Ic Group Holdings Inc. · TSXV:ICGH
Ic — Q2 2026 Earnings Presentation
18 slides from Ic's earnings presentation, Aug 27, 2026
Slide 1: Q2 2026 Second Quarter Results Webinar
T SX -V: ICG H Q2 2026 SE COND QUARTE R RE SULTS WE BI NAR Duncan McCready, CEO and Director August 27, 2026 John Penhale, CFO
Slide 2: Forward-Looking Statements
L E G A L & DI S CL A I M E R Forward-Looking Statements To the extent any forward-looking information constitutes "future-oriented financial information" or "financial outlooks" ("FOFI") within the meaning of applicable Canadian securities laws, such information is provided to demonstrate anticipat
Slide 3: We are building a diversified consumer engagement platform
Duncan McCready “We are building a diversified consumer engagement platform with recurring enterprise revenue, improving operating leverage, and multiple paths to long-term growth.”
Slide 4: A Consumer Engagement Company
WH AT WE D O A Consumer Engagement W H ERE T H E R EV EN U E C O M ES FRO M 1 Company IC Engage $1 3.9M We help the world's leading brands turn audiences into Promotions, loyalty & fan engagement customers and customers into fans. Creating the moments, delivering them at scale, simplifying the compl
Slide 5: Q2 2026 Key Performance Indicators
CON SOLIDATED PERFORM ANCE Q2 2026 Key Performance Indicators 26% revenue growth in the second quarter, driven 97% organically, while sustaining recurring revenue and demonstrating consistent operating leverage. Q 2 F I N A N CI A L M E TR I C S Q3 2025 Q4 2025 Q1 2026 Q2 2026 Revenue ($M) 7.3 7.2 7
Slide 6: Digital Engagement at Enterprise Scale
D ig ital Eng ag em ent at Enterprise Scale REVENUE MODEL Marketing Technologies Digital Promotions Social Media Incentives and Rewards Gamification Live Fan Engagement S ELEC T ENTER PR I S E CUS TOM ER S* S ELEC T TEA M CUS TO MER S * 1 00 + L IV E EVE NT OP ER A TOR S A CR OS S TH E F OL L OWI NG
Slide 7: IC Engage
Q 2 2026 PER FO R MAN C E IC Eng ag e $3.3M $2.5M NEA R-TE RM FOCUS Revenue · +12% YoY Gross Profit · +23% YoY Grow the Live Network across teams, venues and enterprise partners in North America and Europe. Expand sales funnel and win new customer logos across brands, sports teams, and live events.
Slide 8: Enterprise Messaging at National Scale
Enterprise M essag ing at N ational N ational Scale CUS TO MER EX AM PL ES* REVENUE MODEL B R A ND T R AF FI C TH R OUG H M ES SA G I NG GA T EWA Y ** THE ONLY *A selection of current or past clients of IC Group Holdings Inc. and its subsidiaries. **A selection of brands whose messaging is or has be
Slide 9: IC Mobile
Q 2 2026 PER FO R MAN C E IC Mobile $3.9M $0.38M NEA R-TE RM FOCUS Revenue · +25% YoY, fully organic Gross Profit Complete the gateway migration to improve operating efficiency and enable new messaging channels. 10% 95%+ Improve margin profile through customer pricing alignment, new messaging channe
Slide 10: Specialty Insurance for Live Events and Promotions
Specialty Insurance for Live Events and Prom otions REVENUE MODEL Event Cancellation Crisis Management Terrorism Liability Prize Pools — Skills-Based Events Promotions and Incentives Contractual Bonus Niche, high-value coverages where underwriting complexity and regulatory requirements requirements
Slide 11: IC Insurance
Q 2 2026 PER FO R MAN C E IC Insurance $0.9M $0.56M NEA R-TE RM FOCUS Revenue · +147% YoY Gross Profit · +119% YoY Expand the product suite across sports, entertainment, and live events. Increase recurring revenue through new product 62% $0.13M offerings. Gross Margin Grow distribution networks and
Slide 12: Capitalization Overview
C AP IT AL IZ AT I ON O V E RV I EW TSX-V: ICGH C AP ITALIZ ATION SU MMARY S H A R E H O L D ER O W N ER S H I P Share price C$0.42 52-week range C$0.35 – C$0.74 Directors, officers & executives 53% Other insiders 14% Average daily volume 13.3K Employees & retail investors 33% Shares outstanding 41
Slide 13: Milestones and Catalysts
STRATEGIC ROAD MAP Milestones and Catalysts Following three acquisitions and the renewal of a Fortune 50 anchor customer, the focus is on organic growth and margin expansion. 2024–2025 2026 2027 & beyond PLATFORM BUILT MARGIN & OPTIONALITY One company, assembled Organic Growth Engine Margin expansio
Slide 14: Four positions a competitor cannot simply buy
COM PETIT IVE POSITION Four positions a competitor cannot simply buy. Licences, carrier agreements, installed relationships and 30 years of delivery capability take years and regulators to assemble — and they are the reason our revenue recurs. G LO B AL DE L I VE R Y I NS TA LL ED FO O TPR IN T CA R
Slide 15: Scalable Growth, Recurring Revenue & Alignment
WHY INVEST Scalable Growth, Recurring Revenue & Alignment +26% ~ 67% 53% Stro ng revenue g rowth Recurring revenue Insid er alig nm ent Q2 revenue +26% YoY, with ~97% of Recurring revenue remained strong in Q2. H eld b y d irectors, officers an d executives — the growth generated organically. Transa
Slide 16: Thank You!
Thank You! We’ll now open the floor for Q&A. D u ncan M cC read y, C EO and D irec to r Duncan.McCready@icgroupinc.com John Penhale, CFO John.Penhale@icgroupinc.com
Slide 17: Disclaimer, Confidentiality Notice and Statutory Rights of Action
APPENDIX Disclaimer, Confidentiality Notice and Statutory Rights of Action Disclaimer and Confidentiality Notice Statutory Rights of Action (Canada) This presentation has been prepared by IC Group Holdings Inc. (TSXV: ICGH) (the Purchasers of securities in certain Canadian jurisdictions have statuto
Slide 18: Non-IFRS Measures & Confidentiality
APPENDIX N on- IFRS Measures & C onfidentiality Adjusted EBITDA and Annual Recurring Revenue are referenced throughout this presentation. Non-IFRS financial measures Confidentiality & statutory rights Adjusted EBITDA and Annual Recurring Revenue are not measures with This presentation has been prepa