Broadridge Financial Solutions (BR) Investor presentation summary

Strategic positioning and business model

• Operates as a global fintech leader, supporting critical operations, technology, governance, and communications in financial services.

• Maintains a platform-based, recurring revenue model, creating value for clients and investors.

• Serves a $225B addressable market, with $60B vended, spanning governance, capital markets, and wealth & investment management.

• Unique network includes over 10,000 corporate issuers, 1,000+ banks and broker-dealers, and 200M+ retail shareholder accounts.

• Growth is driven by secular trends: democratization of investing, digitization, trading acceleration, data/AI, and regulation.

Financial performance and guidance

• Q2 FY26 recurring revenues grew 9% (8% constant currency) to $1,070M; adjusted EPS rose 2% to $1.59.

• FY26 guidance raised: adjusted EPS growth now 9-12%, recurring revenue growth at the higher end of 5-7%.

• Adjusted operating income margin guidance remains at 20-21%.

• Free cash flow conversion remains strong, exceeding 100% in recent years.

• Closed sales for H1 FY26 reached $103M, up from $89M in H1 FY25.

Segment and operational highlights

• ICS recurring revenue reached $2.7B in FY25, with 8% average annual growth in regulatory and 12% in issuer services.

• GTO recurring revenue hit $1.8B in FY25, with 14% average annual growth in wealth & investment management.

• Equity and mutual fund/ETF position growth averaged 9% annually over the past decade.

• Internal trade growth for Q2 FY26 was 14%, supporting strong volume trends.

• Investments in digital, data, and international expansion underpin growth across all franchises.