Cluey Ltd · ASX:CLU
Cluey — FY2025 Earnings Presentation
15 slides from Cluey's earnings presentation, Aug 29, 2025
Slide 1: Cluey Ltd (CLU) - FY25 Financial Performance & Business Outlook
Cluey Ltd (CLU) - FY25 Financial Performance & Business Outlook 29 August 2025
Slide 2: Highlights
Highlights “FY25 represents a significant milestone in Cluey’s journey.” FY25 Highlights vs FY24 (‘PCP’) “Over the past year, we delivered a significant EBITDA 1 UNDERLYING EBITDA 2 $4.4 million improvement in EBITDA, achieved Improved $4.4 million (50%) Improved $2.2 million (35%) our first quarter
Slide 3: Financial Performance Update
Financial Performance Update
Slide 4: FY25 EBITDA Performance
FY25 EBITDA Performance Cluey achieves 50% improvement in EBITDA o EBITDA improved by $4.4 million (50%) to a $4.5 million loss. o Underlying EBITDA, which excludes capital raise costs, restructuring costs, impairment charges and non-cash share- based payments expense, improved by $2.2 million (35%)
Slide 5: Cash Flow Performance
Cash Flow Performance Cluey achieves first quarter of positive cash flow in Q4 FY25 Net Cash Flow Performance - Quarterly o In FY25, cash flow performance improved by $6.1 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 million (60%) compared to FY24, reducing the net FY23 FY23 FY23 FY23 FY24 FY24 FY24 FY24 FY2
Slide 6: Student Acquisition
Student Acquisition New Student growth continues at a sustainable CAC In FY25: o 34,737 New Students commenced, up 11% on PCP. o Year-on-Year revenue growth continues to gain momentum, supported by increased investment in marketing and product development in H2 FY25. o Variable CAC per New Student i
Slide 7: Business Outlook
Business Outlook
Slide 8: Our Vision For The Future
Our Vision For The Future Cluey is evolving into a broader learning services company. Cluey is positioned to capture a larger share of the diverse and growing learning support market through an integrated portfolio of products and services spanning the entire student journey. These products and serv
Slide 9: Product Expansion To Deliver More Value To Customers
Product Expansion To Deliver More Value To Customers CORE: An engaging self-study subscription service that VALUE ADDED SERVICES: Complementary combines multimedia lessons with practice exercises, portfolio of learning products and services, assessments, and project-based activities – helping creati
Slide 10: Cluey+ - Roadmap
Cluey+ - Roadmap The following initiatives represent the next stage of Cluey’s product delivery. ON-DEMAND VIDEO AI-SUPPORTED PRACTICE YEAR 12 AI EXAM COACH MOCK EXAMS HUB LESSONS Short, modular video Guided practice An AI-powered exam A comprehensive library of lessons aligned to the environment in
Slide 11: Short curriculum-aligned videos: designed for independent learning
Short curriculum-aligned videos: designed for independent learning ON-DEMAND VIDEO LESSONS Challenge Parents and students often face two key challenges in relation to efficient academic Cluey’s Solution support: • Independent learning: Targeted one- On-Demand Video Lessons: to-one tutoring can be op
Slide 12: Frictionless practice with AI, for always-on micro learning and support
Frictionless practice with AI, for always-on micro learning and support AI-SUPPORTED PRACTICE Challenge Students need consistent reinforcement of the concepts taught in their tutoring Cluey’s Solution sessions and at school. Independent practice without instant AI-Supported Practice: support often l
Slide 13: AI-powered Year 12 support – optimising exam performance
AI-powered Year 12 support – optimising exam performance YEAR 12 AI EXAM COACH Challenge Senior students preparing for their Year 11-12 exams are challenged by these Cluey’s Solution high-stakes tests. These students seek access to high- Year 12 AI Exam Coach delivers on- quality and reliable exam p
Slide 14: Mock Exams with exemplars, marking guides and tutor walkthroughs
Mock Exams with exemplars, marking guides and tutor walkthroughs MOCK EXAMS HUB Challenge Whilst limited Year 11-12 past exam papers are available, changes in Cluey’s Solution curriculum limit the usefulness of many of these. Mock Exams Hub is a single destination Solutions to past exam papers in th
Slide 15: Level 2, 117 Clarence Street, Sydney NSW 2000 | Phone: 1300 182 000 ABN:
Level 2, 117 Clarence Street, Sydney NSW 2000 | Phone: 1300 182 000 ABN: 33 620 549 019