2025 Full Year Results Presentation

• Strong growth across key metrics including net flows, income, and profit
• Consistent growth and operational efficiency with 28.2% FUA growth, 27.1% income growth, and 31.1% EBITDA growth
• Platform innovation delivering growth and diversification of income

Netwealth Group Ltd has reported a record financial year for FY25, with strong growth across key metrics including FUA, income, and profit. Total FUA as at 18 August 2025 was $118.5B, representing a 28.2% increase from the prior year. Total income grew by 27.1% to $324.4M, while EBITDA increased by 31.1% to $163.5M, with an EBITDA margin of 50.4%. Net profit after tax (NPAT) grew by 39.8% to $116.5M. These results were driven by strong revenue growth and the company's continued focus on operational efficiency. Key business drivers include growth in domestic and international trading volumes, increased average cash transaction account balances, and expansion in managed account and managed fund offerings. Netwealth has also seen consistent growth in its financial intermediary and account base, with 5.6% and 13.3% increases, respectively. The company's strategy is focused on delivering innovative products and services that leverage data, technology, and connectivity to drive change and meet the evolving needs of its target customer segments, including the affluent advice, private wealth, and broking markets.

Netwealth expects to deliver continued strong growth in FUA, income, and profitability in the 2026 financial year. The company is targeting FUA of $135-140B, total income of $360-380M, and NPAT of $130-140M.

Netwealth is well-positioned to continue its strong growth trajectory, driven by its focus on innovation, technology, and meeting the evolving needs of its target customer segments. The company remains committed to delivering sustainable long-term value for shareholders through its disciplined execution of its strategic priorities.