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ANNUAL GENERAL MEETING COMPANY PRESENTATION 16 OCTOBER 2025 For personal use only
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Robert Fraser Andrew Brown Roger Brown Shona Faber Adrian Fitzpatrick Karen Phin Andrew Stott Chairman of the Board Managing Director Non-Executive Director Non-Executive Director Non-Executive Director Non-Executive Director Non-Executive Director Welcome to our shareholders, business partners and guests. AGM BOARD OF DIRECTORS 2 For personal use only
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This presentation has been prepared by ARB Corporation Limited (ARB). The information in this presentation is current as at 16 October 2025. This presentation is not an offer or invitation for subscription or purchase of securities or a recommendation with respect to any security. Information in this presentation should not be considered advice and does not take into account the investment objectives, financial situation and particular needs of an investor. Before making an investment in ARB any investor should consider whether such an investment is appropriate to their needs, objectives and circumstances and consult with an investment adviser if necessary. Past performance is not a reliable indication of future performance. ARB has prepared this presentation based on information available to it. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness or correctness of the information, opinions and conclusions contained in this presentation. To the maximum extent permitted by law, none of ARB, its directors, employees or agents, nor any person accepts any liability, including, without limitation, any liability arising from fault or negligence on the part of any of them or any other person, for any loss arising from the use of this presentation or its contents or otherwise arising in connection with it. This presentation may contain forward looking statements that are subject to a range of risk factors and uncertainties. Whilst the statements are considered to be based on reasonable assumptions, the statements themselves and the assumptions upon which they are based may be affected by a range of circumstances which could cause actual results to differ significantly from the results expressed or implied in these forward- looking statements. 27 AGM DISCLAIMER 3 For personal use only
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3 AGM OUR JOURNEY 6 For personal use only
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Robert Fraser Damon Page Dennis HortonLachlan McCann Robert was appointed as the Company’s first Non-executive Director in 2004. He was previously Chairman of the Audit and Risk Committee and the Remuneration and Nomination Committee. Robert has over 35 years of investment banking experience, specialising in mergers and takeovers, corporate and financial analysis, capital management, equity capital markets and corporate governance. Lachlan commenced at ARB in 2002 in Export Sales and Business Development. Lachlan has a strong background in sales, business development and operations and oversaw the development of each international ARB operation from 2009. He served as Managing Director for ARB’s Thailand business from 2008-2012 and subsequently as Chief Operating Officer until his appointment as Chief Executive Officer. Damon joined ARB as the Chief Financial Officer in 2014 and was also appointed Company Secretary in 2019. He was previously the General Manager Finance Executive for a large public manufacturing and exporting agribusiness with $2.9 billion turnover. Prior to that he was an Account Director at a large audit firm. CHAIRMAN OF THE BOARD – APPOINTED 30 SEPTEMBER 2022 CHIEF EXECUTIVE OFFICER – APPOINTED 5 JULY 2022 CHIEF FINANCIAL OFFICER & COMPANY SECRETARY AGM PRESENTERS DIRECTOR OF MANUFACTURING AND ENGINEERING Dennis commenced his career at ARB in 1996 as a Warehouse Leader. Dennis has extensive manufacturing expertise and has been responsible for ARB’s manufacturing operations since 2006. He has served as the Managing Director for ARB’s Thailand business since 2015 and assumed oversight of ARB’s engineering operations in 2022. 7 For personal use only
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* FY16FY17FY18FY19FY20FY21FY22FY23FY24FY25 $0M $200M $400M $600M $800M FY16FY17FY18FY19FY20FY21FY22FY23FY24FY25 $0M $20M $40M $60M $80M $100M $120M $140M FY16FY17FY18FY19FY20FY21FY22FY23FY24FY25 0 20 40 60 80 100 120 Interim Final SpecialAustralia Aftermarket Export OEM SALES REVENUE A$729.9M 5.3% 10 YR CAGR 8.3% Fully franked interim dividend of 34 cents paid on 17 April 2025 Fully franked special dividend of 50 cents paid on 11 Sept 2025 Fully franked final dividend of 35 cents to be paid on 17 Oct 2024 AGM FY25 FINANCIAL HIGHLIGHTS UP Sales 10 year CAGR of +8.3% from FY15. Sales revenue growth of 5.3% achieved in FY25 in challenging circumstances. Double digit sales growth % achieved in all export regions. Lower new vehicle sales in Australia and constrained consumer discretionary spending. Profit after tax 10 year CAGR of +8.3% from FY15. Net profit after tax declined 7.6% excluding capital gains on property sales, transaction costs relating to investment acquisitions and the prior year Truckman acquisition adjustment. Effective tax rate increased to 27.7% from 27.4% in FY24. Basic earnings per share of 117.7 cents, down 5.7%. 8 PROFIT AFTER TAX A$97.5M 5.0% 10 YR CAGR 8.3% DOWN FULLY FRANKED DIVIDENDS 119 CPS 72.5% UP For personal use only
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$128.0M CASH FLOW FROM OPERATIONS $46.2M PAYMENTS FOR PROPERTY, PLANT AND EQUIPMENT $25.6M LONG-TERM STRATEGIC INVESTMENTS MADE IN ASSOCIATES $23.5M CASH DIVIDENDS FY24 Final dividend 35.0 cps (underwritten) FY25 Interim dividend 34.0 cps DRP & BSP takeup of 16.5% Cash flow from operations broadly equals profit after tax plus depreciation Trade debtors +$0.5m Inventory +$9.3m Current payables +$2.3m All dividends fully franked @ 30% tax rate Announced at 30 June 2025: FY25 special dividend 50.0 cps (paid $35.1m on 11 Sept 25 net of 16% DRP take up) FY25 final dividend 35.0 cps (will pay $24.2m on 17 Oct 25 net of 17% DRP take up) $97.5M $13.3m $23.3M $22.9M Profit after tax Business acquisitions in Australia and New Zealand Increased interest in ORW from 30% to 50% to facilitate the purchase of 4WP, a 4WD business in the US. Property Plant & equipment $69.2M NET CASH HOLDINGS $0 Debt Net cash up $12.7m AGM FY25 CASH FLOW HIGHLIGHTS 9 For personal use only
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The increase in inventories includes: retail store acquisitions in Toowoomba, QLD, and Christchurch, New Zealand new retail stores established acquisition of aluminium canopy manufacturer MITS Alloy, in Newcastle, NSW the impact of the weaker Australian dollar. Inventory levels increased 3.9% compared with sales growth of 5.3% after increasing $38.0m or 16% during 1H FY25. The growth in inventories during 1H FY25 effectively “over recovered” factory overheads, whilst the decline in inventories during 2H FY25 effectively “under recovered” factory overheads resulting in volatility in profits between 1H and 2H FY25. Concerted effort by management to reduce inventories in 2H FY25 as vehicle sales declined. AGM INVENTORIES INVENTORY LEVELS 239.8 $300M $250M $200M $150M $100M $50M $0M Jun 24 Dec 24 Jun 25 249.1 277.8 10 For personal use only
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Total $465M 55.2% of sales PY: 58.3% 36.6% of sales PY: 33.1% 8.2% of sales PY: 8.6% 30 52 52 42 60 60 152 229 269 245 229 267 283 342 374 384 404 403 Total $623M OEM Exports Australian Aftermarket Total $695M Total $671M Total $693M Total $730M AGM SALES REVENUE SUMMARY AUSTRALIAN AFTERMARKET EXPORTS OEM 0.2% 16.4% 0.1% $700M $600M $500M $400M $300M $200M $100M $0M FY20 FY21 FY22 FY23 FY24 FY25 UP UP DOWN 11 $800M For personal use only
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MANUFACTURING UPDATE 12 For personal use only
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AGM SAFETY UPDATE Hearing monitoring and conservation program, including noise management policy, training, noise assessments and audiometric testing. Proactive air quality monitoring and strict employee health monitoring. HEALTH MONITORING & EMPLOYEE WELFARE ADVANCING SAFETY: PROTECTING OUR TEAMS AND LIVING OUR VALUES Driving positive outcomes through injury prevention, proactive claims management, early intervention, injured worker support. Introduced new employee welfare software to improve management of injury cases and return to work programs. Total Time Lost Frequency Rate decreased by 22% FY24 to FY25. INJURY MANAGEMENT Full implementation of driver safe zones at distribution and retail sites. Completion of updated traffic management plans in all AU/NZ sites. 90% reduction in forklift and pedestrian interaction in ARB Thailand factories, plus a 50% decrease in forklift operators to help minimise risks. REDUCE FORKLIFT AND PEDESTRIAN INTERACTION 13 For personal use only
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Manufacturing at our core since 1975 AUD $1.1M invested in new equipment in FY25. Introduced automated processing and committed to advanced rotomoulding technology for the Smartbar factory in Adelaide. Completed upgrades to the Kilsyth factory amenities areas. In excess of 50 new product introductions FY25. $10.4M capital equipment commitments at 30 June 2025, heavily targeted towards automation in Australian and Thailand factories. AGM MANUFACTURING UPDATE AUSTRALIAN MANUFACTURING $8.2M invested in new equipment, including laser cutters, press brakes and robotic welding cells. Commenced manufacturing layout changes to improve efficiency. Increased investment in automated manufacturing. In excess of 200 new product introductions in FY25. Expanded manufacture of products for Toyota, including North America and Australia: 7 high volume products being manufactured for TMNA. Automated manufacturing with consistent high volumes. Achieved score of 93% on last Toyota Supplier Scorecard. Commenced new hi-tech semi-automated coating line project, scheduled for completion Q1 FY27, total investment around $14.5M. Commenced pilot run production of US variant Earth Camper. THAILAND MANUFACTURING 14 For personal use only
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ENGINEERING UPDATE 15 For personal use only
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AGM ENGINEERING AND R&D EARTH CAMPER REDEVELOPED FOR USA COMPLIANCE GENERAL UPDATE Compliance changes have been implemented and released to production CHANGES VIN and registration changes Added air-conditioning Gas system update Larger fully opening windows for fire escape Flammability requirements Cassette curtains / fly screen New FMVSS level materials Smoke alarms - Co2 detectors Revised interior USA compliant braking system USA compliant tow hitch New kitchen layout to suit opening windows and gas compliance Electrical upgrades and 210V change over Revised ensuite Modified exterior shell to incorporate Air-conditioning Change in windows Larger solar panel Awning pockets 16 For personal use only
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Successfully developed and released in excess of 350 new products to the ARB network in FY25. Commenced launch of new Project Management Software in FY25 to improve product launch speed and quality of execution. AGM ENGINEERING AND R&D Localization and efficiency of design are important factors to support growth strategies, speed to market and regionally relevant content. Enable AU engineering to focus on the fast and high-quality execution of new product for the Australian market. Launched US R&D facility Q3 FY25. Recruited US engineers with extensive industry experience. US engineers training and onboarding at ARB head office engineering centre. Immediate improvements in speed to market and US specific products. Launched accessories for 2025 Tacoma and Toyota Landcruiser 250 (Prado). Launched suspension configurations specifically for US market. Currently 47 production engineers at Thailand facilities. Recruitment underway for design engineers in Thailand to establish engineering centre and begin localised product design by June 2026. USA & THAILAND BASED ENGINEERING TEAMS INVESTMENT IN INNOVATION & NEW PRODUCT DEVELOPMENT REMAINS A CRITICAL PILLAR OF SUCCESS FOR ARB 17 For personal use only
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AUSTRALIA 18 For personal use only
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FORD Everest FORD Ranger 4X4 ISUZU UTE D-Max 4X4 ISUZU Wagon MU-X 4X4 MAZDA BT-50 4X4 MITSUBISHI Triton 4X4 TOYOTA HiLux 4X4 TOYOTA LandCruiser TOYOTA LandCruiser Wagon TOYOTA Prado FY25 FY24 40k 20k 0k 60k Declining new vehicle sales for core ARB models in FY25. Australia’s sales of major 4x4 pick- ups declined in FY25. Most notably Ford Ranger, Toyota HiLux and Isuzu D-Max all down 17%. Ford Everest growth coupled with the Ford License Accessory program were positives for ARB in FY25. Delayed release of the new LandCruiser Prado model, an important platform for ARB, impacted ARB’s sales in FY25. Forecast new vehicle sales for FY26 are expected to be similar to sales in FY25. NUMBER OF VEHICLES SOLD (‘000) -17% -17% 33% -17% 28% -1% -8% 9% -9% NISSAN Navara 4x4 -27% -12% PERCENTAGE CHANGE FY25 V FY24 AGM AUSTRALIAN NEW VEHICLE SALES V FY2 4 19 For personal use only
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/ 48 AGM AFTERMARKET RETAIL STORES 77 4 5 Western Australia 12 Northern Territory 2 Queensland 17 South Australia 4 Victoria 19 New South Wales 21 Tasmania 2 FLAGSHIP UPGRADES ARB STORES IN TOTAL NATIONWIDE FLAGSHIP NEW SITE ARB FLAGSHIP STORE DEVELOPMENTS COMPLETE IN FY25 The Company’s flagship store program continues to develop with deep investments being made by the Company and independent ARB store owners. The store development program includes both refurbishment of existing locations and development of all new locations, including the conversion of ARB stockists to flagship partner stores. ARB is actively seeking new development sites in focused metropolitan and regional areas nationally. The resources to increase the pipeline of new store developments beyond FY26 remain a focus. Australian Aftermarket remains strong representing 55.2% of ARB sales. 20 For personal use only
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AGM NATIONAL SALES NEW STORE UPDATES KILSYTH, VIC Head office retail site upgrade makes a statement for customers and employees alike about ARB’s brand and business. The Kilsyth development included an all- new retail store with 475sqm floor space. The site is strategically important as beyond retail customers, ARB can immerse corporate customers in the ARB brand experience as well as allow the marketing team to trial concepts and enhancements to visual merchandising. Long-term stockist customer Make Tracks has invested in a 513sqm all new ARB showroom and has now been renamed ARB Rockingham. The Black family has partnered with ARB for the best part of ARB’s 50 year journey and has upgraded ARB Newcastle to flagship. ROCKINGHAM WA NEWCASTLE NSW PENRITH NSW Nick Manell has been an ARB store owner for the past 20+ years and in FY25 completed the upgrade to flagship of his Penrith ARB store. 21 For personal use only
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AGM NATIONAL SALES PERFORMANCE The Australian Aftermarket had a challenging FY25 with ARB sales, excluding subsidiary businesses, achieving low single digit growth. Retail sales in corporate stores performed well, offset by declines in sales to wholesale customers including independent stores and stockists which managed their inventory and cash more conservatively in a weak economy. ARB’s national fleet business had a strong year as new customers in this channel continue to be added. MARKET SUMMARY FITTING PERFORMANCE Fitter performance and team retention continue to be a focus for the business. ARB is actively recruiting for fitters in all States, and the Company’s program to employ skilled migrants continues. ARB has 12 team members on skilled migration visas, with a further 10 team members due imminently and another 12 team members due in about 8 - 12 months. NPS PERFORMANCE TURNOVER & RETENTION CUSTOMER SURVEY RESULTS Net Promoter Score (NPS) is a metric used to measure customer loyalty and satisfaction. ARB’s NPS score averages 68 which indicates highly satisfied customers. The information is based on over 8,000 responses, largely by email, with a 24% response rate. Detractor reasoning is closely monitored and used for continual improvement programs. 22 For personal use only
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Ship direct to customer Click and collect in-store Send quotes directly to store Parts catalogue dynamicly synced to ecommerce platform Guaranteed fit through proprietary ACES & PIES fitment database Connecting private & corporate stores with DC fulfilment AGM AUSTRLIAN ECOMMERCE UPDATE 23 ONLINE MARKET SIZE - LAUNCH Q4 CY25 OMNI-CHANNEL TRANSACTIONS CONNECTED TECHNOLOGIES 40M+ 1M+ 60%+ GOOGLE SEARCHES FOR 4X4 ACCESSORIES, ONLINE IN AUSTRALIA EACH YEAR VIEWS ON ARB.COM.AU OF TRAFFIC TO OUR WEBSITE IS AGED BETWEEN 29 ~ 44 For personal use only
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AGM DISTRIBUTION TO MARKET - FLA PARTNERSHIP Ford Licensed Accessory program continues to perform strongly with key future opportunities emerging. 25 FORD RANGER RAPTOR DESERT PACK SUPERDUTY PARTNERSHIP Ford Licensed Accessory program continues to grow in approved ARB parts sales through Ford dealer channel. The partnership has expanded to limited edition Special Interest Packs, such as the recently released Raptor Desert Pack featuring an ARB Sports Bar and four NACHO lights. This progression of the relationship showcases ARB’s design and production flexibility to support Ford’s model line management. Due for availability in dealerships in October 2025 is the new Ford Superduty. The Superduty is a heavily upgraded Ranger with modifications to the chassis, driveline and suspension for heavy use applications in commercial and recreational. Customers buying the Ford Superduty are very much in the bulls eye of ARB’s demographic. ARB and Ford worked collaboratively to update the majority of ARB Ranger accessories to fit the Superduty and be available to purchase at launch. For personal use only
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INTERNATIONAL 26 For personal use only
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The US was the major growth region with sales through wholesale, ORW/4WP channels and Toyota North America providing 21.4% growth. New Zealand, the Middle East and Europe were strong contributors to the financial year with China remaining a drag on the export business. Export business recorded a net increase of 16.4% in FY25. Sales growth was achieved across all international regions. FY24 FY25 ARB EXPORT SALES BY REGION Export sales represents 36.6% of ARB sales. 15.3% 12.4% 21.4% AGM EXPORTS 28 $0M Asia, NZ & Pacific EU, ME & Africa Nth & Sth America $20M $40M $60M $80M $100M $120M For personal use only
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RED BOOK ACCOUNT WECHAT ACCOUNT 29 China WOFE name formal in Chinese: "上海艾澳毕汽⻋配 件贸易有限公司 "(Shanghai Ai Ao Bi Auto Parts Trading Co.,Ltd), formal in English: "ARB China Co., Ltd" ARB will have inventory in China in Q4 CY25 and will commence trading directly to wholesale customers in Q1 CY26. ARB has established and will continue to invest in dedicated wholesale and retail marketing channels in China with Chinese content to help grow the brand and build sustainable revenue. ARB has partnered with 3PL based in Shanghai and has cooperative warehouses in South China (Gongguan) to support the warehousing and distribution of ARB product. The warehouse is strategically located within an hour of Shanghai port and Pudong Airport. AGM CHINA UPDATE DISTRIBUTION For personal use only
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AGM USA BUSINESS SALES ECOMMERCE ENGINEERING ARB has been evolving the strategic foundations of the US business in recent years to drive long- term growth. Despite the diverse economic and political challenges facing the American markets, ARB recorded growth of 21.4%. All channels performed well, including the wholesale business buoyed by the ORW partnership, Latin America, eCommerce and the OEM business through Toyota USA. The ARB brand in the US is growing with investment in marketing through both aftermarket and dealership channels. ARB USA’s eCommerce business (www.arbusa.com) completed its first full year of trading with exceptional results from a low base. All key eCommerce metrics are trending up as ARB continues to sharpen the performance of the site. Due to the requirement of a fitting service for ARB products, and with the intent of an omni-channel experience, ARB has integrated a digital solution called ‘Locally’ to connect digital customers with brick & mortar resellers in the USA. USA sales grew in FY25 with a positive outlook for FY26. The US engineering centre is now up and running in the Los Angeles region and the team is busy bringing new products to market. Toyota platforms, including the new Tacoma, 4Runner and Land Cruiser 250, are the current focus for suspension and bumper solutions. The team has also been busy supporting product validation for the imminent Poison Spyder relaunch. Early sell through of ARB products evolved by US engineering for the local market indicates strong market acceptance. 30 For personal use only
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State Off Road Warehouse 4 Wheels Parts Total Arizona 2 - 2 California 5 15 20 Colorado 1 4 5 Florida - 8 8 Georgia 1 - 1 Hawaii - 1 1 Nevada 2 1 3 Oklahoma - 1 1 Texas - 7 7 Total 11 37 48 Combined 48 retail stores Combined 500+ employees 50% ownership AGM OFF ROAD WAREHOUSE AND 4 WHEEL PARTS LOCATIONS 31 Off Road Warehouse (ORW) is a joint venture that originally had 11 4WD accessory retail stores in California, and acquired a further 42 4 Wheel Parts (4WP) stores in October 2024 for a total of 53 stores across 9 US States. The 4WP business was acquired out of Chapter 11 bankruptcy and has been restructured to 48 stores. For personal use only
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AGM OFF ROAD WAREHOUSE & 4 WHEEL PARTS PROGRESS ARB PRODUCTS HAVE ACHIEVED EXCELLENT GROWTH THROUGH ORW AND 4WP STORES ARB product exposure and education through both retail and eCommerce sites have significantly improved. On a like-for-like store basis, ARB product sales through ORW/4WP stores are growing very well, in some months up to double the prior corresponding period. Store-in-store ARB displays as first trials are now in two stores in California. After a thorough review of the pilot program, ARB will roll out its displays to all ORW/4WP stores. ARB X 4WP PILOT MOCK UP PILOT 1: RIVERSIDE, CA PILOT 1: GARDENA, CA 32 IN THE EIGHT MONTHS OF TRADING ORW HAS SUCCESSFULLY: Integrated 500+ 4WP employees to the business. Transitioned ERP systems. Closed a total of five stores. Three of which were geographically close to another store and two were underperforming. The business now has a total of 48 stores. Restructured a loss making eCommerce business back to profitability. The business achieved small operating profits in five of the last six months and is significantly outperforming the original business case. At 30 June 2025 ORW had a positive cash balance of USD$7.7M. ORW Board considering expansion opportunities. For personal use only
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OLD NEW! NEW CONSUMER ECOMMERCE WEBSITE REFRESH ALL DISPLAY WALL SIGNAGE + NEW IN-STORE SALES TOOLS 34 AGM POISON SPYDER LAUNCH DETAILS REFRESHED BRANDING Timing Message ProductsActivity Production began in early October 2025 Q1 2026: Full launch to consumers Q4 2025: eComm soft launch - TBC FEB 2026: King of the Hammers first major event activation The original Jeep Armor brand is BACK BUILT on LEGACY > 3 decades of PS BUILT for the TRAIL > For Jeepers by Jeepers BUILT to LAST > Backed by lifetime warranty 37 Product SKU’s at launch for Jeep JL, JK, JT 35+ improvements (packaging, hardware, weld quality, design, etc) New products coming in 2026 Jeep JL 392 “MESA” à signature PS Rockcrawler build Paid media > Drive awareness & eComm traffic Activation > Consumer events to engage on trail Content > Builds, forums, clubs, brand partners Apparel > Reconnect with enthusiasts | lifestyle For personal use only
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OEM 35 For personal use only
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OEM sales represented 8.2% of total FY25 sales which excludes Toyota USA business. Overall OEM sales kept pace on a bumper FY24, up 0.1% on a YOY basis. New projects typically have a 2-year to 4-year development cycle. ARB has a number of projects underway for OEMs in Australia and overseas, expected to sell in H2 of FY26. Sales to OEMs are expected to decline in H1 FY26 and to recover in H2 FY26. Subject to new vehicle sales, ARB expects a small increase in OEM revenue for the full year. OEM SALES ARB will commence supply of a Toyota designed ARB branded roof rack for the RAV4 to Toyota USA in Q4 CY25. AGM ORIGINAL EQUIPMENT MANUFACTURERS 36 $0M H1 FY23 H2 FY23 H1 FY24 H2 FY24 H1 FY25 H2 FY25 $5M $10M $15M $20M $25M $30M $35M For personal use only
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PRODUCTS 37 For personal use only
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KIA TASMAN BYD SHARK 6 TOYOTA LC PRADO TOYOTA 4RUNNE R 38 AGM VEHICLES IN FOCUS 38 For personal use only
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AGM TOYOTA PRADO 39 In March 2025, ARB introduced its product offering for the Toyota Prado. FRONTAL PROTECTION Summit Mkii Bar Zenith Bar Commercial Bar UNDER VEHICLE PROTECTION ARB Under Vehicle Protection (UVP) SUSPENSION BP-51 MT64 Nitrocharger Plus Upper Control Arms GVM Upgrade RECOVERY Recover Points (Front) SIDE PROTECTION Summit Side Rails And Steps Kingsley Side Steps DRIVING LIGHTS ARB Intensity IQ ARB Intensity V2 ARB Intensity Solis ARB Intensity Ar40 V2 Light Bar Nacho® Grande Nacho® Quatro Bushranger Night Hawk VLI AUXILIARY BATTERY Slimline100 LONG RANGE FUEL TANK Long Ranger Fuel Tank AIR SYSTEMS Air Lockers Air Compressor Kit SNORKEL Safari Armax & V-Spec Snorkel INTERIOR PROTECTION Floor Mats Seat Covers ROOF CARRIER SYSTEMS BASE Rack COMING SOON ARB Spartanbar ARB Stealthbar ARB Under Vehicle Armour (UVA) Drawers Side Floor And Install Kit Linx Vehicle Accessory Interface Linx A-Pillar Bracket For personal use only
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AGM BYD SHARK 6 41 Zenith Bar BASE Rack MT64 HERO PRODUCT SUPPORTING PRODUCTS COMING SOON WARN VR EVO 10-S* Bushranger Covert 10,000LB* Recovery Points (INC with Zenith Bar) ARB Awning & Light Kit Seat Covers Floor Mats Nacho DRiving Lights Drawers Side Floor and Install Kit HardLid In September 2025, ARB introduced its product offering for the BYD Shark. For personal use only
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AGM BRUSHLESS COMPRESSOR 42 Over 933K views across Youtube 100% thumbs up rating with over 6.1K likes across YouTube 35 review videos found on Youtube Brushless compressors now available throughout ARB’s global distribution network Overwhelmingly positive feedback and high engagement from user generated content For personal use only
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AGM Q1 FY26 UPDATE Sales growth of 3.8% was achieved in Q1 FY26 including: 1.0% growth in Australian Aftermarket sales, 33.4% decline in sales to OEMs, 17.6% growth in Export sales. Gross margins achieved in Q1 FY26 continue to trend in line with the lower exit rate achieved in H2 FY25, impacted by the weaker Australian dollar and stronger Thai baht, and lower factory overhead recoveries as inventory levels are managed down. ARB has reached agreement with THULE Sweden to assign the Go Active business (THULE Australia) back to THULE Sweden. This aligns both companies’ interests and allows ARB to focus on core business activities that are material to its future growth. 43 For personal use only
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AGM OUTLOOK ARB’s Aftermarket business performed well in Q1 FY26 considering the challenging market conditions. The order book and order intake remains healthy despite weaker sales of core ARB models. ARB’s Export business continues to trend positively. Growth markets such as New Zealand, the Middle East and Europe are performing well which is expected to continue. The business is putting the structure in place to return to growth in China. The US business has performed very well in Q1 FY26, continuing the trend from H2 FY25. The strategic foundations laid in prior years to grow the USA business are now materialising and are sustainable. The ORW / 4WP business is outperforming expectations and has produced consistent monthly profits in Q1 FY26. Sales to OEMs are forecast to decline in H1 FY26 and return to growth in H2 FY26 for a small increase in revenue for the full year. ARB expects progressive development of its OEM pipeline with both new customers and new products for future growth. FX headwinds are continuing to impact margins. Inventory has been reduced further in Q1 FY26 with corresponding positive cash flows. The Board believes that the Company is well-positioned to achieve long- term success through: Expansion of the Australian and NZ Aftermarket with new and upgraded retail stores and stockists. Strategic partnerships with key OE customers in Australia and the USA. Continued growth of ARB’s export business, in particular through owned channels in the USA. A strong balance sheet and strong cash position. A pipeline of new product developments and releases. A well balanced management team with a blend of long-term ARB and experienced external executives. 44 For personal use only
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THANK YOU 45 For personal use only