Ebiquity Plc · LSE:EBQ
Ebiquity — Investor Day (June 2026)
56 slides from Ebiquity's investor day presentation, Jun 29, 2026
Slide 1: Growth without the guesswork.
Growth without the guesswork. 29 June 2026
Slide 2: $1 trillion+ global advertising spend
$1 trillion+ Global advertising spend, 2026. Growing at 10% year-on-year.
Slide 3: 75+ of the world's top 100 global advertisers
75+ of the world's top 100 global advertisers. 120+ Countries 640+ Experts $100bn+ In media spend analysed <5% No single client above 5% of revenue
Slide 4: 19 months: new leadership, new architecture, new momentum
New leadership. 19 months New architecture. New momentum.
Slide 5: Growth without the guesswork: Transform, Govern, Grow
Growth without the guesswork. Transform Govern Grow Design the right Control every pound of Prove and improve marketing system. investment. what works.
Slide 6: Transform
Transform Design the right marketing system. David Muldoon Global Managing Director, Marketing Transformation
Slide 7: 96% of largest brands are transforming marketing operations
96% of the world's largest brands are actively transforming their marketing operations. Source: World Federation of Advertisers / Ogilvy
Slide 8: Marketing inefficiency corrected: $100m spend, $411m profit
$100m Spend $411m Profit $5.34B Enterprise value Marketing inefficiency corrected Incremental profit (4.11x profit ROI) At a 13X EV/EBITDA multiple this represents more than $5bn in enterprise value Source: Illustrative example from Ebiquity original research. Average profit ROI of effective marketi
Slide 9: We compete with the world's leading strategy consultancies
We compete with the world's leading strategy consultancies. We win on insights-led expertise. Advisors with careers built inside marketing and Decades of proprietary benchmarks: how the world's media at the senior level. largest brands invest, structure and perform. Independent competitive intellige
Slide 10: Transform is the entry point. The relationship compounds.
Transform is the entry point. The relationship compounds. Transform Govern Grow Multi-year, multi-service client architecture - by design.
Slide 11: Govern
Govern Control every pound of investment. Izabela Kvam Managing Director Europe, FirmDecisions
Slide 12: Billions in contracts. Limited independent oversight.
Billions in agency and media contracts. Limited independent oversight. What gets paid for and what gets delivered are rarely the same thing. Govern closes that gap.
Slide 13: The global standard in contract compliance
The global standard in contract compliance for marketing and advertising. Trusted by the world's largest advertisers. Thousands of audits conducted. Every major agency group. Every major market.
Slide 14: Beyond compliance: independent governance of media investment
Beyond compliance: Where every independent governance pound of media of the full media spend goes investment portfolio. GOVERN Whether it is bought at the right price Whether it performs as planned
Slide 15: Govern is recurring, embedded and structurally growing
Compliance audit cycles: regular and contractual. Govern is recurring, Governance retainers: long-term embedded and client relationships. structurally growing. The accountability layer across Transform and Grow.
Slide 16: Grow
Grow Prove and improve what works. Dr. Nick Pugh Group Chief Marketing Effectiveness Officer
Slide 17: Marketing's measurement infrastructure is broken
Marketing's measurement infrastructure is broken. Every major advertiser knows it. Platform-reported metrics Third-party cookie A $1 trillion market making measured by the platform, deprecation dismantling a critical investment decisions for the platform. decade of digital attribution. on unreliable
Slide 18: Marketing Mix Modelling: what works and where to invest next
Marketing Mix Modelling: what works, what doesn't, and where to invest next. Measures the contribution Quantifies the return on Directs future investment of every marketing activity every channel, campaign, to deliver the highest to business outcomes. and market. possible return. Ebiquity's MMM is b
Slide 19: £10m+ in new marketing effectiveness contracts
£10m+ in new marketing effectiveness contracts. In December 2025 alone. Three-year terms. Recurring. High-margin. From the world's largest advertisers. The pipeline reflects sustained structural demand.
Slide 20: Effectiveness credibility accelerates the entire portfolio
Effectiveness credibility accelerates the entire portfolio. Transform Grow Govern Transform: we design systems we can prove deliver results. Govern: we protect investment we can prove works. Grow: we continuously optimise. The relationship never ends.
Slide 21: The data moat
The data moat Maya Arber Global Client Partner
Slide 22: Decades of proprietary benchmark data
Decades of proprietary benchmark data. Built across 500+ global clients. Impossible to replicate from scratch. Agency fees, production costs, marketing organisation $100bn+ in media spend analysed annually. and effectiveness benchmarks. No agency, platform or media owner can hold this Every major ma
Slide 23: Benchmarking Everything across every service line
Benchmarking Everything: across every service line, for the first time. Transform Govern Grow How do the world's best What does best-in-class What return are category marketing organisations agency value look like? leaders generating from operate? their investment? Our clients know where they stand.
Slide 24: Benchmarks commercialised at institutional scale
A data asset historically used inside engagements. Now being commercialised at institutional scale. Before - Benchmarks as service Now - Benchmarks as support: embedded in advisory institutional product: standalone, work, not sold directly. scalable, recurring. Data and subscription economics. The m
Slide 25: The data advantage compounds automatically
The data advantage compounds automatically. Every engagement makes the asset stronger. Every new entrant starts from zero.
Slide 26: One Ebiquity commercial engine
One Ebiquity commercial engine Peter Hanford Chief Revenue Officer
Slide 27: 75+ of the world's top advertisers, historically sold one service
75+ of the world's top 100 advertisers. Historically, sold to one contact. One service. One market at a time. That has now changed. Before After Reactive, siloed, project-by-project Proactive, coordinated, One Ebiquity
Slide 28: One Ebiquity commercial engine
One Ebiquity MARKETING AUTOMATION Scaled, targeted, consistent outreach. commercial engine. CRM AND PIPELINE DISCIPLINE Full visibility across every client and opportunity. Central control. SALES ENABLEMENT Scaled outreach. Everyone trained and equipped to represent all services. Full portfolio repr
Slide 29: The revenue upside sits inside our existing client base
The revenue upside sits inside our existing client base. TRANSFORM GOVERN GROW COMPLIANCE BM Benchmarking Client 1 Client 2 Client 3 Client 4
Slide 30: The same client. More services. Deeper relationships.
The same client. More services. Deeper relationships. TRANSFORM GOVERN GROW COMPLIANCE BM Benchmarking Client 1 Client 2 Client 3 Client 4
Slide 31: Win rate, turnaround time, pipeline
Win Rate Turnaround time Pipeline Up Down Growing The commercial model is working. The momentum is building.
Slide 32: Proprietary technology
Proprietary technology Lars Noordewier Chief Technology Officer
Slide 33: Our technology was our vulnerability. Now our advantage.
Our technology was our vulnerability. We have made it our advantage. Before Now External dependencies, licensed platforms, Proprietary infrastructure. Built, off-shore development, vendor lock-in. owned and controlled by Ebiquity. The transition is complete. The IP is ours.
Slide 34: End-to-end proprietary infrastructure
End-to-end proprietary infrastructure. Built for speed, scale and security. Data ingestion and processing: our pipelines, our Benchmarking engine: the technology that maintains standards, our control. and delivers our proprietary data at scale. Client delivery platforms: built to our specification,
Slide 35: Rapid release. Focused CAPEX. AI at the core.
Rapid release. ERABot Quarterly User Messages 80K 64k Focused CAPEX. 50k 37k AI at the core. Q3 2025 Q4 2025 Q1 2026 Q2 2026
Slide 36: 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 37: Americas: recovery in progress
Americas: recovery in progress Michele Harrison Managing Director, Americas
Slide 38: North America underperformed. Here is what we have done.
North America underperformed. Significantly. Here is what we have done about it. The problem: The response: • Revenue decline • New MD appointed June 2025 • Cost overruns • Full restructure executed • Leadership instability • New senior leadership in place • Insufficient market presence • Cost base
Slide 39: A new foundation built in twelve months
A new foundation. Built in twelve months. Leadership: new senior team recruited and in place Cost base: restructured to match current revenue and across the Americas. fund the path to growth. Operating model: aligned to One Ebiquity - full Profitability discipline: every engagement assessed on portf
Slide 40: The US is the world's largest advertising market
The US is the world's largest advertising market. Ebiquity's presence has not reflected that. It will. US-headquartered Awareness Strategic account multinationals building management The highest-value client Systematic, targeted, at Fewer accounts, deeper segment globally the C-suite level relations
Slide 41: Twelve months in, indicators are moving the right way
Twelve months in. New senior hires in place and The indicators are moving operating. in the right direction. Pipeline rebuilt across key We are not declaring victory. strategic accounts. We are showing you a business in recovery, executing well, with Cost metrics improving significant upside ahead.
Slide 42: Execution and client experience
Execution and client experience Mark Gay Chief Operating Officer
Slide 43: Strategy without execution is ambition
Strategy without execution is ambition. Execution without strategy is noise. We have both. The Strategy The Execution • Transform, Govern, Grow. • COO accountable. • Three-year plan. • Every function. • Clear financial ambition. • Every market. • Every client. The plan is only as good as the organis
Slide 44: Clear accountability. Visible progress. No ambiguity.
Clear accountability. Visible progress. No ambiguity.
Slide 45: Client satisfaction is a financial metric
Client satisfaction is a financial metric. We treat it as one. Ebiquity NPS rating +72 Satisfied clients stay +55 longer, spend more, +41 and refer others. +32 2023 2024 2025 H1 2026
Slide 46: Financial ambition
Financial ambition Kayte Herrity Chief Financial Officer
Slide 47: FY2025: a year of transition
FY2025 The baseline we are 2025 was a year of building from. transition. Revenue £73.4m The discipline on cost Adjusted Operating Profit £4.6m and cash was real. Adjusted Operating Margin 6.3% The direction of travel Net Debt £13.1m has already changed.
Slide 48: Operating leverage and higher margins
Operating Leverage Americas Staff Cost Recovery Efficiency HIGHER MARGINS Technology & AI Higher Margin Scaling delivery capabilities Revenue Mix
Slide 49: Strengthening the balance sheet
Strengthening the balance sheet. Cash generation from profitable revenue. Working capital optimisation. Disciplined capex. Normalised tax. Lower net debt and leverage. This represents management's directional ambition, approved by the board. These are not profit forecasts.
Slide 50: Financial ambition: higher margins, stronger cash, lower leverage
Financial ambition Target Revenue Growth driven by higher margins, stronger +2-5% p.a. cash, lower leverage.
Slide 51: Closing equity story
Closing equity story Ruben Schreurs Chief Executive Officer
Slide 52: A structurally differentiated business with a clear plan
A structurally differentiated business. A clear and credible plan. An undervalued starting point.
Slide 53: The differentiation is real. The barriers to entry are high.
The differentiation is real. The barriers to entry are high. STRUCTURAL INDEPENDENCE The market is growing. PROVEN PROPRIETARY RESEARCH DATA LEADING INTEGRATED CLIENT BASE CAPABILITY
Slide 54: The gap between today's price and capable value
FY2025 Ambition Revenue £73.4m. Revenue growth of 2-5% per annum Operating margin ~6%. Net debt £13.1m. The gap between today's price and the value this business is capable of generating is the opportunity.
Slide 55: Growth without the guesswork.
Growth without the guesswork. For the world's largest brands. And for the investors who back us.
Slide 56: Appendix: Ebiquity Group's RCF quarterly covenant
Appendix: Ebiquity Group's RCF quarterly covenant. Interest cover Adjusted net leverage Ebiquity's ratio shall not be less than values in col. 2 Ebiquity's ratio shall not exceed values in col. 2 Relevant Period Ratio Relevant Period Ratio 30 June 2026 2.25:1 30 June 2026 4.05:1 30 September 2026 2.