Autosports Group Ltd · ASX:ASG

Autosports — 2026 Macquarie Australia Conference

26 slides from Autosports's conference presentation, May 7, 2026

  1. Slide 1: 2026 Macquarie Australia Conference Presentation ASX Announcement

    Autosports Group Limited A.C.N. 614 505 261 All Correspondence P.O Box 635 Five Dock NSW 2046 7 May 2026 Telephone: (02) 9509 0662 Facsimile: (02) 9509 0668 Website: autosportsgroup.com.au ASX Announcement 2026 Macquarie Australia Conference Presentation Autosports Group Limited (ASX: ASG) provides

  2. Slide 2: 2026 Macquarie Australia Conference

    For personal use only 2026 MACQUARIE AUSTRALIA CONFERENCE 7 MAY 2026

  3. Slide 3: Introduction to ASG

    2 INTRODUCTION TO ASG BRAND FOCUS ASG was established in 2006 and operates one of Australia's largest networks of luxury and prestige car dealerships. For personal use only 11 9 9 8 HISTORY ▪ Established 20 years ago by founders and major shareholders, Ian Pagent and Nick Pagent 5 5 5 5 ▪ 94 new car

  4. Slide 4: ASG's unique luxury strategy is driving scalable growth

    ASG’S UNIQUE LUXURY STRATEGY IS DRIVING SCALABLE GROWTH TOTA L B US I N E S S For personal use only 94 127,000 12% New vehicle and New vehicle customer leads H1 FY26 all revenue motorcycle outlets grew 12% to ~127,000 in CY25 streams up vs PCP vs CY24 COR E BU S I N E S S 10% 16% Revenue CAGR Parts

  5. Slide 5: Proven record of revenue growth

    4 PROVEN RECORD OF REVENUE GROWTH 3,500 For personal use only 3,000 2,500 CAGR 10% 2,000 $'000s 1,500 1,000 500 - FY16 FY17 pro FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 H1 FY26 forma

  6. Slide 6: Proven record of gross profit growth

    5 PROVEN RECORD OF GROSS PROFIT GROWTH 600 For personal use only 500 CAGR 13% 400 300 200 100 0 FY16 FY17 pro FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 H1 FY26 forma

  7. Slide 7: Improved revenue balance drives resilience

    IMPROVED REVENUE BALANCE DRIVES RESILIENCE R EV EN U E B Y B R A N D R EV EN U E B Y S TA T E G R OS S P R O F I T C ON T R I B U T IO N For personal use only FY16 FY16 REVENUE CONTRIBUTION FY16 5% 3% 2% 4% AUDI VOLKSWAGEN 39% 8% NSW 41% MERCEDES-BENZ FRONT END QLD 19% MAZDA 48% 48% VIC BACK END VOL

  8. Slide 8: Property portfolio underwrites debt

    PROPERTY PORTFOLIO UNDERWRITES DEBT Delivers strength and flexibility Corporate debt and property For personal use only 300,000 300,000 PROPERTY TARGET ACQUISITION CRITERIA ▪ To control critically important retail sites attractive to OEM partners 250,000 250,000 ▪ Flagship location in key metropolit

  9. Slide 9: Proven record of growth

    8 PROVEN RECORD OF GROWTH 2017 ▪ Doncaster BMW ▪ Bundoora BMW Body Shop ▪ Melbourne BMW 2018 ▪ Canterbury BMW ▪ Doncaster MINI Garage ▪ Melbourne MINI Garage ▪ Mosman Smash ▪ Doncaster Motorrad ▪ Melbourne Motorrad Since listing on the ASX in 2016, Autosports Group has made acquisitions of 531 ACQUI

  10. Slide 10: FY26 key acquisition led growth

    FY26 KEY ACQUISITION LED GROWTH Solitaire Automotive Group and Barry Bourke Motors For personal use only Meaningful and strategically aligned growth • ~$500 million in combined annual revenue • Funded with a combination of debt and scrip • Key OEM relationships of Audi, Land Rover, Aston Martin and

  11. Slide 11: Greenfields growth - Geely Holdings Group

    10 GREENFIELDS GROWTH - GEELY HOLDINGS GROUP +40% FYTD2 +1,529% FYTD1 +1,461% FYTD1 -7% FYTD1 For personal use only 5 X POLESTAR SITES 3 X ZEEKR SITES 2 X GEELY SITES 9 X VOLVO CARS SITES ▪ Artarmon and Rushcutters Bay ▪ South Yarra and Doncaster in ▪ Leichhardt in Sydney ▪ Five Dock, Parramatta, in

  12. Slide 12: What is happening

    11 WHAT IS HAPPENING The new car market is rapidly evolving in terms of brand and engine type • Total market is stable +0.7% FYTD1 For personal use only • Luxury brands are resilient up 4.3%1 FYTD • BEV sales are up 92%1 FYTD • Shift to BEV has accelerated since Iran war ASG strongly positioned • AS

  13. Slide 13: Revenue and profit implications

    12 REVENUE AND PROFIT IMPLICATIONS • BEV and ICE unit economics similar • BEV deliveries lagging orderwrite as demand exceeds supply For personal use only • Benefits of increased orderbank largely sit in FY27 customer deliveries • ASG total orderbank exceeds largest post-Covid orderbank • Employment

  14. Slide 14: Consistent strategy

    For personal use only CONSISTENT STRATEGY

  15. Slide 15: Autosports Group strategy

    AUTOSPORTS GROUP STRATEGY We repre ent the world’ great pre tige and luxury brand , from the be t location For personal use only PURPOSE STRATEGY DRIVE ENDLESS POSSIBILITIES PRESTIGE AND LUXURY BRANDS, PRIME LOCATIONS For our customers, employees, shareholders and OEMs through innovation, excellence

  16. Slide 16: Autosports Group strategy

    AUTOSPORTS GROUP STRATEGY We provide the mo t reliable di tribution ource for luxury OEM’ For personal use only PRIME LOCATION STRATEGY BRAND PORTFOLIO EXCELLENCE Secure and maintain flagship locations The prestige and luxury OEM partner of choice. in key metropolitan markets CUSTOMER EXPERIENCE OPE

  17. Slide 17: Awards & recognition

    For personal use only AWARDS & RECOGNITION Our high-performance culture delivers for our OEMs customers and staff

  18. Slide 18: Celebrating Dealer of the Year awards

    CELEBRATING 17 DEALER OF THE YEAR AWARDS For personal use only Audi Five Dock Mercedes Benz Toowong, Macgregor & Hornsby Melbourne BMW Ducati Sydney 1st Place Major Metropolitan Dealer of the Year Circle of Excellence Major Metro Dealer of the Year Asia Pacific Dealer of the Year Audi Indooroopilly

  19. Slide 19: Outlook

    18 OUTLOOK Enhanced growth platform drives positive outlook For personal use only THE LUXURY SHIFT TOWARDS FORWARD ORDER MARKET REMAINS BEV PRODUCT BANKS AT RECORD RESILIENT TO CONTINUE LEVELS INFLATIONARY FULL YEAR CYCLING OF GREENFIELDS MERCEDES- PRESSURES IN BARRY BOURKE AND BENZ EXPANSION IN EMP

  20. Slide 20: Appendix

    For personal use only APPENDIX

  21. Slide 21: H1 FY26 statutory result recap

    20 H1 FY26 STATUTORY RESULT RECAP $m H1 FY26 H1 FY25 Growth on PCP Total Revenue 1,518.6 1,369.4 10.9% REVENUES Cost Of Goods Sold (1,229.2) (1,119.1) 9.8% For personal use only ▪ Revenues grow with like for like growth of $44 million and Gross Profit 289.1 250.4 15.6% acquired and greenfield growth

  22. Slide 22: H1 FY26 results recap

    21 H1 FY26 RESULTS RECAP H1 FY26 H1 FY25 Movement REVENUE IMPROVING Revenue % $’ millions $’ millions $’ millions ▪ All revenue drivers are up in H1 FY26 over H1 FY25 For personal use only New Vehicles 860 788 72 9% ▪ New vehicle revenue up 9% in H1 FY26 over H1 FY25 driven by prior Used Vehicles 37

  23. Slide 23: Track record of revenue growth

    TRACK RECORD OF REVENUE GROWTH Since listing on the ASX in 2016, Autosports Group has grown its revenue by 98% at a CAGR of 10% per annum For personal use only GROWTH SUPERCHARGED BY CONSISTENT LUXURY FOCUSED M&A 1 2 3 16 Acquisitions Identified pipeline Portfolio completed management ASG has achiev

  24. Slide 24: ASG enhanced platform

    ASG ENHANCED PLATFORM For personal use only Luxury brands deliver Prime locations higher gross margin secure ASG access to potential with fewer growth corridors and competitors resilient cost base ASG’S ENHANCED PLATFORM IS UNIQUELY POSITIONED TO DELIVER: ✓ High growth ✓ High margin ✓ Dominant marke

  25. Slide 25: For personal use only

    2006 Audi Five Dock 2006 Audi Sutherland 2007 Audi Centre Parramatta 2008 Autohaus Prestige 2009 Prestige AutoTraders 2010 Audi Centre Mosman 2014 Toowong Mazda 2014 Mercedes-Benz Toowong 2014 Mercedes-Benz Macgregor 2014 Lamborghini Sydney 2014 Castle Hill Volkswagen 2015 Volvo Cars Five Dock 2015

  26. Slide 26: Important notice and disclaimer

    25 IMPORTANT NOTICE AND DISCLAIMER This presentation contains summary information about Autosports Group Limited (ACN 614 505 261) (ASG) and its activities current as at the date of this presentation. The information in this presentation is of general background and doe not purport to be complete. I

Autosports Group — 2026 Macquarie Australia Conference on 6ix