Autocanada Inc. · TSX:ACQ
Autocanada — Investor Presentation (March 2026)
18 slides from Autocanada's investor presentation, March 2026
Slide 1: Investor Presentation March 2026
TSX: ACQ Investor Presentation March 2026 1
Slide 2: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS Certain statements contained in this investor presentation are forward-looking statements and information (collectively “forward-looking statements”), within the meaning of the applicable Canadian securities legislation. We hereby provide cautionary statements identifying
Slide 3: Franchise Dealerships and Collision Platform Overview
Franchise Dealerships 64 Dealerships offering 23 OEM Brands 2025 Financial Highlights 2025 Percent Of Gross Profit $4.7B 15% Finance & New Insurance Vehicles AutoCanada Revenue Gross Margin Used $178M Vehicles $200B+ Adjusted Addressable A National Parts & EBITDA1 Market Service Automotive Retail & C
Slide 4: Canada Drives a Quarter-Trillion Dollar Auto Industry
ACQ Dealerships Canada Drives a ACQ Collision Quarter-Trillion Dollar Auto Industry A large and fragmented market: $200B+ dealerships, $2.4B+ collision (the “Addressable Market”) Canadian OEM Franchise Market (3,700 Total Stores) Low market share providing long runway: 2% (dealerships), 1% (coll
Slide 5: 2025: A Structural Reset
2025: A Structural Reset Portfolio rationalization, structural cost actions, and leadership transition position the company to improve operating performance Cost Structure Simplification Portfolio Rationalization Leadership Transition $115M annualized run-rate operating Focusing on higher-return busi
Slide 6: 2025 Performance During Structural Reset
2025 Performance Revenue (-7.1% YOY) $4,896m During Structural 2025 New volumes2 ↓ 11.3% Used volumes2 ↓ 17.2% 2024 $5,272m Reset Gross Profit (-10.4% YOY) 2025 $785m $115M1 structural cost reset implemented across the New GPU2 ↓ 9.7% Used GPU2 ↓ 22.5% business in 2025 2024 $875m Cost actions co
Slide 7: Restoring Operational Performance
The focus has shifted to operational execution and profitable growth 2025 Structural Actions 2026 Operating Priorities 2026: Cost structure simplification Restore dealership performance completed Restoring Portfolio rationalization underway Grow the collision business Operational Performance Lean Ope
Slide 8: Closing the Volume Gap
2025 YoY New Volumes Sold vs. Market1 (ex. non-ACQ brands) Closing the Volume Execution gap peaked in Q3 and began improving in Q4; expected to normalize by Q3 2026 Gap Q1 2025 Q2 2025 Q3 2025 Q4 2025 Operational Improvements Underway • Refocusing dealerships on sales productivity and local executio
Slide 9: Restoring Dealership Unit Economics
New, Used & F&I GPU Performance Restoring GPU’s expected to normalize as aged inventory clears through H1 2026 Dealership Unit New Retail GPU1 Used Retail GPU1 Economics 4,627 4,656 4,544 4,183 3,748 Operational Improvements Underway • Improving used vehicle sourcing and inventory discipline 1,836 1
Slide 10: The End Goal: A High Performing Dealer Group
The End Goal: A High Performing Dealer Group Operationally disciplined, data-driven, and scaled for sustainable earnings growth Smart Centralization, Local Empowerment Scale Advantage In Key Profit Centres Centralize analytics, sourcing, marketing and training to drive Leverage group scale in used v
Slide 11: ACX Collision: A Scaled Growth Engine
ACX Collision: A Scaled Growth Engine From losses in 2018 to $20.0M in 2025 Adjusted EBITDA, with a path to meaningful expansion. 2019 2021 2023 Today Implemented management Acquired Airdrie Autobody, 25 collision centres and 25 33 stores and accounting systems gained Honda and Acura OEM certificati
Slide 12: ACX Collision: Performance Highlights
ACX Collision: Performance Highlights Strong Top Line Growth Solid Profitability Accretive Acquisitions Revenue (millions) Adjusted EBITDA1 (millions) 5 Year M&A Track Record2 $160 +31% CAGR $151.6 +37% CAGR $20.0 $20 16 Transactions Closed $120 $15 ~$65M Total Enterprise Value $80 $10 6-8x Pre-Syner
Slide 13: ACX Collision: Path To Expansion
ACX Collision: Path To Expansion Organic Growth Drivers Acquisition Growth • OEM certifications drive high-complexity repair work • Robust pipeline of identified acquisition targets • DRP1 relationships increase insurer referrals • Fragmented industry with many small operators • Dealer network refer
Slide 14: Disciplined Capital Allocation
Disciplined Capital Allocation Clear return thresholds and balance sheet discipline Capital Allocation Priorities All dealerships and collision centers must meet return and strategic fit Portfolio criteria Dealership Portfolio Optimization Optimization Portfolio review is an ongoing discipline, not
Slide 15: 2026 Outlook
Canadian New Light Vehicle Sales 2026 Outlook New Light Vehicle Sales Canadian Unemployment Rate Recession • Canadian auto market enters 2026 with mixed 2.5 million units 12.0 conditions, with affordability pressures, elevated vehicle pricing and tariff uncertainty influencing demand. 10 .0 2.0 • Tou
Slide 16: Balance Sheet & Liquidity
Dollar figures in CAD millions Balance Sheet & Total Net Funded Debt Total Net Funded Debt to Bank EBITDA1,2 Debt Covenant Liquidity $ 50 0 10.0x $459 $460 $432 $438 $418 $400 8.0x Total liquidity at year-end was $332.9M, consisting of $88.0M in cash and $244.9M of undrawn capacity under the revolvi
Slide 17: Leading the Team
Leading the Team Samuel Cochrane Fade Bouras Mikel Pestrak Chief Executive Officer and Interim Chief Operating Officer Interim President, Dealership Chief Financial Officer Operations AutoCanada is guided by a team of experienced industry leaders committed to driving excellence. The executive team h
Slide 18: Contact
TSX: ACQ Contact Samuel Cochrane, CEO and Interim CFO scochrane@autocan.ca 18