AUTO1 GROUP (AG1) Investor presentation summary

Market overview and opportunity

• European used car market is large, fragmented, and growing, valued at approximately €700 billion with over 200,000 dealers and a long-term CAGR of 2%.

• Top 20 dealers control less than 6% of the market, highlighting significant fragmentation and consolidation potential.

• Industry challenges include price intransparency, product uniqueness, capital intensity, and complex logistics, which have historically limited scalability.

Platform and business model

• Vertically integrated platform leverages proprietary pricing data, AI-driven online valuation, and scalable operations to serve both consumers and merchants.

• Over 6 million cars traded since inception, with 90% of pricing determined by AI and instant inventory access for dealers and retail customers.

• Three strong brands—wirkaufendeinauto.de, AUTOHERO, and AUTO1.com—cover sourcing, retail, and merchant channels.

Operational highlights and growth

• Record Q1 results with 248,779 units sold (+21.9% YoY) and €2,437.1 million in revenue (+25.4% YoY).

• Gross profit reached €289.4 million (+22.4% YoY), with adjusted EBITDA of €59.8 million and a margin of 2.5%.

• Merchant business sold 216,000 units in Q1 2026 (+19% YoY), with merchant financing portfolio reaching €322 million.

• Autohero retail business saw units sold grow by 48% YoY and gross profit by 47% YoY, with brand awareness rising to 35%.