Pointsbet Holdings Ltd. · ASX:PBH
Pointsbet — Investor Presentation (May 2026)
18 slides from Pointsbet's investor presentation, May 15, 2026
Slide 1: FY26 Results Presentation | May 2026
FY26 : RESULTS PRESENTATION | May 2026 N B C U N I V E R S A L M E D I A P A R T N E R S H I P & F Y 2 0 R E S U L T S P R E S E N T A T I O N │ A U G U S T 2 0 2 0
Slide 2: Important Notice and Disclaimer
FY26 RESULTS PRESENTATION MAY 2026 IMPORTANT NOTICE AND DISCLAIMER This document and any oral presentation accompanying it has been Therefore, there can be no assurance that such forecasts, forward Disclosures in this document, the accompanying presentation or any prepared in good faith, however, no
Slide 3: Agenda
FY26 RESULTS PRESENTATION MAY 2026 AGENDA GROUP AND GROUP FINANCIAL SEGMENT APPENDIX PERFORMANCE BUSINESS REVIEW 3
Slide 4: Successful Migration to MIXI Controlling Stake and Subsidiary
FY26 RESULTS PRESENTATION MAY 2026 FY26 SUCCESSFUL MIGRATION TO MIXI CONTROLLING STAKE AND SUBSIDIARY • MIXI transaction completed with MIXI Australia Pty Ltd, a wholly owned subsidiary of MIXI, Inc. (TSE: 2121) acquiring a 66.4% controlling stake in PointsBet • Board reconstituted under new ownersh
Slide 5: Group FY26 Trading and Financial Metrics
FY26 RESULTS PRESENTATION MAY 2026 GROUP FY26 TRADING AND FINANCIAL METRICS FY26 FY25 All figures in A$ PCP • FY26 Normalised EBITDA4 result, down ($2.0m) (9 Months)6 (9 Months)6 vs PCP SPORTS Net Win1 $178.4m $185.9m (4%) BETTING • Group Revenue2 of $186.6m, down 1% on the PCP iGAMING Net Win1 $23.
Slide 6: Australia FY26 Trading and Financial Metrics
FY26 RESULTS PRESENTATION MAY 2026 AUSTRALIA FY26 TRADING AND FINANCIAL METRICS FY26 FY25 All figures in A$ PCP (9 Months)7 (9 Months)7 Turnover / Handle1 $1,690.7m $1,715.1m (1%) • Overall Turnover flat Gross • Racing soft. Strong growth in Sports 13.3% 13.3% +0.0pp Win2 Margin % SPORTS • Gross Win
Slide 7: Australia Making Deliberate Choices in FY26 to Position for Growth from FY27 Onwards
FY26 RESULTS PRESENTATION MAY 2026 AUSTRALIA MAKING DELIBERATE CHOICES IN FY26 TO POSITION FOR GROWTH FROM FY27 ONWARDS • In addition to impacts of the NSER, PointsBet have made deliberate choices to operate compliance settings above industry benchmark • Combined impact leads to softness in Racing T
Slide 8: Canada FY26 Trading and Financial Metrics
FY26 RESULTS PRESENTATION MAY 2026 CANADA FY26 TRADING AND FINANCIAL METRICS • Revenue5 result of $34.6m, up 13% vs PCP FY26 FY25 All figures in A$1 PCP (9 Months)8 (9 Months)8 • iGaming Net Win4 growth +28% - Turnover2 and Turnover / Handle2 $161.5m $264.4m (39%) Gross Win3 Margin growth across all
Slide 9: Agenda
FY26 RESULTS PRESENTATION MAY 2026 AGENDA GROUP AND GROUP FINANCIAL SEGMENT APPENDIX PERFORMANCE BUSINESS REVIEW 9
Slide 10: Normalised Group Results Summary Continuing Operations
FY26 RESULTS PRESENTATION MAY 2026 NORMALISED3 GROUP RESULTS SUMMARY CONTINUING OPERATIONS FY26 FY25 All amounts in A$m1 9 months4 12 months4 Revenue 186.6 261.4 Cost of sales (93.0) (124.4) Gross profit 93.6 137.0 Gross profit margin 50.2% 52.4% Sales and marketing expense (49.2) (62.5) Employee be
Slide 11: Balance Sheet
FY26 RESULTS PRESENTATION MAY 2026 BALANCE SHEET FY26 FY25 A$m1 CASH AND CASH EQUIVALENTS 31 March 2026 30 June 2025 At 31 March 2026, the Company had $4.7 million in corporate cash Cash and cash equivalents 2 23.0 40.2 Right-of-use assets 1.4 1.5 Intangible assets 23.9 26.6 Other assets 6.8 4.9 Tot
Slide 12: Cash Flows: Statutory
FY26 RESULTS PRESENTATION MAY 2026 CASH FLOWS : STATUTORY FY26 FY25 A$m1 9 months3 12 months3 Cash flows from operating activities Receipts from customers (inclusive of GST) 201.9 283.6 Payments to suppliers and employees (inclusive of GST) (209.3) (270.3) As at 31 March 2026, the Group had a cash b
Slide 13: Agenda
FY26 RESULTS PRESENTATION MAY 2026 AGENDA GROUP AND GROUP FINANCIAL SEGMENT APPENDIX PERFORMANCE BUSINESS REVIEW 13
Slide 14: Canada FY26 Trading and Financial Metrics (C$)
FY26 RESULTS PRESENTATION MAY 2026 CANADA FY26 TRADING AND FINANCIAL METRICS (C$) FY26 FY25 All figures in C$ PCP (9 Months)7 (9 Months)7 Turnover / Handle1 $149.2m $240.3m (38%) Gross Win2 Margin % 10.4% 7.0% +3.4pp SPORTS Gross Win2 $15.5m $16.9m (8%) BETTING Net Win3 Margin % 6.9% 4.6% +2.3pp Net
Slide 15: Statutory Group Results Summary
FY26 RESULTS PRESENTATION MAY 2026 STATUTORY GROUP RESULTS SUMMARY FY26 FY25 A$m1 Change (%) 9 months3 12 months3 Australia Trading 152.0 218.5 (30%) Canada Trading 34.6 42.9 (19%) Corporate - - Statutory Revenue2 186.6 261.4 (29%) Australia Trading 14.2 31.2 Canada Trading (14.0) (14.3) Corporate (
Slide 16: Statutory P&L
FY26 RESULTS PRESENTATION MAY 2026 STATUTORY P&L FY26 FY25 A$m1 9 months3 12 months3 Revenue2 186.6 261.4 Cost of sales (93.0) (124.4) Gross profit 93.6 137.0 Other income 0.0 0.0 Sales and marketing expense (49.2) (62.5) Employee benefits expense (32.7) (46.4) Product and technology expense (9.5) (
Slide 17: Statutory P&L Reconciliation
FY26 RESULTS PRESENTATION MAY 2026 STATUTORY P&L RECONCILIATION FY26 A$m1 9 months4 Revenue3 186.6 Cost of sales (93.0) Gross profit 93.6 Sales and marketing expense (49.2) Employee benefits expense (32.7) Product and technology expense (9.5) Administration and other expenses (13.8) Total operating
Slide 18: Reconciliation of Net Win to Revenue
FY26 RESULTS PRESENTATION MAY 2026 RECONCILIATION OF NET WIN TO REVENUE FY26 A$m1 9 months2 Net Win (inclusive of Goods and Services Tax) 201.9 Deduction for Goods and Services Tax (15.2) Fair Value adjustments (0.1) Total Reported Revenue 186.6 1. Average AUD/CAD rate was 0.9230 for FY26 (9 Months)
PointsBet Holdings — Investor Presentation (May 2026) on 6ix