Arb Corporation Limited · ASX:ARB
Arb — Investor Presentation (August 2026)
32 slides from Arb's investor presentation, Aug 25, 2026
Slide 1: FY26 Financial Result
FY26 FINANCIAL RESULT Lachlan McCann - Chief Executive Officer Damon Page - Chief Financial Officer & Company Secretary 25 August 2026
Slide 2: FY26 Contents
FY26 CONTENTS FINANCIAL HIGHLIGHTS NEW VEHICLE SALES SALES PRODUCTS & OPERATIONS OUTLOOK 2
Slide 3: FY26 Key Messages
FY26 KEY MESSAGES A TOUGH MARKET PROFIT PROTECTED BRAND STRENGTH EXPORT EXPANSION A challenging economic and Improved performance in Our brand strength globally, Our strategic investments geopolitical environment. second half brought margins associated product quality are into global engineering and
Slide 4: Financial Highlights
FINANCIAL bea HIGHLIGHTS —
Slide 5: Financial Highlights
FY26 FINANCIAL HIGHLIGHTS SALES REVENUE V FY25 NET PROFIT BEFORE TAX V FY25 NET PROFIT AFTER TAX V FY25 SALES REVENUE: $702.0M NET PROFIT BEFORE TAX: $123.0M NET PROFIT AFTER TAX: $92.4M DOWN 3.8% DOWN 8.9% DOWN 5.2% $800M $200M $140M $729.9M $694.5M $671.2M $693.2M $702.0M $122.0M $165.7M $120M $14
Slide 6: Total Group Sales by Channel
FY26 FINANCIAL HIGHLIGHTS TOTAL GROUP SALES BY CHANNEL AU AFTERMARKET V FY25 EXPORT SALES V FY25 ORIGINAL EQUIPMENT V FY25 SALES REVENUE: $390.1M SALES REVENUE: $268.4M SALES REVENUE: $43.4M DOWN 3.3% UP 0.5% DOWN 27.2% $500M $300M $70M $268.7M $267.0M $268.4M $59.6M $59.7M $404.1M $403.3M $245.3M $
Slide 7: Profit & Loss FY26 v FY25
FY26 PROFIT & LOSS FY26 V FY25 A$000s FY26 % SALES FY25 % SALES $ CHANGE % CHANGE COMMENTS Sales 702,015 729,949 (27,834) (3.8%) Other revenue (excl gains in property sales) 6,520 5,485 1,035 18.9% Total Revenue 708,535 735,434 (26,899) (3.7%) Materials & consumables used (297,636) 42.4% (315,721) 4
Slide 8: Profit & Loss 1H v 2H
FY26 PROFIT & LOSS 1H V 2H A$000s 1H FY26 1H FY25 % DIFF 2H FY26 2H FY25 % DIFF FY26 FY25 % DIFF Sales Revenue 357,978 361,727 (1.0%) 344,037 368,222 (6.6%) 702,015 729,949 (3.8%) Materials & consumables used (157,025) (149,747) (4.9%) (140,611) (165,974) 15.3% (297,636) (315,721) 5.7% Margin 200,95
Slide 9: Cash Flow Highlights
FY26 CASH FLOW HIGHLIGHTS $103.7M $36.6M $83.6M $47.9M CASH FLOWS PAYMENTS FOR CASH DIVIDENDS NET CASH FROM OPERATIONS PROPERTY, PLANT AND HOLDINGS EQUIPMENT $92.4M $24.0M $0 FY25 Special dividend 50.0 cps FY25 Final dividend 35.0 cps FY26 Interim dividend 34.0 cps Profit after tax Property Debt Cas
Slide 10: New Vehicle Sales
NEW VEHICLE SALES
Slide 11: Australian New Vehicle Sales v FY25
FY26 AUSTRALIAN NEW VEHICLE SALES V FY25 NUMBER OF VEHICLES SOLD (‘000) PERCENTAGE CHANGE 60 Ranger and HiLux, ARB’s stronghold, (4%) are still dominant, despite a softening market. 50 (4%) Declining new vehicle sales for core ARB models continued in FY26. 40 Australia’s sales of major 4x4s declined
Slide 12: Sales
SALES
Slide 13: Australia's Biggest and Best 4x4 Specialist Network
FY26 ARB NATIONAL SALES AFTERMARKET RETAIL STORES AUSTRALIA’S BIGGEST AND BEST 4X4 SPECIALIST NETWORK 4x4 accessories require specialist knowledge, custom- designed facilities and proven skills to sell and install. ARB TOWNSVILLE customers expect a premium experience curated through a tailored sales
Slide 14: ARB Migrated Its Australian Website to E-Commerce Platform
FY26 ARB NATIONAL SALES E-COMMERCE ARB MIGRATED ITS AUSTRALIAN WEBSITE TO A STATE-OF-THE-ART, INTEGRATED E-COMMERCE PLATFORM Seamless Customer Experience Better Customer Insights Support customer journey by product or vehicle. Detailed analytics about our customers A single source for product inform
Slide 15: ARB National Sales Performance
FY26 ARB NATIONAL SALES PERFORMANCE Fitter Turnover & Retention MARKET SUMMARY 80% Turnover Retention The Australian Aftermarket had a challenging FY26, with ARB sales 70% (excluding subsidiary businesses) performing marginally better than new 4x4 vehicle sales. Retail sales in corporate stores were
Slide 16: Licensed Accessory Program Continues to Perform Strongly
FY26 ARB NATIONAL SALES FLA PARTNERSHIP 23 3 26 25 5 22 2 1 24 4 -2 -2 -2 -2 -2 n- n- n- n- n- ec ec ec ec ec Ju Ju Ju Ju Ju D D D D D Continued growth despite the market: FLA revenue grew in FY26 even as Ford Ranger sales declined. Ranger Super Duty: Standout result, from being first to market, to
Slide 17: ARB Export Sales by Region
FY26 EXPORTS ARB EXPORT SALES BY REGION (A$M) FY25 FY26 Asia, NZ & Pacific (2.1%) EU, ME & Africa (9.4%) Nth & Sth America 10.2% 0 20 40 60 80 100 120 Export sales of $268.4M recorded a net increase The US was the major growth region with sales Asia was the other strong contributor to the of 0.5% in
Slide 18: Europe and Middle East
FY26 EUROPE AND MIDDLE EAST EUROPE UK MIDDLE EAST European sales were broadly stable during The UK pickup market contracted sharply ARB’s capital investment in the Middle East FY26, with local sales increasing despite following tax changes affecting double-cab reflects our long-term vision for the r
Slide 19: Emerging Markets
FY26 EMERGING MARKETS CHINA AFRICA ARB China Co., Ltd, a wholly owned subsidiary, Africa is a similar opportunity to Australia, with ARB is establishing a direct, in-market commenced operations late in FY26, with local higher overall 4x4 vehicle sales and a lower wholesale operation in South Africa,
Slide 20: US Business
FY26 US BUSINESS SALES CANOPY NORCO MIGRATION Despite ongoing economic and political ARB USA has commenced sales of the Ascent In June, ARB USA successfully completed challenges facing the US market, ARB recorded canopy (“truck caps”) into the local US market, migration from the distribution centre
Slide 21: Engineering: Working Locally in the World's Largest 4x4 Market
FY26 US BUSINESS ENGINEERING: WORKING LOCALLY IN THE WORLD’S LARGEST 4X4 MARKET US engineering centre now fully operational and scaling, with more engineers, and new equipment for local prototyping and product development through FY27, bringing development closer to the market. Building a full range
Slide 22: Off Road Warehouse & 4 Wheel Parts FY26 Highlights
FY26 OFF ROAD WAREHOUSE & 4 WHEEL PARTS FY26 HIGHLIGHTS WHAT’S NEXT Strong ARB sell-through growth. High double-digit Renewed e-Commerce platform. Launches in H1 growth, driven primarily by increased sell-through of ARB FY27, expanding reach and driving further ARB accessories, including expanded ra
Slide 23: Original Equipment Manufacturers
FY26 ORIGINAL EQUIPMENT MANUFACTURERS OEM SALES ($M) 35 OE sales were $43.4M in FY26, down 27% on FY25. 30 OE sales represented 6.2% of total FY26 sales which excludes the OE business outside of Australia. 25 The decline was temporary, driven by a lull between major 20 vehicle programs and constrain
Slide 24: Toyota LandCruiser FJ
FY26 LANDCRUISER FJ TOYOTA LANDCRUISER FJ ARB has worked with Toyota to develop and launch a set of accessories for its newly launched LandCruiser FJ for multiple international markets. The release of this vehicle using ARB branded accessories is a very meaningful reflection of the ARB brand strengt
Slide 25: Products & Operations
PRODUCTS & — OPERATIONS
Slide 26: More Engineering, More Products
FY26 MORE ENGINEERING, MORE PRODUCTS Products are our Refocused Backed with foundation engineering investment Our success is built on We have done the work to We are increasing our innovative, high-quality get engineering refocused, engineering investment products and we are revamping the function t
Slide 27: Playing the Long Game in an Evolving Market
FY26 PLAYING THE LONG GAME IN AN EVOLVING MARKET OUR CONSIDERED, STRATEGIC APPROACH TO EMERGING BRANDS AND EVS Deliberate There are too many opportunities to pursue them all, so we invest intentionally in those where we can create the most value for the customers who value ARB most. Considered We pr
Slide 28: Speed to Market and Focus
FY26 SPEED TO MARKET AND FOCUS SPEED MATTERS ... AND SO DOES FOCUS Being first to market for the right vehicles matters Focusing on the right vehicles makes a difference We were first to market with accessories for the new Ford Ranger Super Duty and new We know that the price of a vehicle often corr
Slide 29: Outlook
FY26 OUTLOOK ARB's Aftermarket business showed resilience through a The Board believes that the Company challenging FY26, finishing with a stronger second half and a solid order book and daily order intake. is well-positioned to achieve long-term success through: Improving supply of key 4x4 vehicles
Slide 30: Q&A
Q&A 30
Slide 31: Disclaimer
FY26 DISCLAIMER This presentation has been prepared by ARB Corporation Limited (ARB). The information in this presentation is current as at 25 August 2026. This presentation is not an offer or invitation for subscription or purchase of securities or a recommendation with respect to any security. Inf
Slide 32: Thank You
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