Autosports Group Ltd · ASX:ASG
Autosports — FY2026 Earnings Presentation
36 slides from Autosports's earnings presentation, Aug 20, 2026
Slide 1: Autosports Group Limited FY26 Investor Presentation
AUTOSPORTS GROUP LIMITED F Y26 INVESTOR PRESENTATION 20 August 2026 Cover Image: Autosports Group's Ben tley Sydn ey laun ches the Ben tley Continental GTC Azure o n board superyacht Mischief, Sydney Harbour, November 20 25.
Slide 2: Agenda
AGENDA HIGHLIGHT S M ARKE T CONDIT IONS UPDAT E F Y26 F INANC IAL RE SULTS F INANCIAL M ET RICS ST RAT E GY E XEC UTION F Y27 OUT LOOK APP EN DIX
Slide 3: Autosports Group delivers a strong FY26 result
ASG FY26 INVESTOR PRESENTATION AUGUST 2026 3 Autosports Group delivers a strong FY26 result Luxury brand, prime location strategy continues to deliver above market growth S T AT U T O R Y R E S U LT S 3 REVENUE NPAT 18% DIVIDEND (Fully Franked) 8cps $3,186 million 12% $27.6 million 8c per share full
Slide 4: Autosports Group Enhanced Platform
ASG FY26 INVESTOR PRESENTATION AUGUST 2026 4 AUTOSPORTS GROUP ENHANCED PLATFORM Luxury brands deliver Prime locations higher gross margin secure ASG access to potential with fewer growth corridors and competitors resilient cost base ASG’S ENHANCED PLATFORM IS UNIQUELY POSITIONED TO DELIVER: ✓ High g
Slide 5: Positioned for Growth
ASG FY26 INVESTOR PRESENTATION AUGUST 2026 5 POSITIONED FOR GROWTH 93 37% 148,000 21% 17 New vehicle and Vehicle customer leads grew Dealer of the Year motorcycle outlets up 21% to ~148,000 in FY26 vs awards 37% on FY25 FY25 9% 20% 290% FY26 new vehicle FY26 new vehicle order FY26 new vehicle revenu
Slide 6: FY27 Outlook
ASG FY26 INVESTOR PRESENTATION AUGUST 2026 6 FY27 OUTLOOK Enhanced growth platform drives positive outlook ACCELERATING ADOPTION OF LUXURY BEV PRODUCTS AUTOSPORTS GROUP’S RECORD OF EXCELLENCE post the onset of the war in Iran continues to provide a growth catalyst in winning 17 Dealer of the Year aw
Slide 7: Agenda
AGENDA HIGHLIGHT S M ARKE T CONDIT IONS UPDAT E F Y26 F INANC IAL RE SULTS F INANCIAL M ET RICS ST RAT E GY E XEC UTION F Y27 OUT LOOK APP EN DIX
Slide 8: FY26 Market Update: More Brands More Choice
ASG FY26 INVESTOR PRESENTATION AUGUST 2026 8 FY26 MARKET UPDATE: MORE BRANDS MORE CHOICE What’s going on VFACTS FINANCIAL YEAR UNITS ▪ Stable market 1,400,000 ▪ Traditional drivers 1,200,000 – Population growth 1,000,000 – Interest rates 800,000 – Property cycle 600,000 400,000 NEW VARIABLES 200,000
Slide 9: H2 FY26: Electric Vehicle Wave Has Arrived
ASG FY26 INVESTOR PRESENTATION AUGUST 2026 9 H2 FY26: ELECTRIC VEHICLE WAVE HAS ARRIVED The war in Iran has provided the catalyst for accelerated adoption of BEV product EV AS % TOTAL 45% ACCELERATED ADOPTION OF EV 40% 35% ▪ Since March 2026, EV demand has tripled 30% 25% ▪ Consumers are now looking
Slide 10: Agenda
AGENDA HIGHLIGHT S M ARKE T CONDIT IONS UPDAT E F Y26 F INANC IAL RE SULTS F INANCIAL M ET RICS ST RAT E GY E XEC UTION F Y27 OUT LOOK APP EN DIX
Slide 11: FY26 Financial Result
ASG FY26 INVESTOR PRESENTATION AUGUST 2026 11 FY26 FINANCIAL RESULT $m FY26 FY25 Growth on PCP REVENUES SOLID Total Revenue 3,186.4 2,848.6 11.9% ▪ Growth of 11.9% was driven primarily by acquisitions in a flat Gross Profit 589.7 510.9 15.4% car market Operating Expenses (403..7) (343.7) 17.5% ‾ Pri
Slide 12: FY26 Growth Initiatives on Track
ASG FY26 INVESTOR PRESENTATION AUGUST 2026 12 FY26 GROWTH INITIATIVES ON TRACK FY26 FY25 Movement Revenue % $’ millions $’ millions $’ millions SALES MOMENTUM ON TRACK New Vehicles 1,819 1,668 151 9% ▪ Order write was up 20% in H2 FY26 vs PCP Used Vehicles 771 680 91 13% ▪ New vehicle order bank is
Slide 13: Agenda
AGENDA HIGHLIGHT S M ARKE T CONDIT IONS UPDAT E F Y26 F INANC IAL RE SULTS F INANCIAL M ET RICS ST RAT E GY E XEC UTION F Y27 OUT LOOK APP EN DIX
Slide 14: Historical Revenue and Gross Profit Growth
ASG FY26 INVESTOR PRESENTATION AUGUST 2026 14 HISTORICAL REVENUE AND GROSS PROFIT GROWTH ASG’s growth continues to be driven by acquisitions, greenfield and organic growth REVENUE GROWTH 3,500 HISTORICAL TRACK RECORD OF GROSS PROFIT GROWTH 3,000 CAGR 10% ▪ Right brand profile and right location 2,50
Slide 15: Margin Performance & Cost Discipline
ASG FY26 INVESTOR PRESENTATION AUGUST 2026 15 MARGIN PERFORMANCE & COST DISCIPLINE Luxury platform drives sustainable high gross margins MARGIN IMPACTS ▪ FY24 to FY26 gross margin has averaged 22% higher than benchmark2 25.0% ▪ Vehicle margins improved 0.5% on FY25, driven by 19.9% 20.1% 19.5% – Str
Slide 16: Net Margin Analysis
ASG FY26 INVESTOR PRESENTATION AUGUST 2026 16 NET MARGIN ANALYSIS NORMALISED MARGINS 7.0% 6.3% 6.0% 6.0% ▪ Normalised EBITDA1 margins maintained at 4.2%, 6.0% running just below historical averages of 4.5% 4.7% 4.9% 4.7% 5.0% 4.2% 4.2% ▪ Normalised PBT2 margins maintained at 1.7% despite 3.8% 3.6% 4
Slide 17: Strong Balance Sheet
ASG FY26 INVESTOR PRESENTATION AUGUST 2026 17 STRONG BALANCE SHEET FY26 FY25 $’000s $’000s ▪ Corporate debt of $321 million supported by owned property portfolio valued at $263.8 million3 Cash 31,133 43,770 ▪ Additional property equity of $33.6 million not recognised on balance sheet Net debt1 290,1
Slide 18: FY26 Cash Flow
ASG FY26 INVESTOR PRESENTATION AUGUST 2026 18 FY26 CASH FLOW ASG’s strong cash flow positions the Group well to unlock future growth potential 200,000 STRONG OPERATING CASH 80,768 180,000 ▪ ASG achieved strong cashflows from operations 160,000 of $59.2 million with cash conversion of 82% 140,000 -42
Slide 19: Agenda
AGENDA HIGHLIGHT S M ARKE T CONDIT IONS UPDAT E F Y26 F INANC IAL RE SULTS F INANCIAL M ET RICS ST RAT E GY E XEC UTION F Y27 OUT LOOK APP EN DIX
Slide 20: Autosports Group Strategy
ASG FY26 INVESTOR PRESENTATION AUGUST 2026 20 AUTOSPORTS GROUP STRATEGY We represent the world’s great prestige and luxury brands, from the best locations BRAND PORTFOLIO EXCELLENCE PRIME LOCATION STRATEGY Secure and maintain flagship locations The prestige and luxury OEM partner of choice in key me
Slide 21: Track Record of Revenue Growth
ASG FY26 INVESTOR PRESENTATION AUGUST 2026 21 TRACK RECORD OF REVENUE GROWTH Since 2017, Autosports Group has grown its revenue by 120% at a CAGR of 9.2% per annum ASG REVENUE AND TOTAL MARKET VFACTS LEAD WITH QUALITY M&A UNITS GROWTH SINCE 2017FY 135% 115% 95% 75% 1 2 3 16 Acquisitions Identified P
Slide 22: Extended Platform with Expansion Brands
ASG FY26 INVESTOR PRESENTATION AUGUST 2026 22 EXTENDED PLATFORM WITH EXPANSION BRANDS • ASG now operates in Sydney, Melbourne, Brisbane, Gold Coast, Canberra, Adelaide and Auckland. • This footprint allows ASG to be a strong growth partner for emerging NEV OEMs. • ASG remains well positioned to grow
Slide 23: FY26 Key Acquisition Led Growth
ASG FY26 INVESTOR PRESENTATION AUGUST 2026 23 FY26 KEY ACQUISITION LED GROWTH Solitaire Automotive Group and Barry Bourke Motors MEANINGFUL AND STRATEGICALLY ALIGNED GROWTH ▪ ~$500 million in combined annual revenue ▪ Funded with a combination of debt and scrip ▪ Key OEM relationships of Audi, Land
Slide 24: Partnerships with New Growth OEMs
ASG FY26 INVESTOR PRESENTATION AUGUST 2026 24 PARTNERSHIPS WITH NEW GROWTH OEMs On strategy growth partnering with luxury and premium tech OEMs 5 X POLESTAR 3 X ZEEKR SITES 3 X GEELY SITES 2 X OMODA JAECOO 2 X XPENG SITES ▪ South Yarra in ▪ Leichhardt in Sydney SITES 3 SITES 3 ▪ Artarmon in Sydney M
Slide 25: European Luxury Product Offensive
ASG FY26 INVESTOR PRESENTATION AUGUST 2026 25 EUROPEAN LUXURY PRODUCT OFFENSIVE Technology leading luxury brands respond to BEV demand BMW ▪ Launch 9 Neue Klasse designed models over the next 24 months ▪ Including world EV car of the year iX3 ▪ New 3 series and X5 in H1 27FY MERCEDES-BENZ ▪ Launchin
Slide 26: Focussed Property Strategy
ASG FY26 INVESTOR PRESENTATION AUGUST 2026 26 FOCUSSED PROPERTY STRATEGY Delivers strength and flexibility E T VA E VS ATE E T TARGET ACQUISITION CRITERIA 300,000 300,000 ▪ To control critically important retail sites attractive to OEM partners 250,000 250,000 ▪ Flagship location in key metropolitan
Slide 27: Strategy in Action
ASG FY26 INVESTOR PRESENTATION AUGUST 2026 27 STRATEGY IN ACTION 1 2 3 4 5 BROADEN REVENUE ADD INCREMENTAL PROTECT EXPENSE CAPITAL OPPORTUNITY REVENUE GROSS MARGIN MANAGEMENT ALLOCATION ▪ FY26 acquisitions in ▪ Greenfields ▪ Active portfolio ▪ Tighten ICE inventory ▪ Consistent priorities additions
Slide 28: Agenda
AGENDA HIGHLIGHT S M ARKE T CONDIT IONS UPDAT E F Y26F INAN CIAL RESU LTS F INANCIAL M ET RICS ST RAT E GY E XEC UTION F Y27 OUT LOOK APP EN DIX
Slide 29: FY27 Outlook
ASG FY26 INVESTOR PRESENTATION AUGUST 2026 29 FY27 OUTLOOK Enhanced growth platform drives positive outlook ACCELERATING ADOPTION OF LUXURY BEV PRODUCTS AUTOSPORTS GROUP’S RECORD OF EXCELLENCE post the onset of the war in Iran continues to provide a growth catalyst in winning 17 Dealer of the Year a
Slide 30: Agenda
AGENDA HIGHLIGHT S M ARKE T CONDIT IONS UPDAT E F Y26 F INANC IAL RE SULTS F INANCIAL M ET RICS ST RAT E GY E XEC UTION F Y27 OUT LOOK APP EN DIX
Slide 31: AASB16 Leases Impact
ASG FY26 INVESTOR PRESENTATION AUGUST 2026 31 AASB16 LEASES IMPACT 2025FY Statutory 2025FY Statutory A$m Pre AASB16 AASB16 After AASB16 A$m Pre AASB16 AASB16 After AASB16 Total Revenue 3,186.4 3,186.4 Total Revenue 2,848.6 2,848.6 Gross Profit 589.7 589.7 Gross Profit 510.9 510.9 Opex (460.6) 56.9 (
Slide 32: Celebrating 17 Dealer of the Year Awards
ASG FY26 INVESTOR PRESENTATION AUGUST 2026 32 CELEBRATING 17 DEALER OF THE YEAR AWARDS Audi Five Dock Mercedes Benz Toowong, Macgregor & Hornsby Melbourne BMW Ducati Sydney 1st Place Major Metropolitan Dealer of the Year Circle of Excellence Major Metro Dealer of the Year Asia Pacific Dealer of the
Slide 33: Focussed Property Strategy
ASG FY26 INVESTOR PRESENTATION AUGUST 2026 33 FOCUSSED PROPERTY STRATEGY Delivers strength and flexibility TARGET ACQUISITION CRITERIA ▪ To control critically important retail sites attractive PROPERTY VALUE VS CORPORATE DEBT to OEM partners 300,000 300,000 ▪ Flagship location in key metropolitan ma
Slide 34: Questions
QUESTIONS aulosports @ group
Slide 35: Important Notice and Disclaimer
ASG FY26 INVESTOR PRESENTATION AUGUST 2025 35 IMPORTANT NOTICE AND DISCLAIMER This presentation contains summary information about Autosports Group Limited (ACN 614 505 261) (ASG) and its activities current as at the date of this presentation. The information in this presentation is of general backg
Slide 36: Autosports Group - Drive Endless Possibilities
autosports group- DRIVE ENDLESS POSSIBILITIES