Eagers Automotive Ltd (ASX:APE)

Half Year 2025 Eagers Automotive Ltd Earnings Call Transcript

Aug 27, 2025 / 11:30 PM GMT

Release Date Price: A$22.06 (+2.45%)

Transcript

Key Points

Positve

Eagers Automotive Ltd (ASX:APE) reported a strong revenue growth of 18.9% in the first half of 2025, reaching $6.5 billion, exceeding their full-year guidance.
The company achieved a record half-year underlying EBIT of $296.7 million, up 11.6% from the previous year.
New car deliveries increased by 22%, and used car deliveries rose by 16.7%, contributing to a significant market share growth.
Eagers Automotive Ltd (ASX:APE) maintained a low cost base, recording the lowest cost as a percentage of sales in its history.
The Easy Auto 123 business unit reported a 45% increase in profit, showcasing strong performance and strategic scaling.

Negative

The EBITDA margin decreased slightly to 4.6% from 4.9% in the first half of 2024, indicating some pressure on profitability.
The Victorian market posed challenges for recent acquisitions, impacting the integration process and performance.
The gross profit percentage was affected by the growing retail joint venture and Easy Auto 123 business, altering the overall business mix.
The company faces a hypercompetitive environment with 77 brands competing in the Australian market, limiting price growth potential.
The transition to NEV vehicles presents challenges in managing relationships with multiple OEMs and adapting to market changes.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

APE.AX - Eagers Automotive Ltd
Half Year 2025 Eagers Automotive Ltd Earnings Call
Aug 27, 2025 / 11:30PM GMT

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Presentation
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Operator [1]
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Thank you for standing by and welcome to the Eagers Automotive half year 25 results briefing.

All participants are in a lesson only mode. There will be a presentation followed by a question and answer session.

If you wish to ask a question, you'll need to press the star key, followed by the number one on your telephone keypad.

I would now like to hand the conference over to Mr. Keith Thornton, CEO. Please go ahead.

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Unidentified_2 [2]
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Thank you for joining us for our half year 2025 results briefing.

Sophie Moore,

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