Omni Bridgeway Ltd · ASX:OBL
Omni Bridgeway — Shareholder Meeting (October 2025)
18 slides from Omni Bridgeway's shareholder meeting presentation, Oct 28, 2025
Slide 1: Chairman's and Managing Director's address to 2025 AGM
ASX Announcement 28 OCTOBER 2025 Chairman's and Managing Directors address and presentation to Shareholders at 2025 Annual General Meeting For personal use only In accordance with Listing Rule 3.13.3, please refer to the following attached documents: • PART ONE: Chairman’s address to the Annual Gene
Slide 2: Annual General Meeting 28 October 2025
For personal use only Annual General Meeting 28 October 2025
Slide 3: Chairman's Address
Chairman’s Address For personal use only Michael Green Non-Executive Director and Chairman Annual General Meeting | 28 October 2025
Slide 4: Highlights – Business performance
Highlights – Business performance For the 12 months ended 30 June 2025 Statutory accounts (IFRS) OBL-only (Non-IFRS) Per share metrics (IFRS) Total Income Total Income Total book value per share 1 For personal use only A$651.2m A$371.4m A$2.99 per share NPBT EBIT Net tangible book value per share 2
Slide 5: Address by Chairman, Michael Green
Address by Chairman 28 OCTOBER 2025 Address by Chairman, Michael Green 2025 AGM Ladies and gentlemen, Omni Bridgeway this transaction allowed us to fully today stands as a global leader in legal deleverage and significantly derisk our For personal use only finance, a position earned through the bala
Slide 6: Address by Chairman
Address by Chairman The legal finance industry continues to evolve, with consolidation and regulatory developments shaping the landscape. As my predecessor stated last year, legal finance is not an easy space to operate in, and it’s not open to just anyone. The business of funding legal claims requi
Slide 7: Raymond van Hulst, Managing Director & CEO
For personal use only Raymond van Hulst Managing Director & CEO Annual General Meeting | 28 October 2025
Slide 8: Highlights – Portfolio performance
Highlights – Portfolio performance For the 12 months ended 30 June 2025 Investments Realisations Assets under management (AUM) 4 Total proceeds For personal use only A$5.2bn A$555.5m Including A$320m from Fund 9 transaction 8 Portfolio fair value 5,6 Fair value conversion 9 A$3.6bn 103% A$0.7bn of O
Slide 9: Sustainability and positive impact
Sustainability and positive impact Access to justice Positive societal impact For personal use only A$1.55bn A$1.6bn committed to cases committed to cases that promote access that address significant to justice societal or ESG issues 72% 74% of our of our commitments commitments Annual General Meeti
Slide 10: Strategic focus
Strategic focus To further grow OBL as the leading, global and institutional-grade fund management platform for legal assets and finance Strategic objectives delivered 1 2 Growth drivers Capital For personal use only • Controlled and sustainable growth of the book, targeting on average • Commitment
Slide 11: Acknowledgements
For personal use only Acknowledgements Annual General Meeting | 28 October 2025
Slide 12: Address by Managing Director and CEO, Raymond van Hulst
Address by Managing Director and CEO 28 OCTOBER 2025 Address by Managing Director and CEO, Raymond van Hulst 2025 AGM For personal use only On behalf of Omni Bridgeway’s leadership • The due diligence conducted by Ares and team and our staff globally, I welcome you to their advisors for the transact
Slide 13: Address by Managing Director and CEO
Address by Managing Director and CEO Equity. During FY25, we have raised more than consumer groups to access the legal system A$500 million in new third-party capital via when they otherwise could not. Across our Fund 9, Funds 4/5 Series II and various sidecar current portfolio, including investment
Slide 14: Address by Managing Director and CEO
Address by Managing Director and CEO We remain committed to supporting balanced, sources, matching the risk-adjusted return equal and transparent supervision that profile of the expanded opportunity set, enables greater access to justice and protects and increasing capital flexibility in funding the
Slide 15: Address by Managing Director and CEO
Address by Managing Director and CEO I look forward to celebrating 40 years of OBL Thank you all for your invaluable support, history next year with all of you, which will patience, and confidence in our journey and allow us to showcase our track record over strategy. I look forward to engaging with
Slide 16: Footnotes
Footnotes 1 Refers to the IFRS net assets divided by the total number of ordinary shares. Note that Funds 6 and 8 are accounted at cost under IFRS. 2 Calculated as the net tangible assets (net assets excluding litigation investments - intangible assets, goodwill, litigation investments - claims port
Slide 17: Disclaimer
Disclaimer • This presentation contains certain forward-looking statements that can generally be identified using forward looking words such as, “expect”, “anticipate”, “likely”, “intend”, “should”, “could”, “may”, “predict”, “plan”, “propose”, “will”, “believe”, “forecast”, “estimate”, “target” and
Slide 18: Global office locations
Americas Asia-Pacific Europe, Middle East & Africa For personal use only Houston New York Montreal São Paulo Melbourne Hong Kong Amsterdam London Dubai +1 713 965 7919 +1 212 488 5331 +1 514 257 6971 +55 11 99960 9938 +61 3 9913 3301 +852 3978 2629 +31 70 338 4343 +44 203 968 6061 +971 4 514 4608 Ly