Eagers Automotive Limited · ASX:APE

Eagers Automotive — AP Eagers — Morgans Queensland Conference 2017

15 slides from Eagers Automotive's conference presentation, Oct 11, 2017

1. Slide 1: Morgans Queensland Conference 2017 - AP Eagers Presentation

   For personal use only Morgans Queensland Conference 2017 AP Eagers Presentation Wednesday 11th October Wednesday, October 11, 2017 © 2013 AP Eagers Limited. All Rights Reserved.

2. Slide 2: Flying Ubers

   For personal use only FLYING UBERS Wednesday, October 11, 2017 © 2013 AP Eagers Limited. All Rights Reserved.

3. Slide 3: Flying Ubers

   Flying Ubers For personal use only Uber’s vision of the flying vehicles that could one day be ferrying Sydney residents around. Wednesday, October 11, 2017 © 2013 AP Eagers Limited. All Rights Reserved.

4. Slide 4: For personal use only

   For personal use only Wednesday, October 11, 2017 © 2013 AP Eagers Limited. All Rights Reserved.

5. Slide 5: For personal use only

   For personal use only Wednesday, October 11, 2017 © 2013 AP Eagers Limited. All Rights Reserved.

6. Slide 6: Investors Ask: Is the product going to change?

   Investors Ask: Is the product going to change? For personal use only Existing Others OEMs Existing OEMs Others You decide Wednesday, October 11, 2017 © 2013 AP Eagers Limited. All Rights Reserved.

7. Slide 7: Investors Ask: Is the usage going to change?

   Investors Ask: Is the usage going to change? • Private Car Ownership For personal use only • Flexible Mobility – Subscription based “FlexMo” • Ride Sharing - • Peer-To-Peer Car Sharing - • Corporate Car Sharing - Wednesday, October 11, 2017 © 2013 AP Eagers Limited. All Rights Reserved.

8. Slide 8: Automotive Retailing Network

   Automotive Retailing Network For personal use only • 2017 / 2018 Dealerships in transition • 2017 - 2022 Networks in transition • 2017 - 2022 Significant cost out: after 2 decades of increased cost • Late 2018 + Increased consolidation and rationalisation Wednesday, October 11, 2017 © 2013 AP Eagers

9. Slide 9: The New Car Franchise Industry

   The New Car Franchise Industry • Sells approximately 1,180,000 new cars per year For personal use only • Sells approximately 600,000 used cars per year • Services and fixes approximately 3,500,000 cars per year • Supplies genuine parts to the industry The ANNUAL operating cost is estimated* at $10,0

10. Slide 10: Brisbane Airport Auto Mall

    Brisbane Airport Auto Mall For personal use only AP Eagers has committed to 61,700m2 Wednesday, October 11, 2017 © 2013 AP Eagers Limited. All Rights Reserved.

11. Slide 11: Brisbane Airport Auto Mall

    Brisbane Airport Auto Mall For personal use only Wednesday, October 11, 2017 © 2013 AP Eagers Limited. All Rights Reserved.

12. Slide 12: Brisbane Airport Auto Mall

    Brisbane Airport Auto Mall For personal use only Wednesday, October 11, 2017 © 2013 AP Eagers Limited. All Rights Reserved.

13. Slide 13: Automotive Retailing Network

    Automotive Retailing Network For personal use only • 2017 / 2018 Dealerships in transition • 2017 - 2022 Networks in transition • 2017 - 2022 Significant cost out: after 2 decades of increased cost • Late 2018 + Increased consolidation and rationalisation Wednesday, October 11, 2017 © 2013 AP Eagers

14. Slide 14: Strategy (Focus: Grow EPS & Pay Larger Dividends)

    Strategy (FOCUS: GROW EPS & PAY LARGER DIVIDENDS) For personal use only Wednesday, October 11, 2017 © 2013 AP Eagers Limited. All Rights Reserved.

15. Slide 15: Thank you

    For personal use only Thank you Wednesday, October 11, 2017 © 2013 AP Eagers Limited. All Rights Reserved.

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