The Bull Case For ARB (ASX:ARB) Could Change Following Ford’s Limited Edition Raptor Collaboration – Learn Why

• Ford has announced a 500-unit limited edition Ranger Raptor Desert Pack featuring ARB accessories and distinct decals inspired by the Finke Desert Race, with production beginning in October 2025 and accessories available through Ford dealers thereafter.
• This collaboration elevates ARB’s brand profile and positions its products directly with a global original equipment manufacturer, potentially opening up new avenues for growth and product adoption.
• We'll examine how ARB's expanded OEM relationship with Ford may influence its growth outlook and earnings assumptions in the investment narrative.

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ARB Investment Narrative Recap

To be an ARB shareholder, you have to believe that international expansion, product innovation, and ongoing relationships with global OEMs can drive sustainable revenue growth and offset softer demand in Australia. The new limited edition Ford Ranger Raptor collaboration with ARB delivers strong exposure for the brand and supports one of the most important catalysts, a deepening OEM relationship, but, by itself, is not likely a material short-term earnings driver or a solution for the risk of flat domestic sales and FX margin pressure.

Among recent announcements, ARB’s update on the pricing for its Dividend Reinvestment Plan and Bonus Share Plan stands out for investors seeking value and clarity on shareholder returns. While positive, these initiatives do not address the biggest near-term risks around margin compression from currency volatility or competition in ARB's core Australian aftermarket business.

Yet, on the other hand, investors should be aware that ARB’s exposure to ongoing currency risk and margin pressure could ...

Read the full narrative on ARB (it's free!)

ARB's narrative projects A$924.7 million revenue and A$136.6 million earnings by 2028. This requires 8.0% yearly revenue growth and a A$39.1 million earnings increase from A$97.5 million today.

Uncover how ARB's forecasts yield a A$40.50 fair value, in line with its current price.

Exploring Other Perspectives

Five members of the Simply Wall St Community estimate ARB’s fair value in a wide A$26.32 to A$40.89 range, reflecting sharply different outlooks. As OEM partnerships expand, the ability to sustain growth abroad becomes even more significant for future performance, reviewing these viewpoints can equip you with a broader context.

Explore 5 other fair value estimates on ARB - why the stock might be worth 34% less than the current price!

Build Your Own ARB Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your ARB research is our analysis highlighting 2 key rewards that could impact your investment decision.
• Our free ARB research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate ARB's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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