Prime Financial Group Limited · ASX:PFG
Prime Financial — Investor Presentation (August 2026)
22 slides from Prime Financial's investor presentation, Aug 26, 2026
Slide 1: Financial Year 2026 Results Presentation
Financial Year 2026 Results Presentation 26 August 2026
Slide 2: Who We Are
Who We Are We are a market-leading integrated advice and investment firm for ambitious clients 2 2
Slide 3: Financial Results
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Slide 4: FY26 Financial Highlights
FY26 Financial Highlights Total Revenue Revenue per FTE Underlying EBITDA Margin (Members) +22% to +25% to 24% $60.5M $276K (FY25: 24%) Underlying EBITDA (Members) Reported EBITDA (Members) Operating Cash Flow +18% to +17% to +47% to $13.9M $12.4M $4.3M 4
Slide 5: FY26 Financial Highlights
FY26 Financial Highlights NPAT* (Members) NPATA* (Members) Reported Earnings Per Share** (EPS) (Members) Adjusted for Adjusted for Adjusted for income tax change income tax change income tax change -15% to +11% to -1% to +22% to -20% to +5% to $3.9M $5.1M $5.4M $6.6M 1.49 cps 1.96 cps Debt to Underl
Slide 6: FY26 Operational Highlights
FY26 Operational Highlights Simplification M&A & Integration Growth & Sales Technology • Fewer services with greater • Two additional client bases • Core growth engines • Internal technology capability concentration acquired tota lling $1.7M in Wealth, SMSF & combined with external annualised revenu
Slide 7: Key Themes Driving Growth
Key Themes Driving Growth 01. 02. 03. 04. M&A and business Intergenerational Mid - market Need succession wealth transfer opportunity for Advice 7
Slide 8: Profit & Loss: Continued Strong Revenue Growth
Profit & Loss: Continued Strong Revenue Growth FY26 FY25 Change Underlying (Members) Revenue – Wealth Segment $35.6M $ 26.0M 37 % Revenue – Business Segment $ 23.7M $ 23.2M 2% Revenue from contracts with customers $ 59.3M $ 49.2M 20 % Other Revenue $ 1.2M $0 .3M 372% Total Revenue $60.5 $49.5M 22% E
Slide 9: History of Continued Revenue Growth
History of Continued Revenue Growth Revenue Growth from contracts with customers 20% Total Revenue of $60.5M, +22% including 21% contracts with customers of $59.4M, +20% 21% 28% $59M • Our core growth engines Wealth, SMSF $49M & Accounting are up 14 - 44 % p.a $41M $34M $26M • Capital Advisory is tr
Slide 10: Underlying EBITDA and Margin
Underlying EBITDA and Margin 18% Underlying EBITDA (Members) +18%, 17% $13.9M vs $11.9M (FY25) 18% 11% • Step - up in underlying EBITDA with less $13.9M reliance on transactional revenue $11.9M $10.2M $7.8M $8.6M • Margin flat versus PCP, operational efficiency and cost base reduction FY22 FY23 FY24
Slide 11: Balance Sheet, Group Net Debt & Cashflow
Balance Sheet, Group Net Debt & Cashflow Group Balance Sheet At 30 June 2026 ($M) At 30 June 2025 ($M) Cash and cash equivalents 1.0 2.4 Total Assets 110.7 104.4 Operating Cashflow $4.3M, +47% Borrowings (21.6) (17.3) (vs $2.9M FY25) Total Liabilities (49.5) (45.4) Net Assets 61.2 59.0 • Group Net D
Slide 12: Dividends
Dividends Dividends FY22 - FY26 Interim Dividend - cents per share 4% increase in total fully franked dividend declared Final Dividend - cents per share FY26 to 1.72 cps (FY26) up from 1.72 cps FY24 FY25 1.66 cps (FY25 ) 1.66 cps 1.60 cps FY23 1.50 cps Key Dates for Dividends • Record Date: 3 Septem
Slide 13: Strategy
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Slide 14: Focus FY27
Focus FY27 Productivity & Growth Technology • Organic growth driven across core Wealth, Accounting & SMSF • Efficiency improvements expected across workflow, services automation, AI and team development • Cross - sell & OneConnected client strategy to compliment core • Focus on ideal clients growth
Slide 15: Contact
Contact Simon Madder Sharon Papworth Managing Director & Chairman Chief Financial Officer Prime Financial Group Ltd Prime Financial Group Ltd T (03) 9827 6999 T (03) 9827 6999 E simonm@primefinancial.com.au E sharonp@primefinancial.com.au
Slide 16: Appendices
FY26 Results | Prime Financial Group
Slide 17: EBITDA & NPAT
EBITDA & NPAT Year Ended Year Ended 30 June 2026 30 June 2025 $ $ Reported net profit after tax operations (Group) 4,545,074 5,231,384 Add: Tax expense 2,948,493 1,613,190 Add: Interest expense/(income) 2,215,302 2,120,776 EBIT (Group)** 9,708,869 8,965,350 Add: Depreciation 316,919 244,398 Add: Amo
Slide 18: Non-Recurring Expense Items
Non-Recurring Expense Items FY26 was impacted by the following non-recurring expense items, totaling $1.9M (FY25: $1.5M) Restructuring and Repositioning $1.2M • Redundancy costs across 8 impacted roles, $0.3M • One off labour costs associated with structure changes Acquisition and integration $0.7M
Slide 19: Prime Timeline
Prime Timeline 1998 2017 2018 2022 2023 2024 2025 2026 Consolidation PFG commences PFG establishes PFG establishes PFG establishes PFG adds Debt Capital PFG acquires Altor Altor meets Acqui - hire as a Wealth Accounting & Capital and Corporate Consulting capability Advisory to Capital Capital (Wealt
Slide 20: Our Journey In Numbers
Our Journey In Numbers 13,000+ 2,200+ 1,000+ Clients served in Wealth Businesses supported Clients assisted with funding Management & SMSFs for innovation and new product development 100+ 500+ 250+ SMEs invested in, Clients advised on growth, Professional advice firms in the past 5 years transition
Slide 21: Why Ownership Matters
Why Ownership Matters Our people are our biggest asset 44% • Currently 44% of P rime is owned by staff and associates Staff & Associates Shareholders • We encourage our staff to have an ‘ownership’ mentality and to work collaboratively, enabling them to help co - create the firm of the future • We d
Slide 22: Important Notice & Disclaimer
Important Notice & Disclaimer This investor presentation (Presentation) has been prepared by Prime Financial Group Limited (‘PFG’). Disclaimer No representation or warranty, express or implied, is made as to the fairness, accuracy, Summary Information completeness or correctness of the information,
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