Aura Consolidated Group, Inc. · ASX:AXQ
Aura Consolidated — Q2 2026 Earnings Presentation
35 slides from Aura Consolidated's earnings presentation, Aug 5, 2026
Slide 1: Q2'26 Earnings
Q2ʼ26 Earnings August 5, 2026 EDT | August 6, 2026 AEST ASXAXQ Aura Consolidated Group, Inc. 250 Northern Avenue, Floor 3 Boston, MA 02210
Slide 2: Disclaimer
Disclaimer These materials have been prepared by Aura Consolidated Group, Inc. ARBN 695 488 843 (the “Companyˮ). References to the Company in this disclaimer include, where applicable, the Companyʼs related bodies corporate and affiliates. These materials are given for illustrative purposes only a
Slide 3: Disclaimer
Disclaimer This presentation contains pro forma information and certain measures of financial performance not determined in accordance with U.S. generally accepted accounting principles (“GAAPˮ), including Adjusted EBITDA, Adjusted Free Cash Flow, general and administrative expense adjusted for IPO
Slide 4: A note on today's presentation
A note on todayʼs presentation Basis of presentation for todayʼs report: ● As the acquisition closed after Q2ʼ26 quarter-end, statutory financials reflect Aura on a standalone basis. In July, Aura closed its acquisition of ● To provide investors context on the Company as it will operate going forwar
Slide 5: Q2'26 pro forma highlights
Q2ʼ26 pro forma highlights ARR Adjusted EBITDA Adjusted FCF of $12.6M) represents a of $15.3M) represents a $354.0M on comparable definition basis to reported Q1ʼ26 ARR1 YoY improvement YoY improvement YoY growth Total Liquidity Cost savings Reaffirming guidance as of Transaction Close ahead of pl
Slide 6: 1. Overview
1. Overview
Slide 7: Aura is building a safer, healthier digital world.
About Aura Digital Safety Aura is building a safer, healthier digital world. Business Security Aura believes every person deserves trusted protection that understands their needs and works proactively to keep them safe. Auraʼs AI-powered online safety platform spans home, school, and work, empowerin
Slide 8: Aura's focus
Auraʼs focus Set a new standard of Unlock the ecosystem Drive financial protection with a around individuals and excellence through proactive, intelligent, families, delivering digital disciplined execution, and easy-to-use safety tools directly, at growing revenue and digital safety platform school
Slide 9: Aura's products
Auraʼs products Digital Safety Family Safety & Wellbeing Enterprise Solutions Aura Suite delivers all-in-one Aura Parents and Qustodio help Qoria student safety solutions protection from identity theft, scams, parents protect their children with support K12 school communities, and online threats fo
Slide 10: Aura's innovation engine
Auraʼs innovation engine Strengthening protection with new products and capabilities in 2026, with more breakthrough innovation to come. Aura Intelligence Launched in beta this year as a chat assistant, Aura Intelligence is now evolving into an intelligence layer Aura Parents embedded across the Aur
Slide 11: Aura's ecosystem
Auraʼs ecosystem Auraʼs multi-channel, go-to-market ecosystem spans lifeʼs essential environments. Individuals and families sit at the heart of the protection model. Aura reaches customers directly and through the institutions already embedded in their lives, selling to and through enterprise partne
Slide 12: Aura's business model
Auraʼs business model Direct-to-Consumer Enterprise Sales model Direct sales to consumers Sales to institutions and through partners Customers Individuals and families Companies and employers K12 parents Schools and districts Individuals and families via employers and partners Growth funnels Perfor
Slide 13: Medium-term targets
Medium-term targets Aura is executing against a Rule of 40 1x Debt / FCF maximizing growth with a a durable capital structure disciplined financial framework firm commitment to profitability. with ample capacity to execute Auraʼs strategy. while establishing its position as a trusted category lead
Slide 14: 2. Performance update
2. Performance update
Slide 15: Aura at a glance
Aura at a glance Q2ʼ26 pro forma financial results Q2 Revenue ARR1 Total Liquidity2 as of Transaction Close 27% YoY 27% YoY Adjusted EBITDA3 Adjusted Free Cash Flow3 Q2’25 Q3’25 Q4’25 Q1’26 Q2’26 Q2’25 Q3’25 Q4’25 Q1’26 Q2’26 Notes: Reflects pro forma results for the quarter ending June 30, 2026,
Slide 16: Recent progress
Recent progress Transformational Resilient revenue Driving toward Strong execution acquisition of Qoria growth at scale. profitability. against merger and ASX debut. goals. Advanced Auraʼs position as a Achieved 27% year-over-year Q2 Adjusted EBITDA loss Auraʼs Q2 2026 cost-out action leader in the
Slide 17: Diversified model supports durable growth
Diversified model supports durable growth Q2 Revenue Revenue by Channel US$M Direct-to-Consumer 27% YoY Sales of Aura and Qustodio 46% directly to consumers Enterprise 54% Sales to institutions primarily through Employee Benefits and K12 channels ARR1 Revenue by Geography 8% 4% US$M 27% YoY 1% US
Slide 18: AXQ updates: ARR standardization
(In-Process) AXQ updates: ARR standardization Pro forma ARR in US$M Qoria employed a bookings-based ARR definition. Aura uses a recurring GAAP revenue-based ARR definition. Going forward, Aura is aligning the entire Company to the more Q2'26 vs. conservative GAAP revenue-based Methodology Q4'25 Q1'2
Slide 19: Improving cost trends across the business
Improving cost trends across the business Pro forma costs in US$M Cost of revenue Sales & marketing Cost category % of Revenue Research & development Adj. general & administrative1 Notes: Reflects pro forma results. 1 General and administrative expenses are adjusted for IPO readiness costs and acq
Slide 20: AXQ integration: cost savings
AXQ integration: cost savings Planned Cost-out program ahead for H2 of plan with improved Total planned $28M $62M 2026 savings savings mix. ● Identified $27M in annual run-rate direct and operating cost savings vs. $25M target, with the full run-rate impact to be realized in 2027. Actioned in H1 ● A
Slide 21: AXQ integration: unlocking near-term upside
AXQ integration: unlocking near-term upside Aligning and amplifying Accelerating channel Implementing phased D2C strengths. benefits. brand strategy. ➔ Qustodio and Qoria ➔ Defined plan to accelerate Current state customer outreach is School-to-Home benefits raising Aura awareness ➔ Optimizing K12
Slide 22: Pro forma financial summary
Pro forma financial summary In US$M, prepared in accordance with U.S. GAAP standards Q1ʼ25 Q2ʼ25 Q3ʼ25 Q4ʼ25 Q1'26 Q2'26 Revenue 63.9 67.1 71.1 75.0 82.0 85.1 Cost of revenue 16.2 16.0 17.7 18.3 19.9 19.5 Sales and marketing 51.6 49.8 53.5 62.7 55.3 49.2 Research and development 14.6 16.4 16.8 17.3
Slide 23: GAAP to Non-GAAP reconciliation
GAAP to Non-GAAP reconciliation Pro forma Adjusted EBITDA in US$M Q1ʼ25 Q2ʼ25 Q3ʼ25 Q4ʼ25 Q1'26 Q2'26 Net loss 38.3 43.5 40.0 57.7 32.8 16.8 Income tax benefit 0.8 1.9 0.5 0.6 0.3 0.3 Interest expense 1.3 2.0 1.6 2.5 3.8 5.1 Depreciation and amortization 4.9 5.4 4.8 4.0 3.7 3
Slide 24: Progress toward key targets
Progress toward key targets 20% Positive $55M in cost ARR growth FCF savings for FY26 in FY26, from close On track On track On track Notes: These targets are goals and are forward-looking, subject to significant business, economic, regulatory and competitive uncertainties and contingencies, many of
Slide 25: Priorities for H2'26
Priorities for H2ʼ26 1 Grow revenue and drive free cash flow. ● Achieve stated goals of 20% ARR growth and free cash flow generation. ● Build on trajectory of discipline around unit economics and driving operating leverage through business. 2 Drive product innovation and integration. ● Continue tran
Slide 26: X. Appendix
X. Appendix
Slide 27: Glossary of key terms
Glossary of key terms Term Definition Term Definition Adjusted EBITDA Defined as net income (loss), adjusted to exclude interest, taxes, Enterprise Reflects sales of products to and through enterprise channels. depreciation and amortization, IPO readiness costs, acquisition Enterprise includes two m
Slide 28: AXQ ownership & capitalization
AXQ ownership & capitalization Shares in millions as of Transaction Close Market capitalization in AUD Common shares outstanding 226.4 AXQ share price as of August 4, 2026 $3.01 AUD Options and performance rights 29.1 Implied fully diluted market capitalization $785.2M AUD Warrants 5.4 Total 260.9 H
Slide 29: Aura's executive management team
Auraʼs executive management team Hari Ravichandran Brian DeCenzo Tim Levy Chief Executive Officer President & Chief Executive Officer, Chief Financial Officer Aura Alpha Thomas Clayton Rekha Singh Adam Medros President & Chief Technology Officer Chief Product Officer Chief Operating Officer William
Slide 30: AXQ liquidity
AXQ liquidity Pro forma position as of Transaction Close in US$M Post-close Net Debt1 Position vs. February expectation3 Gross cash available $120.6 One-time Transaction and integration costs2 $26.6 Cash at close $94.0 Less: total Ashgrove retirement amount $48.7 Less: BOC revolver borrowings ou
Slide 31: GAAP to non-GAAP reconciliation
GAAP to non-GAAP reconciliation Pro forma Net Debt as of the Transaction Close 31
Slide 32: GAAP to non-GAAP reconciliation
GAAP to non-GAAP reconciliation Pro forma Total Liquidity as of the Transaction Close 32
Slide 33: Aura standalone statutory financials
Aura standalone statutory financials In US$M, prepared in accordance with U.S. GAAP standards H1ʼ26 financial results Balance sheet as of June 30, 2026 H1ʼ26 cash flow summary Revenue $119.9 Cash and cash equivalents and $87.8 Net cash used in operations $44.4 restricted cash Total operating expen
Slide 34: Aura standalone performance summary
Aura standalone performance summary Key Operating Metrics Six Months Ended June 30, Year Ended December 31, In thousands, except NRR and ARPU 2026 2025 2025 2024 ARR $245,909 $187,398 $215,835 $165,890 Direct-to-Consumer subscribers 818.4 674.3 773.9 601.2 Employers 2.2 1.6 1.7 1.2 Direct-to-Consume
Slide 35: Thank you
Thank you This document has been authorized by the Aura Board of Directors for release to the ASX. Contact: Investor Relations Kane Hannan ir@aura.com
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