Motorcycle Holdings (MTO) Investor Day 2026 presentation summary

Strategy and growth

• Expand beyond motorcycles into ATVs, side-by-sides, personal watercraft and related parts, apparel, finance, insurance and service solutions.

• Acquisitions, new suppliers and commercial initiatives are intended to multiply revenue through more customers, categories, occasions and touchpoints.

• Strategy strengthens wholesale and retail operations while extending further into powersports, guided by financial discipline.

• Transformation priorities are data foundations, omnichannel experience, amazing people and property reform.

Customer and lifecycle opportunity

• Customer profile: 65% of buyers are under 50; 44% have children at home; 56% are professionals or office staff; average buyer household income is $153k.

• Women bought 36% of bikes in the prior 12 months; 53% of intenders are under 35.

• Intenders show greater interest in younger demographics and technology: 38% are under 25, and 52% spend 24+ hours online weekly.

• Motorbike households over-index in motorsports, fishing, water sports and outdoor activities, supporting opportunities across dirt bikes, marine, adventure and utility vehicles.

• Customer lifecycle sales span new and used motorcycles, ATVs and personal watercraft, followed by servicing, parts, apparel, finance, insurance and upgrades.

Wholesale and retail operations

• Wholesale generated 33% of FY26 revenue and 91% of segment profit; vehicle and parts distribution businesses operate across Australia and New Zealand.

• Exclusive CFMOTO Australia and New Zealand rights reach 20 years in 2027; ~65% of vehicle distribution revenue comes from agriculture-focused 4W off-road vehicles.

• CFMOTO Australia recorded 25.4% retail-unit CAGR for 2016–2026e, with a 13.1% CAGR targeted for the next five years.

• CFMOTO New Zealand targets growth from 1,951 units in 2026e to 4,986 in 2031, with a 20.6% five-year CAGR target.

• Retail priorities include simplifying brands, controlling costs and reviewing sites to lift returns, improve customer experience and reduce rental costs.