Slide 1: 2026 Full Year Results
2026 Full Year Results ASX:ABB 24 August 2026
Slide 2: Acknowledgement of Country
Aussie Broadband acknowledges Aboriginal and Torres Strait Islanders as the First Australians, and for their role as the original communicators, connectors, and carers of the land and waters across Australia. We pay our respects to Elders past and present. We also extend this acknowledgement to Firs
Slide 3: Agenda and Speakers
Agenda Speakers 01 FY26 Overview 02 Financials Brian Maher Group CEO 03 Segment Performance 04 Summary & Outlook Darren Rowland Group CFO 05 Appendices 3
Slide 4: Our ambition: To be the telco people love
Our ambition: To be the telco people love For our customers and partners, trust and service quality underpin premium market positioning Australia’s Most Trusted Telco Brand Supported by industry-leading customer experience Roy Morgan 2021-2025 Independent recognition across customer satisfaction, ne
Slide 5: Aussie Broadband Group - Snapshot
Aussie Broadband Group - Snapshot Evolving at accelerated pace into a diversified communications platform with multiple growth engines Customer trust and service quality at our core Delivered across three key customer segments 100% Australian based Australia’s most trusted Telco Strong customer sati
Slide 6: Organic growth supported by diversified portfolio
Organic growth supported by diversified portfolio Operating leverage contributing to EBITDA margin expansion in a competitive market REVENUE BY SEGMENT GROSS PROFIT BY SEGMENT 1,600 36.6% 35.9% 35.4% 36.1% 36% 1,200 1,295 23% 27% 1,187 32% 29.5% $ million 1,000 800 28.1% 788 28% 50% 18% 59% 400 547
Slide 7: FY26 Overview
01 FY26 Overview 7 7
Slide 8: Highlights
Highlights Strong organic growth together with execution of strategic transactions materially strengthens Aussie Broadband’s growth platform Underlying EBITDA1 up 19.6%; EPSA2 up 25.8% Organic growth across all three operating segments, growing scale and improving operating leverage Strategic reposi
Slide 9: FY26 Operational metrics
FY26 Operational metrics Improvement in key operating metrics accelerates earnings growth 1.11m 263k Australia’s most trusted telco Broadband Most trusted Telco connections across Mobile services brand for the fifth the Group across the Group consecutive year1 Up 323k or 41% vs Jun-252 Up 48k or 22%
Slide 10: Diversified growth platform strengthened through strategic transactions
Diversified growth platform strengthened through strategic transactions Transactions executed across all three operating segments Residential Segment Wholesale Segment BE&G Segment RATIONALE RATIONALE RATIONALE AGL Telco acquisition adds scale with Wholesale agreement adds scale and Enhanced SME cap
Slide 11: FY26 Financials
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Slide 12: FY26 Financial highlights
FY26 Financial highlights Earnings momentum translating into strong cash generation Revenue Underlying EBITDA1 Underlying NPATA2 +9.2% on pcp 180 +19.6% on pcp +25.8% on pcp 1,400 1,295.4 160 80 1,186.5 1,200 140 999.7 120 60 1,000 $ million 788.0 100 $ million $ million 800 546.9 80 165.3 40 600 13
Slide 13: Profit & Loss
Profit & Loss FY25 FY26 Change $m $m Operating leverage driving accelerated Revenue 1,186.5 1,295.4 9.2% earnings growth Gross margin 434.5 465.5 7.1% Gross margin % 36.6% 35.9% (0.7 ppts) • Revenue growth of 9.2% underpinned by organic growth1 across all operating segments Operating expenses (296.3
Slide 14: Underlying EBITDA growth of 19.6%
Underlying EBITDA Underpinned by organic growth of 9% in broadband growth of 19.6%¹ connections and 22% in mobile services2 180 A. Origin direct contribution, gross margin less direct customer service costs, of $7m in FY25 36.3 165.3 160 B. Positive contributions from Nexgen acquisition, More wholes
Slide 15: Capital invested in strategic priorities
Capital invested in strategic priorities $77m $60m $59m • Fibre investment focused on maximising on-net utilisation in the medium term 3 Tech modernisation • Tech modernisation program launched in H2 7 Employee enablement & experience FY26; delivers scalability and operational efficiency over time 1
Slide 16: Flexibility to pursue growth opportunities
Flexibility to pursue Cash Flow & Balance Sheet growth opportunities Key metrics FY25 FY26 Change $m $m • Increase in operating cash flow driven by growth Operating cash flow 117.3 167.2 42.5% (before interest and tax) and increasing operating leverage • Strong cash generation underpins capital Cash
Slide 17: Executing strategy with disciplined capital management
Executing strategy with disciplined capital management Enables execution of accretive acquisitions, investment for the long term, increasing dividends over time, and buy back of shares where this delivers an appropriate return for shareholders EPSA Objectives Highlights 25 20 Maximise Cents 23.9 15
Slide 18: FY26 Segment Performance
03 FY26 Segment Performance 18
Slide 19: Residential: Continued connections growth and pricing rigour
Residential: Continued connections growth and pricing rigour Broadband subscriber growth, higher customer value and mobile momentum underpin continued organic growth FY251 FY262 Change Broadband Connections (‘000) Mobile Services ('000) $m $m 16 Revenue 676.6 760.2 12.4% 14 Cost of Goods Sold (463.7
Slide 20: Business, Enterprise & Government: New enterprise wins increasing scale
Business, Enterprise & Government: New enterprise wins increasing scale Continuing revenue growth supported by product evolution and strategic customer wins FY251 FY262 Change Broadband Connections (‘000) $m $m Revenue 211.7 237.8 12.4% Cost of Goods Sold (113.4) (131.5) (16.0%) 93 87 Gross Margin 8
Slide 21: Wholesale: Successful migration and portfolio diversification supports future growth
Wholesale: Successful migration and portfolio diversification supports future growth Strong execution in mobile and data; enablement platforms underpin further expansion FY251 FY26 Change FY26 Highlights $m $m • Strong data momentum following Symbio migration Revenue 271.9 297.3 9.4% • Mobile growth
Slide 22: Summary & Outlook
04 Summary & Outlook 22
Slide 23: Building accelerating momentum towards Look-to-28
Building accelerating momentum towards Look-to-28 Upgraded ambitions supported by strong FY26 performance, expanded scale and a strengthened market position Pathway to Look-to-28, mapped across 3 financial years FY26 (complete) • Continued organic growth and strategy execution • Strategic transactio
Slide 24: Technology Modernisation
Technology Modernisation Simplifying our technology environment, shaped by multiple acquisitions, to create a scalable, secure and efficient platform for the future FY26 – Foundation FY27 – OSS delivery FY28 – BSS and customer FY29 & Beyond - Established focus1 enablement focus2 Benefits accelerate
Slide 25: Targeted AI adoption
Targeted AI adoption A considered approach: building capability, testing practical use cases and retaining human connection where it matters most Enhanced customer experience Efficient operations Stronger value proposition Faster and more personalised focused Automation and productivity gains Effici
Slide 26: Operating leverage emerging: Supporting long-term value creation
Operating leverage emerging: Supporting long-term value creation Initial margin dilution from AGL Telco offset through integration, scale and productivity initiatives supporting the Look-to-28 EBITDA margin ambition Initial margin impact from AGL Telco acquisition Integration, FY26 Pro FY28 FY25 FY2
Slide 27: FY27 Guidance and Trading Update
FY27 Guidance and 220 Trading Update 210 +14% 200 205-215 18-23 +11% FY26 FY27 Guidance 190 Underlying EBITDA1 $165m $205m to $215m 180 30-35 $ million Capex $59m $60m to $65m 170 Trading Update 160 (3) (5) • Strong start to FY27 - more than 120,000 broadband 150 connections added through organic gr
Slide 28: Key takeaways
Strategic transactions driving Underlying momentum remains Group evolution and expansion positive Diversified growth platform strengthened through Residential - continued organic growth in increased scale, channel expansion and broadband, accelerating momentum in mobile capability uplift BE&G – stro
Slide 29: Thank you.
_— U/ Aussie = Broadband THE ACTUAL AUSSIE WAY Thank you. (— SS a = oo —— — _- — =—
Slide 30: Appendices
05 Appendices 30
Slide 31: Broadband connections
Broadband connections YTD Broadband connections QoQ change YoY change change Jun-25 Sep-25 Dec-25 Mar-26 Jun-26 Aug-261 Sep-25 Dec-25 Mar-26 Jun-26 Total % Total Residential (ex. Buddy) 642,454 653,180 666,373 679,350 682,601 806,271 10,726 13,193 12,977 3,251 40,147 6.2% 123,670 Residential - Buddy
Slide 32: Leveraging ABB's platform and competitive edge
Leveraging ABB’s INVESTMENT HIGHLIGHTS platform and Brand trust, premium positioning and CX competitive edge Onshore support for ABB brand, leading network performance to drive sustainable Scalable owned infrastructure enablers earnings and cash Aussie Fibre, Tier 1 voice, proprietary platforms flow
Slide 33: ESG at Aussie Broadband
ESG at Aussie Broadband Purpose To deliver returns to shareholders while having an overall positive impact on society and the environment. We do this by making considered decisions, and implementing practical and innovative concepts, processes and actions to benefit our stakeholders, our people, our
Slide 34: Our approach to Capital Management
Our approach to Capital Management Objectives Principles Maximise 1. Committed to balance sheet settings consistent with net leverage ratio of up to 2.5x shareholder value 2. Ongoing business as usual Capex i. IRR >15% and payback between 3 & 5 years Maintain 3. Invest in growth - both organic and M
Slide 35: Strategic transactions - impacts on FY26 results
Strategic transactions - impacts on FY26 results FY26 results include 3 months contribution from Nexgen acquisition, and 9 months of Buddy and Cloud following divestment in March 2026 Portfolio Timeline Mar-26 Apr-26 FY26 Q2 FY27 - Buddy & DSH Reported results AGL migration divestment Nexgen acquire
Slide 36: Strategic transactions - impacts on FY27 and beyond
Strategic transactions - impacts on FY27 and beyond Nexgen and AGL Telco acquisitions, and More wholesale services agreement impacts expected to continue beyond FY26 through purchase accounting adjustments alongside previous acquisitions Revenue FY26 FY27 FY28 FY29 FY30 $m $m $m $m $m More Telecom1
Slide 37: Profit & Loss
Profit & Loss FY251 FY26 Change $m $m Revenue 1,186.5 1,295.4 9.2% Network and hardware expenses (752.0) (829.8) (10.3%) Gross Profit 434.5 465.5 7.1% Gross Margin % 36.6% 35.9% (0.7 ppts) Employee expenses2 (207.2) (210.1) (1.4%) Marketing expenses (53.6) (50.7) 5.4% Administration and other expens
Slide 38: Profit & Loss - restatement of comparatives
Profit & Loss - restatement of comparatives FY25 Comparatives Previously reported Reclassification Restated $m $m $m Revenue 1,187.1 (0.6) 1,186.5 Employee expenses (200.7) (6.5) (207.2) Administration and other expenses (42.6) 7.1 (35.5) 38 Comparative amounts have been reclassified where necessary
Slide 39: Balance Sheet
Balance Sheet Jun-25 Dec-25 Jun-26 $m $m $m Cash and cash equivalents 130.3 114.8 125.2 Trade and other receivables 99.3 98.9 124.8 Plant and equipment 148.3 145.4 143.9 Right-of-use assets 50.9 43.9 52.7 Intangibles 610.8 580.2 742.6 Assets classified as held for sale - 22.1 - Other assets 42.6 76.
Slide 40: Cashflow
Cashflow FY25 FY26 Change $m $m Receipts from customers 1,295.4 1,401.0 8.2% Payments to suppliers and employees (1,178.0) (1,233.8) (4.7%) Operating cash flows before interest & tax 117.3 167.2 42.5% Net Interest Payments (14.1) (13.0) 8.2% Tax Payments (34.8) (32.6) 6.5% Operating cash flows 68.4
Slide 41: FY26 Underlying to Statutory EBITDA Bridge
FY26 Underlying to Statutory EBITDA Bridge 170.0 165.3 165.0 160.0 155.0 150.0 (14.4) (2.5) $ million 145.0 (1.9) 144.6 (1.9) 140.0 135.0 130.0 125.0 120.0 Underlying Net loss on Business Business AGL setup Statutory EBITDA disposal of restructure acquisition costs EBITDA businesses expense expense
Slide 42: Segment Breakdown
Segment Breakdown Group Revenue1 Residential Revenue BE&G Revenue Wholesale Revenue1 1400 800 250 350 1200 300 200 1000 600 250 657.6 384.9 122.3 150.3 $ million $ million $ million 598.0 349.5 107.4 $ million 800 150 200 141.1 400 600 100 150 400 200 100 562.1 637.8 327.1 375.3 50 104.3 115.5 147.0
Slide 43: Important Notice & Disclaimer
Important Notice & Disclaimer The information in this presentation is intended to be general background information on Aussie Investors should also be aware that certain financial data included in this presentation including Broadband Limited (ACN 132 090 192) (Company) and its activities and operat