Ic Group Holdings Inc. · TSXV:ICGH
Ic — Investor Presentation (October 2026)
23 slides from Ic's investor presentation, Oct 1, 2026
Slide 1: Scaling a technology-led consumer engagement company
Scaling a technology-led consumer engagement company.
Slide 2: Forward-Looking Statements
LEGAL & DISCLAIMER Forward-Looking Statements Summary only. The complete disclaimer, risk factors and non-IFRS reconciliations are filed under the Company's profile on SEDAR+. Certain statements herein relating to IC Group Inc. (“IC Group” or the “Company”) constitute This presentation does not cons
Slide 3: A Consumer Engagement Company
WHAT WE DO A Consumer Engagement Company WHERE THE REVENUE COMES FROM* We help the world's leading brands turn audiences into customers and customers into fans. Creating the moments, delivering them at scale, IC Engage C$13.9M simplifying the complexities, and managing the risks behind it. Promotion
Slide 4: We turn audiences into customers — at scale
WHAT WE DO We turn audiences into customers — at scale. Brands use one segment, or all three together — across activation, messaging, and risk management. 1 IC ENGAGE 2 IC MOBILE 3 IC INSURANCE Turn audiences into active Reach every consumer, message by Underwrite the offers that drive customers mes
Slide 5: We own the stages where reach becomes revenue
THE B2C SALES FUNNEL We own the stages where reach becomes revenue. Ad tech drives top-of-funnel demand. IC Group owns the moments that turn reach into revenue — conversion, retention, and monetization. Ad Tech: reach IC Group: revenue IC GROUP vs. AD TECH AWARENESS Paid social, search, programmatic
Slide 6: Experienced leadership. Proven execution.
MANAGEMENT & BOARD Experienced leadership. Proven execution. Over 200 years of combined industry experience across public companies, capital markets, martech, and fintech. Duncan McCready Marc Caron John Penhale David Sasaki Chief Executive Officer Chief Information Officer Chief Financial Officer P
Slide 7: Tightly held ownership. Trading below 1x revenue
CAPITALIZATION OVERVIEW TSX-V: ICGH Tightly held ownership. Trading below 1x revenue. CAPITALIZATION SUMMARY* SHAREHOLDER OWNERSHIP Share price C$0.56 52-week range C$0.35 – C$0.74 Directors, officers & executives 53% Other insiders 14% Average daily volume 17.5K Employees & retail investors 33% Sha
Slide 8: Strong Tailwinds; A US$558B market growing 5x by 2034
SECTOR OVERVIEW Strong Tailwinds; A US$558B market growing 5x by 2034. Five shifts moving brand spend toward measurable, first-party engagement — exactly what we sell. GLOBAL MARTECH MARKET · US$ BILLIONS 19.93% CAGR US$2.9T 2,388 2,864 1,991 1,660 33.8% 1,384 North America share of 2025 market 1,15
Slide 9: Strong Q2 Growth
CONSOLIDATED PERFORMANCE – Q2 2026 Strong Q2 Growth 26% revenue growth in the second quarter, driven 97% organically, while sustaining recurring revenue and demonstrating improving operating leverage. Q2 FINANCIAL METRICS Q3 2025 Q4 2025 Q1 2026 Q2 2026 Revenue (C$M) 7.3 7.2 7.8 8.2 C$2.3M CASH POSI
Slide 10: Platform built. Model proven. Now scaling profitably.
MILESTONE AND CATALYSTS Platform built. Model proven. Now scaling profitably. Following three acquisitions and the renewal of a Fortune 50 anchor customer, the focus is on organic growth and margin expansion. 2024–2025 2026 2027 & beyond PLATFORM BUILT MARGIN & OPTIONALITY One company, assembled Org
Slide 11: Digital Engagement at Enterprise Scale
Digital Engagement at Enterprise Scale REVENUE MODEL Marketing Technologies Digital Promotions Social Media Incentives and Rewards Gamification Live Fan Engagement SELECT ENTERPRISE CUSTOMERS* SELECT TEAM CUSTOMERS* SECURITY & COMPLIANCE 1 0 0 + L I V E E V E N T OP E R AT OR S AC R OS S T H E F OL
Slide 12: Real-world programs.
CUSTOMER USE CASES Real-world programs. Programs that convert audiences into customers, build loyalty, and generate zero-party data. DRAFTKINGS HOCKEY CANADA 1 MICROSOFT 3 TREND-BASED PROMOTIONS 2 LIVE-EVENT ENGAGEMENT EMBEDDED BRAND EXPERIENCES Social Channels Customer Ecosystems Live Audiences Tre
Slide 13: Profitable growth. (IC Engage Q2 2026)
Q2 2026 PERFORMANCE Profitable growth. IC Engage — revenue, margin and operating income all expanding. C$3.3M C$2.5M NEAR-TERM FOCUS Revenue · +12% YoY Gross Profit · +23% YoY Grow the Live Network Expand across teams, venues and enterprise partners 75% 240% Win New Customers Grow the sales funnel a
Slide 14: Enterprise Messaging at National Scale
Enterprise Messaging at National Scale CUSTOMER EXAMPLES* REVENUE MODEL BRAND TRAFFIC THROUGH MESSAGING GATEWAY** THE ONLY *A selection of current or past clients of IC Group Holdings Inc. and its subsidiaries. **A selection of brands whose messaging is or has been processed through our gateway. Not
Slide 15: Where the messages go.
CUSTOMER USE CASES Where the messages go. Enterprise messaging that has to arrive — security, service and marketing traffic delivered at scale for large enterprise customers. SMS MMS RBM 1 Security & authentication 2 Notifications at scale 3 Marketing & promotions Two-factor and verification traffic
Slide 16: Growth at scale.
Q2 2026 PERFORMANCE Growth at scale. 25% organic growth on a 95%+ recurring revenue base. C$3.9M C$0.38M NEAR-TERM FOCUS Revenue · +25% YoY, fully organic Gross Profit Complete Gateway Migration Improve efficiency and enable new messaging channels 10% 95%+ Expand Margins Optimize pricing, channels a
Slide 17: Specialty Insurance for Live Events and Promotions
Specialty Insurance for Live Events and Promotions REVENUE MODEL Event Cancellation Crisis Management Terrorism Liability Prize Pools — Skills-Based Events Promotions and Incentives Contractual Bonus Niche, high-value coverages where underwriting complexity and regulatory requirements create barrier
Slide 18: Specialty coverage where standard markets will not go.
CUSTOMER USE CASES Specialty coverage where standard markets will not go. Cover for live events, high-value promotions and performance-based incentives. 1 LIVE EVENT COVERAGE 2 LIABILITY 3 PERFORMANCE INCENTIVES 4 PROMOTIONS Concerts to championships Athlete, crowd and venue risk Contractual bonus a
Slide 19: Fast growth, high margins.
Q2 2026 PERFORMANCE & GROWTH Fast growth, high margins. A specialty niche business built for live sports and entertainment. C$0.9M C$0.56M NEAR-TERM FOCUS Revenue · +147% YoY Gross Profit · +119% YoY Expand the Product Suite Grow offerings across sports, entertainment and live events 62% C$0.13M Inc
Slide 20: Four positions a competitor cannot simply buy.
COMPETITIVE POSITION Four positions a competitor cannot simply buy. Licences, carrier agreements, installed relationships and 30 years of delivery capability take years and regulators to assemble — and they are the reason our revenue recurs. GLOBAL DELIVERY INSTALLED FOOTPRINT CARRIER ACCESS UNDERWR
Slide 21: Alignment, Scalable Growth & Recurring Revenue
WHY INVEST Alignment, Scalable Growth & Recurring Revenue 53% 3 ~67% Insider alignment Ways to earn per customer Recurring revenue Held by directors, officers and executives — Create, deliver and protect — one customer Recurring revenue remained strong in Q2. management invested alongside shareholde
Slide 22: Let's talk.
Let's talk. Duncan McCready T : (204) 487-5000 E : Duncan.McCready@icgroupinc.com Deborah Honig T : (647) 203.8793 E : deborah@adcap.ca TSXV: ICGH · icgroupinc.com 22 / 23
Slide 23: Non-IFRS Measures & Confidentiality
APPENDIX Non-IFRS Measures & Confidentiality Adjusted EBITDA and Annual Recurring Revenue are referenced throughout this presentation. Non-IFRS financial measures Confidentiality & statutory rights Adjusted EBITDA and Annual Recurring Revenue are not measures with any standardized This presentation
IC Group Holdings — Investor Presentation (October 2026) on 6ix