Intelligent Monitoring Group Limited · ASX:IMB
Intelligent Monitoring — Investor Presentation (June 2026)
21 slides from Intelligent Monitoring's investor presentation, Jun 1, 2026
Slide 1: Completion of Wormald NZ & Red Wolf Acquisition
For personal use only Completion of Wormald NZ & Red Wolf Acquisition O U R B R A N D S
Slide 2: Disclaimer
DISCLAIMER This investor presentation has been prepared by Intelligent Monitoring Group Limited (ACN 060 774 227) out of or derived from, or for omissions from, this presentation, including, without limitation, any financial (IMG or the Company). It contains general information about the Company and
Slide 3: Acquisition Overview
ACQUISITION OVERVIEW For personal use only Settlement of Wormald NZ Transaction materially Transaction funded & Red Wolf acquisition for increases IMG’s commercial through existing cash ~A$37m was completed scale and market presence reserves and IMG’s $35m on 29 May 2026. across New Zealand. acquisi
Slide 4: About: Wormald NZ
ABOUT: WORMALD NZ REVENUE GROSS RECURRING For personal use only Wormald NZ provides FY25 MARGIN REVENUE IMG with a significant NZ$70.9m 24% 75% credentialed commercial platform to present • Established New Zealand fire protection platform with operating history our leading security dating back to 18
Slide 5: About: Red Wolf
ABOUT: RED WOLF For personal use only Red Wolf, a leading REVENUE GROSS RECURRING commercial security FY25 MARGIN REVENUE provider in NZ$11.7m 17% 75% New Zealand, strengthens IMG’s • Established in Wellington, New Zealand in 2005, with a leading position in strategy to accelerate electronic securit
Slide 6: Strategic Rationale
STRATEGIC RATIONALE Unlocking scale, capability and recurring revenue to drive the next phase of IMG’s commercial customer growth. For personal use only IMG Strategic M&A intent Acquisition Alignment to IMG Strategy Reinforce IMG higher-value ✓ Builds NZ’s strongest fire & security platform, expandi
Slide 7: Financial Rationale
FINANCIAL RATIONALE +20.9% accretive transaction (post equity raise) For personal use only Material (+20.9%) earnings accretion (incl the following Dec 25 equity raise) • On December 25, IMG announced the acquisition of "BlueSky Holdco (Wormald & Red Wolf)" for NZ$45m (A$38m) and expected it to deli
Slide 8: IMG Overview
For personal use only IMG OVERVIEW 8
Slide 9: IMG: Corporate Story
IMG: CORPORATE STORY Monitoring Platform providing technology-added value solutions in the Security and Fire or “life security” industry For personal use only 2021 – 2022 2023 – 2025 2026 2026+ Fix up and invest Add technical Add technical Growth focus in AI in the operating services capability capa
Slide 10: IMG Today: Established Scale, Accelerating Growth Opportunity
IMG TODAY: ESTABLISHED SCALE, ACCELERATING GROWTH OPPORTUNITY Defensive, high-quality recurring revenue platform with a clear runway to accelerate For personal use only growth through deeper penetration of higher-value security and life security industries. Strong Financial Scaled platform Specialis
Slide 11: IMG: Group Businesses Today
IMG: GROUP BUSINESSES TODAY Go-to-market brand structure positions the company as a market leader in a fragmented industry. For personal use only Direct Security Partnered Security Direct Fire Business Wholesale Business (with Business Security Monitoring Subsidiaries) Business • Australia • Austral
Slide 12: IMG: Significant Direct Technical Coverage
IMG: SIGNIFICANT DIRECT TECHNICAL COVERAGE A deep bench of licensed technical experts enabling For personal use only strong execution across the Australasian market IMG Response Centres IMG Offices 12
Slide 13: Group Strategy & Growth
GROUP STRATEGY & GROWTH For personal use only 13
Slide 14: Group Vision & Values
GROUP VISION & VALUES “ To be the leader in Security and Life Security-related services for Businesses, Homes, Families, and Individuals in Australasia. For personal use only We will do this by providing the best professional service at the best value, with the latest technology available anywhere.”
Slide 15: Corporate Strategy
CORPORATE STRATEGY Invest in our monitoring Unique scale, reach and platform & people 1 2 technology attracts large- For personal use only scale customers and industry partners Developing a unique comparative advantage Reinvested into growing our comparative scale advantage and rewarding Improves pr
Slide 16: Two Key Organic Growth Engines
TWO KEY ORGANIC GROWTH ENGINES Drive commercial scale into recurrent service and monitoring growth For personal use only Enterprise & Commercial - Security Leading Security and IOT Monitoring & Fire Technical services Platform ✓ Use unique, significant, geographical ✓ 14.2m premises (Resi and Commer
Slide 17: Business Underpinned by Monitoring and Service Revenues
BUSINESS UNDERPINNED BY A typical customer FY25 Revenue MONITORING revenue cycle Contribution For personal use only AND SERVICE New Installation 10% REVENUES New customers typically New Work – convert into long-term, Existing Customer 12% recurring revenue relationships through ongoing monitoring, U
Slide 18: IMG Competitive Advantage
IMG COMPETITIVE ADVANTAGE Strengthening competitive advantage through highly accredited, compliance-driven operations that elevate credibility and trust For personal use only Reach Trust Solutions National Coverage Standards-Driven Advanced Monitoring & Certified Capability Extensive presence across
Slide 19: Guidance
GUIDANCE IMB FY26 Guidance build-up BOTTOM TOP For personal use only Underlying EBITDA guidance (AGM) $m 43 47 Plus: Acquisition Proforma* EBITDA $m 10 10 contribution = Proforma* EBITDA $m 53 57 = Proforma* NPAT (adj) $m 26 29 = Proforma* EPS (adj) $m 0.062 0.07 * Proforma = the expected result fol
Slide 20: Conclusion: Financial Summary
CONCLUSION Financial Summary 1H23 (annualised) FY24 FY25 Proforma* Business generates strong underlying operating cashflows Share price $m 0.127 0.43 0.585 0.58 For personal use only Business has transformed in the Cash $m 2.7 26.0 24.1 38.2 past 3 and ½ years. • Refinanced to NAB with senior Gross
Slide 21: Get in Touch
For personal use only GET IN TOUCH Dennison Hambling Shenin Singh Managing Director Head of Business Intelligence • dhambling@theimg.com.au • ssingh@theimg.com.au • +61 418 173 232 • +61 437 953 017
Intelligent Monitoring Group — Investor Presentation (June 2026) on 6ix