Motio Limited · ASX:MXO
Motio — FY2026 Earnings Presentation
29 slides from Motio's earnings presentation, Aug 20, 2026
Slide 1: FY26 Results Presentation
FY26 RESULTS. PRESENTATION motio
Slide 2: Disclaimer
DISCLAIMER. The material in this presentation has been prepared by Motio Ltd (“Motio”) This presentation may contain forward looking statements including and is general background information about Motio’s activities current as at statements regarding our intent, belief or current expectations with
Slide 3: A Different Presentation
A DIFFERENT PRESENTATION. motio
Slide 4: Agenda
AGENDA. 01 The story so far Motio’s origins and growth 02 FY26 Results A deeper look at the year 03 Trading Update How are we tracking into FY27 04 Summary and Questions What’s important now Investor Presentation – AUGUST 20 2026
Slide 5: The Story So Far
THE STORY SO FAR. Motio’s origins and growth Investor Presentation – AUGUST 20 2026
Slide 6: Board & Management
BOARD & MANAGEMENT. JASON BYRNE HARLEY GROSSER ADAM CADWALLLADER JUSTIN KINGSTON JACQUI SMITH GORDON D’MELLO CHRISTIAN TYSON NON-EXECUTIVE DIRECTOR & NON-EXECUTIVE DIRECTOR CHIEF EXECUTIVE OFFICER & CHIEF OPERATING OFFICER FINANCIAL CONTROLLER PRODUCT & NATIONAL SALES DIRECTOR CHAIR MANAGING DIRECTO
Slide 7: Board & Management
BOARD & MANAGEMENT. JASON BYRNE HARLEY GROSSER ADAM CADWALLLADER JUSTIN KINGSTON JACQUI SMITH GORDON D’MELLO CHRISTIAN TYSON NON-EXECUTIVE DIRECTOR & NON-EXECUTIVE DIRECTOR CHIEF EXECUTIVE OFFICER & CHIEF OPERATING OFFICER FINANCIAL CONTROLLER PRODUCT & NATIONAL SALES DIRECTOR CHAIR MANAGING DIRECTO
Slide 8: From Scratch
FROM SCRATCH • 4 Key channels • Integrated and commercialised by our exiting team • Has been built on underutilised and sometimes overlook assets • Motio has turned them into commercially productive networks
Slide 9: From Scratch
FROM SCRATCH We wanted to build an audience-first media business focused on environments where people are actively engaged
Slide 10: From Scratch
FROM SCRATCH We wanted to build an audience-first media business focused on environments where people are actively engaged
Slide 11: Differently to Everyday Outdoor Advertising
DIFFERENTLY TO EVERYDAY OUTDOOR ADVERTISING • Digital Place-Based is non-traditional out-of-home • Creating real communication platforms • Improve the customer experience • Key to how we have transformed the business
Slide 12: Diversified Sales & Marketing Engine
DIVERSIFIED SALES & MARKETING ENGINE • Zero shortcuts • Transformed networks • Built with modest capital with strong instincts • Assembling a genuinely scaled media business • Strong foundations and significant runway ahead
Slide 13: The Growth
THE GROWTH. Stepping up Investor Presentation – AUGUST 20 2026
Slide 14: Motio's Step-by-Step Growth
MOTIO’S STEP-BY-STEP GROWTH. • We started Motio in the middle of a global pandemic • Designed this business to scale on quality technology and systems • Great foundational team members • Identifying opportunities that were overlooked • Scaled into a quality media company
Slide 15: Non-Linear Pathway
NON-LINEAR PATHWAY. • Periods of integration & expansion • Constant goal to strengthen the underlying quality of Motio • A shift in FY25 from growth profile to profit Growth remains central to our strategy both organically, through strategic investment and accretive acquisition.
Slide 16: Beneath the Surface
BENEATH THE SURFACE. • Invested in quality systems beneath the surface • Systems, Infrastructure & people capability • Structurally strong • Materially greater revenue and profitable Opportunity to continue growing without a proportional increase in the underlying cost base.
Slide 17: FY26 Results
FY26 RESULTS. Investor Presentation – AUGUST 20 2026
Slide 18: Highlights
HIGHLIGHTS. $9.2M $2.5M $1.6M +8%* +31% +$1.7m REVENUE. CASH EBITDA. NPBT. * PCP representation excludes sales representation for the Petro Convenience network (formally Motio Go) at the end of FY25 (30 June 2025)
Slide 19: Revenue Mix
REVENUE MIX. FY26 FY25 OTHER - MEDIA OTHER - NON MEDIA OTHER - MEDIA OTHER - NON MEDIA 4% 1% 4% 1% LOCAL LOCAL 10% 11% PROGRAMMATIC 8% PROGRAMMATIC 14% NATIONAL NATIONAL 70% 77% Investor Presentation – AUGUST 20 2026
Slide 20: Cash & Debt
CASH & DEBT. 4.5 Millions 4.0 3.5 $3.94 +48% 3.0 2.5 $2.65 2.0 INCREASE IN CASH 1.5 1.0 $0.99 0.5 - FY24 FY25 FY26 3.0 Millions 2.5 2.0 100% 1.5 1.0 DEBT FREE 0.5 - Debt FY23 FY24 FY25 FY26 Investor Presentation – AUGUST 20 2026
Slide 21: Media Revenue per Location
MEDIA REVENUE PER LOCATION. $ 8,484 1,038 Media* Revenue per location. Locations. * Excludes production and other revenue Investor Presentation – AUGUST 20 2026
Slide 22: P&L Commentary
P&L COMMENTARY. YOY % FY26 FY25* • Gross Margin % improved in FY26 Revenue 8% 9,213,469 8,512,699 - Improved cost control of connectivity Cost of media sites & production (2%) (1,894,787) (1,850,828) • Finance Cost Savings Gross margin 1% 79.4% 78.3% - Full early repayment of oOh! debt Consulting &
Slide 23: Trading
TRADING. Investor Presentation – AUGUST 20 2026
Slide 24: The Last 10 Weeks Have Seen Strong, Short-Term Trading Conditions
• Quality in market presence by our national sales team THE LAST 10 WEEKS HAVE SEEN STRONG, • Changing our programmatic go-to-market SHORT-TERM TRADING CONDITIONS • Early revenue indications for the Motio Drive product; and • Close to our roll out target of 100
Slide 25: Quarter Comparisons
QUARTER COMPARISONS. $3,000,000 • Continual revenue increase on owned networks $2,500,000 • Strong Quarter 4 comparative result on PCP • Q4 FY26 saw another new quarterly record $2,000,000 • (FY25 Excludes Motio Go) $1,500,000 $1,000,000 $500,000 $- Q1 FY25* Q1 FY26 Q2 FY25* Q2 FY26 Q3 FY25* Q3 FY26
Slide 26: Forward Revenue
FORWARD REVENUE. Forward revenue • Revenue at week 7 is 28% ahead on p.c.p. for into FY26 Q1 Q2 the first half of the year • Momentum continuing from the May & June months into FY27 • Principal spend investment from Pharmaceutical, Community/Services, Forward revenue Government and Entertainment & L
Slide 27: At the End
AT THE END. What’s important now Investor Presentation – AUGUST 20 2026
Slide 28: Here We Go
HERE WE GO. The next phase has commenced Shifting from just building to operational leverage & scalable growth Readiness for more A scaled media platform with growing revenue visibility Pursuing strategic network & acquisition opportunities Capital disciplined, leveraging our established platform St
Slide 29: Questions
QUESTIONS. motio