Hipages Group Holdings Ltd. · ASX:HPG
Hipages — Investor Presentation (August 2026)
40 slides from Hipages's investor presentation, Aug 24, 2026
Slide 1: FY26 Financial Results
FY26 Financial Results 24 August 2026 ROBY SHARON-ZIPSER I CEO & Co-Founder JACO JONKER I CFOO
Slide 2: Our vision & purpose
Our vision & purpose Vision Where home improvement is seamless for everyone involved Purpose Transforming the home improvement industry to build better lives for everyone
Slide 3: Agenda
Agenda 1. FY26 results overview 2. Strategy & product update 3. Financial & operational update 4. FY27 outlook hipages Group | 3
Slide 4: FY26 Results Overview
FY26 Results Overview R O B Y S H A R O N - Z I P S ER CEO & Co-Founder hipages Group | 4
Slide 5: hipages Group at a glance (ASX: HPG)
hipages Group at a glance (ASX: HPG) ANZ’s #1 platform to connect FY26 key highlights households with trades and home improvement businesses ✓ $1 of growth revenue generated 50c FCF Purpose: ✓ AI embedded across the product ✓ Successful pricing plan migration in AUS Transforming the home improvement
Slide 6: Delivering sustainable growth
Delivering sustainable growth ARR excl. GST $m Total Revenue $m EBITDA1 $m Free Cash Flow $m 95.6 22.9 90.6 88.4 9.4 83.1 19.6 77.3 75.8 68.7 67.0 16.4 5.6 62.1 61.9 12.3 2.1 10.7 (2.8) (3.9) FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 hipages
Slide 7: Strategic evolution & product development
Strategic evolution & product development R O B Y S H A R O N - Z I P S ER CEO & Co-Founder hipages Group | 7
Slide 8: Our growth relays and expanding our TAM
Our growth relays and expanding our TAM1 hipages core Geographic expansion: Evolution from AI enabled expansion services & business #1 across ANZ Marketplace to Platform householder monetisation Household Solutions TAM: $1.2B 2 TAM: $1.6B 2 TAM: $1.8B 3 (AUS Tradies spend on advertising (ANZ Tradie
Slide 9: Continued progress on our technology roadmap
Continued progress on our technology roadmap FY24 FY25 FY26 FY27 New platform New features Platform enhancement launched in Q4 released Smart Quote AI integration across the platform Single tradie platform Desktop version AI receptionist available: merged 2 function enhancement services into 1 produ
Slide 10: Actively embedding AI across the business
Actively embedding AI across the business 1 2 3 AI in search AI in our AI in our operations product How users find us How we can achieve How we can enhance productivity gains user experience hipages Group | 10
Slide 11: Winning more work
Released in FY26 Smart Quotes Estimates Follow-up questions Winning more work New AI tools at the top of the funnel, helping tradies and businesses respond, price and qualify leads in seconds, converting more of them into paid work. Professional, market-priced quotes generated by AI in Instant, edit
Slide 12: Running every job
Released in FY26 Booking Request Scheduling Location tracker Running every job Beyond winning work, hipages now helps tradies and businesses manage their working day, expanding our role in their daily workflow. Sends available times for a customer to choose and Work and personal calendars synced in-
Slide 13: VIZ Insurance acquisition
VIZ Insurance acquisition Digital-first insurance platform Perfect fit with hipages and purpose-built for Australian tradies another step forward in our strategy • Specialised insurance products for 85+ Entry into high value adjacency trade occupations Increase in TAM with low • Net additional 4.5k
Slide 14: Partnerships allow us to expand services with limited capital
Partnerships allow us to expand services with limited capital required Strategic rationale Perks Partners available to our customers Accounting & Business Fleet & Travel Business Procurement Utilities & Wellbeing Management Management • Extending our value proposition beyond lead generation & job Li
Slide 15: Maintaining our market leadership position
Maintaining our market leadership position Homeowners Businesses #1 #1 for Licensed Tradies & Experts 1 Way to grow your business 2 Perception of professionals on the platform For tradies & home improvement experts #1 #1 Top of Mind Awareness 1,3 Top of Mind Awareness 1 For websites/apps that connec
Slide 16: Extending our reach, building new channels
We are extending our reach, building new channels and laying the foundations for future growth Establishing Expanding our reach Widening Social Media as a new FY27 Focus & visibility our audience growth channel Media model evolving: Supporting our TAM expansion Fuelling new business AI-powered growt
Slide 17: FY26 Performance
FY26 Performance JACO JONKER CFO & COO hipages Group | 17
Slide 18: FY26 Group Financial Highlights
FY26 Group Financial Highlights Key $90.6m $22.9m $9.4m Highlights Total revenue EBITDA Free Cash Flow Up 9% EBITDA Margin 25.3% (up 1.7ppt) Up 66% Other $95.6m $15.0m* $34.2m Financials ARR NPAT Closing cash and funds on deposit Up 8% FY25: $2.4m FY25: $26.9m MRR: $8.0m FY26 Pro-forma NPAT: $6.1m 6
Slide 19: Pricing optimisation supporting continued ARR growth
Pricing optimisation supporting continued ARR growth hipages Group ARR ($m) +8% • Exit MRR of $8.0m (+8%) translating to an ARR of $95.6m. 95.6 • Recurring revenue comprises 98% of 88.4 HPG’s total group revenue, demonstrating 77.3 high quality, predictable revenue streams 68.7 62.1 Key drivers • On
Slide 20: Customer number up 10% with expansion into Insurance adjacency
Customer number up 10% with expansion into Insurance adjacency Serviced businesses (‘000) – hipages Group YoY % • Serviced businesses continue to 60.4 Serviced businesses2 +10.0% present a strategic opportunity to sell value-added services outside of the 4.5 VIZ insurance subscription model • The ac
Slide 21: Operating leverage at scale delivers record EBITDA margin
Operating leverage at scale delivers record EBITDA margin Group operating expenses 1 as % of total revenue Continued cost discipline delivered record 25.3% EBITDA margin, up 1.7ppt vs. pcp 83% 82% 78% Sales 76% 75% 10% 12% • Increased team efficiency supported by AI- 4% 12% 13% 12% powered tools to
Slide 22: Operating leverage in tech: spend of $20.7m now 23% of revenue
Operating leverage in tech: spend of $20.7m now 23% of revenue Group technology development spend (in $m)1 Technology spend of $20.7m held to 23% of revenue 27% while stepping up in AI-enabled product delivery 25% 24% 24% Total technology spend 23% • FY26 delivery highlights: as a % of Revenue - AI-
Slide 23: hipages Australia
hipages Australia
Slide 24: High connection rates and yield growth offset subdued connection volume
High connection rates and yield growth offset subdued connection volume Connection1 volume reflects subdued consumer confidence Yield strategy delivering revenue growth hipages Australia -5% Customer mix hipages Australia $499 & above p.m. $199-$498 p.m. 2,643 2,711 2,704 2,579 2,497 2,487 $99-$198
Slide 25: Continued yield growth fuelling revenue
Continued yield growth fuelling revenue Serviced businesses (‘000) & Revenue per User ($) – hipages Australia YoY % • Total serviced businesses continue to present an opportunity to sell value-added services Revenue 1,714 5.9% outside of subscription model 1,619 per user 1,505 • Subscription busines
Slide 26: Increased platform engagement driving improved retention
Increased platform engagement driving improved retention Number of Monthly Active Users1 (000's) of job management features FY26 FY27 22% 23% • ~23% of subscription customers 21% now using job management (July) • Frequency of use increasing, with Power Users up 82% YoY 13% 7.2 7.5 12% 6.9 11% o 6-8
Slide 27: hipages New Zealand
hipages New Zealand
Slide 28: Continued yield optimisation strategy in NZ delivering 26% ARPU growth
Continued yield optimisation strategy in NZ delivering 26% ARPU growth while maintaining customer base Serviced businesses (‘000) & Revenue per User ($) – hipages New Zealand YoY % • Total serviced businesses create an 839 Revenue per +22% opportunity to introduce other products user outside of lead
Slide 29: FY27 outlook
FY27 outlook R O B Y S H A R O N - Z I P S ER CEO & Co-Founder hipages Group | 29
Slide 30: FY27 targets: continued strong growth in revenue, profitability and cash
FY27 targets1: continued strong growth in revenue, profitability and cash • Total revenue growth 9% - 11% • EBITDA margin 25% - 27% • Free Cash Flow $11m - $13m 1 Assuming no material deterioration in macroeconomic conditions impacting the Group's key markets under the existing strategy hipages Grou
Slide 31: Long-term potential profitability at scale
Long-term potential profitability at scale HPG’s fixed cost profile amplifies operating leverage and unlocks significant profitability as the business scales Revenue 100% 100% Margin accretion 100% over time Management Cash EBIT1 7% 9% Management Cash EBIT1 Variable Costs 20% 30% 20% long-term targe
Slide 32: Questions & answers
Questions & answers hipages Group | 32
Slide 33: Appendices Key Metrics & Financial summary
Appendices Key Metrics & Financial summary hipages Group | 33
Slide 34: FY26 Financial summary
FY26 Financial summary $’000 FY22 FY23 FY24 FY25 FY26 Recurring 58,238 62,931 72,073 80,796 88,639 Transactional 2,419 2,962 3,239 2,350 1,928 ● FY26 recurring revenue 98% of total revenue (FY25: 97%) Total Operating revenue 1 60,657 65,893 75,312 83,146 90,567 Other revenue 1,202 1,114 501 3 1 Tota
Slide 35: FY26 Cash flow
FY26 Cash flow ● Positive operating cash flow up 17% to $26.4m as operating leverage translates into margin expansion ● Positive net cash flow of $7.6m in FY26 bolstering total cash & funds on deposit to $34.2m ● Free cash flow $’000 Cash flow from operations $26,354 Add back M&A transaction costs $
Slide 36: FY26 Statutory balance sheet
FY26 Statutory balance sheet hipages Group | 36
Slide 37: Key Commercial Metrics
Key Commercial Metrics FY22 FY23 FY24 FY25 FY26 HPG 1,631 1,423 1,342 1,382 1,364 Job Volume - hipages AUS 1,576 1,343 1,262 1,289 1,255 ('000) - hipages NZ 55 80 80 93 109 HPG 2,562 2,768 2,835 2,824 2,719 Connection Volume - hipages AUS 2,487 2,643 2,711 2,702 2,579 ('000) - hipages NZ 75 125 125
Slide 38: Key Financial Metrics
Key Financial Metrics FY22 FY23 FY24 FY25 FY26 HPG 61.9 67.0 75.8 83.1 90.6 Revenue - hipages AUS 60.2 64.3 72.4 79.0 85.3 ($m) - hipages NZ 1.7 2.7 3.4 4.2 5.1 - VIZ Insurance - - - - 0.1 HPG 58.2 62.9 72.1 80.8 88.6 Recurring Revenue - hipages AUS 57.9 62.2 70.5 77.4 83.9 ($m) - hipages NZ 0.3 0.7
Slide 39: Glossary and definitions
Glossary and definitions Subscription businesses Refers to business customers committed to a monthly subscription product at the end of the period considered. Serviced businesses Refers to the total number of business customers which have been on a subscription or used other paid services over the l
Slide 40: Disclaimer
Disclaimer Important notice The material in this presentation has been prepared by hipages Group Holdings Limited (ASX: HPG) ABN 67 644 430 839 (“hipages ” or the Company") and is general background information about hipages’ activities current as at the date of this presentation. The information is
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