Motio Limited · ASX:MXO
Motio — FY2026 Earnings Presentation
29 slides from Motio's earnings presentation, August 2026
Slide 1: FY26 Results Presentation
rsonal use only FY26 RESULTS.PRESENTATION
Slide 2: Disclaimer
DISCLAIMER. rsonal use only The material in this presentation has been prepared by Motio Ltd (“Motio”) This presentation may contain forward looking statements including and is general background information about Motio’s activities current as at statements regarding our intent, belief or current ex
Slide 3: A Different Presentation
rsonal use only A DIFFERENT PRESENTATION.
Slide 4: Agenda
AGENDA. rsonal use only 01 The story so far Motio’s origins and growth 02 FY26 Results A deeper look at the year 03 Trading Update How are we tracking into FY27 04 Summary and Questions What’s important now Investor Presentation – AUGUST 20 2026
Slide 5: The Story So Far
rsonal use only THE STORY SO FAR. Motio’s origins and growth Investor Presentation – AUGUST 20 2026
Slide 6: Board & Management
BOARD & MANAGEMENT. rsonal use only JASON BYRNE HARLEY GROSSER ADAM CADWALLLADER JUSTIN KINGSTON JACQUI SMITH GORDON D’MELLO CHRISTIAN TYSON NON-EXECUTIVE DIRECTOR & NON-EXECUTIVE DIRECTOR CHIEF EXECUTIVE OFFICER & CHIEF OPERATING OFFICER FINANCIAL CONTROLLER PRODUCT & NATIONAL SALES DIRECTOR CHAIR
Slide 7: Board & Management
BOARD & MANAGEMENT. rsonal use only JASON BYRNE HARLEY GROSSER ADAM CADWALLLADER JUSTIN KINGSTON JACQUI SMITH GORDON D’MELLO CHRISTIAN TYSON NON-EXECUTIVE DIRECTOR & NON-EXECUTIVE DIRECTOR CHIEF EXECUTIVE OFFICER & CHIEF OPERATING OFFICER FINANCIAL CONTROLLER PRODUCT & NATIONAL SALES DIRECTOR CHAIR
Slide 8: From Scratch
rsonal use only FROM SCRATCH • 4 Key channels • Integrated and commercialised by our exiting team • Has been built on underutilised and sometimes overlook assets • Motio has turned them into commercially productive networks
Slide 9: From Scratch
rsonal use only FROM SCRATCH We wanted to build an audience-first media business focused on environments where people are actively engaged
Slide 10: From Scratch
rsonal use only FROM SCRATCH We wanted to build an audience-first media business focused on environments where people are actively engaged
Slide 11: Differently to Everyday Outdoor Advertising
rsonal use only DIFFERENTLY TO EVERYDAY OUTDOOR ADVERTISING • Digital Place-Based is non-traditional out-of-home • Creating real communication platforms • Improve the customer experience • Key to how we have transformed the business
Slide 12: Diversified Sales & Marketing Engine
rsonal use only DIVERSIFIED SALES & MARKETING ENGINE • Zero shortcuts • Transformed networks • Built with modest capital with strong instincts • Assembling a genuinely scaled media business • Strong foundations and significant runway ahead
Slide 13: The Growth
rsonal use only THE GROWTH. Stepping up Investor Presentation – AUGUST 20 2026
Slide 14: Motio's Step-by-Step Growth
MOTIO’S STEP-BY-STEP GROWTH. rsonal use only • We started Motio in the middle of a global pandemic • Designed this business to scale on quality technology and systems • Great foundational team members • Identifying opportunities that were overlooked • Scaled into a quality media company
Slide 15: Non-Linear Pathway
NON-LINEAR PATHWAY. rsonal use only • Periods of integration & expansion • Constant goal to strengthen the underlying quality of Motio • A shift in FY25 from growth profile to profit Growth remains central to our strategy both organically, through strategic investment and accretive acquisition.
Slide 16: Beneath the Surface
BENEATH THE SURFACE. rsonal use only • Invested in quality systems beneath the surface • Systems, Infrastructure & people capability • Structurally strong • Materially greater revenue and profitable Opportunity to continue growing without a proportional increase in the underlying cost base.
Slide 17: FY26 Results
rsonal use only FY26 RESULTS. Investor Presentation – AUGUST 20 2026
Slide 18: Highlights
HIGHLIGHTS. rsonal use only $9.2M $2.5M $1.6M +8%* +31% +$1.7m REVENUE. CASH EBITDA. NPBT. * PCP representation excludes sales representation for the Petro Convenience network (formally Motio Go) at the end of FY25 (30 June 2025)
Slide 19: Revenue Mix
REVENUE MIX. FY26 FY25 rsonal use only OTHER - MEDIA OTHER - NON MEDIA OTHER - MEDIA OTHER - NON MEDIA 4% 1% 4% 1% LOCAL LOCAL 10% 11% PROGRAMMATIC 8% PROGRAMMATIC 14% NATIONAL NATIONAL 70% 77% Investor Presentation – AUGUST 20 2026
Slide 20: Cash & Debt
CASH & DEBT. 4.5 Millions 4.0 3.5 $3.94 +48% 3.0 rsonal use only 2.5 $2.65 2.0 INCREASE IN CASH 1.5 1.0 $0.99 0.5 - FY24 FY25 FY26 3.0 Millions 2.5 2.0 100% 1.5 1.0 DEBT FREE 0.5 - Debt FY23 FY24 FY25 FY26 Investor Presentation – AUGUST 20 2026
Slide 21: Media Revenue per Location
rsonal use only MEDIA REVENUE PER LOCATION. $ 8,484 1,038 Media* Revenue per location. Locations. * Excludes production and other revenue Investor Presentation – AUGUST 20 2026
Slide 22: P&L Commentary
P&L COMMENTARY. YOY % FY26 FY25* • Gross Margin % improved in FY26 Revenue 8% 9,213,469 8,512,699 rsonal use only - Improved cost control of connectivity Cost of media sites & production (2%) (1,894,787) (1,850,828) • Finance Cost Savings Gross margin 1% 79.4% 78.3% - Full early repayment of oOh! de
Slide 23: Trading
rsonal use only TRADING. Investor Presentation – AUGUST 20 2026
Slide 24: The last 10 weeks have seen strong, short-term trading conditions
rsonal use only • Quality in market presence by our national sales team THE LAST 10 WEEKS HAVE SEEN STRONG, • Changing our programmatic go-to-market SHORT-TERM TRADING CONDITIONS • Early revenue indications for the Motio Drive product; and • Close to our roll out target of 100
Slide 25: Quarter Comparisons
QUARTER COMPARISONS. $3,000,000 rsonal use only • Continual revenue increase on owned networks $2,500,000 • Strong Quarter 4 comparative result on PCP • Q4 FY26 saw another new quarterly record $2,000,000 • (FY25 Excludes Motio Go) $1,500,000 $1,000,000 $500,000 $- Q1 FY25* Q1 FY26 Q2 FY25* Q2 FY26
Slide 26: Forward Revenue
FORWARD REVENUE. rsonal use only Forward revenue • Revenue at week 7 is 28% ahead on p.c.p. for into FY26 Q1 Q2 the first half of the year • Momentum continuing from the May & June months into FY27 • Principal spend investment from Pharmaceutical, Community/Services, Forward revenue Government and E
Slide 27: At the End
rsonal use only AT THE END. What’s important now Investor Presentation – AUGUST 20 2026
Slide 28: Here We Go
HERE WE GO. rsonal use only The next phase has commenced Shifting from just building to operational leverage & scalable growth Readiness for more A scaled media platform with growing revenue visibility Pursuing strategic network & acquisition opportunities Capital disciplined, leveraging our establi
Slide 29: Questions
ersonal use@,pnly UESTIONS. motio