Motorcycle Holdings Ltd. · ASX:MTO
Motorcycle — Investor Day (October 2026)
44 slides from Motorcycle's investor day presentation, Oct 8, 2026
Slide 1: Investor Day
rsonal use only Investor Day MotorCycle Holdings Limited (ASX:MTO) | 8 October 2026 MotorCycle Holdings Limited (ASX:MTO) | Investor Day Presentation | October 2026 | 1
Slide 2: Investor Day Agenda
Investor Day Agenda Time Activity rsonal use only 10:00am – 10:30am Arrival 10:30am – 11:30am Formal Presentation 11:30am – 12pm Q&A 12:00pm – 12:30pm Light lunch and depart for MCAS Alexandria 12:45pm - 1:15pm MCAS Alexandria Store Tour and Q&A with the MCAS EGM and Management Team 1:15pm Travel to
Slide 3: Presentation Structure
Presentation Structure Section Presenter rsonal use only 1 Group Strategy Matthew Wiesner, CEO 2 The Modern Customer Matthew Wiesner, CEO 3 Wholesale & Retail Operations Michael Poynton, COO 4 Digital & Data Transformation Journey Denise Tung, EGM DDT 5 Amazing People Sarah Marshall, EGM P&C 6 Finan
Slide 4: Our Board
Our Board rsonal use only Board Rick Dennis Michael Poynton Chair Executive Director Nikki Thomas Rob Cassen Peter Henley Non-Executive Director Non-Executive Director Non-Executive Director MotorCycle Holdings Limited (ASX:MTO) | Investor Day Presentation | October 2026 | 4
Slide 5: Our Management Team
Our Management Team Executive Management rsonal use only Matthew Wiesner Michael Poynton John Wadley Kellie Cordner Denise Tung Sarah Marshall Chief Executive Chief Operating Chief Financial EGM Customer EGM Digital & EGM People & Officer Officer Officer Growth & Marketing Data Transformation Cultur
Slide 6: 1. Group Strategy
rsonal use only 1. Group Strategy Matthew Wiesner MotorCycle Holdings Limited (ASX:MTO) | Investor Day Presentation | October 2026 | 6
Slide 7: We are scaling Australia's Leading Powersports Platform
rsonal use only We are scaling Australia’s Leading Powersports Platform MotorCycle Holdings Limited (ASX:MTO) | Investor Day Presentation | October 2026 | 7
Slide 8: Expansion into Powersports
Expansion into Powersports We are aiming to reach the broader participation economy - every ride, every rider rsonal use only and every moment of their ownership Motorcycles ATVs and Side-by-Sides Personal watercraft Parts and accessories Apparel and protective equipment Service and ownership soluti
Slide 9: Powersports Opens Multiple Levers for Growth
Powersports Opens Multiple Levers for Growth Strategic initiatives that maximise our assets have a multiplier effect on our business rsonal use only Multiplier effect on revenue Acquisitions New suppliers More More More More Customers Categories Occasions Touchpoints New commercial initiatives We ha
Slide 10: Defining the Engine of our Model
Defining the Engine of our Model Our ecosystem is made up of three interconnected segments rsonal use only We target the wider market for recreational and utility Powersports vehicles and everything Personal All-Terrain Vehicles and Scooters owners spend on them Motorcycles Watercraft Side-by-Side V
Slide 11: A House of Brands...... Many Brands!
A House of Brands...... Many Brands! Motorcycles and Powersports Parts and Accessories rsonal use only MotorCycle Holdings Limited (ASX:MTO) | Investor Day Presentation | October 2026 | 11
Slide 12: MTO Transformation Objectives
MTO Transformation Objectives One Company. One Platform. Four Pillars rsonal use only Data Omni-channel Amazing Property Foundations Experience People Reform Trusted, accessible data A connected customer journey Support our people with strong Disciplined property strategy enabled by platforms that p
Slide 13: Building on our Strong Foundation
Building on our Strong Foundation Sales Volume: Total Group Financial: Total Group ($m)1 FY24 FY25 FY26 rsonal use only $789 20,120 $211.2 17,513 $650 EPS 34.8c 14,079 $582 $152.3 $163.0 17.4c 24.4c 12,192 10,113 10,565 14,491 15,637 18,875 $36.5 $19.6 $25.9 $13.8 $18.0 $25.7 FY24 FY25 FY26 Total Re
Slide 14: 2. The Modern Customer
rsonal use only 2. The Modern Customer Matthew Wiesner 14 MotorCycle Holdings Limited (ASX:MTO) | 14
Slide 15: Today's Rider Defies the Stereotype
Today’s Rider Defies the Stereotype Our Customers are younger, well paid, family-focused and defy the stereotype. rsonal use only Outdoors, social, lovers of brands & tech savvy 65% Of buyers are under 50 & 53% of intenders are under 35 44% have kids at home, 38% more likely than average $153k 56% a
Slide 16: The Next Wave of Customers Looks Different
The Next Wave of Customers Looks Different Motorbike households Bought in last 12 months Intend to buy Younger and more male rsonal use only 16% Under-25s rise to 38%; Under 25 18% 38% women fall from 48% to 28% 21% Gen Z 21% 43% 48% Women 36% More aspirational & optimistic 28% ‘Look At Me’ values 2
Slide 17: Where Our Customers Spend Their Time
Where Our Customers Spend Their Time Likelihood vs the average Australian (1.0× = average) On the water rsonal use only Motorbike households Bought in last 12 months Intend to buy Fishing 1.4–1.8×; water sports 1.2–1.5× 1.9× → Jet skis and marine Motor sports 3.0× 4.2× 1.4× Fishing 1.6× 1.8× Off-roa
Slide 18: Multiple Revenue Touchpoints in the Customer Lifecycle
Multiple Revenue Touchpoints in the Customer Lifecycle Our customers hobbies, lifestyle and psychographics underpin multi category purchases rsonal use only and follow on expenditure. Initial purchase Follow-on expenditure • Servicing and repairs New motorcycle • Parts and tyres Used motorcycle • Ac
Slide 19: 3. Wholesale and Retail Operations
rsonal use only 3. Wholesale and Retail Operations Michael Poynton MotorCycle Holdings Limited (ASX:MTO) | Investor Day Presentation | October 2026 | 19
Slide 20: Wholesale is a Core Strength
Wholesale is a Core Strength A significant wholesaler: 33% of revenue, 91% of segment profit rsonal use only • Our business has evolved over the last decade: we Total Revenue & are no longer a retail roll-up story Segment Profit ($m)* Other Income ($m)* Retail • Three distribution businesses (Vehicl
Slide 21: Our Wholesale Platform is Difficult to Recreate
Our Wholesale Platform is Difficult to Recreate Over 20 years we have built the brands, relationships and infrastructure that rsonal use only make wholesale an enduring profit centre Brand identification and market entry Build the Brand Proven brand-building track record Regulatory and technical exp
Slide 22: CFMOTO Case Study
CFMOTO Case Study CFMOTO growth demonstrates a repeatable process of taking a brand to market leadership rsonal use only Early entry into Australia Overcome Chinese-brand perceptions Build a credible dealer network Expand the model and category range Establish parts and aftersales support Grow to a
Slide 23: Long-term Growth Plan for CFMOTO for Australia
Long-term Growth Plan for CFMOTO for Australia We have spent a decade building up market leadership, and now we are aiming to turn our customers into repeat buyers for the next level of growth rsonal use only Retail units by segment and brand, actual 2016–2026e (Australia only) 16,000 13,234 15,383
Slide 24: Long-term Growth Plan for CFMOTO for New Zealand
Long-term Growth Plan for CFMOTO for New Zealand CFMOTO New Zealand has grown from a low base, with CFMOTO Road driving rapid recent growth, up 10x since 2021 to almost 40% of retail units rsonal use only Retail units by segment and brand, actual 2016–2026e (New Zealand only) 2,000 1,800 1,876 1,951
Slide 25: Delivering on our Plan
Delivering on our Plan The targets assume the product pipeline and support below are in place rsonal use only 2026+ GOES: build a second ORV brand Two ATVs at launch, range and dealer expansion from 2027 Quality over quantity: lifting dealer standards to drive higher throughput per dealer as 2026+ D
Slide 26: Retail Complementing Wholesale
rsonal use only Retail Complementing Wholesale Complementing Retail….. MotorCycle Holdings Limited (ASX:MTO) | Investor Day Presentation | October 2026 | 26
Slide 27: Retail: Direct Access to the Customer
Retail: Direct Access to the Customer Retail is where brands meet the customer – close to a million relationships started rsonal use only Direct Customer Access Builds Our Brands Close to a million relationships Supports our wholesale brands Customer data and insight Market power to build brands fas
Slide 28: FY27 Retail Structure
FY27 Retail Structure rsonal use only Dealerships/Stores 12 18 7 10 Locations National NSW/QLD VIC/SA/WA/ACT QLD/NSW/ACT/VIC Brands 1 15 11 30+ New Volume 2,500+ 8,000+ 7,000+ - Used Volume 3,000+ 5,500+ 3,000+ - Share of total market 3% 9% 8% - (circa) Group Revenue $200m+ $200m+ $150m+ $50m+ Motor
Slide 29: Harley-Davidson Case Study
Harley-Davidson Case Study We have approximately 50% of the premium Harley-Davidson market from 12 dealerships – Morgan & Wacker and Harley-Heaven being the core brands rsonal use only Harley-Davidson Financial: Harley-Davidson ($m) FY24 FY25 FY26 retail sales volumes $204.0 $151.5 $44.7 $134.3 2,92
Slide 30: Retail: Focus on Excellence
Retail: Focus on Excellence Less is more: driving operational excellence to lift our ★ OUR GOAL Not only the best, but the easiest for our rsonal use only retail PBT margin customers to do business with More with our strong brand partners Simplify the Portfolio Less with fringe brands Leverage our m
Slide 31: Property Review: Every Site Earning Its Place
Property Review: Every Site Earning Its Place All retail and warehouse properties are under review to get more from our footprint and rsonal use only reduce group rental cost Retail sites: all under review Warehouses: under review Optimise Exit Grow Lift returns from the sites Release cost tied up i
Slide 32: 4. Digital & Data Transformation Journey
rsonal use only 4. Digital & Data Transformation Journey Denise Tung MotorCycle Holdings Limited (ASX:MTO) | Investor Day Presentation | October 2026 | 32
Slide 33: The Road to Simplification
The Road to Simplification The Data Shift The Experience Shift The Technology Shift rsonal use only Silo, manual Single, Transactional Relational Monolithic Modular automated Improve data quality Omni-channel One Company and ownership customer experience architecture Single sources of Single View of
Slide 34: Data Foundations: Making Scale Visible and Actionable
Data Foundations: Making Scale Visible and Actionable From scattered data to decision-ready foundations across the customer, finance and rsonal use only operations omer Experie Personalisation ust nc e C Customer Insights Faster decisions Financial Performance Improved product range Data Product inf
Slide 35: Omni-Channel Experience: Reaching More Customers Everywhere
Omni-Channel Experience: Reaching More Customers Everywhere Increase conversion, customer retention and efficiencies in stock and inventory rsonal use only drives both top line and bottom-line growth Online & Physical Parts & Accessories One Company inventory Service & Finance/Insurance Proactive le
Slide 36: 5. Amazing People
rsonal use only 5. Amazing People Sarah Marshall MotorCycle Holdings Limited (ASX:MTO) | Investor Day Presentation | October 2026 | 38
Slide 37: Amazing People: A Deliberate Cultural Evolution
Amazing People: A Deliberate Cultural Evolution Moving from under-investment and high turnover to an employee experience that rsonal use only attracts, grows and retains the best people in our industry T HE ‘ AMAZ ING P EO P LE’ J O U RNEY Current State FY31 Ambition Make Work Easier 01 FOUNDATIONS
Slide 38: Amazing People: Making Great Performance Repeatable
Amazing People: Making Great Performance Repeatable Amazing People brings connected, sustained investment across the complete rsonal use only employee experience so people can perform, develop and stay 01 People systems 02 Performance culture 03 Fair, competitive reward 04 Leadership capability • HR
Slide 39: 6. Financial Framework
rsonal use only 6. Financial Framework John Wadley MotorCycle Holdings Limited (ASX:MTO) | Investor Day Presentation | October 2026 | 41
Slide 40: Strategy Execution to Value Creation
Strategy Execution to Value Creation Our ecosystem is made up of three interconnected segments rsonal use only Retail productivity Strategy Execution Commercial Growth Wholesale growth Broader category participation Motorcycle Improved revenue & margin mix Revenue Quality Recurring ownership revenue
Slide 41: FY31 Ambitions
5 Year Ambitions Wholesale Retail rsonal use only Revenue: *$400m+ Revenue: *$800m+ Financial Ambition (FY31) PBT Margin 12.5 -13.5% PBT Margin 2-3% • Margin maintenance • Margin improvement Operational Ambition • Inventory turns and ageing • Digital conversion & cross-channel activity • Property pr
Slide 42: 7. Closing
rsonal use only 7. Closing Matthew Wiesner 44 MotorCycle Holdings Limited (ASX:MTO) | 44
Slide 43: Positioned to Execute on our Group Strategy
Positioned to Execute on our Group Strategy • MTO combines an established Scale already established rsonal use only wholesale and distribution platform with Australia’s largest motorcycle retail network Wholesale already strong • Our strategy is to strengthen both Retail access already extensive eng
Slide 44: 8. Leadership Q&A
rsonal use only 8. Leadership Q&A Executive Team MotorCycle Holdings Limited (ASX:MTO) | Investor Day Presentation | October 2026 | 46