Vinyl Group Ltd. · ASX:VNL
Vinyl — Merger or Acquisition (June 2026)
20 slides from Vinyl's merger presentation, Jun 10, 2026
Slide 1: Acquisition of Time Out Australia and Pedestrian Group
ACQUISITION OF TIME OUT AUSTRALIA AND PEDESTRIAN GROUP INVESTOR PRESENTATION 10 June 2026 Prepared by Josh Simons
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Vinyl Group Ltd ACN 106 513 580 (Vinyl Group or the Company). The This presentation has been prepared from sources which Vinyl Group reasonably believes to be reliable and accurate as at the material contained in this presentation is intended to be s
Slide 3: Capital-efficient scaling, expanding national audience reach
Capital-efficient scaling, expanding national audience reach One of the world’s most recognised urban culture brands One of Australia’s most recognised youth media businesses ● Acquisition of Time Out Australia for nominal consideration ● Acquisition of Pedestrian Group from Nine Digital Pty Ltd ● Lon
Slide 4: A unique ecosystem of diversified revenues in the music & culture segments
A unique ecosystem of diversified revenues in the music & culture segments Building an extensive network of media Integrating diverse technology capabilities assets harnessing global brands Provides the underlying data, identity and Comprehensive reach for music commerce stack as well as Al publishin
Slide 5: Self-reinforcing momentum to accelerate scale
Self-reinforcing momentum to accelerate scale IMMERSIVE ECOSYSTEM 1 2 GROWING AUDIENCE Vinyl combines premium cultural Vinyl expands audience reach and assets into an integrated and maintains viewership through its immersive ecosystem, utilising premium content, technology- all distribution channels
Slide 6: Vinyl is the acquirer of choice for sub-scale cultural assets
Vinyl is the acquirer of choice for sub-scale cultural assets Sub-scale operators are Vinyl hasalready We have scale benefits built this. looking for an exit: across diversified assets: Takes years to build Established Audience Scale Requires significant capital Proven Brand Trust Is difficult to replica
Slide 7: Expanding premium cultural assets
Expanding premium cultural assets PLATFORMS PUBLISHING - EDITORIAL PUBLISHING - AD NETWORK + more 7
Slide 8: Vinyl combined audience achieves national scale
Vinyl combined audience achieves national scale Selected Australian Media Organisations (Illustrative Comparison1) News Category Internet Audience Reach All Categories Internet Audience Reach in Australia (total 22.1M) in Australia (total 22.1M) News Corp Australia 63% News Corp Australia 81% Nine 5
Slide 9: Ushering in a new era of Adaptive Media
Ushering in a new era of Adaptive Media. Cultural outcomes, not just content. /əˈdaptɪv ˈmiːdiə/ Adaptive Media is an integrated advertising model where cultural assets, technology and distribution work together to deliver meaningful brand connections, at scale for the first time. 9
Slide 10: Adaptive Media delivers better outcomes for advertisers
Adaptive Media delivers better outcomes for advertisers Advertising on these channels at scale Legacy Media Social Media Adaptive Media (1950-) (2003-) (Present) Broadcast Platform algorithms Embedded in cultural assets Mass audience reach Outcome for Niche targeting advertisers Meaningful brand con
Slide 11: Adaptive Media delivers higher ROI on advertising spend
Adaptive Media delivers higher ROI on advertising spend Advertising on these channels at scale Legacy Media Social Media Adaptive Media Broadcast Platform algorithms Embedded in cultural assets Broad brand awareness Cheap brand awareness Enables advertisers meaningful brand connection, through a mix
Slide 12: Vinyl delivered 300+ Adaptive Media campaigns last year
Vinyl delivered 300+ Adaptive Media campaigns last year 2025 CASE STUDY ADAPTIVE MEDIA COMPONENTS Campaigns utilise both existing channels (legacy and social) and emerging channels (AI and cultural Fresh Sounds assets) to target niche audiences at scale Goal: A multi-layered discovery platform that
Slide 13: Increased demand for multi-channel campaigns
Increased demand for multi-channel campaigns Brands we’ve activated Agencies we work with 13
Slide 14: Delivering high ROI on advertising spend
Delivering high ROI on advertising spend 94% 13.2% 500+ 8.1M YoY Increase in Total Brand Lift Custom Product Unique Campaign Positive Sentiment Sales Reach Food staple campaign, Recruitment campaign utilising immersive live Brand campaign to Campaign for leading for large government events, videos a
Slide 15: Vinyl is a leader in Adaptive Media, and pioneer at scale
Vinyl is a leader in Adaptive Media, and pioneer at scale Advertising on these channels at scale Legacy Media Social Media Adaptive Media Broadcast Platform algorithms Embedded in cultural assets Mass audience reach Niche targeting Meaningful brand connections 15
Slide 16: Defensibility of the Adaptive Media business model
Defensibility of the Adaptive Media business model Hard to replicate: Requires both mass & bespoke content Difficult to combine a large number creation capability: of cultural assets into an integrated Social media is a small component of Adaptive and immersive ecosystem Media campaigns, not a direct
Slide 17: Forecast EBITDA of $3.5m in FY27
Forecast EBITDA of $3.5m in FY27 ● Advertising market conditions remain soft, impacted by geopolitical uncertainty and buyer hesitation ● Profitability pathway is clear, but not linear, with some expected integration and market-related volatility, amplified by seasonality ● Forecast consolidated FY27
Slide 18: Upcoming catalysts
Upcoming catalysts Q4 FY26 1H FY27 FY27 FY27 & beyond Integration of Val EBITDA Focused technology International growth Morgan Digital, positive investment to further through licensing, Time Out and run-rate enhance the flywheel franchise and M&A Pedestrian opportunities 18
Slide 19: Thank you
Thank you For more information please contact investors@vinyl.group or Katie Mackenzie at kmackenzie@belleviewir.com.au ASX: VNL 11 Wilson St, South Yarra, VIC, 3141 https://vinyl.group This presentation was authorised by the Board of Vinyl Group Ltd
Slide 20: Appendix 1: Brand Groups Included in Vinyl Media Combined Organisation Audience Calculations
Appendix 1: Brand Groups Included in Vinyl Media Combined Organisation Audience Calculations (Ipsos iris, January 2026) News List Brand Group: TheBrag, Genius, Bgr, Billboard, Variety, Pmc, Deadline, Rolling Stone, TV Line, Indiewire, Goldderby, Vibe Media, ComingSoon, Musicfeeds, Rottentomatoes, Fa