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1 FY26 RESULTS PRESENTATION 26 AUGUST 2026
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2 FY26 HIGHLIGHTS 1
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3 FY26 FINANCIAL HIGHLIGHTS Note: all growth metrics represent year on year growth vs FY25, unless specified 1. Cettire uses gross revenue as a non-IFRS measure of business performance and represents revenue net of GST/VAT/sales taxes but is before refunds to customers; Sales revenue is gross revenues net of allowances and refunds to customers 2. Active Customers are unique customers who have made a purchase in the last 12 months 3. Cettire uses Adjusted EBITDA as a non-IFRS measure of business performance which excludes share-based payments, unrealised FX loss / (gain), loss/ (gain) on FX contracts and other items 4. All metrics unaudited 5. Represents the period 1 July 2026 to 24 August 2026 $953.4m Gross revenue 1 $718.4m Sales revenue 1 $904 AOV FY26 Reported 4 68% Gross revenue from repeat customers FOCUS ON IMPROVED PROFITABILITY WHILE LUXURY SECTOR NORMALISES FY26 milestones $17.1m Adjusted EBITDA 3 FY26 Unit Economics 4 15.1% Delivered margin 4.6% sales Paid Acquisition expenses $28m Net cash vs $37m at 30 June 2025 605k Active customers 2 Market share growth in challenging luxury conditions: Sales revenue growth ex-US +14% Continued geographic diversification in revenue base: 44% of gross sales revenues from Emerging Markets (FY25: 37%) Y/Y improvement (+$16.7m) in Adj. EBITDA against backdrop of ongoing US market turbulence FY27 YTD 4,5 gross revenue growth of 22% y/y; ex-USA y/y growth exceeding this rate Adj. EBITDA3,4 positive in July
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4 FY26 OPERATIONAL HIGHLIGHTS MARKET SHARE GROWTH IN SOFTER DEMAND ENVIRONMENT; RETURN TO GROW TH IN Q4 Profitable growth execution • Focused execution on profitable growth strategy, with bias towards profit in challenging market conditions • Relentless focus on driving scale whilst remaining self -funding Supply • Very strong engagement with brands and other inventory holders • Platform working for all members of the supply chain • Exited FY26 with record available inventory levels Localisation • Continued execution of localisation strategy, to drive profitable growth • Geographic diversification of revenues increasing – Emerging Markets now 44% of gross revenues (FY25: 37%) • Multiple new markets launched during FY26, further launches in FY27 • China market expansion with TMall Global partnership and focus on broadening routes to market Balance sheet Demand • Global personal luxury goods market declined ~2% in CY2025 however expected to grow by 2% to 4% in 2026¹ • Overall consumer demand remains varied with region -specific impacts eg Middle East conflict, US tariffs • Persistent challenges in US market following end of de minimis, although signs of stabilisation from Q4 -FY26 • Ex-USA sales revenue growth of 14% y/y, highlighting continued market share gains, building further in Q4-FY26 • Return to net customer growth in Q4 -FY26 – supported by improving retention • Ongoing engagement with existing customer base driving gross sales growth from repeat customers • Cash balance $28 million and nil financial debt - ~$9m IEEPA2 tariff refunds expected to be received in FY27 • Capital light, flexible growth model delivering resilience in challenging global luxury environment 1. Source: Bain & Company and Altagamma: Global luxury stabilizes amid compounding disruptions as brands race to amplify meaning and rebuild relevance (June 2026) 2. Duties imposed under the International Emergency Economic Powers Act of 1977 (IEEPA).
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5 FY26 RESULTS 2
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6 1. Unaudited management accounts 2. Cettire uses gross revenue as a non-IFRS measure of business performance and represents revenue net of GST/VAT/sales taxes but is before refunds to customers 3. Metrics are pre-accounting adjustments (deferred revenue and refund provisioning) 4. Active Customers are unique customers who have made a purchase in the last 12 months 61% 68% 68% 39% 32% 32% FY24 FY25 FY26 % (Repeat) % (New) Repeat customers spending more per order 1,3 $689 $691 $759 $887 $900 $994 FY24 FY25 FY26 AOV (New) AOV (Repeat) CONTINUED STRONG ENGAGEMENT FROM REPEAT CUSTOMERS ACTIVE CUSTOMERS RETURNED TO GROWTH IN Q4 AFTER CYCLING LIBERATION DAY FOCUS ON EXISTING CUSTOMERS TO DRIVE SALES MOMENTUM Share of gross revenue from repeat customers 1,2,3 Active Customers 1,4 692K 657K 605K FY24 FY25 FY26 Continued strong engagement from repeat customers AOV reflects incorporation of higher customs duties in pricing in FY26 Active customers reflect softer demand in US and reduction in paid marketing
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7 1. Active Customers are unique customers who have made a purchase in the last 12 months 2. Cettire uses gross revenue as a non-IFRS measure of business performance and represents revenue net of GST/VAT/sales taxes but is before refunds to customers 3. Unaudited management accounts 4. Gross revenue per active customer differs from AOV due to orders per active customer >1x 5. Total orders divided by total active customers GROWTH IN SPEND PER CUSTOMER DRIVEN BY AOV IN FY26 IMPROVING WALLET SHARE Active Customers 1,3 1,2,3,4 Gross revenue/active customer Orders per active customer5 $1,106 $1,274 $1,413 $1,485 $1,575 1.55x 1.68x 1.73x 1.76x 1.69x Jun-22 Jun-23 Jun-24 Jun-25 Jun-26 692 k423 k260 KActive Customers 1,3 657k 605k
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8 1. Unaudited management accounts 2. Customer Acquisition Cost Is calculated as total marketing costs excluding brand investment divided by gross new customer acquisitions during the period 3. Active Customers are unique customers who have made a purchase in the last 12 months Customer acquisition cost 1,2 $119 $84 FY25 FY26 Delivered margin per active customer 1,3 $182 $179 FY25 FY26 Disciplined acquisition: Reduced $ marketing spend translating to lower CAC and reduced rate of customer acquisition Focus on traffic quality (conversion) over traffic volume Strong returns: Delivered margin per active customer impacted by higher fulfillment costs PERIOD OF REDUCED MARKETING SPEND DRIVES LOWER NET ADDS AND LOWER CUSTOMER ACQUISTION COSTS, HOWEVER DELIVERED MARGIN IMPACTED BY HIGHER FULFILLMENT C OSTS CUSTOMER ACQUISITION COST SIGNIFICANTLY IMPROVED, SUPPORTING ROI
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9 -13% 17% "Established" "Emerging" REVENUE BASE CONTINUES TO DIVERSIFY GROWTH IMPROVEMENT FROM EMERGING MARKETS IN Q4 EMERGING MARKETS INCREASING SHARE OF GROUP Gross Revenue1,2 growth across markets (FY26) Emerging Markets share of Gross Revenue1,2 ~41% of revenue3 ~7% of revenue3 37% 44% FY25 FY26 Note: all growth metrics represent year on year growth vs FY25. 1. Cettire uses gross revenue as a non-IFRS measure of business performance and represents revenue net of GST/VAT/sales taxes but is before refunds to customers 2. Metrics are pre-accounting adjustments (deferred revenue and refund provisioning) and unaudited 3. Denotes Cettire’s geographical revenue disaggregation for the year ended 30 June 2026
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10 270k 360k Jun-25 Jun-26 Published Products Total Database Product database 1 2 1. Published in-stock products and brands 2. Total database of in-stock products and brands that Cettire has access to via its contracted supply network SUPPLY CHAIN CONTINUES TO GROW STRONGLY SUPPLY CHAIN MOMENTUM >500,000>500,000 >2,500 brands1 >$2bn stock value 1 CETTIRE’S SUPPLY CHAIN DYNAMICS • Supply chain with 100s of suppliers has continued to grow strongly over last 12 months • Engagement levels remain very high as inventory holders and luxury brands seek new routes to market in weaker demand environment • Exited FY26 with record levels of inventory and y/y growth in published products of 33% • Top performing brand in FY26 represented only ~4% of gross revenue • Adjustment in third party inventory levels is ongoing as supply / demand seeks balance Deep and diverse supply relationships underpinned by contracts Platform for all members in luxury supply chain with no material concentration risk
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11 1. Cettire uses Adjusted EBITDA and Adjusted NPAT as non-IFRS measures of business performance which excludes share-based payments, unrealised FX loss / (gain), loss/ (gain) on FX contracts and other items 2. Cettire uses gross revenue as a non-IFRS measure of business performance and represents revenue net of GST/VAT/sales taxes but is before refunds to customers 3. Total Marketing expenses excluding Brand investment 4. G&A excluding FX $’000 Unaudited FY26 FY25 Sales revenue 718,382 742,113 Delivered margin 108,483 119,405 EBITDA (Adjusted) 1 17,053 326 EBITDA (Statutory) 4,862 2,394 Net profit after tax (Adjusted) 3,048 (4,970) Net profit after tax (Statutory) (8,477) (2,647) Key metrics Gross revenue 2 953,436 975,321 Refunds rate % 24.7% 23.9% Delivered margin % 15.1% 16.1% Paid acquisition % Sales revenue 3 4.6% 7.1% Adjusted EBITDA margin % 2.4% 0.0% AOV ($) 904 820 Brand investment 3,261 6,722 HIGHLY FLEXIBLE COST BASE ENABLING SIGNIFICANT IMPROVEMENT IN PR OFITABILITY VERSUS FY25 FINANCIAL PERFORMANCE • Revenue growth of -3% vs the pcp, reflects the softening US performance, resulting from tariff changes and ongoing cost of living pressures • Excluding the US, sales revenue increased by 14% vs the pcp • Higher AOV reflects higher pricing from tariff pass through • Refund rate remained relatively stable y/y • Delivered margin 15% of sales (FY25: 16%) — Reduced overall promotional activity, offset by absorption of duties costs in US — IEEPA refunds program commenced in H2-FY26 • Paid acquisition of 4.6% of sales revenue and continued modest brand investment of $3.3 million reflecting deliberate strategy to prioritise profitability • Adjusted EBITDA margin 2.4% • Adjusted EBITDA +$16.7 million versus FY26, highlighting flexible cost base
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12 • Closing cash $28 million, zero financial debt • Operating cash flow driven by FY26 operating surplus (cash profit) and favourable working capital dynamics • ~$9 million IEEPA tariff refunds expected to be received in FY27 • Continued investment in technology platform to develop capability and reinforce competitive advantage • Capitalised investments as a proportion of sales revenue of 2.3% (FY25: 2.1%) CASH GENERATION SUPPORTED BY OPERATING PROFITS AND ATTRACTIVE WO RKING CAPITAL CYCLE BALANCE SHEET 1. Net profit adjusted for non-cash items (amortisation, share-based payments, unrealized loss/gain on FX contracts) 2. Includes R&D ($16.2 million), other intangibles ($0.4 million) 3. Share purchases to neutralize dilution from issuance of employee service rights 1 2 $’000 Unaudited Jun 2026 Jun 2025 Cash and cash equivalents 27,879 37,082 Other current assets 21,530 25,976 Intangibles 41,235 36,324 Receivables – non-current 31,483 22,369 Deferred tax assets 9,125 6,395 Total assets 131,252 128,146 Trade and other payables 88,633 73,298 Contract liabilities 10,530 12,448 Income tax - 4,553 Other liabilities 2,344 2,035 Total liabilities 101,507 92,335 Issued capital 181,650 181,695 Reserves (148,229) (148,583) Retained earnings (5,776) 2,699 Total equity 27,645 35,810 3 Cash bridge ($’000) 37,082 8,009 2,755 ((16,612)) ((3,356)) 27,879 Opening Cash Operating Surplus Working Capital Capitalised investments EBT purchases Closing Cash
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13 TRADING UPDATE & OUTLOOK 3
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14 76 84 88 98 116 122 122 120 128 139 150 161 159 147 167 186 207 212 219 245 244 255 263 284 223 293 354 369 364 358 369 Global personal luxury goods market (EUR billions) YoY growth Slow down driven by macroeconomics headwinds, trade disruption, shifting customer preferences and deteriorating value proposition. Global personal luxury goods market CY2025 personal luxury goods market declined 2% CY2026 estimated growth expectations 3-5% SHORT TERM CHALLENGES IN LUXURY TO PERSIST ALBEIT WITH SOME SIGNS OF A RECOVERY. LONG TERM FUNDAMENTALS REMAIN ROBUST Source: Bain & Company and Altagamma: Global luxury stabilizes amid compounding disruptions as brands race to amplify meaning and rebuild relevance (June 2026)
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15 OUTLOOK • In the short term, while there continues to be uncertainty within the global luxury personal goods market, Cettire has commen ced FY27 with a continuation of the positive trading momentum observed in Q4 -FY26 • YTD1 gross revenue 2 growth of ~22% year -on-year achieved, supported by improving trading conditions and the Company’s ongoing focus on geographic diversification. Growth ex -USA has exceeded this rate over the same period. • Reflecting its focus on profitable growth, Cettire achieved positive Adj. EBITDA 3 in July 2026. 1. Reflects the period 1 July 2026 to 24 August 2026 compared to the same period in 2025 2. Cettire uses gross revenue as a non-IFRS measure of business performance and represents revenue net of GST/VAT/sales taxes but is before refunds to customers 3. Cettire uses Adjusted EBITDA and Adjusted NPAT as non-IFRS measures of business performance which excludes share-based payments, unrealised FX loss / (gain), loss/ (gain) on FX contracts and other items
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16 CETTIRE WELL POSITIONED TO DELIVER LONG TERM PROFITABLE GROWTH Large global customer base with multiple growth pathways High-quality suppliers providing access to inventory that supports one of the largest online luxury goods offering in the world Business model that is agile and flexible with impressive unit economics, proven to deliver profitable revenue growth Proprietary technology that delivers an end to end, highly automated customer journey, and is completely scalable A balance sheet and cash generation that delivers flexibility to adapt to market challenges and opportunities A maturing organisation with highly capable dedicated team, laser focused on delivering our strategic objectives Remaining self funded with no debt
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17 APPENDIX 4
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18 INCOME STATEMENT RECONCILIATIONS $’000s FY26 FY25 Statutory EBITDA 4,862 2,393 Share-based payments 3,920 2,001 Unrealised FX & (gain) / loss on FX contracts 6,050 (4,917) Other 2,2211 8482 Adjusted EBITDA 17,053 325 Statutory EBITDA to Adjusted EBITDA reconciliation General & administrative expenses 1. In FY26, includes $1,392,000 relating to an incomplete M&A transaction and $830,000 associated with a litigation matter that hassince been resolved. 2. In FY25, includes $848,000 of legal, communications and financial services associated with managing a short seller campaign 3. Realised and unrealised FX (gain) / loss $’000s FY26 FY25 General & administrative expenses (26,948) (21,478) FX 3 3,740 564 General & administrative expenses (ex. FX) (23,208) (20,914) $’000s FY26 FY25 Statutory NPAT (8,477) (2,647) Share-based payments 3,920 2,001 Unrealised FX & (gain) / loss on FX contracts 6,050 (4,917) Other 1,5551 5942 Adjusted NPAT 3,048 (4,970) Statutory NPAT to Adjusted NPAT reconciliation
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19 The information contained in this document and discussed at this presentation (collectively, the Presentation) has been prepared by Cettire Limited (ACN 645 474 166) (Cettire or the Company). The Presentation is subject to the conditions outlined below. Your receipt or viewing of the Presentation evidences your acceptance of those conditions and that you agree to be bound by them. NO OFFER OF SECURITIES The Presentation is not a prospectus, product disclosure statement, disclosure document or other offer document under Australianlaw or under any other law. It does not and is not intended to constitute an offer for subscription, financial product advice, invitation, solicitation or recommendation by anyperson or to any person with respect to the purchase or sale of any securities or financial products in any jurisdiction, and also does not form the basis of any contract or commitment to sell or apply for securities in Cettire or any of its subsidiaries or related entities. The information contained in the Presentation has been prepared without taking account of any person's investment objectives,financial situation or particular needs and nothing contained in the Presentation constitutes investment, legal, tax or other advice. You must not rely on the Presentation, and must make your own independent assessment and rely upon your own independent taxation legal, financial or other professional advice. FINANCIAL DATA All information in the Presentation is in Australian dollars unless otherwise stated. Financial data calculating totals and percentages may be subject to rounding. The Presentation contains certain pro forma and non-IFRS financial information. Such financial information has not been preparedin accordance with disclosure requirements of applicable accounting standards and other mandatory reporting requirements in Australia. FORWARD LOOKING STATEMENTS The Presentation contains certain forward looking statements, including estimates, projections and opinions (Forward Looking Statements). We use words such 'will', 'may', 'intend', 'seek', 'would', 'should', 'could' 'continue' 'plan', 'probability', 'risk', 'forecast', 'likely', 'estimate', 'anticipate', 'believe', or similar words to identify Forward Looking Statements. Forward Looking Statements may involve known and unknown risks and uncertainties and other factors, many of which are beyond the control of Cettire, and have been made based upon management's expectations and beliefs concerning future developments and their potential effect on Cettire. No representationis made or will be made that any Forward Looking Statements will be achieved or will prove correct. Actual future results and operations could vary materially from the Forward Looking Statements. Circumstances may change and the contents of this Presentation may become outdated as a result. Cettire is not obliged to update such outdated information. PAST PERFORMANCE Past performance information given in this presentation is given for illustrative purposes only and should not be relied upon(and is not) an indication of future performance. DISCLAIMER The information in the Presentation is supplied in summary form and is therefore not necessarily complete, and does not contain all information that would be relevant to an investor. The material contained in this Presentation may include information derived from publicly available sources that have not been independently verified. No representation or warranty is made as to the accuracy, completeness, fairness or reliability of the information in this Presentation, or the of the opinions and conclusions in it. To the maximum extent permitted by law, Cettire and each of its subsidiaries and affiliates, and each of their respective directors, employees, officers, partners, agents and advisers, and any other person involved in the preparation of the Presentation disclaim all liability and responsibility (including withoutlimitation, any liability arising from fault or negligence) for any direct or indirect loss or damage which may arise or be suffered through use or reliance on anything contained in, or omittedfrom, the Presentation. Cettire accepts no responsibility or obligation to inform you of any matter arising or coming to its notice, after the date of the presentation or this document, which may affect any matter referred to in the Presentation. This Presentation should be read in conjunction with Cettire's other periodic and continuous disclosure announcements lodged with the ASX, which are available at www.asx.com.au. IMPORTANT NOTICE AND DISCLAIMER
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20 GLOBAL ONLINE LUXURY PLATFORM WWW.CETTIRE.COM