Carma Limited (ASX:CMA) delivered 439 retail units in October 2026, which the company described as a record first month for any quarter, with deliveries accelerating after school holidays ended, according to a company filing dated 9 November 2026.

Key Points

  • 439 retail units delivered in October 2026, described as a record first month for any quarter
  • 818 vehicles purchased in October 2026, up 85% on the prior corresponding period — a record
  • 532 retail units reconditioned in October 2026 at a record rate of 25.3 units per shift, up 101% on the prior corresponding period
  • Total retail units delivered for the three months to 31 October 2026 reached 1,370, compared with 716 for the three months to 31 October 2025, a 91% increase

October 2026 Retail Delivery and Revenue Details

Carma delivered 439 retail units in October 2026, generating retail revenue of $12.1 million across 21 reconditioning days during the month. The filing defines retail revenue as revenue generated from the sale of used vehicles to retail customers online through Carma's website. The company also earns revenue from the sale of used vehicles to wholesale customers and other revenue including origination of customer loans, extended coverage, and the referral of insurance products. All financial information disclosed in the filing is unaudited.

Quarterly Comparison Across FY2027 and FY2026

For the first quarter of FY2027, covering July to September 2026, Carma delivered a total of 1,354 retail units, generating retail revenue of $37.4 million across 66 reconditioning days. This compares with 1,003 retail units and $27.0 million in retail revenue during the fourth quarter of FY2026, and 774 retail units and $22.7 million in the third quarter of FY2026. The October 2026 result brings the cumulative total for the three months to 31 October 2026 to 1,370 retail units.

Reconditioning Operations and Purchasing Activity

The filing disclosed that Carma recorded 818 vehicles purchased in October 2026, described as a record for the company and representing an 85% increase on the prior corresponding period. Reconditioning activity reached 532 retail units during October 2026, at a rate of 25.3 retail units per reconditioning shift, also described as a record and representing a 101% increase on the prior corresponding period. The filing noted that the number of retail units delivered from month to month can vary based on the number of operating and delivery days, public and school holidays, and other seasonal factors.