Slide 1: Articore Group FY26 Results
@Garticore 28 August 2026
Slide 2: Group delivers $10.3 million EBIT in FY26, a $20.1 million turnaround
Group delivers $10.3 million EBIT in FY26, a $20.1 million turnaround FY26 financial highlights ● FY26 guidance achieved MARKETPLACE $354.5m ● Marketplace revenue declined 6.5% ( down 3.8% REVENUE -6.5%, -3.8% cc constant currency) as Group prioritised improving margins and restoring profit GROSS $175
Slide 3: Business transformation drives EBIT improvement
Business transformation drives EBIT improvement Marketplace revenue and YoY change Gross profit and margin Gross profit after paid acquisition and margin (millions) (millions) (millions) FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 Operating expenses EBIT (millions) (mill
Slide 4: EBIT ($millions)
First profitable year since listing, outside the pandemic-driven spike in FY21 $40 Pandemic spike Mask sales represented $57 million, or 10.2% of MPR, in $20 FY21 EBIT ($millions) $0 $20.1 million increase -$20 FY25 to FY26 -$40 -$60 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26 4
Slide 5: Articore owns and operates three high-margin, capital-light digital marketplaces and an emerging storefront platform
Articore owns and operates three high-margin, capital-light digital marketplaces and an emerging storefront platform ESTABLISHED Listed 2016 | ASX: ATG HIGH-GROWTH MARKETPLACES BUSINESSES Founded 2006 Acquired 2018 Launched 2025 Acquired 2026 Creators Customers Fulfillers Marketplace BUY Supply Chain
Slide 6: Four structural advantages in a growing market
Four structural advantages in a growing market Distinctive competitive advantages Global POD Market (USD billions)1 Unique asset Scale economies >75 million designs 44 third-party fulfiller sites >10,000 21 million units shipped +23.6% average daily uploads in FY26 CAGR Network effects Process power
Slide 7: Structural margin gains delivered across established marketplaces
Structural margin gains delivered across established marketplaces Consistent growth Continued growth in MPR , alongside margin expansion Redbubble and TeePublic gross profit margins (1QFY22 to 4QFY26) driven by supply chain synergies and pricing and paid 4QFY26: 55.2% marketing effectiveness Redbubbl
Slide 8: Acquisition to accelerate tech roadmap, drive operating efficiencies and support growth
Acquisition to accelerate tech roadmap, drive operating efficiencies and support growth Indian-based, print-on-demand marketplace ACQUIRED MAY 2026 Strategic rationale High-growth potential Integration progressing well 1. Advances technology platform ● Opens access to the US$1B+ ● Indian-based teams
Slide 9: Early signs that Dashery has a strong product-market fit in a significant market
Early signs that Dashery has a strong product-market fit in a significant market Who Dashery is built for today Top creators ● Creators with 100k to 1 million 4 million followers on Instagram, Youtube or creators fit our TikTok ideal customer profile ● Generates "fandom" demand when they promote A numbe
Slide 10: AI is embedded across the business and expanding into new use cases
AI is embedded across the business and expanding into new use cases Leveraging AI to accelerate growth, enhance user experience Launched TeePublic advertising program on ChatGPT and drive efficiencies — an early move into conversational commerce ● Artist approval workflows are 100% Creator AI-powered,
Slide 11: Positioning Articore for its next phase of profitable MPR growth
Positioning Articore for its next phase of profitable MPR growth Vision: To be the leading destination for customers to discover and buy unique design-first products driven by a global creator ecosystem built to turn passion into profits. Key growth drivers Customers Creators High–growth businesses ● S
Slide 12: Key FY27 initiatives to build on FY26 foundation
Key FY27 initiatives to build on FY26 foundation Acquire and elevate Improve Build personalisation Unified pop culture, licensed, marketplaces’ search, opportunities for Customers and FAM content discovery and customers to express platform merchandising their identity and experience fandom ● Leverage
Slide 13: FY26 Financial overview
EY26 Financial overview Qarticore|O @
Slide 14: FY26 Group profit and loss statement
FY26 Group profit and loss statement P&L (A$M) FY25 FY26 % change %cc change1 Total revenue 438.6 408.5 -6.9% -4.2% MPR decline moderating to 6.5% (3.8% cc) in MPR 379.1 354.5 -6.5% -3.8% FY26 as Group prioritised improving margins and restoring profit Gross profit 173.0 175.9 1.7% 5.0% Gross profit mar
Slide 15: FY26 marketplace highlights
FY26 marketplace highlights %cc FY25 FY26 % change change ● MPR up 2.8% cc, alongside margin expansion MPR 184.0 182.0 -1.1% 2.8% ● Gross profit growth of 10.9% cc, driven by Gross profit 81.2 86.3 6.3% 10.9% pricing and promotional optimisation and Gross profit margin 44.1% 47.4% 3.3pp 3.5pp ongoing s
Slide 16: Cash position and balance sheet improved significantly providing financial flexibility
Cash position and balance sheet improved significantly providing financial flexibility Underlying cash flow June closing cash balance Return on equity (millions, FY25 - FY26) (millions, FY25 - FY26) (FY25 - FY26) $40.5 42% increase +21.8% 10.1 $28.4 $28.4 0.6 -22.8% FY25 FY26 FY25 FY26 FY25 FY26 16
Slide 17: FY27 guidance
FY27 guidance1 GPAPA margin: 27% - 30% Operating expenses: $79 million - $85 million Operating EBITDA: $17 million - $23 million 17 1. Our ability to achieve this aim is highly dependent on various factors including consumer demand, foreign exchange rates, geographic and product mix
Slide 18: Questions
Questions Got a question for the team? Send it through the chat. 1. Press the Open Chat button (chat bubble icon) on the bottom right corner 2. Type and send 18
Slide 19: Supplementary information
Supplementary information 19
Slide 20: Redbubble and TeePublic key metrics
Redbubble and TeePublic key metrics Selling artists Selling artists Net artist 48% 51% Net artist earnings 468k earnings $20.9m $17.7m 165k FY25: 51% FY25: 49% FY25: FY25: 167k FY25: 542k FY25: $17.9m $30.2m Marketplace revenue Marketplace revenue contribution contribution Repeat Customers 52% Custo
Slide 21: Geographic diversity by sales contribution
Geographic diversity by sales contribution Europe and United Kingdom North America 19% 73% FY25: 20% FY25: 72% 44 third-party Australia and New Zealand fulfiller sites 8% FY25: 7% May represent multiple third-party fulfiller sites. 21
Slide 22: 4QFY26 and FY26 profit and loss statement
4QFY26 and FY26 profit and loss statement P&L(A$M) 4QFY25 4QFY26 % change % cc change FY25 FY26 % change % cc change Total revenue 91.9 81.6 -11.1% -2.5% 438.6 408.5 -6.9% -4.2% Less: creator revenue 12.6 10.6 -16.0% -7.9% 59.6 54.0 -9.3% -7.0% MPR 79.2 71.0 -10.4% -1.7% 379.1 354.5 -6.5% -3.8% Gross
Slide 23: Glossary
Glossary Term Definition $ All references to dollar amounts or figures are in AUD unless stated otherwise 1H/2H First or second half of the financial year 1Q/2Q/3Q/4Q First, second, third or fourth quarter of the financial year AI Artificial intelligence Selling artists Number of active artists who sold
Slide 24: Important Notice and Disclaimer
IMPORTANT NOTICE AND DISCLAIMER This presentation contains summary information about Articore Group Limited (ACN 119 200 592) and its related bodies corporate (together, the Articore Group or the Group) and the Group’s activities as at the date of this presentation. It is information given in summar
Slide 25: Contact us
Contact us: Virginia Spring VP, Investor Relations investor.relations@articore.com