Bravura Solutions Limited · ASX:BVS
Bravura Solutions — FY2026 Earnings Presentation
25 slides from Bravura Solutions's earnings presentation, Aug 12, 2026
Slide 1: FY26 Results Presentation
For personal use only FY26 Results Presentation 12 August 2026
Slide 2: Agenda
Agenda For personal use only 01 FY26 Highlights 02 FY26 Results Detail 03 Capital Management 04 Outlook / Guidance 05 Q&A 06 Appendix Bravura Solutions FY26 Results Presentation 2
Slide 3: FY26 Highlights
FY26 Highlights For personal use only 01 We have delivered strong performance for FY26, with Cash EBITDA of $77.1m (up 76% on FY25) and revenue of $283.6m (up 10% on FY25) meeting recently upgraded market guidance 02 Revenue growth has come from closer alignment to existing customer strategic roadma
Slide 4: Agenda
Agenda For personal use only 01 FY26 Highlights 02 FY26 Results Detail 03 Capital Management 04 Outlook / Guidance 05 Q&A 06 Appendix Bravura Solutions FY26 Results Presentation 4
Slide 5: FY26 Financial Results
FY26 Financial Results Significant improvement on FY25 across all key performance metrics For personal use only Profitability1 Revenue Capital Management CEBITDA Revenue Net operating cash inflow $77.1m $283.6m $82.8m1 Up $33.3m vs FY25 Up 9.6% vs FY25 Up $38.4m vs FY25 Underlying NPAT Recurri
Slide 6: Recurring Revenue
Recurring Revenue Headlines For personal use only +$17.6m ($6.9m) • Recurring revenue1 represents 58% of total revenue. • Growth is driven by increased demand from existing customers, particularly renewals, customer expansions and right-to-use $165.0m licences. • Recurring revenue attrition includes
Slide 7: Revenue and Operating Costs, and Cash EBITDA – by halves
Revenue and Operating Costs, and Cash EBITDA – by halves For personal use only Revenue and Costs (A$m) Cash EBITDA (A$m) Bravura Solutions FY26 Results Presentation 7
Slide 8: Agenda
Agenda For personal use only 01 FY26 Highlights 02 FY26 Results Detail 03 Capital Management 04 Outlook / Guidance 05 Q&A 06 Appendix Bravura Solutions FY26 Results Presentation 8
Slide 9: Capital Management
Capital Management Debt For personal use only On-market Buy Back Bravura has entered into new debt facilities with HSBC Australia, providing Bravura will initiate an on-market scheme to buy back up to $50m of its total committed funding of up to $100m. ordinary shares. This will run for a period of
Slide 10: Dividends and capital return
Dividends and capital return For personal use only FY26 Amount Ordinary Special Total Timing of Payment Bravura has Cents per Share 5.77 4.46 10.23 1H26 March 2026 declared / paid 56.8 $ 25.9m 20.0m 45.9m cents per Cents per Share 8.31 6.69 15.00 2H26 September 2026 share in $ 37.3m 30.0m 67.3m divi
Slide 11: Agenda
Agenda For personal use only 01 FY26 Highlights 02 FY26 Results Detail 03 Capital Management 04 Outlook / Guidance 05 Q&A 06 Appendix Bravura Solutions FY26 Results Presentation 11
Slide 12: FY27 Guidance Summary
FY27 Guidance Summary For personal use only Revenue Profitability FY27 Gross Revenue1 Cash EBITDA $280m - $300m $84m - $94m Up (1)% - 6% Up 9% - 22% Revenue variance to FY26 primarily driven Cash EBITDA improvement driven by: by: ▪ Full year impact of margin ▪ Customer demand for services and im
Slide 13: Agenda
Agenda For personal use only 01 FY26 Highlights 02 FY26 Results Detail 03 Capital Management 04 Outlook / Guidance 05 Q&A 06 Appendix Bravura Solutions FY26 Results Presentation 13
Slide 14: Questions
For personal use only Questions Bravura Solutions FY26 Results Presentation
Slide 15: Agenda
Agenda For personal use only 01 FY26 Highlights 02 FY26 Results Detail 03 Capital Management 04 Outlook / Guidance 05 Q&A 06 Appendix Bravura Solutions FY26 Results Presentation 15
Slide 16: FY26 Results Summary
01 FY26 Results Summary 2H26 1H26 2H25 1H25 2H24 1H24 For personal use only Maintenance, support and hosting 82.2 83.5 80.5 78.7 77.4 73.4 Professional services 56.3 52.0 46.0 46.2 42.6 47.7 Licence fees 4.0 4.4 2.7 2.3 1.9 5.9 Other sales revenue 0.0 0.1 0.0 0.3 0.1 0.0 Total revenue from customers
Slide 17: Cash Flow to June 2026
02 Cash Flow to June 2026 A$m FY26 FY25 FY26 Cashflow A$m For personal use only Receipts from customers 316.6 292.2 Cash at 30 June 2025 58.7 Receipts from customers - sale of licence - 56.2 Operating cash flow 82.8 Payments to suppliers and employees (225.1) (240.2) Investing cash flow (3.5) Intere
Slide 18: Balance Sheet
03 Balance Sheet A$m 30 June 2026 30 June 2025 $ chg % chg Key Callouts For personal use only Cash 50.3 58.7 (8.4) (14.3%) 1 Trade receivables 33.8 36.9 (3.1) (8.4%) 2 1. Cash has decreased despite strong collection activities and cash cost savings from reduced employment expenses due to the dividen
Slide 19: FY26 Operating Results
04 FY26 Operating Results A$m FY26 FY25 $ chg % chg Key Callouts For personal use only EMEA 203.9 186.1 17.8 9.6% 1. Total revenue increased 9.7% in FY26 vs the pcp, driven by price APAC 79.8 72.6 7.2 9.9% increases in underlying contracts and substantially increased demand with existing customers.
Slide 20: Reconciliation of Cash EBITDA to Underlying NPAT
05 Reconciliation of Cash EBITDA to Underlying NPAT Descriptions For personal use only A$m FY26 FY25 $ chg % chg Revenue 283.6 258.7 24.9 9.6% Cash EBITDA provides the cash result for the business. It includes Less: Operating Costs (200.2) (208.2) 8.0 3.8% Revenue less Operating Costs by adding the
Slide 21: FY27 Segment Change
06 FY27 Segment Change Following a recent review of management structure and reporting, the Group will revise its operating segments in FY27, effective 1 July 2026. This will For personal use only better align with the way the business is managed and results are reported internally. In order to assi
Slide 22: Glossary
06 Glossary APAC Recurring Revenue Asia and Pacific Region Recurring revenue comprises revenue contracted for the contract term and typically includes For personal use only maintenance, managed services, hosting, cloud and SaaS. We have significant contracted Cash EBITDA (CEBITDA) minimum PS days th
Slide 23: Important Notice and Disclaimer
Important Notice and Disclaimer The information contained in this document (including this notice) and discussed at this presentation (collectively, the Presentation) has been prepared by Bravura Solutions Limited (Bravura). The Presentation is subject to the conditions outlined below. Your receipt,
Slide 24: Important Notice and Disclaimer
Important Notice and Disclaimer PAST PERFORMANCE For personal use only Past performance information given in this presentation is given for illustrative purposes only and should not be relied upon (and is not) an indication of future performance. DISCLAIMER The information is supplied in summary for
Slide 25: For more information
For personal use only For more information, visit: www.bravurasolutions.com/investors investors@bravurasolutions.com Bravura Solutions FY26 Results Presentation