FY26 Investor Presentation

• FY26 guidance exceeded on all measures
• Portfolio expanded by >26% in FY26

• $120m acquisition pipeline under assessment

Eureka Group Holdings Ltd announced its FY24 results, highlighting significant growth across various metrics. The company exceeded all FY26 guidance, with revenue up 24% to $56.7m and underlying EBITDA rising 29% to $21.7m. The portfolio expanded by 26%, with 7 properties settled for approximately $80m, adding 937 homes. The annualized recurring revenue (ARR) base grew 14% to $54.6m. The company also reported a 41% increase in net operating cash flow to $15.2m. Eureka maintained a strong acquisition pipeline, with over $120m of potential acquisitions under assessment, focusing on high-yield opportunities in outer-metro and regional markets. The company's strategy of disciplined capital deployment, repurposing existing built form, and leveraging capital partnerships continued to drive growth and enhance earnings.

Revenue up 24% to $56.7m, underlying EBITDA up 29% to $21.7m, net operating cash flow up 41% to $15.2m

Eureka Group Holdings Ltd anticipates continued growth, with a focus on converting the acquisition pipeline and development book into earnings. The company aims to scale its portfolio to over 6,000 homes, targeting a 12.5%-17.5% compound annual growth rate in underlying earnings per share.