Announcement PDF FY2026 Full Year Results O U R B R A N D S DISCLAIMER This investor presentation has been prepared by Intelligent Monitoring Group Limited (ACN 060 774 227) (IMG or the Company). It contains general information about the Company and its subsidiaries (Group) and the Group’s business as at the date of this presentation. The information in this presentation should not be considered to be comprehensive or to comprise all of the material which a shareholder or potential investor in the Company may require in order to determine whether to deal in the Company’s shares. The information in this presentation is of a general nature only and does not purport to be complete. It should be read in conjunction with the Company’s periodic and continuous disclosure announcements which are available at www.intelligentmonitoringgroup.com and with the Australian Securities Exchange (ASX) announcements, which are available at www.asx.com.au. 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Third party trademarks and trade names used in this presentation belong to the relevant owners and use is not intended to represent sponsorship, approval or association by or with the Company. 2 FY26 FINANCIAL HIGHLIGHTS 3 Delivering another year of profitable growth, strong cash generation and disciplined execution, reinforcing our platform for long-term value creation. REVENUE $203.7m +16.5% vs FY25 UNDERLYING EBITDA $44.0m +14.5% vs FY25 ADJUSTED UNDERLYING NPAT / EPS $23.6m / 6.01 cps +442% / +363% vs FY25 OPERATING CASH FLOW $22.0m +107.5% vs FY25 FREE CASH FLOW $8.1m +>100% vs FY25 NET DEBT / EBITDA 2.26x up from 1.87x vs FY25 Strong financial performance reflecting the quality, resilience and scalability of our business model. Underlying EBITDA removes $11.5m of one off costs Adjusted Underlying NPAT adjusts for one off costs and removes amortisation of acquired intangible assets Net debt includes lease liabilities VS. GUIDANCE IMG delivered at or above guidance at the NPAT(a) and EPS(a) level IMG delivered $44.0m EBITDA, at the lower end of our guidance range reflecting: 1. ~$1m strategic investment in ADT Guard opex to support growth and build the team for future scale. 2. ~$0.5m adverse FX impact from New Zealand, representing an external currency headwind. IMB FY26 vs Guidance Range Actual** Underlying EBITDA guidance (AGM) $m 43-47 44.0 = Adjusted Underlying NPAT* $m 19.9-22.8 23.6 = EPS (adj) * $m 0.052-0.06 0.06 4 * Guidance Pre-Tyco NZ acquisition ** Includes 1 month of Tyco NZ ($0.6m EBITDA, $0.4m NPATA) FY26 Waka UK Group Proforma Revenue $m 203.7 87.2 164.6 455.5 As disclosed (in acquisition presentations) Group Underlying EBITDA $m 44.0 10.0 79.0 133.0 At current ex-rates (NZD, AUD, GBP) Adjusted NPAT $m 23.6 38.1 Assuming full tax and current exchange rates apply EPSa $m 0.06 0.08 SIGNIFICANT PRO FORMA EARNINGS AHEAD FY27 & FY28 will be significant headline growth years from the addition of Wormald NZ, Red Wolf ('Waka') and ADT UK Proforma Earnings Bridge 5 FY26 OVERVIEW • Strong momentum across the existing portfolio validated IMG’s strategy and operating model. • WAPL strengthened IMG’s Western Australian commercial security footprint, while BNP provided a platform to target the physical security market through ADT Guard. • Remote video monitoring gained traction, surpassing 1,000 installed sites across Australia and New Zealand. • IMG’s monitoring capabilities assisted police in apprehending 75 offenders during active incidents. • Continued investment in technology, people and operating capabilities strengthened IMG’s customer proposition. • Wormald NZ and Red Wolf strengthened IMG’s position across fire, security and life safety. • The announced ADT UK acquisition marked a transformational expansion into a major global security market. 6 Strong underlying growth, disciplined execution and strategic expansion through Wormald NZ, Red Wolf and the proposed ADT UK acquisition. FY25 ($m) FY26 ($m) 174.9 203.7 16.5% Revenue Growth 10.6 22.0 FY25 ($m) FY26 ($m) 107.5% increase in Operating Cash Flow IMG TODAY: ESTABLISHED SCALE, ACCELERATING GROWTH OPPORTUNITY Defensive, high-quality recurring revenue platform with a clear runway to accelerate growth through deeper penetration of higher-value security and life security industries. Strong Financial Profile • Stronger earnings base with higher- quality recurring revenue and improved margin mix. Scaled Platform in Australasia • Creates a significantly larger trans-Tasman platform with expanded customer reach and customer base of >200,000+ monitored and serviced sites. Specialist Workforce Driving Long- Term Growth • ~900 full-time employees across Australasia, delivering scalable operational capacity, specialised technical expertise, and a robust platform for long- term growth. Significant Direct Technical Coverage • National coverage across all major cities in AU and NZ, supported by 3 monitoring rooms in AU and 1 in NZ. 7 A MARKET-LEADING PORTFOLIO OF TRUSTED BRANDS Go-to-market brand structure positions the company as a market leader in a fragmented industry. Direct Security Brand (with Subsidiaries) • Australia • New Zealand Direct Partnered Brand • Australia Direct Fire Brand • New Zealand Wholesale Security Brand • Australia 8 DIVISION PERFORMANCE +12.5% underlying like for like EBITDA growth in Australia – driven by growing pipeline of commercial work and increasing sales of ADT Guard. EBITDA Breakdown 9 FY26 FY25 % Group EBITDA $m 44.0 38.4 14.5% As disclosed Australia $m 31.4 27.9 12.5% Organic Growth Acquisition earnings $m 5.6 0 WAPL, BNP, Wormald & Red Wolf New Zealand (A$) $m 7.0 10.5 -33.4% Poor Q1 +42% 2H vs 1H 10 CORPORATE STORY IMG is building a leading security monitoring and remote guarding platform in Australasia and the UK PHASE I Build the platform ● Acquire and consolidate high- quality monitoring businesses ● Create scale in control rooms, technology and customer relationships ● Use the ADT brand and market position to become the leading independent security services platform PHASE II Use the platform to enter much larger markets Diversify the opportunity from traditional intrusion alarm monitoring: 1. Remote video guarding 2. Commercial security and fire services 3. AI-enabled monitoring and verification PHASE III Replicate internationally ● UK acquisition doubles the scale of the group ● Creates a second major geography ● Provides another platform for video guarding and technology development ● Moves IMG from a regional operator towards becoming an international security services company A$9BN TAM IN A BROADER A$13.6BN AUSTRALIAN SECURITY- SERVICES MARKET 11 28% 19% 53% A$9.0bn company-defined TAM build 53% mobile guards & patrols 28% security system installation & monitoring 19% commercial security services install & maintenance ~14.1 MILLION PREMISES Monitored Intrusion Alarm Outlook ▪ Large, resilient market: The industry generates approximately A$13.6bn of revenue in 2026, low volatility. ▪ Technology is reshaping security delivery: Shift toward electronic surveillance, access control, and remote monitoring. ▪ Recurring demand underpins the sector: Security needs across commercial, infrastructure, and government create ongoing (non-discretionary) demand. Source: IBISWorld R E S I D E N T I A L P E N E T R A T I O N C O M M E R C I A L P E N E T R A T I O N ~3% ~20% ORGANIC GROWTH ENGINE: ENTERPRISE & COMMERCIAL - SECURITY & FIRE TECHNICAL SERVICES 12 Strong quarterly growth in the probability-weighted pipeline demonstrates commercial momentum and provides strong visibility into future revenue. 36.6 49.8 63.2 72.4 FY26Q1 FY26Q2 FY26Q3 FY26Q4 Commercial Security Secured Pipeline ($m) +27% +15% Commercial Fire & Security – Growth & Outlook • Australia continues to build momentum, with the commercial security pipeline growing ~26% quarter-on-quarter. • New Zealand is gaining traction following the strategic reset, with stronger project activity and a positive FY27 outlook. • Wormald and Red Wolf provide a solid growth platform, supported by an established customer base and an experienced, growth-focused team. • Together, these businesses strengthen our ANZ position, broaden our service offering and support organic growth through FY27. +36% ORGANIC GROWTH ENGINE: LEADING SECURITY AND IOT MONITORING PLATFORM 13 Building momentum across video monitoring solutions, with growing customer adoption, new market opportunities and increasing industry confidence in our service delivery. 301 705 823 1029 FY26Q1 FY26Q2 FY26Q3 FY26Q4 Video Guard Sites >75 ARREST >15 MONTHLY DETERRENCE Video Monitoring – Growth & Outlook • Trailer and pole rentals are showing strong early potential, with several education-sector wins since launching earlier this year. • ADT Guard is gaining traction without additional marketing spend, with improved messaging and early successes driving increasing customer interest. • Bureau monitoring continues to build momentum, as more industry partners recognise the value of our delivery model and place greater trust in our monitoring services. ABOUT: ADT RESIDENTIAL UK ADT UK is a leading provider of Security and Home Automation solutions focused on Residential Customers GBP £87m EBITDA MARGIN RECURRING REVENUE • One of the UK's most established residential security providers, with a heritage dating back to 1874. • Serves more than ~160,000 residential customers with stable recurring revenue. • Recognised for professionally monitored home security systems, smart home solutions, and 24/7 monitoring and customer support. 49% 93% Footprint: • 2 branches • ~ 400+ employees REVENUE LTM JULY 25 14 ADT UK – ESTABLISHED MARKET LEADER ADT has operated in the UK for over four decades, maintaining a leading position with an expected CAGR of 6-8% Manchester London Key Stats ~ 29 Million Total Residential Dwellings in the UK 6-7% Market Penetration Rate ’23 – ’29 Residential Sector CAGR: 6 – 8% 8% 8% 8% Growth Drivers Increased security concerns Greater demand for comprehensive, smart residential security solutions UK government pledged to build 1.5mm homes by 2029 15 Key Players Total Serviceable Addressable Market Over Time ($b) FY26 SUMMARY 16 Scale & Positioning FY26 marked a significant step- up in the Group's scale and strategic positioning, with the acquisitions of Wormald and Red Wolf broadening our capabilities, customer base and addressable markets. ADT UK Acquisition Acquisition of ADT UK represents another important milestone in the Group's growth strategy, providing a platform for further geographic expansion, subject to completion. Commercial Momentum Commercial continued to deliver strong momentum, with a growing pipeline translating into new customer wins and an expanding sales book, supported positive quarterly growth. ADT Guard Growth ADT Guard surpassed 1,000 sites during FY26, underpinned by strong new commercial customer wins across education and childcare, alongside growing demand for poles and trailer solutions within the construction sector. AU Strength Drives Growth Despite a softer first half in New Zealand, the Group delivered resilient underlying performance, with strength across AU businesses supporting 12.5% organic growth for FY26 and positioning the business well entering FY27. FY27 & BEYOND 17 ACCELERATE ORGANIC GROWTH ACROSS THE EXISTING PORTFOLIO Commercial Pipeline Convert the growing commercial pipeline into new customer wins ADT Guard & Remote Monitoring Scale ADT Guard and remote video monitoring New Zealand Growth Drive growth from Wormald New Zealand and Red Wolf ADT UK Integration Complete ADT UK and establish a platform for long-term growth FY26 RESULTS - GROUP FINANCIALS 18 PROFIT & LOSS OVERVIEW Strong and improving P&L • Revenue increased 16.5% to $203.7 million, supported by growth across the Group. • Underlying EBITDA increased 14.5% to $44.0 million, with a strong EBITDA margin of 21.6%. • Reported profit improved to $1.0 million, from a $21.9 million loss in FY25, supported by significantly lower finance costs and tax. P&L Summary FY26 FY25 % Revenue $m 203.7 174.9 16.5% Underlying EBITDA $m 44.0 38.4 14.5% EBITDA margin % 21.6% 21.9% (1.6%) Depreciation $m 13.0 8.3 56.6% Operating EBIT $m 31.0 30.1 3.0% Amortisation $m 10.1 14.1 (28.4%) Abnormal items $m 12.5 12.2 2.5% Finance Costs $m 7.5 18.9 (60.3%) Tax Benefit / (Cost) $m 0.1 (6.8) <100% Reported Profit/Loss after tax $m 1.0 (21.9) >100% Adjusted Underlying NPAT $m 23.6 4.3 >100% 19 BALANCE SHEET Stable, strong balance sheet • Cash position of $42.7m • Gross Secured Debt of $121.5m post Waka settlement • Current facility term until March 2028 with a new debt facility to be provided as part of the UK ADT acquisition Balance Sheet Summary FY26 FY25 % Cash $m 42.7 24.0 +77.9% Receivables $m 36.8 28.7 +28.2% Inventory $m 4.0 9.0 -55.6% Property, Plant & Equipment $m 23.4 22.9 +2.2% Goodwill $m 121.3 87.1 +39.3% Other Assets (WIP / deposits / ROA) $m 35.8 16.8 +113.1% Total Assets $m 264.0 188.5 +40.1% Accounts Payable $m 36.3 30.0 +21.0% Debt $m 121.5 83.5 +45.5% Other liabilities $m 53.3 42.9 +24.2% Total Liabilities $m 211.1 156.4 +35.0% Equity $m 52.9 32.1 +64.8% 20 EBITDA OVERVIEW Reconciliation to Statutory accounts FY26 FY25 Reported EBITDA $m 32.5 26.9 Per Statutory accounts Impairment of receivable $m 3.0 2.9 Impairments of acquired ADT customer receivables on review Impairment of assets $m 2.7 4.4 Impairment of acquired assets on review Business acquisition, integration and advisory costs $m 4.8 3.8 Various costs relating to the acquisition of Wormald NZ, Red Wolf and ADT UK and the Dec capital raising. Interest income $m (1.0) (0.6) Share based expense $m 2.0 0.9 The vesting of the shares granted to the MD as part of the ADT deal has led to a non-cash increase in costs recognised in the statement of profit or loss, related to the share price. These shares are fully diluted in the share base presented Underlying EBITDA (rounded) $m 44.0 38.4 EBITDA Reconciliation 21 CASH BRIDGE 22 23,965 22,014 (7,978) (5,906) 32,095 18,888 35,179 1,136 (43,816) (804) 42,678 - 10,000 20,000 30,000 40,000 50,000 60,000 70,000 80,000 90,000 100,000 FY25 to FY26 ($000) Increase Decrease Total Corporate Activities G E T I N T O U C H Dennison Hambling Managing Director • dhambling@theimg.com.au • +61 418 173 232 Shenin Singh Head of Business Intelligence • ssingh@theimg.com.au • +61 437 953 017