Siteminder (SDR) AGM 2026 presentation summary

Opening remarks and agenda

• Chairman Pat O’Sullivan and CEO and Managing Director Sankar Narayan delivered addresses.

Financial performance review

• Revenue grew at a 22% CAGR from FY22 to FY26 on a constant-currency, organic basis; properties grew at a 13% CAGR and ARPU at 9%.

• Adjusted EBITDA margin improved from -19.3% in FY22 to 10.6% in FY26, following 6.4% in FY25.

• Adjusted transaction gross margin rose from 33.7% in FY25 to 39.4% in FY26; transaction revenue growth outperformed selected global travel peers.

• Dynamic Revenue Plus customer billings were more than 2x higher in the Sep-26 quarter than the Jun-26 quarter.

Board and executive committee updates

• Pat O’Sullivan was listed as Independent Non-Executive Chairman; Sankar Narayan as CEO and Managing Director.

• Jenny Macdonald chaired Audit and Risk; Kim Anderson chaired People and Culture. Other listed non-executive directors were Paul Wilson and Dean A. Stoecker.