Qoria (QOR) investor relations material

Deal rationale and strategic fit

• Merger creates a global leader in digital safety, combining complementary strengths in family, school, workplace, and consumer protection.

• Unites AI-driven platforms and established K-12 leadership for holistic, lifelong digital safety.

• Addresses growing demand for unified digital protection amid rising cyber risks and regulatory focus.

• Enables cross-selling, global expansion, and solves market limitations such as age-out and fragmented legacy solutions.

• Provides immediate value through expanded distribution, operational efficiencies, and access to a large, growing market.

Financial terms and conditions

• Combined group valued at ~A$3.0 billion, with Aura raising US$75 million in equity at A$12.38 per share.

• Qoria shareholders receive 1 Aura CDI for every 17.2 Qoria shares, representing 35% of the combined entity pre-placement.

• Aura will list on the ASX as AXQ, with deal completion targeted for mid-to-late June 2026, pending approvals.

• At close, the group expects $65–$70 million in cash and negligible net debt.

• Combined group targets >20% ARR growth in CY26 and positive free cash flow from transaction completion.

Synergies and expected cost savings

• Anticipated cost reductions include US$25m in overheads, US$10m in brand/ancillary costs, and US$20m in performance marketing.

• Revenue synergies expected from cross-selling, expanded product bundles, and leveraging global channels.

• Integration of AI capabilities into Qoria's technology stack to enhance product offerings.

• Cost efficiencies expected from reduced customer acquisition costs and streamlined operations.

• Additional cost and revenue synergies anticipated as integration progresses.