Iodm Ltd. · ASX:IOD
Iodm — Shareholder Meeting (October 2026)
12 slides from Iodm's shareholder meeting presentation, Oct 29, 2026
Slide 1: 2026 Annual General Meeting
IODM 2026 Annual General Meeting Mark Reilly, Chief Executive Officer · 29 October 2026 · ASX: IOD As approved by the Board
Slide 2: Important notice
Important notice This presentation has been prepared by IODM Limited (ABN 28 102 747 133) (IODM or the Company). It contains summary information about the Company and its activities current as at the date of this presentation, and should be read together with the Company's other periodic and continu
Slide 3: FY26 and a strong start to FY27
FY26 and a strong start to FY27 FY26 · Year to 30 June 2026 Q1 FY27 · Quarter to 30 September 2026 A$3.22m A$375,908 Revenue, up 16.6% on FY25 Record monthly revenue in September, up 79.9% on PCP A$3.43m Cash receipts, up 29.1% on FY25 A$827,469 UK revenue for the quarter, up 21% on PCP A$(2.56)m NP
Slide 4: Outperforming the UK international student market
Outperforming the UK international student market UK international student visa applications (22.4%) IODM total revenue +10.2% IODM like-for-like student transactions +9.4% Decline Growth Achieved while the Convera minimum payment ceased during the period. Source: IODM management information, calend
Slide 5: What drove revenue growth
What drove revenue growth Like-for-like revenue New universities Total revenue (2.7%) +13.7% +10.2% Broadly stable despite the weaker Contribution to revenue growth Overall year-on-year growth, student environment and the end from newly added universities, calendar year to 31 August 2026 of the Conv
Slide 6: Record September Revenue
Record September Revenue A$375,908 +79.9% on September 2025 A$209,000 18.6% A$97,118 above the previous monthly record, set in October 2025 ■ New universities: A$159,094 ■ Established universities: A$216,814 Sep 2024 Sep 2025 Sep 2026 IODM Limited (ASX: IOD) · 2026 Annual General Meeting 6
Slide 7: A partner-led distribution model
A partner-led distribution model UK and United States UK and Europe United States Convera TransferMate TransferMate Partner across the UK and US. Revenue-share framework Platform agreement announced 9 Two substantial new UK expanded in June 2026 to include April 2026 covering a 283- university contr
Slide 8: An expanding university footprint
An expanding university footprint 15 7 21 43 Established Newly onboarded Universities in Total university universities (14 at universities implementation across accounts, up from 15 at September 2025) the UK, Europe and US September 2025 Includes two substantial new UK contracts won with Convera, on
Slide 9: United States: first tranche underway
United States: first tranche underway 283 15 31 Dec Universities in the Go-lives rolling through the Universities in the first TransferMate US portfolio, December quarter, with all 15 tranche, onboarding since per the 9 April 2026 targeted to be live by 31 October 2026 agreement December 2026 The on
Slide 10: Seasonality and cash timing
Seasonality and cash timing October November September Traditionally the largest Cash receipts follow Record revenue month revenue month October revenue expected Settlement timing affects Q1 Peak of the Northern to be reflected in cash receipts Hemisphere collection period November receipts Q1 FY27
Slide 11: FY27 priorities
FY27 priorities 1 Continue implementing new universities across the UK, Europe and North America 2 Support universities through the Northern Hemisphere peak collection period 3 Extend adoption within existing universities 4 Convert partner channels into live deployments, led by the US rollout 5 Impr
Slide 12: Questions
IODM Questions Thank you for your continued support IODM Limited · ASX: IOD · www.iodm.com.au