FY26 Results Presentation

• FY26 revenue of $332.3M, 24.4% growth in constant currency
• Gross margin expanded to 65.3%, contribution margin to 26.5%
• Pro Forma EBITDA margin doubled to 8.4%, EBITDA $27.9M
• Ended FY26 debt-free with $71.2M of net cash

The Koala Company Ltd delivered strong FY26 results, surpassing prospectus forecasts. Key highlights include a 24.4% year-on-year growth in constant currency, reaching $332.3 million in revenue. Gross margin expanded to 65.3%, and contribution margin increased to 26.5%. The company achieved a Pro Forma EBITDA margin of 8.4%, resulting in $27.9 million in EBITDA. Koala ended FY26 with $71.2 million in net cash, providing flexibility for future growth and innovation. The company successfully launched two breakout products, the Torquay and Tamarama modular sofas, and expanded into the UK market. Additionally, Koala's capital-light model enabled efficient growth across existing and new markets, driving operating leverage and stronger cash generation.

Pro Forma EBITDA margin of 8.4% for FY26, revenue of $332.3M

The company is focused on strengthening its core range, expanding into new global markets, and building brand equity to drive future growth.