Connexion Mobility Ltd · ASX:CXZ
Connexion Mobility — Shareholder Meeting (October 2026)
29 slides from Connexion Mobility's shareholder meeting presentation, Oct 15, 2026
Slide 1: 2026 Annual General Meeting presentation (ASX Announcement)
ASX Announcement 15 October 2026 For personal use only 2026 Annual General Meeting presentation Connexion Mobility Ltd (“Connexion” or “the Company”) provides the attached presentation to be delivered to shareholders at the Company’s 2026 Annual General Meeting to be held at 9:00am (AEDT) today as a
Slide 2: 2026 Annual General Meeting
C O N N E X I O N M O B I L I T Y · A S X : C X Z rsonal use only 2026 Annual General Meeting Building a diversified automotive software & services company O C T O B E R 2 0 2 6 · G R O U P
Slide 3: Agenda
2026 AGM 01 Introduction Agenda 02 Strategy rsonal use only 03 Connexion Software 04 Connexion Automotive 05 FY26 Results 06 Outlook Q&A Shareholder Q&A CONNEXION MOBILITY · 2026 AGM PRESENTATION 2
Slide 4: Introduction
rsonal use only 01 Introduction Who Connexion is today, and how FY26 changed us
Slide 5: An automotive software & services company
INTRODUCTION An automotive software & services company rsonal use only Connexion is a public automotive software & services holding company. Our mission is to be the “Connexion” between Fleet Owners and the Future of Mobility. Connexion Software Connexion Automotive Net Cash & Investments Our core.
Slide 6: A transformative twelve months
INTRODUCTION A transformative twelve months rsonal use only SEP 2025 Q3 FY26 MAY 2026 Q4 FY26 OCT 2026 EARLY 2027 Acquired 27.28% of GM Canada selects Acquired Hallam Road GM US extends Hyundai Motor Scheduled US national Covertrue Group, OnTRAC as exclusive Automotive, launching agreement to 31 Dec
Slide 7: Strategy
rsonal use only 02 Strategy Clear strategic and financial objectives, all fully funded
Slide 8: Our top priority: long-term Shareholder value
STRATEGY Our top priority: long-term Shareholder value rsonal use only Shareholder value is a function of the size, sustainability and diversification of our earnings per share. Size Sustainability Diversification Organic operating earnings growth, combined Recurring revenue and deep, long-standing
Slide 9: Two Platform Companies, one ambition
STRATEGY Two Platform Companies, one ambition rsonal use only Connexion Software Connexion Automotive The single software platform through which our Shape the gold standard of customer experience in automotive customers move people, parts and vehicles. automotive service & repair. Proactively invest
Slide 10: Four levers for revenue diversification
STRATEGY · CONNEXION SOFTWARE Four levers for revenue diversification rsonal use only 1 Deepen existing OEM relationships 2 Reach other departments within OEM customers GM US extension; GM Canada EEP customisation New programs beyond courtesy transportation 3 Win OEMs beyond existing customers 4 Dee
Slide 11: Five sources of value from each workshop we add
STRATEGY · CONNEXION AUTOMOTIVE Five sources of value from each workshop we add rsonal use only Pricing matrix Procurement arbitrage One labour pricing model applied across every Group supplier terms on parts, tyres and fluids workshop Central back-office Bookings, finance, HR and systems run once f
Slide 12: What makes an attractive Platform Company
STRATEGY · M&A What makes an attractive Platform Company rsonal use only A business that… We can understand We can add value to Is well-established Run by capable, well-established management We seek a logical industry fit with our portfolio, spanning the intersection of Balances growth and profitab
Slide 13: Connexion Software
rsonal use only 03 Connexion Software Our core, now serving a second major OEM
Slide 14: Hyundai Motor America: Dealer Lot Management
CONNEXION SOFTWARE · ANNOUNCED 7 OCT 2026 Hyundai Motor America: Dealer Lot Management rsonal use only Connexion is the exclusive supplier for the software design, development and management behind HMA's national launch of its connected car-powered DLM Exclusive Platform. software supplier to HMA fo
Slide 15: Why the HMA appointment matters
CONNEXION SOFTWARE Why the HMA appointment matters rsonal use only Diversifies beyond General Motors “Dealer Lot Management extends connectivity into A new OEM customer, directly addressing customer concentration dealership operations, helping dealers better understand vehicle status, improve readin
Slide 16: FY26 software highlights
CONNEXION SOFTWARE FY26 software highlights rsonal use only GM Canada launch GM US extension OnTRAC selected as exclusive platform for GM Canada's Enhanced Agreement extended to 31 December 2026, while the contract renewal Exposure Program, after a paid pilot and multi-lingual rollout. process proce
Slide 17: Connexion Automotive
rsonal use only 04 Connexion Automotive Our second Platform Company
Slide 18: Hallam Road Automotive
CONNEXION AUTOMOTIVE · ANNOUNCED 22 MAY 2026 Hallam Road Automotive rsonal use only We acquired 100% of the assets of Hallam Road Automotive, a premier service & repair centre in Melbourne's South-East, giving us an operating footprint in the automotive aftermarket. A$5.0m 25 – 35% AUD 12 mo total p
Slide 19: FY26 Results
rsonal use only 05 FY26 Results Record revenue, and more diversified earnings
Slide 20: FY26 at a glance
FY26 RESULTS FY26 at a glance rsonal use only Revenue Gross Profit Net Profit Before Tax Diluted EPS $12.3m $7.5m $3.2m 0.31¢ ▲ 10% vs FY25 ▼ 1% vs FY25 ▼ 1% vs FY25 ▲ 9% vs FY25 • Revenue growth from Connexion subscriptions, GM Canada's EEP and one month of HRA • Higher Cost of Sales offset revenue
Slide 21: FY26 highlights
FY26 RESULTS FY26 highlights rsonal use only Revenue* Net Cash & Investments $12.3m $11.2m $5.9m $9.8m $5.0m Revenue grew 10% to a record $12.3m, while $6.6m $3.5m $3.7m NPBT of $3.2m was in-line with FY25, as we $4.4m $3.8m $2.3m $2.7m reinvested in the business. Free cashflow rose to $2.1m, and ou
Slide 22: A second half of successive records
FY26 RESULTS A second half of successive records rsonal use only US$ Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Revenue $2.9m $2.9m $3.0m $3.4m Gross Profit $1.9m $1.7m $1.9m $2.0m Net Profit Before Tax $0.7m $0.8m $0.6m $1.1m AMRR $10.7m $10.5m $11.5m $11.6m Customer Diversification AMRR $0.3m $0.3m $1.2m $1.
Slide 23: Earnings are becoming more diversified
FY26 RESULTS Earnings are becoming more diversified rsonal use only Diluted EPS by earnings stream US cents, FY21 – FY26 13% Net Cash & Investments Connexion Automotive Connexion Software of FY26 Group NPAT from investment earnings, up from 10% in FY24 and FY25 0.31¢ 0.29¢ 0.18¢ 0.19¢ 3 0.26 0.27 0.
Slide 24: EPS has compounded 40% p.a. since FY21
FY26 RESULTS EPS has compounded 40% p.a. since FY21 rsonal use only FY21 FY22 FY23 FY24 FY25 FY26 NPBT $0.62m $0.41m $2.60m $2.66m $3.24m $3.20m NPAT $0.51m $0.15m $1.76m $1.88m $2.48m $2.45m Weighted average shares 880.2m 881.0m 962.5m 966.0m 861.3m 777.8m EPS 0.06¢ 0.02¢ 0.18¢ 0.19¢ 0.29¢ 0.31¢ EP
Slide 25: Capital management
FY26 RESULTS Capital management rsonal use only Connexion’s long-term Shareholder value is a function of both operational and capital management. We allocate capital 115.3m shares repurchased in FY26 across both product-based and share-based investments. ~352m shares repurchased to date, avg A$0.022
Slide 26: Outlook
rsonal use only 06 Outlook Entering FY27 in our strongest position to date
Slide 27: FY27 priorities, all fully funded
OUTLOOK FY27 priorities, all fully funded rsonal use only 01 02 03 Software Automotive Capital Expand SaaS capabilities, OEM relationships Drive operational synergies and service Disciplined allocation, evaluating accretive and commercial partnership channels in North standards within Connexion Auto
Slide 28: Summary
2026 AGM Summary rsonal use only • From single-product SaaS company to diversified automotive software & services company • Record FY26 revenue of $12.3m, and diluted EPS up 7% • Hyundai Motor America appointment extends our OEM base beyond GM • Connexion Automotive established, with immediately acc
Slide 29: Shareholder Q&A
C O N N E X I O N M O B I L I T Y · A S X : C X Z rsonal use only Shareholder Q&A connexionmobility.com
Connexion Mobility — Shareholder Meeting (October 2026) on 6ix