Slide 1: ASX cover letter: Full Year Results Investor Presentation
Breville Group Limited ABN 90 086 933 431 Ground Floor, Suite 2, 170 -180 Bourke Road Alexandria, NSW 2015, Australia T +61 2 9384 8100 F +61 2 9700 1249 19 August 2026 ASX Market Announcements Office Australian Securities Exchange Level 27, 39 Martin Place Sydney NSW 2000 Full Year Results Investor
Slide 2: Full Year Results FY26 Investor Presentation
(ASX : BRG) FULL YEAR RESULTS FY26 Investor Presentation 19 August 2026
Slide 3: Disclaimer
Disclaimer To the extent this Presentation contains any forward-looking statements, such statements are not guarantees of future performance and involve known and unknown risks and uncertainties and other factors, many of which are beyond the control of BRG Group, its Directors and management, and i
Slide 4: Acknowledgement of Country
Acknowledgement of Country We would like to acknowledge the traditional custodians on whose land we meet today. We would like to pay respect to their Elders: past and present; and further extend that respect to all Aboriginal and Torres Strait Islanders present here today. We celebrate the continuin
Slide 5: Headlines
Headlines Record Sales of $1.8bn, strong cashflow and on -budget EBIT delivered in an operationally complex year Coffee & Cooking Gross margins double-digit revenue Robust operational strengthening in 2H growth delivery with diversified (Global Segment 9.7% Global manufacturing constant currency gro
Slide 6: Group Summary Result
Group Summary Result Record $1.8bn sales; manufacturing diversification delivered; EBIT in line with budget and guidance AUDm FY26 FY25 % Growth Commentary • Double-digit Global cc Revenue growth in 2H26 Revenue 1,810.9 1,696.6 6.7% lifting the FY to 9.7% Global cc Rev growth 9.7% • Reported revenue
Slide 7: Segment Results
Segment Results Gross Profit Growth across both segments Revenue Gross Profit Gross Margin AUDm FY26 FY25 % Growth FY26 FY25 % Growth FY26 FY25 Global Product 1,611.8 1,500.6 7.4% 585.8 558.9 4.8% 36.3% 37.2% % Change CC1 9.7% Distribution 199.1 196.0 1.6% 65.6 61.6 6.5% 32.9% 31.4% *Cc: constant cu
Slide 8: Global Product Segment by Theatre
Global Product Segment by Theatre Second half double -digit growth GLOBAL PRODUCT SEGMENT REVENUE AUDm % Growth FY26 FY25 % Growth CC1 Americas 879.3 822.2 6.9% 10.8% EMEA 408.1 374.4 9.0% 8.5% APAC 324.4 304.0 6.7% 8.3% TOTAL 1,611.8 1,500.6 7.4% 9.7% 1CC: constant currency Americas: Double-digit c
Slide 9: EBIT drivers: FY25 – FY26
EBIT drivers: FY25 – FY26 EBIT in line with Budget and Guidance A$m -6.2 30.9 -19.6 204.6 -2.7 207.0 Gross Profit Key growth investments drove increased by +$25.8m (or ~91% of Opex $30.9m or increase) 5.0%. Overall Opex increased $28.5m or 6.8% FY25 EBIT Gross Profit New Market Growth drivers Other
Slide 10: Financial Position at 30 June
Financial Position at 30 June Balance sheet strength supports strategic investments AUDm1 June 26 June 25 Commentary Inventory 465.8 426.3 • Strong underlying cashflow supporting an improved net cash Receivables 310.6 302.3 position Trade and other payables (321.1) (309.9) • Earlier build of US inve
Slide 11: FY27 – Environment
FY27 – Environment • FY27 net US tariff position remains fluid and the effective tariffs we face will likely continue to evolve • The risk of oil-based supply chain disruption and inflation remains in play • Far better placed to withstand volatility than 12 months ago – 120-volt manufacturing divers
Slide 12: Operational Progress
Operational Progress US Channel Structure New Countries Performance Beanz Expansion AI Transformation Project 11
Slide 13: US Retail Channel
US Retail Channel Structured Channel for Premium Products Premium Collectively 300+ Doors 1,000+ Doors 1,600+ Doors Mass 12
Slide 14: Solid Execution in the Specialty Channel
Solid Execution in the Specialty Channel 13
Slide 15: Best Buy Store-In-Store Partnership
Best Buy Store -In -Store Partnership 300 In -Store Executions • Material step-change in sellout performance in stores with store-in-store execution • Higher ASP in stores with store-in-store execution • 4 Year commitment – structural change to US retail channel 14
Slide 16: Target & Amazon
Target & Amazon a VD,
Slide 17: Operational Progress
Operational Progress US Channel Structure New Countries Performance Beanz Expansion AI Transformation Project 16
Slide 18: Mexico, Middle East, Korea & China
Mexico, Middle East, Korea & China Breville|Sage Net Sales Performance, Constant Currency 74.0% 34.3% 40.2% FY23 FY24 FY25 FY26 Mexico Direct South Korea Distributor Middle East China • FY26 is the first year without a distributor-to-direct transition cost • China completed its first full financial
Slide 19: All Four Driving Operational Success
All Four Driving Operational Success A Mix of Channel Expansion and Brand Building 18
Slide 20: Operational Progress
Operational Progress US Channel Structure New Countries Performance Beanz Expansion AI Transformation Project 19
Slide 21: Beanz is Live in The Netherlands
Beanz is Live in The Netherlands Delivering a Cross -Border Coffee Service 24 12 14 • Beanz is now live in The Netherlands with 12 Specialty Roasters • The Beanz service now supports cross-border shipping (VAT), giving German and Dutch consumers choice across 26 roasters • Fast Track Barista Pack Pr
Slide 22: Operational Progress
Operational Progress US Channel Structure New Countries Performance Beanz Expansion AI Transformation Project 21
Slide 23: What's the Point: Velocity & Quality
What’s the Point: Velocity & Quality Innovation -Driven Growth Flywheel 2016-2025 2026+ • Headcount • Headcount • Money • Tokens GTM • Money NPD R Geography • The unlock of AI is it adds “tokens” as a velocity input • Amplifying the employee base, both at the individual and team level, drives flywhe
Slide 24: AI Program Moving to Phase II
AI Program Moving to Phase II Training & Enablement Agents/Process Automation Team/Function AI Infrastructure Individual Phase I Phase II Individual Amplification Team/Function Amplification “Me” “We” 23
Slide 25: Prerequisite: Infrastructure Has to be in Place
Prerequisite: Infrastructure Has to be in Place Enterprise must be AI Addressable SaaS Application Deployment Platform Governance Platform Structured Data Unstructured Data • Enterprise data, both structured and unstructured, is now available for query by an AI chat session, an agent, or an applicat
Slide 26: Solution Offense: NFC Coffee Experience
Solution Offense: NFC Coffee Experience Consideration Getting Started Discovery (coffee, recipes), Leveling Up, Care & Cleaning, Support Retail Experience At Home Experience • Core Features • How compare to • Onboarding (registration) • Coffee recipes • Why consumers choose others • First Use: step
Slide 27: AI SaaS Applications Enabling NFC Experience
AI SaaS Applications Enabling NFC Experience NFC Coffee Experience UI/UX Design Recipe Production Translation Customer Support Application Application Application Application Design and Produce 660 coffee Translate copy Give consumers self- consumer-validate recipes across the (including recipes) se
Slide 28: Magnitude of Gain: 6.3x and Compounding
Magnitude of Gain: 6.3x and Compounding Recipe Production UI/UX Design Application Application Design Responsibilities • Product UX design (touch screen) • Application UX design (Breville+) • Website UX design (Breville.com) • Breville, Sage, Baratza, Lelit, Beanz • Global (17 languages) Application
Slide 29: Full Year Results FY26
(ASX : BRG) FULL YEAR RESULTS FY26 Investor Presentation 19 August 2026