Slide 1: HY26 Results – ASX:ASP
For personal use only HY26 Results – ASX:ASP “Transforming 190 years of resource-sector authority into a subscription-first data & intelligence platform” Proven subscriptions engine | AI enabled | Self-funded 1
Slide 2: The Market Leader in B2B Intelligence for the Global Resource Sectors
The Market Leader in B2B Intelligence for the Global Resource Sectors ^Scale For personal use only 4K+ Corporate subscriptions 25% 3M+ Of the Global Fortune 100 Digital Users in 150+ countries are clients ^Quality Of Revenue 100% Net Retention 66% 17% Subscriptions share ARPU Rate Of revenue CAGR (F
Slide 3: House of Brands
For personal use only House of Brands 33
Slide 4: More than 25% of the Global Fortune 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 44
Slide 5: Proven Subscriptions Engine: Years of ARR Growth with 100% NRR
Proven Subscriptions Engine 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
Slide 6: HY26 Key Highlights
HY26 Key Highlights HY26 — the inflection point | growing, compounding subscriptions funding a complementary data & intelligence build For personal use only Financial Strategic Governance & Capital Structure $7.5m $5.1m New Chair Revenue from continuing operations Subscriptions & Data Licensing Reve
Slide 7: Managing Director's Statement
Managing Director's Statement Managing Director's Commentary — Half Year Ended 31 March 2026 For personal use only HY26 — the inflection point Three growth engines A growing, compounding subscriptions business — now self-funding the build of a complementary data & intelligence business. 01 Subscript
Slide 8: Revenue Performance
Revenue Performance HY26 vs HY25 — composition materially diversified For personal use only Revenue from continuing operations $m unless stated HY26 HY25 Change % mix +11% YoY to $7.5m (HY25: $6.7m), with composition materially diversified. Subscriptions & 5.1 5.0 +1% 68% Data Licensing Subscription
Slide 9: Quarterly Progression
Quarterly Progression HY26 by quarter — clear sequential improvement For personal use only Total Revenue ($m) Normalised EBITDA ($m) Operating Cashflow ($m) Q1 FY26 Q2 FY26 Q1 FY26 Q2 FY26 Q1 FY26 Q2 FY26 $3.5m $4.0m ($0.8m) ($0.2m) ($1.5m) $0.0m +15% QoQ +$0.6m QoQ +$1.5m QoQ Metric ($m) Q1 FY26 Q2
Slide 10: H1 FY26 Financial Performance
H1 FY26 Financial Performance Income statement summary — Half Year Ended 31 March 2026 For personal use only $m HY26 HY25 Change NPAT Subscriptions & Data Licensing Revenue¹ Other Revenue (Advertising, Nexus, Events) 5.1 2.4 5.0 1.7 +1% +41% $0.6m vs ($1.3m) loss HY25 Total Revenue from Continuing O
Slide 11: FY26 Strategic Priorities
FY26 Strategic Priorities Execution scorecard — status at HY26 against published guidance For personal use only Priorities communicated 19 Dec 2025 (FY25 Results), 27 Jan 2026 (UK Investor Presentation), 23 Feb 2026 (AGM) and 8 May 2026 (Q2 FY26 Investor Presentation) remain in place. Status at HY26
Slide 12: Corporate Subscriptions Opportunity
Corporate Subscriptions Opportunity For personal use only NOW • TAM: ~80,000 mining corporates globally • >4,000 corporate subscribers today; ARR >$11m • ARPU>$2.5k; >10 organizations pay >$100k per subscription “Large TAM penetration and ARPU growth opportunity” GROWTH STRATEGY 1. Grow volume of co
Slide 13: Data & Intelligence Opportunity TAM ~US$600M+
Data & Intelligence Opportunity TAM ~US$600M+ Proprietary data validation Global mining intelligence, data & analytics spend across ~10-15 key providers. Includes: S&P Global (Metals & Mining), Wood Mackenzie, CRU Group, GlobalData, For personal use only and commercialisation FastMarkets, Metals Foc
Slide 14: Data & Intelligence Operating Team
Data & Intelligence Operating Team For personal use only Cathy Mullan Lucian Leveles Ana Gyorkos Roger Cooke Dhiren Patel Content Data & Research Head of Analytics Sales Director Marketing Director Content Director Ex Global Data / Financial Times Ex Hastings Direct Ex Euromoney / Fastmarkets Ex-The
Slide 15: Board & Executive Leadership Team
Board & Executive Leadership Team For personal use only Michael Brown Alex Kent Ajit Patel Graeme McCracken Nishil Khimasia Josh Robertson Non-Executive Chair Managing Director COO / Exec Director Non-Exec Director CFO CMO Ex Merrill Lynch Ex Microsoft Ex VNU (Nielsen) / Incisive Media Ex RELX (Proa
Slide 16: H2 FY26 Outlook
H2 FY26 Outlook Aspermont enters H2 FY26 with revenue diversification, a strengthened Board and visible operating leverage For personal use only ARR Growth Target 10%+ ARPU Growth Target 15%+ 1 Tracking ~7–8% on like-for-like basis; H2-weighted initiatives (Rio Tinto delivery, Enterprise Agreement p
Slide 17: Why Now?
Why Now? Four reinforcing reasons HY26 is the inflection point For personal use only 01 Product readiness — from launch to commercialisation Mining-IQ live with Rio Tinto enterprise validation; data foundations complete; new product betas CY26, revenue CY27. 02 Proven subscriptions base — the engine
Slide 18: 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 Avenue #23-02, Frasers Tower, 152-158 St Georges Terrace
Slide 19: Appendix
Appendix For personal use only Appendix 1 Supporting detail follows 19
Slide 20: Operational Review
Operational Review HY26 — Subscriptions & Data Licensing | Advertising & Nexus | Data & Intelligence | Live Events For personal use only Subscriptions & Data Licensing Advertising & Nexus $5.1m | +1% YoY | 68% of revenue $2.2m | +28% YoY | 29% of revenue Growing, compounding base — 68% of HY26 reven
Slide 21: Board, Governance & Capital Structure
Board, Governance & Capital Structure Strengthened leadership and cleaner capital structure For personal use only New Non-Executive Chair AGM Outcomes (23 February 2026) Michael Brown appointed 20 January 2026. Decades of financial markets All Board-supported resolutions carried: director re-electio
Slide 22: Revenue Reporting Framework
Revenue Reporting Framework From FY27 — aligned with global B2B peers RELX and Wolters Kluwer For personal use only New Framework From FY27 From FY27 revenue will be reported under two primary categories: Subscriptions Revenue (recurring revenue from annual contracts across media, research, data and
Slide 23: Risk and Mitigation Strategies
Risk and Mitigation Strategies Principal risks tracked by the Board and management For personal use only Risk Mitigation Differentiation via proprietary platforms; focus on premium enterprise ARPU; gated, Competitive & Market sector-specific content advantaged in an AI-saturated information environm
Slide 24: AI Usage
AI Usage AI is a tailwind across content, product and operations For personal use only AI IS A TAILWIND, NOT A HEADWIND Our content is gated and proprietary — not openly scraped, not freely substituted by general-purpose LLMs. As enterprises increasingly need to verify AI- generated insights against
Slide 25: Appendix
Appendix For personal use only Appendix 2 Supporting detail follows 25
Slide 26: Reconciliations: Normalised EBITDA
Reconciliations 1. Normalised EBITDA — reconciliation of statutory earnings For personal use only Period Ended 31 March 2026 $000 31 March 2025 $000 Reported income/(loss) from continuing operations before income tax 739 (1,349) Net interest 50 8 Depreciation and amortisation 294 433 Other (share-ba
Slide 27: Reconciliations: Investment in Data, Research & Intelligence
Reconciliations 2. Investment in Data, Research & Intelligence — combined opex and capex For personal use only Period Ended 31 March 2026 $000 31 March 2025 $000 Operating Expenses Opex investment in new product lines¹ 119 237 Capital Expenses Platform investments¹ 171 105 Total 290 472 ¹ Investment
Slide 28: Source Cross-Reference Index
Source Cross-Reference Index All sources are ASX or Aspermont releases — click any item to open For personal use only 5 Nov 2025 Aspermont partners with Timor-Leste 24 Feb 2026 Results of AGM 19 Dec 2025 FY25 Results Presentation 13 Mar 2026 Consolidation Timetable Update 19 Dec 2025 Aspermont Limit
Slide 29: Glossary
Glossary Key terms used throughout this presentation For personal use only ARR — Annual Recurring Revenue Mining-IQ Annualised value of recurring subscriptions revenue at period end. Reported as a non-IFRS Aspermont's flagship data & intelligence platform; commercialises 190+ years of proprietary me
Slide 30: 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 All financial information has been prepared and reviewed in accordanc