Felix Group Holdings Ltd. · ASX:FLX
Felix — Non-Deal Roadshow (June 2026)
18 slides from Felix's roadshow presentation, Jun 15, 2026
Slide 1: Investor Roadshow Presentation
www.felix.net Level 13, 239 George St, Brisbane QLD 4005 Felix Group Holdings Ltd (ACN: 159 858 509) ASX Announcement 15 June 2026 Investor Roadshow Presentation BRISBANE Australia, 15 June 2026: Felix Group Holdings Ltd (ASX:FLX) (“Felix” or the “Company”) advises that Non-Executive Chairman Domini
Slide 2: AI-driven network activation
FELIX GROUP · INVESTOR BRIEFING · JUNE 2026 AI-driven For personal use only network activation On the intelligent, trusted Felix procurement platform Massive opportunity. Fulfilled.
Slide 3: Introduction
Introduction For personal use only Chris Atkin Dominic O'Hanlon Chief Executive Officer Chairman Joined April ‘26 Joined February ‘26
Slide 4: Software's next chapter - winners will combine context, trust & scale
INTRODUCTION “Software’s next chapter - winners will combine context, trust & scale” - Vista Equity Partners We agree with the view of the leading enterprise software investors (over US$100b under management) For personal use only Context Trust Scale Felix has deep operational It’s already the trust
Slide 5: Operational understanding - across the ecosystem
INTRODUCTION Operational understanding - across the ecosystem Vendor Marketplace Enabling searchers to find suppliers For personal use only for services & equipment Felix Enterprise 4 modules covering all manual procurement processes Nexvia End-to-end operations for fit-out & project-based construct
Slide 6: Trusted by many leading organisations
INTRODUCTION Trusted by many leading organisations For personal use only
Slide 7: Our plan, in three parts
OUR PLAN, IN THREE PARTS Creating the Intelligent Procurement Platform For personal use only Felix - Best-Placed to Win Activate, Expand then Accelerate
Slide 8: The thesis
THE THESIS “ AI enables Felix to become an intelligent, trusted procurement platform — maximising value for those involved in owning, building, For personal use only managing or maintaining assets ” Our existing network is the core foundation — connecting enterprises, vendors, contractors & subcontr
Slide 9: The Felix Platform — Future State
INTELLIGENT PROCUREMENT PLATFORM The Felix Platform — Future State A single governed platform sitting between both sides of the network — every layer connecting & supporting enterprises & vendors, on a foundation of network intelligence For personal use only Marketplace Discovery, matching & seamles
Slide 10: A compelling offering — for the full network
INTELLIGENT PROCUREMENT PLATFORM A compelling offering — for the full network FOR ENTERPRISES FOR VENDORS Single governance portal into vendor network Universal vendor identity across the network For personal use only addressing fragmented supplier ecosystem removes repeated actions & lost informati
Slide 11: The platform cornerstones
INTELLIGENT PROCUREMENT PLATFORM The platform cornerstones Enterprise Governance Vendor Identity Marketplace Network Intelligence PURPOSE PURPOSE PURPOSE PURPOSE For personal use only Governs an enterprise’s Giving each vendor a consistent Delivers smart, reduced-friction Provides insights that rais
Slide 12: Significant ARR TAM for ANZ
INTELLIGENT PROCUREMENT PLATFORM Significant ARR TAM for ANZ - which we’ve barely begun to exploit For personal use only $375m Enterprise TAM - $192m 3.5% share · $7.1m ARR Split evenly across both sides of the network Vendor TAM - $185m 1% share · $1.8m ARR Achieving 13% market share delivers $50m
Slide 13: The plan, in three parts
THE PLAN, IN THREE PARTS Creating the Intelligent Procurement Platform For personal use only Felix - Best-Placed to Win Activate, Expand then Accelerate
Slide 14: An existing credible network - ready to be activated
FELIX — BEST-PLACED TO WIN An existing credible network - ready to be activated What a competitor would have to build, Felix already has many strong pieces For personal use only ENTERPRISE SCALE VENDOR SCALE EMBEDDED WORKFLOWS Estimated >$50b of contracts under >87k live & unique vendors within the
Slide 15: AI - strategically more impactful for Felix
FELIX — BEST-PLACED TO WIN AI - strategically more impactful for Felix Felix can leverage a trusted position, many years of experience & data from > $100b of contract activity For personal use only COMPLIANCE & VERIFICATION MATCHING & RECOMMENDATIONS RISK ASSESSMENT & BENCHMARKING Auto-verify creden
Slide 16: The plan, in three parts
THE PLAN, IN THREE PARTS Creating the Intelligent Procurement Platform For personal use only Felix - Best-Placed to Win Activate, Expand then Accelerate
Slide 17: The network expands organically
ACTIVATE : EXPAND : ACCELERATE The network expands organically Each activated phase pulls more participation onto the network — which deepens the data, trust & liquidity that enables success in the next For personal use only TODAY A network of scale — 76 enterprises, >82k vendors. Needing to unlock
Slide 18: Four strategic pillars
ACTIVATE : EXPAND : ACCELERATE Four strategic pillars 1 2 3 4 For personal use only Evolve the existing Enhance marketplace Build the network Unlock the customer products infrastructure intelligence tiers Enterprise products remain A self-serve, governed AI leveraging network-wide GTM shifts from se