Slides
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15 October 2026 Morgans Noosa Conference. Superloop Limited (ASX:SLC)
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No reliance To the maximum extent permitted by law, the information contained in this presentation is given without any liability whatsoever being accepted by Superloop Limited (Superloop) or any of its related bodies corporate or their respective directors, officers, partners, employees, advisors and agents (Relevant Parties). The information contained in this presentation is not intended to constitute legal, tax or accounting advice or opinion. No representation or warranty, expressed or implied, is made as to the accuracy, completeness or thoroughness of the information, whether as to the past or future. Recipients of the document must make their own independent investigations, consideration and evaluation. Limited disclosure This presentation contains summary information about Superloop and its activities which is current at the date of this presentation. The information in this presentation is of a general nature. The presentation does not purport to contain all the information that a prospective investor may require in evaluating a possible investment in Superloop, nor does it contain all the information which would be required in a disclosure document prepared in accordance with the requirements of the Corporations Act 2001 ( Cth) and should not be used in isolation as a basis to invest in Superloop. It should be read in conjunction with Superloop’s other periodic and continuous disclosure announcements lodged with the Australian Securities Exchange, which are available at www.asx.com.au . Seek your own advice In providing this presentation, Superloop has not considered the objectives, financial position or needs of the recipient. The recipient should consult with its own legal, tax or accounting advisers as to the accuracy and application of the information contained herein, and conduct its own due diligence and other enquiries in relation to such information and any investment in Superloop and the recipient’s objectives, financial position or needs. Currency All references to “$” are to Australian currency (AUD) unless otherwise noted. No offer to acquire Superloop shares The information in this presentation is not an offer or recommendation to purchase or subscribe for securities in Superloop or to retain or sell any securities that are currently held. In particular, this document does not constitute any part of any offer to sell, or the solicitation of an offer to buy, any securities in the United States or to, or for the account or benefit of any ‘US person’ as defined in Regulation S under the U.S. Securities Act of 1933 (Securities Act). Superloop shares have not been, and will not be, registered under the Securities Act or the securities laws of any state or other jurisdiction of the United States, and may not be offered or sold in the United States or to any US person without being so registered or pursuant to an exemption from registration. Forward-looking statements To the maximum extent permitted by law, Superloop and the Relevant Parties disclaim any responsibility for any errors or omissions in such information, including the financial calculations, projections and forecasts and indications of, and guidance on, future earnings and performance and financial position set forth herein. This presentation contains certain ‘forward -looking statements’. Superloop does not provide financial guidance beyond the current financial year, Superloop’s financial targets and growth ambitions (including the ambitions or targets to FY29 in connection with the Supercharge29 strategy) are not guidance and there are greater risks and uncertainties in connection with these targets. The targets to FY29 provided in this presentation are provided to illustrate some of the outcomes Management is currently focused on delivering in connection with the Supercharge29 strategy. Each target is subject to a range of assumptions and contingencies . The words “forecast”, “estimate”, “like”, “anticipate”, “project”, “opinion”, “should”, “could”, “may”, “target” and other similar expressions are intended to identify forward -looking statements. Such forward-looking statements are not guarantees of future performance and involve known and unknown risks, uncertainties and other factors and are subject to significant business, economic and competitive uncertainties and contingencies associated with exploration and/or production, many of which are beyond the control of Superloop, that may cause actual results to differ materially from those predicted or implied by any forward -looking statements. No representation or warranty is made by or on behalf of Superloop or the Relevant Parties that any projection, forecast, calculation, forward-looking statement, assumption or estimate contained in this presentation should or will be achieved or that actual outcomes will not differ materially from any forward -looking statements. Disclaimer. Morgans Noosa Conference2
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1.23 1.35 1.40 1.37 H1FY25 H2FY25 H1FY26 H2FY26 Switchers Average Average 1.33 MARKET SIZE AND SUPERLOOP’S SHARE BROADBAND MARKET SIZE A large pool of broadband switchers to win, every year. HOUSEHOLDS SWITCHING BROADBAND PROVIDERS (M) Moving home: ~1.1m households move each year and commonly review their provider. Cost of living: when budgets tighten, households review every utility, and broadband is part of that review. NBN CPI increases: the annual CPI -linked NBN price rise flows through to retail bills, prompting customers to compare providers. Fibre upgrades: ~1.1m NBN copper -to-fibre upgrades done and ~4m to go. Superloop performs strongly in market share of those upgrading. Need for speed: NBN’s Sept 2025 Accelerate Great (Speed bestowal) has resulted in 500Mbps becoming default plan. HOUSEHOLDS CHANGE PROVIDERS EACH YEAR. SUPERLOOP TAKES SHARE IN THIS MARKET~2.7M Morgans Noosa Conference3 ~8.8m NBN services in operation ~2.7m Households switch provider each year 8.8% Consumer segment NBN new order share 5.2% Consumer segment NBN Market share
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Total Customer Base Growth CUSTOMER BASE GROWTH Competitive events have not changed our growth trend. 181k 204k 368k 455k 731k 935k Origin migration Starlink acceleration begins NBN speed bestowal Telstra retail unbundling 0k 200k 400k 600k 800k 1,000k Dec-21 Jun-22 Dec-22 Jun-23 Dec-23 Jun-24 Dec-24 Jun-25 Dec-25 Jun-26 1 Superloop group customer data . Morgans Noosa Conference4 Incumbents have lost ~20% of share to the challengers in the last 5 years 91.8% 72.0% 8.2% 28.0% 0.0% 8.5% Incumbents Challengers (incl SLC) Superloop Superloop Group market share has grown from 0% to 8.5% in 5 years
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INDEPENDENTL Y RECOGNISED Fastest network Product Innovation Highly Rated Service Great Value OUR PROPOSITION Why Superloop wins in the nbn market. 1 3x Ookla SpeedTest fastest fixed network 2 3 4 63% of customer support interactions enabled by AI H1 2025 H2 2025 H1 2026 Excellent 4.6 out of 5 Excellent 4.4 out of 5 Excellent 4.5 out of 5 Product Review 2026 Awards winner Canstar Outstanding Value High Speed NBN Plans Superloop Refreshify& Speed Boost Morgans Noosa Conference5 4.8/5 Brand Leverage5 24% 34% 7.0% 8.8% 0% 10% 20% 30% 40% 50% FY25 FY26 Brand Awareness NBN new order share
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Essential service: Internet is an essential part of everyday life, we rely on it to work, learn, shop and stream our entertainment. Customers seek value : Customers choose brands they see as good value, innovative and high tech. Top of mind when switching: Households shortlist the brands they know when they switch, so higher awareness drives consumer results. Plenty of headroom: Brand awareness is 35%, up from 24% in FY25, and still well below the major telcos. Awareness converts to sales: Consumer NBN new order share up from 7.0% to 8.8% in FY26, and market share from 4.3% to 5.2%. CONTINUED BRAND INVESTMENT DRIVES GROWING MARKET SHARE. Morgans Noosa Conference6 BRAND More brand awareness, more share. LOW BRAND AWARENESS: ROOM TO GROW 100% 0% 80% 60% 40% 20% Brand awareness FY25 24% Superloop Established brands FY26 35%
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• Teddy & Mo - self-service customer support at scale. Delivering strong customer experience and NPS • AI builds on integrated stack • Lean, automated operating model keeps cost to serve low • Opex/revenue down from 17.3% (FY24) to 13.5% (FY26) Deploy AI at scale Leverage our cost advantage • Enabled by Group scale, product development and proven operating model • New neoloopplatform - ready for growth • Strong sales momentum and moving into delivery phase Build Smart Communities • Proven wholesale channel including white-label and traditional telco products • Superloop continues to be the enabler of “challengers” in the market Growth from Wholesale ▪ The Superloopbrand has cut through and growing awareness ▪ Differentiated customer experience (Product Review 4.8 out of 5) Superloop retail take market share FY26 PROOF POINT >500k Active Customers FY26 PROOF POINT >300k Wholesale Customers FY26 PROOF POINT 190k Contracted lots today FY26 PROOF POINT 63% of customer support interactions enabled by AI 1 2 3 4 5 FY26 PROOF POINT 13.5% Opex/Revenue (%) STRATEGY SuperCharge29: How we deliver our ambitions. 7 1The key targets and financials goals on this slide do not constitute guidance and carry risks and uncertainties. Refer to the Disclaimer slide in relation to key targets and financial goals. >$1B GROUP REVENUEFY29 AMBITIONS 1 $200M GROUP UNDERLYING EBITDA >30% REPORTED EPS GROWTH (3yr CAGR) Morgans Noosa Conference