-market share buy-back For personal use only Funded from From 14th May 10% 2026 existing cash facilities of group issued Conducted opportunistically Exact cost and timing share capital over a period of up to dependent on market 12 months conditions hipages Group | 47 Note: hipages Group reserves t
Slide 49: Fireside chat
Fireside chat For personal use only Host: Brett Clegg APAC Chair of Sodali & Co
Slide 50: HPG 2026 Investor Day - Fireside Chat
HPG 2026 Investor Day - Fireside Chat For personal use only Inese Kingsmill Nicholas Gray Roby Sharon-Zipser Jaco Jonker Chair Non-Executive CEO & Co-founder CFOO Director hipages Group | 49
Slide 51: For personal use only
For personal use only