2025 AGM Presentation
| Stock | ARB Corporation Ltd (ARB.ASX) |
|---|---|
| Release Time | 16 Oct 2025, 9:08 a.m. |
| Price Sensitive | Yes |
ARB Corporation Ltd 2025 AGM Presentation
- Sales revenue growth of 5.3% in FY25 despite challenging circumstances
- Profit after tax 10-year CAGR of 8.3% from FY15, with a 7.6% decline in FY25 excluding one-off items
- Continued investment in manufacturing, engineering, and new product development
ARB Corporation Ltd presented its 2025 Annual General Meeting (AGM) with a focus on the company's financial performance, operational updates, and future outlook. In the 2025 financial year, ARB achieved sales revenue growth of 5.3%, with a 10-year compound annual growth rate (CAGR) of 8.3% from FY15. Profit after tax also had a 10-year CAGR of 8.3% from FY15, although it declined by 7.6% in FY25 excluding one-off items such as capital gains on property sales and transaction costs related to investment acquisitions. The company continued to invest in its manufacturing capabilities, including new equipment, automation, and facility upgrades in both Australia and Thailand. ARB also made significant investments in engineering and R&D, including the establishment of a US-based engineering team and the redevelopment of the Earth Camper product for the US market. The company's Australian aftermarket business remained strong, representing 55.2% of total sales, while export sales grew by 16.4% and now account for 36.6% of total sales. ARB also provided updates on its safety initiatives, including improvements in injury management, forklift and pedestrian interaction, and employee health and welfare programs. The company's outlook remains positive, with a focus on continued investment in innovation, new product development, and international expansion.
ARB Corporation Ltd expects similar new vehicle sales in FY26 compared to FY25, with a decline in sales of major 4x4 pick-up models in Australia offset by growth in other segments. The company's effective tax rate increased to 27.7% in FY25 from 27.4% in FY24.
ARB Corporation Ltd remains focused on continued investment in innovation, new product development, and international expansion to support future growth. The company is actively seeking new development sites for its flagship retail stores in Australia and is expanding its distribution and marketing channels in China to build a sustainable revenue stream in that market.