Count Limited · ASX:CUP
Count — Investor Presentation (March 2026)
34 slides from Count's investor presentation, Mar 31, 2026
Slide 1: Acquisition of Oracle Group and Equity Raising
Acquisition of Oracle Group and Equity Raising 31 March 2026 1
Slide 2: Important information
Important information Important notice and disclaimer subject to change without notice. The Company reserves the right to withdraw the Offer or vary the timetable for the Offer without notice. The following notice and disclaimer applies to this investor presentation (Presentation or document) and yo
Slide 3: Important information
Important information Future performance incurred by you as a result of the information in this Presentation being inaccurate or incomplete in any way for any reason, whether by This Presentation contains certain 'forward-looking statements' that are based on management's beliefs, assumptions and ex
Slide 4: Oracle Group acquisition background
Oracle Group acquisition background Acquisition overview Funding and impacts • Count Limited (ASX:CUP) (Count) has entered into a binding agreement to • Upfront cash consideration to be funded via a $35.9m equity raising and acquire 100% of the businesses operated by Oracle Advisory Group Pty Ltd dr
Slide 5: Oracle Group acquisition background (continued)
Oracle Group acquisition background (continued) Snapshot of Oracle Group Key acquisition benefits • A leading provider of financial advice and investment services to clients throughout Australia since 1986 Expands Count's core pillars Directly grows Advice, Investment Management, Equity Pillars • Ne
Slide 6: Acquisition of Oracle Group enhances Count's flywheel
Acquisition of Oracle Group enhances Count’s flywheel ✓ Continued execution of Count's M&A growth ✓ Growing pool of employed advisers Integrating Oracle Group grows the Count Own the profit margins by investing in strategy Strengthens the platform for future financial Equity adviser base to 98 emplo
Slide 7: Our ambition
Acquisition of Oracle Group accelerates Count's strategic expansion Our To be the leading provider of integrated accounting and wealth services, helping clients through our dynamic perspective that identifies insights from their past, maximises their present and plans for a future where they can do
Slide 8: Strong strategic fit to drive long-term shareholder value
Strong strategic fit to drive long-term shareholder value Significantly accelerates and strengthens Count’s position as a leading diversified financial services group Strengthens Enhances participation in structurally high-growth end markets and strengthens the platform for financial planning future
Slide 9: Acquisition overview and strategic rationale
Acquisition overview and strategic rationale 9
Slide 10: Overview of Oracle Group
Overview of Oracle Group • Oracle Group is a leading, scaled provider of financial advice and investment services to clients throughout Australia • Headquartered in Newcastle, NSW with a total of 14 offices across NSW, VIC and QLD • Operates through three specialist entities: Oracle Advisory Group,
Slide 11: Acquisition of Oracle Group delivers greater scale
Acquisition of Oracle Group delivers greater scale Combined FUA delivers greater scale and a stronger Combination significantly expands Count’s employed platform for FUM growth1 adviser network and national footprint COUNT ORACLE GROUP COUNT ORACLE GROUP 503 firms $40.2b Funds under advice + $1.8b F
Slide 12: Significant increase to Wealth segment contribution
Significant increase to Wealth segment contribution The acquisition of Oracle Group will drive a significant increase in the contribution of Count’s Wealth segment… Wealth contribution to Count revenue Wealth contribution to Count EBITA 40% 46% of 1H FY26 revenue on a of 1H FY26 EBITA on a standalon
Slide 13: Count has an extensive track record of successfully acquiring and integrating businesses of scale
Count has an extensive track record of successfully acquiring and integrating businesses of scale Proven track record in material advice acquisitions, significantly Significant experience in managing key issues and risks ✓ expanding Count's premium services and delivery of expanded ✓ associated with
Slide 14: Summary of key acquisition terms
Summary of key acquisition terms Acquisition target • Count has entered into a binding agreement to acquire the Oracle Group businesses (operated by Oracle Accounting (Australia) Pty Ltd, Oracle Advisory Group Pty Ltd and Oracle Investment Management Pty Ltd), a provider of accounting, financial pla
Slide 15: Pro forma financials
& Count Pro forma financials
Slide 16: Pro forma balance sheet
Pro forma balance sheet Pro forma Pro forma Pro forma Pro forma • Count financials extracted from 31 transaction and Count Oracle debt/equity transitional acquisition historical December 2025 statutory financial raising adjustments2 balance sheet costs1 statements whilst Oracle financials $'000 $'00
Slide 17: Equity Raising summary
& Count Equity Raising summary
Slide 18: Equity Raising summary
Equity Raising summary • Fully underwritten Institutional Placement to raise approximately $35.9m (Placement) Placement • The Placement is not subject to shareholder approval and will fall within the Company’s placement capacity under ASX Listing Rule 7.1 and ASX Listing Rule 7.1A • Eligible Count s
Slide 19: Sources and uses of funds
Sources and uses of funds Sources & Uses Sources of funds A$m Uses of funds A$m c.1.0x Equity raising1 $35.9m Upfront cash consideration $49.8m Scrip consideration funding $4.1m Scrip consideration / issuance $4.1m Post-transaction pro forma net debt / Debt facility drawdown and $38.2m Deferred cash
Slide 20: Indicative Equity Raising timetable
Indicative Equity Raising timetable Event Date (2026) Record date for SPP 7:00pm (AEDT) on Monday, 30 March Trading halt and announcement of the Acquisition and Equity Raising Tuesday, 31 March Placement bookbuild Tuesday, 31 March Announcement of completion of Placement and trading halt lifted – tr
Slide 21: Key risks
& Count Key risks
Slide 22: Key risks to Count
Key risks to Count There are several risks and uncertainties which are specific to Count and of a more general nature, which may affect the future operating Regulatory matters and financial performance of Count and the value of Count Shares. The businesses operated by Count are highly regulated, in
Slide 23: Key risks to Count
Key risks to Count Legislative risks There is also potential liability arising from actions or conduct of Count or any of its subsidiaries (including litigation instigated by Any substantive changes to legislation, regulatory policy, case law or other laws and regulations (including the interpretati
Slide 24: Key risks to Count
Key risks to Count Insurance the financial performance of Count. Count will be vulnerable to losing authorised representatives to other ASF licensees if Count is unable While Count and its subsidiaries have held various policies of insurance covering their operations, not all risks are insurable, in
Slide 25: Key acquisition risks
Key acquisition risks Acquisition risks Business risk Use of funds risk The negotiations between Count and the Oracle Group were conducted on the basis of certain disclosures by the Oracle Group. While Count intends to use the funds raised from the Equity Raising to fund the acquisition of the Oracl
Slide 26: Key general investment risks
Key general investment risks Dilution risk As part of the Acquisition, it is proposed that certain securityholders of the Oracle Group would be entitled to receive scrip consideration No assurance can be given that the New Shares will trade at or above the Offer Price or that there will be an active
Slide 27: International offer restrictions
International offer restrictions 27
Slide 28: Important information
Important information Hong Kong New Zealand WARNING: This document has not been, and will not be, registered as a prospectus under the Companies (Winding Up and Miscellaneous This document has not been registered, filed with or approved by any New Zealand regulatory authority under the Financial Mar
Slide 29: Summary of Underwriting Agreement
Summary of Underwriting Agreement 29
Slide 30: Summary of Underwriting Agreement
Summary of Underwriting Agreement Count has entered into an underwriting agreement with the Joint Lead Managers in respect of the Placement (Underwriting Agreement). markets, or political or economic conditions of Australia, China, Hong Kong, Singapore, any member state of the European Union, the Un
Slide 31: Summary of Underwriting Agreement
Summary of Underwriting Agreement n) any of the following occurs: i. ASIC issues or threatens to issue proceedings in relation to the Placement or commences any formal inquiry or investigation into the Placement (or publicly announces its intention to do so); ii. there is an application to any gover
Slide 32: Appendix
& Count Appendix
Slide 33: Oracle Group expands Count's east coast presence
Oracle Group expands Count’s east coast presence Rockhampton Brisbane 67 3 2 5 Gold Coast Tweed Heads Murwillumbah 63 1 39 2 Byron Bay Taree Nelson Bay Newcastle 166 11 2 8 Erina Parramatta 3 Sydney Wagga Wagga 125 8 2 1 Melbourne Licensed Advice Firms Equity Partners – Accounting and Wealth 8 1 Ser
Slide 34: Key financial definitions
Key financial definitions • Underlying Revenue: underlying revenue excluding divested operations or items that do not contribute to the ongoing performance of Count • Underlying Contribution Margin: underlying contribution margin excluding divested operations or items that do not contribute to the o