Superloop (SLC) Investor presentation summary

Broadband market opportunity

• ~2.7m households switch broadband providers each year across a market of ~8.8m NBN services in operation.

• Consumer NBN new-order share reached 8.8%, versus 5.2% consumer market share.

• Moving home, cost-of-living reviews, CPI-linked NBN price rises, fibre upgrades and the 500Mbps default plan support switching activity.

• ~1.1m copper-to-fibre upgrades are complete, with ~4m remaining; the business performs strongly in share among upgrading customers.

Customer growth and market share

• Total customer base reached 935k by Jun-26, with growth continuing through competitive market events.

• Market share increased from 0% to 8.5% over five years; incumbents lost ~20% share to challengers over the same period.

• Consumer NBN new-order share rose from 7.0% in FY25 to 8.8% in FY26; market share increased from 4.3% to 5.2%.

Customer proposition and brand

• Differentiators include a fastest fixed network recognition, product innovation, highly rated service, value and brand leverage.

• Customer support interactions enabled by AI reached 63%; Trustpilot ratings were 4.6/5, 4.4/5 and 4.5/5 across the displayed services.

• Brand awareness rose to 35% in FY26 from 24% in FY25, while consumer NBN new-order share increased to 8.8%.

• Canstar recognised high-speed NBN plans for outstanding value; Product Review named the service provider a 2026 Awards winner.