Breville Group Limited · ASX:BRG
Breville — Investor Presentation (August 2025)
24 slides from Breville's investor presentation, Aug 20, 2025
Slide 1: Full Year Results – Year Ended 30 June 2025
Breville Group Limited 20 August 2025 ASX Market Announcements Office Australian Securities Exchange 20 Bridge Street Sydney NSW 2000 Full Year Results Investor Presentation – Year Ended 30 June 2025 Attached is a copy of the Breville Group Limited Full Year Results Investor Presentation for the yea
Slide 2: FY25 Investor Presentation
BRGGROUP (ASX : BRG) FULL YEAR RESULTS FY25 Investor Presentation 20th August 2025 Hi ChefSteps Breville
Slide 3: Forward-looking statements
To the extent this Presentation contains any forward-looking statements, such statements are not guarantees of future performance and involve known and unknown risks and uncertainties and other factors, many of which are beyond the control of BRG Group, its Directors and management, and involve elem
Slide 4: Acknowledgement of Country
Acknowledgement of Country We would like to acknowledge the traditional custodians on whose land we meet today. We would like to pay respect to their Elders: past and present; and further extend that respect to all Aboriginal and Torres Strait Islanders present here today. We celebrate the continuin
Slide 5: Commentary
AUDm FY25 FY24 % Growth Commentary • Double-digit growth across all Theatres, led Revenue 1,696.6 1,530.0 10.9% by strong performance in Coffee Gross Profit 620.5 556.9 11.4% • Gross Margin % held broadly steady Gross Margin (%) 36.6% 36.4% • EBIT growth of 10.2% at the top end of February guidance,
Slide 6: Global Product and Distribution Revenue
Revenue Gross Profit Gross Margin AUDm FY25 FY24 % Growth FY25 FY24 % Growth FY25 FY24 Global Product 1,500.6 1,336.0 12.3% 558.9 503.0 11.1% 37.2% 37.7% % Change CC1 11.4% Distribution 196.0 194.0 1.0% 61.6 53.9 14.4% 31.4% 27.8% *Cc: constant currency TOTAL 1,696.6 1,530.0 10.9% 620.5 556.9 11.4%
Slide 7: Global Product Segment Revenue
GLOBAL PRODUCT SEGMENT REVENUE AUDm % Growth FY25 FY24 % Growth CC1 Americas 822.2 735.5 11.8% 11.5% EMEA 374.4 325.2 15.1% 12.0% APAC 304.0 275.4 10.4% 10.7% TOTAL 1,500.6 1,336.0 12.3% 11.4% 1CC: constant currency Commentary Constant currency revenue growth of 11.4% in FY25 with all three Theatres
Slide 8: EBIT bridge FY24 to FY25
A$m -16.1 12.1% -7.5 63.5 -7.9 -13.1 204.6 185.7 EBIT Overall opex growth Gross Profit increased $44.6m +$18.9m increased $63.5m or or 12.0% or 11.4% +10.2% EBIT EBIT margin margin 12.1% 12.1% FY24 EBIT Gross Profit Employee Cost D&A Marketing Other FY25 EBIT Commentary • Return to normal growth and
Slide 9: Commentary
Commentary AUDm1 June 25 June 24 Inventory • Healthy underlying cash flow delivered a net cash position as of 426.3 332.8 June 30, notwithstanding tariff-related investments Receivables 302.3 282.0 • US inventory pull forward mitigated US tariff impact. Excluding Trade and other payables (309.9) (27
Slide 10: FY25 potential tariff impact on COGS largely contained
• FY25 potential tariff impact on COGS largely contained by inventory pull forward. Incremental storage, transportation, engineering and interest costs were managed within the FY25 result • Tariff turbulence (direct effects) is contained to one market, albeit our largest single country • 120-volt ma
Slide 11: Manufacturing Diversification Program
• Manufacturing Diversification Program • New Products & Solutions Expansion • Geographic Expansion 10
Slide 12: Manufacturing Diversification Program
120-volt Products 240-volt Products • Sold in North America • Sold in EMEA, APAC, and South America • Breville|Sage product manufacturing being • Breville|Sage products manufactured in diversified to Southeast Asia and Mexico China (no change) • As of today, approximately 65% of US Gross Profit Doll
Slide 13: New Products & Solutions Expansion
• Manufacturing Diversification Program • New Products & Solutions Expansion • Geographic Expansion 12
Slide 14: the Oracle: Dual Boiler
H ) for an authentic café experience. the Oracle: Dual Boiler tomation. rformance. Effortless touch screen automation with Dual Boiler architecture
Slide 15: Why Choose When you Can have Both
Why Choose When you Can have Both
Slide 16: the Luxe Brewer Thermal
the Luxe Brewer Thermal One Touch = Craft Coffee Automatic presets make precisely crafted coffee easy.
Slide 17: Adjustment design Workflow design
Adjustment design Workflow design 270° Stepless Precision Two workflow modes Adjustment Smart Auto-Stop Digital Position Indicator Technology Versatile Grind Range Internal refinement Insight-driven quality of life improvements Elevated Espresso with the Anti-Static Ion Generation Encore ESP Pro Tec
Slide 18: 17
17
Slide 19: Over 1,000 optimized recipes and Quick Guides added in FY25
• Over 1,000 optimized recipes and Quick Guides added in FY25 • Service now live in Canada Beanz platform extended to Germany Smart Oven® Pizzaiolo 18
Slide 20: Geographic Expansion
• Manufacturing Diversification Program • New Products & Solutions Expansion • Geographic Expansion 19
Slide 21: China Launch
China Launch K SSN Roe ee Ca CY aah LR peste r ys] Gee SAE Me a Fy . , REDnote M145 Tiktok 42 Ae eel Die es =. : : Pee Breville S| fea] srevitosnie: 205 FoevP atm SS Breville Breville ae ae BES Riel BEE Bia & ORES ER ATRIA DIMM MOK LES i] og y> HD BRGGROUP Breville Sage GLeELIT BARATZA beanz [§ChefS
Slide 22: Middle East Launch
Middle East Launch If you've not already become your own barista, what are you waiting for? It's time to take coffee culture into your own hands (and kitchen) By Sara-Aisha Kent Published: May 20, 2025 | + [><] z \ i > # ChefSteps ¢ ; / TA ‘ ae | BRGGROUP | Breville Soge vevit BaARATZA’ beanz ff
Slide 23: Continued Korea Expansion, Including Baratza
Continued Korea Expansion, Including Baratza i | 2025 Retail Asia Award Shinsegae, Gangnam Experiential Store of the Year BARATZA October 2025 ( Cita = y BRGGROUP | Breville Sage SLeELIT BARATZA beanz {i ChefSteps
Slide 24: Full Year Results FY25
BRGGROUP (ASX : BRG) FULL YEAR RESULTS FY25 Investor Presentation 20th August 2025 as ChefSteps Breville