Lark Distilling Co. Ltd. · ASX:LRK
Lark Distilling — Investor Presentation (June 2026)
19 slides from Lark Distilling's investor presentation, June 2026
Slide 1: Lark Distilling Co. Ltd "Positioned For Growth"
Lark Distilling Co. Ltd "Positioned For Growth" June 2026 1
Slide 2: Disclaimer
Disclaimer LARK DISTILLING CO. The information contained in this presentation has been prepared by Lark Distilling Co. Limited (“LARK”). This presentation i s n ot an offer, invitation, solicitation or other recommendation with respect to the subscription for, purchase or sale of any securities in L
Slide 3: Welcome and Introductions
Welcome and Introductions Stuart Gregor Paul Bowker Domenic Panaccio Managing Director & CEO Chief Financial Officer Chair LARK LARK LARK Charlie Hilton Chris Thomson Bill Lark, AM Head of Category Management Master Distiller Founder & Brand Ambassador Heinemann Oceania LARK LARK 3
Slide 4: Today's agenda
Today's agenda • Introduction Domenic Panaccio, Chair • Creating Value Through Partnerships and Consumer Connection Stuart Gregor, Chief Executive Officer • Global Travel Retail Insights Charlie Hilton, Head of Category Management, Heinemann • Key Priorities to Create Shareholder Value Paul Bowker,
Slide 5: Introduction
Introduction Domenic Panaccio, Chair 5
Slide 6: The Story So Far FY20 – FY27
The Story So Far FY20 – FY27 FY20 - 22 – Focus on Domestic Sales and Capacity Expansion FY23 - 25 – Portfolio Premiumisation and Balance Sheet Strengthening FY26 - 27 – Operational Efficiencies and First Stage of High Growth Sales Strategy • Consolidating operations at Pontville, to create a world c
Slide 7: Creating Value Through Partnerships and Consumer Connection
Creating Value Through Partnerships and Consumer Connection Stuart Gregor, LARK Managing Director & CEO 7
Slide 8: Australia's No.1 Luxury Single Malt Whisky
Australia’s No.1 Luxury Single Malt Whisky CEMENTING LARK’S POSITION TOKYO WHISKY & SPIRITS 2026 WORLD WHISKIES AWARDS 2026 Gold Medal World's Best Design LARK No.285 Ruby Abyss Best Design Range LARK No.151 Fire Trail Best Design GLOBAL SPIRITS MASTERS 2025 ICONS OF WHISKY (WORLD WHISKIES AWARDS )
Slide 9: From 1992 to Tomorrow
From 1992 to Tomorrow THE EVOLUTION OF LARK Foundation Heritage Future 1992 - 2012 2013 - 2025 20 26 onwards 9
Slide 10: Global Whisky Market
Global Whisky Market 2025 Global Trends Market Statistics The IWSR Global Spirits Report 2025, outlines 1. Global whisky market retail value of key global trends: USD$100bn+ in 2025 1. Selective Premiumisation – growth in 2. Australian whisky market is $2bn+ growing pockets, including premium and ab
Slide 11: Creating Shareholder Value
Creating Shareholder Value Valued Partner Growth Assets Consumer Connection Relationships Deliver value from strong balance Build deep relationships with key Build long lasting consumer sheet, newly efficient distillery, industry partners domestically, connection through loved and hospitality venues
Slide 12: Success Factors
Success Factors 1. GROWTH ASSETS • Leveraging available capacity at Pontville Distillery • Increasing turnover rate and commercialisation of 2.4m litre whisky bank • Effective use of strong balance sheet and net cash position to support sales growth 2. VALUED PARTNER RELATIONSHIPS • Focus on brands
Slide 13: Earned the right to lead Australian Whisky to the world
Earned the right to lead Australian Whisky to the world The success in China of KURIO, a DARK LARK IS HERE will be launched The launch of DARK LARK coincides flavour forward blended whisky was in July 2026 and will retail at $AUD with the re-positioning of the Hobart the first step. The flavoured wh
Slide 14: Global Travel Retail Insights
Global Travel Retail Insights Charlie Hilton, Heinemann 14
Slide 15: Global Travel Retail
Global Travel Retail SYDNEY, BRISBANE, MELBOURNE AND HOBART Heinemann | Sydney International Airport Where LARK stands…. ALL SPIRITS WHISKY AUS SPIRITS Johnnie Walker Johnnie Walker LARK Absolut LARK Four Pillars Martell Jack Daniel’s Archie Rose LARK Chivas Bundaberg Jack Daniel’s Macallan Ink Gin
Slide 16: Key Priorities to Create Shareholder Value
Key Priorities to Create Shareholder Value Paul Bowker, LARK CFO 16
Slide 17: Key Priorities to Create Shareholder Value
Key Priorities to Create Shareholder Value GROWTH ASSETS • Balance Sheet remains strong with forecast 30 June 2026 cash balance of ~$14m and no debt • Cash is forecast to be sufficient to support ongoing investment in sales growth through to positive net operating cash position • Whisky bank of 2.4m
Slide 18: Key Priorities to Create Shareholder Value
Key Priorities to Create Shareholder Value VALUED PARTNER RELATIONSHIPS • Domestic ▪ Transition in FY25 to Spirits Platform as exclusive national distributor of LARK brands into national retail and on-premise ▪ Transition has realised significant efficiencies in logistics, production cycles and sale
Slide 19: Q&A
Q&A 19