Peoplein Limited · ASX:PPE
Peoplein — FY2026 Earnings Presentation
20 slides from Peoplein's earnings presentation, Aug 31, 2026
Slide 1: Full Year Results Financial Year 2026
FULL YEAR RESULTS FINANCIAL YEAR 2026 SIMPLIFY WORKFORCE COMPLEXITY
Slide 2: Highlights
HIGHLIGHTS PeopleIN has transformed its business, recycling capital into high growth areas and capitalising on the growth opportunity currently underway. ▶ PeopleIN Group proven to be resilient weathering tough economic conditions and returning to EBITDA growth ▶ Ongoing Normalised EBITDA For FY26 o
Slide 3: Financial Performance
FINANCIAL PERFORMANCE REVENUE NORMALISED EBITDA NET DEBT $788.7M $19.0M 1.37X NORMALISED EBITDA 4.3% PCP 1.6% PCP Reduced from 1.65x June 25 ▶ Billed hours 6.3% higher ▶ Net revenue $101.9m up 1.3% ▶ Cash collections at 101.7% ▶ Billed rates increased 9.4% ▶ Overhead costs up 1.2% ▶ Cash balances of
Slide 4: Financial Performance Positive Momentum
FINANCIAL PERFORMANCE POSITIVE MOMENTUM Simplified business providing return to growth and improved financial performance. ▶ Ongoing Normalised EBITDA for FY26 of $19.0m (up 1.6% on FY25 ▶ Growing momentum in 2nd Half with Normalised EBITDA of $8.5m (up 19.0% on H2FY25 ▶ Strong growth in Engineeri
Slide 5: Financial Results Ongoing Operations
FINANCIAL RESULTS ONGOING OPERATIONS ▶ Revenues 4.3% lower, flat on H2FY25 Δ H2FY26 v $'000s FY 2026 FY 2025 H2 FY 26 Δ on FY25 H2 FY25 ▶ Increased billing rates across all divisions Revenue 788,655 823,810 395,726 (4.3%) 0.1% ▶ Higher permanent placement fees Net Revenue 101,885 100,610 50,393 1.3%
Slide 6: Key Financial Measures
KEY FINANCIAL MEASURES Revenue $m Normalised EBITDA $m 791.2 20.3 823.8 788.6 18.6 19.0 FY24 FY25 FY26 FY24 FY25 FY26 Net Revenue Margin % Normalised NPATA Per Share (cents) 18.0% 18.6% 18.6% 8.30 8.18 6.33 FY24 FY25 FY26 FY24 FY25 FY26 6
Slide 7: Engineering, Trades and Labour
ENGINEERING, TRADES AND LABOUR Normalised EBITDA PERFORMANCE OVERVIEW $m ‣ Normalised EBITDA up 74.8% on FY25 and 122.7% higher than H2 FY25 7.0 6.0 ‣ Billed hours increased 5.5% in FY26, with higher demand in Queensland 5.0 skilled roles and New Zealand infrastructure. Billed hours up 15.2% from H2
Slide 8: Food and Agriculture
FOOD AND AGRICULTURE Normalised EBITDA PERFORMANCE OVERVIEW $m ‣ Normalised EBITDA down 18.3% on FY25 12.0 10.0 ‣ Total PALM scheme candidates fell to 3,640 with clients delaying 8.0 replacing expiring visaʼs and lower sector demand 6.0 ‣ Billed hours reduced 15.3%. Significant drought conditions in
Slide 9: Professional Services
PROFESSIONAL SERVICES Normalised EBITDA $m PERFORMANCE OVERVIEW 6.0 ‣ Normalised EBITDA fell 7.8% and 3.8% lower than H2 FY25 5.0 ‣ Billed temporary hours have remained steady since Jan 2025 4.0 3.0 ‣ Permanent placement fees increased 9.4% in FY26 and 37.5% higher than 2.0 H2 FY25. Rebound in confi
Slide 10: Cash Flow
CASH FLOW Cash collections above top end of expected range $'000 FY26 FY25 Cash Flows from Operating Activities Debtor Days Receipts from customers 1,011,207 1,226,547 29 Payments to suppliers and employees (989,966) (1,187,890) 28 Operating Cashflow pre interest and taxes 21,241 38,657 27 Normalise
Slide 11: Derisked Balance Sheet
DERISKED BALANCE SHEET Low debt levels and excess cash holdings allowing future capital management options Net Debt $m ▶ Total net debt of $29.6m 90.0 80.0 ▶ Purchase of Infrawork funded through cash from sale of Techforce and Health and Community businesses 70.0 ▶ Cash balances of $35.7m 60.0 ▶ Net
Slide 12: FY27 Purpose
FY27 PURPOSE TO POWER THE PEOPLE AND INDUSTRIES THAT BUILD NATIONS $119BN THE CORE THE OPPORTUNITY QLD infrastructure four-year investment pipeline we are positioned to serve Queensland Government Budget 202627 PROFESSIONA L SERV ICES 1 Proven capability 2 New capability Trades & essential indust
Slide 13: A Structural Supply Advantage
A STRUCTURAL SUPPLY ADVANTAGE ▶ Queensland budgeted to spend a record $119 BN on infrastructure in next 4 years ▶ Well documented shortage of over 50,000 skilled workers ▶ Lack of skilled and semi-skilled migration will continue to increase price of labour ▶ PeopleIN provides a unique opportunity in
Slide 14: Actively Building the Infrastructure Workforce
ACTIVELY BUILDING THE INFRASTRUCTURE WORKFORCE ▶ Queensland infrastructure spending has commenced ▶ Sub-brands like AWX already supply trades and labour to the major builders delivering Queensland's pipeline ▶ Competition for skilled trades is tightening, clients are coming to us to lock in labour ▶
Slide 15: Outlook
OUTLOOK Strong momentum into a multi-year infrastructure cycle. POSITIONED FOR THE BUILD RISING DEMAND Leading position to capitalise on infrastructure and Olympic Growing need for permanent and temporary skilled labour spending, 2027 to 2032 TECHNOLOGY AT WORK BALANCE SHEET STRENGTH Deployment driv
Slide 16: Thank You
People’ THANK YOU 16
Slide 17: Appendices
People’ APPENDICES 17
Slide 18: Reconciliation of Statutory to Normalised EBITDA
RECONCILIATION OF STATUTORY TO NORMALISED EBITDA Ongoing Operations 30 June 2026 30 June 2025 $000 $000 Statutory Profit/(Loss) Before Tax (11,421) (17,382) Depreciation and amortisation 12,936 15,324 Finance costs 5,035 6,230 EBITDA 6,550 4,172 Normalisation adjustments: Performance rights costs -
Slide 19: Disclaimer
DISCLAIMER This presentation has been prepared by PeopleIn Limited (Company) together with its related bodies corporate (PeopleIN). The material contained in this presentation is for information purposes only and is intended to be general background information on PeopleIN and its activities. This p
Slide 20: People’
People’ People’