Slide 1: Market Update
Market Update 23 February 2026
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Supply Network Limited (SNL). The information in this presentation is current as at 23rd February 2026. This presentation is not an offer or invitation for subscription or purchase of securities or a recommendation with respect to any security. Infor
Slide 3: First Half 2026 - Results Highlights
First Half 2026 - Results Highlights Group Sales Revenue $200.1 million 16.9% on pcp Profit After Tax $22.9 million 18.0% on pcp * Basic Earnings per Share 52.4 cents 13.5% Dividends per Share 36.0 cents 12.5% ** Significant comparisons to Prior Corresponding Period (pcp): * 18.0% PAT growth is on a
Slide 4: FY2025 Darra Branch Upgrade
FY2025 Darra Branch Upgrade Aerial picture of Darra Branch (Brisbane) following its upgrade in FY 2025 Doubling operating capacity and stock holding and gaining full control of the site Page 4
Slide 5: Current Network Development Projects
Current Network Development Projects New Branch Auckland - North Shore In the final stages of setup Trading commencement planned for 1st March 2026 Existing Branch relocation Toowoomba Construction has commenced Trading commencement planned for 1st Quarter FY2027 Existing Branch relocation Perth Sit
Slide 6: Demand Profile - Trucks 4t+ (CV4+)
Demand Profile - Trucks 4t+ (CV4+) Page 6
Slide 7: Background to Demand Profile
Background to Demand Profile OEs - The vehicle manufacturers and their franchise networks OEs have natural advantages in the early years of a vehicle’s life: Relationship established at time the vehicle is sold Potential for contracts that extend vehicle warranty in exchange for exclusive use of Gen
Slide 8: Market Share Analysis - Trucks 4t+ (CV4+)
Market Share Analysis - Trucks 4t+ (CV4+) Page 8
Slide 9: Background to Market Share Analysis
Background to Market Share Analysis Definitions Genuine Parts - Parts packaged with an OE logo, e.g. Isuzu, Volvo, Kenworth, etc OEM Parts - Parts manufactured by companies approved to manufacture equivalent Genuine Parts Aftermarket Parts - All other replacement parts Long Term Market Trends OEM Pa
Slide 10: Looking Ahead
Looking Ahead There have not been any changes to market dynamics, market strength or other external factors that would or should materially change our opportunities and business development plans. Current network development and IT projects are progressing well, without material change to cost expec
Slide 11: 1 Turnbull Close, Pemulwuy NSW 2145
1 Turnbull Close, Pemulwuy NSW 2145