Eagers Automotive Limited · ASX:APE
Eagers Automotive — Macquarie Conference May 2025
14 slides from Eagers Automotive's conference presentation, May 8, 2025
Slide 1: ASX announcement: Investor Presentation
8 May 2025 Markets Announcements Office ASX Limited Investor Presentation Attached is the Eagers Automotive Limited (ASX: APE) presentation for today’s investor conference held by Macquarie Group Limited. For personal use only -ENDS- For more information: Keith Thornton Jon Snowball Chief Executive
Slide 2: Macquarie Conference
<2) eaaers .. \— automotive Macquarie Conference Keith Thornton | Chief Executive Officer Sophie Moore | Chief Financial Officer S202 AYVW 8
Slide 3: Financial highlights FY 2024
Financial highlights FY 2024 For personal use only =a Revenue $11.2bn => =©) ama Underlying EBITDAI $550.4m —" Statutory PBT $335.6m & Available Liquidity $773.9m s Underlying Operating PBT” $371.2m ii Es Owned Property?) $885.4m % i= Return on Sales (Underlying) 3.3% © Ordinary Final Dividend 50.0
Slide 4: Building an enduring and growing competitive advantage
Building an enduring and growing competitive advantage Execution of Next100 Strategy Used F&I Parts Service | Eeoer reuse FY19 FY24 Mvmt vs FY19 Brand Portfolio (#) 36 49 +36% Owned Property Portfolio ($'m) 267 885 +231% Owned Property vs Leased (%) 9.7% 28.5% 194% LFL Leases Exited (#)" = 98 7) LFL
Slide 5: Industry leading net returns
Industry leading net returns Outperformance driven by se on personal u For Building an enduring and growing competitive advantage rom) TR saa Cee Scale leverage ~~ 46%" _ — a2 $59 33% =: a Poor Portfolio quality ee — — Peer 21 a ~ “N a“ <a Int Beek Ins reer Tne Dee-24 Unique position (a Material ups
Slide 6: Leading the NEV transition
Leading the NEV transition Leading retail partner for NEV transition “The industry is at an inflection point and Eagers Automotive is uniquely positioned to capitalise on its scale E and expertise while leading the generational shift towards a lower emission future.” Eagers Automotive 2022 Full Year
Slide 7: Industry and Eagers dynamics — outlook for FY25
Industry and Eagers dynamics — outlook for FY25 For personal use only Economic dynamics Federal Election C+) Business dynamics Full year 2025 outlook Turnover Underlying Core Including Retail Joint Acquisitions Independent Used Greenfield 2025 ® ee 9 ROS 0) OREO REC) Interest Rates Moderating +) New
Slide 8: Growth opportunities
2 nal_use Growth opportunities 2 Eor a Franchised Automotive Independent Used New Distribution Models Investing in Enablers / Adjacent 2025 Consolidation Rationalisation Evolution Scaling existing business model Changing OEM go-to-market strategies Adjacent markets: Finance, novated, fleet managemen
Slide 9: Thank you
CQgers |. \ automotive Thank you
Slide 10: Questions?
For personal use only QUESTIONS?
Slide 11: Disclaimer
e only For personal us Disclaimer The information in this document (information) does not contain all information necessary for investment decisions, is not intended to be an offer, invitation or recommendation with respect to shares, is not financial product advice, and is intended to be general ba
Slide 12: Definitions
For personal use only Definitions
Slide 13: Definitions
For personal use only Definitions
Slide 14: For personal use only
CQgelrs _. automotive