Aspermont Limited · ASX:ASP
Aspermont — Shareholder Meeting (February 2026)
20 slides from Aspermont's shareholder meeting presentation, Feb 23, 2026
Slide 1: AGM Investor Presentation (Feb'26)
For personal use only AGM Investor Presentation (Feb’26) – ASX:ASP | FRA:00W “Transforming 190 years of media heritage into a subscription-first data & intelligence platform” 1
Slide 2: 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% $66M
Slide 3: More than 25% of the Global Fortune 100 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 3
Slide 4: Years of ARR Growth with 100% NRR
9 Years of ARR 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 18 19 20 21 2
Slide 5: 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 6: 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 7: Q1-26 Highlights
Q1-26 Highlights For personal use only • Total revenue, from continuous operations, at $3.5m representing 3% growth year on year • Subscriptions revenue $2.5m now representing 71% of total revenue composition • Normalised EBITDA at ($0.8m) • Net cash $1.5m • Latest Nexus Government partnership secur
Slide 8: Q1 Financial Highlights
Q1 Financial Highlights Q4 25 Q1 26 Change For personal use only Total Revenue from continuing operations $3.5m(1) $3.5m 0% Subscriptions Revenue $2.5m $2.5m 0% Revenue Composition Subscriptions 54% 71% Normalised EBITDA $0.4m ($0.8m) Cash & Cash Equivalents $2.9m $1.5m Q1 25 Q1 26 Change Total Reve
Slide 9: 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 9 years of growth in subscription
Slide 10: 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 11: 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 12: 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 13: 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 14: 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 15: 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 16: Appendix
For personal use only Appendix 16
Slide 17: 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
Slide 18: Proven, Aligned Leadership Team with Deep Sector Expertise
Proven, Aligned Leadership Team with Deep Sector Expertise For personal use only Michael Brown Alex Kent Graeme McCracken Ajit Patel Nishil Khimasia Josh Robertson Roger Cooke Non-Executive Chair Managing Director Non-Executive Director Chief Operating Officer Chief Financial Officer Chief Marketing
Slide 19: House of Brands
For personal use only House of Brands 19
Slide 20: 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