IC Group (ICGH) Investor presentation summary

Business overview

• Operates a diversified consumer engagement platform with recurring enterprise revenue and multiple growth paths, serving over 100 sports teams and 30+ countries.

• Offers three main business lines: IC Engage (digital promotions and fan engagement), IC Mobile (enterprise messaging), and IC Insurance (specialty risk solutions for live events).

• Achieved $30.4M trailing twelve months revenue as of June 30, 2026, with approximately 68% recurring revenue.

• Serves Fortune 500 brands and maintains multi-year contracts, focusing on direct, measurable consumer engagement rather than traditional AdTech.

• Holds a unique competitive position with proprietary licenses, carrier agreements, and Lloyd’s MGA underwriting authority.

Financial performance and growth

• Q2 2026 revenue grew 26% year-over-year, with 97% of growth organic and recurring revenue at 67%.

• Adjusted EBITDA improved 345% year-over-year in Q2 2026, reflecting strong operating leverage.

• IC Engage revenue grew 12% YoY with gross margin up to 75%; IC Mobile revenue grew 25% YoY with 95%+ recurring revenue; IC Insurance revenue surged 147% YoY with 62% gross margin.

• Reduced bank debt by $1.5M year-over-year, maintaining a cash position of $2.3M as of June 30, 2026.

• Trades at an enterprise value of ~0.86x trailing revenue, with market capitalization of ~$18.6M and 53% insider ownership.

Market opportunity and strategy

• Operates in a global martech market projected to reach $2.9T by 2034, with strong secular tailwinds such as the shift to first-party data and mobile engagement.

• Focuses on scaling organically, expanding product offerings, and increasing margin through efficiency and pricing actions.

• Pursues growth through new channels, expanded distribution, and international activity, leveraging its platform and regulatory advantages.

• Differentiates through direct brand-to-consumer relationships, recurring revenue, and multi-year enterprise contracts.

• Strategic optionality allows each business line to grow independently while accelerating overall platform value.