Catapult Sports Ltd. · ASX:CAT
Catapult Sports — Investor Day (March 2026)
27 slides from Catapult Sports's investor day presentation, Mar 30, 2026
Slide 1: Catapult FY26 Analyst Day, Presentation
CATAPULT.COM ECATAPULT CATAPULT FY26 ANALYST DAY, PRESENTATION MARCH 30, 2026 Catapult Sports Ltd (ASX:CAT, ‘Catapult’ or the ‘Company’), the global leader in sports technology solutions for professional teams, is pleased to host an Analyst Day for equity research analysts in Sydney today. At the An
Slide 2: Forward-Looking Statements
CATAPULT.COM €CATAPULT FORWARD-LOOKING STATEMENTS This document contains forward-looking statements. Do not place undue reliance on them as actual results may differ and may do so materially. They reflect Catapult's views as at the time made, are not guarantees of future performance and are subject
Slide 3: Analyst Day
< CATAPULT ANALYST D MARCH 30, 2026 WILL LOPES Chief Executive Officer & Managing Director BOB CRUICKSHANK Chief Financial Officer
Slide 4: Important Notice
ECATAPULT IMPORTANT NOTICE Forward-looking statements ‘This document contains forward-looking statements including plans and objectives. Do not place undue reliance on them as actual results may differ and may do so materially. They reflect Catapult's views as at the time made, are not guarantees of
Slide 5: Our Vision
OUR VISION UNLEASH THE POTENTIAL OF EVERY TEAM AND ATHLETE ON EARTH
Slide 6: Strong Value Proposition
ECATAPULT STRONG VALUE PROPOSITION HELP TEAMS MAKE BETTER DECISIONS THROUGH A COMPREHENSIVE ALL-IN-ONE TECHNOLOGY SAVE TIME DISCOVER INSIGHTS Help teams make better use of Contextualize data to increase time with improved workflows access to meaningful insights
Slide 7: Designed for Profitable Growth at Scale
DESIGNED FOR PROFITABLE GROWTH AT SCALE i Cost of Growth (Variable Cost) Fixed Costs METRIC Delivery Sales & Marketing R&D (inclusive of CAPEX) KEY ITEMS TARGET Video Hardware Data & Hosting License Royalty Support Customer Success 10% Supply Chain & Logistics Sales Marketing 15% Revenue Operations
Slide 8: With Clear Measures of Success
WITH CLEAR MEASURES OF SUCCESS E&CATAPULT THFY26 RULE OF 40 IS OUR FOCUS ACV GROWTH MANAGEMENT EBITDA Pro Team Count ACV per Pro Team ACV Retention Wenitelits Coss Bed Ce Lg Efficiency Discipline 3,878 US$28.3k 95.1% 49% 37% Continue to land new Through a Continue to invest in Support growth, Levera
Slide 9: Which Makes Us Very Bullish on Our Future
ECATAPULT WHICH MAKES US VERY BULLISH ON OUR FUTURE ACV ($USM) 1000 10X 10XACV 600 8x While ambitious, we are bullish in attaining US$1B ACV, 200 HIFY25 paces ° cial information inthis slide is provided solely to illustrate Catapult's ACV growth ambition. The info ust not be relied upon as, a statem
Slide 10: Our Pathway to US$1B ACV: Land and Expand
ECATAPULT OUR PATHWAY TO USS1B ACV: LAND AND EXPAND TARGET: US$100K - US$150K h 10K Je 7.5-8X ACV LAND: TARGET: 7K - 10K Geographic Expansion Women's Teams ony cas ACV-2-3 YEARS wz>m4 Pa = sk Teams @ 840K Greenfield ACV FY26 Team Funding 2K Expansions $150K $20K $50K $100K ACV PER TEAM (US$K) EXPAND
Slide 11: Well on Our Way to Our Land Targets
ECATAPULT WELL ON OUR WAY TO OUR LAND TARGETS Pro Teams 4,000 = The Pro Team TAM is made up of 20,000+ teams, with significant whitespace in the P&H vertical 3,000 = We are the technological and market leader in this space 2604 = Our world-wide commercial team is uniquely positioned to capture this
Slide 12: Growing ACV per Pro Team Is Critical to Delivering on Our Ambition
GROWING ACV PER PRO TEAM IS CRITICAL TO DELIVERING ON OUR AMBITION Land with P&H US$20k Upsell Features & Cross-Sell 5X Initial ACV New Solutions Average ACV per Pro Team US$100-150k Important Note: The financial information in this slide is provided solely to illustrate the ways in which Catapult c
Slide 13: We Have Now Transitioned into a Multiple Product Platform
€CATAPULT WE HAVE NOW TRANSITIONED INTO A MULTIPLE PRODUCT PLATFORM CATAPULT ATHLETE MONITORING VIDEO ANALYSIS Wearable tracking that optimizes elite athlete Integrated video and tactical analysis accelerating load and performance team performance decisions GYM MONITORING SCOUTING MOTORSPORT Strengt
Slide 14: With a Growing Solution Portfolio Built for ACV Expansion
WITH A GROWING SOLUTION PORTFOLIO BUILT FOR ACV EXPANSION E&CATAPULT SOLUTIONS PERFORMANCE & HEALTH TACTICS & COACHING ATHLETE MONITORING PRO VIDEO ANALYSIS SUITE + Vector Pro (LPS/GPS) + MatchTracker + Vector Core & Core+ (GPS) + Focus & Hub * Catapult One (GPS) + Thunder > Hub Pro (Transitioning)
Slide 15: We Are Already Seeing Strong Results in Expanding ACV per Pro Team
ECATAPULT WE ARE ALREADY SEEING STRONG RESULTS IN EXPANDING ACV PER PRO TEAM Average ACV per Pro Team ($USK) 30 = Expanding solution depth is already driving results. ACV per pro team has 28 grown 18% in under two years = ACV per pro team is one of our clearest a signals of strategy execution. We ex
Slide 16: Multi-Solution Penetration a Leading Indicator of Long-Term ACV Growth
CATAPULT MULTI-SOLUTION PENETRATION A LEADING INDICATOR OF LONG-TERM ACV GROWTH Multi-Solution Pro Teams (%) 1,200 AVG ACV PER PRO TEAM BY # OF SOLUTIONS HELD COMPARED TO A SINGLE SOLUTION TEAM 267% 1,000 2 Solution aye ~3X higher 800 >5X higher 500 17.0% g iISEss 4+ Solutions 13.9% 400 >15X higher
Slide 17: Catapult Is Positioned to Lead the Agentic Revolution in Sports Tech
E&CATAPULT CATAPULT IS POSITIONED TO LEAD THE AGENTIC REVOLUTION IN SPORTS TECH 01 02 03 OUR INDUSTRY WILL NOT BE OUR PRODUCTS ARE THE AI GROWS OUR ADDRESSABLE DISRUPTED INFRASTRUCTURE Al NEEDS MARKET Sport is one of the few human Catapult's core products are the data Al removes the analyst capacity
Slide 18: 15+ Years of Proprietary Data — An Advantage No Competitor Can Buy
E€CATAPULT 15+ YEARS OF PROPRIETARY DATA — AN ADVANTAGE NO COMPETITOR CAN BUY Data History Data Breadth Scale Data Quality Network Effect 15+ years of longitudinal athlete data Wearables + video + outcomes in one platform 3,800+ pro teams across every major sport Validated against real performance o
Slide 19: Agentic AI: Expanding ACV per Team Without Replacing What Works
€CATAPULT AGENTIC Al: EXPANDING ACV PER TEAM WITHOUT REPLACING WHAT WORKS Agentic products sit above the existing stack Every team already paying for data capture and analytics becomes an immediately addressable upsell opportunity for future agentic products More solutions per team. Higher ACV per t
Slide 20: Share Based Payments and Payroll Tax
SHARE BASED PAYMENTS AND PAYROLL TAX CATAPULT + Equity plays a key role in our employee remuneration: it aligns with the interests of shareholders by linking compensation with Company performance + Employees act like owners and are good stewards of capital + Important component to M&A to lock in and
Slide 21: Share Based Payments and Payroll Tax
SHARE BASED PAYMENTS AND PAYROLL TAX Share Based Payments - Employee Compensation ° FY26: Expected to be in a range of US$15M to US$16M * FY27 onward: Expected to increase in line with an increase in Catapult headcount, but is also variable based on movements in the share price Share Based Payments
Slide 22: Amortization of Acquisition Intangibles
€CATAPULT AMORTIZATION OF ACQUISITION INTANGIBLES There are three primary elements to Depreciation and Amortization expense: * Depreciation of capital assets (including capitalized COGS), * Amortization of capitalized development costs, and » Amortization of acquisition intangible assets Amortizatio
Slide 23: Introducing Underlying NPAT
€CATAPULT INTRODUCING UNDERLYING NP. In recognition of acquisitions undertaken by Catapult in FY26, and the non-operating and non-cash impact on future Profit & Loss Statements, Catapult is introducing an Underlying Net Profit After Tax metric at the FY26 result. A reconciliation of Statutory Net Pr
Slide 24: Appendix
APPENDIX
Slide 25: SBP - Acquisition Contingent Consideration Schedule
ANALYST PACK SBP - ACQUISITION CONTINGENT CONSIDERATION SCHEDULE US$M FY28 FY29 FY30 FY31 Explanatory Notes: • At the time of the acquisition of IMPECT, the Share Based Payment expense 10.2 3.9 1.2 0.0 schedule of the share based payment expense related to the acquisition contingent consideration is
Slide 26: Glossary of Terms
GLOSSARY OF TERMS TERM DEFINITION ACV or Annualized Contract Value the annualized value of all active subscription contracts in effect using an average exchange rate to US$ over a 1-month period ending on the ACV Effective Calculation Date ACV Churn the reduction in ACV from the loss of customers ov
Slide 27: Unleash Potential
€ CATAPU LT UNLEASH POTENTIAL