Freetrailer Group A/s · NGM:FREETR
Freetrailer Group A/s — Q4 2024/2025 Earnings Presentation
28 slides from Freetrailer Group A/s's earnings presentation, September 2025
Slide 1: Investor Presentation
September 2025 Investor Presentation Driving growth through technology, partnerships, and market expansion Nicolai Frisch Erichsen Group CEO Freetrailer Group A/S nicolai.frisch@freetrailer.com Martin Damm Group CFO Freetrailer Group A/S martin.damm@freetrailer.com
Slide 2: Important notice
Important notice 1. This presentation includes forward-looking statements based on current expectations. Actual results may differ due to risks and uncertainties. 2. Freetrailer Group A/S is not obliged to update these statements unless required by law. 3. Data reflects the period Q4 2024/2025, as o
Slide 3: Agenda
1 Highlights in Freetrailer Q4 2024/2025 2 Freetrailer at a glance 3 Financial Performance & Key Figures 4 Market developments and international expansion 5 Strategy: Mont Blanc 2027 Agenda 6 2025/2026 Outlook
Slide 4: Highlights in Freetrailer Q4 2024/2025
Highlights in Freetrailer Q4 2024/2025 Freetrailer Group A/S | Investor | September 2025 4
Slide 5: Freetrailer at a glance
Freetrailer at a glance Pioneers in sharing economy: Founded in 2004 – first mover Market leader: Growing footprint: in digital trailer +1.5m rentals/year, Active in rentals 724,000+ app users 5 countries Trusted by partners: Scalable tech model: 225+ retail brands 100% app-based including IKEA, 1,6
Slide 6: Financial Performance & Key Figures
Freetrailer Group A/S Financial Performance & Key Figures
Slide 7: Change to Accounting Class C
Change to Accounting Class C Freetrailer Group A/S | Investor | September 2025 7
Slide 8: From EBITDA to EBIT
From EBITDA to EBIT • Apply EBIT as Freetrailer’s primary • Includes capitalisation of IT investments earnings measure in future reporting • Provides a clearer and more accurate • Reflects new recognition method for picture of operating performance financial lease agreements Freetrailer Group A/S |
Slide 9: Share Buyback
Share Buyback • In Q4, Freetrailer completed a DKK 20m share buyback • Now holds 248,498 treasury shares • EPS reported with and without treasury shares Freetrailer Group A/S | Investor | September 2025 9
Slide 10: Key Figures for Rentals
Key Figures for Rentals Number of rental products* Number of rentals* Utilisation rate* 30-06-2025 30-06-2024 Q4 24/25 Q4 23/24 Q4 24/25 Q4 23/24 Denmark 2,248 2,150 204,846 187,639 101.2% 97.0% Sweden 2,246 1,792 166,870 149,822 84.6% 93.5% Norway 847 740 70,066 55,770 91.8% 86.7% Germany 308 185 9
Slide 11: Development in Rental Numbers, 2018–2025
Development in Rental 1,540,969 Numbers, 2018–2025 1,278,166 907,874 770,286 CAGR of 613,260 24% since 483,095 June 2018 388,053 344,686 Jun 2018 Jun 2019 Jun 2020 Jun 2021 Jun 2022 Jun 2023 Jun 2024 Jun 2025 Freetrailer Group A/S | Investor | September 2025 12
Slide 12: Development in Trailer Numbers, 2019–2025
Development in Trailer 5,876 Numbers, 2019–2025 4,867 3,626 2,801 CAGR of 2,146 26,2% since June 2019 1,617 1,457 Jun 2019 Jun 2020 Jun 2021 Jun 2022 Jun 2023 Jun 2024 Jun 2025 Freetrailer Group A/S | Investor | September 2025 13
Slide 13: Quarterly Revenue
2020/2021 2021/2022 2022/2023 2023/2024 2024/2025 DKK MILLION Quarterly Revenue 39.6 33.2 31.7 28.4 28.3 26.5 25.3 22.4 20.6 19.7 17.8 16.2 17.0 16.8 15.5 16.0 14.1 12.7 11.7 11.6 Q1 Q2 Q3 Q4 Freetrailer Group A/S | Investor | September 2025 14
Slide 14: Revenue Stream
Customer & partner driven revenue Others revenue DKK MILLION 129.5 2% Revenue Stream 105.9 4% CAGR of 23% since 2017/2018 75.1 6% 62.6 98% 7% 51.9 96% 8% 40.8 34.7 9% 94% 30.2 10% 93% 11% 92% 91% 90% 89% 2017/2018 2018/2019 2019/2020 2020/2021 2021/2022 2022/2023 2023/2024 2024/2025 Freetrailer Grou
Slide 15: EBIT over the years
Guidance 25.0 DKK MILLION EBIT EBIT DKK 20–28m over the years 15.4 10.8 5.9 6.2 1.9 -3.3 -4.0 2017/2018 2018/2019 2019/2020 2020/2021 2021/2022 2022/2023 2023/2024 2024/2025 Freetrailer Group A/S | Investor | September 2025 17
Slide 16: EBIT Margin over the years
DKK MILLION EBIT Margin over the years 17.2 19.3 14.6 11.4 8.2 4.5 -9.6 -13.3 2017/2018 2018/2019 2019/2020 2020/2021 2021/2022 2022/2023 2023/2024 2024/2025 Freetrailer Group A/S | Investor | September 2025 18
Slide 17: Annual Profit
Our annual profit DKK MILLION reflects strong Annual Profit operational performance, driven by both revenue growth and improving margins. 17.8 12.0 8.1 4.6 4.2 1.2 -2.7 -3.5 2017/2018 2018/2019 2019/2020 2020/2021 2021/2022 2022/2023 2023/2024 2024/2025 Freetrailer Group A/S | Investor | September 2
Slide 18: Earnings Per Share
EPS continues 1.89 to rise, driven Earnings Per Share by improved profitability, efficient scaling and buy back. 1.25 0.85 0.50 0.44 0.13 -0.30 -0.38 2017/2018 2018/2019 2019/2020 2020/2021 2021/2022 2022/2023 2023/2024 2024/2025 Freetrailer Group A/S | Investor | September 2025 20
Slide 19: Goals and Objectives for 2025/2026
Goals and Objectives for 2025/2026 Revenue EBIT DKK 145–155m DKK 20–28m Freetrailer Group A/S | Investor | September 2025 21
Slide 20: Investing in scale
Our Focus for Growth Investing in scale
Slide 21: From trailer rentals to Outdoor Media
From trailer rentals to Outdoor Media Measurable outdoor New growth stream media in motion Trailers are now mobile ad Media offering is gaining spaces, tracked in real time traction as an add-on, for impressions, distance and aligning with our 2027 “eye-ball” effect. strategy. Freetrailer Group A/S
Slide 22: Core markets power expansion
Locations in Denmark, Sweden, Norway, Germany and the Netherlands Core markets power 1,609 expansion Freetrailer’s core markets, driving stable cash flow and high rental 211 volumes. The steady performance supports Freetrailer's expansion into Germany and the Netherlands. 754 Key Metrics 91% → 733,0
Slide 23: Our focus for growth
Our focus for growth AI & Automation B2B Pricing model optimisation Smarter service, automated Easy trailer access for professionals. Using data to refine user add-ons and maintenance, personalised marketing. maximise partner returns. New Revenue Streams Strategic partnerships Data and Sales driven
Slide 24: Mont Blanc Strategy 2024–2027
Strategy 2024–2027 Mont Blanc Freetrailer Group A/S | Investor | September 2025
Slide 25: Three Strategic Pillars Key Growth Drivers
Three Strategic Pillars Key Growth Drivers Growth ONE Team ONE Increase brand visibility Culture platform and expand into new Invest in technology Foster a high-performance markets, focusing on to improve scalability team across all markets to driving revenue growth in and efficiency. drive faster e
Slide 26: 780,000+ Freetrailer-app users
780,000+ Freetrailer-app users 724.023 784.664 Since the launch of our new app in June 669.889 2024 until the end of June 2025, we have 611.061 over 780,000 Freetrailer-app users. An app 557.280 that has taken a quantum leap in security 511.281 and user experience. On average, users 471.794 borrow a
Slide 27: Our Management
Our Management Nicolai Frisch Martin Damm Maj-Britt Sara Lyngsøe Lasse Ott Kartin CEO CFO Brøchner-Mortensen CMO CTO CSO Freetrailer Group A/S | Investor | September 2025 36
Slide 28: Q&A
Q&A Freetrailer Group A/S | Investor | September 2025 38
Freetrailer Group — Q4 2024/2025 Earnings Presentation on 6ix