Ic Group Holdings Inc. · TSXV:ICGH
Ic — Q1 2026 Earnings Presentation
17 slides from Ic's earnings presentation, May 28, 2026
Slide 1: Q1 2026
IC GRO UP - CONFIDENTIAL May 28, 2026 Q1 2026 Duncan McCready, CEO and Director John Penhale, CFO
Slide 2: Forward Looking Statements Disclaimer
Forward Looking Statements Disclaimer Certain statements herein relating to IC Group Inc. (“IC Group” or the “Company”) constitute This presentation does not constitute an offer to sell or the solicitation of an offer to buy and “forward-looking statements”, within the meaning of applicable securiti
Slide 3: We engage consumer audiences at scale
“We engage consumer Duncan McCready, CEO and Director audiences at scale driving commerce and data for brands and 90+ professional sports teams.” STRICTLY CONFIDENTIAL 3
Slide 4: Q1 Strong YoY Growth
Q1 Strong YoY Trailing 12 Months 3-month Period Growth Ending March 31, 2026 Q2 2025 to Q1 2026 $7.8 million Total Revenue 29% $28.6 M Q1 2026 vs Q1 2025 Revenue Performance $3.3 million 22% Gross Profit (43% of Revenue) $9.1 M Q1 2026 vs Q1 2025 Gross Profit 300% $0.67 million 43% Adjustment EBITDA
Slide 5: Q1 2026 Key Performance Indicators
Q1 2026 Key Performance Indicators Q1 Investor Metrics 29% revenue growth in the first quarter, driven almost entirely organically, while expanding recurring revenue and demonstrating clear operating leverage $3.4 M CASH POSITION March 31, 2026 Q2 Q3 Q4 Q1 Revenue ($M) 6.5 7.3 7.2 7.8 300% IMPROVEME
Slide 6: Building a Diversified, Integrated Consumer Engagement Platform
Building a Diversified, Integrated Consumer Engagement Platform Digital Promotions Mobile Messaging Insurance Solutions STRICTLY CONFIDENTIAL 6
Slide 7: Digital Engagement Revenue Model
SELECT ENTERPRISE CUSTOMERS* Digital Engagement SELECT TEAM CUSTOMERS* • Marketing Technologies Toronto Blue Jays Orlando Magic • Digital Promotions Atlanta Falcons Winnipeg Jets • Social Media • Incentives and Rewards • Gamification 90+ LIVE EVENT OPERATORS ACROSS THE FOLLOWING LEAGUES** Revenue Mo
Slide 8: Digital Engagement Q1 2026 Performance
Q1 2026 PERFORMANCE Trailing 12 Months • $3.7M Revenue Q2 2025 to Q1 2026 • +36% YoY Growth • $2.44M Gross Profit $13.5 M • 66% Gross Margin Revenue Performance $9.1 M NEAR-TERM FOCUS Gross Profit • Expand platform reach across live event ecosystem. • Increase customer and brand utilization. 68% • C
Slide 9: Mobile Messaging Revenue Model
CUSTOMER EXAMPLES* Mobile Messaging BRAND TRAFFIC THRU MESSAGING GATEWAY** • 1 of only 3 Aggregators in Canada • Billions of Messages Annually Delivering: • Security Authentication • Notifications and Transactions • Marketing and Promotions Revenue Model • Messaging Traffic Fees • Professional Servi
Slide 10: Mobile Messaging Q1 2026 Performance
Q1 2026 PERFORMANCE Trailing 12 Months • $3.5 M Revenue Q2 2025 to Q1 2026 • +27% YoY Growth • $0.61 M Gross Profit $14.6 M • 17% Gross Margin Revenue Performance NEAR-TERM FOCUS $2.7 M • Expand high-volume messaging traffic Gross Profit • Improve margin profile through new messaging channels, prici
Slide 11: Specialty Insurance Revenue Model
BRANDS* Specialty Insurance • Event Cancellation • Prize Pools – Skills Based Events • Crisis Management • Promotions & Incentives • Terrorism • Contractual Bonus • Liability Revenue Model • Transactional • Services & Professional Fees • Profit Commissions *The brand logos shown represent a selectio
Slide 12: Specialty Insurance Q1 2026 Performance
Q1 2026 PERFORMANCE Trailing 12 Months • $0.46 M Revenue Q2 2025 to Q1 2026 • $0.26M Gross Profit • 56% Gross Margin $2.0 M Revenue Performance NEAR-TERM FOCUS $1.3 M • Expand product suite across sports, entertainment, and live Gross Profit events • Increase recurring revenue through new products.
Slide 13: Cap Table
Cap Table* Total Shares Outstanding 41.2M Directors, Officers, Executives 53% Other Insiders 14% Employees & Retail Investors 33% * Estimates only. Go to SEDAR+ for full disclosure. STRICTLY CONFIDENTIAL 13
Slide 14: Milestones & Catalyst
Milestones & Catalyst 2024–2025 Story For 2026 2027 And Beyond Mobile Scale & Product Re-Rating & Executed Milestones Expansion Strategic Optionality • Transitioned to a public company (TSXV) – Feb 21, • Expansion of messaging channels improving • Stable, recurring enterprise revenue base 2025. reve
Slide 15: Why Invest?
Why Invest? Duncan McCready, CEO and Director • Enterprise-Grade, Global Customers • Strong, Consistent Revenue Growth • 68% ARR Providing Visibility to Future Performance • Diversified, Scalable Business Model • Attractive Entry Valuation STRICTLY CONFIDENTIAL 15
Slide 16: Let's Connect
Let’s Connect Duncan McCready, CEO Glen Nelson, IR & Comms Duncan.McCready@icgroupinc.com Glen.Nelson@icgroupinc.com STRICTLY CONFIDENTIAL 16
Slide 17: Disclaimer & Confidentiality Notice & Statutory Rights of Action
Disclaimer & Confidentiality Notice & Statutory Rights of Action Disclaimer & Confidentiality Notice Statutory Rights of Action (Canada) This presentation (“Presentation”) has been prepared by IC Group Holdings Inc. (TSXV: ICGH) (the All information is provided as of October 29, 2025, and the Compan