Announcement PDF www.felix.net Level 13, 239 George St, Brisbane QLD 4005 Felix Group Holdings Ltd (ACN: 159 858 509) ASX Announcement 15 June 2026 Investor Roadshow Presentation BRISBANE Australia, 15 June 2026: Felix Group Holdings Ltd (ASX:FLX) (“Felix” or the “Company”) advises that Non-Executive Chairman Dominic O'Hanlon and Chief Executive Officer Chris Atkin will be presenting the attached investor presentation to existing and prospective institutional and sophisticated investors as part of a two-day non-deal roadshow commencing today. The presentation provides an overview of the Company's strategy, operations and growth initiatives and contains no new material information beyond that already disclosed to the market. This announcement has been authorised for release by the Board of Directors of Felix. For further information please contact: Company James Frayne Interim CEO and CFO Mobile: +61 401 663 177 Email: investors@felix.net About Felix – see more at felix.net Felix operates a cloud-based enterprise Software as a Service (SaaS) procurement management platform and vendor marketplace. Felix connects contractors and third-party vendors by digitising, automating, and streamlining a range of critical procurement-related business processes – reducing supply chain risk and improving transparency and governance. JOIN FELIX’S INTERACTIVE INVESTOR HUB Visit https://investorhub.felix.net for Felix’s Investor Hub FELIX GROUP · INVESTOR BRIEFING · JUNE 2026 AI-driven network activation On the intelligent, trusted Felix procurement platform Massive opportunity. Fulfilled. Introduction Chris Atkin Chief Executive Officer Joined April ‘26 Dominic O'Hanlon Chairman Joined February ‘26 “Software’s next chapter - winners will combine context, trust & scale” - Vista Equity Partners We agree with the view of the leading enterprise software investors (over US$100b under management) Context Felix has deep operational understanding Procurement workflows, governance & vendor participation across asset-intensive industries Trust It’s already the trusted governance layer between enterprises & vendors For top tier contractors & increasingly asset owners across multiple industries Scale The network contains significant procurement activity today Accelerating enterprise & vendor participation is within reach FELIX MOAT AI allows Felix’s procurement platform to scale in ways previously not possible & unlock a flywheel of network value growth that is both substantial & sustainable INTRODUCTION Felix Enterprise 4 modules covering all manual procurement processes Vendor Marketplace Enabling searchers to find suppliers for services & equipment Nexvia End-to-end operations for fit-out & project-based construction businesses Operational understanding - across the ecosystem INTRODUCTION Trusted by many leading organisations INTRODUCTION OUR PLAN, IN THREE PARTS Creating the Intelligent Procurement Platform Felix - Best-Placed to Win Activate, Expand then Accelerate Our existing network is the core foundation — connecting enterprises, vendors, contractors & subcontractors across asset-intensive industries. It’s ready to activate Expansion & acceleration will come as we harness our products, AI impact & connectivity to increase the value of the platform to its users It is not another generic procurement solution or a construction industry ERP THE THESIS “AI enables Felix to become an intelligent, trusted procurement platform — maximising value for those involved in owning, building, managing or maintaining assets ” The Felix Platform — Future State A single governed platform sitting between both sides of the network — every layer connecting & supporting enterprises & vendors, on a foundation of network intelligence Construction · Infrastructure · Mining & Resources · Utilities · Facilities management · Government Enterprise governance portal Includes vendor management & compliance, contract lifecycle management - & access to the complete platform Further workflow tools Enabling all participants to individually prepare & work together efficiently, eg Source to Contract Marketplace Discovery, matching & seamless transacting - initially for fragmented sourcing categories, ultimately strategic procurement Connectivity Agentic-first partner integrations - procurement systems, ERP & key 3rd party data sources (incl Nexvia) Vendor identity Single, enduring, verifiable profile providing access to the complete platform Platform Intelligence Valuable analysis & insight to enable each side of the network to maximise value from using the platform INTELLIGENT PROCUREMENT PLATFORM INTELLIGENT PROCUREMENT PLATFORM A compelling offering — for the full network FELIX PLATFORM Unlocking smarter working, reduced friction & greater participation across a growing network of enterprises & vendors FOR ENTERPRISES FOR VENDORS Single governance portal into vendor network addressing fragmented supplier ecosystem Universal vendor identity across the network removes repeated actions & lost information AI-driven review & verification alleviating ever-growing compliance obligations AI-assisted bidding & management cutting down tendering & administration time Open universe of specialised workflow tools no system-switching for each sourcing approach An open-market - bringing more lead sources not restricted to existing enterprise partners Reputation visible across the network not starting from zero with a new enterprise Platform intelligence layer reducing risk & poor or sub-optimal decisions The platform cornerstones Enterprise Governance PURPOSE Governs an enterprise’s procurement & allows their desired network participation BENEFITS Vendor management, planning, procurement, contract compilation & lifecycle management & connectivity STRATEGIC ROLE Compelling offering to an expanded enterprise universe - key to network scaling Vendor Identity PURPOSE Giving each vendor a consistent network identity — driving efficiency & building trust BENEFITS Increased visibility -incl reputation scoring to enterprises Greater efficiency - dynamic bid completion, account history STRATEGIC ROLE Tangible efficiency & new business value to vendor network - unlocking monetisation Marketplace PURPOSE Delivers smart, reduced-friction procurement - expanding beyond tactical sourcing needs BENEFITS Easy to use discovery, matching, lightweight tendering, subcontractor sourcing & transaction tools STRATEGIC ROLE Driving increasing transaction throughput & efficiency - key driver of network expansion Network Intelligence PURPOSE Provides insights that raise procurement effectiveness across the whole network BENEFITS Recommendations, orchestration, benchmarking, verification & risk intelligence STRATEGIC ROLE Expanded value creation to the network - supporting retention & driving monetisation INTELLIGENT PROCUREMENT PLATFORM Significant ARR TAM for ANZ - which we’ve barely begun to exploit $375m Split evenly across both sides of the network Enterprise TAM - $192m 3.5% share · $7.1m ARR Vendor TAM - $185m 1% share · $1.8m ARR Achieving 13% market share delivers $50m ARR INTELLIGENT PROCUREMENT PLATFORM THE REALITY Felix is not creating this from scratch - it's activating & monetising latent opportunity THE PLAN, IN THREE PARTS Creating the Intelligent Procurement Platform Felix - Best-Placed to Win Activate, Expand then Accelerate FELIX — BEST-PLACED TO WIN An existing credible network - ready to be activated What a competitor would have to build, Felix already has many strong pieces ENTERPRISE SCALE Estimated >$50b of contracts under management within existing customers VENDOR SCALE >87k live & unique vendors within the network (across marketplace & enterprise tools) EMBEDDED WORKFLOWS >75% of enterprise customers use at least one of our workflow tools GOVERNANCE CREDIBILITY >7k enterprise users of our vendor management tooling - as a market leader ACTIVE MARKETPLACE >$250m estimated total contract value from LTM participation MONETISED PARTICIPATION $7.1m from enterprise for governance, workflow tooling & $1.8m from marketplace THE TASK Activating the network to deliver greater value FELIX — BEST-PLACED TO WIN AI - strategically more impactful for Felix Felix can leverage a trusted position, many years of experience & data from > $100b of contract activity WHY IT MATTERS Felix has the context, trust & latent scale Vista Equity Partners look for - enabling us to develop an agentic platform solution for procurement COMPLIANCE & VERIFICATION Auto-verify credentials either in-network or using 3rd parties, flagging gaps & issues in real-time Considerably reducing manual checking Benefitting from 12+ yrs of prequalification data MATCHING & RECOMMENDATIONS Find relevant partners to open up greater opportunity for both sides across the full Felix Network Maximising opportunities Curated from network + marketplace data RISK ASSESSMENT & BENCHMARKING Dynamic reputational & performance scores; pricing, risk compliance & other valuable benchmarking Unlocking better outcomes Benchmarked on thousands of contracts MONITORING & REPORTING Analyse contract requirements, track obligations & surface ESG/audit reporting needs automatically Faster contract review Learning from real contract outcomes PROCUREMENT EFFICIENCY Smarter workflows & increasingly automated procurement - across formal & tactical sourcing Drastically reducing manual effort Spans the full procurement lifecycle CONNECTIVITY Seamlessly accessing data & intelligence throughout the network from relevant 3rd party partners No platform switching Felix is the central intelligence layer THE PLAN, IN THREE PARTS Creating the Intelligent Procurement Platform Felix - Best-Placed to Win Activate, Expand then Accelerate The network expands organically Each activated phase pulls more participation onto the network — which deepens the data, trust & liquidity that enables success in the next TODAY A network of scale — 76 enterprises, >82k vendors. Needing to unlock the value more effectively to monetise it ACTIVATE Deliver more to existing network users - vendors take up single IDs & enterprises route fragmented sourcing through marketplace EXPAND Greater network participation through increased value, clearer entry points, added verticals & broader enterprise/vendor types ACCELERATE The network becomes the default — new participants join because everyone is there & our value proposition is tiered to suit all needs THE CHANGE Growth stops being what Felix has to sell - instead it becomes something the platform offers to any member of the network ACTIVATE : EXPAND : ACCELERATE ACTIVATE : EXPAND : ACCELERATE Four strategic pillars 1 Evolve the existing products Enterprise products remain foundational but their role changes — to increasing trusted transactions & unifying vendors into a single, powerful network 2 Enhance marketplace infrastructure A self-serve, governed transaction solution — establishing as the clearing layer for long-tail sourcing, becoming an increasingly viable solution for much more 3 Build the network intelligence AI leveraging network-wide procurement activity to deliver insights & enables good decision-making for all in the network 4 Unlock the customer tiers GTM shifts from selling workflows to activating network participation — tiered value for both enterprises & vendors fit for an expanded sector & business type OUR FOCUS Doubling down to activate the existing ANZ network - allowing product development to fuel network expansion