Black Pearl Group Limited · NZX:BPG
Black Pearl — Q2 FY27 Earnings Presentation
12 slides from Black Pearl's earnings presentation, Oct 20, 2026
Slide 1: Q2 FY27 Trading Update
For personal use only Q2 FY27 Trading Update → THREE MONTHS ENDED 30 SEP 2026 INVESTOR PRESENTATION – OCT 2026
Slide 2: Rebuilt for the long game
BLACKPEARL GROUP INVESTOR RELATIONS PAGE 2 OCT 2026 Rebuilt for the long game For personal use only We measure the company on three things: top-line growth, EBITDAF and technical moat. This quarter we reset how the first is earned, to strengthen all three. TOP-LINE GROWTH NEW PARTNERSHIP EBITDAF IMP
Slide 3: Paved way to profitability
BLACKPEARL GROUP INVESTOR RELATIONS PAGE 3 OCT 2026 Paved way to profitability For personal use only NOW: Q2 FY27 GUIDANCE MET NEXT: PROFITABILITY GUIDANCE 34% closer to profitability Guidance met. Loss narrowed To $2.97m, a third of the gap closed. Q1 FY28 EBITDAF profitability targeted for April t
Slide 4: Pearl Engine: a seven-fold jump in one quarter
BLACKPEARL GROUP INVESTOR RELATIONS PAGE 4 OCT 2026 Pearl Engine: a seven-fold jump in one quarter For personal use only GTM-Bench scores AI systems on real go-to-market tasks. Net score credits useful output and penalises poor output, so a negative PERFORMANCE AS AT 12 SEPTEMBER 2026. UPDATED score
Slide 5: From file to answers
BLACKPEARL GROUP INVESTOR RELATIONS PAGE 5 OCT 2026 in market From file to answers Demo Platform For personal use only THE OLD WAY: TRADITIONAL INTENT DATA FILE THE BLACKPEARL WAY: ASK THE DATA, GET ANSWERS Rows of hashed IDs dropped into an S3 bucket. No context, no model, no way to ask The same au
Slide 6: Coastal Retreats case study
BLACKPEARL GROUP INVESTOR RELATIONS PAGE 6 OCT 2026 INCUMBENT INTENT: THE OLD WAY in market For personal use only Coastal Retreats case study Platform THE SITUATION One live in-market topic from a supplier feed, sold as coastal-travel purchase intent comprising 274,705 individuals. WHAT WE FOUND: VE
Slide 7: A new strategic partnership in the US
BLACKPEARL GROUP INVESTOR RELATIONS PAGE 7 OCT 2026 NEW DISTRIBUTION PARTNERSHIP For personal use only A new strategic partnership in the US. Blackpearl has established a non-binding Heads of Agreement with one of the largest data providers in the United States. THE PARTNER THE OPPORTUNITY They work
Slide 8: Reduction in costs
BLACKPEARL GROUP INVESTOR RELATIONS PAGE 8 SEP 2026 Reduction in costs For personal use only QUARTERLY COST BASE, Q4 FY26 ONWARD (NZ$M) PERMANENT COST REMOVAL Actions already taken step the cost base down 27% from Q4 FY26 and hold it there. $9.4m annualised cost removed Two structural changes have r
Slide 9: Less noise, singular focus
BLACKPEARL GROUP INVESTOR RELATIONS PAGE 9 OCT 2026 Less noise, singular focus For personal use only DaaS and Platform are our focus. ORIGINAL MODEL REVISED MODEL SaaS-led and capital heavy Technology-led and cash efficient 100% of DaaS came from SaaS Use our technology advantage to open new paths t
Slide 10: The position we grow from
BLACKPEARL GROUP INVESTOR RELATIONS PAGE 10 OCT 2026 The position we grow from For personal use only Three things to take away from Q2 FY27. REVENUE QUALITY Partnership with a leading US data supplier 70+ Heads of agreement established, with a 70+ company referral pipeline identified and immediate C
Slide 11: Q&A
BLACKPEARL GROUP INVESTOR RELATIONS PAGE 11 OCT 2026 For personal use only Q&A
Slide 12: Thank You
BLACKPEARL GROUP INVESTOR RELATIONS PAGE 12 OCT 2026 For personal use only Thank You Ad Astra