#039;000 4,190 3,959 4000 3,426 4000 3,379 Up 2000 Up 2000 25% 30% 0 0 FY18 FY19 FY20 FY18 FY19 FY20 Customer Sites 15000 Consumer Bookings 15 12.5 11,334 Since Launch (Million) 9,782 10000 10 9.4 7,27

Slide 5: Unit economics and track record of value creation

Unit economics and track record of value creation Growth investments drive June 2020 Change YoY long term value creation ACV per Site $577 $8,000 $7,000 ACV Churn 6% $6,000 $5,000 LTV/CAC Gross Margin 82% $4,000 7.0 $3,000 LTV LTV per Site $7,900 $2,000 $7,900 LTV/CAC 7.0 $1,000 CAC $0 CAC months 24

Slide 6: Attractive Unit Economics - SaaS Metrics

Attractive Unit Economics - SaaS Metrics 7x Lifetime value (LTV) / customer acquisition costs (CAC) - supports growth investments June 2019 June 2020 Calculation NOTES: 1. LTV currently excludes the significant upsell opportunity by Revenue per Site $34 $362 Total revenue per month adding value to e

Slide 7: Rising Contribution Margin with investments for growth

Rising Contribution Margin with investments for growth Costs controlled with attractive unit economics driving investments in growth and major projects 5000 600 NOTES: 4500 1. 3 major contracts signed in H2FY19: 400 • St Vincent’s Health Australia 4000 • Benestar • Medibank 3500 200 2. Maintenance O

Slide 8: COVID-19 Update

COVID-19 Update • Subscription revenues and usage • COVID-19 caused unexpected • COVID-19 has brought forward the • The impact of the pandemic is fees largely intact through the delays to previously announced structural shift to online in the ongoing, but it is not practical to Coronavirus (COVID-19

Slide 9: Revenue Model: Multiple sources with 75% from recurring subscription fees

Revenue Model: Multiple sources with 75% from recurring subscription fees 1st Group has multiple revenue sources. Historically driven by online appointment booking subscription fees. Now the growth opportunity has been extended by providing customers with a range of additional value-added products a

Slide 10: Current Addressable Market (CAM) - $1.2b

Current Addressable Market (CAM) - $1.2b Potential total addressable value from markets we are currently active in: Subscription Advertising/Patient Usage Fees • GP’s Fees Education • Specialists • Dentists • Pharmacies • Physiotherapists $160m +$400m +$650m • Psychologists • Podiatrists CAM CAM CAM

Slide 11: Platforms and Online Health Marketplaces

Platforms and Online Health Marketplaces 1st Group platforms integrate with SaaS Platforms & Marketplaces* around 45 existing Practice Management Software (PMS) systems, Connecting healthcare for all family members providing coverage of approximately 99% GP, 90% dental, 75% specialist and 75% allied

Slide 12: Current Product Suite – Creating a digital patient journey

Current Product Suite – Creating a digital patient journey 1ST Group’s product suite vastly improves the entire consumer and patient experience, thereby creating loyalty to the practice/business, improving retention rates and enhancing lifetime customer value creation Problem Connect & Book 50m appo

Slide 13: Market Positions

Market Positions Optometry Pharmacy Vet/Pet Services Other Sectors ~1,300 sites (65%) ~3,000 sites (75%) ~700 sites (20%) GP, Dental, Allied, Specialists, Hospitals, Gov, Corp. etc Est. TAM 2,000 sites Est. TAM 4,000 sites Est. TAM 3,600 sites ~6,300 sites | Estimated TAM 140,000 sites #1 #1 #1 Copy

Slide 14: Revenue Analysis

Revenue Analysis Annualised recurring revenue (ARR*). 2 year CAGR 27% (FY20 vs FY18) High quality recurring revenue sources underpinned revenue growth in FY20 Subscriptions Revenue Usage Fee Revenue Advertising Revenue Setup Fee Revenue ARR (Right Scale) 1,800 7,000 1,600 6,000 1,400 5,000 1,200 Rev

Slide 15: Financial Results

Financial Results 2020 $ 2019 $ Revenue 4,950,003 3,959,158 Expenses Loss on disposal of assets (812) (788) Advertising and marketing expenses (1,251,699) (984,307) Professional and consulting fees (629,127) (475,408) Operations and administration expenses (3,450,342) (2,895,462 ) Employee benefits

Slide 16: Balance Sheet: Cash and Funding Position

Balance Sheet: Cash and Funding Position $000 At 30 June 2018 At 30 June 2019 At 30 June 2020 Cash 277 2,773 2,054 Undrawn Facility 1,000 100 450 Total Available Funds 1,277 2,873 2,504 Facility 2,000 2,000 2,000 Drawn 1,000 1,900 1,550 Update on cash and funding At 30 June 2020, the Group held $2.0

Slide 17: Year Financials and Drivers

5 Year Financials and Drivers Number Of Sites Revenue $000s 12,000 11,334 6,000 CAGR 43% 9,782 CAGR 26% 4,952 10,000 5,000 3,959 8,000 7,271 4,000 3,426 # of sites $’000s 6,000 4,813 3,000 2,277 1,964 4,000 2,704 2,000 2,000 1,000 - - FY16 FY17 FY18 FY19 FY20 FY16 FY17 FY18 FY19 FY20 Annualised Recu

Slide 18: Growth Strategy

Growth Strategy Increase Bookings Strategic Upsell Advertising No. Sites Per Site Investments Significant upsell Opportunities to Organic site Structural shift to Helping healthcare potential to the invest in additional growth from: online bookings is practitioners/ existing customer verticals and C

Slide 19: Key Investment Considerations

Key Investment Considerations Rising Contribution Large Addressable Multiple Margin Markets Growth Drivers • Revenue growth momentum • Large online health services market • Acquire new customers as they increase their online • Directionally positive SAAS metrics presence and digital profile through

Slide 20: Board and Management

Board and Management Trevor Paul Welch Louise Joel Eddie Matthews Non-Executive McElvogue Reynolds Quinones Klaus Director Mike Emmett Richard Mirné Chairman (Retiring at AGM) Bartosch (Incoming Chairman Non-Executive Non-Executive Director Rogers Chief Technology Officer Le Roux Sales Director at A

Slide 21: Company History

Company History We improve lives by connecting consumers to a variety of healthcare services and information anytime, anywhere, so they can get well sooner and stay well longer The group has The first service, signed Headquartered MyHealth1st, agreements …And has over in Surry Hills, launched to sup

Slide 22: Financial Overview

Financial Overview Capital Structure Stock Information Key Holders % As at 13 October 2020 ASX:1ST Mr John Charles Plummer 25.2 Share price $0.029 Kinderhook Partners LLC 4.8 52 week share price range $0.018 - $0.089 Mr Tony & Helen Gandel 4.2 Shares on Issue 424.6m Mr Trevor Matthews 2.4 Mr Ruairi

Slide 23: SaaS Industry Metrics Glossary

SaaS Industry Metrics Glossary ARR ACRR Gross Margin Annualised Recurring Revenue (ARR) is the value of all Annualised Customer Retention Rate (ACRR) is calculated Gross Margin is Revenue minus Cost of Services (COS), recurring monthly revenues in a month normalised to a as 100% – ACV Churn Rate. wh

Slide 24: Disclaimer

Disclaimer This presentation has been prepared by 1st Group The Recipient, intending investors and respective Limited ACN 138 897 533 (1ST or the Company). Each advisers, should: Recipient of this presentation is deemed to have agreed to accept it is subject to the qualifications, a) Conduct their o

Slide 25: Thank you

Thank you CEO • kbartosch@1stgrp.com • 0414992811 CFO • rrogers@1stgrp.com • 0438409482 1stgrp.com • 1300 266 517 Copyright 2020 1st Group Ltd ACN 138 897 533 • Address: Level 4, 17 Bellevue Street, Surry Hills NSW 2010

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