Connexion Mobility Ltd · ASX:CXZ
Connexion Mobility — Shareholder Meeting (October 2025)
31 slides from Connexion Mobility's shareholder meeting presentation, October 2025
Slide 1: Mobility Platform 2025 Annual General Meeting
Mobility Platform 2025 Annual General Meeting
Slide 2: Agenda
Agenda 1 Introduction GROUP AGM PRESENTATION OCTOBER 2025 2 Industry 3 Product & Growth 4 FY25 Results 5 Outlook 6 Q&A 2
Slide 3: Introduction
Introduction Connexion Mobility is an enterprise-grade software company servicing the US automotive industry. Our proprietary OnTRAC and Connexion platforms incorporate telemetry, fleet management, contract management, data analytics, and more, to deliver mobility solutions to automotive OEMs and de
Slide 4: Customer Landscape
Customer Landscape • Fleet Owners operate mostly mixed commercial fleets • Connexion focuses on a specific type of fleet owner - the Franchised Automotive Dealership (franchisee) and Manufacturer (“OEM” and franchisor) • The US is home to circa 17,000 franchised dealerships OEM Group US Rooftops - a
Slide 5: Navigating Industry Trends
Navigating Industry Trends The Connexion to the Future Connexion partners with OEMs and Dealerships to maximise the utilisation of their assets, the profitability of their business units, and to elevate the end-customer experience. This combination is only possible through Connexion’s harnessing of
Slide 6: Product Portfolio
Product Portfolio SHUTTLE COURTESY RENTAL MOBILE PAID RENTAL SERVICE One Platform, Moving People, Parts, and Vehicles LOT & FLEET RIDEHAIL MANAGEMENT PICK-UP & TEST DRIVES DELIVERY 6
Slide 7: Current State For OEMs
Current State For OEMs OEM Courtesy Rental 7
Slide 8: Current State For OEMs
Current State For OEMs OEM Courtesy Rental Mobile Service Ridehail Lot & Fleet Management Pick-up & Delivery Shuttle Test Drive Paid Rental 8
Slide 9: Current State For OEMs
Current State For OEMs OEM Courtesy Rental Mobile Service Ridehail Lot & Fleet Management Pick-up & Delivery Shuttle Test Drive Paid Rental 9
Slide 10: Future State For OEMs
Future State For OEMs OEM Connexion Platform Courtesy Rental Mobile Service Ridehail Lot & Fleet Management Pick-up & Delivery Shuttle Test Drive Paid Rental 10
Slide 11: Future State For OEMs
Future State For OEMs FLEXIBILITY Innovate Rapidly iterate on new features and products Customise Dedicated Engineering & Operational Team enables OEM & Group-level customisations Gain Insight Customised reporting, analytics, and simplified integration with open APIs 11
Slide 12: Future State For OEMs: Connexion empowers OEMs to…
Future State For OEMs Connexion empowers OEMs to… Consolidate Simplify Audits Reduce management & reporting friction via a Significantly reduce audit costs for single platform for all modes of transportation loaner program compliance Observe Gain Insight Gain visibility into Dealer & End-Customer Co
Slide 13: Future State For Dealers
Future State For Dealers MARKETPLACE Upgrade Instant integration with leading solutions, including DMS, schedulers, OTAs, payments & much more Explore Discover the latest Automotive Retail technology Improve process, save time and increase CSI for little or even no cost 13
Slide 14: Future State For Dealers: Connexion empowers Dealers to…
Future State For Dealers Connexion empowers Dealers to… Consolidate Focus Reduce management & reporting friction via a Boost front-line Staff efficiency single platform for all modes of transportation and engagement with fewer systems Observe Reduce Cost Gain visibility into End-Customer activities
Slide 15: Product Strategy
In Development Product Strategy Future Development Connexion Platform Marketplace B2B Rental Shuttle Ridehail Customer Mobile Loaner Paid Shuttle Service Connexion B2C Rental Multi-Year Endeavour, Higher Risk 15
Slide 16: Marketplace
Marketplace By building the largest set of dealership customers, we become increasingly attractive to other automotive software vendors wishing to gain access to this potential customer base. The increased potential scale of each partnership also means greater incentive to build more value into an I
Slide 17: Marketplace
Marketplace Marketplace economics will be a key driver of long-term financial performance Product 1 2 3 4 5 6 7 8 9 10 Integrated Product price % revenue share to Connexion Number of eligible Customers % capture of eligible Customers Gross Profit to Connexion % reduction in churn % increase in netwo
Slide 18: User Engagement
User Engagement User Engagement General High Manager Moderate Little/none Finance Fixed Ops Variable Ops Director Director Today, Connexion has >13,000 Monthly Active Users across the Fixed Ops (“Service”) side of ~4,000 dealerships. Service Parts Sales F&I Manager Our opportunity is large, with the
Slide 19: Growth Pursuit
Growth Pursuit TSR Internal 10-20 Target* % > Long-term Shareholder Value S&P ASX All Technology index Objective Key Result Size Sustainability Diversification Grow… Of EPS Of EPS Of EPS Grow… EPS AMRR Non-GM-Loaner AMRR by 20-30% Internal Target* by $937k-1,875k Internal Target* by $540-720k Intern
Slide 20: FY25 Performance
FY25 Performance Achievements Challenges Lessons & Next Steps 1. Significantly enhanced back-end platform capability 1. Trailing internal targets for external OEM and Dealer sales 1. For OEM and dealer sales, we see opportunity for 2. Trailing internal targets for internal Dealer sales greater user
Slide 21: FY25 Results
FY25 Results 21
Slide 22: Key Trends
Key Trends Financially, four key trends drove our FY25 results: 1. Revenue growth from larger new vehicle inventories 2. Revenue growth from Connexion subscriptions 3. Revenue growth from feature enhancement delivery 4. Continued reinvestment into our Team and Products, supporting the growth above 2
Slide 23: FY25 Highlights
FY25 Highlights Revenue* Cash & Liquid Investments $12,000,000 $6,000,000 $10,000,000 $5,000,000 $8,000,000 $4,000,000 $6,000,000 $3,000,000 $4,000,000 $2,000,000 $2,000,000 $1,000,000 Our P&L exhibits the strong operating leverage $- $- typical of an early-stage SaaS company, offset by FY22 FY23 FY
Slide 24: Net Profit Before Tax
Net Profit Before Tax Annual Profit before Tax $4,500,000 FY24 - FY25 +139k $4,000,000 +152k +139k +915k $3,500,000 +697k +182k -6k $3,000,000 -255k 3,239k $2,500,000 -1,387k 2,663k $2,000,000 FY24 Subscription Subscription Fixed-dollar SaaS Service Revenue Cost of Sales Research & Sales & Marketing
Slide 25: SaaS vs Services
Revenue Split SaaS vs Services 100% 90% 8% 10% 10% 8% 8% 11% 9% 11% 9% 10% 9% 11% 80% 70% 60% 50% 92% 90% 90% 92% 92% 89% 91% 89% 91% 90% 91% 89% 40% 30% Connexion’s prime focus continues to be growing 20% the scalable, SaaS component of its business. 10% 0% This focus is reflected in the high perce
Slide 26: Marketplace
Marketplace Quarterly Marketplace subscriptions 200 180 9 160 140 4 120 0 100 174 80 7 139 60 112 12 40 73 4 20 40 27 0 Q3 FY24 Q4 FY24 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Paid Subscriptions Trial Subscriptions • Launched in H2 FY24, we are growing our Marketplace subscriptions each month, with improvin
Slide 27: Earnings Per Share
Diluted EPS (USD cents) Earnings Per Share 0.35 0.30 0.25 0.20 0.15 0.10 In FY25, Connexion’s Diluted EPS increased 48% to 0.29 cents, compared with 0.19 cents in FY24. 0.05 - Connexion’s long-term, objective is to improve the FY23 FY24 FY25 size, sustainability and diversification of its earnings p
Slide 28: Capital Management
Capital Management • Long-term Shareholder value is a function of: 1. Operational Management 2. Capital Management • Capital can be allocated to product-based and/or share-based investments. • Our strong balance sheet supports a meaningful allocation to both. • We are actively seeking complementary
Slide 29: Summary
Summary 2025 AGM AGM PRESENTATION • Eighth consecutive profitable year, with record net cash and investments on balance sheet OCTOBER 2025 • Dealership vehicle inventories continued to grow throughout FY25 • All-time-high quarterly Company revenue reached in the final quarter of FY25 • High earnings
Slide 30: Outlook
Outlook We believe Connexion’s outlook to be positive for the following reasons: From our observations, OEMs and dealerships are increasingly adopting software to: 1. Improve the customer experience 2. Drive operational efficiency 3. Reduce risk Connexion’s software: 1. Delivers on each of the above
Slide 31: Shareholder Q&A
Mobility Platform Shareholder Q&A
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