Pointsbet Holdings Ltd. · ASX:PBH
Pointsbet — H1 FY26 Earnings Presentation
17 slides from Pointsbet's earnings presentation, Feb 26, 2026
Slide 1: H1 FY26 Results Presentation
H1 FY26 : RESULTS PRESENTATION | February 2026 N B C U N I V E R S A L M E D I A P A R T N E R S H I P & F Y 2 0 R E S U L T S P R E S E N T A T I O N │ A U G U S T 2 0 2 0
Slide 2: Important Notice and Disclaimer
H1 FY26 RESULTS PRESENTATION FEB 2026 IMPORTANT NOTICE AND DISCLAIMER This document and any oral presentation accompanying it has been Therefore, there can be no assurance that such forecasts, forward Disclosures in this document, the accompanying presentation or any prepared in good faith, however,
Slide 3: Agenda
H1 FY26 RESULTS PRESENTATION FEB 2026 AGENDA GROUP AND GROUP FINANCIAL SEGMENT APPENDIX PERFORMANCE BUSINESS REVIEW 3
Slide 4: Successful Migration to MIXI Controlling Stake and Subsidiary
H1 FY26 RESULTS PRESENTATION FEB 2026 H1 FY26 SUCCESSFUL MIGRATION TO MIXI CONTROLLING STAKE AND SUBSIDIARY • MIXI transaction completed with MIXI Australia Pty Ltd, a wholly owned subsidiary of MIXI, Inc. (TSE: 2121) acquiring a 66.4% controlling stake in PointsBet • Board reconstituted under new o
Slide 5: Group H1 FY26 Trading and Financial Metrics
H1 FY26 RESULTS PRESENTATION FEB 2026 GROUP H1 FY26 TRADING AND FINANCIAL METRICS All figures in A$ H1 FY26 H1 FY25 PCP • H1 FY26 Normalised EBITDA4 result, up 2% vs PCP SPORTS Net Win1 $122.8m $124.3m (1%) • H1 Group Revenue2 of $129.3m, up 4% on the PCP BETTING iGAMING Net Win1 $17.2m $10.9m +58%
Slide 6: Australia H1 FY26 Trading and Financial Metrics
H1 FY26 RESULTS PRESENTATION FEB 2026 • Gained revenue share in a growing Sports market. AUSTRALIA H1 FY26 TRADING AND FINANCIAL METRICS Held revenue share in a flat Racing market • Racing Turnover1 actively suppressed – continued All figures in A$ H1 FY26 H1 FY25 PCP strengthening of compliance sta
Slide 7: Canada H1 FY26 Trading and Financial Metrics
H1 FY26 RESULTS PRESENTATION FEB 2026 CANADA H1 FY26 TRADING AND FINANCIAL METRICS • Revenue5 result of $24.4m, up 34% vs PCP • iGaming Net Win4 growth +58% - Turnover2 All figures in A$1 H1 FY26 H1 FY25 PCP and Gross Win3 Margin growth across all Turnover / Handle2 $109.2m $166.7m (35%) core game t
Slide 8: Agenda
H1 FY26 RESULTS PRESENTATION FEB 2026 AGENDA GROUP AND GROUP FINANCIAL SEGMENT APPENDIX PERFORMANCE BUSINESS REVIEW 8
Slide 9: Normalised Group Results Summary Continuing Operations
H1 FY26 RESULTS PRESENTATION FEB 2026 NORMALISED3 GROUP RESULTS SUMMARY CONTINUING OPERATIONS All amounts in A$m1 H1 FY26 H1 FY25 Revenue 129.3 124.4 REVENUE2 Cost of sales (65.1) (59.4) Revenue in H1 FY26 increased by 4% over the PCP GROSS PROFIT Gross profit 64.2 65.0 Gross profit margin of 49.6%,
Slide 10: Balance Sheet
H1 FY26 RESULTS PRESENTATION FEB 2026 BALANCE SHEET A$m1 31 Dec 2025 30 Jun 2025 CASH AND CASH EQUIVALENTS Cash and cash equivalents 2 26.1 40.2 At 31 December 2025, the Company had $8.9 million2 in corporate cash Right-of-use assets 1.7 1.5 Intangible assets 26.2 26.6 Other assets 8.0 4.9 Total ass
Slide 11: Cash Flows: Statutory
H1 FY26 RESULTS PRESENTATION FEB 2026 CASH FLOWS : STATUTORY A$m1 H1 FY26 H1 FY25 Cash flows from operating activities Receipts from customers (inclusive of GST) 139.9 135.1 Payments to suppliers and employees (inclusive of GST) (144.3) (138.1) (4.4) (3.0) At 31 December 2025, the Group had $8.7 mil
Slide 12: Agenda
H1 FY26 RESULTS PRESENTATION FEB 2026 AGENDA GROUP AND GROUP FINANCIAL SEGMENT APPENDIX PERFORMANCE BUSINESS REVIEW 12
Slide 13: Canada H1 FY26 Trading and Financial Metrics (C$)
H1 FY26 RESULTS PRESENTATION FEB 2026 CANADA H1 FY26 TRADING AND FINANCIAL METRICS (C$) All figures in C$ H1 FY26 H1 FY25 PCP Turnover / Handle1 $99.3m $152.4m (35%) Gross Win2 Margin % 10.2% 7.0% +3.2pp SPORTS Gross Win2 $10.2m $10.7m (5%) BETTING Net Win3 Margin % 6.6% 4.3% +2.3pp Net Win3 $6.6m $
Slide 14: Statutory Group Results Summary
H1 FY26 RESULTS PRESENTATION FEB 2026 STATUTORY GROUP RESULTS SUMMARY A$m1 H1 FY26 H1 FY25 Change (%) Australia Trading 104.9 106.2 (1%) Canada Trading 24.4 18.2 +34% Corporate - - Statutory Revenue2 129.3 124.4 +9% Australia Trading 7.1 10.7 Canada Trading (8.8) (12.2) Corporate (10.5) (4.4) Total
Slide 15: Statutory P&L
H1 FY26 RESULTS PRESENTATION FEB 2026 STATUTORY P&L A$m1 H1 FY26 H1 FY25 Revenue2 129.3 124.4 Cost of sales (65.1) (59.4) Gross profit 64.2 65.0 Other income (0.1) 0.2 Sales and marketing expense (34.8) (38.0) Employee benefits expense (25.4) (22.1) Product and technology expense (6.3) (6.3) Adminis
Slide 16: Statutory P&L Reconciliation
H1 FY26 RESULTS PRESENTATION FEB 2026 STATUTORY P&L RECONCILIATION A$m1 H1 FY26 3 Revenue 129.3 Cost of sales (65.1) Gross profit 64.2 Sales and marketing expense (34.8) Employee benefits expense (25.4) Product and technology expense (6.3) Administration and other expenses (9.8) Total operating expe
Slide 17: Reconciliation of Net Win to Revenue
H1 FY26 RESULTS PRESENTATION FEB 2026 RECONCILIATION OF NET WIN TO REVENUE A$m1 H1 FY26 Net Win (inclusive of Goods and Services Tax) 139.9 Deduction for Goods and Services Tax (10.5) Fair Value adjustments (0.1) Total Reported Revenue 129.3 1. Average AUD/CAD rate was 0.9082 for H1 FY26 and 0.9132