Euroz Hartleys Group Limited · ASX:EZL
Euroz Hartleys — Investor Presentation (September 2025)
20 slides from Euroz Hartleys's investor presentation, Sep 24, 2025
Slide 1: Updated Investor Presentation
24 September 2025 Updated Investor Presentation Euroz Hartleys Group Limited (“Euroz Hartleys”) (ASX:EZL) is pleased to provide the attached updated Investor Presentation for the financial year ended 30 June 2025. For further information please contact: Andrew McKenzie Executive Chairman M: 04387557
Slide 2: Investor Presentation September 2025
For personal use only Investor Presentation September 2025
Slide 3: Disclaimer and disclosure
Disclaimer and disclosure For personal use only Euroz Hartleys Group Limited (ASX:EZL) and its related entities and each of their respective directors, officers and agents (together the Disclosers) have prepared the information contained in these materials in good faith. However, no warranty (expres
Slide 4: Western Australia's trusted financial services business
Western Australia’s trusted financial services business For personal use only 01. 02. 03. Western Australia's leading private Strategically located in the global Focus on growing both wealth, institutional and corporate resources hub of Western transactional and recurring finance business Australia
Slide 5: Our Vision, Purpose and Values
Our Vision Our HighValues For personal use only Performance Be recognised as Western Australia’s leading financial services business Respect RELATIONSHIPS Strong relationships built on a foundation of trust Accountability ACCOUNTABILITY Taking responsibility and delivering on our commitments Our Pur
Slide 6: Euroz Hartleys Overview
Euroz Hartleys Overview Euroz Hartleys (ASX:EZL) is Western Australia’s largest private wealth, institutional and corporate finance business Diverse transactional and recurring revenues For personal use only Western Australia and Natural Resources specialist HARTLEYS ACQUISITION OF MERGER WITH ESTAB
Slide 7: Corporate Overview
Corporate Overview Strong past correlation with S&P/ASX Small Resources Index For personal use only 1 SHARE PRICE SHARES MARKET CASH & ENTERPRISE 1 1 ON ISSUE CAPITALISATION INVESTMENTS 1 DEBT 1 VALUE1 A$1.005 164.8m A$165.6m A$83m NIL A$82.6m Historical Share Price (Rebased) (A$) Share Registry1 $2
Slide 8: Long term track record of excellent dividend returns
Long term track record of excellent dividend returns For personal use only Focus on maximising dividends as we build a stronger overall business • Returned $417.2m1 dividends and capital to shareholders over • Average dividend yield of 8.1%1,2 over past decade 50 consecutive half year periods • $9.1
Slide 9: Euroz Hartleys Limited Overview
FY22 Euroz Hartleys Limited Overview For personal use only Western Australia’s trusted financial services business CAPITAL RAISED 1,2 STAFF Significant domestic & global distribution capability +A$1.6b 189 110+ stocks under research coverage Corporate Finance Research Institutional Sales Private Wea
Slide 10: Growing & Diverse Revenue Streams
Growing & Diverse Revenue Streams Diversified revenue streams protect our business through all market conditions For personal use only Complimentary Business Wholesale v Private Wealth Revenue Composition • Our Wholesale and Private Wealth businesses are complimentary and support each other through
Slide 11: Wholesale
Wholesale The largest full-service research, institutional sales and corporate finance team in Perth A long-term partner… For personal use only 01. Long term partner and supporter of our clients ~50.3% ECM Repeat Business Since FY10 02. Mid-small-micro cap focus with ability to push up, and down, to
Slide 12: Wholesale: A unique mix of semi-recurring transactional revenues
Wholesale A unique mix of semi-recurring transactional revenues For personal use only Transactional Brokerage 01. Revenue attributable for the purchase and sale of securities FY25 Wholesale Revenue Breakdown ECM 02. Fees attributed to an advisor for the allocation of client funds in a secondary capi
Slide 13: Private Wealth: A large, diverse and experienced team
Private Wealth A large, diverse and experienced wealth management team A long-term financial partner… For personal use only 01. Long term financial partner of our Private Wealth clients 58 Wealth Management Advisers With deep client relationships 02. 25 year history of strong management and a proven
Slide 14: Private Wealth: recurring and semi-recurring revenues
Private Wealth A unique mix of recurring and semi-recurring transactional revenues For personal use only Transactional Brokerage 01. Revenue attributable for the purchase and sale of securities FY25 Private Wealth Revenue Breakdown ECM Other (3%) 02. Fees attributed to an advisor for the allocation
Slide 15: Private Wealth: Diversity in revenues is a key strength
Private Wealth Diversity in revenues is a key strength of our business Significant Recent Investment For personal use only Private Wealth Revenue1 Investment Research and Insights Improving adviser tools to manage multi asset portfolios and integrate inhouse research A stable and diverse mix of recu
Slide 16: Funds Under Management (FUM)
Funds Under Management (FUM) The largest retail client network in Western Australia providing access to extensive family office, high net worth and retail investors For personal use only Aim to increase proportion of these recurring revenues over Modestly growing ~A$4.45b in FUM1 time Increased scal
Slide 17: Growth Strategy
Growth Strategy Our vision to be recognised as Western Australia’s leading financial services business is supported by our growth strategy in key operating segments For personal use only Business Manage costs through efficiencies and scale Continued investment in youth and succession Wholesale Impro
Slide 18: Euroz Hartleys Foundation
Euroz Hartleys For personal use only Foundation FUNDS DISTRIBUTED CHARITIES SUPPORTED The Euroz Hartleys Foundation was established in 2006 as a platform to support our consistent commitment to making a positive impact in the $4.4M+ 100+ Western Australian community. We believe in making a meaningfu
Slide 19: Euroz Hartleys Foundation: Commission for a Cause
Euroz Hartleys Foundation Commission for a Cause For personal use only Each year, we donate 100% of all brokerage generated on our “Commission for a Cause” day to worthy local charities. The June 2025 Commission for a Cause raised $309,000 for the Perth Children’s Hospital, Breast Cancer Care WA and
Slide 20: For personal use only
For personal use only Level 37, QV 1, 250 St Georges Terrace, Perth WA 6000 Telephone: +61 8 9268 2888 Email: info@eurozhartleys.com Facsimile: +61 8 9488 1477 Mailing Address: PO Box Z5036, Perth, WA 6831
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