External broker reports(aggregated public sources), Moelis Australia Ltd

MA Moelis Australia

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External broker reports(aggregated public sources)

Moelis Australia Ltd

Equity Bottom-Up

RPMGlobal Holdings Limited / Equity Bottom-Up

<ul><li>1H EBITDA of $5.3m (Moelis est. $4.8m). FY23 EBITDA guidance for $14.2m re-affirmed, albeit with higher weighting towards subscription sales and lower contribution from consulting &amp; advisory (due to labour constraints).</li><li>Ending ARR of $36m (+37% pcp) with ~$25m TCV software sales made during 1H.</li><li>Advisory sales of $15m with backlog of $16m at Dec'22 (Jun'22: $16m).</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

1H EBITDA of $5.3m (Moelis est. $4.8m). FY23 EBITDA guidance for $14.2m re-affirmed, albeit with higher weighting towards subscription sales and lower contribution from consulting &amp; advisory (due to labour constraints).Ending ARR of $36m (+37% pcp) with ~$25m TCV software sales made during 1H.Advisory sales of $15m with backlog of $16m at Dec'22 (Jun'22: $16m).Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

RPMGlobal Holdings Ltd - Guidance Re-Affirmed, Though Strong 2H Sales Growth & Cost Control Required