Key points Chinese brands are rapidly reshaping Australia’s car market through scale, technology and price. Model availability is expected to jump from 72 to 120 by 2027, intensifying competition. Fleet sales represent the next major growth opportunity for Chinese OEMs. China’s export surge is not a passing supply event. It is a structural reset of […]
Key points Dealers need to look beyond new vehicle volume for sustainable profit. Fixed operations and customer retention will be key profit drivers in FY27. Daily KPI discipline will be critical to protecting margins. With the new financial year underway, Australian dealers have a timely opportunity to reset their operating model for profitability. The industry has moved beyond the […]
Key points Australia’s merger reforms need to reflect how consumers buy cars today, not how they bought them in the past. Automotive competition is now national, digital and brand-led, not simply local dealership-based. Scale in automotive retail can benefit consumers through stronger digital capability, EV readiness and service infrastructure. Effective merger assessment should protect consumers while recognising the realities of a […]
Welcome to Pitcher Perspective, where we cut through the noise and go in-depth on topics important to Australians. Electric vehicles are back in the spotlight, but not for the reasons you might expect. In this episode of Pitcher Perspective, Wealth Partner Jordan Kennedy and Motor Industry Services Partner Steven Bragg dissect what is really driving […]
Key points Value is driving share gains amongst Chinese brands, not a surge in EV demand The biggest shift is in mid-market SUVs ($35,000–$55,000) Market share is being taken from Toyota, Mazda and Mitsubishi Why this is not an EV boom Performing an analysis of the last 16 months VFACTS data, it has become evident that the Chinese OEM share […]
This is the seventh edition of the Pitcher Partners Motor Industry Services – Australian Listed Dealer Comparison, where we provide insight into the top three listed motor dealer groups and explore how the macroeconomic environment and inventory supply affected them in the 12 months ended 31 December 2025. This report covers: Results snapshot Listed results […]
Key points NVES turns vehicle emissions into a tradeable credit, and it is triggered at import, not sale. That creates an incentive to over-import low and zero emissions vehicles to build a bank of credits. The next frontier is cross-market strategy, importing for compliance, then exporting surplus stock elsewhere. Australia’s New Vehicle Efficiency Standard (NVES) […]
Key points: New Vehicle Efficiency Standard (NVES) turns vehicle emissions into a direct commercial cost, requiring OEMs to either reduce fleet emissions or purchase credits, with penalties likely flowing through to vehicle pricing. Penalty exposure escalates rapidly under NVES, disproportionately impacting high-volume and LCV-heavy brands as emissions overruns are multiplied across total units sold. NVES […]
Key points: New Vehicle Efficiency Standard (NVES) applies to most passenger vehicles and light commercial vehicles under 4.5 tonnes, with compliance responsibility sitting with the party that holds type approval and first enters the vehicle onto the RAV. The unit trading scheme is the core compliance mechanism, allowing suppliers that outperform emissions targets to bank […]
Key points: New Vehicle Efficiency Standard (NVES) penalties are expected to materially increase vehicle prices and weekly repayments, with costs compounding through margins and taxes and narrowing consumer choice over time. Dealers face significant supply volatility under NVES, forcing short-term inventory and trading decisions that may disrupt long-standing OEM relationships and accelerate shifts toward parallel […]
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