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FY26 FINANCIAL RESULT Lachlan McCann - Chief Executive Officer Damon Page - Chief Financial Officer & Company Secretary 25 August 2026
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FINANCIAL HIGHLIGHTS NEW VEHICLE SALES SALES PRODUCTS & OPERATIONS OUTLOOK FY26 CONTENTS 2
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FY26 KEY MESSAGES BRAND STRENGTHA TOUGH MARKET PROFIT PROTECTED EXPORT EXPANSION A challenging economic and geopolitical environment. Vehicle supply, and to a lesser extent demand, softened new 4x4 vehicle sales in multiple countries, including Australia, directly impacting our sales Improved performance in second half brought margins back in line with FY25, delivering a resilient financial result given the headwinds and FX challenges Our brand strength globally, associated product quality are reflected in strong GP, higher accessory attachment rates and revenue per fitment on key vehicles in key markets Our strategic investments into global engineering and distribution are delivering strong returns, with more expansion planned for the future 3
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FINANCIAL HIGHLIGHTS 4
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$0M $200M $400M $600M $800M $0M $50M $100M $150M $200M $0M $20M $40M $60M $80M $100M $120M $140M Sales 10-year CAGR of +7.0% from FY16. Sales revenue declined 3.8% in FY26 in a challenging economic and geopolitical environment. Strong sales in USA, Europe and South-East Asia. Lower new vehicle sales in Australia and constrained consumer discretionary spending. Profit before tax 10 year CAGR of +6.7% from FY16. Net profit before tax declined 8.9%. First half profit before tax declined 18.8% while the second half profit before tax grew 1.9% compared with the previous corresponding periods. Profit before tax excluding one-off adjustments declined 10.5%. Profits declined as a result of lower sales volumes. Gross margins and operating expenses were relatively comparable with the prior year. Profit after tax 10 year CAGR of +6.9% from FY16. Net profit after tax declined 5.2%. Basic earnings per share of $1.11, down 5.9%. The effective tax rate decreased from 27.7% in FY25 to 24.9% attributable to higher profits generated in Thailand. Profit before tax excluding one-off adjustments declined 7.5%. SALES REVENUE V FY25 SALES REVENUE: $702.0M DOWN 3.8% NET PROFIT BEFORE TAX V FY25 NET PROFIT BEFORE TAX: $123.0M DOWN 8.9% NET PROFIT AFTER TAX V FY25 NET PROFIT AFTER TAX: $92.4M DOWN 5.2% $694.5M $671.2M $693.2M $165.7M $122.1M $141.4M $122.0M $88.5M $102.7M $729.9M $134.9M $97.5M $702.0M $123.0M $92.4M FY26 FINANCIAL HIGHLIGHTS FY23 FY24 FY25 FY26FY22 FY23 FY24 FY25 FY26FY22 FY23 FY24 FY25 FY26FY22 5
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$0M $100M $200M $300M $400M $500M $0M $50M $100M $150M $200M $250M $300M $0M $10M $20M $30M $40M $50M $60M $70M $373.8M $383.5M $404.1M $268.4M$268.7M $245.3M $229.4M $43.4M $52.1M $42.4M $59.6M AU AFTERMARKET V FY25 SALES REVENUE: $390.1M DOWN 3.3% EXPORT SALES V FY25 SALES REVENUE: $268.4M UP 0.5% ORIGINAL EQUIPMENT V FY25 SALES REVENUE: $43.4M DOWN 27.2% Represents 55.6% of total sales (FY25: 55.2%). Decline of 3.3% for the full financial year with key Australian vehicle platforms down 4%. Mixed results across sales channels with dealer and fleet most significantly impacted by lower new vehicle deliveries. Challenging consumer market with constraints on discretionary consumer spending. Represents 38.2% of total sales (FY25: 36.6%). Export sales growth of 0.5% in FY26. The stronger Australian dollar in 2H FY26 resulted in a lower translation of AUD sales. The US achieved growth of 10.2% despite difficult trading conditions. The UK was materially impacted by lower new vehicle registrations. Difficult trading conditions in New Zealand and Middle East. Represents 6.2% of total sales (FY25: 8.2%). Sales to OEMs declined 27.2% attributable to timing of new contracts with new contracts initiated in FY25. Lower new vehicle deliveries in 2H FY25 impacted the reported sales to OEM with increased new vehicle deliveries expected for 1H FY27. $403.3M FY23 FY24 FY25 FY26FY22 $267.0M $59.7M $390.1M FY26 FINANCIAL HIGHLIGHTS FY23 FY24 FY25 FY26FY22 FY23 FY24 FY25 FY26FY22 6 TOTAL GROUP SALES BY CHANNEL
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A$000s FY26 % SALES FY25 % SALES $ CHANGE % CHANGE COMMENTS Sales 702,015 729,949 (27,834) (3.8%) Other revenue (excl gains in property sales) 6,520 5,485 1,035 18.9% Total Revenue 708,535 735,434 (26,899) (3.7%) Materials & consumables used (297,636) 42.4% (315,721) 43.3% 18,085 5.7% Reduced sales volumes, THB FX relief in 2H offset by cost inflation Employee expenses (179,473) 26% (176,205) 24% (3,268) (1.9%) Annual wage adjustments, reduced contractors in production Depreciation and amortisation expense (35,700) 5% (32,509) 4% (3,191) (9.8%) Recent property purchases and manufacturing capital expenditure Advertising expense (10,834) 2% (11,361) 2% 527 4.6% Distribution expense (16,341) 2% (16,579) 2% 238 1.4% Finance expense (2,200) 0% (2,357) 0% 157 6.7% Finance expense relating to lease accounting Occupancy expense (20,158) 3% (19,660) 3% (498) (2.5%) Increased number of sites, higher power costs Maintenance expense (7,572) 1% (7,649) 1% 77 1.0% Equity accounted share of profit/(loss) 854 0% (1,155) 0% 2,009 173.9% Investments in associates: ORW 50% and Nacho 49% Other expenses (20,842) 3% (19,616) 3% (1,226) (6.3%) IT protection software, compliance costs & fleet fuel costs Underlying Profit before Tax 118,633 17% 132,622 18% (13,989) (10.5%) Decline attributable to lower gross profit on sales volume decline Property sale gains 3,001 3,597 US investment transaction costs - (1,281) Change in fair value of contingent consideration 1,350 - Reduction in contingent consideration re: MITS Alloy acquisition Reported Profit before Tax 122,984 18% 134,938 18% (11,954) (8.9%) The Australian dollar was historically weak against the THB in 1H FY26 and recovered in 2H FY26 reflecting slightly stronger margins across the financial year. The conflict in the Middle East impacted sales volumes and delivery timings, fuel prices and distribution expenses. Two sales price increases were processed in FY26. Increased spend in IT protection software and compliance costs, including sustainability reporting. FY26 PROFIT & LOSS FY26 V FY25 7 Materials and consumables used decreased from 43.3% of sales in FY25 to 42.4% in FY26.
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FY26 PROFIT & LOSS 1H V 2H 8 A$000s 1H FY26 1H FY25 % DIFF 2H FY26 2H FY25 % DIFF FY26 FY25 % DIFF Sales Revenue 357,978 361,727 (1.0%) 344,037 368,222 (6.6%) 702,015 729,949 (3.8%) Materials & consumables used (157,025) (149,747) (4.9%) (140,611) (165,974) 15.3% (297,636) (315,721) 5.7% Margin 200,953 211,980 (5.2%) 203,426 202,248 0.6% 404,379 414,228 (2.4%) Net operating expenses (143,002) (142,761) (0.2%) (142,744) (138,845) (2.8%) (285,746) (281,606) (1.5%) Underlying Profit before Tax 57,951 68,219 (16.3%) 60,682 63,403 (4.3%) 118,633 132,622 (10.5%) One-off adjustments: Property sale gains 1,348 2,374 1,653 1,223 3,001 3,597 US investment transaction costs - (1,281) - - - (1,281) Change in fair value of contingent consideration - - 1.350 - 1.350 - Thule discontinuation (i) (2,188) - 2,188 - - - Reported Profit before Tax 57,111 70,312 (18.8%) 65,873 64,626 1.9% 122,984 134,938 (8.9%) 2H FY26 improved significantly on 1H FY26 First Half 1H FY26 underlying profit before tax of $58.0m declined 16.3% compared with 1H FY25 due to the weaker Australian dollar against the THB and an over recovery of factory fixed costs in the prior period reflected in higher inventories levels. Net operating expenses of $143.0m were broadly in line with the prior comparative period despite a high inflationary environment. Second Half 2H FY26 underlying profit before tax of $60.7m declined 4.3% compared with 2H FY25 as the Australian dollar returned to levels consistent with the prior period. Net operating expenses of $142.7m increased 2.8% reflecting wage growth and the flow on impact of the conflict in the Middle East. (i) The Thule discontinuation loss recognised in 1H FY26 was predominantly attributable to the write-off of goodwill. The associated charge was reversed in 2H FY26, as the goodwill had been allocated to the Australian Aftermarket cash-generating unit and therefore was no longer separately identified at the original acquisition level.
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$83.6M CASH DIVIDENDS FY25 Special dividend 50.0 cps FY25 Final dividend 35.0 cps FY26 Interim dividend 34.0 cps All dividends fully franked @ 30% tax rate Announced: FY26 final dividend 35.0 cps $103.7M CASH FLOWS FROM OPERATIONS Cash flows from operations broadly equal profit after tax plus depreciation less foreign exchange Trade and other debtors -$7.7m Inventory +$6.1m Trade payables +$2.8m $92.4M Profit after tax $36.6M PAYMENTS FOR PROPERTY, PLANT AND EQUIPMENT $24.0M Property $12.6M Plant & equipment $47.9M NET CASH HOLDINGS $0 Debt Net cash down $21.3m reflecting 50cps special dividend paid FY26 CASH FLOW HIGHLIGHTS 9
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NEW VEHICLE SALES
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0 10 20 30 40 50 60 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 FY26 FY25 Ranger and HiLux, ARBʼs stronghold, are still dominant, despite a softening market. Declining new vehicle sales for core ARB models continued in FY26. Australiaʼs sales of major 4x4s declined in FY26, most notably the top 3 selling pick-ups (Ford Ranger, Toyota HiLux and Isuzu D-Max) and the top 3 selling SUVs (Ford Everest, Toyota Prado and Isuzu MU-X). Constrained availability of key Toyota models - Prado, LandCruiser Wagon and LandCruiser Pickup - weighed on sales throughout FY26. Toyota is forecasting an improvement in H2 CY26. FY27 vehicle sales are expected to be broadly in line with FY26, with the upside of improved Toyota supply. NUMBER OF VEHICLES SOLD (‘000) (4%) (4%) (9%) (13%)(10%) (17%) (3%)10% 12% (38%) PERCENTAGE CHANGE BYD Shark 6 64% FY26 AUSTRALIAN NEW VEHICLE SALES V FY25 11
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SALES
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4x4 accessories require specialist knowledge, custom- designed facilities and proven skills to sell and install. ARB customers expect a premium experience curated through a tailored sales and fitting process to consistently delight our customers. ARB has built the best specialised 4x4 aftermarket distribution network in Australia ARB continues to expand this market-leading network. ARB is proud to continue investing significantly in company- owned stores, and equally values the substantial investments made by our independent partners. This reflects the strategic importance of the network and our shared confidence in its future. FY26 saw the establishment of our first dedicated fleet fitment centre in Auburn, NSW, extending our specialist model into the growing fleet channel. We have a long list of independents wanting to invest in future stores, alongside a strong pipeline of our own new developments. FY26 ARB NATIONAL SALES AFTERMARKET RETAIL STORES Our specialist network continues to underpin our largest sales channel. Flagship ARB store developments completed in FY26 AUSTRALIA’S BIGGEST AND BEST 4X4 SPECIALIST NETWORK 2 FLAGSHIP UPGRADES 80 ARB STORES IN TOTAL NATIONWIDE 3 FLAGSHIP NEW SITES 13 TOWNSVILLE The biggest ARB store ever at 3,527m2 AUBURN Fleet fitment centre LAUNCESTON Flagship upgrade 33 47 Corporate Independent
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Seamless Customer Experience Support customer journey by product or vehicle. A single source for product information, pricing and purchases. Integrated vehicle fitment database to ensure accessory suitability. Better Customer Insights Detailed analytics about our customers and what they are searching for. Drive smarter decisions on marketing and product development. A Successful Transition ARB has maintained its position as the #1 visited 4x4 accessory website in Australia through the transition. Nearly twice as many customers now use the site to find their local store / stockist. Strong early growth in direct to customer product sales from a standing start. A consistently high conversion rate for online quotes. A strong pipeline of enhancements being worked on, with international expansion to follow. Integrated and Scalable Designed to complement socials, organic search and online shopping portals. Parts catalogue dynamically synced. One platform that can scale across geographic, language and brand boundaries. Custom process flows and integrations across the business. Omni-Channel Transactions Direct ship, click-and-collect and online quote requests. Directly integrated into private and corporate store inventory management. A curated range of products available online for direct purchase, expanding over time. FY26 ARB NATIONAL SALES E-COMMERCE 14 ARB MIGRATED ITS AUSTRALIAN WEBSITE TO A STATE-OF-THE-ART, INTEGRATED E-COMMERCE PLATFORM
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Fitter performance and team retention continues to be a focus for the business. Multiple recruitment and retention activities are delivering a sustained improvement in retention, and reduction in turnover. ARB is actively recruiting for fitters in all States. NPS PERFORMANCE Net Promoter Score (NPS) is a metric used to measure customer loyalty and satisfaction. Over the last 12 months, ARBʼs NPS score has increased from an average of 68 to 75, indicating highly, and increasingly satisfied customers. Detractor reasoning is closely monitored and used for ongoing improvement programs. FY26 ARB NATIONAL SALES PERFORMANCE Customer Satisfaction Promoter Passive Detractor NPS Jul'25Aug'25Sep'25Oct'25Nov'25Dec'25Jan'26Feb'26Mar'26Apr'26May'26Jun'26 0% 20% 40% 60% 80% 100% The Australian Aftermarket had a challenging FY26, with ARB sales (excluding subsidiary businesses) performing marginally better than new 4x4 vehicle sales. Retail sales in corporate stores were resilient, offset by softer sales to wholesale customers, including independent stores and stockists, and fleet sales. FITTING PERFORMANCE Fitter Turnover & Retention Turnover Retention Jul'23Oct'23Jan'24Apr'24Jul'24Oct'24Jan'25Apr'25Jul'25Oct'25Jan'26Apr'26 40% 50% 60% 70% 80% 15 MARKET SUMMARY
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Continued growth despite the market: FLA revenue grew in FY26 even as Ford Ranger sales declined. Ranger Super Duty: Standout result, from being first to market, to strong take-up across the new range. Engineering works commenced: Products for the next all- new Ford Ranger and Everest models. Speed-to-market edge: Factory-backed accessories on Ford's key platforms, ahead of competitors. Future expansion: Ongoing discussions with Ford about extending the program with other products and into other markets. Dec-21Jun-22Dec-22Jun-23Dec-23Jun-24Dec-24Jun-25Dec-25Jun-26 FY26 ARB NATIONAL SALES FLA PARTNERSHIP Licensed Accessory program continues to perform strongly. 16
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The US was the major growth region with sales through wholesale, 4WP/ORW and other channels delivering strong growth despite economic and tariff headwinds. Asia was the other strong contributor to the financial year, partially offsetting declines in the UK, Middle East and New Zealand. Export sales of $268.4M recorded a net increase of 0.5% in FY26 in a challenging international environment. FY25 FY26 0 20 40 60 80 100 120 Asia, NZ & Pacific EU, ME & Africa Nth & Sth America ARB EXPORT SALES BY REGION (A$M) (2.1%) (9.4%) 10.2% FY26 EXPORTS 17 Export sales represented 38.2% of ARB sales.
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FY26 EUROPE AND MIDDLE EAST European sales were broadly stable during FY26, with local sales increasing despite ongoing pressure in parts of the light commercial vehicle market. ARBʼs European business through the aid and relief sector has been impacted due to reduced funding. The use in Defence of mid-sized 4x4 vehicles is increasing and we expect an uplift in defence business to offset aid and relief declines. The overall regional result was impacted by weaker trading conditions in Eastern Europe. Revenue in mainland Europe grew in FY26. The UK pickup market contracted sharply following tax changes affecting double-cab vehicles, with registrations down by more than 50% in the second half of FY26. This contributed to lower sales in the UK. However, conditions are anticipated to improve later in CY26 as new pickup models arrive, including Chinese models for which Truckman has been awarded contracts. Despite this tough environment, sales of ARB products into the UK more than doubled year- on-year. ARBʼs capital investment in the Middle East reflects our long-term vision for the region. The Middle East was impacted by regional conflict, which disrupted shipping routes and demand, especially during 2H FY26. Much of this decline was offset by servicing regional customers directly from our global distribution centres. This demonstrates the resilience and flexibility of our distribution model and keeps us well positioned to benefit as conditions in the region stabilise. EUROPE UK MIDDLE EAST 18The Europe and Middle East region has been impacted by multiple economic and political challenges.
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FY26 EMERGING MARKETS ARB China Co., Ltd, a wholly owned subsidiary, commenced operations late in FY26, with local and Australian dignitaries attending the official opening in May. Setting up a local presence is a major step in re- establishing China as a key market for ARB, and initial demand has been strong. It also provides a foundation for further strengthening relationships with local OEMs, given both the market and its manufacturers are important to ARBʼs future. Africa is a similar opportunity to Australia, with higher overall 4x4 vehicle sales and a lower fitment rate, but ARBʼs sales lag behind Europe and Latin America. ARB has a 30+ year heritage as a premium brand in Africa, with a loyal following and established distribution partners. The terrain, distances and dominant platforms (LandCruiser, HiLux, Ranger) mirror Australia, so our products suit the market with little adaptation. ARB is establishing a direct, in-market wholesale operation in South Africa, beginning in FY27. ARB will continue to work with its distribution partners in the region, while building on positive engagement with a number of local OEMs. A local presence will enable ARB to increase product availability, optimise pricing, and build an even stronger brand, targeting a step- change in African sales over the medium term. CHINA AFRICA 19 The strength of the ARB brand continues to support future growth opportunities.
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FY26 US BUSINESS Despite ongoing economic and political challenges facing the US market, ARB recorded USD growth of 13.5%. All channels performed well including the wholesale business buoyed by the 4 Wheel Parts joint venture, Latin America, e-Commerce and the OEM business through Toyota USA. Poison Spyder has performed well in its first year after relaunch, with demand outstripping supply. A strong inventory pipeline has positioned the brand for ongoing growth. This sustainable growth across all channels continues to validate the ongoing investment into the US market. ARB USA has commenced sales of the Ascent canopy (“truck capsˮ) into the local US market, starting with the Toyota Tacoma. The ARB Ascent canopy offers a unique pre- painted, ready-to-install solution that provides a competitive edge. In early 2026, ARB announced an exclusive distribution partnership with Meyer, one of the nationʼs leading accessories distributors, with a strong reputation for speed and service. ARB is planning to expand the canopy range to additional vehicle platforms over the coming year; the USA Ranger is complete and the Ford F150 will make its debut at SEMA ‘27. In June, ARB USA successfully completed migration from the distribution centre in Auburn, Washington to its new home in Norco, California. This migration brings inventory closer to ARBʼs largest customers, particularly 4 Wheel Parts in California, while providing a long-term home for the engineering team. In early FY27, ARB will migrate one of 4 Wheel Parts smaller distribution centres into the Norco location, as done previously with theTexas and Florida sites. SALES CANOPY NORCO MIGRATION ARB USA has continued to deliver double-digit growth in FY26, with further growth expected in FY27. 20
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US engineering centre now fully operational and scaling, with more engineers, and new equipment for local prototyping and product development through FY27 , bringing development closer to the market. Building a full range for full- and mid-sized trucks across both suspension and fabricated protection, targeting the largest, most valuable segments of the US market. Completed the first fully US-led development - suspension for the latest 4Runner - putting ARB first to market and marking a major capability milestone. Collaborated with the Australian team to jointly develop solutions for key platforms such as the Tacoma and LandCruiser 250. New products are already contributing to sales growth. Next: Expanding suspension and protection across more platforms and broadening the canopy range for local vehicles. 21 FY26 US BUSINESS ENGINEERING: WORKING LOCALLY IN THE WORLD’S LARGEST 4X4 MARKET
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FY26 OFF ROAD WAREHOUSE & 4 WHEEL PARTS FY26 HIGHLIGHTS Strong ARB sell-through growth. High double-digit growth, driven primarily by increased sell-through of ARB accessories, including expanded range from engineering. Profitable growth. ORW/4WP continues to operate profitably, contributing successfully to the overall business. ARB store-in-store rollout progressing well: 8 stores completed to date. A further 22 due by the end of CY26. On track for full rollout across all 47 stores in 9 states. Premium Store Concept 4WP Dallas, Texas 4WP Riverside, California 22 WHAT’S NEXT Renewed e-Commerce platform. Launches in H1 FY27, expanding reach and driving further ARB product sell-through. Premium retailer repositioning. 4WP is planning to transition to a focused premium retailer, aligning with the ARB brand experience and higher margins. Rollout planned for FY28. Continued ARB range expansion. Growing ARB product availability across the network through ongoing US and Australian engineering.
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OE sales were $43.4M in FY26, down 27% on FY25. OE sales represented 6.2% of total FY26 sales which excludes the OE business outside of Australia. The decline was temporary, driven by a lull between major vehicle programs and constrained supply of key vehicles, rather than any change in ARB's competitive position. A partial recovery emerged in the second half. Toyota has announced materially improved vehicle supply in the first half of FY2027 of models core to ARB ʼs OEM business, which will drive further recovery. ARB has recently secured contracts for two future platforms with new US OEMs. New projects typically have a 2-year to 4-year development cycle. 1H FY24 2H FY24 1H FY25 2H FY25 1H FY26 2H FY26 0 5 10 15 20 25 30 35 OEM SALES ($M) FY26 ORIGINAL EQUIPMENT MANUFACTURERS 23
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FY26 LANDCRUISER FJ TOYOTA.JP/LANDCRUISERFJ/ ARB has worked with Toyota to develop and launch a set of accessories for its newly launched LandCruiser FJ for multiple international markets. The release of this vehicle using ARB branded accessories is a very meaningful reflection of the ARB brand strength in markets through Asia, Latin America and Africa where the volume of these vehicle will be sold. Sales of the vehicle and its accessories have exceeded expectations. ARB and Toyota are in discussions about extending this brand partnership to other models. 24 TOYOTA LANDCRUISER FJ
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PRODUCTS & OPERATIONS
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FY26 MORE ENGINEERING, MORE PRODUCTS 26 Products are our foundation Our success is built on innovative, high-quality products and we are reinvigorating our focus on product development to keep it that way. Refocused engineering We have done the work to get engineering refocused, revamping the function to deliver at the pace and standard the business demands. Backed with investment We are increasing our engineering investment by 10–15% per year, backing our focus with real capability. More new products, faster We will deliver a higher cadence of all-new products, and an increased pace and scope of new vehicle applications. The opportunity isnʼt the constraint Our problem has never been the list of opportunities, and we are building the capacity to pursue them. A strong and growing global footprint A truly international engineering team, going from strength to strength. Thinking global, acting local.
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FY26 PLAYING THE LONG GAME IN AN EVOLVING MARKET Deliberate There are too many opportunities to pursue them all, so we invest intentionally in those where we can create the most value for the customers who value ARB most. Considered We prioritise proven, higher-return platforms while carefully testing developing ones (including BYD), evolving as real market data emerges. Invested in China, not just Chinese brands We have established ARB in China and are in direct dialogue with every major manufacturer. The ARB brand travels Our brand is as strong in China as anywhere in the world, which is why the major brands want to work with us. Drivetrain-agnostic EV, ICE or hybrid is irrelevant; owners of great vehicles who take pride in their vehicles will always want great accessories. OEM contract opportunities We have already secured and started delivering on Chinese OEM and other EV contracts, with more in negotiation. OUR CONSIDERED, STRATEGIC APPROACH TO EMERGING BRANDS AND EVS 27
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FY26 SPEED TO MARKET AND FOCUS 28 Being first to market for the right vehicles matters We were first to market with accessories for the new Ford Ranger Super Duty and new Toyota HiLux. Even in a softer 4x4 new vehicle market, these are still Australiaʼs top selling vehicles. Fitment rate for accessories on the Ranger Super Duty has been higher than we have ever seen on a vehicle. We have also seen an associated increase in fitment rate on Ranger over the same period. Concurrently, we have seen an increase in fitment rate since the launches of the new HiLux and our accessories. Only ARB has the local manufacturing presence and capacity to deliver such outcomes. SPEED MATTERS ... AND SO DOES FOCUS Focusing on the right vehicles makes a difference We know that the price of a vehicle often correlates to a customerʼs appetite for the quantity and price of accessories. For example, the average LandCruiser 300 Series customer spends around twice as much on ARB accessories as the average Mitsubishi Triton customer. We know that itʼs not just about the volume of vehicle sales; itʼs also about the type of customer who buys that vehicle. This is why we prioritise the established, high-value platforms which account for the majority of accessory demand, rather than chasing volume alone.
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FY26 OUTLOOK ARB's Aftermarket business showed resilience through a challenging FY26, finishing with a stronger second half and a solid order book and daily order intake. Improving supply of key 4x4 vehicles in Australia, including the reintroduction of the Toyota LandCruiser 70 Series. Also the much improved availability of the Toyota HiLux, Prado and Land Cruiser 300 Series. This will provide ARB with great opportunities in FY27. ARB's Export business continues to trend positively, with UK registrations expected to recover and Europe performing well, although the Middle East remains impacted by regional conflict. The US outlook remains positive, with the strategic foundations laid in prior years continuing to materialise into sustainable growth. Growth in South-East Asia is expected to continue, while the newly established presences in China and South Africa position ARB for growth in these markets over the coming years. Sales to OEMs are expected to improve in FY27 following a temporary decline, subject to OEM supply chains and future platform release timing. ARB will increase its investment in engineering over the coming years, supporting a higher cadence of new product releases and faster application development. Further details on ARB's product strategy, engineering investment and international expansion, including China and South Africa, will be provided at the AGM. The Board believes that the Company is well-positioned to achieve long-term success through: Continued expansion of the Australian and NZ Aftermarket with new and upgraded retail stores. Strategic partnerships with key OE customers in Australia and internationally. A growing export business supported by ARB's own distribution channels in the United States. A strong balance sheet with $47.9m cash and no debt. A deep engineering capability and a pipeline of new product developments, backed by increased investment in product development, enabling ARB to capitalise on an evolving car parc. A well balanced management team with a blend of long-term ARB and experienced external executives. 29
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Q&A 30
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This presentation has been prepared by ARB Corporation Limited (ARB). The information in this presentation is current as at 25 August 2026. 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. FY26 DISCLAIMER 31
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THANK YOU 32