Mcmillan Shakespeare Limited · ASX:MMS
Mcmillan Shakespeare — Macquarie Australia Conference 2026
11 slides from Mcmillan Shakespeare's conference presentation, May 6, 2026
Slide 1: Macquarie Australia Conference Presentation
6 May 2026 Macquarie Australia Conference Presentation McMillan Shakespeare Limited (ASX: MMS) provides the attached presentation to be delivered by Rob De Luca, CEO and Managing Director, at the 2026 Macquarie Australia Conference today. This announcement was authorised for release by the MMS Board
Slide 2: Macquarie Australia Conference 2026
Macquarie Australia Conference 2026 Rob De Luca, CEO and Managing Director Wednesday 6th May 2026
Slide 3: Disclaimer and important information
Disclaimer and important information Disclaimer and important notice This presentation has been prepared by McMillan Shakespeare Limited ABN 74 107 233 983 (“MMS”). It contains summary information about MMS and its subsidiaries and their activities current as at the date of this presentation. The pr
Slide 4: Acknowledgement of Traditional Owners
We acknowledge the Traditional Owners of the lands on which we meet today and pay our respects to Elders past and present. Artwork ‘The Next Chapter’ created by LaToya Kennedy 3
Slide 5: Key messages
Key messages Trusted partner with scale and favourable financial characteristics Well positioned to capture opportunities shaping our business Clear strategy to deliver sustainable growth Strong novated sales growth from expanding market and increasing shift to electric vehicles 4
Slide 6: MMS business model and investment proposition
MMS business model and investment proposition Trusted partner with scale and favourable financial characteristics High customer Favourable financial Attractive returns for satisfaction characteristics shareholders Trusted partner, providing solutions made simple Large and diversified customer base G
Slide 7: Key macro thematics
Key macro thematics MMS is well positioned to capture opportunities shaping our business Increased Electrification Accelerated Market volatility and Rising demand for government transition is advancement and cost of living pressures enterprise-grade spending accelerating EV use of AI, increasing imp
Slide 8: MMS Strategy
MMS Strategy Clear strategy to deliver sustainable growth Our Vision Trusted partner, providing solutions made simple Excel in customer 1 Drive simplicity and 2 Deliver valued 3 Our Strategic technology enablement solutions Priorities experience to grow trusted relationships to serve customers more
Slide 9: Q3FY26 GRS Novated update
Q3FY26 GRS Novated update Strong novated sales growth from expanding market and increasing shift to electric vehicles Expanded novated opportunity Delivering strong novated growth Serviceable Addressable market Employees1 #’m GRS new novated sales2 indexed to 3QFY23 (%) 7.9 161% 150% Other (incl Gov
Slide 10: Appendix
Appendix 9
Slide 11: Endnotes - definitions
Endnotes - definitions Continuing operations. All financial information and metrics in this presentation are from continuing operations only unless otherwise stated. Discontinued operations comprise of costs related to the former Australian Asset Finance Aggregation and UK businesses. Normalised ref
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