Rpm Automotive Group Ltd. · ASX:RPM
Rpm Automotive — Shareholder Meeting (November 2025)
20 slides from Rpm Automotive's shareholder meeting presentation, Nov 26, 2025
Slide 1: AGM Presentation
AGM PRESENTATION Clive Finkelstein CEO Rebecca Payne CFO RPM AUTOMOTIVE GROUP LTD (ASX: RPM) PRESENTATION | NOVEMBER 2025 RPM AUTOMOTIVE GROUP LTD (ASX: RPM) 1
Slide 2: Agenda
Agenda 03 About RPM 08 FY25 Summary 11 Strategic Initiatives 17 Trading Update & Outlook 19 Disclaimer 20 Media & Investors RPM AUTOMOTIVE GROUP LTD (ASX: RPM) 2
Slide 3: About RPM
About RPM 3 RPM AUTOMOTIVE GROUP LTD (ASX: RPM) 3
Slide 4: National Auto Coverage
National Auto Coverage RPM business units offer wheels, tyres, accessories and In Brief apparel to both wholesale and retail (B2B commercial, industrial and consumer) customers Series of strategic bolt-on acquisitions complementing our Successful Record Of history of strong organic growth - leveragi
Slide 5: RPM - Segment Analysis
RPM - Segment Analysis REPAIRS PERFORMANCE WHEELS & ROADSIDE MOTORSPORT & ACCESSORIES & TYRES Commercial Tyre and Auto Certified Race Safety Wear, Bolt on Vehicle Parts and Distribution of Wheels and Service Centres Suits and Helmets Accessories Tyres Retail Retail Retail & Wholesale Wholesale • “Be
Slide 6: Board Of Directors & Executives
Board Of Directors & Executives KEVIN BERKOWITZ LAWRENCE JAFFE GRANT CARMAN CLIVE FINKELSTEIN REBECCA PAYNE NON-EXECUTIVE DIRECTOR NON-EXEC. CHAIRMAN NON-EXECUTIVE DIRECTOR CEO/MANAGING DIRECTOR CHIEF FINANCIAL OFFICER Mr Berkowitz is a highly Co-founder of RPM Chartered accountant with over Co-foun
Slide 7: Executive Leadership Team
Executive Leadership Team REBECCA BLACKLAWS JOE DE SENSI BRAD GILLILAND TULLIO SALTA GM PEOPLE & CULTURE GM TYRES DIVISION GM P&ACCESSORIES GM MOTORSPORT A skilled people and operations Joe has over 25 years of tyre Brad has over 30 years of Tullio has over 30 years experience management professiona
Slide 8: FY25 Summary
FY25 Summary 8 RPM AUTOMOTIVE GROUP LTD (ASX: RPM) 8
Slide 9: FY25 Financial Highlights Summary
FY25 Financial Highlights Summary • Overall, we have experienced resilient demand for the 12 months FYTD with LFL Revenue and EBITDA ahead of pcp • Reported revenue was $112.1m down -5.2% vs pcp, excluding discontinued operations whilst LFL revenue was up +1.5%, attributable to the discontinued oper
Slide 10: Key Financial Metrics
Key Financial Metrics 1Reported Revenue excludes di sconti nued GROUP REVENUE DEMONSTRATED GROSS PROFIT INLINE WITH FY24, HIGHEST GROSS MARGIN ACHIEVED IN operations (sale of AFT ROBUST GROWTH SINCE FY20 1 DEMONSTRATING RESILIENT RESULT2 THE LAST 6 YEARS Automotive) 2 Ex cludes other income $40.4 $4
Slide 11: Strategic Initiatives
Strategic Initiatives 11 RPM AUTOMOTIVE GROUP LTD (ASX: RPM) 11
Slide 12: Our Strategic Plan
Our Strategic Plan OUR Delivering excellence through quality service & trusted brands in the Australian automotive market VISION CUSTOMER We are committed to having the best-in-class range of products and delivering service excellence PROMISE resulting in an outstanding customer experience OUR MID-
Slide 13: Significant Addressable Market
Significant Addressable Market The implementation of our recycling program to our solid tyre The Australian Tyre Industry is a sizeable one [$6BN] business - capitalising on our existing distribution platform to Industry is divided into 3 categories, Passenger, Truck & Bus capture greater value acro
Slide 14: Tyre Recycling Program – Update
Tyre Recycling Program – Update Key Points • Currently collecting >250 tonnes pw of EOL tyres, with scope to increase to >420 tonnes pw • Diversified global customer base providing the company with multiple sales markets • Management focused on scaling the operation by increasing collection capabili
Slide 15: Tyre Wholesale – Strategic Focus
Tyre Wholesale – Strategic Focus Key Points • Tyre Wholesaling is a key division for RPM and is the greatest organic growth opportunity for the group • With an established national infrastructure, RPM is able to leverage its scale, exercise inventory discipline and focus on margin attribution • RPM’
Slide 16: National Fleet – Expansion Program
National Fleet – Expansion Program Key Points • RPM has a material consolidation growth opportunity ahead in the National Fleet environment • Key future growth drivers include: • National Accounts - Leveraging national accounts to benefit multiple divisions, enables opportunity to provide adjacent p
Slide 17: Trading Update & Outlook
Trading Update & Outlook 17 RPM AUTOMOTIVE GROUP LTD (ASX: RPM) 17
Slide 18: Q1 Trading Update & Outlook
Q1 Trading Update & Outlook Key Points A$m Q1 FY26 Q1 FY25 $ Change % Change • Q1 FY26 trading conditions have been slightly lower than pcp, due to a combination of the following factors: Total Revenue 28.2 31.5 (3.3) 10.5 • Challenging trading conditions in Retail Gross Profit 10.2 10.7 (0.5) (4.7)
Slide 19: Important Notice & Disclaimer
Important Notice & Disclaimer Overview This document is issued by RPM Automotive Group Limited ACN 002 527 906 RPM (“RPM Automotive” or “RPM”) on 26 November 2025. Summary Information This document contains summary information about RPM Automotive and its associated and proposed associated entities
Slide 20: Media & Investors
MEDIA & INVESTORS E: INVESTORS@RPMGROUP.NET.AU RPM AUTOMOTIVE GROUP LTD (ASX: RPM) www.rpmgroup.net.au RPM AUTOMOTIVE GROUP LTD (ASX: RPM) 20
RPM Automotive Group — Shareholder Meeting (November 2025) on 6ix