Car Group Limited · ASX:CAR
Car — Shareholder Meeting (October 2026)
23 slides from Car's shareholder meeting presentation, Oct 30, 2026
Slide 1: CAR Group Limited 2026 AGM Presentation
personal use only CAR Group Limited 2026 AGM Presentation 30 October 2026
Slide 2: Agenda
FY26 AGM Agenda personal use only 1 2 FY26 highlights & Strategy update FY27 outlook Page Page 4 – 10 11 – 18 2
Slide 3: AGM video available at cargroup.com
personal use only AGM video available at cargroup.com 3
Slide 4: 1. FY26 highlights & FY27 outlook
personal use only 1. FY26 highlights & FY27 outlook 4
Slide 5: FY26 highlights: Financial highlights
FY26 highlights Financial highlights personal use only Proforma1 Revenue Proforma1 EBITDA Adjusted2 NPAT Reported3 NPAT $1,253m $700m $407m $314m 12% 10% 12% 9% 11% 8% 14% In CC4 in AUD In CC4 in AUD In CC4 in AUD In AUD 100% 56% 107.6cps 1.7x Cash Conversion5 Proforma1 EBITDA margin Adjusted2 Earni
Slide 6: Compounding growth
FY26 highlights Compounding growth Consistent growth through multiple cycles personal use only Group Proforma1 financial performance ($AUDm) • Used vehicles are less cyclical than new vehicle transactions. They are the largest, most consistent part of Revenue Revenue EBITDA CAGR: 14% the market. • D
Slide 7: Shareholder return
FY26 highlights Shareholder return CAR Group (CAR) Total Shareholder Return (TSR) v S&P/ASX 200 Total Return Index (AXNT)1 personal use only 1,400% CAR Group (ASX:CAR) S&P/ASX 200 818% 1,200% 1,000% 800% 600% 400% 277% 200% 0% (1) Total Shareholder Return (TSR) includes dividends paid and share pric
Slide 8: Our global portfolio
FY26 highlights Our global portfolio Key brands and group revenue contribution personal use only The Americas Australia North America Latin America Asia Revenue +7% +12% +19% +15% Adjusted EBITDA +8% +12% +23% +14% 41% 26% 20% 12% of Group of Group of Group of Group Revenue Revenue Revenue Revenue G
Slide 9: Strong cash flow and robust balance sheet
FY26 highlights Strong cash flow and robust balance sheet Cash flow conversion Leverage, net debt Capex personal use only 100% EBITDA to cash conversion reflects the Leverage ratio remains prudent at 1.7x. Growth capex investment as a percentage of attractive working capital profile of marketplace R
Slide 10: FY27 outlook
Outlook FY27 outlook personal use only We expect to deliver excellent growth in FY27 11-14% 10-13% 9-12% Revenue growth Adjusted EBITDA growth Adjusted NPAT growth in constant currency in constant currency in constant currency These financial outcomes are dependent on a number of factors, including
Slide 11: 2. Strategy update
personal use only 2. Strategy update 11
Slide 12: We own what matters in vehicle marketplaces
Strategy update We own what matters in vehicle marketplaces Transforming customer experience through scale, data and innovation personal use only The biggest audience in every market Clear #1 brands in every market we operate in, and the trust that comes with them Delivering the best customer experi
Slide 13: Agents are a new way to connect to our ecosystem
Strategy update Agents are a new way to connect to our ecosystem personal use only Direct Most of our traffic 1 Search is becoming agentic More of the searching, comparing and shortlisting will be done Audience by agents. We are building for it. Search engines LLMs Personal agents 2 Vehicles need a
Slide 14: Everything an agent needs to buy a vehicle sits with us
Strategy update Everything an agent needs to buy a vehicle sits with us personal use only A buyer asks their AI agent Stage What the agent needs What we have “Find a used family Broad selection of Most complete dealer and private SUV under $40,000 in Search inventory, in real time vehicles, live and
Slide 15: AI is earning revenue at every step of buying and selling
Strategy update AI is earning revenue at every step of buying and selling a vehicle personal use only Search and discovery Merchandising and Lead nurturing sourcing Help buyers find the right car, Better listings and more stock Turn interest into sales faster Natural language and voice search AI-wri
Slide 16: Product video available at cargroup.com
personal use only Product video available at cargroup.com 16
Slide 17: CG/lab is driving rapid AI product deployment
Strategy update CG/lab is driving rapid AI product deployment AI Technology Hub personal use only Key Areas of Focus Building core agentic AI capabilities Our global AI hub in Brazil builds core agentic capabilities, with local teams adapting them for each Embedding AI deeply across the customer jou
Slide 18: Key takeaways
FY26 AGM Key takeaways personal use only Double-digit growth in Proforma revenue, Proforma EBITDA and Adjusted NPAT in constant currency. Group EBITDA margins maintained at 56% while investing in Marine (US) and Dealer Direct (Korea). Excellent growth across every key segment, including double-digit
Slide 19: Thank you
personal use only Thank you 19
Slide 20: Appendices
personal use only Appendices 20
Slide 21: FY27 outlook and commentary
Appendices FY27 outlook and commentary FY27 Outlook FY27 Commentary personal use only Expect high single-digit % revenue growth driven by volume, yield and depth penetration in Dealer; volume, yield and Australia Instant Offer in Private; and continued product and advertiser diversification in Media
Slide 22: Disclaimer and non-IFRS information
Appendices Disclaimer and non-IFRS information Disclaimer personal use only The material in this presentation has been prepared by CAR Group Limited (ASX: CAR) ABN 91 074 444 018 (“CAR Group”) and is general background information about CAR Group’s activities current as at the date of this presentat
Slide 23: Overview of CAR Group non-IFRS financial information
Appendices Overview of CAR Group non-IFRS financial information What is IFRS and non-IFRS financial information? • IFRS financial information is financial information that is presented in accordance with all relevant accounting standards personal use only • Non-IFRS financial information is financia