Ikegps Group Ltd · NZX:IKE
Ikegps — H1 FY2027 Earnings Presentation
11 slides from Ikegps's earnings presentation, Oct 23, 2026
Slide 1: IKE 2Q and 1H FY27 Performance Update
October 23, 2026 IKE 2Q and 1H FY27 Performance Update Glenn Milnes, CEO & MD and Paul Cardosi, CFO [email protected] & [email protected] www.ikegps.com
Slide 2: Important Notice
Important Notice Information in this presentation: • Is for general information purposes only, and is not an offer or invitation for subscription, purchase, or recommendation of securities in ikeGPS Group Limited (IKE); • Should be read in conjunction with, and is subject to, IKE’s FY27 performance
Slide 3: Agenda
Agenda 2Q and H127 performance headlines Financial Update Q&A ikeGPS 3
Slide 4: First Half FY27: Summary
First Half FY27: Summary. 1H'27 Subscription revenue +22%; Guiding end FY'27 ERR to >30%; New products on track FY'27 Guidance • Exit Run Rate (ERR) Subscription revenue outlook >30% vs PCP • FY'27 Recognized Subscription Revenue; • Timing on customer contracts impacting FY'27 revenue • Full year su
Slide 5: Annualized Exit Run Rate of Platform Subscription Revenue
Annualized Exit Run Rate of Platform Subscription Revenue Exit Annualized Recurring Revenue +13% vs PCP Takeaways ikeGPS ➢ +13% YoY Growth ➢ +29% 3-year CAGR 5 pcp – prior calendar period
Slide 6: Sep YTD FY 2027 Platform Subscription Revenue
Sep YTD FY 2027 Platform Subscription Revenue Platform Subscription Revenue Growth +22% vs PCP Takeaways ikeGPS ➢ +22% YoY growth ➢ +28% 3-year CAGR 6 pcp – prior calendar period
Slide 7: Platform Subscription Seats
Platform Subscription Seats Seat growth +11% vs PCP Takeaways ikeGPS ➢ +11% YoY Seat growth ➢ +31% 3-year CAGR 7 PCP – prior calendar period
Slide 8: Sep YTD FY 2027 Professional Services Revenue
Sep YTD FY 2027 Professional Services Revenue Professional Services Revenue (formerly Platform Transaction Revenue) -61% vs. PCP Takeaways ➢ -61% growth vs PCP ➢ Headwinds on rural fiber funding continued through August ikeGPS ➢ Pick up in Sept revenue ➢ Stronger backlog entering 3Q 8 PCP – prior ca
Slide 9: Sep YTD FY 2027 YTD Revenue By Segment
Sep YTD FY 2027 YTD Revenue By Segment Platform Subscriptions 85% of Total Revenue Takeaways ➢ Platform Subscription Mix; 85% of IKE Total Revenue, up from 69% in PCP ➢ Non-recurring revenue (Hardware & Other) dropped to 7% of IKE Total Revenue, ikeGPS down from 10% in PCP 9 PCP – prior calendar per
Slide 10: Sep YTD FY 2027 YTD Key Metrics
Sep YTD FY 2027 YTD Key Metrics Takeaways ➢ 48 net new subscription customers in Sep YTD revenue vs PCP ➢ Gross Margin Improved +7% vs PCP; reflecting subscription revenue mix, provides ikeGPS continued operating leverage 10
Slide 11: Thank You
Thank You Glenn Milnes, CEO and Paul Cardosi, CFO [email protected] & [email protected] October 23, 2026 www.ikegps.com