Adneo Limited · ASX:AD1
Adneo — Investor Presentation (August 2026)
28 slides from Adneo's investor presentation, Aug 13, 2026
Slide 1: Capital Raising Presentation August 2026
ASX: AD1 For personal use only AI- powered learning and workforce capability company, connecting education to employment. 1 Capital Raising Presentation AUG 2026
Slide 2: Important Notices & Disclaimer
ASX: AD1 Important Notices & Disclaimer DISCLAIMER For personal use only This presentation has been prepared by AdNeo Limited (ASX : AD 1) ("AdNeo " or the "Company") . It has been prepared for information purposes only and does not purport to contain all of the information that a prospective invest
Slide 3: AdNeo At A Glance
AdNeo (ASX:AD1) is an AI - powered learning and workforce capability AdNeo At A Glance company. The tangible impact of our solutions. For personal use only We're consolidating a fragmented $11.4m 1.4 million Australian market - vocational education Estimated FY26 Income Students on LMS Inc R&D $1.4m
Slide 4: The workforce challenge
MARKET OPPORTUNITY The workforce challenge Organisations face four converging pressures. AdNeo is built to solve via employee learning . For personal use only AI Adoption & the Skills Gap Upskilling AI and automation are reshaping roles faster than training systems can respond. Continuous, organisat
Slide 5: A $31bn Market from Education to Employment in Australia
MARKET OPPORTUNITY A $31bn Market from Education to Employment in Australia AdNeo works exclusively across the learning space, from school to employment. MA R K ET SI ZE SEC TOR BR E AK DOWN (A $ bn, a nnual ) TA M → SA M → SOM SECTOR SPEND CAGR* USERS* PROVIDERS* ≈ $31bn For personal use only VOC A
Slide 6: Why Now? The cost of inaction is significant
WHY IT MATTERS Why Now? The cost of inaction is significant Independent research confirms the scale of the upskilling gap AdNeo is built to close. For personal use only 38% $25bn 3.6 million ~6x of Australian workers say they would leave their job if it The national economic boost Australia could un
Slide 7: Diversified Offering. One Platform.
ADNEO · THE PLATFORM Diversified Offering. One Platform. From school to workforce maturity, unified by one data engine. AdNeo unifies five specialist brands into one single, AI-powered platform - spanning the full learning lifecycle from education to employment and leadership. For personal use only
Slide 8: Business overview
BUSINESS OVERVIEW Business overview Group Entity For personal use only Target Markets Education Enterprise Learning & Mentoring Services Individual Catapult Education Learnt Art of Mentoring Oliver Grace Businesses an AdNeo Company an AdNeo Company an AdNeo Company an AdNeo Company Website catapulte
Slide 9: Market Validation
TRACTION Market Validation Our 850 clients represent many of the largest employers in AUS and US Government & Defence Corporates & Associations TAFE, RTOs & Education Providers For personal use only 850+ CUSTOMERS 1.4 MILLION USERS AdNeo | Identify potential, maximise value. adneo.com.au
Slide 10: New Marquee Contract Wins 2026
TRACTION New Marquee Contract Wins 2026 Landmark client wins across education, enterprise and government this year. For personal use only Renewal for 2 years 10+ new marquee wins in 2026 worth a combined TVC of $3m+ with an average of $200k+ TCV, spanning education, enterprise, government and defenc
Slide 11: One ecosystem, one compounding data moat
THE DATA MOAT One ecosystem, one compounding data moat. Every product writes to one proprietary engine — and every product gets smarter from it. The more the platform is used, the deep er the moat. DA TA I N THE CORE MODULES PLATFOR M For personal use only Proprietary data AI- powered tool for learn
Slide 12: AdNeo's AI-powered Products
G R OW TH S TR A TE GY AdNeo’s AI- powered Products AI- Driven Innovation Embedded AI for compliance, skills matching, and support For personal use only Integrated Platform Student Learning Mentoring Content Job Brand Management Management Program Creation Boards Strategy System System YESTERDAY TOD
Slide 13: Competitive Positioning
G R OW TH S TR A TE GY Competitive Positioning AdNeo is the only ASX listed platform with full coverage across all 6 workforce capability dimensions Capability AdNeo RDY JAN CLU KNO OLL AdNeo advantage For personal use only Lifecycle coverage ✓ ~ ~ ✓ ~ ✓ Only platform spanning all 5 workforce lifecy
Slide 14: Award Winning Learning & Mentoring
G R OW TH S TR A TE GY ART OF MENTORING BEST EDTECH MENTORING ONLINE Celebrating a successful partnership with Beaumont People, this award Award Winning Learning highlights our commitment to delivering talent guidance and performance support through innovative online mentoring programs. & Mentoring
Slide 15: Financial Performance and Growth Strategy
ASX: AD1 For personal use only Financial Performance and Growth Strategy
Slide 16: FY26: A Successful Strategic Turnaround
G R OW TH S TR A TE GY FY26: A Successful Strategic Turnaround Clear strategy, profitable growth, accretive M&A, AI investment Strategic Reset 3 YEAR PLAN For personal use only AdNeo has undertaken a strategic re - set and re - launch, which was presented to investors in H1 FY25. Within 18 months th
Slide 17: Rapid Revenue Growth, Large Client Base
G R OW TH S TR A TE GY Rapid Revenue Growth, Large Client Base 75% CAGR in 2 years from Organic and M&A growth, 75%+ ARR For personal use only Organic Growth in diversified market Share of wallet expansion, through more product offering and AI - driven investment generated organic revenue growth at
Slide 18: AdNeo Quarterly Cash Performance
G R OW TH S TR A TE GY AdNeo Quarterly Cash Performance Positive net cash from operating activities in Q4 FY26 For personal use only AdNeo | Identify potential, maximise value. adneo.com.au
Slide 19: AdNeo strategy is based on four pillars
G R OW TH S TR A TE GY AdNeo strategy is based on four pillars For personal use only Organic Growth Profitability 20% YoY growth from existing offering, Expand EBITDA margin, while investing in AI and with 80% Target Recurring Revenue, top line growth. and 95%+ Net Revenue Retention. Strategic M&A A
Slide 20: M&A Track Record
G R OW TH S TR A TE GY M&A Track Record Proven execution, disciplined valuation, and a targeted pipeline across EdTech, Skills, AI and workforce SaaS. 2022 2024 2025 2025 2025 For personal use only Mentoring platform Creative services LMS and enterprise Education Content and acquisition acquisition
Slide 21: Investment Highlights
HIGHLIGHTS Investment Highlights For personal use only Mission - Critical SaaS Rule of 40 Focus Sticky, high - retention platforms for education, Targeting combined growth + EBITDA margin >40 by FY28 workforce, and government Recurring Revenue Proven M&A Playbook Target 80%+ of Annual Recurring Reve
Slide 22: Our Board Members
OUR T EAM Our Board Members Nicholas Smedley Angus Washington For personal use only Non - Executive Chairman CEO + Managing Director • 10+ years of experience in investment • Shapes & executes group - wide banking and M&A with UBS and KPMG strategy • Led a A$9bn defense of WMC Resources • Leadership
Slide 23: Our Team To Lead
OUR T EAM Our Team To Lead For personal use only Angus Washington Antonluigi Gozzi Bianca Reed CEO + Managing Director Chief Operating Officer, CTO Chief Marketing Officer • Shapes & executes group - wide • Translates group strategy into • Oversees global marketing strategy strategy executable plans
Slide 24: Equity Raising August 2026
ASX: AD1 For personal use only Equity Raising August 2026
Slide 25: Offer Summary
E QU I T Y R A I S I NG Offer Summary AdNeo has received commitments for a placement and debt conversion with an aggregate value of approximately $1.5 million through the issue of approximately 60 million New Shares. The transaction comprises: For personal use only • Approximately $1.243 million in
Slide 26: Sources and Uses of Funds
E QU I T Y R A I S I NG Sources and Uses of Funds For personal use only Sources $m Cash subscriptions 1.243 Pure debt conversion – non - cash 0.256 Total Transaction Value 1.5 The approximately $1.243 million of gross cash proceeds, before transaction costs, will be applied to: • operational-efficie
Slide 27: Indicative Timetable
E QU I T Y R A I S I NG Indicative Timetable Event 1,2 Date (2026) For personal use only Trading halt Tuesday, 11 August Complete Placement bookbuild Wednesday, 12 August Announcement of completion of Placement and recommence trading Thursday, 13 August Settlement of shares issued under the Tranche
Slide 28: AdNeo Limited the market leader in lifelong learning
ASX: AD1 AdNeo Limited the market For personal use only leader in lifelong learning Content. Technology. Mentoring. Talent. Wherever the market moves, AdNeo drives the journey. AdNeo | Identify potential, maximise value. adneo.com.au