1H FY2026 Results Presentation

• Sales declined 1.0% in a challenging environment
• Profit before tax declined 18.8% due to weaker Australian dollar and lower factory overhead recoveries
• Exports grew 8.8%, led by 26.1% growth in the US

ARB Corporation Ltd reported its 1H FY2026 results, with sales declining 1.0% to $358.0 million and profit before tax declining 18.8% to $57.1 million. The weaker Australian dollar, primarily against the Thai baht, and lower factory overhead recoveries contributed to the decline in profitability. Reported profit after tax was $42.2 million, down 17.2%. Underlying profit before tax, excluding non-operating items, declined 16.3%. Sales into the Australian Aftermarket declined 1.7%, while export sales grew 8.8%, including strong 26.1% growth in the US. Sales to Original Equipment Manufacturers (OEMs) declined 38.2% as customers had increased inventory levels in 2H FY2025. ARB continues to invest in its Australian distribution network, with plans for new and upgraded stores in 2H FY2026 and FY2027. The company's ecommerce platform was launched in February 2026, and the US business, including the ORW and 4WP operations, continues to perform well, with the integration and restructuring progressing as planned. ARB's partnership with Toyota has expanded to include branded products in the US and Asia.