Fleetpartners Group Limited · ASX:FPR
Fleetpartners — Shareholder Meeting (January 2025)
17 slides from Fleetpartners's shareholder meeting presentation, Jan 23, 2025
Slide 1: FleetPartners Group 2025 Annual General Meeting Presentation Materials
23 January 2025 ASX Release Market Announcement Office Australian Securities Exchange 20 Bridge Street Sydney NSW 2000 FLEETPARTNERS GROUP 2025 ANNUAL GENERAL MEETING PRESENTATION MATERIALS Please see attached the presentation materials which are to be displayed at this morning’s Annual General Meet
Slide 2: FleetPartners Group Limited (ASX:FPR)
FleetPartners Group Limited (ASX:FPR) 23 January 2025
Slide 3: Legal disclaimer
Legal disclaimer This Presentation contains summary information about FleetPartners Group Limited (FleetPartners) and its subsidiaries and their activities, current as at the date shown on the front page of this Presentation. The information in this Presentation does not purport to be complete. It s
Slide 4: Acknowledgement of Country
Acknowledgement of Country In the spirit of reconciliation, FleetPartners acknowledges the traditional owners of the lands and waters across the Australian continent and we pay our respects to the many thousands of generations who looked after the lands and waters where we currently live and work to
Slide 5: Agenda
Agenda 1. Chair’s address 2. Chief Executive Officer & MD’s address 3. Voting
Slide 6: 1. Chair's address
1. Chair’s address Gail Pemberton Chair
Slide 7: Board of Directors and Executive team
Board of Directors and Executive team Board of Directors Chair NED NED NED NED NED Gail Pemberton Fiona Trafford-Walker Russell Shields Cathy Yuncken Rob McDonald Mark Blackburn Executive CEO & MD Damien Berrell CFO James Owens COO Adriana Sheedy CCO Daniel Thompson MD NZ Russell Webber CLO Annemari
Slide 8: FY24 performance highlights
FY24 performance highlights FY24 highlighted record NBW and AUMOF1, growing at 21%2 and 11%, respectively STRATEGIC PATHWAYS A RECURRING ONGOING DELIVERY DRIVING STRONG GROWTH REVENUE MODEL OF SHAREHOLDER RETURNS 21%2 $159m $88m Strategic Pathways delivering NOI pre EOL and Provisions – 2H24 growth
Slide 9: FY24 Environmental, Governance and Social highlights
FY24 Environmental, Governance and Social highlights Proudly supporting the communities in which we live and work Achieved re-certification Citation for the third 1 of the top 5 Endorsed 6.1% annual reduction in across all our operations consecutive year Employers for paid time off overall gender pa
Slide 10: 2. CEO & MD's address
2. CEO & MD’s address Damien Berrell CEO & MD
Slide 11: 13% increase in adjusted cash EPS
13% increase in adjusted cash EPS1 Earnings per share growth underpinned by solid earnings performance and the benefit of fewer shares on issue due to the buy-back Cash EPS growth Strategic Capital Adjusted cash EPS1 Accelerate Pathways Management Elevated EOL performance2 36.5c 33.4c Driving gr
Slide 12: Strategic Pathways – FY24 highlights
Strategic Pathways – FY24 highlights Good momentum maintained across the three target markets of Strategic Pathways Corporate AU & NZ Small Fleets2 Novated • $482m1 NBW in FY24 – up 20% on pcp • Record AU NBW in FY24 of $47m – up 41% on pcp • Record NBW in FY24 of $331m – up 36% on pcp • New custome
Slide 13: Accelerate
Accelerate Business transformation program that aims to leverage the scale created by Strategic Pathways to maximise profitability Simplified technology stack Standardised operational processes One go-to-market brand Moving from 2 operational systems (ERPs) Greater economies of scale Consolida
Slide 14: Capital management
Capital management 1H25 buy-back of $30m announced representing 65% of 2H24 NPATA Cumulative buy-back1 Comments • Share buy-back of $29.4m completed in 2H24, reflecting the buy-back of $27.0m declared with the 1H24 results and an additional $2.4m bought back in September 2024 • 1H25 share buy-back o
Slide 15: 1Q25 trading update
1Q25 trading update NOI pre EOL and Provisions up 6% on pcp driven by asset growth, offset by the expected reduction of leases in extension Operating environment 1Q25 performance highlights • Customer demand continues to be robust across Fleet Australia and Novated, whilst 6-month period Fleet New
Slide 16: FY25 expectation analysis
FY25 expectation analysis NOI pre EOL and provisions margin normalisation and funding transition expected to partially offset growth in AUMOF FY25 FY24A Comments (changes to expectation comments indicated in italics) (expectation) • Growth in average AUMOF partially offset by reduction in management
Slide 17: Thank you
Thank you fleetpartners.com.au
FleetPartners Group — Shareholder Meeting (January 2025) on 6ix