MicroCaps Conference Presentation

• Specialised communications and managed IT services provider with global operations
• Diversified revenue streams across communications, IT solutions, and global wholesale unified communications
• Targeting $75m+ in annualised revenue and $9-10m in underlying EBITDA post TasmaNet integration

Comms Group Ltd, a specialised communications and managed IT services provider with global operations, presented at the Australian MicroCaps Conference. The company highlighted its three key business divisions: Communications & Collaboration, Secure Managed IT Solutions, and Global & Wholesale Unified Communications. Comms Group has a diversified revenue model, with over 90% of its revenue coming from recurring services and usage fees. The company reported strong financial results in FY25, with revenue increasing 2% to $56.6 million and gross profit rising 3% to $27.1 million, reflecting a gross margin of 47.9%. Underlying EBITDA was $5.7 million, at the top end of the guidance range. Comms Group's strategy focuses on the successful integration of the recently acquired TasmaNet, expanding its presence in the corporate mid-market and government sectors, cross-selling secure managed IT solutions, and leveraging its Asia-Pacific footprint to provide additional services to multinational corporations. The company is targeting annualised revenue of $75 million+ and underlying EBITDA of $9-10 million once the TasmaNet integration is complete. Comms Group is also pursuing organic and inorganic growth opportunities to increase scale and add capabilities, with active M&A discussions ongoing. The company's strong balance sheet, high levels of free cash flow, and attractive valuation relative to peers make it a compelling investment opportunity.

Targeting annualised revenue of $75 million+ and underlying EBITDA of $9-10 million once the TasmaNet integration is complete.

Comms Group is pursuing organic and inorganic growth opportunities to increase scale and add capabilities, with active M&A discussions ongoing. The company is also focused on the successful integration of TasmaNet, expanding its presence in the corporate mid-market and government sectors, cross-selling secure managed IT solutions, and leveraging its Asia-Pacific footprint to provide additional services to multinational corporations.