Motus Holdings Limited · JSE:MTH
Motus — FY2025 Earnings Presentation
10 slides from Motus's earnings presentation, Jun 25, 2025
Slide 1: Pre-close call
Pre-close call 25 June 2025
Slide 2: Environment
Environment South Africa United Kingdom Australia − Positive consumer sentiment ensues − Constrained economic environment − Challenging economic environment despite a challenging environment − Interest rates reduced by 100bps in the − Interest rates reduced by 50bps in the − Interest rates reduced b
Slide 3: Consumer trends
Consumer trends - More options available (both at entry-level & premium brands/models). - New automotive entrants in the market, primarily Asian brands with more affordable models. - Buying-down trend is continuing, albeit to a lesser extent: - Changing to less premium brands (vehicles & parts). - D
Slide 4: Our primary focus areas for FY2025 HY2
Our primary focus areas for FY2025 HY2 Deliberate shift Improve Grow Improve Reduce to increase Importer SA pre-owned Aftermarket Parts net debt Chinese brands margins vehicle volumes margins levels representation Targeting SA: 18% representation Reformulated strategy to SA: margins increasing An ac
Slide 5: Strategy update | Portfolio optimisation
Strategy update I Portfolio optimisation - Launch of TATA passenger vehicles as an exclusive distributor in SA - Plug & play into our existing network & infrastructure, with an anticipated launch date of September 2025. - Completed homologation process successfully. - The vehicle line-up is well-pos
Slide 6: Strategy update | Portfolio optimisation (cont.)
Strategy update I Portfolio optimisation (cont.) - Aftermarket Parts: FAI PRO (Private label) - FAI PRO continues to receive strong acceptance in both the UK & SA, already exceeding sales expectations. - Offers exclusivity & quality. - We have started to supply a large retail group in Scotland, targ
Slide 7: Strategy update | Portfolio optimisation (cont.)
Strategy update I Portfolio optimisation (cont.) - Disposal of Merc Commercials business in the UK - The Group has disposed of the loss-making Mercedes Commercial: Truck & Van business (MTV) in the UK. - Rationale: Reduce portfolio complexity & provide strategic clarity to focus on growing the DAF b
Slide 8: Prospects for the year ending 30 June 2025
Prospects for the year ending 30 June 2025 HY2 of FY2025 demonstrates a marked improvement from a challenging HY1. Comparing the year ending 30 June 2025 to the year ended 30 June 2024, we expect: − Operating profit to reduce between 2% to 4%. − Net finance costs to reduce by low double-digits %. −
Slide 9: Thank you!
Motus — Thank you!
Slide 10: Disclaimer
Disclaimer This presentation is confidential and is being provided for information purposes only to existing and prospective investors in Motus Holdings Limited (“Motus”). No representation or warranty, expressed or implied, is made as to the accuracy or completeness of the information contained her