Slides
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Changing the way the world experiences property 8 October 2026 9.00am (AEDT) Annual General Meeting
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Introduction Hamish McLennan Chairman
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3 How to vote online Click on Get a Voting Card on the top or bottom of your screen. Enter your Shareholder Number and Post Code or Proxy Number and click Submit Details And Vote. Fill out your voting card for each item of business by clicking Partial Vote or Full Vote, then Submit Vote If you experience any technical difficulties, please call the help line on +61 1800 990 363 1 2 3 ?
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4 1 2 How to ask a question Click on Ask a Question on the top or bottom of your screen. Written questions: Select the relevant topic from the drop-down menu and type your question in the space provided. When ready, click on Submit. If you experience any technical difficulties, please call the help line on +61 1800 990 363 ? Audio questions: Click on Go to Web Phone, type in your name and hit the green call button. Select Start Call. Press *1 on your keypad to ask a question.
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5 REA Group Board of Directors Hamish McLennan Chairman Non-executive Director Cameron McIntyre Chief Executive Officer Executive Director Nick Dowling Independent Non-executive Director Tracey Fellows Non-executive Director Richard Freudenstein Non-executive Director Jennifer Lambert Independent Non-executive Director Michael Miller Non-executive Director Kelly Bayer Rosmarin Independent Non-executive Director
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6 Chairman’s Address CEO’s Address Items of business Q&A 01 02 03 04 Agenda
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7 Chairman’s Address Hamish McLennan Chairman
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8 (1) Results are from core operations, include discontinued operations and presentation has been adjusted in earlier years for consistency. (2) Share price at 30 September 2026. 11% Revenue 12% EBITDA 10-year CAGR (FY16-26) Revenue1 and EBITDA1 ($m) vs Share Price Consistent growth delivering strong shareholder returns 1,793 1,673 1,453 1,1831,170 928 820875 808 696 630 1,088 969 825 651671 556 492515471 382347 Jul-15 Aug-15 Sep-15 O ct-1 5 No v-15 Dec -1 5 Jan-16 Feb-16 Mar-16 Apr-16 May-1 6 Jun-16 Jul-16 Aug-16 Sep-16 O ct-1 6 No v-16 Dec -1 6 Jan-17 Feb-17 Mar-17 Apr-17 May-1 7 Jun-17 Jul-17 Aug-17 Sep-17 O ct-1 7 No v-17 Dec -1 7 Jan-18 Feb-18 Mar-18 Apr-18 May-1 8 Jun-18 Jul-18 Aug-18 Sep-18 O ct-1 8 No v-18 Dec -1 8 Jan-19 Feb-19 Mar-19 Apr-19 May-1 9 Jun-19 Jul-19 Aug-19 Sep-19 O ct-1 9 No v-19 Dec -1 9 Jan-20 Feb-20 Mar-20 Apr-20 May-2 0 Jun-20 Jul-20 Aug-20 Sep-20 O ct-2 0 No v-20 Dec -2 0 Jan-21 Feb-21 Mar-21 Apr-21 May-2 1 Jun-21 Jul-21 Aug-21 Sep-21 O ct-2 1 No v-21 Dec -2 1 Jan-22 Feb-22 Mar-22 Apr-22 May-2 2 Jun-22 Jul-22 Aug-22 Sep-22 O ct-2 2 No v-22 Dec -2 2 Jan-23 Feb-23 Mar-23 Apr-23 May-2 3 Jun-23 Jul-23 Aug-23 Sep-23 O ct-2 3 No v-23 Dec -2 3 Jan-24 Feb-24 Mar-24 Apr-24 May-2 4 Jun-24 Jul-24 Aug-24 Sep-24 O ct-2 4 No v-24 Dec -2 4 Jan-25 Feb-25 Mar-25 Apr-25 May-2 5 Jun-25 Jul-25 Aug-25 Sep-25 O ct-2 5 No v-25 Dec -2 5 Jan-26 Feb-26 Mar-26 Apr-26 May-2 6 Jun-26 Jul-26 Aug-26 Sep-26 O ct-2 6 No v-26 Dec -2 6 Jan-27 Feb-27 Mar-27 Apr-27 May-2 7 Jun-27 85 185 285 385 485 585 685 (0) 0 0 1 1 1 1 1 2 2 FY27FY26FY25FY24FY23FY22FY21FY20FY19FY18FY17FY16 Revenue EBITDA REA Relative Average Monthly Share Price Relative Average Monthly ASX 200 Index $1582
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9 Ongoing investment in future growth and value delivery FY26 new investments
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10 CEO’s Address Cameron McIntyre Chief Executive Officer
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11 We have evolved our focus to three shared enterprise missions Strategy
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12 REA Group delivered an excellent FY26 financial performance Operating EBITDA1, 2, 3 margin 61% $1,793m $1,088m $650m $552m $4.93 Earnings per share1, 2 $2.97 Dividend per share, FY26 full year +20% $200m On-market share buy- back concluded, over 1.25m shares purchased +7% +12% +15% -19% $1,730m (+12%) excl. India $1,121m (+12%) excl. India $682m (+14%) excl. India $673m (-5%) excl. India Net profit after tax1, 2Revenue1, 2 EBITDA1, 2, 3 Reported net profit after tax1, 4 $5.17 (+14%) excl. India +15%+3% (1) Revenue, EBITDA, Net profit after tax, Free Cash Flow, Earnings per share - refer to glossary for definitions. (2) Financial results from core operations: reported results adjusted for significant non-recurring items. Refer to glossary for definition. Includes India, which is presented as a discontinued operation in the statutory (reported 4E) results unless otherwise stated. (3) EBITDA is excluding contributions from associates. (4) Statutory (reported 4E) results.
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13 Audience leadership highlights Record realestate.com.au audience1(A) and high-quality engagement (1) Refer to page 30 for audience metric sources. (2) REA internal data, monthly logged-in members, realestate.com.au, Jul 2025 - Jun 2026 (average) vs. Jul 2024 - Jun 2025 (average). (3) REA internal data, Jun 2026 vs. Jun 2025. (4) Adobe Analytics, internal data, Jul 2025 - Jun 2026 (average) and vs. Jul 2024 - Jun 2025 (average). (5) REA internal data, Jul 2025 -Jun 2026 vs. Jul 2024 - Jun 2025. Australia’s #1 address in property 5.2m 146.4m 9 out of 10 Average monthly time spent realestate.com.au1(E), 22.7 mins more than nearest competitor1(F) Total average monthly visits to realestate.com.au on all platforms1(D) Unique audience lead over nearest competitor 1(C) Australians who visited any residential property site visited realestate.com.au 1(G) 36.4 mins Unique monthly audience1(B) FY24 FY25 FY26 10.8m 12.1m 12.7m RECORD Active realestate.com.au members2 +14% YoY Properties tracked by their owner, +15% YoY3 5.2m Average monthly buyer enquiries, +8% YoY4 2.5m Seller leads delivered to customers5 +22% YoY
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14 What everyone else sees Rich property record Listing & transaction outcomes • Deepest on-market coverage • Live campaign performance • Auction, sale & rental outcomes • Buyer & seller attribution Agent workflow & performance • Daily agent workflows (Ignite) • Agency product usage & spend • On-platform ratings & reviews • Prospecting signals Consumer intent & behaviour • Search, save & inspect activity • On-platform enquiries & actions • Lifelong member signals • Largest view of demand Finance & affordability • Home loan enquiries & leads • Consumer affordability signals • Mortgage Choice loans • Owner loan tracking • 30+ years campaign history • Owner-contributed updates • PropTrack AVM & estimates • Insights from immersive media What everyone else sees What REA sees Our rich proprietary datasets fuel our AI experiences Proprietary datasets
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15 AI Assistant and immersive experiences deeply engaging consumers throughout the property journey A property companion powered by REA’s deep, rich data: • Answer questions • Explore and compare options • Guidance towards useful next steps • Accelerate buyer progress AI Assistant Immersive experiences 21% of AI Assistant sessions convert to a high-value action1 1 in 3 buyers say video and 3D tours make them more likely to inspect a property2 Visualisation strategy underpinned by immersive experiences: • iGUIDE rollout accelerating with rapid adoption • Personalised social media-style video hub delivering the right content at the right time (1) REA internal data, 11 Jun 2026 – 30 Jul 2026. (2) realestate.com.au Residential Audience Pulse survey, April 2025. Consumer experience
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16 Campaign Assist Launch +17% YoY increase in average monthly active users6 New AI-led tool trained by proprietary campaign and market data • Record Premiere+ penetration • Premiere+ and Luxe listing videos on app home screen • Additional Luxe value underpinning penetration Luxe Audience Maximiser • Record penetration with new features and pricing options Premium advertising products, and innovative tools and services driving customer value 2.9m video hub views since launch1 105% more views on average2 48% more high intent actions3 Premiere+ Strength in customer partnerships Customers with Pro more than doubled YoY4 Pro Superior brand exposure supporting seller leads Agents with Pro received 88% more seller leads than agents without it5 Pro (1) REA internal data, Nov 2025 - Jun 2026. (2) REA internal data, Premiere+ with Audience Maximiser listings compared to Premiere+ listings alone. Jul 2025 – Jun 2026. (3) REA internal data, compared to Premiere+ listings without Luxe. Jul 2025 – Jun 2026. (4) REA Internal data Jun 2026 vs. Jun 2025. (5) REA Internal data Jan 2025 – Dec 2025. (6) REA internal data, Jul 2025 - Jun 2026 (average) vs. Jul 2024 - Jun 2025 (average).
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17 Australia’s #1 commercial property website1(H) Strong results delivered in commercial and financial services FY25 FY26 1.9m 2.9m (1) Refer to page 30 for audience metric sources. (2) REA internal data, Jun 2026 vs. Jun 2025. (3) REA Internal data, Jul 20 25 – Jun 2026 vs Jul 2024 – Jun 2025. (4) REA Internal data, Jun 2026. Enhanced consumer experiences supporting record audiences • New points of interest on listings on maps • New demographic data on listings • More immersive experiences driving engagement including iGUIDE integration Record Elite Plus penetration Revenue growth, productivity and value delivery supported by product innovation and brand investment • Submission volumes increased 15% YoY and settlements up 13% • High-quality leads from realestate.com.au with settlements from REA leads up 30% YoY3 • More than 50% of brokers are utilising AI agents powered by REA’s proprietary data to support productivity4 • Brokers saving up to 4 hours per complex policy query with new AI agentic-led policy search feature4 Strong uptake of Elite Plus unlimited +109% YoY monthly active Ignite users 2 Customer highlights Unique monthly audience1(I)
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• REA Group named the country’s third best workplace by Great Place to Work Australia • 85% employee engagement score • 49.8% female representation in the workforce • Female representation in leadership roles increased YoY to 46.5% • REA-backed and property industry-led, A Home for All Foundation, raised more than $1 million to help combat homelessness • The Group’s total emissions across Scope 1, 2 & 3 decreased by 21% YoY • A consistent MSCI ESG AAA rating • S&P Corporate Sustainability Assessment, with ESG Score well above the peer group average. 18 Committed to sustainable business practices Sustainability ratings and recognitions received Progress towards sustainability goals
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Market update 19
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20 National listings volumes resilient despite challenging market conditions (1) PropTrack national new Buy listings. (3%) 1% 11% (2%) 5% 6% 8% (16%) (14%) (6%) 17% 17% Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Quarterly new Buy listings vs prior year1 National Mel/Syd Bri/Per/Ade National new Buy listings are in line with expectations, down 2% in Q1 on pcp. Brisbane, Perth and Adelaide are outperforming and offsetting the quieter conditions in Melbourne and Sydney.
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21 REA Group Executive Leadership Team Cameron McIntyre Chief Executive Officer Andrew Cramer Chief Financial Officer Jonathan Swift Chief Product and Audience Officer Anthony Waldron Chief Executive Officer Financial Services Tamara Kayser Chief Legal Officer and Company Secretary Katrina Konstas Chief Commercial and Marketing Officer Steve Maidment Chief Technology Officer Elisa Nerone Chief People and Sustainability Officer Jane Cohen Chief Strategy Officer
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22 Glossary Cash Cash includes cash and cash equivalents. EBITDA Earnings before Interest, Tax, Depreciation and Amortisation excluding contribution from associates. Earnings per share Basic earnings per share attributable to the ordinary equity holders of the company. Financial results from core operations Financial results/highlights from core operations exclude significant non-recurring items such as M&A related activity (including gains/(losses), transaction and integration costs), impairment reversal/(expense), revaluation of financial assets, restructuring costs, retrospective adjustment to provisions reflecting recent changes to India’s employee entitlement laws, and share of associate non- core costs. Prior year also includes release of historic tax provisions. Revenue Revenue is defined as revenue and other income from property and online advertising and revenue from Financial Services less expenses from franchisee commissions. Net profit after tax Net profit attributable to owners of parent.
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23 A Ipsos iris Online Audience Measurement Service, Jul 2025 - Jun 2026 (average), P14+, PC/laptop/smartphone/tablets, text only, Homes and Property Category, Brand Group, Realestate.com.au, Audience (000’s). B Ipsos iris Online Audience Measurement Service, Jul 2025 - Jun 2026 (average), Jul 2024 - Jun 2025 (average), Jul 2023 -Jun 2024 (average) P14+, PC/laptop/smartphone/tablets, text only, Homes and Property Category, Brand Group, Realestate.com.au, Audience (000’s). C Ipsos iris Online Audience Measurement Service, Jul 2025 - Jun 2026 (average), P14+, PC/laptop/smartphone/tablets, text only, Homes and Property Category, Brand Group, Realestate.com.au vs. Domain, Audience (000’s). D Ipsos iris Online Audience Measurement Service, Jul 2025 - Jun 2026 (average), P14+, PC/laptop/smartphone/tablets, text only, Homes and Property Category, Brand Group, Realestate.com.au, Monthly Visits (000’s). E Ipsos iris Online Audience Measurement Service, Jul 2025 - Jun 2026 (average), P14+, PC/laptop/smartphone/tablets, text only, Homes and Property Category, Brand Group, Realestate.com.au, Avg. Mins PP. F Ipsos iris Online Audience Measurement Service, Jul 2025 - Jun 2026 (average), P14+, PC/laptop/smartphone/tablets, text only, Homes and Property Category, Brand Group, Realestate.com.au vs. Domain, Avg. Mins PP. G Ipsos iris Online Audience Measurement Service, Jul 2025 - Jun 2026 (average), P14+, PC/laptop/smartphone/tablets, text only, Residential Property Search Category, Brand Group, Realestate.com.au, Audience (000’s). H Ipsos iris Online Audience Measurement Service, Jul 2025 - Jun 2026, P14+, PC/laptop/smartphone/tablets, text only, Commercial Property Search Category, Brand Group, Audience (000’s). I Ipsos iris Online Audience Measurement Service, Jul 2025 - Jun 2026 (average) vs. Jul 2024 - Jun 2025 (average), P14+, PC/laptop/smartphone/tablets, text only, Homes and Property Category, Brand Group, realcommercial.com.au Audience (000s). Audience metric sources
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24 Disclaimer The information in this presentation is in summary form only and does not purport to be comprehensive or complete. It contains information that has been derived from publicly available sources that has not been independently verified. This presentation should be read in conjunction with the other periodic corporate and financial reports and continuous disclosure announcements filed by REA Group Ltd ABN 54 068 349 066 (“REA”) with the Australian Securities Exchange (ASX), available at www.asx.com.au . No representation, warranty or other assurance is made as to the accuracy, completeness or reliability of the information. To the maximum extent permitted by law, none of REA, its related bodies corporate, directors, officers, employees, agents, contractors, consultants or advisers accepts liability for any loss or damage arising from the use of this presentation or its contents or otherwise arising in connection with it including, without limitation, any liability from fault or negligence on the part of REA or its directors, employees, contractors or agents. Nothing in this presentation should be construed as either an offer or a solicitation of an offer to purchase or sell REA securities or be treated or relied on as advice or a recommendation to investors or potential investors in relation to holding, purchasing or selling REA securities, and it is not intended to be used as the basis for making an investment decision. Past performance is no guarantee of future performance. Forward looking statements This presentation contains forward-looking statements in relation to REA and its subsidiaries (“REA Group”), including statements regarding REA Group’s intent, belief, goals, objectives, initiatives, commitments or current expectations with respect to REA Group’s businesses and operations, market conditions, results of operations and financial condition, funding requirements and risk management practices. Forward-looking statements can generally be identified by the use of words such as "forecast", "estimate", "plan", "will", "anticipate", "may", "believe", "should", "expect", “project,” "intend", "outlook", "target", "assume" and "guidance" and other similar expressions. Forward-looking statements are not guarantees of future performance and involve known and unknown risks, uncertainties, assumptions and other important factors, many of which are beyond the control of REA Group. Actual results or performance may vary from those expressed in, or implied by, any forward -looking statements. Accordingly, no representation, warranty or other assurance is given as to the fairness, accuracy, completeness, likelihood of achievement or reasonableness of forward-looking statements or related assumptions contained in this presentation. Readers are cautioned not to place undue reliance on forward-looking statements, which speak only as at the date of the presentation. Except as required by applicable laws or regulations, REA does not undertake any obligation to publicly update or revise any of the forward-looking statements or to advise of any change in assumptions on which any such statement is based. Investors: Alice Bennett Executive Manager Investor Relations M: +61 409 037 726 E: ir@rea-group.com Media: Angus Urquhart General Manager Corporate Affairs M: +61 437 518 713 E: angus.urquhart@rea-group.com Visit our investor site at rea-group.com