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Rpm Automotive Group Ltd ASX:RPM

0 opened or increased1 held0 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 1 managers in total.

Position history by manager 1 managersSelect a point to see the comment

Opened or increasedHeldReduced or exited Start or end of the position not reported

20252026

30 Apr 2024 to today

Commentary Showing 2 of 9

DateManagerActionSummary

30 Apr 2026DMX Asset ManagementHeldDMX Asset Management continues to hold RPM Automotive Group Ltd following a management change, which the fund views positively after a long period of operational underperformance. DMX Asset Management notes that with revenue in excess of $100 million, there is meaningful scope for a more operationally focused CEO to drive margin improvement, though patience will be required.

Monthly Report, price recorded $0.02

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31 Mar 2026DMX Asset ManagementHeldThe manager continues to hold RPM Automotive because despite the stock declining 24% as the company manages through short-term operational challenges, the manager believes in the medium to long-term potential of the business and views the significant price decline as making the company particularly attractive.

Monthly Report, price recorded $0.03

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7 more comments on RPMPro shows every comment, with a link to each source document.

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First mention by manager

Price recorded at each manager's first comment

Price at first mentionThe share price recorded when each of 1 managers first commented on RPM.

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About Rpm Automotive Group Ltd

Consumer Discretionary, Auto Components

RPM Automotive Group (ASX:RPM), an automotive parts and tyre distributor, has been a laggard that DMX Asset Management still sees value in. In April 2026, DMX welcomed a management change after a long period of operational underperformance, noting that with revenue above $100 million there is scope for a more profitable business. Earlier, DMX reported the shares fell 24% and that RPM was one of the few portfolio companies to see revenue decline, with earnings failing to improve during the half. RPM Automotive operates in the Consumer Discretionary sector within the Auto Components industry, and Thesis Tracker has captured 9 comments from 1 fund manager, DMX Asset Management. Founded in 1982 and headquartered in Dandenong South, Melbourne, RPM Automotive manufactures and distributes wheels, tyres, automotive accessories and performance parts to wholesale and retail customers, with tyres sold largely to commercial fleets, mining and off-road users, and also provides workshop and repair services.

Market cap: $4m
Price to earnings: Loss-making
Return on equity: -23.2%
Dividend yield: 0.0%
Price to book: 0.08x
Net margin: -11.9%
52-week range: $0.01 to $0.07

Company figures as of 15 Oct 2026. For information only.

Questions

Who is investing in Rpm Automotive Group Ltd (ASX:RPM)?

Fund managers including DMX Asset Management have invested in Rpm Automotive Group Ltd (ASX:RPM).

What opportunities or catalysts do fund managers highlight for Rpm Automotive Group Ltd?

DMX highlights a management change that could unlock better profitability from a business generating more than $100 million of revenue, and continues to see significant value and upside.

What are the key risks to the Rpm Automotive Group Ltd investment thesis, according to fund managers?

DMX notes a long period of operational underperformance, results below market expectations for several years, declining revenue and stagnant earnings.

What does Rpm Automotive Group Ltd (ASX:RPM) do?

RPM Automotive Group Ltd. is an Australian automotive company headquartered in Dandenong South. Founded in 1982 by Clive Finkelstein and Lawrence Jaffe, the firm manufactures and distributes vehicle parts and accessories. RPM Automotive Group operates through four primary divisions: Motorsport, Tires & Wheels, Repairs & Roadside, and Performance & Accessories. The company serves the Australian automotive market, providing a comprehensive range of automotive products and services.

General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.

11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.

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