Announcement PDF Sydney Company Update April 2026 OUR BRANDS 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 2021-2022 Fix up the base • Threat protect turns to Intelligent Monitoring Group and invests in a new operating platform (2021-2023) 2023-2025 Add technical services capability to drive growth of solutions • Acquire ADT (AU & NZ), then a series of bolt-ons to drive coverage and depth • ACG, DVL, AAG, Kobe, BNP and Red Wolf (NZ) 2026 Add technical capability in Fire space • Acquire Tyco NZ (trading as Wormald) 2026+ • Drive the use of AI video-based services into higher value and uses in commercial AU & NZ. IMG: Corporate story Monitoring Platform providing technology-added value solutions in Security and Fire or “life safety” industry 3 25% 5% 22% 23% 10% 15% Secured Pipeline Distribution by Sector Airport/Transport Construction/Manufa cturing Data center Education/Health Finance Mining/Resources $36.6m FY26Q2 4 $49.8m Secured Pipeline FY26Q1* +36% Pipeline Growth +27% QoQ 4 FY26Q23 $63.2m Secured Pipeline +27% * Pipeline was $0 at August 2023 takeover of ADT. 5 Video Guarding growing strongly +16% QoQ 5 >50 Confirmed arrests have been made >15 Deterrence events on average each month. +16% Customer growth in Q3 on Q2 6 Quarterly Cashflow +14.5% on PCP 6 3Q 26 3Q 25 % Change Cashflow from Operations (pre nonrecurring costs) 7.7 6.7 +14.5% Capex* 1.8 2.3 -19.7% * Last quarter of 3G upgrade capex spend in NZ ($0.8m). Reported result for FY26 will depend on settlement timing of Tyco NZ – but underlying trading of business is on track with guidance GUIDANCE - CONFIRMED IMB FY26 Guidance build-up Bottom Top Underlying EBITDA guidance (AGM) $m 43 47 Plus: Tyco NZ Proforma EBITDA contribution $m 10 10 = Proforma* EBITDA $m 53 57 = Proforma* NPAT (adj) $m 26 29 = Proforma* EPS (adj) $m 0.062 0.07 7 * Proforma = the expected result following a full year of the Tyco NZ acquisition IMG: GROUP BUSINESSES (POST WAKA) 8 Go-to-market brand structure positions the company as a market leader in a fragmented industry. Tyco NZ Direct Security Brand (with Subsidiaries) Australia New Zealand Direct Partnered Brand Australia Direct Fire Brand New Zealand Wholesale Security Brand Australia IMG: GROUP BUSINESSES (POST WAKA) Technical service leader based on our monitoring platform and strength Monitoring Provider Wholesale Service provider Direct Technical Service provider IMS Signature Security ADT (AU & NZ) - Security Tyco NZ - Fire Tyco NZ IMG: SIGNIFICANT OPERATIONAL COVERAGE Australasia’s deepest operating platform combined with a deep bench of licensed technical experts IMG Offices 10 SIGNIFICANT OPPORTUNITY FOR GROWTH 11 12.9 million ~7% have monitored intrusion alarms ~ A$2.3bn electronic security market 1.2 million AI Perimeter Security Penetration? A$9bn Total Security Market Use our monitoring platforms and technical reach to drive growth in new services AN ATTRACTIVE – RECURRING BUSINESS New customers typically convert into long-term, recurring revenue relationships through ongoing monitoring, service contracts, and system upgrades. 12 New Installation Services & Maintenance New Work - Existing Customer Upgrades Monitoring FY25 Revenue Contribution 10% 18% 15% 12% 45% A typical customer revenue cycle Customer Lifetime: ➢ Residential & Small to Medium Business – 7yrs ➢ Commercial & Enterprise – 15 yrs 13 Strong, robust and valuable business Business has transformed in the past 3 and ½ years. • Refinanced to NAB with senior debt (in FY25) • Gearing is at the low end of industry norms • EBITDA of >$43m expected for FY26 and >$53m proforma* • Underlying organic growth rate of +8.3% in 1H26 (+8.2% FY25) – supplemented with strategic acquisitions • Pro forma EPSa of >6.25cps equates to a PE ratio <8x. * Acquisition, refinancing, and restructuring costs ^ AAG, ACG, DVL and KOBE # All Capex inclusive of business use PPE CONCLUSION Financial Summary 1H23 (annuali sed) FY24 FY25 Proforma* Share price $m 0.127 0.43 0.585 0.50 Cash $m 2.7 26.0 24.1 38.2 Gross Debt $m 31.6 80.0 85.0 120.0 Net Debt $m 28.9 54.5 60.9 81.8 Shares Outstanding M 131 330 388 423 Market Value $m 17 142 227 212 Economic Value $m 46 197 288 293 EBITDA $m 5.3 34.8 38.6 53.0 EV:EBITDA 8.6 5.6 7.5 5.5 ND:EBITDA 5.5 1.6 1.6 1.5 13 * Proforma = the expected result following a full year of the Tyco NZ acquisition 14 Get in touch 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 14