The Pebble Group (PEBB) Half Year Results Presentation - September 2026

just as an introduction we're in both facilities brand edition we're in the promotion product space and um and so you know i've got a kind of water bottle here very proudly with the pebble group i use that every day because i'm proud to be part of this business and so promotional products are aimed at all stakeholders whether you're an employee a customer a supplier or general brand awareness wants to be created with a company in a world of digital really creates an emotional attachment and an impression on you that digital wouldn't and so That's why it's a great industry to be involved in and every company of every size, every sector buys promotional products.

In terms of the size of the industry, on a global basis, it's an estimation, our estimation, about $50 million gets spent on promotional products on an annual basis.

And we'd roughly split that 50-50 between North America and the rest of the world.

And say we're Pebble Group with Facilis and Brand Edition, and our lens into that $50 billion comes from those two businesses.

And we have, I think, a unique perspective and insight into the industry with $1.7 billion that we see.

And how does that get split between our organizations? Well, at the bottom there, Brand Edition is selling promotional products like these to some of the best companies in the world, the most well-known companies in the world who you'd know the names of.

And that's selling a product and how we're involved.

Facilities slightly differently.

We sell technology to businesses like Brand Edition all over North America.

And that technology helps their business become more efficient, hopefully more successful, and helps those businesses grow through the foundation of the technology it would provide.

So 1.7 billion is a unique insight and a large insight into what is a fun and interesting industry to be part of.

And so in terms of the, well, you'll kind of make your own sort of ideas of what the investment case is.

But to summarise what's on that table, we really are about creating long term relationships with our suppliers, with our customers and our team and investors to create value for all of them.

And so we're not just looking for, you know, what can we make tomorrow and move on? We're actually looking to build relationships across all our stakeholders that adds value.

And I think that's a theme that will come out throughout.

And by doing that in the right way, we do believe that we grow and we can create profits and cash that we can return to shareholders.

In terms of then the highlights of what we've done in the first half of 2026, every six months we do this.

And I think sometimes it's nice to look back and see actually what's the story that's building, not just look at a half year itself.

And that's really what's on here.

So if I start on the right-hand side, brand edition, that's again selling product to the really large organizations.

You can see there where we talk about long-term relationships.

What are those retention rates like? What is that NPS score like? And then we're growing and bringing new logos into what we do as well.

Claire and I joke about it, but I think because it's true, we've been part of Brand Edition for over 20 years and it's kind of so close to us.

But we always feel we don't do it justice in terms of the quality of the organization it is.

We've got some nice revenue growth in there in the first half of 4% on very consistent margins, both gross and net margins.