Broadridge Financial Solutions (BR) investor relations material

Strategic positioning and business model

• Operates as a global fintech leader, supporting critical operations, technology, governance, and communications for financial services with a platform-based, recurring revenue model and a unique network spanning public companies, funds, broker-dealers, wealth managers, and investors.

• Serves over 10,000 corporate issuers, 1,000+ banks and broker-dealers, 30,000+ mutual funds/ETFs, 200,000+ financial advisors, and processes $15T in daily fixed income and equity trade volume.

• Addresses a $225B total market, with $60B vended addressable market, and processes 7 billion regulatory and customer communications annually.

Growth drivers and innovation

• Growth is driven by secular trends: democratization of investing, digitization of communications, acceleration of trading, data/AI, and regulation.

• Leading in tokenization, with live tokenized governance platforms and proxy voting for tokenized equities, and scaling AI for efficiency and client onboarding.

• Digital revenue has crossed $100M, with 91% of proxy communications digitized and four consecutive years of double-digit digital revenue growth.

Financial performance and guidance

• Q3 FY26 recurring revenues grew 7% (6% constant currency), total revenues up 8%, and adjusted EPS up 11%.

• FY26 guidance raised: recurring revenue growth at or above 7% (constant currency), adjusted EPS growth 10-12%, and adjusted operating income margin 20-21%.

• Free cash flow conversion remains strong at 104% YTD, supporting balanced capital allocation including dividends, share repurchases, and M&A.