Tourism Holdings Limited · NZX:THL
Tourism — ASX CEO Connect Conference December 2025
12 slides from Tourism's conference presentation, Dec 2, 2025
Slide 1: Presentation at ASX CEO Connect Conference
Tourism Holdings Limited 470 Oruarangi Road, Māngere, Auckland 2022 PO Box 4293, Shortland Street, Auckland 1140, New Zealand www.thlonline.com 2 December 2025 NZX | ASX | MEDIA RELEASE TOURISM HOLDINGS LIMITED (thl) PRESENTATION AT ASX CEO CONNECT CONFERENCE Attached is the presentation to be deliv
Slide 2: ASX CEO Connect – December 2025
For personal use only ASX CEO CONNECT – DECEMBER 2025
Slide 3: Disclaimer
Disclaimer This presentation contains This presentation has been performance information given This presentation does not take For personal use only forward-looking statements and prepared for publication in New in this presentation is given for into account any specific projections. These reflect t
Slide 4: Who we are
ASX CEO CONNECT PRESENTATION 3 Who we are A global tourism operator listed on the NZX and ASX, the largest commercial RV rental operator in the world, with operations across manufacturing, rentals and sales in Australia, New Zealand, North America and UK & Ireland For personal use only An NZX50 comp
Slide 5: Vertically integrated across build/buy, rent and sell in the RV market
ASX CEO CONNECT PRESENTATION 4 Vertically integrated across build/buy, rent and sell in the RV market Generating a connected margin across the three segments For personal use only • Decades of experience designing and building durable RVs for rentals • Scale purchasing benefits for chassis and compo
Slide 6: Rental fleet, locations and crew by region
AS AT 30 JUNE 2025 RENTAL FLEET 2,876 For personal use only LOCATIONS CREW RENTAL FLEET 21 606 653 RV Rentals Ex-Rental RV Sales Digital Tourism App LOCATIONS CREW 4 158 JAPAN RV Rentals Franchise Ex-Rental RV Sales 8,564 TOTAL RENTAL FLEET RENTAL FLEET RENTAL FLEET 2,449 2,586 LOCATIONS CREW 17 1,1
Slide 7: Tailwinds in international tourism, headwinds in RV sales
ASX CEO CONNECT PRESENTATION 6 Tailwinds in international tourism, headwinds in RV sales • International tourism is rebounding post-COVID, with several years of fleet Group Fleet Size1 growth underway after contraction during the pandemic For personal use only • Profitability in recent years has bee
Slide 8: The RV industry has a positive long-term outlook
ASX CEO CONNECT PRESENTATION 7 The RV industry has a positive long-term outlook Leisure travel is expected to grow, trends in demographics and travel preferences favour the RV travel category Interest in RV travel from younger generations For personal use only The median age of RV owners in the USA
Slide 9: Strategic Initiatives (announced in thl's growth roadmap)
ASX CEO CONNECT PRESENTATION 8 Strategic Initiatives (announced in thl’s growth roadmap) UK & IRELAND AUSTRALASIAN AUSTRALIAN RETAIL SALES NORTH AMERICA For personal use only MANUFACTURING • thl has been conducting a • thl has been taking actions to • The Australian Retail Sales • thl is focused on
Slide 10: Net profit after tax goal (announced in thl's growth roadmap)
ASX CEO CONNECT PRESENTATION 9 Net profit after tax goal (announced in thl’s growth roadmap) • As announced on 4 August 2025, thl has a goal to exceed $100M in annualised NPAT over the next three to four years For personal use only • thl believes that the combination of its growth factors and strate
Slide 11: We are focused on the future
ASX CEO CONNECT PRESENTATION 10 We are focused on the future • Confidence that thl and the industry are turning the corner, with thl past expected peak net debt, and having returned to positive For personal use only operating cashflows in FY25 • Tailwinds from international tourism and fleet growth
Slide 12: thlonline.com
For personal use only T H L ONL INE. COM
Tourism Holdings — ASX CEO Connect Conference December 2025 on 6ix