Vista Group International Ltd · NZX:VGL
Vista Group International — Investor Day (October 2026)
14 slides from Vista Group International's investor day presentation, Oct 8, 2026
Slide 1: NZX Tech Investor Day: Vista Group Overview
8 October 2026 NZX Tech Investor Day Vista Group Overview
Slide 2: Vista Group Promotional Video
Vista Group Promotional Video 2
Slide 3: Important notice
Important notice This presentation has been prepared by Vista Group International Limited and its related companies (collectively referred to as Vista Group). This notice applies to this presentation and the verbal or written comments of any persons presenting it. Information in this presentation: •
Slide 4: Vista Group is the global leader in mission-critical cinema commerce and operations infrastructure
Vista Group is the global leader in providing the mission-critical commerce and operations infrastructure for the cinema and film industry Film studio & distributor Cinema – head office Cinema – F+B Cinema – back office Cinema – front of house Cinema – theatre Moviegoer Movie marketing Reporting & a
Slide 5: Our solutions are contracted to power ~48% of the global enterprise cinema market
Our solutions are contracted to power ~48% of the global enterprise cinema market Key Points Our global Vista Cloud clients include: ~48% Contracted Enterprise Market Share 80+ Countries US$20b Expected transactional volume by end of 2030 Contracted Enterprise Market Share – Management’s estimate of
Slide 6: Our tech powers 95% of ANZ enterprise cinemas
Our tech powers 95% of ANZ enterprise cinemas, and our kiwi clients include … 6 Enterprise Client – Cinema Exhibition Companies with 20+ screens.
Slide 7: Every time you go to the movies, you're probably interacting with Vista technology
Every time you go to the movies, you're probably interacting with Vista technology From ticketing and seat selection to food & beverage and loyalty programmes, Vista powers the end-to-end cinema experience 7
Slide 8: Vista Group's growth is driven by its cloud-based platform offerings
Vista Group’s growth is driven by its cloud-based platform offerings Operational Priorities Revenue and EBITDA (NZ$m) SaaS Platform Operational 200 +13% Transformation Efficiency Revenue 180 35% — — CAGR Transitioning our existing on-premise Expand EBITDA margins 160 enterprise clients to the Vista
Slide 9: Our AI-powered intelligence layer transforms data into actionable insights
Our AI-powered intelligence layer transforms moviegoer, operational and market data into actionable insights for cinema teams across Vista Cloud • Driving revenue growth Understand audiences, uncover revenue opportunities, and deliver more relevant, personalised engagement • Improve efficiency Forec
Slide 10: Client demand is accelerating cloud adoption
Client demand is accelerating cloud adoption More than a quarter of contracted enterprise sites are expected to be fully cloud-enabled by the end of FY26 2,000 35% 1H26 Domestic Box Office grew Domestic Box Office growth is being 1,800 15%, and closing to within 17% driven by 12% year on year ~41%ad
Slide 11: Contracted backlog provides strong forward visibility
Contracted backlog provides strong forward visibility With 37% of client sites contracted to Operational Excellence, our full cloud offering, implementation schedules now extend into FY27 and FY28 Vista Digital Operational Investment has returned to the Enterprise Sites Classic Solutions Excellence
Slide 12: Vista Payments is a new growth lever launched in late 2025
Vista Payments is a new growth lever launched in late 2025 With the potential to exceed our base case assumptions through an estimated $2m ARR contracted by 30 June 2026 Payment offerings Strong progress Value added client Meaningful financial launched to 30 June 2026 outcomes outcomes Now available
Slide 13: We have a clear roadmap of identified expansion opportunities
We have a clear roadmap of identified expansion opportunities Ecosystem and adjacent expansion opportunities Identified adjacencies: • Family Entertainment Centres • Film Distribution 2030 Exit Rate Aspiration ARR $315m Growth opportunities: Time • Increased market share • Data innovation FY25 ARR $
Slide 14: 2030 exit rate aspirations
2030 exit rate aspirations Over five years we expect to approximately double ARR and EBITDA Margin, and quadruple Underlying FCF ARR EBITDA Margin Underlying FCF 35.0% 75.0 315.0 +93% +103% +299% % of revenue NZ$m NZ$m 163.0 17.2% 18.8 2025 2030 2025 2030 2025 2030 Exit Rate Aspiration Exit Rate Asp
Vista Group International — Investor Day (October 2026) on 6ix