Slide 1: Ebiquity H1 2026 Results: Plan execution on track
Plan execution on track Ebiquity H1 2026 Results September 29, 2026
Slide 2: With you here today
With you Ruben Schreurs - Group Chief Executive Officer • here today Appointed as a director and the Group’s CEO in November 2024 • Joined Ebiquity in 2020 following the acquisition of Digital Decisions where he was founder • Previous roles at Ebiquity were as Chief Strategy Officer and Chief Produc
Slide 3: H1 performance supports confidence in delivery of 2026 profit expectations
H1 performance supports confidence in delivery of 2026 profit expectations REVENUE OPERATING PROFIT EXECUTION AMERICAS WinRate % £36.1m £2.3m +72 NPS +21.0 YoY pts In line with plan Ahead of plan Greater engagement Momentum building Following significant restructuring in 2025, H1 performance was con
Slide 4: The shape of 2026 reflects the actions taken in 2025
The shape of 2026 reflects the actions taken in 2025 2025 H1 2026 H2 2026 New Go -To - Market model Commercial momentum Convert pipeline into revenue launched building; not yet sufficient to Build on Americas trajectory Organisation and cost base offset prior -year client changes reset Scale the nex
Slide 5: Financial Highlights
Financial Highlights Kayte Herrity Chief Financial Officer
Slide 6: Cost discipline combats lower revenue
Cost discipline combats lower revenue H1 2026 H1 2025 Change b/(w) Income statement £m £m £m % • Lower revenue from 2025 UK/Americas client losses, with cost management supporting Revenue 36.1 37.9 (1.8) (5%) profit and margin. Project - related costs (3.2) (3.3) 0.1 2% Staff costs (24.3) (25.0) 0.7
Slide 7: Breadth and balance across services and geographies
Breadth and balance across services and geographies Govern Compliance Deep expertise across 4 regions Cont. Europe 11% worldwide 29% Govern Grow Performance 12% UK & Ireland 67% Market - leading solution H1’26 Group Revenue 43% H1’26 Group Revenue portfolio for modern marketing by Service Line by Ge
Slide 8: Legacy losses impact UK&I and the Americas
Legacy losses impact UK&I and the Americas Revenue by H1 2026 H1 2025 Change region • UK & Ireland: legacy 2025 losses impact Govern; £m £m £m % new logos and 21% Digital growth support recovery. UK & Ireland 15.6 16.6 (1.0) (6%) • Continental Europe: Italy (+23%) and Spain (+7%) offset softness in
Slide 9: Legacy losses mainly impact Govern, with signs of growth emerging
Legacy losses mainly impact Govern, with signs of growth emerging Revenue by H1 2026 H1 2025 Change • Transform: new logo wins in Americas and APAC service line offset by significant one - off client project work in £m £m £m % Continental Europe in 2025. Transform 3.7 3.9 (0.2) (4%) • Govern : o Med
Slide 10: Net Assets have remained stable
Net Assets have remained stable As at As at Balance Sheet Summary 30 June 2026 31 December 2025 £m £m Goodwill and intangibles assets 29.9 30.0 • Net working capital up £1.7m to £7.8m reflects a Right - of - use assets 2.1 2.1 seasonal customer cycle increase and lower trade Other non - current asse
Slide 11: Restructuring, refinancing and working capital impact FCF
Restructuring, refinancing and working capital impact FCF H1 2026 H1 2025 Cash flow statement £m £m Adjusted operating profit 2.3 2.6 Depreciation & Amortisation 1.6 1.7 • FCF impacted by working capital outlfow reflecting Adjusted EBITDA 3.9 4.3 the seasonal customer working capital cycle and lower
Slide 12: Continued focus on cash management and reducing debt
Continued focus on cash management and reducing debt As at As at As at Net Debt 30 June 2026 30 June 2025 31 December 2025 • Slightly lower net debt than June 2025 reflects £m £m £m cash tax inflow offsetting higher highlighted Loans and borrowings (2 2.7) (24.0) (22.7) items and higher accrued inco
Slide 13: Roadmap to growth
Roadmap to growth Ruben Schreurs Chief Executive Officer
Slide 14: Commercial momentum is building
Commercial momentum is building £10m+ Total contracted value secured in December 2025 across three , 3-year deals with Marketing Effectiveness clients
Slide 15: Americas win rate recovery
Americas YoY Total Win Rate % Stronger . +21.0 pts Focused . YoY New Business Conversion % Recovery in progress . +23.0 pts
Slide 16: Competitive advantages that are difficult to replicate
4 competitive advantages that are difficult to replicate 01 02 03 04 Independence Proprietary Integrated Service Client Trust Benchmark Data Offering Independent from Long - standing client Decades of proprietary One integrated media owners, relationships reflected benchmark intelligence proposition
Slide 17: Independence is the foundation of our advantage
01 Independence Proprietary Benchmark Data Integrated Service Offering Client Trust Independence is the foundation of our advantage NO MEDIA OWNER. Our independence enables NO AGENCY. objective advice and underpins a NO PLATFORM. benchmark asset exceptionally difficult to replicate. NO CONFLICT.
Slide 18: Decades of proprietary benchmark data
02 Independence Proprietary Benchmark Data Integrated Service Offering Client Trust Decades of proprietary benchmark data . Built across 500+ global clients . An asset that is effectively impossible to replicate from scratch . Agency fees, production costs, marketing organisation $100bn+ in media sp
Slide 19: One Ebiquity: one integrated proposition
03 Independence Proprietary Benchmark Data Integrated Service Offering Client Trust One Ebiquity : one integrated proposition Transform Govern Grow Design the right Control every pound of Prove and improve what marketing system. investment. works. The same client . More services . Deeper relationshi
Slide 20: Trust gives us permission to do more for our clients
04 Independence Proprietary Benchmark Data Integrated Service Offering Client Trust Trust gives us permission to do more for our clients NPS: +72 Stronger client satisfaction Category average +55 supports retention, deeper +48 +41 relationships, cross - sell and +32 advocacy. Ebiquity NPS rating 202
Slide 21: Technology & AI amplifies those advantages
Technology & AI amplifies those advantages
Slide 22: Proprietary technology built on proprietary data
Proprietary technology built on proprietary data. A compound advantage. The data: A differentiated The technology: Decades of independent capability that Built to process, enrich, benchmark intelligence, cannot be acquired and deliver that data at exclusive to Ebiquity . off the shelf. institutional
Slide 23: ERAbot adoption is scaling rapidly
Proprietary LLM: ERAbot adoption is scaling rapidly, shifting time from routine tasks to higher -value work ERABot Quarterly User Messages 80K Rapid release. 64k 50k Focused CAPEX. 37k AI at the core. Q3 2025 Q4 2025 Q1 2026 Q2 2026
Slide 24: Turning those advantages into sustainable profit growth
Turning those advantages into sustainable profit growth
Slide 25: Commercialising an asset we already own
Independence Proprietary Benchmark Data Integrated Service Offering Client Trust Commercialising an PROPRIETARY ASSET Decades of benchmark intelligence asset we already own. already built. NEW REVENUE STREAM Our proprietary Standalone access creates an additional benchmark data is route to monetisat
Slide 26: Our integrated proposition creates a reinforcing growth loop
Independence Proprietary Benchmark Data Integrated Service Offering Client Trust Our integrated proposition creates a reinforcing growth loop TR Transform: A we design systems we can prove deliver results. NS OW FO The GR relationship RM Govern: never ends we protect investment we can prove works. G
Slide 27: The growth opportunity is already inside Ebiquity
Independence Proprietary Benchmark Data Integrated Service Offering Client Trust The growth opportunity is already inside Ebiquity 75+ of the world's top 100 advertisers already work with Ebiquity 15% Only 15% of advertisers currently base budget decisions primarily on effectiveness data (Source: Eb
Slide 28: Our operating model creates a clear path to higher margins
Our operating model creates a clear path to higher margins Operating Leverage Rigorous cost control Americas Staff Cost Recovery Efficiency HIGHER MARGINS Technology & AI Higher Margin Scaling delivery Revenue Mix capabilities
Slide 29: A disciplined execution plan to deliver sustainable profit growth
A disciplined execution plan to deliver sustainable profit growth Direction changed Keep executing Sustainable profit growth H1 provides further evidence Disciplined delivery The destination Continuous improvement Organic . Deliberate . Funded from within .
Slide 30: Growth without the guesswork
Growth without the guesswork