Team Plc · LSE:TEAM

Team — FY2025 Earnings Presentation

12 slides from Team's earnings presentation, Mar 25, 2026

  1. Slide 1: Results for the year ended 30 Sep'25

    Results for the year ended 30 Sep’25 March 2026

  2. Slide 2: Contents

    Contents 3 Highlights 4 Divisional update 8 Financial results 12 Investment thesis 2

  3. Slide 3: Highlights

    Highlights Key developments in the period Client assets (£M)1 1400 1289 • Revenue grew 16% to £12.0m; all three divisions contributed — no acquisitions completed in the year 1161 1200 1024 • Total client assets increased 11% to £1.29bn (FY24: £1.16bn); net inflows of £129m 1000 558 834 481 • Investm

  4. Slide 4: Divisional update

    Divisional update TEAMplc

  5. Slide 5: Overview & highlights

    Overview & highlights Overall Investment management Advisory • Total AUM/A up 11.2% YOY to £1,289m • AUM up 19% to £387m | Revenue +10% to • AUA £344m | Revenue +17.5% to £2.4m (FY’24 £1,160m) £1.5m • Revenue grew 17.5% to £2.4m (FY24: £2.0m) • AUM increased to £387m (FY24: £325m), driven • AUA of £

  6. Slide 6: Operations

    Highlights YOY1 Revenue Investment Total Advisory TEAM Intl. £12m £2.4m management £1.5m £8.1m revenue revenue revenue revenue +16% +17.5% +10% +17% Earnings Adjusted Operating Adj. EBITDA (£1.4m) (2.5p) £(2.7)m EPS Loss +17% +49% +8% AUM/A Net inflows £209m Total AUM £387m Total AUA2 £835m Total AU

  7. Slide 7: MPS investment performance

    MPS investment performance Period to 30 Sept 2025 3 month 1 year 3 year 5 year Multi Asset Growth 12.72% 16.8% 37.65% 52.42% High risk MPI High Risk 6.18% 9.3% 32.25% 39.93% Out /(under) performance 6.54% 7.5% 5.4% 12.49% Multi Asset Balanced 9.89% 14.81% 31.78% 43.42% Medium risk MPI Medium Risk 4.

  8. Slide 8: Financial results

    Financtal results TEAMplc

  9. Slide 9: P&L

    P&L Year ended 30 September Commentary (£m) FY24 FY25 % change Revenue 10.3 12.0 16% • Revenue grew 16% to £12.0m (FY24: £10.3m); all Cost of sales (4.5) (5.4) 20% three divisions grew organically — no acquisitions Operating expenses (8.6) (9.2) 6% Operating loss (2.9) (2.7) -8% in the year • Operat

  10. Slide 10: Segmental reporting

    Segmental reporting FY25 Year end 30-Sep (£m) Investment management Advice TEAM International Central costs Total Group Revenue 1.4 2.3 8.1 0.0 11.9 Cost of sales (0.3) 0.0 (4.9) 0.0 (5.3) Operating expenses (1.5) (2.5) (2.7) (1.0) (7.9) Underlying PBT (0.4) (0.2) (0.4) (1.0) (1.3) AUM/A 387 344 558

  11. Slide 11: Cash flows and balance sheet

    Cash flows and balance sheet Cash flows Balance sheet £’000 FY25 FY24 £’000 FY25 FY24 Cash flows from operating activities Non-current assets Loss for the year before tax (3,033) (2,921) Intangible assets 10,988 11,933 Adjustments to cash flows from non-cash items: Property, plant & equipment 666 63

  12. Slide 12: TEAM investment thesis

    TEAM investment thesis Exposure to blend of stable and high growth markets Jersey long term savings is very stable, while International markets offer high growth and are rich in opportunities Platform now in place, focus turns to organic growth We have built a stable investment management capability

TEAM — FY2025 Earnings Presentation on 6ix