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2026 Annual General Meeting O U R B R A N D S Tuesday 20 October 2026 2:00 pm (AEDT) | Jones Day Boardroom, Sydney
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DISCLAIMER This investor presentation has been prepared by Intelligent Monitoring Group Limited (ACN 060 774 227) (IMG or the Company). It contains general information about the Company and its subsidiaries (Group) and the Group’s business as at the date of this presentation. The information in this presentation should not be considered to be comprehensive or to comprise all of the material which a shareholder or potential investor in the Company may require in order to determine whether to deal in the Company’s shares. The information in this presentation is of a general nature only and does not purport to be complete. It should be read in conjunction with the Company’s periodic and continuous disclosure announcements which are available at www.intelligentmonitoringgroup.com and with the Australian Securities Exchange (ASX) announcements, which are available at www.asx.com.au. Not an offer or financial product advice This presentation is for information purposes only and is not a prospectus, product disclosure statement or other disclosure document for the purposes of Chapter 6D or Part 7.9 of the Corporations Act 2001 (Cth) (Corporations Act) or other offer document under Australian law or the law of any other jurisdiction. This presentation is not and should not be considered, and does not contain or purport to contain, an offer, invitation, solicitation or recommendation with respect to the purchase or sale of any securities in the Company (Securities) nor does it constitute financial product or investment advice (or taxation or legal advice) nor take into account your investment objectives, taxation situation, financial situation or needs. This presentation and its contents must not be distributed, transmitted or viewed by any person in any jurisdiction where the distribution, transmission or viewing of this presentation would be unlawful under the securities or other laws of that or any other jurisdiction. Past performance The operating and historical financial information given in this presentation is given for illustrative purposes only and should not be relied upon as (and is not) an indication of the Company's views on the Group’s future performance or condition. You should note that past performance of the Company cannot be relied upon as an indicator of (and provides no guidance as to) future Group performance. No liability The Company has prepared this presentation based on information available to it at the time of preparation, from sources believed to be reliable and subject to the qualifications in this presentation. To the maximum extent permitted by law, none of the Company, nor its respective advisers or representatives, nor any of their respective affiliates, related bodies corporate (as that term is defined in the Corporations Act) or securityholders, nor any of their respective directors, officers, employees, partners, representatives, consultants, agents or advisers (each a Limited Party and together, the Limited Parties) accept any responsibility or liability (whether for fault, negligence or otherwise) for the contents of this presentation and make no recommendations, representations or warranties regarding it. No representation or warranty, express or implied, is made as to the fairness, reliability, accuracy, adequacy, validity, correctness or completeness of the information, opinions and conclusions contained in this presentation. To the maximum extent permitted by law, none of the Limited Parties accept any responsibility or liability including, without limitation, any liability arising from fault or negligence on the part of any person, for any loss whatsoever arising from the use of the information in this presentation or in relation to the accuracy or completeness of the information, statements, opinions or matters, express or implied, contained in, arising out of or derived from, or for omissions from, this presentation, including, without limitation, any financial information, any estimates or projections and any other financial information derived therefrom or otherwise arising in connection with it. Future performance This presentation contains certain "forward-looking statements", including the Company’s beliefs, assumptions and expectations. The words "expect", "anticipate", "estimate", "intend", “likely”, "believe”, "guidance", "should", "could", "may", "will", "predict", "plan", “propose”, “goals”, “aim”, “target” and other similar expressions are intended to identify forward-looking statements. Any indications of, and guidance on, outlook, future operating performance, earnings and financial position and performance are also forward-looking statements. Forward looking statements involve inherent risks and uncertainties, both general and specific, and there is a risk that those predictions, forecasts, projections and other forward looking statements will not be achieved. Forward - looking statements, opinions and estimates provided in this presentation are based on assumptions and contingencies which are subject to change without notice, as are statements about market and industry trends, which are based on interpretations of current market conditions. Forward-looking statements, including projections, guidance on future operations, earnings and estimates (if any), are provided as a general guide only and should not be relied upon as an indication or guarantee of future performance. This presentation contains statements that are subject to risk factors associated with the Company’s industry as well as unknown risks and uncertainties (both general and specific), many of which are outside the control of the Company. It is believed that the expectations reflected in these statements are reasonable, but they may be affected by a range of variables, some of which are outside the Company’s control, which could cause actual results or trends to differ materially, including but not limited to earnings, capital expenditure, cash flow and capital structure risks and general business risks. Given this, undue reliance should not be placed on any forward-looking statement. No representation, warranty or assurance (express or implied) is given or made in relation to any forward-looking statement by any person (including any member of the Group or any of the other Limited Parties). In particular, no representation, warranty or assurance (express or implied) is given that the occurrence of the events expressed or implied in any forward-looking statements in this presentation will actually occur. Actual operations, results, performance or achievement may vary materially from any projections and forward-looking statements and the assumptions on which those statements are based. Any forward-looking statements in this presentation speak only as of the date of this presentation. Subject to any continuing obligations under applicable law, the Company expressly disclaims any obligation or undertaking to provide any updates or revisions to any forward-looking statements in this presentation to reflect any change in expectations in relation to any forward-looking statements or any change in events, conditions or circumstances on which any such statement is based. Nothing in this presentation will, under any circumstances, create an implication that there has been no change in the affairs of the Group since the date of this presentation. Third party information This presentation may contain trademarks and trade names of third parties, which are the property of their respective owners. Third party trademarks and trade names used in this presentation belong to the relevant owners and use is not intended to represent sponsorship, approval or association by or with the Company. 2
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FY26 FINANCIAL HIGHLIGHTS 3 Delivering another year of profitable growth, strong cash generation and disciplined execution, reinforcing our platform for long-term value creation. REVENUE $203.7m +16.5% vs FY25 ADJUSTED EBITDA $44.0m +14.5% vs FY25 OPERATING CASH FLOW $22.0m +107.5% vs FY25 FREE CASH FLOW $8.1m >100% growth vs FY25 EBITDA MARGIN 21.6% FY25: 21.9% NET DEBT / EBITDA 2.26x FY25: 1.87x Adjusted EBITDA $44.0m delivered within $43–47m guidance range Adjusted EBITDA excludes $11.5m of one-off costs. Net debt includes lease liabilities. Guidance pre-Tyco NZ acquisition.
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FY26 OVERVIEW 4 Strong underlying growth, disciplined execution and strategic expansion through Wormald NZ, Red Wolf and the proposed ADT UK acquisition. Strong momentum across the existing portfolio validated IMG’s strategy and operating model. WAPL strengthened IMG’s Western Australian commercial security footprint, while BNP provided a platform to target the physical security market through ADT Guard. Remote video monitoring gained traction, surpassing 1,000 installed sites across Australia and New Zealand. IMG’s monitoring capabilities assisted police in apprehending 75 offenders during active incidents. Continued investment in technology, people and operating capabilities strengthened IMG’s customer proposition. Wormald NZ and Red Wolf strengthened IMG’s position across fire, security and life safety. The announced ADT UK acquisition marked a transformational expansion into a major global security market.
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FY27Q1 TRADING UPDATE 5 Q1 FY26 Q1 FY27 %$m Revenue 43.93 66.23 51% Adjusted Operating EBITDA 6.91 9.46 37% AASB16 lease costs 1.21 2.29 89% Adjusted EBITDA* 8.11 11.76 45% EBITDA adjusted for acquisitions** 8.11 9.42 16% *Adjusted EBITDA excludes one off costs for M&A and restructuring costs which total $6.1m at end of Sept 2026 (including KOBE earnout. Employee share scheme costs also excluded.) ** EBITDA adjusted for acquisitions excludes WAKA / BNP and WAPL which were acquired after or during Q1 FY26 Top line revenue growth with acquisitions 51% Increase in AEBITDA 45% Increase in AEBITDA adjusting for acquisitions 16%
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N AB JO IN S AS SUPER SEN IO R LEN D ER A $62.5m sup er senior tranche at half a turn of EBITD A on the UK acq uisition facility saves IM G ~ A $1.5m in year one W H A T I T D E L I V E R S F O R I M G 9.89% A ll- in cost of funds, down from 10.12% A res - only ( –22bp) A $1.0m p .a. O ng oing interest saving to IM G A $0.56m O ne- off establishm ent fee saving Gross saving A $1.56m p.a. (A $62.5m × 2.50% ); A res’ share paid as + 15bp on its m arg in (~ A $0.58m ) Key term A res unitranche N A B sup er senior Facility size A $383.6m (£155m + A $87.5m ) A $62.5m (~ 0.5x EBITD A ) O p ening all - in rate 9.90% G BP / 10.99% AUD 8.34% Estab lishm ent fee 2.50% of hold (A $9.6m ) 1.60% (A $1.0m ) C ovenants (N et Leverag e / D SC R) 4.85x / ≥ 1.30x H ig her than A res Opening position at ~3.1x pro forma net leverage. 3-month BBSY Bid 4.84% (ASX, 15 Oct 2026), SONIA 3.75%, GBP/AUD 1.91; A$446m d rawn term debt; excludes PIK and commitment/BG fees. Ares approval conditional on an intermediate holdco (condition subsequent). 6
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FY27 GUIDANCE 7 FY27 Range core 6 months of UK operations Total Revenue 288-304 77-81 365-385 Adjusted Operating EBITDA 42-45 37-40 79-85 AASB16 lease costs 8-9 1-3 9-12 Adjusted EBITDA 51-54 40-42 91-96 CAPEX 6-8 12-14 18-22 Interest 8-9 18-19* 26-28 *UK interest is the incremental interest on debt with the new facility Adjusted EBITDA excludes one off costs for M&A and restructuring costs in relation to, KOBE, WAKA and Amsterdam acquisitions which total $6.1m at end of Sept 2026. Employee share scheme costs also excluded. Assumes completion of the UK business on 4 January 2027 Blended interest rate is 7.5% pre-UK acquisition and 10% post acquisition FX rate for NZD to AUD is 0.86 FX rate for GBP to AUD is 1.88
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FY27 & BEYOND 8 Entering FY27 with strong momentum FY27 PRIORITIES Convert the commercial pipeline Scale ADT Guard & remote video Grow Wormald NZ & Red Wolf Complete & integrate ADT UK Commercial pipeline ($m) 2.3x Q1 FY26 → Q1 FY27 36.6 49.8 63.2 72.4 82.7 Q1 FY26 Q2 Q3 Q4 Q1 FY27 Video Guard sites 3.8x Q1 FY26 → Q1 FY27 301 705 823 1,029 1,147 Q1 FY26 Q2 Q3 Q4 Q1 FY27
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G E T I N T O U C H Dennison Hambling Managing Director • dhambling@theimg.com.au • +61 418 173 232 Shenin Singh Head of Business Intelligence • ssingh@theimg.com.au • +61 437 953 017