Rent.com.au Ltd · ASX:RNT
Rent.com.au — Investor Presentation (September 2025)
17 slides from Rent.com.au's investor presentation, Sep 4, 2025
Slide 1: Investor Update September 2025
o~ rent.com.au INVESTOR UPDATE & SEPTEMBER 2025 ASX: RNT
Slide 2: Important Information and Disclaimers
ont rent.com.au IMPORTANT INFORMATION AND DISCLAIMERS These presentation materials and the accompanying verbal presentation (together, the Presentation Materials) have been prepared by Rent.com.au Limited (the Company) as at ‘+ September 2025, and statements are current only as at that date. Informa
Slide 3: Board of Directors and Management Team
BOARD OF DIRECTORS SAM MCDONAGH EXECUTIVE CHAIRMAN GARRY GARSIDE S PHIL WARREN = 20+ years of experience in senior management roles including Airbnb, eBay, Swimply and iiNet. = Non-Executive Director of Tiimely Homeloans. = MAICD, Chartered Accountant and experienced marketer with extensive experien
Slide 4: Corporate Information
CORPORATE INFORMATION Ordinary Shares Share price at 25 August 2025 $0.040 Ordinary Shares on issue 959,557,111 MARKET CAPITALISATION $38.4M Cash on hand $2.4M Senior Secured Debt Facility (net balance owing)“ ($0.1M) ENTERPRISE VALUE $35.9M Other @) Exercise Vest Expiry Number Remuneration Rights (
Slide 5: We provide renters with the smartest way to search, pay and save
We provide renters with the smartest way to search, pay and save, becoming the destination of choice for Australia’s renters — a huge, underserved audience.
Slide 6: Australia's $85B Rental Economy
AUSTRALIA’S $85B RENTAL ECONOMY réfit.com.au Renters are a fast-growing segment, dominated by tech-savvy young people looking for a better solution. % of POPULATION RENTING 60% of UNDER-35s RENT MASSIVE ADDRESSABLE MARKET 47% 44% 42% $85 in annual rent paid UK 2006 2011 2016 2021 USA = Renting | Own
Slide 7: Our Business Model
OUR BUSINESS MODEL rénit.com.au Creating valuable, long-term customers from our renter base. LOOKING APPLYING MOVING RENTING RECURRING REVENUE réntbond “=~ rentpay + insurance + savings YS + other services. a /
Slide 8: RentBond
o~ rent.com.au RENTBOND®
Slide 9: Solving the Rental Bond Gap
Solving the Rental Bond Gap Renters often need to pay a new bond before getting their old one back — RentBond® bridges that gap FREE for 21 days* RentBond is ideal for renters waiting on their bond refund from a previous property. Simply pay back the full loan amount within 21 days and you won’t pay
Slide 10: RentBond Roll-out: Accelerating Growth
RENTBOND* ROLL-OUT: Accelerating growth réfit.com.au RENTBOND REVENUE OPPORTUNITY* FUNDING $1,400 * $10m facility secured — $1.6m drawn in first 2 months. 1-200) $1,000 * Experienced funder team advising + flexible 18 mth term. $800 \ 6x $600 0 Gatien 36-month overflow facility via Fair Go to manage
Slide 11: RentBond Growth Opportunities
1. Baseline & Future Impact ~4,000 monthly applications, self-funding model = up to 6x revenue per loan. 3. Product Extensions Cross-sell into RentPay and RentConnect. Develop landlord ‘rent- smoothing’ and renter BNPL solutions + insurance etc RENTBOND® GROWTH OPPORTUNITIES 2. Growing Our Base Opti
Slide 12: RentPay
RENTPAY mG
Slide 13: Why Renters Choose RentPay
WHY RENTERS CHOOSE RENTPAY réfit.com.au PAY MORE WAYS AND EARN CASHBACK AND BUILD CREDIT WITH ON THEIR TERMS REWARDS SCOREBUILDER Flexible payment options Everyday savings for renters Improves financial health S Renters choose how & when to pay, agents ¥ Cashback from 140+ national retailers. v Rent
Slide 14: RentPay Solves Key Agent Pain Points
RENTPAY SOLVES KEY AGENT PAIN POINTS FAST RECEIPTING AND NO DISHONOURS 100% cleared funds, batch receipting ¥ Saves property managers hours per week. ¥ Compatible with all major trust systems, comprehensive integrations available. NO CHASING PAYMENTS AND LOWER ARREARS Auto-scheduling + payment alert
Slide 15: Making Good Progress, Building Consistency
‘MAKING GOOD PROGRESS, BUILDING CONSISTENCY ACTIVE CUSTOMERS RENTPAY ARPUt RENTPAY ARR* $7.06 $1,108k 12,811 $6.22 8,133 45% 29% $629k 79% CAGR $4.22 CAGR CAGR 6,066 L [ - Fy23 Fy24 FY25 Fy23 Fy24 Fy25 Fy23 Fy24 Fy25 Recurring model compounding - now with RentBond adding recurring revenue, accelerat
Slide 16: Our Targets
OUR TARGETS rénit.com.au RECURRING REVENUE PROFITABILITY Double monthly Revenue Positive Group EBITDA >70% Recurring Revenue within 18 months by Q2 FY27 by Q4 FY26 Up to 6x revenue per loan from new RentBond® model + 53% RentPay growth (FY25 vs FY24). Recurring revenues from RentBond®, RentPay, data
Slide 17: Thank You
o~ rent.com.au THANK YOU Investor Enquiries: Jan Ferreira Rent.com.au janf@rent.com.au Stephen Moloney Corporate Storytime stephen@corporatestorytime.com (08) 6145 2609 +61 (0)403 222 052 0 V i