Slides
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Market Update 23 February 2026
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This presentation has been prepared by Supply Network Limited (SNL). The information in this presentation is current as at 23rd February 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 SNL, 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. SNL 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 SNL, 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. Disclaimer Page 2
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Group Sales Revenue $200.1 million 16.9% on pcp Profit After Tax $22.9 million 18.0% on pcp Basic Earnings per Share 52.4 cents 13.5% Dividends per Share 36.0 cents 12.5% First Half 2026 - Results Highlights Page 3 ** * Significant comparisons to Prior Corresponding Period (pcp): * 18.0% PAT growth is on a like-for-like basis, i.e. excluding the sale of our Christchurch property in July 2025, which increased PAT in the pcp by $0.4m. Reported PAT increased by 15.5% ** Our DRP operated for the Interim Dividend in the pcp but will not operate for the current period.
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Aerial picture of Darra Branch (Brisbane) following its upgrade in FY 2025 Doubling operating capacity and stock holding and gaining full control of the site FY2025 Darra Branch Upgrade Page 4
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Auckland - North Shore New Branch In the final stages of setup Trading commencement planned for 1 March 2026st Toowoomba Existing Branch relocation Construction has commenced Trading commencement planned for 1 Quarter FY2027st Perth Existing Branch relocation Site works have commenced Trading commencement planned for late 2 quarter FY2027nd Brisbane Existing Branch upgrade More than doubling storage and throughput capacity Full capacity integration planned for 3 Quarter FY2027rd Current Network Development Projects Page 5
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Demand Profile - Trucks 4t+ (CV4+) Page 6
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OEs - The vehicle manufacturers and their franchise networks OEs have natural advantages in the early years of a vehicle’s life: Relationship established at time the vehicle is sold Potential for contracts that extend vehicle warranty in exchange for exclusive use of Genuine Parts Full technical support capability, which is most important during the first few years following a new model release Background to Demand Profile Independents - All parts suppliers not contracted to OEs Independents also have natural advantages throughout a vehicle’s life: Flexible sourcing No conflict of interest with Fleet and Independent workshops Flexibility to build services related to parts supply, unrestricted by OE contracts Page 7
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Market Share Analysis - Trucks 4t+ (CV4+) Page 8
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Background to Market Share Analysis Definitions Long Term Market Trends Page 9 Genuine Parts - OEM Parts - Aftermarket Parts - Parts packaged with an OE logo, e.g. Isuzu, Volvo, Kenworth, etc Parts manufactured by companies approved to manufacture equivalent Genuine Parts All other replacement parts OEM Parts and Aftermarket Parts are increasing market share This has been indicated graphically with leftward directional trends on the boundaries between Genuine / OEM Parts and between OEM Parts / Aftermarket Parts Multispares (the trading operation for SNL) has also been increasing market share This has been indicated graphically with upward directional trends on the white curved boundary between OE market share and Multispares market share
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There have not been any changes to market dynamics, market strength or other external factors that would or should materially change our opportunities and business development plans. Current network development and IT projects are progressing well, without material change to cost expectations and, once completed, are expected to make a significant contribution to future operating capabilities. We are on track to meet or beat the $50m revenue growth target we set ourselves for FY2026. We will provide more commentary on financial performance following release of our FY2026 financial reports. Looking Ahead Page 10
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1 Turnbull Close, Pemulwuy NSW 2145