Rea Group Ltd · ASX:REA
Rea — Shareholder Meeting (October 2026)
33 slides from Rea's shareholder meeting presentation, Oct 8, 2026
Slide 1: REA Group 2026 AGM Addresses and Market Update
For personal use only ASX Announcement 8 October 2026 REA Group Ltd 2026 Annual General Meeting Addresses and Market Update Please see attached the addresses and presentation, including a market update, to be delivered by REA Group’s Chairman and CEO at this morning’s Annual General Meeting. -ends-
Slide 2: Introduction – Hamish McLennan
Introduction – Hamish McLennan Good morning. I’m Hamish McLennan, Chairman of REA Group Ltd. On behalf of the REA Group Board, I’m delighted to welcome you to our 2026 Annual General Meeting. For personal use only Before we commence, I would like to acknowledge the Traditional Owners of Country thro
Slide 3: REA Group Board of Directors and Chairman's address
Questions or comments which do not relate to REA will not be acknowledged or addressed during the AGM. REA Group Board of Directors Joining me today are my fellow directors Kelly Bayer Rosmarin, Tracey Fellows, Richard Freudenstein, Michael Miller, Jennifer Lambert and Nick Dowling, and our CEO, Cam
Slide 4: FY26 acquisitions and investments
Supporting our immersive consumer strategy, the Group announced a 61.5% acquisition of Canadian- based Planitar Inc, the maker of iGUIDE, in October 2025. We also increased our investment in 3D visualisation platform IMMERSIV and acquired a minority stake in property due diligence marketplace, Befor
Slide 5: Three shared enterprise missions
Our unparalleled audience and proprietary data firmly position the business as a leading beneficiary of AI, and in FY26, this translated into real commercial value for the business, customers, consumers and brokers. The Australian property market became more favourable for buyers in the last quarter
Slide 6: Audience and proprietary datasets fuel AI experiences
The quality of the realestate.com.au experience and the strength of our brand ensure Australians continually return to our platform. Consumers spend more time on our platform than any other property site, and 9 out of 10 Australians who visited any residential property site visited realestate.com.au
Slide 7: Customer products and commercial and financial services results
In the fourth quarter we commenced the rollout of a new agentic chat capability in our self-service Ignite platform called Campaign Assist. The feature combines consumer intent and PropTrack powered AVM data to provide customers with strategic recommendations to boost the performance of a listing. F
Slide 8: Market update
Market update Before we move to the formalities of the meeting, I’d like to touch briefly on current market conditions. Interest rates are the biggest factor contributing to market uncertainty at the moment. Further price falls are likely over the coming months as last week's interest rate rise, tax
Slide 9: Footnotes and audience sources
1 Revenue, EBITDA, Net profit after tax, Free Cash Flow, Earnings per share – refer to glossary for definitions. 2 Financial results from core operations: reported results adjusted for significant non-recurring items. Refer to glossary for definition. Includes India, which is presented as a disconti
Slide 10: Annual General Meeting October 2026
Annual al use only General Meeting 8 October 2026 9.00am (AEDT) Changing the way the world experiences property
Slide 11: Introduction – Hamish McLennan, Chairman
Introduction al use only Hamish McLennan Chairman
Slide 12: How to vote online
How to vote online 1 2 3 Fill out your voting card al use only Click on Get a Voting Enter your Shareholder for each item of business Card on the top or Number and Post Code or by clicking Partial Vote bottom of your screen. Proxy Number and click or Full Vote, then Submit Submit Details And Vote. V
Slide 13: How to ask a question
How to ask a question 2 Written questions: Select the relevant topic from the al use only drop-down menu and type 1 your question in the space provided. When ready, Click on Ask a Question click on Submit. on the top or bottom of your screen. Audio questions: Click on Go to Web Phone, type in your n
Slide 14: REA Group Board of Directors
REA Group Board of Directors al use only Hamish McLennan Cameron McIntyre Nick Dowling Tracey Fellows Chairman Chief Executive Officer Independent Non-executive Director Non-executive Director Executive Director Non-executive Director Richard Freudenstein Jennifer Lambert Michael Miller Kelly Bayer
Slide 15: Agenda
Agenda 01 al use only Chairman’s Address 02 CEO’s Address 03 Items of business 04 Q&A 6
Slide 16: Chairman's Address
Chairman’s al use only Address Hamish McLennan Chairman 7
Slide 17: Consistent growth delivering strong shareholder returns
Consistent growth delivering strong shareholder returns Revenue1 and EBITDA1 ($m) vs Share Price 1,793 685 1,673 al use only 2 10-year CAGR 585 11% 12% 1,453 (FY16-26) 2 Revenue EBITDA 1 485 1,170 1,183 1,088 1 969 928 875 808 820 825 $1582 1 385 696 671 630 651 1 556 515 492 471 285 1 347 382 0 185
Slide 18: Ongoing investment in future growth and value delivery
Ongoing investment in future growth and value delivery al use only FY26 new investments 9
Slide 19: CEO's Address
CEO’s al use only Address Cameron McIntyre Chief Executive Officer 10
Slide 20: Strategy: three shared enterprise missions
Strategy We have evolved our focus to three shared enterprise missions al use only 11
Slide 21: REA Group delivered an excellent FY26 financial performance
REA Group delivered an excellent FY26 financial performance Net profit Reported net profit Revenue1, 2 EBITDA1, 2, 3 after tax1, 2 after tax1, 4 al use only +7% +12% +15% -19% $1,793m $1,088m $650m $552m $1,730m (+12%) excl. India $1,121m (+12%) excl. India $682m (+14%) excl. India $673m (-5%) excl.
Slide 22: Audience leadership highlights
Audience leadership highlights Record realestate.com.au audience1(A) and high-quality engagement Australia’s #1 address in property al use only Unique monthly audience1(B) RECORD 12.1m 12.7m 5.2m Unique audience lead over nearest competitor1(C) 10.8m Total average monthly 146.4m visits to realestate
Slide 23: Our rich proprietary datasets fuel our AI experiences
Proprietary datasets Our rich proprietary datasets fuel our AI experiences What Whateveryone elsesees everyone else sees What REA sees • Deepest on-market coverage al use only Listing & • Live campaign performance transaction • 30+ years campaign history • Auction, sale & rental outcomes Rich outcom
Slide 24: Consumer experience: AI Assistant and immersive experiences
Consumer experience AI Assistant and immersive experiences deeply engaging consumers throughout the property journey al use only 21% of AI 1 in 3 buyers say video and 3D Assistant tours make them sessions convert more likely to to a high-value inspect a action1 property2 AI Assistant Immersive exper
Slide 25: Premium advertising products and innovative tools
Premium advertising products, and innovative tools and services driving customer value Premiere+ Campaign Assist Launch al use only • Record Premiere+ penetration New AI-led tool trained by proprietary • Premiere+ and Luxe listing videos campaign and market data on app home screen 2.9m video hub vie
Slide 26: Strong results in commercial and financial services
Strong results delivered in commercial and financial services al use only Australia’s #1 commercial property website1(H) Revenue growth, productivity and Enhanced consumer experiences supporting value delivery supported by product record audiences innovation and brand investment Unique monthly audie
Slide 27: Committed to sustainable business practices
Committed to sustainable business practices Sustainability ratings and Progress towards recognitions received sustainability goals • A consistent MSCI ESG • REA Group named the country’s third al use only AAA rating best workplace by Great Place to Work • S&P Corporate Australia Sustainability • 85%
Slide 28: Market update
Market update @®REAGroup 19
Slide 29: National listings volumes resilient despite challenging market conditions
National listings volumes resilient despite challenging market conditions National new Buy listings are in line with expectations, down 2% in Q1 on pcp. Brisbane, Perth and Adelaide are outperforming and offsetting the quieter conditions in Melbourne and Sydney. al use only Quarterly new Buy listing
Slide 30: REA Group Executive Leadership Team
REA Group Executive Leadership Team al use only Cameron McIntyre Andrew Cramer Jonathan Swift Anthony Waldron Tamara Kayser Chief Executive Officer Chief Financial Officer Chief Product Chief Executive Officer Chief Legal Officer and and Audience Officer Financial Services Company Secretary Katrina
Slide 31: Glossary
Glossary Cash Cash includes cash and cash equivalents. Earnings before Interest, Tax, Depreciation and Amortisation excluding contribution from associates. al use only EBITDA Earnings per share Basic earnings per share attributable to the ordinary equity holders of the company. Financial results fro
Slide 32: Audience metric sources
Audience metric sources Ipsos iris Online Audience Measurement Service, Jul 2025 - Jun 2026 (average), P14+, PC/laptop/smartphone/tablets, text only, Homes and Property Category, Brand Group, A Realestate.com.au, Audience (000’s). Ipsos iris Online Audience Measurement Service, Jul 2025 - Jun 2026 (
Slide 33: Disclaimer
Disclaimer Visit our The information in this presentation is in summary form only and does not purport to be comprehensive or complete. It contains information that has been derived from publicly available sources that has not been independently verified. This presentation should be read in conjunct