Kip Mcgrath Education Centres Limited · ASX:KME
Kip Mcgrath Education Centres — Shareholder Meeting (November 2025)
20 slides from Kip Mcgrath Education Centres's shareholder meeting presentation, Nov 25, 2025
Slide 1: Kip McGrath Education Centres Ltd AGM Presentation
For personal use only Kip McGrath Education Centres Ltd AGM Presentation 25th November 2025
Slide 2: Disclaimer
Disclaimer For personal use only This presentation has been prepared by Kip McGrath Education Centres Limited (Company). Disclaimer Statements in this presentation are made only as at 25 November 2025 and the information in this To the maximum extent permitted by law, the Company disclaims all respo
Slide 3: Our Strategic Pathway
Our Strategic Pathway Steadfast in our mission with a strategy to deliver our vision For personal use only Our mission Our vision “We truly believe every child can learn; they just ‘‘To deliver measurable improvement need to be taught properly. By setting meaningful goals and and change the lives of
Slide 4: Annual General Meeting Agenda
For personal use only 1 Chairman’s Address Annual General Meeting 2 CEO’s presentation AGENDA 3 Formal Business of the Meeting 25th November 2025 4 Questions AGM Presentation Nov 25 | 4
Slide 5: Chairman's Address
Chairman’s Address For personal use only In FY25, the company re-set in several areas. We ceased our investments in the USA and closed those operations by June 30th. These changes and refocus necessitated a significant non-recurring restructuring cost reflected in our statutory earnings. On an under
Slide 6: Chairman's Address (continued)
Chairman’s Address (continued) The company remains guided by four strategic levers: increasing students per centre, expanding centre numbers in existing territories For personal use only (infill), broadening our footprint into new territories (greenfield), and increasing lifetime value through impro
Slide 7: CEO Presentation
For personal use only CEO Presentation
Slide 8: CEO's Introduction
CEO's Introduction For personal use only Since stepping into the CEO role, I’ve had the chance to visit many of our centres and speak with our franchisees and teachers across the network. Every conversation has reinforced something important: our ethos, that no child is left behind, truly lives in e
Slide 9: Worldwide Centres - Core Business Driver: Centre Numbers
443 Worldwide Centres For personal use only Core Business Driver – Centre Numbers Centre numbers reduced by 10 centres between July 2025 and October 2025, reflecting the closure of some smaller centres. Physical centres remain essential to Kip McGrath’s lesson delivery. AGM Presentation Nov 25 | 9
Slide 10: Core Business Driver - Centre Lesson Numbers
Our Core Business Drivers Key focus areas driving shareholder value For personal use only Core Business Driver – Centre Lesson Numbers Lesson volumes year-on-year have decreased in line with lower centre numbers. YTD NetworkMy Revenue is flat YoY. preferred Average lessons per centre have slightly i
Slide 11: Average Weekly Lesson Numbers per Centre
Core Business Driver – Average Weekly Lesson For personal use only numbers per Centre Weekly lessons per centre increased by 0.4% for the YTD to October 2025, vs the YTD October 2024 period. AGM Presentation Nov 25 11
Slide 12: Core Business Driver - Average Lesson Charge
For personal use only Core Business Driver – Average Lesson Charge (A$) Average price per lesson rose by 6.3% Oct 25 YTD versus Oct 24 YTD, reflecting the value that families continue to see in our lessons. AGM Presentation Nov 25 | 12
Slide 13: Core Business Driver - Franchise Fees Percentage
For personal use only Core Business Driver – Franchise Fees Percentage The mix toward more Gold Partner contracts (typically 20% franchise fee vs. 10% for Silver) has further driven franchise fee %age. We expect these to flatten at this level from now on at around 18.5% to 19.2%. AGM Presentation No
Slide 14: Update on progress with AI
Update on progress with AI For personal use only Automated lesson notes – in production for the past year & working Focus 1 well AI generated curriculum enhancing content creation and accelerating Focus 2 speed to market Launching "AI tutor" with 74% student engagement (from initial Focus 3 trials)
Slide 15: Trading Update - months to October 2025
Trading Update - 4 months to 31 October 2025 unaudited financials For personal use only Revenue of $9.6m Franchise Fees $5.6m 2% down YoY* 4% Up YoY Network Billings $33.8m Corporate Centres $3.4m 2% down YoY* Flat YoY 560,000 $5.6m 406 37 Lessons Cash (vs. $4.6m) Franchise Centres Corporate Centres
Slide 16: FY26 Outlook
FY26 Outlook For personal use only • Revenue expected to achieve mid-single digit growth through price uplift. • Costs to grow at less than revenue with savings on D&A of circa A$0.5m. • NPAT expected to be early double-digit increase. • CAPEX expected at circa A$1.7m driven by technology (circa A$1
Slide 17: Business of Meeting
For personal use only Business of Meeting of Meeting
Slide 18: Business of Meeting - Resolution Results
Business of Meeting For personal use only Resolution 1 - Proposed Adoption of Remuneration Report For Against Abstain Discretion Excluded Total 22,259,494 147,976 1,934,850 71,681 - 24,414,001 Resolution 2 – Election of Director For Against Abstain Discretion Excluded Total 24,132,688 60,207 145,425
Slide 19: Business of Meeting (cont.)
Business of Meeting (cont.) For personal use only Resolution 4 - Approval of Additional 10% Share Placement Capacity For Against Abstain Discretion Excluded Total 23,864,655 330,195 147,470 71,681 - 24,414,001 Resolution 5 - Issue of Performance Rights to Ms. Melinda Smith For Against Abstain Discre
Slide 20: Thank you and Questions
For personal use only Thank you and Questions
Kip McGrath Education Centres — Shareholder Meeting (November 2025) on 6ix