Articore Group Limited · ASX:ATG
Articore — Shareholder Meeting (October 2026)
32 slides from Articore's shareholder meeting presentation, Oct 29, 2026
Slide 1: 2026 AGM Chair and Group CEO addresses and presentation
For personal use only 29 October 2026 2026 AGM Chair and Group CEO addresses and presentation Please find attached a copy of the Chair and Group CEO addresses and presentation to be delivered at the 2026 Annual General Meeting to be held at 10:00am (AEDT) today, 29 October 2026. The presentation inc
Slide 2: Forward-looking statements
Forward-looking statements This announcement contains forward-looking statements in relation to the Articore Group, including statements regarding the Group’s intent, belief, goals, objectives, initiatives, commitments or current expectations with respect to the Group’s business and operations, mark
Slide 3: Chair address
Chair address Good morning everyone and welcome to the 2026 Annual General Meeting of Articore Group Limited. My name is Robin Mendelson and I have the privilege of serving as your Chair. The Company Secretary has confirmed that we have a quorum. And I now declare the meeting open. For personal use
Slide 4: Chair address (continued)
Our Directors and senior executives also have a growing personal stake in the company's success. Every Director and each member of our key management personnel increased their shareholdings during the year. Our final priority was to strengthen transparency and accountability. We kept you informed th
Slide 5: Group CEO and Managing Director address
Group CEO and Managing Director address Thank you, Robin. Hello everyone, and thank you for joining us. FY26 is the first year Articore has delivered a positive EBIT since listing in 2016, excluding the pandemic-driven spike in For personal use only FY21. EBIT was $10.3 million, a $20.1 million impr
Slide 6: Group CEO address: FY27 guidance
Underpinning all three is a unified technology platform. We are reaffirming our FY27 guidance today. The first quarter has performed in line with our expectations. We expect to hold the margin gains delivered in FY26, and we are guiding to a gross profit after paid acquisition margin of 27% to 30%,
Slide 7: 2026 AGM October 2026
al use only 2026 AGM 29 October 2026
Slide 8: Articore Group Limited Board of Directors
Articore Group Limited Board of Directors Chair Director Director Director Director Group CEO and MD al use only Robin Mendelson Robin Low Bob Sherwin John Lewis Naseema Sparks AM Vivek Kumar Appointed Appointed Appointed Appointed Appointed Appointed July 20241 March 2024 November 2022 October 2024
Slide 9: Agenda
Agenda al use only 01 Chair’s Address Group CEO and 02 Managing Director’s Address 03 Formal Business 04 Other business 3
Slide 10: Chair's Address
Chair’s al use only Address Robin Mendelson 4
Slide 11: Delivering on our commitment to shareholders
Delivering on our commitment to shareholders FY26 PRIORITIES FY26 ACHIEVEMENTS Delivering a clear strategy focused $20.1 million EBIT turnaround; first profitable year since listing, Shareholder on value creation and strong cash outside FY21 al use only value flow generation Strategic Assessing capital
Slide 12: Three high-margin, capital-light digital marketplaces and an emerging storefront platform
Articore owns and operates three high-margin, capital-light digital marketplaces and an emerging storefront platform ESTABLISHED Listed 2016 | ASX: ATG HIGH-GROWTH al use only MARKETPLACES BUSINESSES Founded 2006 Acquired 2018 Launched 2025 Acquired 2026 Creators Customers Fulfillers Marketplace BUY
Slide 13: Four structural advantages in a growing market
Four structural advantages in a growing market Distinctive competitive advantages Global POD Market (USD billions)1 al use only Unique asset Scale economies >75 million designs 44 third-party fulfiller sites >10,000 21 million units shipped +23.6% average daily uploads in FY26 CAGR Network effects Pr
Slide 14: Group CEO and Managing Director's Address
Group CEO and al use only Managing Director’s Address Vivek Kumar 8
Slide 15: First profitable year since listing, outside the pandemic-driven spike in FY21
First profitable year since listing, outside the pandemic-driven spike in FY21 $40 Pandemic spike Mask sales represented al use only $57 million, or 10.2% of MPR, in $20 FY21 EBIT ($AUD millions) $0 $20.1 million increase -$20 FY25 to FY26 -$40 -$60 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26 9
Slide 16: Business transformation drives EBIT improvement
Business transformation drives EBIT improvement Marketplace revenue and YoY change Gross profit and margin Gross profit after paid acquisition and margin ($AUD millions) ($AUD millions) ($AUD millions) al use only FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 Operating exp
Slide 17: Cash position and balance sheet improved significantly
Cash position and balance sheet improved significantly providing financial flexibility Underlying cash flow June closing cash balance Return on equity al use only (millions, FY25 - FY26) (millions, FY25 - FY26) (FY25 - FY26) $40.5 42% increase +21.8% $10.1 $28.4 $28.4 $0.6 -22.8% FY25 FY26 FY25 FY26 FY2
Slide 18: Acquisition to accelerate tech roadmap, drive operating efficiencies and support growth
Acquisition to accelerate tech roadmap, drive operating efficiencies and support growth India-based, print-on-demand marketplace ACQUIRED MAY 2026 al use only Strategic rationale High-growth potential Integration progressing well 1. Advances technology platform ● Opens access to the US$1B+ ● India-ba
Slide 19: Early signs that Dashery has a strong product-market fit
Early signs that Dashery has a strong product-market fit in a significant market Who Dashery is built for today Top creators al use only ● Creators with 100k to 1 million 4 million followers on Instagram, YouTube or creators fit our TikTok ideal customer profile ● Generates "fandom" demand when they pro
Slide 20: Positioning Articore for its next phase of profitable MPR growth
Positioning Articore for its next phase of profitable MPR growth Vision: To be the leading destination for customers to discover and buy unique design-first products driven by a global creator ecosystem built to turn passion into profits. Key growth drivers al use only Customers Creators High–growth bu
Slide 21: Q1 in line with expectations, FY27 guidance reaffirmed
Q1 in line with expectations, FY27 guidance reaffirmed FY27 guidance ($AUD)1 GPAPA margin: al use only 27% - 30% FY26: 28.6% Operating expenses: $79 million - $85 million FY26: $85.0 million Operating EBITDA: $17 million - $23 million FY26: $16.4 million 15 1. Figures in AUD. Our ability to achieve t
Slide 22: Formal Business
Formal al use only Business 16
Slide 23: Receive and consider Financial Statements and Reports
Item of Business al use only Receive and consider Financial Statements and Reports 17
Slide 24: Adoption of the Remuneration Report
Resolution 1 al use only Adoption of the Remuneration Report For Open Against 99.71% 0.06% 0.23% 93,658,014 59,823 212,329 18
Slide 25: Election of Director Naseema Sparks AM
Resolution 2 al use only Election of Director Naseema Sparks AM For Open Against 99.45% 0.51% 0.04% 118,119,914 608,727 50,429 19
Slide 26: Ratification of prior issues of shares
Resolution 3 al use only Ratification of prior issues of shares pursuant to ASX listing rule 7.4 For Open Against 99.11% 0.51% 0.38% 117,729,751 608,727 446,924 20
Slide 27: Approval to issue employee incentive securities
Resolution 4 al use only Approval to issue employee incentive securities pursuant to ASX listing rule 7.1 For Open Against 72.45% 0.51% 27.04% 86,063,059 608,727 32,116,684 21
Slide 28: Other business
Other business @Qarticore|O @D
Slide 29: Voting on the Resolutions
Voting on the al use only Resolutions 23
Slide 30: Close of meeting
al use only Close of meeting Thank you for joining us 24
Slide 31: Important notice and disclaimer
IMPORTANT NOTICE AND DISCLAIMER This presentation contains summary information about Articore Group Limited (ACN 119 200 592) and its related bodies corporate (together, the Articore Group or the Group) and the Group’s activities as at the date of this presentation. It is information given in summar
Slide 32: Contact us
al use only Contact us: Virginia Spring VP, Investor Relations investor.relations@articore.com 26