Jumbo Interactive (JIN) investor relations material

Opening remarks and agenda

• The Chair acknowledged the Yuggera and Turrbal peoples, confirmed a quorum and opened the meeting; five resolutions were put to a poll.

• Shareholders considered the FY26 reports, remuneration report, Chair’s re-election and three CEO equity awards.

Financial performance review

• FY26 revenue rose 33% to AUD 194m, underlying EBITDA rose 25% to AUD 85m and underlying NPATA grew 20% to AUD 51m, delivering record underlying EBITDA despite weak jackpots.

• Revenue was nearly five times FY18’s AUD 40m; 41% came from outside Australia, over half was outside reseller agreements, and more than half of EBITDA came from beyond lottery retailing.

• Dream UK underlying EBITDA grew 23% on an annualized basis; Dream US recorded its best result in five years, while Managed Services contributed AUD 8.4m underlying EBITDA.

• AUD 34m of debt was repaid in FY26; available cash and undrawn debt totalled AUD 77m as at 6 November 2026.

• Australian lottery digital penetration reached 46.6% in FY26; Australian lottery sales grew at a 3.4% CAGR from FY90 to FY26.

Board and executive committee updates

• Sue Forrester AM stood for re-election after joining as independent Non-Executive Director and Chair in September 2020; directors unanimously recommended her re-election, with Sue abstaining.

• CFO Jatin Khosla plans to leave at year-end after five and a half years; the board began a successor search and said an update would follow.

• The board recommended approval of the CEO’s FY26 STI rights, FY27 LTI options and one-off equity grant, which vests only if he remains through 30 June 2030.