Ebiquity Plc · LSE:EBQ

Ebiquity — H1 2025 Earnings Presentation

22 slides from Ebiquity's earnings presentation, September 2025

  1. Slide 1: Ebiquity

    ebiquity

  2. Slide 2: With you here today

    With you here today 1° Ruben Schreurs - Group Chief Executive Officer * Appointed as a director and the Group's CEO in November 2024 + Joined Ebiquity in 2020 following the acquisition of Digital Decisions where he was founder * Previous roles at Ebiquity were as Chief Strategy Officer and Chief Pro

  3. Slide 3: Agenda

    Agenda 01. Introduction 02. Financial Results 03. Company Strategy 3 WORLD LEADER IN MEDIA INVESTMENT ANALYSIS ebiquity

  4. Slide 4: Operational discipline delivers progress despite market headwinds

    Operational discipline delivers progress despite market headwinds oe-.~6=—t—“<itSDD H1 performance 11% adjusted operating profit growth, 6.8% margin (+0.6pp) Growth outliers Contract Compliance +43%, UK&I +14% 4 WORLD LEADER IN MEDIA INVESTMENT ANALYSIS North America Decisive action taken, new leade

  5. Slide 5: North America: Confronting reality, executing recovery plan, building growth platform

    North America: Confronting reality, executing recovery plan, building growth platform Market facing headwinds, executing necessary internal restructuring The challenge Actions taken Recovery initiated Growth platform 2023-2025H1 2025 2026 2026-2027 Challenging market Appointed new MD Internal improv

  6. Slide 6: Financial Results

    Financial Results Kayte Herrity ebiquity

  7. Slide 7: H1 2025 Financial Highlights

    H1 2025 Financial Highlights Stable revenues and financial discipline drive improvements in profit, cashflow and debt 7 Revenue = £37.9m Revenue in-line with prior year 2024: £37.9m ~ Project-Related Costs §11% Year-on-Year decrease 2025: £3.3m 2024: £3.7m ~ Adjusted Operating Profit 1% Year-on-Year

  8. Slide 8: H1 2025 Financial Highlights

    H1 2025 Financial Highlights 8 | WORLD LEADER IN MEDIA INVESTMENT ANALYSIS ebiquity

  9. Slide 9: Income statement: Revenues in line with LY, OP 11% ahead

    Income statement: Revenues in line with LY, OP 11% ahead 6 months to 6 months to Change b/(w) Income statement June 2025 June 2024 + Stable revenues driven by strong growth in £m £m £m % UK & Ireland plus very strong Contract Compliance growth globally, offsetting Revenue 37.9 37.9 0.0 0% . . challe

  10. Slide 10: Revenue by Region: UK&I revenues up 14%, challenges in NA and APAC

    Revenue by Region: UK&l revenues up 14%, challenges in NA and APAC + UK & Ireland: Revenue growth driven by Revenue by 6 months to 6 months to Change strong Contract Compliance performance, with region June 2025 June 2024 several large contracts secured in H1. Additional £m £m £m % growth across Val

  11. Slide 11: Revenue by Service Line: Contract Compliance 43% growth

    Revenue by Service Line: Contract Compliance 43% growth Revenue by 6monthsto 6monthsto Change . Media Performance: Lower revenue driven by £1m ; June 2025 June 2024 downside in Benchmarking in North America. Excluding North America, Media Performance revenue grew by 3%, driven by Benchmarking and DM

  12. Slide 12: Balance sheet: Net Assets down £8m to £27m, impacted by goodwill impairment

    Balance sheet: Net Assets down £8m to £27m, impacted by goodwill impairment As at As at Balance Sheet Summary 30 June 2025 31 December 2024 * £8.4m decrease in net assets driven by £8.3m £m £m goodwill impairment charge relating to North America. Goodwill and intangibles assets 31.8 4 . . * Net work

  13. Slide 13: Cash flow: Positive FCF and strong cash flow conversion

    Cash flow: Positive FCF and strong cash flow conversion 6 months to 6 months to Cash flow statement June 2025 June 2024 £m £m Adjusted operating profit 2.6 2.3 Depreciation & Amortisation 1.7 1.8 Adjusted EBITDA 4.3 41 Working capital movement 0.3 (1.5) Adjusted cash generated from operations 4.6 2.

  14. Slide 14: Net debt: Focus on working capital reduces debt to £15m

    Net debt: Focus on working capital reduces debt to £15m As at As at As at Net Debt 30 June 2025 30 June 2024 31 December 2024 £m £m £m Loans and borrowings (24.0) (22.0) (24.0) Prepaid loan fees oj 0.1 O.1 Less: Cash and cash 99 66 91 equivalents Net Debt (14.0) (15.3) (14.8) Restricted cash - Russi

  15. Slide 15: Company Strategy

    Company Strategy Ruben Schreurs

  16. Slide 16: We help brands deliver Effective and Responsible Advertising

    We help brands deliver Effective and Responsible Advertising ee Incremental business Y) Compliance (regulatory | growth | & contractual) Optimal brand In-line with company health policies Y) Maximum short- and Y) Zero waste or negative long-term impact impact on society 16 | WORLD LEADER IN MEDIA IN

  17. Slide 17: Impartial partner to the world's leading brands

    Impartial partner to the world's leading brands, through every stage of the advertising lifecycle We uniquely combine strategic consultancy and an integrated approach to media efficiency and marketing effectiveness to maximise the impact of every investment a brand makes. 17__| WORLD LEADER IN MEDIA

  18. Slide 18: Technology leadership

    Technology leadership Total monthly user messages April May June 18 | WORLD LEADER IN MEDIA INVESTMENT ANALYSIS

  19. Slide 19: The go-to global authority in media investment analysis

    The go-to global authority in media investment analysis Over 75 of the global Scaled regional and Across 123 countries Over $100Bn in media top 100 advertisers local brands investment analysed choose Ebiquity every year

  20. Slide 20: The pillars driving progress

    The pillars driving progress ERA positioning and enhanced sales framework driving 1 competitive wins and 200% website engagement increase Go-to- “ market =>. SPC metrics deployed globally ensuring every i _ 2 engagement generates sufficient profit margins for “ 7) * continued investment Customer Ope

  21. Slide 21: Accelerating growth

    Accelerating growth * Operational improvements implemented * Alclient solutions launched * SPC embedded in 2026 budget process * Strong pipeline with strategic wins secured * Recover North America * Accelerate growth in Effectiveness through integration * Deployment of new catalyst solution + Long t

  22. Slide 22: Unlocking Effective and Responsible Advertising

    ebiquity Unlocking Effective and Responsible Advertising We Y Zespri FAB LOREAL FERRERO — Kingffsher SONY ie THEINEKEN PHILIPS STORCK eee AMGEN i VOLKSWAGEN amazo HONOR verizon rea //_ a Q airbnb Expedia 4 ffikea & * PEPSICO BT Group

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