Siteminder Limited · ASX:SDR
Siteminder — Shareholder Meeting (October 2026)
36 slides from Siteminder's shareholder meeting presentation, Oct 28, 2026
Slide 1: Chairman's Address (ASX announcement)
ASX ANNOUNCEMENT October 28, 2026 For personal use only SiteMinder’s Annual General Meeting 2026: Chairman and CEO’s Addresses Chairman’s Address FY26 was another year of significant progress for SiteMinder, as we continued to deliver strong growth, expand profitability and strengthen the foundati
Slide 2: Chairman's Address continued
Our goal is to create a more responsive, efficient and scalable operating model, enabling our people to focus on higher-value activities while delivering better customer outcomes. Combined with For personal use only continued revenue growth, we expect these structural efficiencies to drive sustained
Slide 3: CEO's Address
CEO’s Address For personal use only Thank you, Pat, and thank you to the Board. AI is changing how hotels sell and how travellers book. The more decisions AI makes, the more valuable SiteMinder’s platform becomes. Travellers will increasingly use AI to find and book accommodation. Hotels will increa
Slide 4: Significant margin improvement
Significant margin improvement For personal use only We have demonstrated that growth can translate into materially higher profitability. Adjusted EBITDA margin improved from negative 19.3% in FY22 to positive 10.6% in FY26, almost 30 percentage points. Adjusted free cash flow more than doubled to $
Slide 5: Rapid innovation strengthening SiteMinder's position in an AI world
Those connections require continual maintenance as systems change. Access to an AI model does not give you that operating network. For personal use only Industry-leading capabilities across hotel commerce This year's six HotelTechAwards recognise the breadth of our capabilities across channel manage
Slide 6: Dynamic Revenue Plus 2.0
Dynamic Revenue Plus 2.0: Powerful tools. Made simple for hoteliers For personal use only Dynamic Revenue Plus makes powerful and sophisticated revenue management simpler for hoteliers. Version 2.0, planned for January 2027, will bring advanced analytics, greater pricing automation and controls, dee
Slide 7: Applying AI to unlock structural operating efficiencies
Applying AI to unlock further structural operating efficiencies For personal use only Alongside these growth opportunities, we are transforming how our business operates to drive further efficiencies and operating leverage. We are accelerating efficiency improvements in the first half of FY27, simpl
Slide 8: About SiteMinder and contacts
This ASX announcement was authorised by SiteMinder’s Board of Directors. For personal use only -ENDS- Investor information Media enquiries Paul Wong Maria Cricchiola [email protected] [email protected] About SiteMinder SiteMinder Limited (ASX:SDR) is the name behind SiteMinder, th
Slide 9: Annual General Meeting October 2026
al use only Annual General Meeting 28 October 2026 SiteMinder customer Six Senses Zil Pasyon, Seychelles
Slide 10: Important notice and disclaimer
2 Important This presentation is given on behalf of SiteMinder Limited (SiteMinder) (ASX: SDR) (ACN 121 931 744). By accepting, accessing It has been prepared by SiteMinder with due care, but other than as required by law, no representation or warranty, express or implied, or reviewing this presenta
Slide 11: Important notice and disclaimer continued
3 Important Not financial product advice or offer This presentation is for information purposes only and is not a Effect of rounding A number of figures, amounts, percentages, estimates, notice and prospectus, product disclosure statement, pathfinder document for the purposes of section 734(9) of the
Slide 12: Important notice and disclaimer continued
4 Important Other than as required by law, although they believe there is a reasonable basis for any forward-looking statements, neither Market share information All market share information in this presentation is based on SiteMinder nor any other person (including any director, officer or notice an
Slide 13: SiteMinder's Board of Directors
5 SiteMinder’s Pat O’Sullivan Sankar Narayan Board of Independent Non-Executive Chairman Chief Executive Officer Managing Director Directors al use only Jenny Macdonald Kim Anderson Non-Executive Director Non-Executive Director Audit and Risk Committee People and Culture Chair Chair Paul Wilson Dean
Slide 14: Chairman's Address
01 al use only Chairman’s Address Pat O’Sullivan Independent Non-Executive Chairman SiteMinder customer Sri Phala Resort & Villa, Bali, Indonesia
Slide 15: CEO's Address
7 02 al use only CEO’s Address Sankar Narayan CEO & Managing Director SiteMinder customer Adina Apartment Hotel, Melbourne, Australia
Slide 16: Two complementary growth engines
Two complementary growth engines: 8 Property expansion and increasing revenue per property REVENUE millions A$M Significant runway for Growing revenue property growth per property al use only PROPERTIES ARPU 22% CAGR* (cc,org) 13% 9% CAGR* CAGR* (cc,org) TOTAL ADDRESSABLE Smart Platform adoption $26
Slide 17: Smart Platform driving transaction revenue acceleration and margin expansion
Smart Platform already driving transaction revenue 9 acceleration and margin expansion SMART PLATFORM DRIVING SMART PLATFORM DRIVING DYNAMIC REVENUE PLUS OUTPERFORMANCE VS TRAVEL GROSS MARGIN EXPANSION al use only SiteMinder’s Transaction SiteMinder’s Adjusted >2x Revenue Growth vs Global Travel Tra
Slide 18: Significant margin improvement
Significant margin improvement 10 Growth, cost reductions and efficiencies have delivered the improvement ADJUSTED EBITDA MARGIN al use only Significant margin +30% expansion achieved points alongside strategic transformation and 10.6% investment in future 0.4% 6.4% growth -19.3% -14.5%
Slide 19: Two decades of innovation positioned SiteMinder to lead in AI
Two decades of innovation have positioned 11 SiteMinder to lead in an AI-driven world CHANNEL MANAGER PRODUCT SUITE UNIFIED SOLUTIONS SMART PLATFORM al use only 2006-2016 2017-2021 2022-2023 2024-TODAY Core distribution Additional subscription Unifying capabilities Comprehensive commerce subscriptio
Slide 20: Connecting hotels to existing and emerging AI demand
Connecting hotels to both existing and emerging AI demand, 12 simplifying operations and maximising hotel revenue With industry-leading connectivity, SiteMinder’s capabilities now span the broad hotel commerce workflow al use only Distribute Simplify Optimise Connect hotels to demand Simplify and au
Slide 21: Mission-critical infrastructure powering hotel commerce
Mission-critical infrastructure powering hotel commerce today and 13 emerging AI-driven demand HOTEL SYSTEMS DISTRIBUTION CHANNELS 56,000 al use only 140m+ Connectivity 100b+ pricing, hotel properties with reservations Real-time integration inventory, 500+ HOTEL fragmented systems processed p.a. acr
Slide 22: Industry leading capabilities across hotel commerce
Industry leading capabilities across hotel commerce 14 al use only Industry awards recognise SiteMinder's leading capabilities - extending well beyond channel management
Slide 23: Rapid innovation strengthening SiteMinder's position in an AI world
Rapid innovation strengthening SiteMinder's position in an AI world 15 MAR 2026 APR 2026 AUG 2026 DEC 2026 JAN 2027 al use only AI-based MCP support across SiteMinder Dynamic Dynamic predictive Demand Plus and Powered Commerce Revenue Plus intelligence Channels Plus Engine v2.0 Turning data into Con
Slide 24: Dynamic Commerce Engine
Dynamic Commerce Engine 16 al use only Translating hotel intent into actions Turning ~50 commercial parameters into opportunities to drive hotel performance
Slide 25: SiteMinder Powered
SiteMinder Powered: 17 Scaling our infrastructure through strategic partnerships Benefits to SiteMinder SiteMinder's commerce capabilities embedded within partner platforms al use only Expands access to new hotels Creates new monetisation opportunities Deepens our role in hotel commerce Benefits to Pa
Slide 26: Dynamic Revenue Plus v2.0
Dynamic Revenue Plus v2.0 18 Powerful tools. Made simple for hoteliers. It's a no-brainer. Dynamic Even more powerful capabilities launching in Jan 2027 al use only Revenue Plus saves me at least an hour and a half to two hours a day. Dynamic Commerce Engine Execution of AI-powered optimisation beyo
Slide 27: AI amplifies the importance of SiteMinder's infrastructure
AI amplifies the importance of SiteMinder's infrastructure 19 AI drives more AI drives faster AI drives more complex decisions decisions decisions al use only Greater demand for automated Greater demand for reliable, Greater demand for trusted commercial execution real-time execution connectivity and
Slide 28: Global reach supported by an efficient go-to-market engine
Global reach supported by a proven, 20 efficient go-to-market engine EUROPE, ME & AFRICA Offices: Barcelona, Berlin, Galway, London PROPERTIES FY26 GLOBALLY 26.5k properties al use only 2.5k net properties added 56,000 >5x LTV/CAC COUNTRIES 150+ AMERICAS Offices: Dallas, Mexico City LTV/CAC IN ASIA & P
Slide 29: Significant monetisation opportunity within the existing hotel base
Significant monetisation opportunity within the existing hotel base 21 GROSS BOOKING VALUE al use only $85b+ 1.5%+** GBV value unlock opportunity at full attach (Illustration of potential and not a forecast or guidance) ROOM NIGHTS 300m+ 5x opportunity Smart Platform contributing 3x SiteMinder has 0.
Slide 30: Systematically applying AI to unlock structural operating efficiencies
Systematically applying AI to unlock further 22 structural operating efficiencies By rethinking business processes through the lens of AI, SiteMinder is targeting structural improvements in productivity and scalability, supporting further operating leverage al use only AI EXECUTES WITHIN CONTROL AI E
Slide 31: A global leader with significant competitive advantages
23 SiteMinder: 01 A global leader with significant competitive advantages A scaled global customer base, extensive ecosystem connectivity and Positioned for mission-critical technology infrastructure Sustained Growth and Long-Term Value 02 Two complementary engines of sustained growth al use only Con
Slide 32: Guidance
24 Guidance With successful adoption and scaling of the Smart Platform and Dynamic Commerce Engine, SiteMinder expects ARR to grow at a mid-20s CAGR from FY26 closing levels to FY30 closing levels, on a al use only constant-currency and organic basis. The operating leverage from this strong growth,
Slide 33: Appendix
25 al use only Appendix SiteMinder customer Potato Head Suites & Studios, Indonesia
Slide 34: Glossary
26 Glossary Annual Recurring Revenue (ARR) ARR is the prior month’s recurring subscription revenue multiplied Monthly ARPU Average revenue per user (or property) measures the average by 12 and the prior quarter’s transaction revenue from subscriber revenue from each customer and is used in calculati
Slide 35: Investor relations and media enquiries
27 al use only Investor relations Media enquiries Paul Wong Maria Cricchiola [email protected] [email protected]
Slide 36: siteminder.com/investor-relations
al use only siteminder.com/investor-relations