Slide 1: Annual General Meeting – Presentation
27 May 2026 ANNUAL GENERAL MEETING – PRESENTATION SYDNEY, AUSTRALIA - Dicker Data (ASX: DDR) (“Dicker Data” or the “Company”) provides the attached presentation to be delivered at today’s Annual General Meeting commencing at 1.00pm AEST. Authorised for release by the Board of Dicker Data Limited, Er
Slide 2: About Dicker Data
About Dicker Data Dicker Data (ASX: DDR) is an Australian-owned and operated, ASX-listed technology hardware, software, and cloud distributor in business since 1978. Our sales and presales teams are experienced product specialists who are dedicated to helping our partners tailor solutions to suit th
Slide 3: Annual General Meeting 2026
AGM ANNUAL GENERAL MEETING 2026 www.dickerdata.com.au www.dickerdata.com.au
Slide 4: Agenda
Agenda • Welcome • FY25 Highlights & Results • Market Update & Outlook • Questions DICKER DATA 2
Slide 5: Welcome & Executive Chair's Address
Welcome & Executive Chair’s Address DICKER DATA 3
Slide 6: FY25 Results
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Slide 7: FY25 Highlights
10,000 ACTIVE AU PARTNERS 2,300 ACTIVE NZ PARTNERS FY25 Highlights FY25 results exceeded guidance range $3.9b $1.1b $159.4m $124.7m 47.4c Gross revenue* Recurring gross EBITDA^ Net operating profit Earnings software sales before tax^ per share ▲ +14.9% pcp ▲ +22.4% pcp ▲ +5.9% pcp ▲ +10.1% pcp ▲ +8.
Slide 8: Historical Performance
Historical Performance Gross revenue $m ‡ Gross profit $m 9.6% 9.6% 9.0% 9.3% 9.1% $3,876.0 $315.5 $324.2 $347.7 $3,104.4 $3,278.1 $3,373.1 $283.7 $2,484.5 $230.3 F21 F22 F23 F24 F25 F21 F22 F23 F24 F25 EBITDA $m * Net profit before tax $m & NPBT margin % * 4.3% 3.4% 3.6% 3.2% 3.4% DICKER DATA $150.
Slide 9: FY25 Results
FY25 Results Consolidated Group 12 months ($m) 7 FY25 FY24 Change Statutory revenue 2,569.1 2,283.0 12.5% • FY25 results exceeded guidance range for gross Gross revenue* 3,876.0 3,373.1 14.9% revenue and net operating profit before tax. Gross profit 347.7 324.2 7.2% • Total gross revenue of $3,876.0
Slide 10: FY25 Results – Australia
FY25 Results Australia 12 months ($m) 8 FY25 FY24 Change Gross revenue* 3,284.8 2,802.0 17.2% • Strong gross revenue growth, up 17.2% driven by Gross profit 298.2 276.6 7.8% software growth and end-point solutions. Gross profit margin 9.1% 9.9% • Gross revenue includes over $45m incremental new EBIT
Slide 11: FY25 Results – New Zealand
FY25 Results New Zealand 12 months ($m) 9 FY25 FY24 Change Gross revenue* 581.2 560.8 3.6% • Gross revenue of $581.2m, up 3.6% whilst gross Gross profit 49.4 47.6 3.8% margin percentage unchanged at 8.5%. Gross profit margin 8.5% 8.5% • Total operating costs reduced vs pcp, benefiting from lower sal
Slide 12: FY25 Net assets
FY25 Net assets ($m) FY25 FY24 Balance Sheet Cash and equivalents Trade and other receivables 66.4 551.7 45.8 519.5 Inventory 10 312.4 286.7 Other current assets 20.2 4.7 Total current assets 950.8 856.7 PP&E 92.0 94.8 • Increased receivables largely reflects expanded Goodwill & intangibles 86.6 90
Slide 13: Dividend Policy and Capital Management
Dividend Policy and Capital Management 11 Payment Dividend Amount Type • A final dividend for FY25 was paid on 19 March date (CPS) franked 2026 at 11.5 cps, bringing total dividends paid in respect of the FY25 year to 44.5 cps 03-Jun-25 11.0 Interim FY25 100% • The Company has reviewed its long-stan
Slide 14: Segment Performance
Segment Performance 4% 6% Gross sales FY25 FY24 Change ($m) ($m) (%) 10% 30% Software 1,166.3 963.8 +21.0% End-point solutions 1,136.7 956.0 +18.9% FY25 Advanced solutions 825.8 738.9 +11.8% 21% Retail 380.0 373.4 +1.8% Audio visual 209.7 201.0 +4.3% Access and Surveillance 137.2 118.3 +16.0% 29% DI
Slide 15: New Vendors added in 2025
New Vendors added in 2025 DICKER DATA 13
Slide 16: FY25 Operational Highlights
FY25 Operational Highlights • Materialisation of the Windows 10 Refresh opportunity at scale, with end-point device sales growing by 18.6% YoY. • Selected distribution partner to build Australia’s first sovereign AI factory, A1-F1 (Melbourne) delivering a meaningful revenue contribution. • Establish
Slide 17: Industry Recognition
Industry Recognition Sustainability Software Distributor of Distributor–Partner Distributor of the Year the Year Impact Award Creativity Distributor Channel Choice Distributor–Partner DICKER DATA of the Year Distributor of the Year Enablement Award 15
Slide 18: Industry Recognition
Industry Recognition APAC Distributor of the Year - AU IT Distributor of the Year Distribution Partner of Distributor of the Year - AU Distributor of the Year - AU Global Distributor of the Year - AU IT Distributor of the Year - Innovation the Year - AU APAC Distributor of the Year Distributor of th
Slide 19: Strategy Update
Strategy Update DICKER DATA 17
Slide 20: FY26 Strategic Themes
FY26 Strategic Dicker Data’s key strategic initiatives are supported by several underlying Themes supportive industry thematics Software, Datacentre SMB AI & Data Cybersec, DAS Modernisation Partner Infrastructure Compliance, & Retail and Refresh Base Identity • Scale AI-enabled • Capture the datace
Slide 21: FY26 Market Update
FY26 Market Update DICKER DATA 19
Slide 22: FY26 Market Update & Outlook
FY26 Market Update & Outlook Total AU IT spend Gartner states IT spending in Australia is expected to reach $172.3b Total NZ IT spend A$172.3b in 2026, up 8.9% from 20251 $25.6b Australian IT Spending Forecast 2025–2026 (A$M) • datacentre Systems: 2026 = 10,071 (+22.5%) • Devices: 2026 = 16,406 (+6.
Slide 23: Artificial Intelligence
Artificial Intelligence • Global uptake of AI solutions is happening faster and more effectively than in Australia and New Zealand. Significant Government investment in the USA and Europe is driving rapid outcomes and uptake. • While appetite for AI solutions is evident in ANZ, the Company’s ecosyst
Slide 24: Macroeconomic Factors
Macroeconomic Factors Global Supply Geopolitical Interest Product Pace and Chain & Trade Rates & Pricing Shape of Impacts Instability Budget & Mix AI-Driven DICKER DATA Environment Demand 22
Slide 25: FY26 YTD Trading Update
FY26 YTD Trading Update • Unaudited gross revenue grew by 13.4% to YTD ($m) 4 months YTD-26 YTD-25 Change $1,267.4m driven by elevated end-point, software and data centre refresh demand Gross Revenue** 1,267.4 1,117.6 +13.4% • Unaudited net operating profit before tax finalised up Gross Operating Pr
Slide 26: FY26 Outlook
FY26 Outlook FY26 results to reflect strong YTD Additionally, AI-related revenues are momentum driven by software, data centre anticipated to accelerate in H2, reflecting refresh and end-point solutions, with typically lower-margin business. growth in end-point solutions expected to Datacentre refre
Slide 27: Join the over 4,500 channel partners
Join the over 4,500 channel partners Discover our full range of expertise Hear our vision for the future of the technology industry, and the Company Interact with 60+ world leading vendors Discover how Dicker Data leads the market SCAN TO REGISTER NOW DICKER DATA PERTH BRISBANE AUCKLAND SYDNEY MELBO
Slide 28: Questions?
Questions? DICKER DATA 26
Slide 29: Scan the QR code to subscribe to updates
Scan the QR code to subscribe to updates from Dicker Data https://www.dickerdata.com.au/investor#subscribe DICKER DATA 27
Slide 30: Thank You
Thank You DICKER DATA 28
Slide 31: Disclaimer
Disclaimer www.dickerdata.com.au www.dickerdata.com.au This presentation has been prepared by Dicker Data Ltd (ACN 000 969 362). All information and statistics in this presentation are current as of 27 May 2026 unless otherwise specified. It contains selected summary information and does not purport