Gumtree Australia Markets Limited · ASX:GUM

Gumtree Australia Markets — H1 FY26 Earnings Presentation

17 slides from Gumtree Australia Markets's earnings presentation, Feb 27, 2026

  1. Slide 1: Gumtree Australia Markets Limited H1 FY26 presentation

    Gumtree Australia Markets Limited H1 FY26 presentation February 2026 1

  2. Slide 2: Disclaimer

    Disclaimer The material in this presentation has been prepared by Gumtree Australia Markets Limited (“Company”). This presentation may not be reproduced, redistributed or passed on, directly or indirectly, to any other person, or published, in whole or in part, for any purpose without prior written

  3. Slide 3: Outline

    Outline Overview of Company 01. A powerful motors & lifestyle network H1 FY26 Financial Highlights 02. Growth in underlying profitability Transactional and User Experience initiatives 03. Strong improvement in user experience and roll-out new Transactional features 3

  4. Slide 4: Horizontal marketplace with key verticals

    01. Overview Company Horizontal marketplace with key verticals • Gumtree, Carsguide and Autotrader (the ‘Gumtree Group’) is an integrated marketplace ecosystem with highly complementary brands. The Company has a key focus on selected verticals, being Cars, Pets, Jobs and Real Estate. • Total Group r

  5. Slide 5: Gumtree Group reaches an audience of more than 4m on average each month

    01. Overview Company Gumtree Group reaches an audience of more than 4m on average each month Audience (unique)[1] 3.4M 4.3M 5.3M 6.6M 6.9M 8.0M 9.6M 12.3M ACM[2] Gumtree Group[2] SBS Daily Mail SMH 7News Nine News (GT / CG / AT) sbs.com.au dailymail.co.uk smh.com.au 7news.com.au nine.com.au news.com

  6. Slide 6: Gumtree Motors: three Australian market leading brands

    01. Overview Company Gumtree Motors: three Australian market leading brands We have a strong consumer reach… C2C led motors marketplace Leaders in editorial engagement Scaled motors marketplace • Leveraging the reach of • Largest, most visited and • Dedicated marketplace for Gumtree to connect most

  7. Slide 7: Carsguide's audience is viewing 4x the number of pages compared to similar auto websites

    01. Overview Company Carsguide's audience is viewing 4x the number of pages compared to other similar auto websites* 30 Avg. Browser Pageviews Per Person CARSGUIDE Limited Scale Scale & Connection 15 Limited Scale & Depth Limited Depth CAREXPERT DRIVE WHICHCAR 0 1.3m 2.6m Audience (reach) Source: Ip

  8. Slide 8: People are spending more minutes on Carsguide than other similar auto websites

    01. Overview Company People are spending almost 2 minutes more on Carsguide than other similar auto websites* 7 6.6 6.3 6 5.7 5.3 5.3 5.1 5 Avg. Minutes Per Person 4 Carsguide Drive 3 CarExpert Whichcar 2 1 0 Aug-25 Sep-25 Oct-25 Nov-25 Dec-25 Jan-26 Source: Ipsos iris Online Measurement Service, Au

  9. Slide 9: Partnership with ACM – increasing total online audience to 6.7m

    01. Overview Company Partnership with ACM – increasing total online audience to 6.7m [Monthly special with Carsguide wrap – first edition early December 25] • Gumtree Group & ACM reach a combined online audience of 6.7 million Australians on average each month* • Each Saturday CarsGuide reaches 367,

  10. Slide 10: Key financial highlights H1 FY26

    02. Financial Highlights Key financial highlights H1 FY26 1.  Total Revenue at $35.2m (down 7% versus prior year)  Group EBITDA (excluding discontinued operations) of $3.9m (up 23% on $3.2m prior year) 2.  Total overhead costs decreased materially after streamlining head office operations 3.  Ne

  11. Slide 11: Total revenue behind, but double-digit EBITDA growth in H1 FY26

    02. Financial Highlights Whilst total revenue is behind, the Company reported double-digit EBITDA growth in H1 FY26 up to $3.9m Total revenue ($ M) Group EBITDA ($ M) 23% 7% 37.9 3.9 35.2 3.2 HY2025 HY2026 HY2025 HY2026 Total revenue Group EBITDA • Revenue decrease mainly from softness in advertisin

  12. Slide 12: Profit before tax increased significantly after streamlining and right-sizing operations

    02. Financial Highlights Profit before tax increased significantly in H1 FY26 after successfully streamlining and right-sizing operations Head office costs ($ K) Profit before Tax ($ M) $1,310k $1,050k 2,786% Fees & Salaries Profit before Tax -330K Audit & Tax -665K Insurance Legal -329K Other 1.4 -

  13. Slide 13: Overall Gumtree Pay adoption is growing

    03. Transactional & UX Overall Gumtree Pay adoption is growing Transactional updates • In H1 FY26 Gumtree Group rolled out additional features for its Gumtree Pay solution (supported by Adyen’s leading technology), making buying and selling safer, simpler and more convenient. • Two important milesto

  14. Slide 14: Strong reduction in fraud and scam on the platform

    03. Transactional & UX Strong reduction in fraud and scam on the platform by successfully rolling out multiple security initiatives… Key safety improvements • Introduction of 2FA, with Australian only mobile numbers • Integrated a bank grade, AI driven fraud detection solution • Automated first leve

  15. Slide 15: Higher user ratings in App stores and on Trustpilot

    03. Transactional & UX …is resulting in higher user ratings in App stores as well as on Trustpilot Android App iOS App Positive reviews (green bars) and overall rating (blue line) have shown an improvement 5.0 Trustpilot review 4.4 4.0 3.0 2.0 1.7 1.0 Trustpilot score 0.0 1/11/2025 1/12/2025 1/01/20

  16. Slide 16: Appendix

    APPENDIX 16

  17. Slide 17: Successful corporate transformation

    Successful corporate transformation 2010 Gumtree becomes Australia’s #1 local marketplace 2000 - 2005 2005 2007 Gumtree founded eBay acquires Gumtree launches Oct 2022 and expands to 31 global Gumtree in Australia 2020 Gumtree acquires The Market Ltd cities internationally business (rebranded to Gum

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