Slide 1: 2025 Annual General Meeting CEO/MD Presentation
13 November 2025 2025 Annual General Meeting CEO/MD Presentation Superloop Limited (ASX:SLC) (Superloop) provides the attached Managing Director / Chief Executive Officer presentation which will be delivered today at 2.00 p.m. AEDT at the Superloop 2025 Annual General Meeting. ENDS Authorised for re
Slide 2: Annual General Meeting 2025
Annual General Meeting 2025. Superloop Limited (ASX:SLC) Thursday, 13 November 2025
Slide 3: Disclaimer
Disclaimer. No reliance No offer to acquire Superloop shares To the maximum extent permitted by law, the information contained in this presentation is given The information in this presentation is not an offer or recommendation to purchase or subscribe for without any liability whatsoever being acce
Slide 4: Board of Directors
Board of Directors. Today's Presenters Peter O’Connell Paul Tyler Helen Livesey Vivian Stewart Independent Chair & CEO & Managing Director Independent Non-Executive Independent Non-Executive Director Non-Executive Director Director Richard Anthony (Tony) Clark Alexander (Drew) Kelton Gareth Turner A
Slide 5: Agenda
Agenda. 1 2 3 Chair CEO/MD Address Formal Address Business FY25 Review FY26 Trading Update FY26 Summary & Guidance 4 2025 AGM | Superloop Limited
Slide 6: CEO/MD Address
CEO/MD Address. Paul Tyler Chair Address MD/CEO Address FY25 Review FY26 Trading Update FY26 Summary & Guidance Formal Business 2025 AGM | Superloop Limited
Slide 7: FY25 Review
FY25 Review. Chair Address MD/CEO Address: FY25 Review FY26 Trading Update FY26 Summary & Guidance Formal Business 2025 AGM | Superloop Limited
Slide 8: FY25 Performance Highlights
FY25 Performance Highlights. Underlying Net Profit Gross Operating Customers 1 Revenue EBITDA2 Cash Flow3 After Tax 731k $546m $92.2m $1.2m $88.0m 60% 31% 70% $16m 95% Conversion Com parisons in this presentation are to FY24 unless otherwis e stated 1 Refer appendices for further details on categori
Slide 9: Exceptional performance across all key metrics in FY25
Exceptional performance across all key metrics in FY25. Substantial growth in Customers, Revenue and Underlying EBITDA. NPAT Positive reached one year earlier than Plan, five years from commencement of turnaround Customers1 (k) Revenue ($m) 730.8 546.5 416.6 455.4 323.5 368.3 249.7 241.0 Jun-22 Jun-
Slide 10: Substantial nbn market share gains, up 2.8% to 6.7%
Substantial nbn market share gains, up 2.8% to 6.7% 1. Record Group nbn net adds of 243k in year to 30 June 2025. Challenger market share continuing to increase Group nbn net adds for 12 months ending 30 June 2025 1 nbn Challenger Market Share and Superloop Share 1 +243k Size of 6.7% Australian nbn
Slide 11: Our approach to ESG
Our approach to ESG. Integrating ESG principles across the business Maintain a solid Our ESG 1 2 3 Reduce our Use our influence foundation for Framework environmental impact for good sustainable growth Environmental Social Governance • Program in place to prepare for new • General Performance Rights
Slide 12: FY26 Trading Update
FY26 Trading Update. Chair Address MD/CEO Address : FY25 Review FY26 Trading Update FY26 Summary & Guidance Formal Business 2025 AGM | Superloop Limited
Slide 13: Trading Update Highlights: Customers
Trading Update. HIGHLIGHTS Customers Consumer added 26k new customers in Q1. 800 Post nbn speed bestowal, encouraging momentum 700 with 33k FYTD1. Superloop continues to win strong 600 market share in high-speed plans. 500 Customers (k) 400 300 Business customers increased 3k in Q1, with a further 2
Slide 14: Highlights
Highlights. New Loan facility Acquired Frontier Networks Strong sales performance with 10,500 contracted FTTP lots in Smart Communities Refinancing completed with new $300m facility • Acquisition of Frontier Networks completed • New contract wins of 10k lots 1 to 11 31 October 2025 for $11.5m Novemb
Slide 15: FY26 Summary & Guidance
FY26 Summary & Guidance. Chair Address MD/CEO Address: FY25 Review FY26 Trading Update FY26 Summary & Guidance Formal Business 2025 AGM | Superloop Limited
Slide 16: "Double Down" Progress
“DOUBLE DOWN“ PROGRESS Double Down Revenue run-rate Jun-26: strategy on track FY25: On Track $700m1 with exceptional Underlying EBITDA 3 run-rate Jun-26: organic growth FY25: On Track Mid-high teens %2 to date. NPATA >$0 100% Net Profit after Tax >$0 100% 1 June 2026 monthly Revenue, annualised 2 Ju
Slide 17: FY26 Guidance
FY26 Guidance. Pathway to 18%-27% Underlying EBITDA 1 gro wth FY26 FY25 Guidance Range: Guidance Actual $109m - $117m Underlying EBITDA1 $109m - $117m $92.2m +27% Capex $32m - $35m $28.4m (excluding IRU) +18% COMMENTARY $92.2m ($2.0m) • FY26 Underlying EBITDA1 of $109 - $117m representing 18% - 27%
Slide 18: Appendices
Appendices. Chair Address MD/CEO Address FY25 Review FY26 Trading Update FY26 Summary & Guidance Formal Business 2025 AGM | Superloop Limited
Slide 19: FY25 Reported to Underlying NPAT
FY25 Reported to Underlying NPAT. Share Based Amortisation FY25 Origin Share Restructuring Transaction Acquisition Non-recurring FY25 $m Consideration Payments - Costs Costs Consideration of Acquired tax items1 Reported Employees Intangibles Underlying Revenue 546.46 3.68 550.14 Direct Costs (356.84
Slide 20: FY26 NPAT Commentary
FY26 NPAT Commentary. Share Based Amortisation FY26 Origin Share Restructuring Transaction FY26 $m Payments - of Acquired 1 Origin Share Consideration of approximately $6m is expected Reported Consideration Costs Costs Underlying Employees Intangibles to be recognised in FY26, relating to the shares
Slide 21: FY25 Reported to Underlying Wholesale GM
FY25 Reported to Underlying Wholesale GM. FY25 Origin Share-Based $m FY24 Reported Underlying Consideration1 Revenue 48.03 77.92 3.68 81.60 Direct Costs (19.44) (30.28) (30.28) GROSS MARGIN 28.59 47.64 3.68 51.32 Gross Margin % 59.5% ` 61.1% 62.9% 1 Origin Share-Based Consideration is the non-cash a
Slide 22: Appendix: Customer number
Consumer Unique customers on various access technologies such as nbn , Superloop Fixed Wireless and mobile. A single customer with multiple services (such as broadband, VoiP and mobile) only counts as a single customer. Business Unique end business locations on various access technologies such as Su
Slide 23: Thank you
Thank you. Superloop Limited investor@superloop.com https://investors.superloop.com