Connexion Mobility Ltd · ASX:CXZ
Connexion Mobility — Shareholder Meeting (October 2025)
32 slides from Connexion Mobility's shareholder meeting presentation, Oct 16, 2025
Slide 1: 2025 Annual General Meeting presentation
ASX Announcement 16 October 2025 2025 Annual General Meeting presentation Connexion Mobility Ltd (“CXZ”, “Connexion” or “the Company”) provides the attached presentation to be delivered to shareholders at the Company’s 2025 Annual General Meeting to be held at 9:00am (AEDT) today as a virtual meetin
Slide 2: Mobility Platform 2025 Annual General Meeting
Mobility Platform 2025 Annual General Meeting For personal use only
Slide 3: Agenda
Agenda 1 Introduction GROUP AGM PRESENTATION For personal use only OCTOBER 2025 2 Industry 3 Product & Growth 4 FY25 Results 5 Outlook 6 Q&A 2
Slide 4: Introduction
Introduction For personal use only 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
Slide 5: 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) For personal use only and Manufacturer (“OEM” and franchisor) • The US is home to circa 17,000 franchised dealerships OEM
Slide 6: 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 7: Product Portfolio
Product Portfolio SHUTTLE COURTESY RENTAL For personal use only MOBILE PAID RENTAL SERVICE One Platform, Moving People, Parts, and Vehicles LOT & FLEET RIDEHAIL MANAGEMENT PICK-UP & TEST DRIVES DELIVERY 6
Slide 8: Current State For OEMs
Current State For OEMs OEM For personal use only Courtesy Rental 7
Slide 9: Current State For OEMs
Current State For OEMs OEM For personal use only Courtesy Rental Mobile Service Ridehail Lot & Fleet Management Pick-up & Delivery Shuttle Test Drive Paid Rental 8
Slide 10: Current State For OEMs
Current State For OEMs OEM For personal use only Courtesy Rental Mobile Service Ridehail Lot & Fleet Management Pick-up & Delivery Shuttle Test Drive Paid Rental 9
Slide 11: Future State For OEMs
Future State For OEMs OEM Connexion Platform For personal use only Courtesy Rental Mobile Service Ridehail Lot & Fleet Management Pick-up & Delivery Shuttle Test Drive Paid Rental 10
Slide 12: Future State For OEMs
Future State For OEMs FLEXIBILITY Innovate For personal use only 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 13: Future State For OEMs
Future State For OEMs Connexion empowers OEMs to… Consolidate Simplify Audits For personal use only 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 De
Slide 14: Future State For Dealers
Future State For Dealers MARKETPLACE For personal use only 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 15: Future State For Dealers
Future State For Dealers Connexion empowers Dealers to… Consolidate Focus For personal use only 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 En
Slide 16: In Development: Product Strategy
In Development Product Strategy Future Development Connexion Platform Marketplace For personal use only B2B Rental Shuttle Ridehail Customer Mobile Loaner Paid Shuttle Service Connexion B2C Rental Multi-Year Endeavour, Higher Risk 15
Slide 17: 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 18: Marketplace
Marketplace Marketplace economics will be a key driver of long-term financial performance For personal use only 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 chu
Slide 19: User Engagement
User Engagement User Engagement General High Manager Moderate Little/none Finance Fixed Ops Variable Ops Director Director For personal use only 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 opportun
Slide 20: Long-term Shareholder Value Objective
Growth Pursuit TSR Internal 10-20 Target* % > Long-term Shareholder Value S&P ASX All Technology index Objective Key Result For personal use only 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 Targe
Slide 21: FY25 Performance
FY25 Performance Achievements Challenges Lessons & Next Steps For personal use only 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 Deal
Slide 22: FY25 Results
For personal use only 21 FY25 Results
Slide 23: Key Trends
Key Trends For personal use only 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, support
Slide 24: 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 For personal use only $2,000,000 $1,000,000 Our P&L exhibits the strong operating leverage $- $- typical of an early-stage SaaS company,
Slide 25: Net Profit Before Tax
Net Profit Before Tax Annual Profit before Tax $4,500,000 FY24 - FY25 +139k $4,000,000 +152k For personal use only +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 Resear
Slide 26: Revenue Split
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% For personal use only the scalable, SaaS component of its business. 10% 0% This focus is refle
Slide 27: Marketplace
Marketplace Quarterly Marketplace subscriptions 200 180 9 160 140 4 For personal use only 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 eac
Slide 28: 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 For personal use only - Connexion’s long-term, objective is to improve the FY23 FY24 FY25 size, sustainability and diversifica
Slide 29: 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. For personal use only • Our strong balance sheet supports a meaningful allocation to both. • We are actively
Slide 30: Summary
Summary 2025 AGM AGM PRESENTATION For personal use only • 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 o
Slide 31: Outlook
Outlook We believe Connexion’s outlook to be positive for the following reasons: For personal use only 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. Deliver
Slide 32: Shareholder Q&A
Mobility Platform For personal use only Shareholder Q&A
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