Ive Group Ltd. · ASX:IGL
Ive — Shareholder Meeting (November 2025)
20 slides from Ive's shareholder meeting presentation, Nov 25, 2025
Slide 1: IVE Group Limited 2025 Annual General Meeting
IVE Group Limited 2025 Annual General Meeting Managing Director’s Presentation Matt Aitken 25 November 2025
Slide 2: Contents
Annual General Meeting – 25 November 2025 2 Contents IVE Group 2025 reel 3 Key highlights 4 Underlying financial performance 5 Growth initiatives 8 Third Party Logistics (3PL) expansion 9 Sydney supersite 10 Lasoo 11 Now to 2030 15 FY26 trading update and outlook 18 ivegroup.com.au
Slide 3: Play video
Annual General Meeting | 25 November 2025 3 Play video ivegroup.com.au
Slide 4: Key highlights
Annual General Meeting |25 November 2025 4 Key highlights Financial performance Operational updates Growth initiatives - strong year Ovato Packaging Key profit metrics up significantly cost synergies fully realised - JacPak revenue capacity committed - NSW expansion in train Strong margin expansion
Slide 5: Underlying financial performance
Annual General Meeting | 25 November 2025 5 Underlying financial performance1 Strong performance underpinned by margin expansion and continued high operating cash conversion 1. The underlying financial results are on a non - IFRS basis, exclude various non - operating items and are not audited or re
Slide 6: FY25 performance in context
Annual General Meeting | 25 November 2025 6 FY25 performance 1 in context Strong momentum in key performance metrics 1. The underlying financial results are on a non - IFRS basis, exclude various non - operating items and are not audited or reviewed 2. NPAT /revenue 3. EBIT/average funds employed (w
Slide 7: FY25 performance in context
Annual General Meeting | 25 November 2025 7 FY25 performance in context Strong momentum in key performance metrics ivegroup.com.au
Slide 8: Growth initiatives
Annual General Meeting | 25 November 2025 8 Growth initiatives ivegroup.com.au
Slide 9: 3PL expansion
Growth initiatives Annual General Meeting | 25 November 2025 9 Dandenong South, Melbourne 3PL expansion Facilitating continued strong growth With the strong growth in IVE’s 3PL operations and the pending expiry of 3PL’s main warehouse lease in Braeside, in July 2025 the Group relocated to a brand ne
Slide 10: Sydney supersite
Growth initiatives Annual General Meeting | 25 November 2025 10 Kemps Creek, Sydney Sydney supersite Consolidating multiple sites for operating efficiencies and capacity expansion, consistent with strategy Replicating the success of our Braeside site in Victoria via a 42,000m² supersite in Kemps Cre
Slide 11: Lasoo
Annual General Meeting | 25 November 2025 11 Lasoo ivegroup.com.au
Slide 12: Lasoo – a unique, high-growth e-commerce platform
Lasoo Annual General Meeting | 25 November 2025 12 Lasoo – a unique, high -growth e-commerce platform Attractive business model Highly scalable Compelling retailer and consumer value Powerful network effects, with incremental Best - in- class proprietary technology providing Quality brands, from qua
Slide 13: Record retailer & user growth
Lasoo Annual General Meeting | 25 November 2025 13 Record retailer & user growth … Demonstrated ability to attract, retain and grow leading retailers and consumer brands – retailer churn rate < 3% 2 300,000+ SKU’s Live 1. Estimate based on trading up to date of AGM 2. Since launch ivegroup.com.au
Slide 14: Delivering outsized growth in GTV, orders and repeat customer sales
Lasoo Annual General Meeting | 25 November 2025 14 Delivering outsized growth in GTV, orders and repeat customer sales 2 Lasoo now generates >$100,000 of sales a day and fulfills over 12,000 orders across Australia per month Repeat customer sales are driving platform growth, scaling at twice the rat
Slide 15: Now to 2030
Annual General Meeting | 25 November 2025 15 Now to 2030 ivegroup.com.au
Slide 16: Impressu and Domino's
Growth initiatives Annual General Meeting | 25 November 2025 16 Impressu and Domino’s IVE acquired Impressu for $13.5m and signs long - term marketing agreement with Domino’s Pizza Enterprises (DPE) Impressu is a Brisbane -based print business, owned by DPE, providing digital and offset print, direc
Slide 17: Budget Mail Services
Growth initiatives Annual General Meeting | 25 November 2025 17 Budget MailServices IVE acquired Budget Mail Services (BMS) for $1m (cash and liabilities) BMS is a small Sydney -based mail and communications business supporting clients in the share registry, charity, publishing and education sectors
Slide 18: FY26 trading update and outlook
Annual General Meeting | 25 November 2025 18 FY26 trading update and outlook ivegroup.com.au
Slide 19: FY26 trading update and outlook
Annual General Meeting | 25 November 2025 19 FY26 trading update and outlook 1 YTD revenue has been softer than expected across The Group’s FY26 underlying NPAT is now expected the retail and media sectors, impacting IVE’s to be at the bottom end of the previously advised catalogue business in parti
Slide 20: Tony Jackson, Investor Relations
Tony Jackson Investor Relations Tony.Jackson@ivegroup.com.a u +61 410 499 043