Rent.com.au Ltd · ASX:RNT
Rent.com.au — Shareholder Meeting (November 2025)
22 slides from Rent.com.au's shareholder meeting presentation, Nov 20, 2025
Slide 1: Annual General Meeting 2025
ANNUAL GENERAL MEETING 2025 20 NOVEMBER 2025 ASX: RNT
Slide 2: Agenda
AGENDA • CHAIRMAN’S WELCOME • VOTING INSTRUCTIONS • VOTING OPENS • RESOLUTIONS & RESULTS OF PROXY VOTING • VOTING CLOSES • CEO PRESENTATION • Q&A 2
Slide 3: Board of Directors
BOARD OF DIRECTORS EXECUTIVE NON-EXECUTIVE NON-EXECUTIVE NON-EXECUTIVE CHAIRMAN DIRECTOR DIRECTOR DIRECTOR SAM MCDONAGH PHIL WARREN GARRY GARSIDE JOHN WOOD Former Airbnb, Ebay, iiNet Former corporate advisor and Experienced property Experienced property executive. principal at Automic. developer and
Slide 4: Voting Instructions
VOTING INSTRUCTIONS For support call: 1300 288 664 To vote at the virtual meeting: 1. Open your internet browser and go to investor.automic.com.au 2. Login with your username and password or click “register” if you haven’t already created an account. Shareholders are encouraged to create an account
Slide 5: Results of Proxy Voting
RESULTS OF PROXY VOTING DISCRETION TOTAL TOTAL RESOLUTION FOR AGAINST ABSTAINED EXCLUDED ARY FOR AGAINST (% OF ELIGIBLE PROXY (VOTED FOR) VOTES) 1. Adoption of Remuneration Report 225,185,752 1,236,578 230,114 1,708,408 161,861,103 99% 1% 2. Re-election of Mr Phil Warren as Director 382,010,231 1,07
Slide 6: CEO Presentation
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Slide 7: Important Information and Disclaimers
IMPORTANT INFORMATION AND DISCLAIMERS These presentation materials and the accompanying verbal presentation (together, the Presentation Materials ) have been prepared by Rent.com.au Limited (the Company) as at 20 November 2025, and statements are current only as at that date. Information in the Pres
Slide 8: Exists to Make Renting More Rewarding
EXISTS TO MAKE RENTING MORE REWARDING We’re empowering renters by providing them with innovative ways to pay their bond, rent, bills and more - becoming the destination of choice for Australia’s renters – a huge, under-served audience. 8
Slide 9: Australia's $85B Rental Economy
AUSTRALIA’S $85B RENTAL ECONOMY Renters are a fast-growing segment, dominated by tech-savvy young people looking for a better solution. % of POPULATION RENTING 60% of UNDER-35s RENT MASSIVE ADDRESSABLE MARKET 47% 44% 42% 37% $85 31% 32% 30% 28% 60% BILLION in annual rent paid CANADA 2011 2016 2021 2
Slide 10: Our Business
OUR BUSINESS Creating valuable, long-term customers from our renter base. 95% OF RENTERS LOOKING APPLYING MOVING RENTING EXISTING TRANSACTIONAL REVENUE RECURRING REVENUE Attract Engage Convert RELATIONSHIP + insurance + savings + other services. 10
Slide 11: RentPay Driving Revenue Growth
RENTPAY DRIVING REVENUE GROWTH Clear benefit of recurring revenue model evident in Group results, with another step change to come from RentBond® QUARTERLY REVENUE QUARTERLY RECURRING REVENUE Recognised Revenue Change of Model* $405k >2x $932k $912k $860k $325k $301k $749k $261k $678k $197k Q1 FY25
Slide 12: Strong Platform for More Growth
STRONG PLATFORM FOR MORE GROWTH $10 million debt facility from Eldium Income Fund (founders of Zip and Stake) for RentBond® WELL CAPITALISED Consistent execution of our strategy has driven share price growth and provided greater access to capital FOR GROWTH Strong early exercise of options has
Slide 13: RentBond - Move now, pay later
RENTBOND® - Move now, pay later Purpose RentBond® is an award winning, Solve the ‘bond gap’ renter-first product solving a Help renters smooth the cost of moving. Cover all moving costs universal pain point Bond, removalists, cleaning, rent-in- advance. → creating sticky engagement No security
Slide 14: 6x Revenue per Average Loan
6x REVENUE PER AVERAGE LOAN REVENUE RECOGNITION REVENUE RECOGNITION (MONTHLY) (COMPOUNDING IMPACT) $250.00 $1,400.00 New Old New Old $1,200.00 $200.00 6x $1,000.00 $150.00 $800.00 Revenue $100.00 $600.00 $400.00 $50.00 $200.00 $0.00 $0.00 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11 12 Month M
Slide 15: RentBond Growth Opportunities
RENTBOND® GROWTH OPPORTUNITIES Products / Margin Product Extensions The additional capital boost from the early exercise of options allows us to act on these Other Credit growth opportunities, accelerating revenue Products and bringing forward positive operating cashflow Lower Cost of Funds Current
Slide 16: Why Renters Choose RentPay
WHY RENTERS CHOOSE RENTPAY PAYMENT CHOICE & EARN CASHBACK AND BUILD CREDIT WITH FLEXIBILITY REWARDS SCOREBUILDER Flexible payment options Everyday savings for renters Improves financial health Renters choose how & when to pay, agents Cashback from 140+ national retailers. Rent payments reporte
Slide 17: RentPay Solves Key Agent Pain Points
RENTPAY SOLVES KEY AGENT PAIN POINTS FAST RECEIPTING LESS CHASING AND THE PAYMENT APP AND NO DISHONOURS LOWER ARREARS RENTERS WANT TO USE 100% cleared funds, batch receipting Auto-scheduling + payment alerts App renters want to use Saves property managers hours per week. Arrears rate significant
Slide 18: RentPay Growth Opportunities
RENTPAY GROWTH OPPORTUNITIES Products / Margin Partnerships There is a clear opportunity for a brand to step into the void to advocate for and empower Customer-led renters through building financial confidence Product Extensions and control* Improve Payment Margins Current Base Alignment of Referral
Slide 19: Our Targets - We're on Track
OUR TARGETS → WE’RE ON TRACK REVENUE RECURRING PROFITABILITY GROWTH REVENUE Double monthly Revenue Positive Group EBITDA >70% Recurring Revenue by Q2 FY27 by Q2 FY27 by Q4 FY26 Up to 6x revenue per loan from new RentBond® model + 66% RentPay growth (vs pcp). Doubled recurring revenues from RentB
Slide 20: Corporate Information
CORPORATE INFORMATION Ordinary Shares (1) Top shareholders (1) % Share price $0.049 Valerie Frazer (HNW – holder since 2015) 13.2%(3) Ordinary Shares on issue 1,086,469,019 Bevan Slattery (HNW – holder since 2021) 12.8%(3) MARKET CAPITALISATION $53.2M Andrew Frazer (HNW – holder since 2015) 10.0% Ca
Slide 21: Experienced Board & Management
EXPERIENCED BOARD & MANAGEMENT EXECUTIVE NON-EXECUTIVE NON-EXECUTIVE NON-EXECUTIVE CHAIRMAN DIRECTOR DIRECTOR DIRECTOR SAM MCDONAGH PHIL WARREN GARRY GARSIDE JOHN WOOD Former Airbnb, Ebay, iiNet Former corporate advisor and Experienced property Experienced property executive. principal at Automic. d
Slide 22: Thank You
THANK YOU Investor Enquiries: Jan Ferreira Stephen Moloney Rent.com.au Corporate Storytime janf@rent.com.au stephen@corporatestorytime.com (08) 6145 2609 +61 (0)403 222 052