Adneo Limited · ASX:AD1
Adneo — Investor Presentation (December 2025)
24 slides from Adneo's investor presentation, December 2025
Slide 1: December 2025 Investor Presentation
ASX: AdNeo December 2025 Investor Presentation December 2025
Slide 2: Notice and Disclaimer
Notice and Disclaimer The information in this presentation does not constitute personal investment looking statements) or opinions contained in this presentation. No responsibility or advice. The presentation is not intended to be comprehensive or provide all liability is accepted by any of them for
Slide 3: Identify potential / Maximise value
Ad N | Identify potential CO Maximise value
Slide 4: FY25: Strategic and Operational Reset
FY25: Strategic and Operational Reset Strategic Reset and M&A Execution AdNeo has undertaken a strategic re-set and re-launch, which was presented at the AGM in Nov'24. New Board, CEO (Nov'24) and Executive team with SaaS and M&A expertise have been appointed. Unprofitable investments were divested,
Slide 5: FY25 Results Highlights
FY25 Results Highlights Positive step change from the Strategic Reset (H2 v H1): ➢ H2 Operating Revenue grew +32% (FY25 Total: $4.9m) o Improved renewal activity o Higher % of SaaS recurring revenues o Strong growth from US customers ➢ H2 cost based reduced by $3.5m annually o Strict cost discipline
Slide 6: Learnt Global Acquisition and Equity Raise
In Aug'25 AdNeo completed the Learnt Global acquisition, equity raise and Pure debt conversion, which step changed the investor metrics Metrics* AdNeo AdNeo + Learnt % Change Impact (FY25) (FY25 Est Combined) Revenue $4.9 $11m+ +120% Enterprise Value $13.2m $18.0m +36% EV/Revenue 2.7x 1.6x -1.1x Deb
Slide 7: Discount to Market Multiples
AdNeo trading at significant discount compared to market multiples, offering a unique opportunity and exposure to strategic industries Private Market: Revenue Multiples: 5.6x to 5.8x Public Market Multiples: 4.2x to 6.0x Source: "Future of Work M&A and Investment Activity Q3 2025" – Venero Capital A
Slide 8: FY26 Strategy and Business Overview
AdNeo: FY26 Strategy and Business Overview 8
Slide 9: AdNeo at a Glance
AdNeo at a Glance Australia’s only dedicated The tangible impact of our solutions. SaaS platform driving $11m+ FY26 1.4 million workforce transformation, Indicative Revenue across our business units Students using our Educational content digital education, with AI- enabled service delivery. 80%+ Rec
Slide 10: Market Validation
Market Validation Our customers represent many of the largest employers in AUS and US Government & Defence Corporates & Associations TAFE, RTOs & Education Providers Identify potential, maximise value.
Slide 11: Our Board Members
Our Board Members Non-Executive Chairman CEO + Managing Director ⚬ 10+ years of experience in investment banking ⚬ Shapes & executes group-wide strategy and M&A with UBS and KPMG ⚬ Leadership for the executive team and wider ⚬ Led a A$9bn defense of WMC Resources and a organisation $65m investment i
Slide 12: Our Team To Lead
Our Team To Lead Chief Executive Officer Chief Operating Officer Chief Marketing Officer + Managing Director ⚬ Oversees global marketing ⚬ Translates group strategy into executable plans strategy and brand vision. ⚬ Shapes & executes group- ⚬ Supports technology strategy ⚬ Defines core brand narrati
Slide 13: Market Opportunity
Market Opportunity Digital Transformation Total Available Market (TAM): We provide the essential tech-enabled training and strategic onboarding necessary to rapidly upskill your workforce and drive enterprise-wide adoption of new digital Enterprise education, platforms. $16.9B mentoring, VET, workfo
Slide 14: A Credible Path to 10x AdNeo's Revenues
A Credible Path to 10x AdNeo's Revenues Scaling Through Organic Growth & Strategic M&A Milestones & Initiatives Growth Levers Organic Growth • Expand SaaS penetration in VET, enterprise, and government • Cross-sell across unified platform to increase ARPU • Launch new AI-enabled modules for higher c
Slide 15: Brand Architecture
Brand Architecture AdNeo.com.au Group Entity ASX: Australia’s only dedicated SaaS platform driving workforce transformation, AdNeo digital education, and AI-enabled service delivery. Target Markets Education Enterprise Learning & Mentoring Services Education Individual Catapult Education Learnt Art
Slide 16: Customer & Sector Diversification
Customer & Sector Vocational Education & Training (VET) $5M Rev / 450 + clients Diversification Enterprise $3.0M ARR / 40+ clients Government $1M ARR / 20+ agencies Innovative Services/Creative $1.5M ARR / 60+ brands Case Study TAFE Queensland Delivered scalable LMS and mentoring solutions 1.4 Milli
Slide 17: Corporate Solutions
Corporate Solutions ENTERPRISE & CORPORATES (B2B) Mentoring Platform | Learning Management System | Training & Onboarding Learning Content Creation We convert existing materials into engaging online programs or provide access to a ready-made library of learning modules. Consulting Services Strategic
Slide 18: Education Solutions
Education Solutions PRIVATE & PUBLIC EDUCATION PROVIDERS Accredited Courses (VET) | Non-Accredited Courses | Student Management System Edify & MyCatapult Contextualisation Tools Online tools for trainers to contextualise resources, host content, and deliver cost-effective, high-quality training. Edu
Slide 19: Innovative Services
Innovative Services CREATIVE Brand Strategy | Experience Design | Content Creation Market Definition & Identity Defining brand narrative, architecture, and identity (naming, positioning, visual/verbal ID) for clear market differentiation. Digital Product Performance & Conversion Designing high-perfo
Slide 20: Product & Platform Ecosystem
Product & Platform Ecosystem AI-Driven Innovation Embedded AI for compliance, skills Unified platform enables cross-selling matching, and support and higher ARPU Integrated Suite Comprehensive Product Suite Compliance Automation Student Management System AdNeo includes SMS, LMS, mentoring, content t
Slide 21: Company Highlights
Company Highlights Undervalued compared to peers and working towards a rapid growth strategy Mission-Critical SaaS Rule of 40 Focus Sticky, high-retention platforms for education, Targeting combined growth + EBITDA margin >40% workforce, and government. Recurring Revenue Proven M&A Playbook 80%+ of
Slide 22: M&A Track Record & Pipeline
M&A Track Record & Pipeline 2022 2024 2025 2025 2025 Valuation Discipline Pipeline Acquisitions at 1-1.5x revenue Targeting WorkTech, AI Agents, (vs. ASX peer multiples of 2–3x) EdTech and workforce SaaS
Slide 23: Award-Winning Learning & Mentoring
ART OF MENTORING BEST EDTECH MENTORING ONLINE 2025 Award-Winning Celebrating a successful partnership with Beaumont People, this award highlights our commitment to delivering talent guidance and performance support through innovative online mentoring programs. Learning & Mentoring LEARNT BEST LEARNI
Slide 24: adneo.com.au investors@adneo.com.au
adneo.com.au investors@adneo.com.au