Adveritas Limited · ASX:AV1
Adveritas — Shareholder Meeting (November 2025)
24 slides from Adveritas's shareholder meeting presentation, Nov 11, 2025
Slide 1: 2025 AGM Investor Presentation
For personal use only 2025 AGM Investor Presentation Mat Ratty Founder and Chief Executive Officer November 2025
Slide 2: Disclaimer
Disclaimer For personal use only This presentation contains summary information about Adveritas Limited (Adveritas) and is current at 11 November 2025. The information in this presentation is of general background and does not purport to be complete. This presentation is not investment or financial
Slide 3: For personal use only
For personal use only 03 About Trafficguard 09 Record annual contract value 04 Transformational year 10 USA launch 05 Record results 14 Growth outlook - Enhanced product suite 06 Online gaming and sports betting market leadership 18 FY 2026 Outlook 07 Agency partnerships breakthrough 19 Corporate ov
Slide 4: About
About For personal use only Software-as-a-Service Proprietary big data Certified Google Premier Ads & Omni-channel Google Cloud Partner Mobile Social PPC Affiliate ENHANCED PRODUCT SUITE OMNI-CHANNEL BIG DATA AND A.I. • Meta integration approved (Facebook + Comprehensive omni-channel solution: • Pro
Slide 5: Transformational year
️ ONLINE GAMING & SPORTS BETTING For personal use only Extended market leadership leadership in this segment, significant growth opportunity remains AGENCY SCALEUP First tier-1 agency contract secured, generating first revenues and providing significant scaleup opportunity. ENHANCED PRODUCT SUITE Tr
Slide 6: Record results
Record results Adveritas achieved record ARR and cash receipts, improved operating cash For personal use only outflow and strengthened balance sheet $12 12 FY24 FY25 0 Annual cash receipts (A$M) Annual cash receipts (A$M) $9 9 (2) ARR (A$M) (4) $6 6 (6) $3 3 (8) $0 0 FY23 FY24 FY25 FY23 FY24 FY25 (1
Slide 7: Online gaming and sports betting market leadership
• Significant untapped market opportunity For personal use only • ~1,000 sports betting companies globally MARKET • Currently servicing ~ 70 Companies OPPORTUNITY • Major client wins in FY25 included LeoVegas, FanDuel, Bally’s ($1.1m total ACV) • Recognised category leader in sports betting Online g
Slide 8: Agency partnerships breakthrough
Agency partnerships Breakthrough For personal use only ACTIVATED STRATEGIC MILESTONE ACHIEVED • First tier-1 agency contract signed adding ~$500K ARR • Validates TrafficGuard value proposition to agency channel • Scalable distribution model with significant growth potential • Globally retained anti
Slide 9: Diversified customer base
Diversified customer base Trusted by over 120 enterprise clients across multiple sectors For personal use only Sports Betting - Lateral Expansion General- Vertical Expansion
Slide 10: Record annual contract value (ACV)
For personal use only Record annual contract value (ACV) TrafficGuard reported record single customer annual contract value of $1m in March 2025 1,200 Record $1m ACV demonstrates: Record annual contract value (A$000s) 1,000 • High value provided to enterprise clients by TrafficGuard; and 800 • Subst
Slide 11: USA Launch
USA Launch: Untapped greenfield of digital ad spending in the United States, world’s largest digital ad spending market For personal use only Europe US$118.3bn USA Current revenues largely generated US$324.9bn from these regions Large untapped market opportunity APAC US$236.9bn Ad spending in the Di
Slide 12: Event ROI Driving Performance 2025
Event ROI Driving Performance 2025 America’s events For personal use only America’s events remain the core engine of revenue growth 3 Full-Time Staff Deployed in the USA Mathew Ratty, CEO Kalen Bushe, Customer Growth Aaron Chambers, Solutions Engineer 12X ROI for global event spend March Qtr 2026 up
Slide 13: US Pipeline Deal Growth
US Pipeline Deal Growth Momentum since July For personal use only 12 ️ Weeks in the US 3.5 $ 3,675,000 32 1.6m 3.0 ARR AUD Open Deals Open Pipeline 2.5 $ 1,750,000 Opportunity Cum ulative ARR (AUD) 2.0 1.5 5 1.0 $ 1,588,600 Won Deals Pipeline 0.5 $ 336,200 0 July Aug Sep Oct Nov Revenue 336K ARR AUD
Slide 14: Pipeline Vertical Diversification
Travel Insurance For personal use only Sports Betting ️ Technology Pipeline Vertical Diversification: Americas Deals By Industry Fintech Continue deepening engagement with sportsbooks, where Education there remains a significant untapped market in the US. Build on early momentum in eCommerce and oth
Slide 15: TrafficGuard Growth Outlook: Overview
TrafficGuard Growth Outlook: Overview For personal use only 1 2 3 4 5 6 Partnerships with: Activation of New Self-Serve Experience 2024/25 2025 Aug/2025 New Channels - Introduction to Monetising the Enterprise - Enterprise - US Market Meta & Affiliate New Verticals growth in SME Sports Betting Agenc
Slide 16: Enterprise vs SME Self-serve
For personal use only Enterprise SME - Self-serve Trial audit period Monthly reports Enterprise dashboard Search and Meta Report check in Unique features Single portfolio Em ail support Dedicated support All channels Up to 30K spend
Slide 17: Self-serve pricing plans
For personal use only RECOMMENDED Essentials Growth Advanced Enterprise For solo advertisers Scale your protection Maximise performance Custom solutions $ 29 / month $ 49 / month $ 79 / month Custom Pricing Tailored for large teams Select Plan Select Plan Select Plan Contact Sales Google Ads OR Meta
Slide 18: Inbound Momentum & Untapped Self-Serve Potential
Inbound Momentum & Untapped Self-Serve Potential Inbound demand from SME’s is growing while self-serve registrations accelerates, a strong dual growth For personal use only engine not fully activated and monetised. Inbound Sales Inquiries by Segment Cumulative Platform Subscribers Cumulative Subscri
Slide 19: FY Outlook
FY 26 Outlook For personal use only Record ARR Agency Record full Diversified Increased growth holding year cash revenue structure product Group deals receipts and jurisdictional development to expected expansion capture growing share of demand
Slide 20: Corporate Overview
Corporate Overview STOCK OVERVIEW TOP SHAREHOLDERS For personal use only Ticker ASX: AV1 Carrington Capital 12.6% Cash as at 30 September 2025 $6.9million Mark McConnell (Non-executive Director) 11.4% BNP Paribas Nominees (Hub 24) 10.3% Shares on issue 924 million Shanahan Freight Holdings 7.3% Mark
Slide 21: Board
Board With extensive technology and media sector experience, supporting USA For personal use only growth and gaming/sports betting sector expansion CHAIRMAN, JOSHUA LOWCOCK CHIEF EXECUTIVE OFFICER, NON-EXECUTIVE DIRECTOR, MATHEW RATTY MARK McCONNELL • NY-based senior media & advertising executive. R
Slide 22: Board
Board With extensive technology and media sector experience, supporting USA growth For personal use only and gaming/sports betting sector expansion MARC PHILLIPS ANDREW STOTT SCOTT THOMSON • Founded Sportbets.com.au in 2004, a • Former APAC managing partner of a • Previously Google - Head of Innovat
Slide 23: Thanks to staff, customers, investors and board
For personal use only Our success is thanks to our incredible staff, loyal customers, supportive investors and our active board of directors. We sincerely appreciate your ongoing support.
Slide 24: For personal use only
For personal use only Mat Ratty George Gabriel, CFA Chief Executive Officer Investor Relations [email protected] [email protected] www.adveritas.com.au