Intelligent Monitoring Group (IMB) Investor Presentation summary

Market position and opportunity

• Operates as a leading security provider in Australasia with over 210,000 customers and a presence in all major cities across Australia and New Zealand.

• Holds a 4.5% market share in a $2.3bn Australian security market, aiming for 25–30% share of a $9bn addressable market within 3–5 years.

• Market growth is driven by infrastructure expansion, shift to cloud-based surveillance, demand for remote monitoring, and adoption of AI and video analytics.

• Underserved SME and regional markets present significant growth opportunities.

Business model and customer base

• Generates stable recurring revenue of approximately $6.9 million per month.

• New customers typically convert into long-term, recurring revenue relationships through monitoring, service contracts, and upgrades.

• Customer lifetime averages 7 years for residential/SMB and 15 years for commercial/enterprise clients.

• Revenue in FY25 is diversified: 10% from new installations (new customers), 12% from new installations (existing customers), 45% from ongoing monitoring, 18% from services/maintenance, and 15% from upgrades.

Competitive advantages

• National coverage enables consistent service delivery and rapid response for multi-site clients.

• Certified to ISO 9001, ISO 45001, ISO 27001, and ASIAL standards, ensuring high quality, safety, and data protection.

• Advanced monitoring capabilities include AI-powered analytics, remote monitoring, and virtual guarding.