Aspermont Limited · ASX:ASP
Aspermont — Investor Presentation (January 2026)
30 slides from Aspermont's investor presentation, Jan 27, 2026
Slide 1: UK Investor Presentation (Jan'26)
For personal use only UK Investor Presentation (Jan’26) – ASX:ASP | FRA:00W “Transforming 190 years of media heritage into a subscription-first data & intelligence platform” 1
Slide 2: Disclaimer
Disclaimer Important notice disclaimer For personal use only FORWARD-LOOKING STANDARD ELEMENTS PREPARATION OF INFORMATION This presentation may include forward-looking statements. Such statements can generally be identified by the use of All financial information has been prepared and reviewed in ac
Slide 3: Introduction to Aspermont - Contents
Introduction to Aspermont Contents For personal use only Aspermont Today FY25 Results Inflection Point Conclusion 3
Slide 4: Aspermont Today
For personal use only Aspermont Today 4
Slide 5: Proven, Aligned Leadership Team with Deep Sector Expertise
Proven, Aligned Leadership Team with Deep Sector Expertise For personal use only Ajit Patel Alex Kent Graeme McCracken Michael Brown Nishil Khimasia Josh Robertson Roger Cooke Chief Operating Officer Managing Director Non-Executive Director Non-Executive Chair Chief Financial Officer Chief Marketing
Slide 6: Company Timeline – Revenue Composition Evolution
Company Timeline – Revenue Composition Evolution For personal use only 1835 - 2014 2014 - 2016 2016 - 2025 2025+ Print Publishing Era Digital Transformation XaaS Business Data & Intelligence Print Revenue Print Advertising Other Revenue High Quality Revenue Digital Revenue Digital Advertising Subscr
Slide 7: The Market Leader in B2B Media for the Global Resource Sectors
The Market Leader in B2B Media for the Global Resource Sectors For personal use only 4K+ $12M 66% Corporate Subscriptions in over Annual Recurring Revenue (ARR) Subscriptions Revenue 150 countries 280K 11% 100% Monthly Active Users (MAU) Subscriptions Revenue Net Retention Rate (NRR) CAGR 3M 17% $66
Slide 8: House of Brands
For personal use only House of Brands 8
Slide 9: More than 25% of the Global Fortune are Aspermont clients
More than 25% of the Global Fortune 100 are Aspermont clients For personal use only FINANCIAL COMPANIES SUPPLY CHAIN SERVICES TECHNOLOGY SERVICES MINING MACHINERY BANKING ACCOUNTING ENERGY ENGINEERING INVESTMENT SERVICES LEGAL STEEL EQUIPMENT INSURANCE MANAGEMENT CONSULTANT GOVERNMENT 9
Slide 10: Consecutive Quarters of Growth with 100% NRR
37 Consecutive Quarters of Growth with 100% NRR For personal use only Annual Recurring Revenue (ARR) Average Revenue Per Unit (ARPU) $12.0m CAGR 11% CAGR 17% $10.0m $2,547 $8.0m $2,224 $2,027 $6.0m $1,585 $1,236 $4.0m $1,071 $938 $832 $704 $623 $2.0m $0.0m 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 1
Slide 11: FY25 Results
For personal use only FY25 Results 11
Slide 12: FY25 at Glance
FY25 at Glance For personal use only 1 2 3 4 Annual Recurring Revenue Mining-IQ v1 launched in Q4. $550k+ enterprise contract signed Nexus, Aspermont’s new in- (ARR) at $11.5m up 2% year on Early traction includes presales with Rio Tinto to digitize 190 house marketing agency, year; 37 consecutive q
Slide 13: FY25 Reported Results
FY25 Reported Results Continuing operations For personal use only $m FY 25 FY 24 Adjusted Adjusting Statutory Adjusted Adjusting Statutory Results Items Results Results Items Results Revenue 15.4 - 15.4 16.5 1.0 17.5 Adjusted Ebitda (1.0) - (1.0) (1.5) 0.4 (1.1) Depreciation and Amortisation (1.0) -
Slide 14: Q4 FY25: Inflection Quarter for Enterprise Data Expansion
Q4 FY25: Inflection Quarter for Enterprise Data Expansion For personal use only • 37th consecutive quarter of growth in subscriptions revenue, with ARR at $11.5m • Total revenue, from continuous operations, at $4.7m representing 5% growth year on year • Normalised EBITDA at $0.4m • Net cash $2.9m •
Slide 15: Q4 Financial Highlights
Q4 Financial Highlights Q4 25 Q3 25 Change For personal use only Total Revenue from continuing operations $4.7m $3.6m +30% Subscriptions Revenue $2.5m $2.5m 0% Subscriptions Revenue Composition 54% 72% Normalised EBITDA $0.4m ($0.6m) Cash & Cash Equivalents $2.9m $0.5m Q4 25 Q4 24 Change Total Reven
Slide 16: Consolidated Statement of Financial Position
Consolidated Statement of Financial Position CURRENT ASSETS FY25 $’m FY24 $’m NON-CURRENT LIABILITIES FY25 $’m FY24 $’m For personal use only Cash and cash equivalents $2,95m $1,39m Deferred tax liabilities $1,63m $1,56m Trade and other receivables $749k $1,16m Lease payables $75k - TOTAL CURRENT AS
Slide 17: Pro Forma Capital Structure, Cash Position & Use of Funds (post raise)
Pro Forma Capital Structure, Cash Position & Use of Funds (post raise) For personal use only Capital Structure: ASX:ASP | FRA:00W Shares Cash Change $’m Shares on issue 2,513m Cash held pre capital raising 0.5 Placement shares 250m Placement cash 1.75 SPP shares 127m SPP cash 1.02 Post raise pro-for
Slide 18: Inflection Point
For personal use only Inflection Point 18
Slide 19: Aspermont Inflection Point
Aspermont Inflection Point Ready to accelerate growth with major client endorsements For personal use only 1 A 9-year-old CaaS company with a 190-year legacy. 2 Experienced Tier 1 board and management team, aligned to shareholder interests, executing with success. 3 37 consecutive quarters of growth
Slide 20: Our Content-as-a-Service Model Solves an Information Gap
Our Content-as-a-Service Model Solves an Information Gap For personal use only MARKET NEED OUR CaaS SOLUTION WHY ASPERMONT WINS There is an Information overload. PAYWALL 24/7 global coverage. Independent gated content is only Industry needs information that is: accessible to paid subscribers. Timely
Slide 21: Corporate Subscriptions Opportunity
Corporate Subscriptions Opportunity For personal use only NOW • TAM: ~80,000 mining corporates globally • >4,000 corporate subscribers today; ARR >$11.5m • ARPU>$2.5k; >10 organizations pay >$100k per subscription “Large TAM penetration and ARPU growth opportunity” GROWTH STRATEGY 1. Grow volume of
Slide 22: Data & Intelligence Opportunity
Data & Intelligence Opportunity Proprietary data validation and commercialisation For personal use only • Intelligence revenue $2m; launched in 2020 • Mining-IQ data platform launched in Q4 FY25 • Data presales with Tier-1 miners and financial institutions • Enterprise traction: Rio Tinto (~$550k) t
Slide 23: Building a Global Mining Data & Intelligence Platform
Building a Global Mining Data & Intelligence Platform From proprietary datasets to predictive supply side intelligence For personal use only CORE VALUE PROPOSITION ✓ Leverage centuries of proprietary editorial and project data to uncover actionable insights ✓ Use Generative AI in internal and extern
Slide 24: Diversifying Revenue Through Events & Marketing Agency
Diversifying Revenue Through Events & Marketing Agency For personal use only EVENTS MARKETING AGENCY 7% 27% OF EXISTING TOTAL OF EXISTING TOTAL REVENUE REVENUE Nexus: flagship wins (top-3 global miner; ASEAN government); entering scale up Future of Mining Australia: record audience (>2000) and reven
Slide 25: Conclusion
For personal use only Conclusion 25
Slide 26: Why Now?
Why Now? For personal use only 1 Product readiness (Data business) Engaged customer base, Mining-IQ v1 live; Rio Tinto endorsement; generative AI application build phase 2 Proven Subscriptions Base and Model $11.5m ARR; 100% NRR, 37 consecutive growth quarters 3 Capital in place to scale Placement +
Slide 27: Managing Director Commentary & FY26 Guidance
Managing Director Commentary & FY26 Guidance For personal use only “Q4 marks an important inflection point for Aspermont. Over the quarter we continued to convert our deep sector expertise and audience reach into recurring revenue — delivering $11.5m ARR and our 37th consecutive quarter of subscript
Slide 28: Appendix
For personal use only Appendix 28
Slide 29: Glossary
Glossary For personal use only the total value of recurring subscription contracts normalized to a year. Annual Recurring Revenue (ARR) ARR=Total Monthly Recurring Revenue (MRR)×12 metric that measures how much subscriptions revenue the company generates on average Average Revenue Per Unit (ARPU) fr
Slide 30: Enabling Businesses to Dig Deeper and Make Better Decisions
Enabling Businesses to Dig Deeper and Make Better Decisions for a Brighter Future For personal use only UNITED KINGDOM SINGAPORE AUSTRALIA Aspermont Media Aspermont Global Aspermont Limited Moor Place, 182 Cecil Street, Level 33, 1 Fore Street #23-02, Frasers Tower, 152-158 St Georges Terrace, Londo