17 NOVEMBER 2017

2017 ANNUAL GENERAL MEETINGFor

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Greg RidderIndependent,

Non-Executive Chairman

Ruslan KoganFounder & CEO

David ShaferCFO & COO

Harry DebneyIndependent,

Non-Executive Director

YOUR BOARD

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CHAIRMAN’S ADDRESS

Greg Ridder, Chairman

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$289.5mrevenue

$7.2mPro Forma NPAT

$13.2mPro Forma EBITDA

7.7 cpsTotal Dividends

37.1% on FY16

800.0% on FY16

230.0% on FY16

FY17 RESULTSF

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CEO’S PRESENTATION

Ruslan Kogan, Founder & CEO

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STRATEGY DRIVEN RESULTS

FY16A

$211.2m15.5%

$4.0m

$6.9m

$13.2m

$241.2m

15.2%

$289.5m

17.9%

FY16A FY16AFY17F2 FY17F2 FY17F2FY17A FY17A FY17A

17.5%

18.0%

18.5%

13.5%150.0 0

14.0%170.0 2.0

14.5%

190.0 4.015.0%

210.0 6.0

8.0

10.0

12.0

14.0

15.5%

230.0

16.0%

250.0

16.5%

270.0

17.0%

290.0

REVENUE GROSS MARGIN

STRATEGY

PRO FORMA EBITDA1

Notes:1. The basis of the Pro Forma results is consistent with the Prospectus. 2. FY17F reflects the Prospectus Forecast.

1 2 3 4Build a data-driven cultureInvest in industry leading IT platforms

Take a consumer-centric approach to every decision

Deliver a compelling offering

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GROWTH DRIVERS

Release of Cash Constraints

Portfolio Strategy

Investment in Brand

Operating Leverage

Investment in Exclusive Brands inventory

Kogan Mobile total commissions $3.6 million (FY16 = $0.5 million)

1M+ Active Customers1, NPS2 of 60

EBITDA Margin ▲ 2.7pp to 4.6%

Notes:1. Active Customers: unique customers who have purchased in the last twelve months from 31 October 2017.2. NPS: Net Promoter Score (NPS) is calculated based on answers to the question, “How likely is it that you would recommend Kogan.com to a friend or colleague?” Kogan.com measures its NPS as the percentage of customers who are “promoters” rating its products and services 9 or 10 out of a possible 10, less the percentage of ”detractors”, rating its products and services 0 to 6 out of a possible 10. The maximum possible NPS is 100, and the minimum possible NPS is -100.

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PORTFOLIO STRATEGY

1 MILLION+Active Customers

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MARKET OPPORTUNITY

Notes:1. NAB Online Retail Sales Index (August 2017)

7.5%

Online Retail1

AUSTRALIAN RETAIL MARKET

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KOGAN KINETICS

CUSTOMER & BRAND GROWTH

MORE PARTNERS & PRODUCTS

ENHANCED CONSUMER OFFERING

• Scale efficiencies• Customer acquisition

& retention

• More brands• Additional verticals

• Top tier manufacturing partners

• Broader selection• Improved pricing

OUR VIRTUOUS CYCLE

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2018 FOCUS

0.8 2.1 4.1 6.4 7.6 0.2 0.5 0.9

2.1

4.4

8.1

10.2 10.9

-

2.0

4.0

6.0

8.0

10.0

12.0

2013 2014 2015 2016 2017 2018f 2019f 2020f

Fixed-line Activated Fixed-line RFS

NBN FIXED-LINE MARKET (PREMISES, MILLIONS)

PRODUCTS

Competitively priced offerings on Vodafone mobile and fixed-line NBN network.

• Fixed-line NBN plans from 2018

• Mobile broadband plans launched in June 2017

• Kogan Mobile plans launched in October 2015 and continually improve

4.8

2.0PRODUCTS

2016 GROSS WRITTEN PREMIUMS - AUSTRALIA1

Car Insurance

Contents Insurance

Landlords Insurance

Travel Insurance

Home & Contents Insurance

$30.8 billion

Notes:1. Source: KPMG ‘General Insurance Industry Review 20162. Source: NBN Corporate Plan 2017 and NBN Weekly Progress Report (8 June 2017)3. Fixed-line includes FTTP, FFTN/B, HFC4. RFS refers to homes and businesses passed by the active network and ready for service, including premises activated and those which can’t yet access a service5. 2017 data as at 8 June 2017. All other data to 30 June

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TRADING & OUTLOOK

FY18 Outlook

Following stronger than expected results in FY17 the Board will not be providing formal EBITDA guidance for FY18. However, the Board will provide updates on the trading performance of the business around the time of the quarterly cash flow releases (Appendix 4C).

Trading Update - Strong trading performance in FY18 has continued in October

Financial YTD (four months from July to October) unaudited management accounts reflect:

• Revenue growth 36.2% YoY

• Gross margin of 18.4% in YTD18 (YTD17: 17.6%)

• EBITDA growth (compared to Pro Forma EBITDA in YTD17) of 58.3% YoY

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HIGH-PERFORMANCE TEAM

“As a consumer brand, there is no better vote than the vote of our customers.”

- Ruslan Kogan

Kogan won the People’s Choice Award at the Startrack Online Retail Industry Awards (ORIAS) Kogan TVs won the Canstar Value for Money Award

Chief Technology Officer, Goran Stefkovski, won Consumer

CIO of the year2

Kogan Portable Air Conditioners won the Canstar

Value for Money Award

Ansible named Kogan Mobile#1 Most Mobile Ready

Australian Brand1

Kogan 5-in-1 Steam Mop won the Canstar Most Satisfied

Customers Award

Notes:1. Source: Ansible, 27 February 2017.2. Source: itnews, 21 February 2017.

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Resolutions14

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ORDINARY BUSINESS

FINANCIAL STATEMENTS & REPORTS

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ORDINARY BUSINESS

RESOLUTION 1 ADOPTION OF REMUNERATION REPORT

To consider, and if thought fit, to pass the following resolution as an ordinary resolution:

“That the Company adopt the remuneration report for the year ended 30 June 2017 in accordance with Section 250R(2) of the Corporations Act.”

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RESOLUTION 1 ADOPTION OF REMUNERATION REPORT

PROXY VOTING RESULTS

Number %2

For

Open - Nominated Chair1

Against

- Other nomination

Abstain

Notes:1. To be voted in favour of the resolution2. Of proxies cast

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15,071,633

52,593

98.6%

Less than 1%

118,165

48,489

18,458

Less than 1%

Less than 1%

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ORDINARY BUSINESS

RESOLUTION 2 RE-ELECTION OF MR HARRY DEBNEY AS DIRECTOR

To consider, and if thought fit, to pass the following resolution as an ordinary resolution:

“That Harry Debney, who retires in accordance with the Company’s Constitution and, being eligible, be re-elected as a Director of the Company.”

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RESOLUTION 2 RE-ELECTION OF MR HARRY DEBNEY AS DIRECTOR

PROXY VOTING RESULTS

Number %2

For

Open - Nominated Chair1

Against

- Other nomination

Abstain

Notes:1. To be voted in favour of the resolution2. Of proxies cast

19

28,115,124

53,093

99.5%

Less than 1%

49,042

48,489

13,353

Less than 1%

Less than 1%

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