Eagers Automotive Limited · ASX:APE
Eagers Automotive — Investor Presentation (October 2021)
14 slides from Eagers Automotive's investor presentation, Oct 6, 2021
Slide 1: Morgans Conference
eacels .. ‘ qutomotive Morgans Conference 6th October 2021 Keith Thornton | Chief Executive Officer Sophie Moore | Chief Financial Officer 6 OCTOBER 2021
Slide 2: Agenda
Agenda Introduction Market Context Franchised Automotive easyautol23 Outlook ar WN 2?
Slide 3: Eagers Automotive
Eagers Automotive 108-year-old Automotive Retail group with a clear strategy to provide integrated mobility solutions for the next century “Optimisation for all not maximisation for one.” Pure automotive retail group Community Stareolers Pur motiv COCR Brand diversification and geographic scale ee C
Slide 4: Compound Growth vs Underlying PBT
Year PBT @ 20% Actual Year PBT @ 20% Actual Compound Growth Underlying PBT Compound Growth Underlying PBT ($'m) ($'m) ($'m) ($'m) 2005 20 20 2016 149 138 2006 24 37 2017 178 141 2007 29 40 2018 214 126 2008 35 20 2019 257 100 2009 41 52 2020 308 209 2010 50 45 2021 370 2011 60 58 2012 72 79 1H21 $’m
Slide 5: Market Context
Agenda =) Introduction Market Context Franchised Automotive easyautol23 Outlook as aN | Eagers Automotive
Slide 6: 1H 2021 Questions
1H 2021 QUESTIONS Statutory PAT $202.3m Return on Sales (Underlying) 4.7% Dividend 28.4 cents per share Including 8.4 cps special dividend ORDER BANK - Supply versus Demand - Margin v Cost - Sustainability - Industry evolution Oren write — Delvery MARGIN VS EXPENSE MARGIN & ROS = = Avg ROS (FV15 to
Slide 7: Franchised Automotive
Agenda =) Introduction Market Context Franchised Automotive easyautol23 Outlook af WN | Eagers Automotive
Slide 8: Franchised Automotive
Franchised Automotive Revenue Organic & Acquisition Scale, strategic, enablers & consolidation Income Finance Penetration Fintech partnership with proprietary in-house tools re Engage our customers everywhere, redefine Expense Tech enabled Productivity workforce & enhanced customer experience Acquis
Slide 9: easyauto123
Agenda =) Introduction Market Context Franchised Automotive . easyauto123 Outlook a PWN
Slide 10: easyauto123 Omni-Channel Strategy
easyauto123 ECONOMICS OMNI-CHANNEL STRATEGY Letting the customer choose how they want to transact Independent Used financial performance post AHG Merger E Buy a Car A iq © Finance a Car A Trade a Car A FYI? FY20 FY21 ACT FCSsTe) Contract ik = CARMAaX 6 CARVANA i PONS Gar La = ol ah Customer AutoNati
Slide 11: Outlook
Agenda =) Introduction Market Context Franchised Automotive easyautol23 Outlook ar WN | Eagers Automotive
Slide 12: Outlook - The E's
Outlook - The 3 E's Favourable Environment combined with clear Execution of Next100 Strategy supported by Evidence of progress... Demand continues to outstrip Supply + Structural Cost Out >$100m INDEPENDENT USED Environment a * Industry and strategic drivers of consolidation ISLITHIA Autonation caRm
Slide 13: Questions?
QUESTIONS?
Slide 14: Eagers Automotive
eqgcels .. qutomotive
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