Gumtree Australia Markets Limited · ASX:GUM
Gumtree Australia Markets — FY2026 Earnings Presentation
25 slides from Gumtree Australia Markets's earnings presentation, Aug 28, 2026
Slide 1: Gumtree Australia Markets Limited FY26 presentation
For personal use only Gumtree Australia Markets Limited FY26 presentation August 2026
Slide 2: Disclaimer
Disclaimer The material in this presentation has been prepared by Gumtree Australia Markets Limited (“Company”). This presentation may not be reproduced, redistributed or passed on, directly or indirectly, to any other person, or published, in whole or in part, for any purpose without prior written
Slide 3: Today's agenda
Today’s agenda FY26 Financial Highlights For personal use only 01. Growth in underlying profitability Overview of Company 02. A powerful motors & lifestyle network Transactional and User Experience initiatives 03. Laser-focus on user experience and roll-out of new Transactional features AI Transform
Slide 4: FY26 Highlights: reach, revenue and product progress
FY26 Highlights: reach, revenue and product progress • Gumtree, CarsGuide and Autotrader (the ‘Gumtree Group’) is For personal use only an integrated marketplace ecosystem with highly complementary brands. The Company has a key focus on selected verticals, being Cars, Pets, Jobs and Real Estate. • T
Slide 5: Key financial highlights FY26
01. Financial Highlights Key financial highlights FY26 For personal use only 1. Total Revenue at $69.6m (down 6.5% versus prior year) Group EBITDA of $7.8m (up 29% on $6.0m prior year) 2. Total overhead costs decreased materially after streamlining group and head office operations 3. Net pro
Slide 6: Double-digit EBITDA growth in FY26 up to $7.8m
01. Financial Highlights Whilst total revenue is behind, the Company reported double-digit EBITDA growth in FY26 up to $7.8m Total revenue ($ M) Group EBITDA ($ M) For personal use only +29% -7% 74.4 7.8 69.6 6.0 FY2025 FY2026 FY2025 FY2026 Total revenue Group EBITDA • Revenue decline driven mainly
Slide 7: Gumtree business segment EBITDA continued to grow
01. Financial Highlights Gumtree business segment (excluding HO costs) EBITDA continued to grow Segment EBITDA ($ M) For personal use only 9.3 9.6 7.0 0.3 -3.6 -4.8 FY2023 FY2024 FY2025 FY2026 Gumtree Segment Discontinued Operations Notes: Discontinued Operations: Capital Markets and Subscribacar EB
Slide 8: Profit before tax increased significantly in FY26
01. Financial Highlights Profit before tax increased significantly in FY26 after successfully streamlining and right-sizing operations Head office costs ($ M) Profit before Tax ($ M) For personal use only $3.6m $1.8m 3,141% Fees & Salaries Profit before Tax -0.7 Audit & Tax -1.5 Insurance -0.6 Legal
Slide 9: FY26 results – Operating Cashflow continued improvement
01. Financial Highlights FY26 results – Operating Cashflow continued improvement Group Operating Cashflow ($ M) For personal use only +27% +138% 7.3 5.7 2.4 FY2024 FY2025 FY2026 Operating Cash flow ($ M) 9
Slide 10: Successful deleveraging in last years
01. Financial Highlights Successful deleveraging in last 4 years Outstanding CBA debt facility ($ M) For personal use only 46.0 38.0 32.8 27.9 FY2023 FY2024 FY2025 FY2026 Outstanding debt ($ M) 10
Slide 11: Gumtree Group Motors: three Australian market leading brands
02. Overview Company Gumtree Group Motors: three Australian market leading brands We have a strong consumer reach… For personal use only C2C led motors marketplace Leaders in editorial engagement Scaled motors marketplace • Leveraging the reach of • Leading car review and • Dedicated dealer listing
Slide 12: CarsGuide's visitors view 4x the pages of peer group
02. Overview Company CarsGuide’s visitors are viewing 4x the number of pages compared to the selected peer group* For personal use only 50 CARSGUIDE Browser Page Views (MM) Limited Scale Scale & Connection 25 Limited Scale & Depth Limited Depth DRIVE CAREXPERT WHICHCAR 0 1.4m 2.8m Audience Source: I
Slide 13: People spend longer on average on CarsGuide than peers
02. Overview Company People spend nearly 3 minutes longer on average on CarsGuide than on the selected peer group* For personal use only 9 8.3 8 7.3 7.0 7.1 7 6.6 6.7 6 Avg. Mins PP CarsGuide 5 4.3 Drive 4 3.7 CarExpert 3 Whichcar 2 1.0 1 0 Jan-26 Feb-26 Mar-26 Apr-26 May-26 Jun-26 Source: Ipsos iri
Slide 14: Partnership with ACM – increasing total online audience to 6.2m
02. Overview Company Partnership with ACM – increasing total online audience to 6.2m • Gumtree Group & ACM reach a For personal use only combined online audience of 6.2 million Australians on average per month* • Each week CarsGuide reaches a combined audience of 523,582 Australians^ across ACM's ma
Slide 15: Our transformation to a transactional marketplace
03. Transactional & UX Our transformation to a transactional marketplace Q4 FY25 Q2 FY26 Q1 FY27 For personal use only • Gumtree is rebuilding its classifieds business, introducing multiple transactional features (e.g. payments, shipping, and buyer protection). • The Group is investing significantly
Slide 16: Gumtree Pay is adding more trust and convenience
03. Transactional & UX Gumtree Pay is adding more trust and convenience to our marketplace Transactional updates • In FY26 Gumtree Group rolled out For personal use only additional features for its Gumtree Pay solution with ‘make an offer’ as well as shipping functionalities added (supported by Adye
Slide 17: Gumtree Pay adoption is growing on a monthly basis
03. Transactional & UX Gumtree Pay adoption is growing on a monthly basis # of GT Pay transactions (monthly) Total $ value transacted per month (GMV) 443 $173,001 450 175,000 For personal use only 400 150,000 350 125,000 300 250 100,000 200 75,000 150 140 50,000 100 $31,088 25,000 50 0 0 May/25 Jul/
Slide 18: Gumtree Pay – Make an Offer user journey
03. Transactional & UX Gumtree Pay – Make an Offer user journey Screenshots of the Make and Offer user journey on Gumtree For personal use only Make an Offer Enter amount Offer sent Messaging centre (from the listing page) (powered by Gumtree Pay) (valid for 24 hours) (tap the ribbon to edit) 18
Slide 19: Strong reduction in fraud and scam on the platform
03. Transactional & UX Strong reduction in fraud and scam on the platform by successfully rolling out multiple security initiatives… Key safety improvements • Over the years Gumtree achieved a strong For personal use only reduction in overall fraud & scam driving a strong improvement in user experie
Slide 20: Higher user ratings in App stores and on Trustpilot
03. Transactional & UX …is resulting in higher user ratings in App stores as well as on Trustpilot Android App iOS App For personal use only Positive reviews (green bars) and overall rating (blue line) have shown an improvement 5.0 Trustpilot review 4.5 4.0 3.0 1.7 2.0 1.0 Trustpilot score 0.0 Nov/2
Slide 21: Trust & Safety – external user reviews
03. Transactional & UX Trust & Safety – external user reviews ` For personal use only `` 21
Slide 22: AI Transformation project - rightsizing our organisational structure
04. AI Transformation AI Transformation project - rightsizing our organisational structure whilst increasing output & productivity In April 2026, the Group launched an initiative to embed AI into For personal use only our Tech operations. The objective of this project is to drive greater productivit
Slide 23: Investment considerations
05. Investment considerations Investment considerations For personal use only Successful transformation to a pure play marketplace business following the divestment of its loss-making 1. Capital Market activities in FY25 Introduction of new revenue lines and transitioning to a transactional mark
Slide 24: Appendix
For personal use only APPENDIX 24
Slide 25: R&D Tax Incentives generated $3.1m in carried-forward Tax Offsets
R&D Tax Incentives from FY24 & FY25 generated $3.1m in carried-forward Tax Offsets Notes For personal use only • Gumtree Group successfully claimed R&D tax incentives in FY24 and FY25. • Total available carried forward tax offsets amount to $3.1m per June 2026 • Management expects similar levels for
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