Colonial Motor Co Ltd · NZX:CMO
Colonial Motor — Shareholder Meeting (November 2026)
11 slides from Colonial Motor's shareholder meeting presentation, Nov 6, 2026
Slide 1: 108th Annual General Meeting
108th Annual General Meeting 6 November 2026
Slide 2: Report from the Group Chief Executive
Report from the Group Chief Executive Alex Gibbons 108th Annual Meeting 6 November 2026
Slide 3: Contents / Agenda
Contents / Agenda 1. Market Impacts 2026 2. Strategic Direction 3. Focusing on the Basics 4. New Energy Vehicle (NEV) models 5. Balanced approach 6. Dealer investments 7. Trading Outlook
Slide 4: Market Impacts 2026
Market Impacts 2026 The light vehicle industry has encountered Monthly new registrations significant disruption and change this (vehicles with a plug) year. EV PHEV Price of Oil (USD/bbl) 5 $120 • The Middle East conflict caused global oil Middle East Conflict supply constraints and prices remain el
Slide 5: Market Impacts 2026: Share by brand region
Market Impacts 2026 60% EUROPE 40% 20% 0% Japanese brands remain the primary source 60% of new cars in New Zealand, although China is the fastest growing. JAPAN 40% 20% 0% • New brands have challenged the value 60% equation for both new and used vehicles KOREA 40% • 69 vehicle brands now in NZ (55 i
Slide 6: Strategic Direction
Strategic Direction CMC will continue to evolve to ensure our What does this mean from an operational business reflects current and future market perspective going forward. conditions. • Prepare to weather an intense period of • Stand behind long-term core partnerships and competition and potential
Slide 7: Focusing on the Basics
Focusing on the Basics Car Dealerships Trucks Support & Tech • Truck Related Parts • Customer retention • New DAF launch • AI integration and • Light trucks capability • Stock control • Expanding internal • Efficiencies of scale Tractors Marketing and IT expertise • Process & Policy • Core brands •
Slide 8: New energy vehicle models and brands
FORD Bronco and Transit City join the Hybrid Ranger in 2027 JAC MAZDA Just arrived - Mazda 6e & CX-6e BYD New Dealerships We cannot avoid challenging market forces but we are positioning the Company to compete in the NEV space. This is just the beginning and we expect to have more to share as FY 202
Slide 9: Balanced Approach
Balanced Approach Strong and well-established business New ventures require patience and vision, continue to provide immediate returns. even with a strong brand partner. Established Business New Business • Ongoing brand investment • Set-up costs • Existing customer database • Time to grow a customer
Slide 10: Recent Dealership Investment
Recent Dealership Investment South Auckland Ford (Botany) Ford Signature 2.0 upgrade Energy Motors CMC continues to invest in our BYD Taranaki facility upgrade Energy City Ford franchise representation. New Hawera facility NEW Aventure Motor Group In the previous financial year, the NEW Southpac Tru
Slide 11: Q1 – Headwinds
FY 2026/27 Q1 – Headwinds • Challenging economic and market conditions have significantly impacted Q1 earnings relative to the prior year. • The Middle East conflict remains unresolved and with it the price of oil is elevated. Consequently we would expect to see a continued trend of NEV adoption. •
Colonial Motor Company — Shareholder Meeting (November 2026) on 6ix