Schoolblazer Limited · ASX:SBZ
Schoolblazer — Investor Presentation (November 2026)
27 slides from Schoolblazer's investor presentation, Nov 3, 2026
Slide 1: Schoolblazer Limited Investor Presentation - Equity Raising
Not for release to US wire services or distribution in the United States For personal use only SCHOOLBLAZER LIMITED (ASX:SBZ) Investor Presentation EQUITY RAISING
Slide 2: Important Notice & Disclaimer
Important Notice & Disclaimer IMPORTANT : You must read the following before continuing For personal use only This investor presentation (Presentation ) is dated 3 November 2026 and has been prepared by Schoolblazer Limited (ABN 25 009 657 961) (Schoolblazer or the Company ). By attending an investo
Slide 3: Important Notice & Disclaimer
Important Notice & Disclaimer Financial and other information For personal use only All financial information in this Presentation is in Australian dollars (AUD $ or AUD) unless otherwise stated . Any pro forma financial information of Schoolblazer provided in this Presentation has been prepared on
Slide 4: Schoolblazer Group at a Glance
Schoolblazer Group at a Glance A global school uniform and sportswear supplier to over 1,000 contracted schools For personal use only How the business works 1 Schools appoint us 2 We design 3 We source 4 Families buy Contracts are sticky with multi - year Our in - house team collaborates with Group
Slide 5: Our Global Strategy
Our Global Strategy Quality, Service and Innovation Guaranteed For personal use only Ultimate State Online Retail Enter new markets with: Ultimately transition to • Wholesale 2 online propositions: Bringing affordable, quality • In School Shops schoolwear to every family • In- mall • Schoolblazer fo
Slide 6: Trading Update & Outlook
For personal use only Trading Update & Outlook
Slide 7: FY26 Trading Update: Difficult trading conditions, capital raise to reduce debt
FY26 Corporate Update Difficult trading conditions in key markets, capital raise to further reduce debt For personal use only Schoolblazer Group FY26 Trading Update (21 September 2026): Strengthened Group Balance Sheet : • FY26 expected revenue A$165 - 170m (constant currency basis) vs previous • SB
Slide 8: FY26 Trading Update
FY26 Trading Update Declines mainly in uncontracted wholesale, not the direct growth focus, as the business targets 75% contracted revenue For personal use only • The strategic growth channels are holding up . Direct to parent channels - the Constant Currency** FY26 Unaudited FY25 Pro Forma Variance
Slide 9: Strategic Progress During FY26
Strategic Progress During FY26 For personal use only • 29 net new contracted schools added globally during FY26 (c. 50% pure online) • Successful launch of first Schoolblazer Australia school Kambala in December 2025 • 3 additional Schoolblazer wins in ANZ for go - live FY 2027, including Wenona rec
Slide 10: School Base Growth
School Base Growth Best of both worlds: a defensive contracted revenue book ( 1,066 schools on multi - year contracts, 98% retention ) and accelerating For personal use only school base growth, with +22 net new schools already contracted for FY27 vs +29 across all of FY26. SBG contracted schools, FY
Slide 11: FY27 SBG Outlook
FY27 SBG Outlook Focus on cost, efficiency and new school contracts to drive earnings growth For personal use only FY27 drivers (revenue A$170 –180m) Indicative bridge from FY26 guidance to FY27 UEBITDA Guidance, A$m • A$4m cost savings: over A$5m annualised ; much already confirmed or in execution
Slide 12: Equity Raise
For personal use only Equity Raise
Slide 13: Equity Raise Overview
Equity Raise Overview For personal use only Schoolblazer Limited (Schoolblazer , SBZ or the Company ) has received binding commitments for a two - tranche institutional placement (Placement ) (the Offer or Equity Raise ). The Placement will raise A $5.325 million via the issuance of approx . 53 .25
Slide 14: Pro-Forma Balance Sheet
Pro - Forma Balance Sheet Balance Sheet Strengthened by Equity Raise and Debt Reduction from Existing Cash For personal use only Reported Sep 26 debt Equity Pro - forma Balance Sheet Overview (based on 31 August): A$m , Consolidated SBZ 31 Aug 26 repayment Raise 31 Aug 26 • $5.3M Equity Raise : $3.3
Slide 15: Debt and Liquidity
Debt and Liquidity Ample Liquidity for SBG growth with reduced Core Debt obligations For personal use only Pro - Forma Capital Stack: Reported Sep 26 debt Equity Pro - forma A$m , Consolidated SBZ • Investment Portfolio of $14.7m at SBZ Parent level – subject to 31 Aug 26 repayment Raise 31 Aug 26 y
Slide 16: Building a Global Uniform Business
For personal use only Building a Global Uniform Business
Slide 17: Corporate Structure
Corporate Structure Schoolblazer Limited is the ASX - listed holding company of Schoolblazer Group For personal use only SBZ debt IFM Facility drawn at A$16.0m to be Other SBZ items Schoolblazer Limited (ASX: SBZ) partially repaid with the proceeds Residual investment portfolio A$14.7m of Equity Rai
Slide 18: Capital Structure
Capital Structure For personal use only Major shareholders as at 22 September 2026 Shares % held Share price, A$, last 12 months HSBC Custody Nominees (Australia) Limited 70,576,778 13.03% $0.30 James Family Investments Ltd 68,000,777 12.55% JP Morgan Nominees Australia Pty Limited 37,080,012 6.85%
Slide 19: Board and Leadership
Board and Leadership Aligned Board and Executive team owning c. 20% of SBZ For personal use only Schoolblazer Limited Board Sandy Beard Kevin J Eley Angus Murnaghan Tim James Chairman Non - Executive Director Non - Executive Director Executive Director Former CEO of CVC Limited, with 25 years as Cha
Slide 20: Schoolblazer's Innovative Model
Schoolblazer’s Innovative Model Capability aligned with the complex needs of schools, students and parents For personal use only Sustainability Convenience Service Trusted Brands Global Environmental Goals E - commerce model 100% of SBUK Global schoolwear brands: Commitment to delivers direct to ord
Slide 21: Our Brands
Our Brands For personal use only 4 Clear product brands to segment the market VALUE VALUE UNIFORM SPORTSWEAR UNIFORM Schoolblazer : Innovation in design and product Ethical and Sustainable Sportswear Trutex : Affordable, customisable , “made to last” SPORTSWEAR Limitless: Branded sportswear deliveri
Slide 22: Revenue Composition
Revenue Composition For personal use only Schoolwear Contracted Schoolwear vs Non - Schoolwear • 39% of our business is already in our “Direct Digital” growth sector, with a further 13% in Direct Retail – physical stores, where we have 4% school contracts and can be transitioned over time to higher
Slide 23: UK Market Leadership
UK Market Leadership Schoolblazer UK is the clear leader in UK independent schoolwear, built on pure e - commerce and premium For personal use only product. Schoolblazer has been focused on rolling this leading model out in Australia and globally. Serves private schools: a large Pure e - commerce B2
Slide 24: International Offer Restrictions
International Offer Restrictions For personal use only This Presentation does not constitute an offer of New Shares of the Company in any jurisdiction in which it would be unlawful . In particular, this presentation may not be distributed to any person, and the New Shares may not be offered or sold,
Slide 25: Key Risks
Key Risks For personal use only This section outlines key risks associated with an investment in the Company and participation in the Equity Raise . These risks may, individually or in combination, materially and adversely affect the Company's financial position, performance and prospects . The risk
Slide 26: Key Risks
Key Risks For personal use only Financial and funding risks cont . • Investment portfolio realisation : The Company's residual investment portfolio is carried at estimated fair value . It includes unlisted investments that may be illiquid . The portfolio may be realised at a value below its carrying
Slide 27: For personal use only
For personal use only