OneWater Marine (ONEW) Investor presentation summary

Key investment highlights

• Leading marine retailer with a multi-pronged growth strategy and proven M&A execution.

• Revenue CAGR of 22% and Adj. EBITDA CAGR of 19% from FY17 to FY25, with expanding margins.

• Flexible operating model and experienced leadership team with over 30 years average experience.

• Growing footprint with 91 retail locations across 18 states and multiple online marketplaces.

Market position and evolution

• Expanded from 1 store in 1987 to 91 retail and 6 warehouse locations by 2026.

• Growth driven by strategic acquisitions and entry into new markets.

• Market leader in more than 10 markets, with presence in 13 of the top 20 boating states.

Diversification and income streams

• Revenue streams diversified across new, pre-owned, finance & insurance, and parts & service.

• 42% of profit contribution from higher margin revenue streams.

• Broad product portfolio with top brands and boat types, supporting flexibility and pricing power.