Premier Investments Limited · ASX:PMV
Premier Investments — Investor Presentation (March 2026)
27 slides from Premier Investments's investor presentation, Mar 20, 2026
Slide 1: Premier Investments 1H26
Premier Investments 1H26 $101.7m NPAT $141.9m PBT 1 Interim Dividend: 45 cps PMV PMV statutory net profit after PMV profit before tax (PBT), Fully franked interim ordinary tax (NPAT) excl significant items dividend per share 20 March 2026: Premier Investments Limited (ASX: PMV; “Premier”) today reporte
Slide 2: Chairman's comments and Premier Retail highlights
Chairman of Premier Investments, Mr Solomon Lew said: “The past two and half years has been a period of significant change for our business. The Board is incredibly grateful to John Bryce for fulfilling the roles of both Interim CEO and Premier Retail CFO so diligently during this time. John and the e
Slide 3: Smiggle's strategic reset
In 2H26, management is exploring international wholesale opportunities with global best-in-class wholesale partners, leveraging Premier Retail’s existing expertise in this channel. Smiggle’s strategic reset Smiggle sales were down 10.7% to $140.5 million, noting an 8.7% reduction in store numbers to
Slide 4: Premier Retail Outlook
Premier Retail Outlook • In 1H26 Peter Alexander continued its world class growth trajectory, consistently growing both sales and profits over a sustained period of 10+ years. The first 7 weeks of 2H26 have opened well ahead of expectation, exceeding the 1H26 sales growth trend • The recently complete
Slide 5: Appendix: 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 releva
Slide 6: Premier Investments Limited 2026 Half Year Results Overview
Premier Investments Limited 2026 Half Year Results Overview 20 March 2026 0 X
Slide 7: Contents
Contents 1. Premier Investments Limited 1H26 overview 2. Premier Retail 1H26 overview 3. Peter Alexander 4. Smiggle 5. FY26 outlook and beyond 6. Dividends and Capital Management Appendices A. Financial Reconciliations B. Brand Sales and Store numbers summary 13 1
Slide 8: Premier Investments Limited 1H26 Overview
PREMIER INVESTMENTS LIMITED 1H26 OVERVIEW
Slide 9: Premier Investments Limited 1H26 overview
Premier Investments Limited 1H26 overview Premier Statutory NPAT Breville Investment CONTINUING OPERATIONS 25.2% investment in BRG $101.7 million Market value at 24 Jan 2026: $1.13 billion PMV Premier PBT (excluding significant items) Balance Sheet accounting value: GROUP $386.1 million $141.9 milli
Slide 10: Premier Retail 1H26 Overview
PREMIER RETAIL 1H26 OVERVIEW
Slide 11: 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 12: Peter Alexander – strong growth continues in 1H26
Peter Alexander – strong growth continues in 1H26 • Record sales of $312.3 million, up 4.9% on 1H25 Peter Alexander Sales $'M • Peter Alexander first half sales have more than doubled 400 over the past 6 years since 1H20, at a CAGR of 13.7% • Peter Alexander investment in retail channel delivering s
Slide 13: Peter Alexander – Powerful designer brand a gifting destination
Peter Alexander – Powerful designer brand a gifting destination Under the leadership of Judy Coomber (Managing Director – Peter Alexander) and the creative direction of Peter Alexander as Founder and Creative Director, the brand owns an authentic and distinctive position within the Australian and Ne
Slide 14: Peter Alexander – Runway for further growth
Peter Alexander – Runway for further growth Peter Alexander has a significant runway for further growth: • Customer Engagement - Launch of “Peter’s Dreamers” loyalty program in October 2025 exceeding all expectations. The program is on track to deliver over 1 million customer acquisitions by end FY2
Slide 15: Smiggle – Global presence through established multi-channel footprint
Smiggle – Global presence through established multi-channel footprint • 1H26 Global sales of $140.5 million, down 10.7% on 1H25 • Store numbers have been reduced by 8.7% since the start of 1H25 (309 stores) through to the end of 1H26 (282 stores), from a previous pre-COVID peak of 352 stores trading
Slide 16: Smiggle – Strategic Reset to Restore Growth
Smiggle – Strategic Reset to Restore Growth Georgia Chewing was appointed interim Chief Operating Officer (Smiggle) during 1H26, bringing a deep understanding of retail, eCommerce, marketing and customer engagement to the brand. Under Georgia’s leadership, the brand undertook a detailed strategic re
Slide 17: Smiggle – Strategic Reset to Restore Growth
Smiggle – Strategic Reset to Restore Growth A clear Strategic Objective has been set for Smiggle: Reclaim the 6–12 year-old core customer market through innovative product, marketing and visual merchandising by utlising Smiggle’s existing multi-channel formats to drive sustainable sales and profit g
Slide 18: Smiggle – Strategic Reset to Restore Growth
Smiggle – Strategic Reset to Restore Growth Reclaim the 6 – 12 year-old core customer market through innovative product, marketing and visual merchandising by utlising Smiggle’s existing multi-channel formats to drive sustainable sales and profit growth 2026 Focus on Strategy Execution • 2H26 will b
Slide 19: Premier Retail – FY26 Outlook and Beyond
Premier Retail – FY26 Outlook and Beyond FY26 trade • In 1H26 Peter Alexander continued its world class growth trajectory, consistently growing both sales and profits over a sustained period of 10+ years. The first 7 weeks of 2H26 have opened well ahead of expectations, exceeding the 1H26 sales grow
Slide 20: Premier – Dividends and Capital Management
Premier – Dividends and Capital Management Dividends • The Premier Board recognises that the Group continues to operate in a challenging global retail environment • Premier maintains a strong balance sheet, favourably positioning the Group to consider a range of opportunities and initiatives • The B
Slide 21: Appendix A: Financial Reconciliations
Appendix A: Financial Reconciliations Impact of AASB 16, Significant Items and other information 15
Slide 22: Continuing and Discontinued Operations and significant items reconciliation
Appendix: Premier Investments Continuing and Discontinued Operations and significant items reconciliation CONTINUING CONTINUING DISCONTINUED OPERATIONS OPERATIONS OPERATIONS TOTAL 26 weeks to 24 26 weeks to 25 26 weeks to 25 26 weeks to 25 Jan 2026 Jan 2025 Jan 2025 Jan 2025 $'M 1H26 1H25 1H25 1H25
Slide 23: Premier Retail segment Profit and Loss impact of AASB 16 and Significant Items
Appendix: Premier Retail segment Profit and Loss impact of AASB 16 and Significant Items Continuing operations 1H26: Period Ended 24 January 2026 1H25: Period Ended 25 January 2025 1H26 vs 1H25 1H26 vs 1H25 Post AASB16 Pre AASB16 Pre AASB16 Post AASB16 Pre AASB16 Pre AASB16 Pre AASB16 Pre AASB16 Sta
Slide 24: Premier Retail segment Significant Items - details
Appendix: Premier Retail segment Significant Items - details Continuing operations Significant Items Adjustments 1. PA UK 2. PA Loyalty Launch 3. AB Separation TOTAL $'M 1H26 1H25 1H26 1H25 1H26 1H25 1H26 1H25 Sales (3.8) (2.4) 2.7 - - - (1.1) (2.4) Gross Profit (2.2) (1.1) 2.7 - - - 0.6 (1.1) Expen
Slide 25: Appendix B: Brand Sales and Store Numbers summary
Appendix B: Brand Sales and Store Numbers summary 19
Slide 26: Overview of Results
Overview of Results Overview of Results Sales $312.3m excluding UK Sales of Sales $140.5m Var LY 1H25 +4.9%1 $3.8m Var LY 1H25 -10.7%1 Store Movements Jul-25 Open Close2 Jan-26 Store Movements Jul-25 Open Close2 Jan-26 Australia 124 4 1 127 Australia / NZ 149 0 3 146 New Zealand 16 - - 16 Asia 38 -
Slide 27: Appendix: 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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