Premier Investments Limited · ASX:PMV
Premier Investments — Investor Presentation (September 2025)
24 slides from Premier Investments's investor presentation, Sep 25, 2025
Slide 1: Premier Investments Limited 2025 Full Year Results Overview
Premier Investments Limited 2025 Full Year Results Overview 25 September 2025 0 X
Slide 2: Contents
Contents 1. Premier Investments Limited FY25 overview 2. Premier Investments Limited – Apparel Brands sale to Myer 3. Dividends – Premier Investments continues to reward shareholders 4. Premier Retail FY25 overview 5. Peter Alexander 6. Smiggle Appendices A. Financial Reconciliations B. Brand Sales
Slide 3: FY25 Overview
PREMIER INVESTMENTS LIMITED FY25 OVERVIEW
Slide 4: Premier Investments Limited FY25 overview
Premier Investments Limited FY25 overview CONTINUING AND CONTINUING OPERATIONS DISCONTINUED OPERATIONS Premier NPAT Premier PBT PMV $338.2 million $220.3 million Up 31.1% vs FY24 Down 14.9% vs FY24 GROUP (Statutory NPAT includes results from both (excludes Peter Alexander UK market entry & Continuin
Slide 5: Premier Investments Limited FY25 overview
Premier Investments Limited FY25 overview Breville Investment Property Premier Retail Head Office and 25.4% investment in BRG Australian Distribution Centre at historical cost: Market value at 26 July 2025: $68.1 million PMV $1.17 billion GROUP Cash Dividends received: Cash on hand $12.8 million Cas
Slide 6: Premier Investments Limited: Apparel Brands sale to Myer
Premier Investments Limited: Apparel Brands sale to Myer • Shortly after the end of 1H25 Premier successfully completed the sale of the Apparel Brands to Myer, therefore ceasing to own the Apparel Brands (comprising the brands Just Jeans, Jay Jays, Jacqui E, Portmans and Dotti) • As a result of the
Slide 7: Dividends – Premier continues to reward shareholders
Dividends – Premier continues to reward shareholders • The Board has approved a final ordinary dividend of 50 Distributions to Shareholders cents per share fully franked. The approved final ordinary dividend will be payable on 23 January 2026, with a record $ per Share date of 12 December 2025 $6.96
Slide 8: Premier Retail FY25 Overview
PREMIER RETAIL FY25 OVERVIEW PREMIER RETAIL
Slide 9: Premier Retail – delivers in a challenging environment
Premier Retail – delivers in a challenging environment In a challenging general discretionary retail environment with consumers continuing to face increased cost of living pressures, the group’s strategy remains anchored on delivering value for customers in our products and shopping experience, whil
Slide 10: Peter Alexander – strong growth continues
Peter Alexander – strong growth continues • Record sales of $548.0 million, up 7.7% on FY24 Peter Alexander Sales $'M • Peter Alexander sales have more than doubled over the past 6 600 years since FY19, at a CAGR of 14.1% 548.0 • Both retail store and online channels delivered strong growth 508.6 •
Slide 11: Peter Alexander – investment in retail channel continues
Peter Alexander – investment in retail channel continues Peter Alexander investment in retail channel delivering significant growth within existing markets of Australia & New Zealand: 6 new stores were opened during FY25, all 9 existing stores were relocated and/or expanded during FY25, with tra
Slide 12: Peter Alexander – Chadstone Flagship opening
Peter Alexander – Chadstone Flagship opening • In October 2024, the brand’s flagship and number one store - Chadstone (VIC) - was relocated and expanded in footprint by over 50% into 429 SQM • Chadstone is the first store with our new innovative store concept design, modernising the much-loved herit
Slide 13: Peter Alexander – United Kingdom launch November 2024
Peter Alexander – United Kingdom launch November 2024 • A dedicated Peter Alexander UK website and 3 stores in prime London shopping centres were launched in November 2024 • peteralexander.co.uk launched 29 October 2024 • Westfield London: opened 2 November 2024 • Westfield Stratford: opened 9 Novem
Slide 14: Peter Alexander – new Loyalty Program to launch in October 2025
Peter Alexander – new Loyalty Program to launch in October 2025 • Peter Alexander will launch a loyalty program in October 2025: Peter's Dreamers • Peter’s Dreamers members will be able to earn points and redeem rewards across both their online and in store purchases, providing a seamless shopping e
Slide 15: Peter Alexander – Powerful designer brand with runway for further growth
Peter Alexander – Powerful designer brand with runway for further growth Peter Alexander has a significant runway for further growth: • 4 new stores and 3 relocations / expansions into larger formats have already been confirmed to open in 1H26 across Australia and New Zealand • Over 15 further oppor
Slide 16: Smiggle – a leader in children’s lifestyle and school products
Smiggle – a leader in children’s lifestyle and school products • FY25 Global sales of $264.2 million in FY25, down 10.7% on FY24 reflecting continued cost of living pressures across global markets • Improving momentum in 2H25 with Sales of $106.9 million, down 4.7% on 2H24 • Pleasing signs early in
Slide 17: Smiggle – Multi-channel formats
Smiggle – Multi-channel formats Proprietary store optimization in existing markets • 3 new stores opened in FY25, while 16 stores closed as the brand continues to focus on operational efficiencies. Total 296 stores trading at July 2025 across proprietary markets of Australia, New Zealand, United Kin
Slide 18: Premier Retail – focus on delivering future EBIT growth
Premier Retail – focus on delivering future EBIT growth Continuing operations FY25 SALES FY25 SALES FY25 SALES $548.0 million $264.2 million $812.2 million 140 stores at Jul-25 296 stores at Jul-25 436 stores at Jul-25 plus Online Channel plus Online & plus Online & Wholesale channels Wholesale chan
Slide 19: Appendix A: Financial Reconciliations
Appendix A: Financial Reconciliations Impact of AASB 16, Significant Items and other information 18
Slide 20: Continuing and Discontinued Operations and significant items reconciliation
Appendix: Premier Investments Continuing and Discontinued Operations and significant items reconciliation CONTINUING DISCONTINUED CONTINUING DISCONTINUED OPERATIONS OPERATIONS TOTAL OPERATIONS OPERATIONS TOTAL 52 weeks 52 weeks 52 weeks 52 weeks 52 weeks 52 weeks to 26 Jul 2025 to 26 Jul 2025 to 26
Slide 21: Appendix: Premier Retail segment Profit and Loss impact
Appendix: Premier Retail segment Profit and Loss impact of AASB 16 and Significant Items Continuing operations FY25: Period Ended 26 July 2025 FY24: Period Ended 27 July 2024 FY25 vs FY24 Post AASB16 Pre AASB16 Pre AASB16 Post AASB16 Pre AASB16 Pre AASB16 Pre AASB16 Statutory Including Excluding Sta
Slide 22: Appendix B: Brand Sales and Store Numbers summary
Appendix B: Brand Sales and Store Numbers summary 21
Slide 23: Overview of Results
Overview of Results Overview of Results Sales $264.2m Sales $548.0m excluding UK Sales of 1 $4.6m Var LY FY24 -10.7% Var LY FY24 +7.7%1 2 2 Store Movements Jul-24 Open Close Jul-25 Store Movements Jul-24 Open Close Jul-25 Australia / NZ 152 2 5 149 Australia 119 6 1 124 Asia 38 - - 38 New Zealand 16
Slide 24: Overview of Premier’s non–IFRS financial information
Appendix Overview of Premier’s non–IFRS financial information • IFRS financial information is financial information that is presented in accordance with all relevant accounting standards. • Non-IFRS financial information is financial information that is presented other than in accordance with all re
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