Rent.com.au Ltd · ASX:RNT
Rent.com.au — Investor Presentation (February 2026)
21 slides from Rent.com.au's investor presentation, Feb 26, 2026
Slide 1: Investor Presentation February 2026
INVESTOR PRESENTATION FEBRUARY 2026 ASX: RNT
Slide 2: Important Information and Disclaimers
IMPORTANT INFORMATION AND DISCLAIMERS These presentation materials and the accompanying verbal presentation (together, the Presentation Materials ) have been prepared by Rent.com.au Limited (the Company) as at 25 February 2026, and statements are current only as at that date. Information in the Pres
Slide 3: Introduction
INTRODUCTION Rent.com.au has a strong advocacy position in the rental market from which to grow its customer base and product suite. Huge, under-served market providing significant growth opportunity. Record revenues being achieved since the business accelerated its transition towards solution
Slide 4: A Platform Made for Renters
A PLATFORM MADE FOR RENTERS A customer-driven platform, empowering renters through simple, smart and secure ways to pay (bond, ONE THIRD OF rent, bills and more) and take control of their finances AUSTRALIANS to turn renting into a rewarding step towards RENT independence. 4
Slide 5: Australia's $85B Rental Economy
AUSTRALIA’S $85B RENTAL ECONOMY Renting is a fast-growing segment, skewed towards younger, digitally native Australians. % of POPULATION RENTING 60% of UNDER-35s RENT MASSIVE ADDRESSABLE MARKET 47% 44% 42% 37% $85 31% 32% 30% 28% 60% BILLION * in annual rent flows CANADA 2011 2016 2021 2006 USA UK
Slide 6: Our Business
OUR BUSINESS Building a financially strong, customer-centric and highly capable business by prioritising renting solutions that generate strong recurring revenue streams. LOOKING APPLYING MOVING RENTING NON-RECURRING, LEAD-BASED REVENUE RECURRING REVENUE LONG-TERM RENTER Attract Engage Convert RELAT
Slide 7: RentBond
o~ rent.com.au RENTBOND®
Slide 8: RentBond: Move Now, Pay Later
RENTBOND®: Move Now, Pay Later Solves the ‘bond gap’ Help renters smooth the cost of moving. RentBond® is an award winning, renter- Cover all moving costs first product solving a universal pain point Bond, removalists, cleaning, rent-in- advance. → creating sticky engagement, repeat No securit
Slide 9: RentBond: A Different Accounting Model
RENTBOND®: A Different Accounting Model NOW RECOGNISING A BIGGER SHARE OF REVENUE & PROFIT, BUT OVER THE LIFE OF THE LOAN VS ON DAY ONE • When RentBond® was purely a referred lead model, all revenue and costs were recognised when customer got a loan. • Now all revenue is recognised over the life of
Slide 10: RentBond: On Track to Realise Expected Gains
RENTBOND®: On Track to Realise Expected Gains THE EXPECTED GAINS FROM BRINGING RENTBOND® ‘IN HOUSE’ ARE BEING VALIDATED BY ACTUAL RESULTS • In addition to the revenue already recognised, more than $1 million in future revenue is expected from existing loans. • Actual average loan amounts are 15% hig
Slide 11: RentBond Growth Drivers
RENTBOND® GROWTH DRIVERS Further growth is driven by scale, further improving conversion and seizing adjacent monetisation opportunities. $200m of bonds are lodged monthly in Australia. RentBond lending is currently ~$1m per month. Partnership Channels Optimise Funding Expanding via partnerships wit
Slide 12: RentPay
or 2027 over RENTPAY
Slide 13: Helping Renters Benefit from Renting
HELPING RENTERS BENEFIT FROM RENTING FLEXIBLE, HIGH REWARDS DRIVEN BUILDING FINANCIAL FREQUENCY PAYMENTS ENGAGEMENT RESILIENCE & CAPABILITY Flexible payment options to suit renters Everyday savings for renters Improves financial health Multiple payment methods drives adoption Cashback from 140+
Slide 14: RentPay Growth Drivers
RENTPAY GROWTH DRIVERS With a platform that already processes a significant volume of payments every day, we know it works and we can focus on adding margin accretive products. $85 billion in rent is paid annually in Australia. ~$260m per annum is currently paid via RentPay. Customer Growth Channels
Slide 15: Outlook
réfit.com.au | | | |
Slide 16: Recurring Revenue Driving Growth
RECURRING REVENUE DRIVING GROWTH Clear benefit of recurring revenue model evident in Group results, with another step change driven by RentBond®. QUARTERLY TOTAL REVENUE QUARTERLY RECURRING REVENUE +34% $667k $1.0m >2.5x $0.9m $0.9m $0.9m $0.7m $414k $325k $301k $261k Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26
Slide 17: Outlook – Our Near-Term Goals
OUTLOOK – OUR NEAR-TERM GOALS REVENUE RECURRING PROFITABILITY GROWTH REVENUE Double monthly Revenue Positive Group EBITDA >70% Recurring Revenue by Q2 FY27* by Q2 FY27 by Q4 FY26 • +30% year on year revenue growth driven by RentBond® and RentPay. • Record revenue month for January 2026 (over $400k).
Slide 18: Corporate Information
CORPORATE INFORMATION
Slide 19: Corporate Information (@ February 2026)
CORPORATE INFORMATION (@ 24 FEBRUARY 2026) Ordinary Shares Top shareholders % Share price $0.050 Valerie Frazer 16.8% Ordinary Shares on issue 1,159.7m Andrew Frazer 15.6% MARKET CAPITALISATION $58.0m John Wood (Director) 6.6% Cash on hand $8.5m Ajava Holdings 5.8% Senior Secured Debt Facility (net
Slide 20: Experienced Board & Management
EXPERIENCED BOARD & MANAGEMENT EXECUTIVE NON-EXECUTIVE NON-EXECUTIVE NON-EXECUTIVE CHAIRMAN DIRECTOR DIRECTOR DIRECTOR SAM MCDONAGH PHIL WARREN GARRY GARSIDE JOHN WOOD Former Airbnb, Ebay, iiNet Former corporate advisor and Experienced property developer Experienced property developer executive. pri
Slide 21: Thank You
THANK YOU Investor Enquiries: Jan Ferreira Paul Berson Rent.com.au Corporate Storytime janf@rent.com.au paul@corporatestorytime.com +61 (08) 6145 2609 +61 (0)421 647 445