Skinkandy Limited · ASX:SK1
Skinkandy — ASX Mid-Cap Conference September 2026
14 slides from Skinkandy's conference presentation, Sep 23, 2026
Slide 1: Investor Presentation
al use only INVESTOR PRESENTATION ASX:SK1 · SEPTEMBER 2026
Slide 2: Contents
CONTENTS THE GOLD STANDARD IN PIERCING al use only 1 Who is SkinKandy Pages 3–6 Who we are · Board and management · Business model and revenue mix · The art of needle piercing 2 Quality of earnings Pages 7–8 FY26 results and KPI trends · Store economics and payback 3 Growth strategy Pages 9–11 Strat
Slide 3: SkinKandy is ANZ's leading piercing specialist
SkinKandy is Australia’s and New Zealand’s leading piercing specialist, dedicated to al use only creating the world’s most trusted piercing brand. Every customer experience is built on expert, certified piercers, uncompromising safety standards and premium body-safe jewellery. 3
Slide 4: Board and management
Board and management Deep specialty retail, finance and governance experience across the Board and executive team BOARD OF DIRECTORS Trent Peterson Dain Friis Melanie Wilson INDEPENDENT NON-EXECUTIVE CHAIR CEO & EXECUTIVE DIRECTOR INDEPENDENT NON-EXECUTIVE DIRECTOR Managing Director of Catalyst Dire
Slide 5: SkinKandy: ANZ's piercing specialist
SkinKandy: ANZ’s piercing specialist A service-led retail model – piercing anchors the customer relationship F Y26 RE VENUE MIX Piercing related revenue · 61% al use only 52% 9% 39% Piercing services Aftercare Fashion jewellery The demand anchor – the start of a customer’s piercing and body jeweller
Slide 6: The art of piercing: 90%+ performed by needle
The art of piercing: 90%+ performed by needle The business is built around needle piercing – the specialist method most of the market does not offer 90%+ Every placement 55+ piercing types across ear, nose, face, mouth and body – Safer, faster healing Lower embedding risks – precise control over ang
Slide 7: FY26: growth with quality of earnings
FY26: growth with quality of earnings First results as a listed company – delivered in line with Prospectus forecasts Revenue EBIT NPAT LFL revenue growth Net cash $90.2m $13.8m $9.0m 9.6% $13.8m al use only +29% vs FY25 +39% vs FY25 +41% vs FY25 matching FY25 no drawn debt KE Y KPI TRENDS · F Y23 →
Slide 8: Capital-efficient stores, rapid payback
Capital-efficient stores, rapid payback Small-format stores with attractive unit economics – a self-funding roll-out A T YPICAL NE W STORE THE MATUR ATION CURVE Net fit-out capex (after landlord contributions) ~$160k 47% al use only median mature store EBITDA margin2 Opening inventory (store and war
Slide 9: Growth strategy update
Growth strategy update The Group's strategy remains as described in the Prospectus with all 3 initiatives on-track 1 2 3 al use only Expand the network across Improve store unit economics and Enter other international markets Australia and New Zealand grow the online channel Build out the ANZ footpr
Slide 10: A long runway in Australia and New Zealand
A long runway in Australia and New Zealand A proven roll-out capability, with the network at approximately half of its identified home-market potential 180–210 +15–20 p.a. al use only 109 87 ANZ network potential 66 50 FY23 FY24 FY25 FY26 FY27+ Long term FY27: 18–20 new stores Disciplined site selec
Slide 11: International: South Africa showing promise
International: South Africa showing promise Assessing a first market for entry from 2027 – layered onto a strong and self-funding ANZ foundation PRIORIT Y MARKE TS MARKE T ENTRY APPROACH 1 Entry – validate market fit Launch a first cluster of ~2–5 stores in one high-demand metropolitan area, with lo
Slide 12: Disclaimer
Disclaimer Important information Future performance Financial and other data This presentation has been prepared by SkinKandy Limited (ACN 636 484 814) This presentation may contain certain forward looking statements, forecasts, Non-IFRS financial information is financial information that is present
Slide 13: Glossary
Glossary Term Definition Cash conversion Pro forma operating cash flow before interest and tax as a percentage of pro forma EBITDA CODB Cost of doing business — the difference between gross profit and EBITDA, excluding other income, comprising employee, occupancy, distribution and other operating ex
Slide 14: The Gold Standard in Piercing
al use only T H E G O L D S TA N D A R D I N P I E R C I N G ASX:SK1 investors@skinkandy.com investors.skinkandy.com