Breville Group Limited · ASX:BRG
Breville — Shareholder Meeting (November 2026)
31 slides from Breville's shareholder meeting presentation, Nov 5, 2026
Slide 1: 2026 Annual General Meeting Presentation
Breville Group Limited ABN 90 086 933 431 Ground Floor, Suite 2, 170 -180 Bourke Road Alexandria, NSW 2015, Australia T +61 2 9384 8100 F +61 2 9700 1249 For personal use only 5 November 2026 ASX Market Announcements Office Australian Securities Exchange Level 27, 39 Martin Place Sydney NSW 2000 202
Slide 2: Chair's Address at 2026 AGM
Chair’s Address at 2026 AGM Slide 1 For personal use only Good morning and welcome to the 2026 Annual General Meeting of Breville Group Limited. My name is Tim Antonie, and I am the Chair of the Company. Slide 3 I would like to begin by acknowledging and paying respect to the traditional custodians
Slide 3: Chair's Address (continued)
The Group’s newer geographical markets performed exceptionally, with China, Korea, Mexico and the Middle East collectively growing revenue by over 70% in FY26. Substantial progress was made on the Group’s AI transformation, with above 50% of employees now in the top tier for amplification. We see si
Slide 4: CEO's Address at 2026 AGM
CEO’s Address at 2026 AGM Slide 12 Thank you, Tim, and good morning to everyone. For personal use only Today, I will walk through our FY26 results, touch on new products, new geographies performance, and the AI Transformation Program, then give a brief update on 1H27. Slide 13 Given that we presente
Slide 5: CEO's Address (continued)
The fact that we were able to do this across all coffee products in 40 countries, in 17 languages, simultaneously, is a testament to the strength and flexibility of the underlying platform, magnified by our AI program. Slide 19 For personal use only Our new geographies (Mexico, China, South Korea, a
Slide 6: CEO's Address (closing and outlook)
Friday to Christmas. This means the important months are in front of us. The first quarter can’t tell you that you’ve won, but it can tell you that you’ve lost. The good news is the first quarter of FY27 was on plan. This suggests that despite the current global complexities, the premium consumer is
Slide 7: Annual General Meeting November 2026
(ASX : BRG) Annual General Meeting rsonal use only 5 November 2026
Slide 8: Disclaimer
Disclaimer rsonal use only To the extent this Presentation contains any forward -looking statements, such statements are not guarantees of future performance and involve known and unknown risks and uncertainties and other factors, many of which are beyond the control of BRG Group, its Directors and
Slide 9: Acknowledgement of Country
rsonal use only Acknowledgement of Country We would like to acknowledge the traditional custodians on whose land we meet today. We would like to pay respect to their Elders: past and present; and further extend that respect to all Aboriginal and Torres Strait Islanders present here today. We celebra
Slide 10: Agenda
Agenda 1. Chair’s Address – Timothy Antonie rsonal use only 2. Managing Director & CEO’s Address – Jim Clayton 3. Formal Items of Business • Annual Report • Remuneration Report • Re -election and Election of Board Endorsed Directors • Election of Non -Board Endorsed Director • Grant of Rights to Man
Slide 11: Chair's Address
rsonal use only Chair’s Address Timothy Antonie 5
Slide 12: Strong FY26 and Sustained Multi-Year Growth
Strong FY26 and Sustained Multi -Year Growth rsonal use only 6
Slide 13: FY26 Financial Highlights
rsonal use only FY26 Financial Highlights REVENUE MARKETING / R&D / TECH SPEND A$1.8bn A$261.6m +6.7% vs FY25 | 13.2% 7-year CAGR 14.4% of sales | 15.2% 7-year CAGR EBIT NET CASH A$207m A$104.4m +1.2% vs FY25 | 11.4% 7-year CAGR +115% vs FY25 EPS DIVIDENDS 95.5c 38cps +1.2% vs FY25 +2.7% vs FY25 7
Slide 14: Operational Headlines
rsonal use only Operational Headlines Robust delivery across key NPD releases drive Coffee & Manufacturing diversification strategic and operational Cooking double -digit revenue delivered on time and quality initiatives growth standards achieved Newer geographies deliver over US tariff impact subst
Slide 15: Business Sustainability
Business Sustainability Sustainability reporting rsonal use only 01 Mandatory climate -related disclosures 02 Ethical sourcing Responsible sourcing across our supply chain 03 Governance Board renewal, skills and independent oversight 9
Slide 16: Thank You
Thank You rsonal use only • BRG Global Team • Shareholders • Suppliers, Retail Partners and Consumers 10 10
Slide 17: CEO's Address
rsonal use only CEO’s Address Jim Clayton 11 11
Slide 18: CEO's Address – Agenda
CEO’s Address – Agenda rsonal use only • The Numbers • New Products and New Countries Performance • AI Transformation • 1HFY27 Update 12 12
Slide 19: Group Summary Result
Group Summary Result Record $1.8bn sales; manufacturing diversification delivered; EBIT in line with budget and guidance AUDm FY26 FY25 % Growth Commentary • Double-digit Global cc Revenue growth in 2H26 lifting the FY to 9.7% Revenue 1,810.9 1,696.6 6.7% • Reported revenue suppressed by significant
Slide 20: Global Product Segment by Theatre
Global Product Segment by Theatre Second half double -digit growth GLOBAL PRODUCT SEGMENT REVENUE AUDm % Growth FY26 FY25 % Growth rsonal use only CC1 Americas 879.3 822.2 6.9% 10.8% EMEA 408.1 374.4 9.0% 8.5% APAC 324.4 304.0 6.7% 8.3% TOTAL 1,611.8 1,500.6 7.4% 9.7% 1CC: constant currency Americas
Slide 21: Financial Position at June
Financial Position at 30 June Balance sheet strength supports strategic investments AUDm1 June 26 June 25 Commentary Inventory • Strong underlying cashflow supporting an improved net cash 465.8 426.3 rsonal use only position Receivables 310.6 302.3 • Earlier build of US inventory from new manufactur
Slide 22: CEO's Address – Agenda
CEO’s Address – Agenda rsonal use only • The Numbers • New Products and New Countries Performance • AI Transformation • 1HFY27 Update 16 16
Slide 23: New Product Launches
rsonal use only New Product Launches 17 17
Slide 24: Introducing Tap & Know Digital Brand Ambassador
rsonal use only Introducing T ap & Know Digital Brand Ambassador Powered by
Slide 25: New Geographies Performing Well
New Geographies Performing Well rsonal use only Breville|Sage Net Sales Performance, Constant Currency 74.0% Mexico South Korea 34.3% 40.2% FY23 FY24 FY25 FY26 China Middle East 19 19
Slide 26: CEO's Address – Agenda
CEO’s Address – Agenda rsonal use only • The Numbers • New Products & New Countries Performance • AI Transformation • 1HFY27 Update 20 20
Slide 27: What's the Point: Velocity & Quality
What’s the Point: Velocity & Quality Innovation -Driven Growth Flywheel 2016-2025 2026+ • Headcount • Headcount • Money • Tokens rsonal use only • Money GTM NPD R Geography • The unlock of AI is it adds “tokens” as a velocity input • Amplifying the employee base, both at the individual and team leve
Slide 28: AI Program Moving to Phase II
rsonal use only AI Program Moving to Phase II Training & Enablement Agents/Process Automation Team/Function AI Infrastructure Individual Phase I Phase II Individual Amplification Team/Function Amplification “Me” “We” 22 22
Slide 29: CEO's Address – Agenda
CEO’s Address – Agenda rsonal use only • The Numbers • New Products & New Countries Performance • AI Transformation • 1HFY27 Update 23 23
Slide 30: 1HFY27 Update
rsonal use only 1HFY27 Update • New products and new geographies continuing to perform well. • While the environment is dynamic, period -to -date, the overall business is performing within the planning parameters. • The global environment is creating some operational complexities, which our operatio
Slide 31: Annual General Meeting November 2026
(ASX : BRG) Annual General Meeting rsonal use only 5 November 2026