Felix Group Holdings Ltd. · ASX:FLX
Felix — H1 FY26 Earnings Presentation
26 slides from Felix's earnings presentation, Feb 24, 2026
Slide 1: H1 FY26 Results Presentation
H1 FY26 Results Presentation February 2026
Slide 2: Vision
Vision The trusted supply chain platform for the built environment. 2
Slide 3: Felix snapshot
Felix snapshot Leading enterprise platform for capital-asset focused organisations to manage and engage with their supply chains Established enterprise SaaS platform, trusted by market-leading organisations to manage and engage with their supply chains, and meet emerging supply chain ESG requirement
Slide 4: Contents
Contents H1 FY26 highlights 5 AI update 10 Felix overview 13 Growth strategy 18 Additional information 23 4
Slide 5: H1 FY26 highlights
H1 FY26 highlights Step-change in scale, with the Nexvia acquisition expanding Felix’s monetisation capability alongside continued enterprise wins and expansions $12.2m $7.1m Nexvia Group ARR +47% on H1 FY25 Enterprise ARR1 +11% on H1 FY25 Strategic Acquisition to accelerate Vendor Monetisation 101%
Slide 6: Group ARR
Group ARR Group ARR of $12.2m in H1 FY26, reflecting the initial contribution from Nexvia and continued enterprise execution H1 FY26 Highlights Group ARR ($m) ↘ Commercial momentum and ARR mix 12.2 o Group ARR grew +47% to $12.2m, reflecting continued enterprise execution alongside the initial contr
Slide 7: Strategic acquisition
Strategic acquisition Acquisition of Nexvia to accelerate Felix’s Vendor monetisation strategy Expand product capability 1 Broadens Felix’s platform footprint, adding Nexvia’s project and business management functionality for project-led SMEs. Platform synergies 2 Unlocks substantial interoperabilit
Slide 8: Summary H1 FY26 results
Summary H1 FY26 results H1 FY26 ($000) H1 FY25 ($000) Change 1 TOTAL REVENUE 5,471 4,116 33% ENTERPRISE REVENUE 3,430 2,990 15% Total revenue increased 33%, driven by 15% growth in enterprise revenue, 1 contribution from Nexvia from October 2025 and increase in other income ENTERPRISE COGS Consultan
Slide 9: Outlook
Outlook In FY26, Felix is focused on strategic investments for long-term growth and scale to unlock accelerated revenue and earnings growth in FY27 and beyond FY26 key priorities H1 FY26 progress • Continued domestic enterprise ARR growth supported by Nexvia‘s sector strength and early • 4 new enter
Slide 10: AI update
Al update felix 10
Slide 11: From workflow to intelligence
From workflow to intelligence A decade of workflow digitisation has provided Felix with the data foundation for AI-assisted intelligence and automation 2015 Today Tomorrow Rich data picture within Felix’s platform Manual Era Digitisation AI-Powered Intelligence Manual paper-based workflows Felix’s e
Slide 12: Priority AI applications
Priority AI applications Initial prioritisation of AI use cases focused on foundational workflows that underpin Felix‘s modules, representing areas that involve the greatest manual effort and value for customers AI-Assisted Bid Comparison AI-Assisted Vendor Prequalification Sourcing Module Vendor Ma
Slide 13: Felix overview
Felix overview felix 13
Slide 14: Perfect storm of critical issues
Perfect storm of critical issues Converging external challenges and inefficient processes are driving rapid change in how organisations manage and engage with their supply chains enterprise-wide Example supply chain ecosystem on a Supply chain compliance single project or asset Intensifying project
Slide 15: Built for asset intensive sectors
Built for asset intensive sectors Felix targets high-value sectors which operate across large and complex capital asset projects Capital asset sectors share characteristics that Felix’s platform has been purpose-built from the ground up to seamlessly manage throughout the entire asset lifecycle: Pro
Slide 16: Felix's solution
Felix’s solution Enterprise-grade platform connects and harmonises the supply chain ecosystem, improving visibility, trust and efficiency for organisations, Vendors and industry participants Enterprise solution Vendor SME solution Project Estimation & Finance & Management Tenders Budgeting Supply ch
Slide 17: Trusted solution for market-leaders
Trusted solution for market-leaders 75 Tier 1 and leading organisations trust Felix to manage and engage with their supply chains Select customers 17
Slide 18: Growth strategy
Growth strategy 1. Drive domestic 2. Core platform 3. International 4. Vendor enterprise growth expansion expansion monetisation 18
Slide 19: 1. Domestic enterprise growth
1. Domestic enterprise growth Proven enterprise growth strategy delivering organic growth and contract expansions ↘ Growth in enterprise customers driven by established GTM strategy, strong value Domestic contract wins & expansions in H1 FY26 proposition in verticals relative to point solutions and
Slide 20: 2. Contract value expansion
2. Contract value expansion Driving ARR per customer through a disciplined land-and-expand playbook Expansion approach ↘ Expand to other divisions or geographies – initial contract use cases generally have a narrow focus, representing opportunities to upsell into additional divisions and geographic
Slide 21: 3. International expansion
3. International expansion Expanding in-region resources to capture international pipeline opportunity ↘ Felix has completed key international readiness initiatives, including localisation Enterprise customer pipeline features, international data security and compliance certificates (ISO27001, SOC-2
Slide 22: 4. Vendor monetisation
4. Vendor monetisation Nexvia acquisition accelerates Felix’s Vendor monetisation strategy, unlocking an opportunity for a step-change in growth ↘ Mandated usage of the Vendor Marketplace by Felix’s enterprise customer has Vendor Marketplace growth driven strong network effects, growing the Marketpl
Slide 23: Additional information
Additional information felix 23
Slide 24: Corporate Overview
Corporate Overview Share price performance (last 12 months) Substantial shareholders1 Briarwood Capital Partners 15.3% $0.30 David Williams 14.4% Perennial Value Management 11.6% George Rolleston (NED) 7.6% $0.25 Thorney Investment Group 5.7% Salter Brothers Emerging Companies 5.4% $0.20 Financial i
Slide 25: Board and Management
Board and Management Dominic O’Hanlon - 30 years’ experience across high-growth technology and - Extensive corporate experience in Australia and Joycelyn Morton internationally across a variety of industries companies, listed company governance, multinationals, Chairman strategy and go-to-market exe
Slide 26: Disclaimer
Disclaimer The information in this presentation does not constitute Accordingly, neither the Company nor any of its directors, personal investment advice. The presentation is not intended officers, employees, advisers, associated persons to be comprehensive or provide information required by or subs