Vinyl Group Ltd. · ASX:VNL
Vinyl — Investor Presentation (October 2025)
23 slides from Vinyl's investor presentation, Oct 15, 2025
Slide 1: Investor Presentation
INVESTOR PRESENTATION 15 October 2025 Prepared by Josh Simons
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Vinyl Group Ltd ACN 106 513 580 (Vinyl Group or the Company). The This presentation has been prepared from sources which Vinyl Group reasonably believes to be reliable and accurate as at the material contained in this presentation is intended to be s
Slide 3: Vinyl Group: Investment Highlights
Vinyl Group: Investment Highlights ● Unique business model with diversified revenues in high-growth music & culture segments: Large and growing fan and creator community, monetised through integrated publishing assets & platform technology capabilities. ● Scaling revenues: Revenue up 190% to $14.4m i
Slide 4: A unique ecosystem of diversified revenues in the music & culture segments
A unique ecosystem of diversified revenues in the music & culture segments Building an extensive network of media Integrating diverse technology capabilities assets harnessing global brands Provides the underlying data, identity and Comprehensive reach for music commerce stack as well as Al publishin
Slide 5: Building scale with brands, fans and creators
Building scale with brands, fans and creators Brands We’ve Activated 10m Monthly Fans We Reach Through Publishing 1.6m Registered Platform Creator Accounts 5
Slide 6: Market Overview: High-growth music & culture segments, underserved by traditional players
Market Overview: High-growth music & culture segments, underserved by traditional players Unique Position Industry Size Types of Competitors Vinyl’s competitive moat lies in Large and fast-growing global Traditional media peers lack proprietary addressable base for Vinyl’s combining media influence t
Slide 7: Divisional Overview
Divisional Overview
Slide 8: Publishing Division: Increasing content & viewership
Publishing Division: Increasing content & viewership Publishing Revenue Growth Vinyl Media launched in February 2025: ● Now operates 8 mastheads and manages the content and ad inventory for over 40 websites with multi-platform views up almost 250% since February launch ● Increased investment into hi
Slide 9: Publishing Division: Expanding media assets
Publishing Division: Expanding media assets Mastheads Ad Network 9
Slide 10: Vinyl Media: 6 Months Young
Vinyl Media: 6 Months Young A story of consolidation, strategic growth, and cultural impact. Vinyl Media launched Refinery29 & Concrete Mediaweek #1 in digital 7.8M inbox reach +26% social growth 95M+ social views Consolidating eight major titles into one Playground readership Daily newsletters launc
Slide 11: Platforms Division: Integrating diverse technology capabilities
Platforms Division: Integrating diverse technology capabilities Vinyl’s unique technology platforms include: Platform Revenue Growth ● Vampr, a social-professional network and talent marketplace with 1.6m creators across 190+ countries, supported by Jaxsta credit data ● Vinyl.com, a premier e-commer
Slide 12: Trend of the Year…
“Trend of the Year…” Apple in Apps of the Year Supported by Over 380+ data partners, including
Slide 13: Vinyl and Serenade
VINYL © SERENADE FUEL YOUR OBSESSION Bringing magic to music fans SPIN IT ON VINYL who are hungry for more §® Free Shipping e& Buy Now Pay Later oO} 50k+ Titles
Slide 14: Growth Strategy & Outlook
© 00-0 i Growth Strategy & Outlook gj G
Slide 15: Disruptive media-tech innovation
Disruptive media-tech innovation 15
Slide 16: Growth Strategy: Publishing
Growth Strategy: Publishing Increase Further Integrate Expand Content Output Media Assets Programmatic Ads Through AI ● Aggregate iconic music and ● Capture agency spend shifting ● Scale coverage across all next-gen culture titles to automation mastheads ● Acquire niche and international ● Improve m
Slide 17: Growth Strategy: Platforms
Growth Strategy: Platforms Minimise Customer Expand E-Commerce Drive Product-Led Acquisition Costs Product Range Growth ● Reduce payback period and ● Grow inventory into hardware ● Position Vampr as the go-to boost LTV & exclusives platform for collabs ● Drive growth via strategic ● Scale global ful
Slide 18: FY25 Financial Performance: Strong top line growth
FY25 Financial Performance: Strong top line growth Quarterly Revenue Key Highlights ● FY25 revenue up 190% to $14.4m ○ FY25 pro-forma revenue of $19.8m ● Q2 revenue is seasonally stronger with Xmas trading period ● Foundational assets for unique business model in place with four acquisitions in FY25
Slide 19: FY26: Reduced cash burn and focus on profitability
FY26: Reduced cash burn and focus on profitability ● Four consecutive quarters of strong revenue growth, Revenue and Operating Cash Burn incl. record revenue in Q1 of $4.9m, up 37% QoQ ● Disciplined approach to cost control, relentless focus on operational efficiency and structurally lower cost base ○
Slide 20: Upcoming catalysts
Upcoming catalysts Q1 FY26 Q2 FY26 1H FY26 2H FY26 FY26 & beyond Reduced operating cash Positive EBITDA Revenue growth Continued organic Global growth burn, through revenue quarter and validation of and acquisition potential growth and structurally scalability of growth lower cost base business mode
Slide 21: Experienced Board and Management Team
Experienced Board and Management Team Josh Simons Ken Gaunt Linda Jenkinson Victoria Nadalin Shelby Coleman CEO & Exec Director Non-Exec Chair NED Company Secretary Company Secretary Jorge Nigaglioni Batoul Peters Jessy Trengove Chris Lowe CFO CBO, Publishing CPO, Platforms Technical Director 21
Slide 22: Top Shareholders as of October 2025
Top 10 Shareholders as of 14 October 2025 Holder Name Holding % IC REALWISE GROUP HOLDINGS PTY 545,824,905 40.09% SONGTRADR INC 226,725,757 16.65% BNP PARIBAS NOMINEES PTY LTD 68,500,279 5.03% UBS NOMINEES PTY LTD 40,739,307 2.99% WILTSHIRE MEDIA PTY LTD 25,122,000 1.84% GUILDFORD HOLDINGS (AUST) PL
Slide 23: Thank you
Thank you For more information please contact investors@vinyl.group or Katie Mackenzie kmackenzie@belleviewir.com.au ASX: VNL 11 Wilson St, South Yarra, VIC, 3141 https://vinyl.group Awards this calendar year: