HPG Investor Day 2026
Released
Released
Announcement PDF
hipages Group Holdings Ltd
Level 10, 255 Pitt Street,
Sydney NSW 2000
ABN: 67 644 430 839
hipagesgroup.com.au
ASX Release 30 April 2026
Investor Day 2026
hipages Group Holdings Ltd (ASX:HPG) ) (“the Group” or “the Company”) is hosting its first
Investor Day today, 30 April 2026. A copy of the presentations being made are attached.
Recordings of the presentations will be available here within a few days of the event.
-- Ends --
Authorised for release to the ASX by the Company Secretary of hipages Group Holdings
Limited.
Join hipages’ Investor Hub to receive the latest updates. Register and create an
account at https://investors.hipagesgroup.com.au/auth/signup
Further information:
Ryan Thompson Christopher Kightley
+61 423 151 378 +61 413 009 992
ryan.thompson@sodali.com christopher.kightley@sodali.com
About hipages Group (ASX:HPG)
hipages Group is an online tradie marketplace and Software-as-a-Service (SaaS) platform connecting
trade businesses with residential and commercial consumers through its platforms hipages Australia and
hipages New Zealand (Builderscrack). To date, nearly 5 million Australians and New Zealanders have
used hipages Group to change the way they find, hire, and manage trusted trade businesses, providing
more work to over 35,000 subscribed customers. hipages Group’s proprietary all-in-one platform for
tradespeople, ‘hipages for business’, is key to the Company’s strategic evolution from marketplace to
platform. The platform helps tradespeople build better businesses by managing their whole workflow
from lead generation through to payment and completion.
Find out more at www.hipages.com.au
Investor Day
30th APRIL2026
HPG Investor Day 2026 - Agenda
• Welcome & Introduction – Inese Kingsmill, hipages Group Chair
• Founder Story & Growth Journey — RobySharon-Zipser, Co-Founder & CEO
• Market Position & Adapting Our Marketing Approach — Jeff Lim, Chief Marketing Officer
• Product Innovation — Sriya Vipin, Head of Product
• Ecosystem Expansion — Rob Tolliday, Chief Revenue Officer
• Financial Update — Jaco Jonker, Chief Financial and Operations Officer
• Fireside Chat: Growth, Strategy & the Road Ahead —
Inese Kingsmill, Roby Sharon-Zipser, Jaco Jonker, and Nicholas Gray in conversation with
Brett Clegg
hipages Group | 3
I N E SE K I N GS M I L L
hipages Group Chair chair-and-ceos-agm-2025-addresses
Welcome &
Introduction
hipages Group | 4
We would like to acknowledge the Traditional Custodians of the land
on which we meet today, the Gadigal People of the Eora Nation, and
pay our respects to their Elders past, present and emerging.
hipages Group | 6
Founder story
& growth journey
R O B Y S H A R O N - Z I P S ER
CEO & Co-Founder
https://investors.hipagesgroup.com.au/webinars/MP72Jr-
chair-and-ceos-agm-2025-addresses
Why now?
AI moving faster
Technology that we predicted
would take 3-5 years is
arriving now - accelerating our
entire product roadmap.
Product evolution
Our platform is transforming
from a marketplace
into a fully-integrated home
improvement ecosystem.
Market timing
Trades are professionalising
rapidly. Rising costs and
competition are creating
urgent demand for
our solutions.
The home improvement experience is broken
and we are fixing it
10
In 2008 an awesome directory was enough - Today it isn’t
Our vision & mission
Vision
Mission
Where home improvement is seamless for everyone involved
We power the brands that enable the home improvement industry to operate effortlessly
Our moats
Services
Distribution
Home Improvement Services are insulated
22 Years creating a network of trades across ANZ
Data
We know who is available in your area for your required
services at that moment
The ANZ home improvement market is enormous
$170bn
Per year spent on
service providers
$1.5bn
Per year spent on
marketing
85M
Jobs per year in the home
improvement industry
370K
Businesses in the home
improvement industry
Source: Pub licis Sap ient (2024), Manag ement Estimate
Our growth relays and expanding our TAM
AUS tradie directory
AUS marketplace
NZ marketplace
Job management flow
Payments
Review Management
Finance
Procurement
Insurance
Household Solutions
Till 2021 2022-2024 Present Future
hipages core
business
Geographic expansion:
#1 across ANZ
Evolution from
Marketplace to Platform
Expansion services &
householder monetisation
Illustrative selection
only.
Longer list of
expansion services
actively considered.
TAM1: $1.2B
(AUS Tradies spend on advertising
services)
TAM1: $1.8B
(ANZ Tradies spend on advertising
services and job management
software)
TAM1: $1.6B
(ANZ Tradie spend on advertising
services)
1
Publicis Sapient, 2024
The road ahead
Market position &
how we’re adapting
our marketing
approach in
relation to AI
J E F F L I M
CMO
https://investors.hipagesgroup.com.au/webinars/MP72Jr-
chair-and-ceos-agm-2025-addresses
hipages Group | 17
1 Thrive Insights Research Dec 25 Brand Tracker (homeowners and renters 30—65yo metro and regional)
2 Publicis Sapient competitive landscape analysis May 25
3 Households Total Awareness at 66% based on Thrive Insights Research Dec 25 Brand Tracker (homeowners and renters 30—65yo metro and regional)
Doubling down on our market leadership position
Tradie
Households
#1 Top of Mind Awareness 1,3
For websites/apps that connect you with tradies
#1 Preferred 1
Way to connect with tradies
#1 for Trusted Tradies 1
Perception of trustworthy tradies on the platform
#1
#1
#1
Top of Mind Awareness 1
Way to grow your business 2
Return On Investment 2
For tradies
For digital lead generation platforms
For website/apps that help you find clients/more work
hipages Group | 18
hipages is the #1 place for tradies to grow their businesses
delivers the
Return
On
Investment
#1
for digital lead generation
1st
Job completion rate
46%
ofleads turn
into
completed
jobs
1st
Job size
$2.5k
average job
size
1st
takes the smallest % of job $
$32
$26
$19
$9 $9
$4
hipages Group | 19
AI: Adapting our Marketing Approach
LLM
Discoverability
& Optimisation
Customer
Acquisition,
Conversion &
Engagement
Marketing
Productivity &
Efficiencies
1 2 3
hipages Group | 20
1. LLM Discoverability & Optimisation
1 Peec.ai – ChatGPT, Perplexity, Gemini & AI Mode
hipages
Other Australian online
marketplaces and directories
in the category
LLM visibility – Percentage of chats mentioning each brand
hipages is leading AI/LLM visibility vs. competitors
hipages Group | 21
1. LLM Discoverability & Optimisation
ChatGPT integration brings households and businesses even closer together
hipages Group | 22
2. Customer Acquisition, Conversion & Engagement
AI-Assistant delivers a seamless end-to-end experience
hipages Group | 23
2. Customer Acquisition & Engagement
Coming soon: AI-enabled video job posting
Provide tips for making a great video
Upload or record a video and tell us what you
want done
Identify the category and write the job
description for you
Review, edit and submit
hipages Group | 24
3. Marketing Productivity & Efficiencies
LLMs, martech platform extensions and specialist tools
hipages Group | 25
Product
Innovation
S R I Y A V I P I N
Head of Product, Business Platform
https://investors.hipagesgroup.com.au/webinars/MP72Jr-
chair-and-ceos-agm-2025-addresses
hipages Group | 26
Our evolution from Marketplace to Platform
Expands the TAM
Helping tradies and home
improvement experts
manage and grow their
business
Improves retention Builds data moat
Significant retention benefit
For tradies with 4+ Job
Management actions per
month
Proprietary data layer
Job history, pricing,
scheduling, business
information, etc.
hipages Group | 27
Growth in Monthly Active Accounts (MAA)
Number of Monthly Active Accounts1 (000's) of job management features
1.2
1.6
2.5
3.3
3.8
4.5
3.8
4.6
5.5
6.8
4%
5%
8%
10%
11%
13%
12%
14%
17%
21%
Jun-24 Sep-24 Dec-24 Mar-25 Jun-25 Sep-25 Dec-25 Jan-26 Feb-26 Mar-26
Explorers
(1 action p.m.)
Adopters
(2-3 actions p.m.)
Power Users
(4+ actions p.m.)
% of total tradie
base
hipages Group | 28
Growth in power users
4+ actions
The engagement threshold
that defines a power user
30% → 40% 4% → 41%
New Power Users have
massively increased
Existing Power Users have grown
strongly throughout the year
hipages Group | 29
Tradies feel like they’re in “admin hell”
1in 4
Tradies claim to have been
forced to turn down work
due to the burden of admin
68%
Believe there are
efficiencies to be gained
though technology use
hipages Group | 30
How we’re helping solve ”admin hell”
How a tradie sees and accepts a job lead
How they send estimates and set up times for a quote inspection
How they can send an AI smart quote
How they can convert a quote into an invoice and collect payment
How they close out a job and solicit a customer review
ScreenRecording_04-14-2026 13-51-27_1.MP4
Live product demo
Future Capabilities
Insights, Reporting & Recommendations
⦁ Tradies have no way of tracking their business growth
and revenue across their entire pipeline
⦁ Always-on visibility about how their business is
tracking beyond just at tax time
Future Capabilities
Virtual Assistant
Ubiquitous agent, always available
Like having an experienced team
member permanently on standby
Will be able to help tradies at multiple
points in day-to-day life
Ecosystem
Expansion
R O B TO L L I D A Y
Chief Revenue Officer
https://investors.hipagesgroup.com.au/webinars/MP72Jr-
chair-and-ceos-agm-2025-addresses
Unlocking a significantly larger addressable market with
new services
AUS tradie directory
AUS marketplace
NZ marketplace
Job management flow
Payments
Till 2021 2022-2024 Present Future
hipages core
business
Geographic expansion:
#1 across ANZ
Evolution from
Marketplace to Platform
Expansion services &
householder monetisation
Illustrative selection
only.
Longer list of
expansion services
actively considered.
TAM1: $1.2B
(AUS Tradies spend on advertising
services)
TAM1: $1.8B
(ANZ Tradies spend on advertising
services and job management
software)
TAM1: $1.6B
(ANZ Tradie spend on advertising
services)
1
Publicis Sapient, 2024
Review Management
Finance
Procurement
Insurance
Household Solutions
36
hipages Business Perks
37
hipages Group | 38
Acquisition of VIZ Insurance
Digital-first insurance platform
purpose-built for Australian tradies
Perfect fit with hipages, and another
step forward in our strategy
Entry into high value adjacency
Non-discretionary high-repeat product and
revenue stream in our ecosystem
Retention driver, embedded into our
customers’ day-to-day operations
39
hipages Household Perks
hipages Group | 40
Leveraging our assets to promote hipages Perks
App Web Social Email Voice SMS
41
Deeply embedded experience
hipages Group | 42
Financial
update
JACO JONKER
CFO & COO
hipages Group | 43
We are an established business with strong economics
1 before significant items (applies to FY22-24 only)
Total Revenue EBITDA margin1 Free Cash Flow
>$32m cash
and no debt
Scaled
market leader
Operating
leverage
Strong cash
generation
-$3.8m
-$2.8m
$2.1m
$5.6m
$8-10m
FY22 FY23 FY24 FY25 FY26f
Step changeinFCF
17.3%
18.3%
21.6%
23.6%
24-26%
FY22 FY23 FY24 FY25 FY26f
$61.9m
$67.0m
$75.8m
$83.1m
$90-91m
FY22 FY23 FY24 FY25 FY26f
hipages Group | 44
…generating ~45¢ FCF from every incremental dollar of revenue
1 Operating cash flow less lease repayment, less payments for intangible assets and PPE. Cash flows related to M&A and bank guarantee release are not considered part of free cash flow calculation.
75.8
83.1
90-91
2.1
5.6
8-10
FY24 FY25 FY26F
Revenue FCF
Revenue and Free Cash Flow1 ($m)
+~$3.4m
vs. Pcp
(Midpoint)
+~$7.4m
vs. Pcp
(Midpoint)
~45%
Cash flow
through
rate
Illustrative
hipages Group | 45
Long-term potential profitability at scale
HPG’s fixed cost profile amplifies operating leverage and unlocks significant profitability as the business scales
77% 73%
50%
20%
20%
20%
3% 7%
30%
100% 100% 100%
FY24 FY25 Long-term
(illustrative)
Revenue
Fixed Costs
Variable Costs
Management Cash EBIT1
Targeting
40-50%
cash conversion2 on
incremental Revenue
Margin accretion
over time
(New Business
acquisition, and other
variable sales costs)
(R&D, Capex, lease,
other overheads )
Mgmt Cash EBIT1
long-term target
1 Includes capitalised and non-capitalised technology spend, and leases
2 47% in FY25.
hipages Group | 46
Capital allocation priorities
Drive growth with disciplined investment in core
platform functionality, brand and marketing
Accelerate growth with bolt-on acquisitions to
provide new platform capability or distribution
Return surplus capital to shareholders
via buy-backs or dividends
Inorganic
growth
Organic
growth
Capital
management
1
2
3
hipages Group | 47
On-market share buy-back
Note: hipages Group reserves the right to vary, suspend, or terminate the buyback at any time.
10%
From 14th May
2026
Funded from
existing cash
facilities
Exact cost and timing
dependent on market
conditions
Conducted opportunistically
over a period of up to
12 months
of group issued
share capital
Fireside chat
Host:
Brett Clegg
APAC Chair of Sodali & Co
hipages Group | 49
HPG 2026 Investor Day - Fireside Chat
Roby Sharon-Zipser
CEO & Co-founder
Jaco Jonker
CFOO
Inese Kingsmill
Chair
Nicholas Gray
Non-Executive
Director
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