Slides
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1 JB HI-FI LIMITED JB Hi-Fi Limited 2026 AGM
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JB HI-FI LIMITED PAGE 2 Chair’s Address STEPHEN GODDARD
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JB HI-FI LIMITED PAGE 3 Motivated, passionate and knowledgeable staff Chair’s Address
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JB HI-FI LIMITED PAGE 4 230+ Stores Leading retailer of technology and consumer electronicsProduct offering Leading retailer of home appliances and consumer electronics Value proposition Known and trusted for value Best brands, big range, low prices Customer focus Known for passionate, knowledgeable team members Exceptional customer service https://www.thegoodguys.com.au/wcsstore/AUOnlineSAS/images/good-guys-logo.svg https://www.thegoodguys.com.au/wcsstore/AUOnlineSAS/images/good-guys-logo.svg Target customer base Scale & Diversification Low Cost Operating Model Multichannel Capability People and Culture Three iconic retail brands leveraging a Group support function and underpinned by 4 key competitive advantages 21 3 4 Purpose Help people with better ways to live, learn, work, and play Help families live better for less Tech-savvy demographic Home-making families Channels Online JB HI-FI Business JB HI-FI Education Phone Sales 100+ Stores Online TGG Commercial Phone Sales Leading retailer of premium home appliances and bathroom products Help people make great homes Home renovator and new home builders 10+ Stores Online Commercial developers Builders & Architects Chair’s Address The group model
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JB HI-FI LIMITED PAGE 5 Generating sustainable long-term growth Community Investment Make a positive impact in the communities in which our team members live and work Ethical Sourcing Work with our supply partners to protect and further human rights Climate Action Working towards net-zero direct scope 1 & 2 (market- based) carbon emissions by 2030 Recycling & Circular Economy Manage operational waste and end-of-life product responsibly and optimising recycling Health, Safety & Wellbeing Create and maintain a safe and healthy workplace Engagement, Talent, Diversity & Inclusion Build highly engaged teams, develop our people and ensure that we maintain a diverse and inclusive work environment OUR PEOPLE OUR COMMUNITIES OUR ENVIRONMENT Chair’s Address
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JB HI-FI LIMITED PAGE 6 A focus on long-term shareholder value JBH share price CAGR of 17.7% since listing, compared to 4.4% on the ASX 200 over the same period Chair’s Address $- $20.00 $40.00 $60.00 $80.00 $100.00 $120.00 $140.00Share Price JB Hi-Fi Share Price ASX 200 (rebased against JBH share price)
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JB HI-FI LIMITED PAGE 7 Group CEO’s Address NICK WELLS
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JB HI-FI LIMITED PAGE 8 FY26 Group Results 1 Underlying results, which exclude the one-off $13.7 million expense in FY25 relating to the resolution of the ACCC proceedings against The Good Guys 2 Attributable to the owners of JB Hi-Fi Limited SALES $11.1B 4.8% NPAT $489.9M 6.0% EBIT $734.4M 5.8% 3.8% 2 EPS 448.1cps 5.9% UNDERLYING 2 2.9% 2.9% DIVIDEND 337.0cps 22.5% 1 Group CEO’s Address
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JB HI-FI LIMITED PAGE 9 Group FY27 Focus Areas CUSTOMER FIRST e&s Expansion Retail Execution Store Growth Multichannel Growth Supply Chain 1 2 3 4 5 Group CEO’s Address
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JB HI-FI LIMITED PAGE 10 FY27 sales update ▪ For the period 1 July 2026 to 30 September 2026 (Q1 FY27) ▪ Total sales growth for JB HI-FI Australia was -0.4% with comparable sales growth of -1.4%. ▪ Total sales growth for JB HI-FI New Zealand was 17.3% with comparable sales growth of 10.7%. ▪ Total sales growth for The Good Guys was -0.1% with comparable sales growth of -0.4%. ▪ Total sales growth for e&s was -3.7% with comparable sales growth of -4.5%. ▪ The Group continues to see variability in trading and heightened competitive activity, with customers remaining focused on value and increasingly shopping during promotional events. In October, the Group has seen sales slow ahead of the important Black Friday and Christmas trading periods. As always, the Group will continue to focus on driving demand and growing market share through creating great value offers for its customers and delivering exceptional customer service. Group CEO’s Address
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JB HI-FI LIMITED PAGE 11 JB Hi-Fi Limited The material in this presentation is general background information about JB Hi-Fi Limited (ACN 093 220 136) (JB Hi-Fi) and its activities current as at the date of the presentation, 29th October 2026. It is information given in summary form and does not purport to be complete. It should be read in conjunction with JB Hi-Fi’s other periodic and continuous disclosure announcements filed with the Australian Securities Exchange, which are available at www.asx.com.au. Information in this presentation is not intended to be relied upon as advice to investors or potential investors and does not consider the investment objectives, financial situation or needs of any particular investor. Investors should consider these factors, and consult with their own legal, tax, business and/or financial advisor in connection with any investment decision. This presentation has not been audited in accordance with Australian Auditing Standards. This presentation contains statements that are, or may be deemed to be, forward looking statements. Readers are cautioned not to place undue reliance on such forward-looking statements. Such forward looking statements are not guarantees of future performance and involve known and unknown risks, uncertainties and other factors, many of which are beyond the control of JB Hi-Fi, which may cause actual results to differ materially from those expressed or implied in such statements. There can be no assurance that actual outcomes will not differ materially from these statements. The operating and financial performance of JB Hi-Fi is influenced by a variety of general economic and business conditions, including levels of consumer spending, inflation, interest and exchange rates, access to debt and capital markets, government fiscal, monetary and regulatory policies. No representation or warranty, expressed 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, JB Hi-Fi and its related bodies corporate, respective directors, employees or agents, and any other person does not accept liability for any loss arising from the use of this presentation or its contents or otherwise arising in connection with it, including, without limitation, any liability from fault or negligence. Important Notice and Disclaimer