Presentation to NZ Shareholders Association

18/03/2026 08:30 NZDT, MKTUPDTE

18 March 2026

NZX | ASX | MEDIA RELEASE

TOURISM HOLDINGS LIMITED (thl)

PRESENTATION TO NZ SHAREHOLDERS ASSOCIATION

Tourism Holdings Limited (NZX:THL, ASX:THL, “thl” or “the Company”) will be hosting members of the New Zealand Shareholders Association at its Auckland head office, rentals and sales site this morning. A copy of the presentation to be delivered at the event is attached.

On page 14 of the presentation, thl reaffirms its existing guidance that underlying NPAT in FY26 is expected to be in the range of $43m and $47m.

The presentation also includes commentary on the impacts of the U.S. / Israel / Iran conflict, noting that:

- thl has experienced an immaterial level of immediate cancellations in ANZ rental bookings arising from flight disruptions through the Middle East

- There has been an immaterial slowdown in international booking intakes for ANZ, which is primarily related to FY27

- Based on historical patterns, thl expects this slowdown to primarily reflect a deferral of bookings until there is greater certainty

- The impacts from the conflict are less relevant to North American bookings, as international customers travelling to North America do not typically transit through the Middle East

Other than the information outlined above, there is no new information contained in the presentation.

ENDS

Authorised by:

Cathy Quinn, ONZM

Chair

For further information contact:

Media:

Grant Webster

thl Chief Executive Officer

Direct Dial: +64 9 336 4255

Mobile: +64 21 449 210

Investors and Analysts:

Amir Ansari

General Manager – Investor Relations & Group Planning

Direct Dial: +64 9 336 4203

Mobile: +64 21 163 8053

About thl (www.thlonline.com)

thl is a global tourism operator listed on the NZX and ASX (code: THL) and is the largest commercial RV rental operator in the world. In New Zealand/Australia, thl operates rental brands (Maui, Britz, Apollo, Mighty, Hippie, Cheapa Campa), manufacturing (Action Manufacturing), retail brands (Talvor, Kea, Winnebago, Adria, Coromal, Windsor), retail dealerships (RV Super Centre, Apollo RV Sales, George Day, Camperagent), travel technology (Triptech) and tourism attractions (Kiwi Experience and the Discover Waitomo Group, which includes Waitomo Glowworm Caves, Ruakuri Cave, Aranui Cave and The Legendary Black Water Rafting Co.). In North America, thl operates the Road Bear RV, El Monte RV, CanaDream, Britz and Mighty rental brands.