Slide 1: 1H FY2026 Results Presentation
1H FY2026 RESULTS PRESENTATION • 24 FEBRUARY 2026 Lachlan McCann Chief Executive Officer Damon Page Chief Financial Officer & Company Secretary
Slide 2: Financial Results Contents
1H FY2026 FINANCIAL RESULTS CONTENTS FINANCIAL RESULTS AUSTRALIAN AFTERMARKET INTERNATIONAL ORIGINAL EQUIPMENT MANUFACTURERS PRODUCTS OUTLOOK 2
Slide 3: Sales & Profits
1H FY2026 FINANCIAL RESULTS SALES & PROFITS SALES REVENUE: $358.0M PROFIT BEFORE TAX: $57.1M PROFIT AFTER TAX: $42.2M DOWN 1.0% DOWN 18.8% DOWN 17.2% EXCL NON-OPERATING ITEMS DOWN 16.3% EXCL NON-OPERATING ITEMS DOWN 14.4% $400M $80M $60M $50M $300M $60M $40M $200M $40M $30M $20M $100M $20M $10M $0M
Slide 4: Group Sales by Channel
1H FY2026 FINANCIAL RESULTS GROUP SALES BY CHANNEL AUSTRALIAN AFTERMARKET EXPORTS ORIGINAL EQUIPMENT DOWN 1.7% UP 8.8% DOWN 38.2% -11. $250M $140M $30M $120M $25M $200M $100M $20M $150M $80M $15M $60M $100M $10M $40M $50M $5M $20M $0M $0M $0M 1H FY 2025 1H FY 2026 1H FY 2025 1H FY 2026 1H FY 2025 1H
Slide 5: Profit & Loss Statement
1H FY2026 FINANCIAL RESULTS PROFIT & LOSS STATEMENT A$000s 1H 2026 % of sales 1H 2025 % of sales CHANGE $ CHANGE % COMMENTS Sales and other revenue 357,978 361,727 (3,749) (1.0%) Growth in exports, marginally flat in Australia, OEM decline Other revenue 2,888 2,566 322 12.5% Excl property gain (belo
Slide 6: Sales Margins
1H FY2026 FINANCIAL RESULTS SALES MARGINS Materials & consumables used increased from 41% of sales in 1H FY2025 to 44% of sales in 1H FY2026. The resultant decline in sales margins is attributable to: 1. The weaker Australian dollar - a significant proportion of ARB’s products are manufactured in 2.
Slide 7: Cash Flows
1H FY2026 FINANCIAL RESULTS CASH FLOWS OPERATING ACTIVITIES INVESTING ACTIVITIES FINANCING ACTIVITIES CASH / BORROWINGS $63.9M $11.7M $59.3M $59.4M CASH PROVIDED BY PAYMENTS FOR PROPERTY, PAYMENT FOR DIVIDENDS NET CASH OPERATING ACTIVITIES PLANT AND EQUIPMENT HOLDINGS $41.2M $5.2M $24.2M $0 Profit a
Slide 8: Dividends
1H FY2026 FINANCIAL RESULTS DIVIDENDS FULLY FRANKED DIVIDENDS (cents per share) AT 30% TAX RATE 80 50.0 60 Interim dividend 34 cps. 32.0 35.0 35.0 39.0 40 30.0 Interim dividend payout ratio 67.2%. Key Dates: 21.0 21.0 20 19.5 18.0 Record: 2 April 2026 Payment: 17 April 2026 16.0 17.5 18.5 18.5 29.0
Slide 9: Australia
agp AUSTRALIA oe”
Slide 10: Australian New Vehicle Sales v 1H FY2025
1H FY2026 AUSTRALIAN NEW VEHICLE SALES V 1H FY2025 Number of vehicles sold & percentage change 30k -1% Challenging 1H FY2026 market for most 4x4 pick-up and SUV models. 3% Declining Ford sales of the Ranger 4x4 (-1%) and Everest (-9%) 20k impactful given the FLA program. Toyota Prado was a highlight
Slide 11: Aftermarket Retail Stores
1H FY2026 AFTERMARKET RETAIL STORES Northern ARB’s domestic sales declined marginally in 1H 79 ARB STORES Territory 2 FY2026 in a challenging economic and new vehicle IN TOTAL environment. NATIONWIDE Western Australia 12 Despite present market conditions, ARB and its INCLUDING IN 1H FY2026 independe
Slide 12: New and Upgraded Stores
1H FY2026 NATIONAL SALES NEW STORE UPDATES MILDURA, VIC GRIFFITH, NSW LAUNCESTON, TAS WARRAGUL, VIC NEW AND 2H FY2026 ARB continues to invest in FY2027 planning UPGRADED Australian Distribution • 3 upgraded stores scheduled • 1 new independent store scheduled • 2 new stores scheduled STORES • 1 new
Slide 13: Australian Ecommerce Site Launched February 2026
1H FY2026 AUSTRALIAN ECOMMERCE SITE LAUNCHED 19 FEBRUARY 2026 ONLINE MARKET SIZE 40M+ GOOGLE SEARCHES FOR 4X4 ACCESSORIES, ONLINE IN AUSTRALIA EACH YEAR 1M+ VIEWS ON ARB.COM.AU 60%+ OF TRAFFIC TO OUR WEBSITE IS AGED BETWEEN 29 ~ 44 OMNI-CHANNEL TRANSACTIONS Ship direct Click and Send quotes to custo
Slide 14: GB) wae oeery omnes store Q Bi wycone © weaxsey, Coy
GB) wae oeery omnes store Q Bi wycone © weaxsey, 2 Coy ANY ADVENTURE; ANYWHERE Gytiviuran > Bull Bars ‘Suspension Canopies Driving Lights Vehicle Recover ‘START YOUR BUILD =
Slide 15: Ford Licensed Accessory Partnership
1H FY2026 DISTRIBUTION TO MARKET - FLA PARTNERSHIP SUPERDUTY FORD Ford Licensed Accessory program continues to grow in approved ARB parts sales through Ford PARTNERSHIP RANGER dealer channel. The partnership has expanded to limited edition The new Ford Superduty was available in dealerships from Oct
Slide 16: International
INTERNATIONAL 16
Slide 17: Exports
1H FY2026 EXPORTS ARB EXPORT SALES BY REGION UP 6.0% Asia, NZ & Pacific DOWN -6.9% EU, ME & Africa UP 26.1% The Americas $0M $10M $20M $30M $40M $50M $60M 1H FY2025 1H FY2026 The Americas again outperformed with 26.1% Asia, New Zealand and Asia Pacific had a steady Europe, Middle East and Africa all
Slide 18: USA 4WP and ORW Locations
1H FY2026 USA 4WP AND ORW LOCATIONS Combined 48 retail stores Combined 500+ employees 50% ownership State Off Road Warehouse 4 Wheels Parts Total Arizona 2 - 2 California 5 15 20 Colorado 1 4 5 Florida - 8 8 Georgia 1 - 1 Hawaii - 1 1 Nevada 2 1 3 Oklahoma - 1 1 Texas - 7 7 Total 11 37 48 18
Slide 19: USA 4WP and ORW Progress
1H FY2026 USA 4WP AND ORW PROGRESS IN THE 12 MONTHS OF TRADING ORW HAS SUCCESSFULLY Integrated 500+ 4WP employees into the business. Transitioned ERP systems. Closed a total of five stores, three of which were geographically close to another store and two were underperforming. The business now has a
Slide 20: ORW / 4 Wheel Parts Update
1H FY2026 ORW / 4 WHEEL PARTS UPDATE ARB PRODUCTS HAVE ACHIEVED EXCELLENT GROWTH THROUGH ARB X 4WP PILOT MOCK UP ORW AND 4WP STORES ARB product exposure and education through both retail and PILOT 1: RIVERSIDE, CA eCommerce sites have significantly improved. On a like-for-like store basis, ARB produ
Slide 21: USA Business
1H FY2026 USA BUSINESS SALES POISON SPYDER NORCO, CA. DISTRIBUTION CENTRE ARB has been evolving the strategic foundations of Poison Spyder is now launched to market with ARB USA has leased an 8100sqm facility in Norco, California the US business in recent years to drive long-term incredibly positive
Slide 22: Rest of World Business Expansion
1H FY2026 REST OF WORLD BUSINESS EXPANSION CHINA EUROPE, MIDDLE EAST & AFRICA TRUCKMAN - UK Formal name of new ARB Chinese subsidiary: 上海艾澳毕汽⻋配件贸易有限公司 Poor trading results in these markets were due to three factors: Truckman in the UK continued to perform well, " " Significantly lower government spe
Slide 23: OEM
OEM 23
Slide 24: Original Equipment Manufacturers
1H FY2026 ORIGINAL EQUIPMENT MANUFACTURERS OEM sales decreased in 1H FY2026 by 38.2% which OEM SALES $30M was more than expected. OEM customers had increased inventory levels in 2H FY2025 and the subsequent weaker vehicle sales in 1H FY2026 $25M compounded the decline in OEM orders. $20M These marke
Slide 25: Toyota
Toyota FJ LandCruiser (Japan) 1H FY2026 TOYOTA ARB’s partnership with Toyota USA has extended to a brand partnership with Toyota Asia. Branded product featured on the release of the new Toyota FJ Cruiser in Japan and HiLux in Thailand. Genuine branded partner. 40 YEAR RELATIONSHIP WITH TOYOTA Toyota
Slide 26: Products
PRODUCTS 26
Slide 27: ARB Winch 10,000lb & 12,000lb
1H FY2026 ARB WINCH 10,000LB & 12,000LB The first ARB Winch marks a new era in recovery, blending precision engineering with modern vehicle integration. Its innovative built-in control unit enhances motor efficiency, while the four-stage gearbox delivers maximum strength and endurance. Features and
Slide 28: Slide 28
Slide 29: Super Duty Social Media Launch Results
1H FY2026 SUPER DUTY LAUNCH SOCIAL MEDIA LAUNCH RESULTS Strong engagement at launch with much more activity to come. 34k REACH 2.4k YOUTUBE VIEWS 743 INTERACTIONS 7k TIKTOK VIEWS ' 29 *Stats are taken from Australian social media only
Slide 30: Toyota Hilux Social Media Launch Results
1H FY2026 TOYOTA HILUX SOCIAL MEDIA LAUNCH RESULTS Strong engagement at launch with much more activity to come. 174k REACH 2.6k SHARES 7.7k INSTAGRAM 376k VIEWS INTERACTIONS *Stats are taken from Australian social media only 30
Slide 31: 50th Year Anniversary Recap
1H FY2026 50TH YEAR ANNIVERSARY RECAP WE CELEBRATED 50 YEARS High rates of engagement online across multiple digital platforms. 6M IMPRESSIONS 210k+ 1k ENGAGEMENT LINK CLICKS FROM SOCIALS YOUTUBE EMAILS 50TH YEAR GIVEAWAY: Across all 50Y videos on all platforms, we had approx. 1.5M views, averaging
Slide 32: Results Outlook
1H FY2026 RESULTS OUTLOOK Sales margins in 2H FY2026 are expected to be broadly in line with those achieved in 2H FY2025, supported by the Company’s Thai baht exposure being nearly fully The Board believes that the Company hedged at slightly more favourable rates. is well-positioned to achieve long-
Slide 33: Thank You
sooenne 4x4 ACCESSORIES ‘THANK YOU
Slide 34: Disclaimer
1H FY2026 DISCLAIMER This presentation has been prepared by ARB Corporation Limited (ARB). The information in this presentation is current as at 24 February 2026. This presentation is not an offer or invitation for subscription or purchase of securities or a recommendation with respect to any securi