Monvia Limited · ASX:MNV
Monvia — Investor Presentation (July 2026)
27 slides from Monvia's investor presentation, Jul 24, 2026
Slide 1: Monvia Limited Investor Presentation July 2026
For personal use only Monvia Limited Investor Presentation July 2026 Slide 1
Slide 2: Important Notice & Disclaimer
Important Notice & Disclaimer Purpose of Presentation Past performance For personal use only This Presentation has been prepared by Monvia Ltd (ACN 685 591 280 ) (Monvia or the Company) . This document is not a This Presentation includes information regarding the past performance of the Company . In
Slide 3: Business Overview
For personal use only Business Overview Slide 3
Slide 4: Monvia Snapshot
Monvia Snapshot Successful Initial Public Offering & Listing on the ASX Overview For personal use only Capital Structure Total Shares on Issue 94,133,636 • Enterprise SaaS platform, with minimal AI disruption risk (mission critical software, regulatory and actuarial complexity) Share Price 1 $1.10 •
Slide 5: Highlights
Highlights A unique Enterprise SaaS platform focused on Life Insurance For personal use only Proven Board & Management Led by Ex Empired (ASX:EPD) Leadership Team, which achieved A$250m cash exit in 2021 High Margin Business Strong free cash flow generative business with high margin profile Blue Chi
Slide 6: Key Financial Highlights
Key Financial Highlights For personal use only REVENUE EBITDA EBITDA MARGIN A$27.4m A$6.6m 24% FY26 Forecast FY26 Forecast FY26 Forecast NRR GRR ARR GROWTH 121% Strong expansion (Ave 5 yr) 95% High retention (Ave 5 yr) 27% 5yr CAGR(f) to 30 June 26 Revenue, EBITDA and EBITDA margin are presented on
Slide 7: Solving mission critical problems for insurance companies
Business Overview Solving mission critical problems for insurance companies For personal use only Business Product Proven track record Enterprise grade software platform for insurers • Founded in 1997 with focus on insurance sector technology • Monvia is mission critical software that manages core b
Slide 8: Business Strengths
Business Strengths A highly predictable business underpinned by loyal clients For personal use only Software Platform Loyal Clients Experienced Team Proven enterprise capability Committed and supportive High retention, strong tenure Core solutions that migrate and replace Blue chip clients with glob
Slide 9: Key People
Key People A successful track record with ASX listed software and digital and services businesses For personal use only Board of Directors Executive Team Russell Baskerville – Non - Executive Director & Chairman Simon Bright | Chief Executive Officer & Executive Director Russell brings 20+ years lea
Slide 10: An Enterprise Core Platform
An Enterprise Core Platform Unique platform focused on Life Insurance, with minimal AI disruption risk For personal use only Mission - Critical Software Licence Model AI Presents Opportunities Specialised life insurance policy administration, Enterprise licences or transaction -based AI summarisatio
Slide 11: AI First Strategy
AI First Strategy From experimentation to execution For personal use only AI is an accelerant for our regulated, mission - critical platform - not a threat to its relevance. We are deliberately building AI into three areas: 01 02 03 Product Capability Client AI Connectivity Internal Delivery Embeddi
Slide 12: Business Performance
For personal use only Business Performance Slide 12
Slide 13: Revenue Growth
Revenue Growth Strong EBITDA margins and high cash generation For personal use only Revenue in A$m Financial Performance 27 27 24 • FY26 forecast revenue of $27.4m up 1% on prior year as the 23 20 Company focuses on ARR growth and reduces emphasis on 16 consulting engagements 12 10 • Revenue forecas
Slide 14: SaaS Revenue Drives Growth
SaaS Revenue Drives Growth ARR growth outpacing revenue with expanding margins For personal use only ARR Performance ARR in A$m (measured as 5 Year CAGR 27% 14 12 • ARR has grown 27% CAGR over 5 years to start of FY27 contracted revenue 9 at 1 July each year) • ARR at 1 July 2026 forecast to be up 1
Slide 15: Revenue Retention
Revenue Retention NRR 121% and GRR 95% average over 5 years For personal use only NRR 1 % Retention Metrics • Resilient, predictable and scalable ARR base • Revenue growth within existing client base 138% 122% 124% 115% • Gross Revenue Retention demonstrates stickiness of the 104% platform, high swi
Slide 16: Growth Strategy
For personal use only Growth Strategy The market, our competitors and our focus Slide 16
Slide 17: Life Insurance Market Opportunity
Life Insurance Market Opportunity Insurance software platform market is forecast to grow at a 13.8% CAGR For personal use only Life Insurance Challenges • Life insurance lags general insurance for digital transformation • Increased claims from aging population overloading legacy systems • Younger cu
Slide 18: Life Insurance Market Target Clients
Life Insurance Market Target Clients Local market provides a strong opportunity For personal use only Slide 18
Slide 19: Competitor Landscape
Competitor Landscape A Fragmented Marketplace For personal use only 01 02 03 Internal IT Platform Vendors Small Local Vendors Systems often delivered by customers’ internal Includes Majesco ( ClaimVantage ), Sapiens, Includes Entsia, Advisor Connect and IT teams, typically legacy bespoke platforms F
Slide 20: Growth Strategy
Growth Strategy Four pillars driving sustainable growth For personal use only Expand Within Existing Win New ANZ International Acquisition Clients Clients Expansion UNDERPINNED BY Product - led SaaS Model AI- enabled Differentiation Drive operating leverage through a standardised, scalable, recurrin
Slide 21: Delivering on the Growth Strategy
Delivering on the Growth Strategy Sales pipeline up 154% in the past 8 months For personal use only Coverage Predictability Engaged with 100% of ANZ Insurers 5 year Major Contract Secured Actively engaged with all major ANZ life insurers at executive level Deal signed Apr 2026 with client representi
Slide 22: Appendix: Key IPO Information
For personal use only Appendix Key IPO Information Slide 22
Slide 23: Key IPO Information
Key IPO Information Monvia successfully raised gross proceeds of $17.5m at an IPO Offer Price of $1.10 For personal use only IPO Offer Metrics Pro - Forma Valuation Information IPO Offer Price per Share $1.10 FY26 Revenue $27.4m Enterprise Value / Pro Forma FY26 Revenue 3.6x Existing Shares on Issue
Slide 24: Post IPO Ownership
Post IPO Ownership Total Shares % of total escrowed as % For personal use only Shares held after Shares subject Shares on issue Shares Subject of all Shares on Shareholders completion of 1 to voluntary after completion to ASX escrow issue after IPO escrow 2 of IPO 1 completion of IPO Martin Stewart
Slide 25: Thank you
Thank you For personal use only Simon Bright [email protected] Stuart Strickland [email protected] Ajesh Raithatha [email protected] Slide 25
Slide 26: Glossary
Glossary For personal use only Annual Recurring Revenue (ARR) Comprises annualised contracted revenue at 1 July each year and typically includes maintenance, managed services, hosting, cl oud and SaaS subscription. ARR has been adjusted to represent contracted monthly averages where appropriate and
Slide 27: For personal use only
For personal use only Slide 27