Euroz Hartleys Group Limited · ASX:EZL
Euroz Hartleys — Shareholder Meeting (November 2025)
15 slides from Euroz Hartleys's shareholder meeting presentation, Nov 24, 2025
Slide 1: AGM Presentation November 2025
For personal use only AGM Presentation November 2025
Slide 2: Disclaimer and disclosure
Disclaimer and disclosure For personal use only Euroz Hartleys Group Limited (ASX:EZL) and its related entities and each of their respective directors, officers and agents (together the Disclosers) have prepared the information contained in these materials in good faith. However, no warranty (expres
Slide 3: Western Australia's trusted financial services business
Western Australia’s trusted financial services business For personal use only 01. 02. 03. Western Australia's leading private Strategically located in the global Focus on growing both wealth, institutional and corporate resources hub of Western transactional and recurring finance business Australia
Slide 4: Euroz Hartleys Overview
Euroz Hartleys Overview Euroz Hartleys (ASX:EZL) is Western Australia’s largest private wealth, institutional and corporate finance business Diverse transactional and recurring revenues For personal use only Western Australia and metals and mining specialist HARTLEYS ACQUISITION OF MERGER WITH ESTAB
Slide 5: Corporate Overview
Corporate Overview Strong previous correlation with S&P/ASX Small Resources Index For personal use only 1 SHARE PRICE SHARES MARKET CASH & ENTERPRISE 1 1 ON ISSUE CAPITALISATION INVESTMENTS 1 DEBT 1 VALUE1 A$1.01 164.8m A$166.5m A$91.3m NIL A$75.2m Historical Share Price (Rebased) (A$) Share Registr
Slide 6: Growing & Diverse Revenue Streams
Growing & Diverse Revenue Streams Diversified revenue streams protect our business through all market conditions For personal use only Complimentary Business Wholesale v Private Wealth Revenue Composition • Our Wholesale and Private Wealth businesses are complimentary and support each other through
Slide 7: Wholesale
Wholesale The largest full-service research, institutional sales and corporate finance team in Perth A long-term partner… ~50.3% For personal use only 01. Long term partner and supporter of our clients ECM Repeat Business Since FY10 02. Mid-small-micro cap focus with ability to push up, and down, to
Slide 8: Private Wealth
Private Wealth Diversity in revenues is a key strength of our business Significant Recent Investment For personal use only Private Wealth Revenue1 Investment Research and Insights Improving adviser tools to manage multi asset portfolios and integrate inhouse research A stable and diverse mix of recu
Slide 9: Private Wealth: A large, diverse and experienced wealth management team
Private Wealth A large, diverse and experienced wealth management team A long-term financial partner… 58 For personal use only FY25 Private Wealth Revenue Breakdown Wealth Management Advisers Other (3%) With deep client relationships ECM (14%) Brokerage (42%) …facilitating access to a full spectrum
Slide 10: Funds Under Management (FUM)
Funds Under Management (FUM) The largest retail client network in Western Australia providing access to extensive family office, high net worth and retail investors For personal use only Aim to increase proportion of these recurring revenues over Modestly growing ~A$4.9b in FUM1 time Increased scale
Slide 11: AGM Trading Update Full Year result – FY25
AGM Trading Update Full Year result – FY25 For personal use only Improved start to current financial year FY25 REVENUE1 FY25 NPAT 1,3 ~$8.3m Unaudited NPAT to 31 October 2025 1 $98.7m $10.3m Brokerage revenue up 32.6% on PCP1 FY25 DIVIDENDS2 GROUP FUM4 ECM revenues up 19.9% on PCP1 5.5cps $4.45b 2 ~
Slide 12: Growth Strategy
Growth Strategy Our vision to be recognised as Western Australia’s leading financial services business is supported by our growth strategy in key operating segments For personal use only Business Manage costs through efficiencies and scale Continued investment in youth and succession Wholesale Impro
Slide 13: Euroz Hartleys Foundation
Euroz Hartleys For personal use only Foundation FUNDS DISTRIBUTED CHARITIES SUPPORTED The Euroz Hartleys Foundation was established in 2006 as a platform to support our consistent commitment to making a positive impact in the $4.4M+ 100+ Western Australian community. We believe in making a meaningfu
Slide 14: Euroz Hartleys Foundation: Commission for a Cause
Euroz Hartleys Foundation Commission for a Cause For personal use only Each year, we donate 100% of all brokerage generated on our “Commission for a Cause” day to worthy local charities. The June 2025 Commission for a Cause raised $309,000 for the Perth Children’s Hospital, Breast Cancer Care WA and
Slide 15: For personal use only
For personal use only Level 37, QV 1, 250 St Georges Terrace, Perth WA 6000 Telephone: +61 8 9268 2888 Email: info@eurozhartleys.com Facsimile: +61 8 9488 1477 Mailing Address: PO Box Z5036, Perth, WA 6831
Euroz Hartleys Group — Shareholder Meeting (November 2025) on 6ix