Superloop
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Superloop (SLC) investor relations material

Superloop Investor presentation summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Investor presentation summary9 Nov, 2026

Market and customer growth

  • ~2.7m households switch providers each year; moves, price triggers and technology upgrades support provider reviews, with ~1.1m households moving annually.

  • Market share rose from 0% to 8.5% in five years; challengers, including SLC, reached 28% versus incumbents at 72%.

Trading update

  • Total customers increased 18.5k YTD to 31 October, reaching 954k; Q1 net adds were 14.6k.

  • Consumer added 19.3k customers in Q1 and 23k YTD to 31 October, despite higher churn in July-August following a price increase.

  • Business customers grew 1.7k in Q1 and 2.3k YTD; Smart Communities signed 10k lots in Q1.

  • Wholesale subscribers declined 6.4k in Q1; traditional wholesale on-net wins are expected to add >$3.6m in annualized revenue post-migration.

FY27 outlook

  • Underlying EBITDA guidance of $148m-$156m implies 21%-27% growth on FY26 underlying EBITDA of $122.7m.

  • Capex guidance of $58m-$62m versus FY26 actual of $37.9m; increase mainly reflects Smart Communities capex of $16m-$18m and Lynham integration capex of $4m.

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Frequently asked questions

Superloop Limited is a telecommunications company that provides connectivity, network infrastructure, and managed services across the Asia-Pacific region. The company owns and operates fiber optic networks and offers internet, cloud, and data center connectivity solutions for businesses, carriers, and retail customers. Superloop focuses on delivering high-speed, reliable network services to meet the demands of enterprise and wholesale clients, supporting data-intensive applications and secure communications. The company is headquartered in Brisbane, Australia, and its shares are listed on the ASX.