Car Group Limited · ASX:CAR
Car — Shareholder Meeting (October 2025)
25 slides from Car's shareholder meeting presentation, Oct 31, 2025
Slide 1: 2025 AGM Presentation
2025 AGM Presentation 31 October 2025
Slide 2: Agenda
Agenda 1 2 3 FY25 Financial FY26 Highlights Performance Focus Page 3 - 11 12 - 18 19 - 24 2
Slide 3: FY25 Highlights
1. FY25 Highlights © a CAR Group
Slide 4: Delivering Strong Shareholder Returns
Delivering Strong Shareholder Returns CAR Group (CAR) Total Shareholder Return (TSR) v S&P ASX200 Total Return Index (AXNT)1 1,400% CAR Group (ASX:CAR) S&P ASX200 1,158% 1,200% 1,000% 800% 600% 400% 271% 200% 0% (1) Total Shareholder Returns (TSR) includes dividends paid and share price appreciation
Slide 5: Financial Highlights
Financial Highlights CAR Group delivers excellent FY25 financial results Proforma1 Revenue Proforma1 EBITDA Adjusted2 NPAT Reported3 NPAT $1,144m $641m $377m $275m 12% 10% 12% 10% 11% 10% 10% In CC4 in AUD In CC4 in AUD In CC4 in AUD In AUD $1,184m 56% 99.8cps 1.7x Reported3 Revenue Proforma1 EBITDA
Slide 6: Operational Highlights
Operational Highlights Strong operational metrics reflect the strength of our global marketplaces 2.3 million 49 thousand 19 billion Vehicles online1 Subscribed dealers2 Page views3 1.3 billion 49 million 22 million Unique audience Dealer leads Total sessions4 per month5 delivered6 All arrows show c
Slide 7: Our Global Portfolio
Our Global Portfolio Australia North America Latin America Asia Brands Key Contribution1 Revenue 42% 27% 18% 12% of Group of Group of Group of Group Revenue Revenue Revenue Revenue International (1) Revenue contribution adds to 100% when investments segment is included. 57% of Group Revenue 7
Slide 8: CAR Group Strategy
CAR Group Strategy Purpose To make buying and selling a great experience Vision To be the global leader in online vehicle marketplaces Strengthen Extend our Diversify Operational our core marketplaces and grow excellence Strategic Take what we are Build new experiences Invest in new markets and Driv
Slide 9: FY26 Outlook
FY26 Outlook By executing on our strategic objectives, we expect to deliver excellent growth in FY26 Strengthen Extend our Diversify Operational our core marketplaces and grow excellence Take what we are Build new experiences Invest in new markets and Drive growth through doing well today and that d
Slide 10: FY26 Outlook and Commentary
FY26 Outlook and Commentary FY26 Outlook FY26 Commentary Expect high single-digit % revenue growth driven by volume, yield and depth penetration in Dealer; volume, yield Australia and Instant Offer in Private; and continued product and advertiser diversification in Media. Proforma Revenue Expect dou
Slide 11: Multiple Marketplace Growth Drivers
Multiple Marketplace Growth Drivers Australia International North America Latin America Asia Segment Dealer Private Media Non-Auto Auto Auto Volume New customers Premium ad Traditional Auto diversification Dealer penetration Yield Yield penetration Growth Drivers Native ads Product expansion Product
Slide 12: Financial Performance
2. Financial Performance
Slide 13: Track Record of Growth
Track Record of Growth Proforma Revenue1 Proforma EBITDA1 ($AUDm) 14% CAGR ($AUDm) 14% CAGR 1,144 641 1,022 573 889 494 771 427 679 386 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 Adjusted NPAT2 Adjusted EPS3 ($AUDm) (cents) 25% CAGR 14% CAGR 377 344 99.8 91.3 278 78.1 66.5 195 58.4 153 FY21 F
Slide 14: Strong Cash Flow and Robust Balance Sheet
Strong Cash Flow and Robust Balance Sheet Cashflow conversion Leverage, net debt Capex 98% EBITDA to cash conversion reflects the Leverage ratio remains prudent at 1.7x. Capex investment continues to support growth. attractive working capital profile of marketplace Key investments include C2C paymen
Slide 15: Australia
Australia $AUDm vs pcp% Revenue Breakdown Consumer intent – Are you looking to buy?1 Revenue Dealer 249m 10% 485m 8% Private 103m 5% 26% 28% 27% New or Used Adjusted EBITDA Media 80m 10% 61% Used 63% 65% 320m 9% DR&S 52m 3% 13% 9% 8% New Apr-23 Apr-24 Apr-25 Australia Highlights • Dealer: Lead volum
Slide 16: North America
North America $AUDm vs pcp% $USDm vs pcp% RV1 Revenue Revenue 1,500 -1% 308m 11% 199m 10% Registrations thousands 1,000 500 Adjusted EBITDA Adjusted EBITDA - 120m 11% FY24 FY25 186m 12% Powersports1 North America Highlights -3% Registrations 3,000 thousands 2,000 • Despite challenging market conditi
Slide 17: Latin America
Latin America $AUDm vs pcp% CC % Brazil Central Bank interest rate1 and credit granted to individuals for vehicle acquisition2 Revenue 205m 13% 26% 0.16 0.14 12.25% 13.25% 13.25% 13.25% 14.25% 14.75% 14.75% 15.00% 40 35 11.25% 0.12 10.50% 10.50% 10.75% 10.75% 30 Adjusted EBITDA 0.1 19.9 25 Credit 19
Slide 18: Asia
Asia $AUDm vs pcp% CC % Consumer Confidence Index1 Revenue 136m 12% 16% 103.6 100.8 100 101.8 100.7 101.8 108.7 91.2 95.2 93.4 93.8 88.2 Adjusted EBITDA 63m 6% 11% Asia Highlights Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 • Revenue and EBITDA grew due to pre
Slide 19: FY26 Focus
3. FY26 Focus
Slide 20: FY26 Focus: Australia
FY26 Focus Australia Strengthen Autogate Revolution Autogate is undergoing a transformation evolving from a publishing only tool to become an omnichannel SaaS platform. Powered by insights, we're helping dealers buy, manage and sell inventory. Find Opportunities AI Assistant for LiveMarket AI powere
Slide 21: FY26 Focus: North America
FY26 Focus North America Strengthen Dealer Bolstering our Dealer value proposition to deliver for our Dealer customers. Media & OEM Software Data & Insight • In-house agency to manage a dealer's entire • Strengthening our lead and inventory • Optimising our data and insights: digital spend: manageme
Slide 22: FY26 Focus: Latin America
FY26 Focus Latin America Extend Diversify Lead Nurturing Media “Esquenta Lead” is an AI-driven initiative designed to transform the interaction Increased focus and investment in media segment leveraging carsales’ between consumers and sales representatives, and between sales teams and sophisticated
Slide 23: FY26 Focus: Asia
FY26 Focus Asia Extend Extend Diversify Guarantee 2.0 Home Dealer Direct Guarantee 2.0 is an evolution of the Guarantee Utilisation of AI to expand our Home Service Online trade ins to dealers in Korea is a large Inspection to offer a more detailed, mechanical, Offering and offer personalisation and
Slide 24: Disclaimer and Non-IFRS Information
Disclaimer and Non-IFRS Information Disclaimer The material in this presentation has been prepared by CAR Group Limited (ASX: CAR) ABN 91 074 444 018 (“CAR Group") and is general background information about CAR Group’s activities current as at the date of this presentation. The information is given
Slide 25: Thank you
Sy Thank you