Count (CUP) AGM 2025 Presentation summary

Strategic vision and growth pillars

• Aims to be the leading provider of integrated accounting and wealth services, focusing on client insights and future planning.

• Strategic plan built on four pillars: expanding advice value chain, enhancing education and expertise, growing investment capability, and capitalizing on equity partnerships.

• Success measured by advice margin, education market share, funds under management, return on capital, and people engagement.

• Supported by enablers such as brand strategy, technology, risk management, and a strong operating model.

• Emphasizes open-mindedness, bravery, and integrity in group behaviors.

Financial performance highlights

• FY2025 statutory revenue rose 28% to $143.6M, with underlying EBITA up 67% to $27.7M.

• Statutory EBITA increased 144% to $24.9M; statutory NPAT attributable surged 705% to $8.9M.

• Underlying NPAT attributable grew 89% to $10.9M; underlying NPATA attributable up 84% to $14.7M.

• FY2025 operational performance benefited from strategic acquisitions and cost synergies exceeding expectations.

• Funds under management reached $3.9B and funds under advice $37.8B as of June 2025.

Recent trading and operational updates

• FY2026 Q1 revenue increased 12.5% to $42.3M, with underlying EBITA up 12.7% to $7.6M (unaudited).

• Growth driven by acquisitions, strong market movements, and higher equity partnership revenue.

• Funds under advice rose to $40.0B and funds under management to $5.1B by September 2025.

• Successfully transitioned $889M in Count Portfolios as of October 2025.