#1000 A INFOMEDIA™ Global leaders in parts and service software BE www FY21 - FULL YEAR RESULTS INVESTOR PRESENTATION Jonathan Rubinsztein | CEO Richard Leon | CFO 24 August 2021#2Agenda D Empowering Automotive Aftersales 06 36 01. FY21 Highlights 02. 03. FY21 Financial overview Business overview - building momentum into FY22 2 INFOMEDIA™#3ΣΥ Jonathan Rubinsztein Managing Director & CEO#4Who we are Infomedia Ltd (ASX:IFM) Leading SaaS platform provider to global automotive aftersales market 888 Over 220,000 users 8 Global workforce of 420 in 186 countries (incl. 110 outsourced) INFOMEDIA TM GLOBAL OFFICES HQ IN SYDNEY, NSW Australia APAC* Melbourne, VIC (AU) AMERICAS Detroit, MI (USA) SimplePart Atlanta, GA (USA) EMEA* Cambridge, ENG (UK) Our SaaS platform Parts A powerful suite of EPC parts solutions focused on driving parts sales Service VIN-precise, data driven service quoting and inspection selling solutions Data & analytics Data, analytics and predictive marketing solutions for customer retention E-commerce Online B2C websites that grow sales of automaker parts and accessories Our competitive position Mission critical SaaS platform provider to global automakers and dealers Over 95% recurring revenue One of few global technology providers that covers automotive parts, service, data insights and e-commerce Data backed innovation that drives productivity, profits and customer retention for our customers Empowering Automotive Aftersales *APAC - Asia Pacific; EMEA - Europe, Middle East & Africa 4#5FY21 highlights Delivered to top end of guidance – strong return to growth in 2H Revenue Up 3% to $97.4m; Up 7% in constant currency Major achievements building momentum Global wins with Ford (EMEA), Mazda (EMEA), Audi (AU) & BMW (APAC), partner sales (Americas) resulting in $35m of new TCV1 Good sales traction with Infodrive (data, analytics & Nidasu) into FY22 50 50 49 49 AUD millions 48 47 Revenue INFOMEDIA™ 45 H1FY20 H2FY20 H1FY21 H2FY21 Transition from legacy software to Next Gen integrated platform Acquisition of e-commerce platform SimplePart; strategic extension to our integrated platform 46 46 1TCV = New multi-year (3-5yr) contracts closed in FY21; small portion of revenue recognised in FY21 Empowering Automotive Aftersales LO 5#6New contract wins underpin momentum • $35 million in new multi-year (3-5yr) TCV1 - TCV includes $13m from Infodrive - Provides future revenue growth visibility - TCV excludes SimplePart (announced 1 June 2021) Represents top 20 major contracts; smaller contracts also won in the period Installation of Infodrive not impacted by lockdowns or restrictions Empowering Automotive Aftersales 25 20 20 Total Contract Value Top 20 major contract wins MICROCAT. SUPERSERVICE™ AUD Millions 15 10 10 5 LO INFOMEDIA™ INFODRIVE™ Franchised Dealer OEM Business Intelligence Data 4 Collision 4 1 TCV = Total contract value; multi-year (3-5yr) TCV; small portion of revenue recognised in FY21 2 Infodrive includes data services, data insights and Nidasu 3 Refer slide 19 for further information 4 Infomedia provides data services & data insights in this market 60#7ΣΥ Richard Leon Chief Financial Officer#8Good finish to a challenging year INFOMEDIA™ Delivered to higher end of revenue and Cash EBITDA guidance despite revenue momentum lag and currency headwind (total revenue grew 7% on constant currency basis) Improved H2 subscription recurring revenue growth from delivery on contracts won and commenced Acquisition of SimplePart completed 31 May 2021 in the US Cash balance at 30 June 2021 $66.8m Full year dividend up 3% to 4.45 cents per share Revenue Key Metrics FY20 A$'000 FY21 Change A$'000 94,618 97,446 3% NPAT (reported) 18,556 15,969 (14%) NPAT before earnouts from acquisitions 18,556 20,035 8% EBITDA 46,049 47,641 3% Development costs capitalised 21,910 24,965 14% Cash EBITDA² 21,251 20,424 (4%) Earnings per share (cents)³ Dividend per share (cents) 5.69 4.26 (25%) 4.30 4.45 3% Empowering Automotive Aftersales 1 Reported Statutory NPAT includes amounts expensed in relation to earnouts from acquisitions as detailed in note 4 ($2.7million) and note 17(b) ($1.4 million) to the financial statements. NPAT before earnouts from acquisitions, net of tax, is $20.035 million. The company considers this measure to be useful to the users of the financial statements in understanding the core operating performance of the business without the impact of earnouts from acquisitions. 2 Reconciliation of EBITDA to Cash EBITDA per Appendix 4E/FY21 consolidated financial statements 3 EPS declined (25%) pcp to 4.26 cents due to the dilutive effect of the Capital Raise in FY20 8#9FY21 contract wins provide momentum INFOMEDIA™ FY20 Revenue Details '000 FY21 '000 Change BY PRODUCT (AUD) Parts 56,214 52,817 (6%) Service 35,634 40,843 15% eCommerce¹ 1,306 Other 2,770 2,480 (10%) 94,618 97,446 3% BY REGION (LCY) Asia Pacific (AUD) 29,029 32,740 13% EMEA (EUR) 22,071 23,231 5% 19,693 20,472 4% Worldwide revenue (AUD constant currency) 9% • Top 20 multi-year contracts closed represent TCV of $35 million across all regions and products. Initial contract period range between 3-5 years Parts revenue down pcp due to lower one-time revenue, and unfavourable impact of currency fluctuations. Parts MRR grew 1% in constant currency Nidasu delivered revenue growth of 57%. Combined with Superservice to win new franchise multi-year contract in EMEA yet to revenue EMEA shows encouraging H2 recovery; APAC continues to deliver strong growth; Americas flat (ex SimplePart) - poised for growth in FY22 Americas (USD) Empowering Automotive Aftersales 1 Completion of the acquisition of e-commerce platform SimplePart announced 1 June 2021 9#10Regional momentum Regional revenue by halves in LCY Thousands 18,000 16,000 14,000 12,000 10,000 8,000 6,000 H1FY19 H2FY19 H1FY20 H2FY20 H1FY21 H2FY21 Asia Pacific (AUD) EMEA (EUR) Americas (USD) All regions delivered stronger 2nd half FY21 revenue results INFOMEDIA™ . APAC: strong growth; current restrictions will have some impact; good opportunities in AUS & SE Asia • EMEA: impacted by pandemic & BREXIT but good growth with Ford and Mazda Americas: well positioned for growth in FY22 with acquisition of Simple Part and reorganisation of the sales structure Empowering Automotive Aftersales 10#11Regaining momentum A$'000 50,000 45,000 40,000 Subscription recurring revenue by halves. 35,000 H1FY19 H2FY19 H1FY20 H2FY20 H1FY21 H2FY21 · Emerging stronger in H2 post a short term slow down affected by global lockdowns . Contract wins during the year contributed to improved 2H revenue growth Empowering Automotive Aftersales INFOMEDIA™ 11#12Top line growth A$'000 50,000 Subscription recurring revenue (excluding SimplePart) up 3% to $93.9m when compared to previous corresponding year One-time revenue comprised of development and installations down 28% from previous year. Lockdowns continue to hamper installations globally On a constant currency basis, organic subscription recurring revenue grew 9%; total organic revenue grew 7% 47,500 45,000 Empowering Automotive Aftersales INFOMEDIA™ Group organic¹ revenue mix by halves 42,500 H1FY20 H2FY20 H1FY21 H2FY21 ■Subscription revenue One-time revenue 1Excluding SimplePart 12#13Development cost incurred • • Next Gen delivered successfully in Dec 20 From Jan 21 focused on delivering new contract wins Increased investment following new data contract wins and revenue generation Amortisation of Next Gen commenced from Jan 21 driving a 16% increase in amortisation expense Empowering Automotive Aftersales INFOMEDIA™ Product Development¹ FY20 A$'000 FY21 A$'000 Change Development cost incurred (28,353) (30,607) 8% Non-Cash items Capitalisation of Product Development 21,910 24,965 14% Amortisation of development cost (15,923) (18,475) 16% Research and development expenses (22,366)2 (24,117) 8% Cash EBITDA 21,251 20,424 1 Refer Note 4 of the FY21 consolidated financial statements - Research and development expenses (4%) 2 Reclassification of prior year expenses associated with hosting fees and at risk remuneration adjusted between R&D and G&A. Research and development expenses FY20 pre-reclassification was 20,057, now 22,366. No impact on Cash EBITDA 13#14Solid operating cashflow A$'000 160,000 140,000 120,000 103,919 100,000 80,000 60,000 40,000 20,000 37,348 (24,965) (16,118) (1,856) (1,453) INFOMEDIA™ 66,795 (30,080) Net Operating cash Dividends paid Other financing Closing Cash Opening Cash Capitalised Dev cost Property, plant & equip SimplePart acquisition • • • Cash balance at 30 June 2021 $66.8m post acquisition of SimplePart Development investments delivered global rollout of Next Gen and focus on delivering contracts won Improved collections reflecting stronger customer engagement and confidence across global user base Empowering Automotive Aftersales 14#15ΣΥ Jonathan Rubinsztein Managing Director & CEO#16Structural shifts in the automotive industry INFOMEDIA™ AUTOMATION & ELECTRIC VEHICLES Global automakers have accelerated plans to introduce EV models. Complex transition from ICE - Hybrid - EV likely over the next 5-15 years. Parts and service will become more complex CONNECTIVITY Consumers demand cars to be an extension of their digital lives; automakers demand solutions that capture, aggregate and connect disparate data sources to predict customer needs VALUE OF AFTERSALES & THE CAR PARC Existing car parc is more valuable with increased demand & premium pricing in 2nd hand car market. Demand for parts & service aftersales is on the rise with a rise in the number of older cars on the road. Increased demand for digital solutions to improve customer experience and brand loyalty Parts MICROCAT. Service SUPERSERVICE™ Data, analytics & Nidasu INFODRIVE™ E-commerce SimplePart▪▪▪ DIGITAL SOLUTIONS Automakers and dealers are actively pursuing digital solutions to replace manual processes, drive productivity and create consistent, satisfying brand experiences VEHICLE OWNERSHIP STRUCTURE Lesser area of focus in ongoing pandemic although planning alternate ownership structures is a key area of focus for automakers in the medium term Empowering Automotive Aftersales 8888 ด D DEALERSHIP EVOLUTION Ongoing lockdowns and restrictions have impacted dealers. Trend of smaller regional dealers consolidating into larger groups continues. Focus narrows on efficiency of the dealership. Dealerships will increasingly become brand experience hubs as more vehicles are purchased online 16#17Empowering automotive aftersales Data-driven, end to end integrated SaaS platform for global automotive aftersales 6 MICROCAT® SUPERSERVICE™ Volvo Cars Mark Mustermann Service Schedule Service = SimplePart■■■ INFOMEDIA™ 0-10 Year ACR (Retained And Conquest Vehicles) Service Pricing The number of active ones for the 0-10 S an Custo ActiveCon Service Dapat 12 4 6.7 YRS a v INFODRIVE™ Parts selling software (EPC) Service quoting & digital inspection E-commerce solutions Data, analytics & Nidasu SAM1 Franchised dealer Franchised dealer E-commerce OEM business intelligence Data³ Collision³ One of a few providers of end-to-end aftersales solutions Empowering Automotive Aftersales Infomedia is global In 186 countries & 40 languages Manufacture & leverage VIN specific data across all our solutions 1 SAM: Serviceable Addressable Market - refer slide 19 for more information 2 VIN: Vehicle identification number 3Infomedia provides data services & data insights in this market 17#18SimplePart capturing e-commerce aftersales 18 automaker e-commerce programs in North America ~1,900 e-commerce dealer customers, primarily across the US SimplePart Our Programs Select a catalog to get started: SUBARU Subaru PARTS ONLINE 9+ million US$100+ million of monthly unique visitors annual e-commerce transactions via the platform INFOMEDIA™ Support: 1-888-843-0425 Schedule a Demo TOYOTA Audi VW Online Store & Catalog Virtual Counter Volvo Parts, Accessories & Lifestyle Collection Toyota Parts Center Online LEXUS PARTS & ACCESSORIES BMW MOTORRAD ONLINE STORE OOTSOUN DOWN USA USA (CAN USA CAN USA -CAN USA USA USA (-) CAN NISSAN FCA ISUZU NISSAN PARTS & ACCESSORIES ONLINE INFINITI. INFINITI Parts & Accessories Online BMW Online Store MINI CANADA ONLINE STORE Genuine MOPAR Parts & Accessories ISUZU TRUCK PARTS ONLINE MAZDA ACCESSORIES CATALOG 00717 OOT0 OOD USA USA (-CAN (-) CAN USA USA USA Don't see your brand featured? SimplePart powers auto parts, accessories and service e-commerce programs for some of the world's most successful automakers and dealers www.simplepart.com Empowering Automotive Aftersales 18#19Strategy driving growth in new markets INFOMEDIA™ Auto & dealer customers demanding more integrated solutions to access wider aftersales technology ecosystem Addressable global auto dealer software market US$ bn 4.0 New multi-year (3-5yr) contracts wins demonstrate traction in new segments - TCV $35m Integrated products via the 3.5 3.0 2.5 2.0 platform enable IFM to access a 1.5 broader addressable market ✓ Infodrive (incl Nidasu) and SimplePart expected to be significant contributors to revenue in FY22 1.0 0.5 0.0 Franchised Dealer OEM Business (6) Intelligence Data (6) eCommerce Collision (6) Mechanical Other Total TAM 3.0 1.5 1.0 0.7 2.0 1.2 3.5 12.9 US$ bn New TCV 21.0 1.7 7.0 acquired 5.3 1 June 21 data provision data provision 35.0 AU$ mn Empowering Automotive Aftersales (3) 32270 (1) See slide 25 in FY21 Investor presentation Appendix for further reference (2) MVP Minimum viable product SAM (Current) Serviceable Available Market (4) Other DMS (Data Management Systems), Finance & Insurance, Fleet, and Logistics software (5) IFM estimates based on internal analysis, Orbis Research: Global Auto Dealer Software Market Size, Status and Forecast 2019-2025 and MarketsandMarkets: Automotive software market by application (infotainment, powertrain, ADAS & Safety) Vehicle type (passenger vehicle, commercial vehicle) EV type (BEV, HEV, PHEV) and region (APAC, EU, N America and RoW) - Global forecast to 2025 (6) Infomedia provides data services & data insights in this market 19#20FY21 Summary & Outlook III 78% 210.24 0.00 25,162.41 7,513.08 12.163.01 27130.58 172.29 4.49 1,023.88 13.73 0.00 +0.00 24,285.95 -178.74 6,952.86 -7.46 11,192.69 +54-20 25,927.68 91.73 Delivered steady results in a challenging environment with a return to revenue momentum in the 2H INFOMEDIA™ Revenue momentum is building in all regions and across all products Opportunities emerging in data services & data analytics and e-commerce Return to double digit revenue growth in FY22 underpinned by $35m in new multi-year (3-5yr) TCV & full year of SimplePart Anticipate revenue of $117m to $123m in FY22 Empowering Automotive Aftersales FY22 outlook assumes no adverse movement in FX and no further negative consequences from Covid-19 20#21THANK YOU Please visit us https://www.infomedia.com.au https://www.linkedin.com/company/infomedia-ltd/ https://www.youtube.com/infomedialtd https://twitter.com/infomedialtd Empowering Automotive Aftersales INFOMEDIA™ Global leaders in parts and service software 21#22APPENDIX Empowering Automotive Aftersales INFOMEDIA™ Global leaders in parts and service software 22 22#23Disclaimer INFOMEDIA™ This presentation has been prepared by Infomedia Ltd ("Infomedia"). and contains information in summary form current as at 24 August 2021; it is not a recommendation or advice in relation to Infomedia or any product or service offered by Infomedia or its subsidiaries. It is not intended that this presentation be relied upon as advice to investors or potential Investors and does not contain all information relevant or necessary for an investment decision or that would be required in a prospectus or product disclosure statement prepared in accordance with the requirements of the Corporations Act 2001 (Cth). These materials should be read in conjunction with Infomedia's other continuous and periodic disclosure announcements filed with the ASX Limited, including the financial statements and Half-Year and Annual Reports which are available at: https://www.infomedia.com.au/investors/annual-and-half-year-reports/. To the maximum extent permitted by law, Infomedia, its subsidiaries and associates and their respective directors, employees and agents disclaim all liability for any direct or indirect loss suffered by any recipient through use of or reliance on anything contained in or omitted from this presentation. No recommendation is made as to how investors should make an investment decision. Infomedia is under no obligation to notify or update any part of this presentation, whether as a result of new information, future events or otherwise, after the date of this presentation. To the extent that certain statements contained in this presentation may constitute “forward-looking statements" or statements about “future matters", the information reflects Infomedia's opinions, intent, belief, estimates or expectations at the date of this presentation, and are provided as a general guide only and should not be relied upon as an indication or guarantee of future performance. Forward-looking statements involve known and unknown risks, uncertainties and other factors that are outside Infomedia's control and may cause Infomedia's actual results, performance or achievements to differ materially from any future results, trends, performance or achievements expressed or implied by these forward-looking statements. Neither Infomedia, nor any other person, gives any representation, assurance or guarantee that the occurrence of the events expressed or implied in any forward-looking statements in this presentation will occur. Additionally, please note that past performance is no guarantee or indication of future performance. Possible factors that could cause results or performance to differ materially from those expressed in forward-looking statements include the "Risks" in Infomedia's 2021 Annual Report. Certain non-IFRS financial information has been included to assist in the making appropriate comparisons with prior periods to assess the operating performance of the business. Infomedia uses these measures to assess the performance of the business and believes that the information is useful to investors. Non-IRFS information has not been subject to auditor review. This presentation may not be reproduced or published, in whole or in part, for any purpose without the prior written permission of Infomedia. Local currencies have been used where possible. Prevailing current exchange rates have been used to convert local currency amounts into Australian dollars, where appropriate. All references starting with "FY" refer to the 12-month financial year ended 30 June. All references starting with "1H” refer to the six-month financial half year ended 31 December. "2H" refers to the six-month financial half year ended 30 June. Empowering Automotive Aftersales#24Investments support growth in new markets INFOMEDIA™ US$69.6m(1) IFM LTM revenue Addressable global auto dealer software market US$ bn 4.0 3.5 US$ 2-3bn 3.0 2.5 2.0 US$12.9bn 1.5 1.0 0.5 0.0 Franchised Dealer OEM Business Intelligence (6) (6) Data eCommerce Collision (6) Mechanical Other (4) US$ bn Total TAM 3.0 1.5 1.0 0.7 2.0 1.2 3.5 12.9 Customers wanting more integrated solutions Enhanced functionality and more MVPs (2) contribute to a broader and more comprehensive offering into further segments We estimate (5) TAM to be US$12.9 billion. We estimate our SAM (3) today (serviceable available market) across segments to be approximately US$2 billion Empowering Automotive Aftersales (1) See slide 25 in FY21 Investor presentation Appendix for further reference (2) MVP Minimum viable product (3) SAM = (Current) Serviceable Available Market (4) Other DMS (Data Management Systems), Finance & Insurance, Fleet, and Logistics software (5) IFM estimates based on internal analysis, Orbis Research: Global Auto Dealer Software Market Size, Status and Forecast 2019-2025 and MarketsandMarkets: Automotive software market by application (infotainment, powertrain, ADAS & Safety) Vehicle type (passenger vehicle, commercial vehicle) EV type (BEV, HEV, PHEV) and region (APAC, EU, N America and RoW) - Global forecast to 2025 (6) Infomedia provides data services & data insights in this market 24#25Digital disruption drives opportunity Investment underpins further penetration in a fragmented and growing market о US$69.6m (1) Infomedia LTM revenue US$2.0-3.0bn(2) 2018e global auto dealer aftersales parts & service software market US$12.9bn (3) 2018F global auto dealer software market US$60bn(4) 2025F global auto software market INFOMEDIA™ Extended addressable market includes OE Business Intelligence, Data, eCommerce, Collision, and Mechanical (1) Infomedia LTM Revenue ending 30 June 2021 converted at AUD/USD spot rate of 0.723 as of 20 August 2021. (2) Infomedia estimated size of global dealer aftersales parts & service software market. (3) Orbis Research: Global Auto Dealer Software Market Size, Status and Forecast 2019-2025. (4) MarketsandMarkets:Automotive software market by application (infotainment, powertrain, ADAS & Safety) Vehicle type (passenger vehicle, commercial vehicle) EV type (BEV, HEV, PHEV) and region (APAC, EU, N America and RoW) - Global forecast to 2025. Empowering Automotive Aftersales 25#26Parts selling platform A powerful suite of EPC powered solutions focused on driving parts sales, improved productivity and better-quality customer experience PARTS MICROCAT. OEM Dealer EPC VIN Precise Menus B2B Parts Ordering Wholesale Parts CRM MICROCAT. EPCopt MICROCAT. Service & Repairs. MICROCAT. Marketi MICROCAT. Mobile Chat App MICROCAT. CRM. Messenger PARTS & SERVICE ANALYTICS EPC: mission critical electronic parts catalogue Empowering Automotive Aftersales INFOMEDIA™ 26#27Service selling platform INFOMEDIA™ Powered by genuine automaker service menu data, Superservice strengthens customer relationships, reduces operating costs, increases sales and builds trust between dealerships and their customers. SUPERSERVICE™ SERVICE 845000 Service Menu Quoting Vehicle Health Check Online Service Booking Digital Service History Real-time Customer Survey SUPERSERVICE Menus SUPERSERVICE Triage SUPERSERVICE Connect SUPERSERVICE Register SUPERSERVICE™ Insight Empowering Automotive Aftersales 27 22#28Data services & data insights Data analytics and actionable insights to support automakers and dealers reduce operational costs, grow sales and retain customers from one purchase to the next. 100110 1.10 1 C 110 1 01010 INFODRIVE™ DEALER Data Management Analytics & BI Dealer Marketing Connected Car Workflow Portal INFODRIVE™ Data INFODRIVE™ Analytics INFODRIVE™ Marketing INFODRIVE™ Connected Car INFODRIVE Nidasu Empowering Automotive Aftersales INFOMEDIA™ 28#29III E-commerce INFOMEDIA™ SimplePart's B2B and B2C solutions give automakers and dealers a comprehensive, turn-key platform to reach vehicle owners searching for genuine parts and accessories online. SimplePart▪▪▪ & SEO Data & Catalogue Authoring e-Commerce Platform Digital Marketing Program Support Empowering Automotive Aftersales Fulfillment 29 29