Link Mobility Group Holding Asa · OSL:LINK
Link Mobility Group Holding Asa — Merger or Acquisition (June 2025)
12 slides from Link Mobility Group Holding Asa's merger presentation, Jun 24, 2025
Slide 1: Acquisition of SMSPortal
Acquisition of SMSPortal South African market leader with significant value creation potential 24 June 2025
Slide 2: Disclaimer
Disclaimer About this presentation This presentation (the Presentation) has been prepared by LINK Mobility Group Holding ASA (the Company, and together with its consolidated subsidiaries, LINK) for a brief presentation of LINK in connection with the announcement by LINK of the acquisition of SMSPort
Slide 3: LINK has a strong track record for growth through value accretive acquisitions
LINK has a strong track record for growth through value accretive acquisitions 35+ ~40% ~6.5x Acquisitions Messages sent Historical mean • #1 European provider last decade CAGR 2015-2024 multiple • 18 European countries • 50k+ customer accounts Active M&A strategy with clear play-book: ✓ Strong loca
Slide 4: SMSPortal acquisition highlights
Market-leading messaging provider with a robust South African ✓ and international customer base operating in a growing market. Leading technological platform providing the best customer ✓ experience in the region. acquires Organic growth opportunities driven by a large and loyal ✓ customer base and
Slide 5: Accretive acquisition of the number one player in South Africa with significant international business
Accretive acquisition of the number one player in South Africa with significant international business • Acquiring a company in South Africa with a subsidiary in Europe. • Total purchase price up to USD 145 million. • USD 100 million upfront cash payment Transactions • USD 15 million equity consider
Slide 6: SMSPortal: High-quality vendor with strong market position
SMSPortal: High-quality vendor with strong market position Stable customer base with low churn1 ~35% 20+ years Market share Industry Experience 1.3% 0.9% +5,100 ~70% 0.5% Enterprise customers Customers in South Africa LTM Apr-23 LTM Apr-24 LTM Apr-25 +50,000 0.9% SMS per second Avg. revenue churn Le
Slide 7: Compelling financial track-record and growth outlook
Compelling financial track-record and growth outlook Track record for profitable growth Group revenue USD million – CAGR growth % • Exceptional revenue growth over the past three years, driven by 31% successful upselling and customer retention strategies. 112 99 • Scalable model with a robust EBITD
Slide 8: Strong market fundamentals
Strong market fundamentals Positive market dynamics with growth potential Stable SMS A2P market growth Annual A2P SMS messages in South Africa (Bn – CAGR growth%) 7.0% • SMS is the dominant communication channel, with unmatched reach across local markets. Limited e-mail reach with only 10 million e-
Slide 9: Stable, attractive business environment
Stable, attractive business environment LINK geographical footprint Regulatory and legal landscape similar to Europe • Structured legal frameworks and regulatory standards ensure stability and reduce execution risk. • Strong financial sector and transparent tax and banking frameworks allow for effic
Slide 10: Compelling combined financials
Compelling combined financials 1 2 in NOK million Combined 4 Transaction details Revenue 7,089 1,105 8,194 • Total purchase price up to USD 145 million • USD 100 upfront payment financed with cash on hand EBITDA adj. 770 247 1,017 • USD 15 million equity consideration, issuing approx. 5.9 million sh
Slide 11: Establishing strong position in a new region with significant potential for growth and value creation
Establishing strong position in a new region with significant potential for growth and value creation …in a growing market with a …and substantial opportunities for Establishing a leading position... predictable regulatory framework… synergies and accelerated growth • Market-leading player with robu
Slide 12: Q&A
Aa Q&A # link mobility
LINK Mobility Group Holding — Merger or Acquisition (June 2025) on 6ix