Pointsbet Holdings Ltd. · ASX:PBH
Pointsbet — H1 FY27 Earnings Presentation
18 slides from Pointsbet's earnings presentation, Oct 30, 2026
Slide 1: H1FY27 Results Presentation
rsonal use only H1FY27: RESULTS PRESENTATION | October 2026 N B C U N I V E R S A L M E D I A P A R T N E R S H I P & F Y 2 0 R E S U L T S P R E S E N T A T I O N │ A U G U S T 2 0 2 0
Slide 2: Important Notice and Disclaimer
H1FY27 RESULTS PRESENTATION OCTOBER 2026 IMPORTANT NOTICE AND DISCLAIMER rsonal use only This document and any oral presentation accompanying it has been Therefore, there can be no assurance that such forecasts, forward Disclosures in this document, the accompanying presentation or any prepared in g
Slide 3: Agenda
H1FY27 RESULTS PRESENTATION OCTOBER 2026 AGENDA rsonal use only GROUP AND GROUP FINANCIAL SEGMENT APPENDIX PERFORMANCE BUSINESS REVIEW 3
Slide 4: Trading and Financial Metrics
H1FY27 RESULTS PRESENTATION OCTOBER 2026 GROUP H1FY27 TRADING AND FINANCIAL METRICS H1FY27 PCP All figures in A$ Change (Apr–Sep 26)6 (Apr–Sep 25)6 • Results in line with Trading Update released 13 rsonal use only SPORTS Net Win1 $107.0m $131.2m (18%) October 2026 BETTING iGAMING Net Win1 $15.2m $15
Slide 5: Australia H1FY27 Trading and Financial Metrics
H1FY27 RESULTS PRESENTATION OCTOBER 2026 AUSTRALIA H1FY27 TRADING AND FINANCIAL METRICS H1FY27 PCP All figures in A$ Change (Apr–Sep 26)7 (Apr–Sep 25)7 • Cash Active Clients8 of 237,265, up 2% vs PCP Turnover / Handle1 $1,031.4m $1,195.2m (14%) rsonal use only • Trading Update released 13 October 20
Slide 6: Australia Core Themes Impacting Performance in H1FY27
H1FY27 RESULTS PRESENTATION OCTOBER 2026 AUSTRALIA CORE THEMES IMPACTING AUSTRALIAN BUSINESS PERFORMANCE IN H1FY27 Trading Update 13 October 2026: ‘The decline in group revenues was attributable to the Australian business, reflecting a continuation of two key themes identified at our FY26 AGM’ 1 HIG
Slide 7: Canada H1FY27 Trading and Financial Metrics (C$)
H1FY27 RESULTS PRESENTATION OCTOBER 2026 CANADA H1FY27 TRADING AND FINANCIAL METRICS (C$) H1FY27 PCP • Canada performance is presented in C$ to All figures in C$1 Change (Apr–Sep 26) (Apr–Sep 25)8 8 reflect trading performance excluding the Turnover / Handle2 $83.4m $121.9m (32%) impact of FX, as Gr
Slide 8: Canada Positioned for Multi-Province Growth
H1FY27 RESULTS PRESENTATION OCTOBER 2026 CANADA POSITIONED FOR MULTI-PROVINCE GROWTH rsonal use only 1 Bede 2 Alberta 3 Ontario New casino platform live, with Addressable market expansion Continued improvements in growth to follow into a second regulated province Marketing funnel efficiency Bede is
Slide 9: Agenda
H1FY27 RESULTS PRESENTATION OCTOBER 2026 AGENDA rsonal use only GROUP AND GROUP FINANCIAL SEGMENT APPENDIX PERFORMANCE BUSINESS REVIEW 9
Slide 10: Normalised P&L
H1FY27 RESULTS PRESENTATION OCTOBER 2026 GROUP NORMALISED2 P&L Statutory Statutory Period Period rsonal use only All amounts in A$m 1 30 Sep 2026 31 Dec 2025 H1FY273 H1FY263 Revenue 112.7 129.3 Cost of sales (55.7) (65.1) Gross profit 57.1 64.2 Gross profit margin 50.6% 49.6% Sales and marketing exp
Slide 11: Balance Sheet
H1FY27 RESULTS PRESENTATION OCTOBER 2026 GROUP BALANCE SHEET A$m1 30 Sep 2026 31 Mar 2026 CASH AND CASH EQUIVALENTS At 30 September 2026, the Company had a total Cash and cash equivalents balance of rsonal use only Cash and cash equivalents 24.8 23.0 $24.8 million, with $5.3 million being Corporate
Slide 12: Cash Flows
H1FY27 RESULTS PRESENTATION OCTOBER 2026 GROUP CASH FLOWS Statutory Period Statutory Period 30 Sep 2026 31 Dec 2025 A$m1 H1FY272 H1FY262 rsonal use only Cash flows from operating activities Receipts from customers (inclusive of GST) 122.2 139.9 As at 30 September 2026, the Group had a cash Payments
Slide 13: Agenda
H1FY27 RESULTS PRESENTATION OCTOBER 2026 AGENDA rsonal use only GROUP AND GROUP FINANCIAL SEGMENT APPENDIX PERFORMANCE BUSINESS REVIEW 13
Slide 14: Canada H1FY27 Trading and Financial Metrics (A$)
H1FY27 RESULTS PRESENTATION OCTOBER 2026 CANADA H1FY27 TRADING AND FINANCIAL METRICS (A$) H1FY27 PCP • Canada segment translated at average A$/C$ All figures in A$1 Change (Apr–Sep 26) (Apr–Sep 25)8 8 of 0.9851 in H1FY27 vs 0.8939 in PCP Turnover / Handle2 $84.7m $136.6m (38%) • A$ strengthened 10%
Slide 15: Statutory Results Summary
H1FY27 RESULTS PRESENTATION OCTOBER 2026 GROUP STATUTORY RESULTS SUMMARY Statutory Period Statutory Period A$m1 30 Sep 2026 31 Dec 2025 Change (%) H1FY273 H1FY263 rsonal use only Australia Trading 91.8 104.9 (12%) Canada Trading 20.9 24.4 (14%) Corporate - - 2 Statutory Revenue 112.7 129.3 (13%) Aus
Slide 16: Statutory P&L
H1FY27 RESULTS PRESENTATION OCTOBER 2026 GROUP STATUTORY P&L Statutory Period Statutory Period A$m1 30 Sep 2026 31 Dec 2025 H1FY273 H1FY263 rsonal use only Revenue2 112.7 129.3 Cost of sales (55.7) (65.1) Gross profit 57.1 64.2 Other income 0.0 (0.1) Sales and marketing expense (33.1) (34.8) Employe
Slide 17: Statutory to Normalised EBITDA Reconciliation
H1FY27 RESULTS PRESENTATION OCTOBER 2026 GROUP STATUTORY TO NORMALISED EBITDA RECONCILIATION Statutory Period A$m1 30 Sep 2026 H1FY274 rsonal use only Revenue3 112.7 Cost of sales (55.7) Gross profit 57.1 Sales and marketing expense (33.1) Employee benefits expense (20.7) Product and technology expe
Slide 18: Net Win to Revenue Reconciliation
H1FY27 RESULTS PRESENTATION OCTOBER 2026 GROUP NET WIN TO REVENUE RECONCILIATION rsonal use only Statutory Period A$m1 30 Sep 2026 H1FY272 Net Win (inclusive of Goods and Services Tax) 122.1 Deduction for Goods and Services Tax (9.2) Fair Value adjustments (0.2) Total Reported Revenue 112.7 1. Avera