IVE Group (IGL) Investor presentation summary

Strategic rationale and market context

• Acquisition of Motio extends capabilities into owned digital place-based media, supporting a 2030 strategy to become a leading integrated marketing solutions provider.

• Motio operates over 1,300 digital displays in 1,000+ locations, leveraging first-party data and advanced location intelligence for targeted advertising.

• The digital out-of-home (OOH) advertising market in Australia is growing rapidly, with net media revenue reaching approximately $1.45 billion in 2025 and digital inventory comprising 77.1% of industry revenue by 1H26.

• Place-based media offers long dwell times, pre-qualified audiences, and secured inventory through multi-year site licenses, driving high incremental margins.

• Motio’s five key networks span medical, café, venue, play, and drive environments, reaching diverse and engaged audiences.

Financial performance and transaction details

• Motio achieved FY26 revenue of $9.4 million, with 8% year-on-year growth and cash EBITDA rising to $2.5 million, reflecting significant operating leverage.

• The business is debt-free with approximately $3.94 million in net cash as of June 30, 2026.

• IVE will acquire 100% of Motio shares at $0.060 per share, implying a fully diluted equity value of $20.7 million and an enterprise value of $16.7 million, at a 6.7x FY26 cash EBITDA multiple.

• The transaction is funded from existing debt facilities and cash reserves, and is expected to be EPS accretive from year one.

• The Scheme is subject to Motio shareholder and court approval, with implementation targeted for early December 2026.

Integration benefits and future opportunities

• Motio enhances the operating model by adding media ownership, sales, and AdTech capabilities, enabling more integrated and impactful brand experiences.

• The acquisition allows internalization of screen procurement and content management, reducing reliance on third parties and unlocking cost synergies.

• Combining Motio’s targeted environments with IVE’s scale and client relationships creates cross-selling opportunities and a leading retail media proposition.

• The platform supports further organic and inorganic expansion in a fragmented segment, with potential for follow-on M&A.

• Value capture is expected from day one post-completion, strengthening the long-term strategic position.