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SUPERLOOP LIMITED Investor Presentation 2026
65810_rns_2026-05-06_3486f11c-4ea6-4dd7-ba82-c48a362840d5.pdf
Investor Presentation
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superloop
7 May 2026
Macquarie Conference Presentation
Superloop Limited (ASX:SLC) (Superloop) provides the attached Chief Financial Officer presentation which will be delivered today at the Macquarie Australia Conference 2026 held at Sheraton Grand Hyde Park Sydney.
ENDS
Authorised for release by the Superloop Company Secretary.
ABOUT SUPERLOOP
Founded in 2014, and listed on the ASX since 2015, Superloop's purpose is to enable better internet for Australian homes and businesses. We enable challenger retail brands (including Superloop and Exetel brands) to take a larger share of the market, leveraging Superloop's Infrastructure-on-Demand platform. Superloop provides connectivity and services to customers in three segments of the market: Consumer, Business and Wholesale. Our offerings leverage Superloop's investments in physical infrastructure assets that include fibre, subsea cables and fixed wireless, as well as Superloop's software platforms. Hundreds of thousands of homes and businesses rely on Superloop and Exetel every day for their connectivity needs.
Visit www.superloop.com to learn more.
Contacts
Superloop is at:
Web: https://www.superloop.com/
Twitter: https://twitter.com/superloopnet
LinkedIn: https://au.linkedin.com/company/superloop
Facebook: https://www.facebook.com/SuperloopHomeBroadband/
Instagram: https://www.instagram.com/superloop.homebroadband/
For more information:
Please contact:
- For Investor queries:
-
Dean Tognella
Chief Financial Officer
[email protected] -
For Company Secretarial queries:
- Tina Ooi
Chief Legal & Corporate Officer / Company Secretary
[email protected]
Superloop Limited
ABN 96 169 263 094
Level 9, 12 Shelley Street,
Sydney, NSW 2000
1300 558 406
superloop.com
superloop
Macquarie Conference
Superloop Limited (ASX:SLC)
Thursday, 7 May 2026
Agenda.
Highlights
How we operate
Smart Communities Update
2 Macquarie Conference
Sustained market share gains and improved earnings.
Customers (000)
Revenue ($m)
Underlying EBITDA¹ ($m)
1 Underlying EBITDA is calculated as Net Profit After Tax adjusted for tax, interest, depreciation & amortisation, share-based consideration, restructuring costs and M&A-related costs. Excludes discontinued operations (FY22 only).
3 Macquarie Conference
Disciplined opex control and efficient scaling.
Digital and AI investments enabling our scalable operating model
Marketing growth delivering sustained customer growth
Operating expense by Type (\$m)
Opex/Revenue¹
1 Opex/Revenue calculated by dividing Operating Expenses (ex-Doubtful Debts and Marketing Expenses) by Revenue.
4 Macquarie Conference
How we operate.
7 May 2026
Highlights
How we operate
Smart Communities update
High-demand products leveraging our infra-on-demand platform.
Powerful scale as we leverage our assets
6 Macquarie Conference
Our Network.
Increasing traffic on our network creates operating leverage
> 2,400
On-net data centres / sites in Australia / worldwide including over 1,900 on-net commercial buildings
> 2,500 km
of owned strategically located CBD and metro fibre within Australia
>170,000
Contracted on-net Smart Communities lots²
>1.35M
Installed capacity for nbn internet customers
1 Combination of owned, indefeasible right to use and leased fibre.
2 Lot = individual FTTP lot or student accommodation bed.
7 Macquarie Conference
Smart Communities update
Our Smart Communities Journey
Acquisition of Lightning Broadband accelerates our scale
VostroNet
Expands Smart Communities into Fibre to the Premise (FFTP) market
Adds end-to-end capability as a Statutory Infrastructure Provider (SIP)
| 2016 | 2022 | 2025 | ||||
|---|---|---|---|---|---|---|
| 2016 | 2018 | 2020 | 2022 | 2024 | JAN | FEB |
BigAir
PBSA (Student Accom) foundation for Superloop Smart Communities
Established PBSA credentials (student accommodation connectivity, managed WiFi, in-building networks)
Landmark Developer Wins
NOW
Bradfield Development Authority
invest a
Cedar Pacific
mirvac
| MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT |
|---|---|---|---|---|---|---|---|
RSP-ready Wholesale Platform
NOW
DEC
JAN
FEB
uecomm
Addition of Strategic Metro Fibre Footprint
Adds ~2,000 route km's of deep metro fibre
4
Lightning Broadband
Superloop Acquires Lightning Broadband
Adds ~54K contracted FTTP lots.
9
Macquarie Conference
7
The acquisition is subject to various conditions precedent and is expected to complete in the
4^{\text{th}}
quarter of FY26, subject to regulatory approvals.
Lightning Broadband Acquisition accelerates Superloop into a scaled Fibre to the Premise (FTTP) Challenger.
A scaled, national FTTP network challenger
Enhanced market standing with developers and major Retail Service Providers (RSPs)
Infrastructure ownership, with strong moat and contracted revenue growth
Leverages Superloop's existing fibre and operations, transforming network economics
Strong financials: High gross margins and annuity style revenue streams
10 Macquarie Conference
Superloop Limited
[email protected]
https://investors.superloop.com
