Gumtree Australia Markets Limited · ASX:GUM
Gumtree Australia Markets — Investor Presentation (September 2025)
28 slides from Gumtree Australia Markets's investor presentation, Sep 9, 2025
Slide 1: Gumtree Australia Markets Limited (ASX: GUM) September 2025
For personal use only Gumtree Australia Markets Limited (ASX: GUM) September 2025 1
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 Overview of Company 01. A powerful motors & lifestyle network For personal use only FY25 Financial Highlights 02. Growth in underlying profitability Gumtree Operations 03. Gumtree’s core automotive market is attractive, large and growing – and Gumtree has an attractive positioning wit
Slide 4: Corporate Introduction
01. Overview Company Corporate Introduction Board and Management Team Substantial Shareholders For personal use only - Bruce Rathie: Chair and Independent Non-Executive - Argyle Family Group: 42.8% - Geoff Stalley: Independent Non-Executive - John O’Loghlen: Independent Non-Executive - UIL Limited (
Slide 5: Corporate timeline: business profile significantly changed
01. Overview Company Corporate timeline: business profile significantly changed For personal use only Sept. 2019: 2023: Acquisition of Stockhouse • Rebranding to The Market Publishing (Canada) Limited (reflecting the for approx. $22m classifieds business segment) 2016 2019 2022 2023 2024-2025 Oct. 2
Slide 6: Horizontal marketplace with key verticals
01. Overview Company Horizontal marketplace with key verticals • We are a horizonal marketplace with a key focus on selected For personal use only verticals, being Cars, Pets, Jobs and Real Estate. • Gumtree, Carsguide and Autotrader (the ‘Gumtree Group’) is an integrated marketplace ecosystem with
Slide 7: Total of 5m unique users per month delivering a significant reach in Australia
01. Overview Company Total of 5m unique users per month delivering a significant reach in Australia For personal use only Monthly unique users (M) 4M 4.1M 5.2M 5.6M 8.0M 8.4M 10.2M 11.9M ACM[2] SMH Gumtree Group SBS 7News Daily Mail Nine News smh.com.au (GT / CG / AT) sbs.com.au 7news.com.au dailyma
Slide 8: We've come a long way with numerous corporate owners
01. Overview Company We’ve come a long way with numerous corporate owners 2010 Gumtree becomes For personal use only Australia’s #1 local marketplace 2000 - 2005 2005 2007 Gumtree founded eBay acquires Gumtree launches Oct 2022 and expands to 31 global Gumtree in Australia 2020 Gumtree acquires The
Slide 9: Business and technology streamlined, 'reshored' Op's while differentiating the group
01. Overview Company Business and technology streamlined, ‘reshored’ Op’s while differentiating the group & planting the seeds for future growth For personal use only Strategic advertising Completed separation Improved editorial Seeded future growth Transition to automotive realignment from Adevinta
Slide 10: All business-critical systems successfully localized in FY23-FY24
01. Overview Company All business-critical systems successfully localized in FY23-FY24 For personal use only Accounts payable Billing / Invoicing All Tech systems Financial reporting (Romania) (Netherlands) (Global) (Global) Accounts Tax & Treasury Data Warehouse HR reporting receivable (Spain) (Chi
Slide 11: Gumtree Group FY25 Financial Results
For personal use only GUMTREE GROUP FY25 FINANCIAL RESULTS 11
Slide 12: Key financial highlights FY25
02. Financial Highlights Key financial highlights FY25 For personal use only Successful completion of the sale of the Capital Markets division for a total consideration of $6.8m 1. (enterprise value; on a cash and debt-free basis) Total Revenue at $74.4m (down 7.6% versus prior year) 2. Group
Slide 13: Strong growth in Group EBITDA with further upside identified
02. Financial Highlights Strong growth in Group EBITDA with further upside identified Group EBITDA ($ M) For personal use only 6.0 3.1 FY2024 FY2025 Group EBITDA • The Group requires less overhead costs going forward with operations streamlined. For FY26 management expects annual savings of $1.2m to
Slide 14: Strong growth in Gumtree business segment EBITDA
02. Financial Highlights Strong growth in Gumtree business segment EBITDA Segment EBITDA ($ M) For personal use only +32% 9.3 7.0 0.3 -3.6 -4.8 FY2023 FY2024 FY2025 Gumtree Segment Discontinued Operations Notes: Discontinued Operations: Capital Markets and Subscribacar EBITDA from discontinued opera
Slide 15: Operating Cashflow more than doubled in FY2025
02. Financial Highlights Operating Cashflow more than doubled in FY2025 Group Operating Cashflow ($ M) For personal use only +138% 5.7 2.4 FY2024 FY2025 Operating Cash flow 15
Slide 16: Gumtree Motors: Three Australian market leading brands
03. Gumtree Operations Gumtree Motors: Three Australian market leading brands We have a strong consumer reach… For personal use only C2C led motors marketplace Australia’s #1 motors editorial site Scaled motors marketplace • Leveraging the reach of • Largest, most visited and • Dedicated marketplace
Slide 17: Gumtree Motors category consistent revenue growth over the last 6 years
03. Gumtree Operations The Gumtree Motors category has seen consistent revenue growth over the last 6 years, supported by recurring subscription revenue Motors B2C (dealer) revenue & yield per listing For personal use only Gumtree Group Overview 45.0 $39 $36 $35 40.0 Gumtree Cars, Carsguide & Autotr
Slide 18: Carsguide is Australia's most engaged automotive editorial audience
03. Gumtree Operations Carsguide is Australia’s most engaged automotive editorial audience with users visiting 3x the number of pages compared to our competitors For personal use only 20 Average PageViews per Person 10 0 1.5m 3.0m Unique audience (reach) Source: Ipsos iris Online Measurement Service
Slide 19: Gumtree Pay launched enabling users to transact on Platform
04. Transactional + T&S Gumtree Pay launched enabling users to transact on Platform For personal use only Gumtree Pay successfully launched in April in a partnership with Adyen adding significant industry expertise Even in early stage, we see increased adoption across key categories The roll-o
Slide 20: Significant improvement in user experience by reducing fraud and scam
04. Transactional + T&S Significant improvement in user experience by reducing fraud and scam… For personal use only 20
Slide 21: Higher ratings in the Android and iOS App stores
04. Transactional + T&S …resulting in higher ratings in the Android and iOS App stores Android App iOS App For personal use only Both positive reviews (green bars) and overall rating (blue line) are improving 21
Slide 22: Investment considerations and growth opportunities
For personal use only Investment considerations and growth opportunities 22
Slide 23: Management has identified multiple pockets of potential growth
05. Investment considerations Management has identified multiple pockets of potential growth Initiative Size Opportunity For personal use only moderate 1. Roll-out additional Instant Cash Offer products in the Cars category revenue opportunity medium 2. Grow market share in Caravan and Motor Bik
Slide 24: Investment considerations
05. Investment considerations Investment considerations For personal use only 1. Strong governance with new Board in place (all independent directors) 2. Simplification of Group structure following sale of Capital Markets allowing clear focus on core operations 3. Closure underperforming (and
Slide 25: Appendix
For personal use only APPENDIX 25
Slide 26: Gumtree is an iconic horizontal marketplace with a broad and diverse audience
Gumtree is an iconic horizontal marketplace with a broad and diverse audience #1 local horizontal marketplace in Australia For personal use only Meeting the needs of sellers… …and buyers Most trusted > 23 million Trusted 2 million local C2C sessions per month of which 18 live listings marketplace ye
Slide 27: Carsguide has a leading content library with over 43k quality items
Carsguide has a leading content library with over 43k quality items Overview: Carsguide content library statistics as of June-25 For personal use only Carsguide launched in 2011 H1 2025 weekly Category Overall total H1 2025 total average News 26,914 1,041 40.0 More than 43k items produced since Revi
Slide 28: Gumtree has expanded along the Motors Value chain
Gumtree has expanded along the Motors Value chain; improving overall user experience and unlocking incremental revenue opportunities For personal use only Sourcing Pricing & Marketing Inventory Third party Financing Ancillary Transaction data and listing management inspection purchases and delivery
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