Slide 1: AP Eagers Limited Investor Presentation
For personal use only AP Eagers Limited Investor Presentation: 3 April 2019 1
Slide 2: The Next100: Integrated mobility solutions
THE NEXT100: Providing integrated mobility solutions for the next 100 years. For personal use only OPTIMISE DEVELOP GROW 1 2 3 4 5 Deliver optimised Engage our customers, Redefine Reinvest vehicle finance Support innovation everywhere our workforce with discipline solutions EXCEED STAKEHOLDER EXPECT
Slide 3: APE Credentials
APE Credentials Consistent record of profit, dividend and EPS growth For personal use only Net profit after tax ($m) Earnings per share (cents per share) Dividends (cents per share) 10 year total shareholder return on $1,000 investment at 1 April 2019 $8,212 3
Slide 4: How do retail dealerships work?
How do retail dealerships work? For personal use only 4
Slide 5: The Next100: Integrated mobility solutions
THE NEXT100: Providing integrated mobility solutions for the next 100 years. For personal use only OPTIMISE DEVELOP GROW 1 2 3 4 5 Deliver optimised Engage our customers, Redefine Reinvest vehicle finance Support innovation everywhere our workforce with discipline solutions EXCEED STAKEHOLDER EXPECT
Slide 6: Strategy Overview
Strategy Overview For personal use only • Continue to outperform industry: solid foundations, disciplined approach, multi-profit drivers • Future growth strategy underpinned by: • Engaging our customers, everywhere. Leveraging our flexible property portfolio to continue development of an omni-channe
Slide 7: Engage our customers, everywhere
For personal use only Engage our customers, everywhere 7
Slide 8: Automotive Retail of the Future
Automotive Retail of the Future Adapting our model to support the customer and the company For personal use only 8
Slide 9: Automotive Retail of the Future: Choice and convenience
Automotive Retail of the Future Providing choice and convenience For personal use only 9
Slide 10: Automotive Retail of the Future: Unrivalled choice
Automotive Retail of the Future A unique and compelling experience with unrivalled choice For personal use only 10
Slide 11: Automotive Retail of the Future: Blended Network
Automotive Retail of the Future A Blended Network approach supporting Customer Centricity For personal use only 11
Slide 12: Taking Automotive Retail to our customers
Taking Automotive Retail to our customers For personal use only 12
Slide 13: Taking Automotive Retail to our customers
Taking Automotive Retail to our customers For personal use only 13
Slide 14: Multi-brand service hubs
Multi-brand service hubs For personal use only Multi-Branded Express Service Ex-Bunnings facility in Albion acquired to support inner-city transition to Airport as well as neighboring sales locations Shopping Centre Service Scheduled and Express servicing on demand to support customer’s existing sho
Slide 15: Using property to drive workforce transformation
Using property to drive workforce transformation For personal use only 15
Slide 16: Redefine our workforce
For personal use only Redefine our workforce 16
Slide 17: Carzoos is our proof of concept
Carzoos is our proof of concept For personal use only 17
Slide 18: A workforce designed by our customers
A workforce designed by our customers For personal use only Google case study on today’s car buyer 18
Slide 19: Carzoos feedback refined our plans
Carzoos feedback refined our plans… For personal use only 19
Slide 20: Business Transformation is underway
Business Transformation is underway For personal use only 20
Slide 21: Lean (3 Step) business transformation
- Lean (3 Step) For personal use only “Superior guest experience on a lower cost base .” 1. Finscore 2. Sales Model 3. Remuneration • Implement sales quoting • Design & implement a “Pilot” sales POD • Balanced BFSPR remuneration • Present complimentary • Select the best to fill the positions payment
Slide 22: Deliver optimised vehicle finance solutions
For personal use only Deliver optimised vehicle finance solutions 22
Slide 23: Risk Based Pricing will drive penetration
Risk Based Pricing will drive penetration Achieving 80% penetration will significantly increase finance income on 2018 LFL vehicle sales…will be achieved subject to planning and execution strategy For personal use only • Penetration rates driven by a combination of RBP arrangements; Guaranteed Futur
Slide 24: Support innovation
For personal use only 24 Support innovation
Slide 25: OEMs pile into BEV
OEMs pile into BEV Battery Electric Vehicles For personal use only 25
Slide 26: Quantifying the likely rate of change
Quantifying the likely rate of change For personal use only The Australian car parc was 19.2m registered cars as at 31 January 2018 26
Slide 27: Reinvest with discipline
For personal use only Reinvest with discipline 27
Slide 28: Active portfolio management and disciplined re-investment
Active portfolio management and disciplined re-investment 2016 For personal use only Acquisitions Birrell Motors Group Ipswich Jeep & Kia Crampton 2017 Automotive Group Acquisitions 2018 Tony Ireland Group Crash Supplies Acquisitions 120 2014 Porsche Centre Metro Nissan Disciplined Acquisitions Acqu
Slide 29: Appendix
For personal use only Appendix
Slide 30: Disclaimer
Disclaimer For personal use only • The information in this document (information) does not contain all information necessary for investment decisions, is not intended to be an offer, invitation or recommendation with respect to shares, is not financial product advice, and is intended to be general b