Hipages Group (HPG) Investor Day 2026 presentation summary

Strategic vision and market evolution

• Accelerated AI advancements are reshaping the product roadmap, enabling faster transformation from a marketplace to a fully integrated home improvement ecosystem.

• The platform aims to make home improvement seamless, powering brands for effortless industry operation.

• Strong market position with #1 awareness and ROI for digital lead generation in ANZ, supported by a 22-year network of trades.

• Expansion of total addressable market (TAM) from $1.2B to $1.8B through geographic growth and new services like job management software.

• Acquisition of VIZ Insurance adds a digital-first insurance platform, deepening ecosystem integration and recurring revenue streams.

Product innovation and AI integration

• AI and LLMs are central to marketing, customer acquisition, and operational efficiency, with ChatGPT integration enhancing discoverability.

• AI-powered assistants deliver seamless end-to-end experiences, including upcoming video job posting features.

• Product evolution focuses on job management, retention, and building a proprietary data moat.

• Power user engagement has grown significantly, with new power users rising from 4% to 41% over the year.

• Future capabilities include always-on virtual assistants and advanced business insights for tradies.

Ecosystem and business model expansion

• Ecosystem expansion targets household solutions, procurement, finance, insurance, and review management.

• Deeply embedded experiences integrate finance and insurance into the home improvement process.

• Business and household perks are being developed to drive retention and monetization.

• Leveraging assets and partnerships to promote perks and enhance user experience.

• Addressing tradie pain points like admin burden with streamlined workflows and smart quoting.