Tamawood Limited · ASX:TWD
Tamawood — Shareholder Meeting (November 2025)
11 slides from Tamawood's shareholder meeting presentation, Nov 14, 2025
Slide 1: Tamawood Investor Presentation November 2025
Tamawood Investor Presentation November 2025 Limited (TWD) 1
Slide 2: Chairman's Address
2 Chairman’s Address • Robert Lynch has announced his decision to retire from the Tamawood Board effective 1st December 2025. • We were fortunate to have Robert join our Board as he had recently retired from Investa, as Managing Director, with no intention of taking another position. Fortunately we
Slide 3: FY25 profit, cash, dividend and FY26 position
3 • The group recorded a profit before tax for FY25 of $8.299 million [FY24$8.027 million]. • Cash on hand at year end amounted to $3.443 million compared to $6.114 million in FY24 and the company remains debt-free. • The Board has declared a final dividend of $0.105, unfranked, to be paid on 10 Dec
Slide 4: First four months of FY26 sales revenue and trading blackout
4 • Sales revenue has increased by 39% for the first four months of FY26, compared with the corresponding period in FY25 with an approx. 1.5% increase in Employee Benefits Expense. • Unfortunately rapid change in underlying software created a need to rewrite Work in Progress reports, which make it i
Slide 5: Managing Directors Report: Key challenges in Australian residential construction
5 Managing Directors Report Key challenges faced by Australian Residential Construction market • Labour & skills shortages, declining productivity in home building. • A Recent report by the Productivity Commission (Australia) found that the housing- construction sector is building about half as many
Slide 6: Queensland land affordability and housing supply vs population
6 • Queensland greenfield land is increasingly unaffordable and new land supply is tight: In SEQ, the median greenfield lot price according to Oliver Hume, increased to approx $483k in the year to October 2025 (up 27% over the preceding 12 months), while only approximately 8,000 urban lots were regi
Slide 7: FY26 Outlook
7 FY26 Outlook Supplier Pricing has stabilised • Input costs have levelled following several years of volatility. This pricing stability enables Tamawood to maintain fixed-price contracts with greater assurance, protect margins, and provide customers with certainty - strengthening our competitive po
Slide 8: FY26 Strategic Priorities
FY26 Strategic Priorities 8 Enhanced Customer Engagement Target Markets Optimizing Resource Strategic review and AI guided Allocation and Project Identify and leverage new secondary enhancement of all marketing avenues Delivery land markets, utilizing our diversified including website, web presence,
Slide 9: Results FY25
Results FY25 9 FY25 FY24 $’000 $’000 ➢ Revenue increased as a result of Revenue $100,987 $85,358 improved Home Building conditions. Cost of Sales $79,148 $63,960 ➢ Revenue increased by 18.3% while Gross Margin $21,839 $21,398 Employee Benefits expense only increased by 8.2%. Employee Benefits $8,040
Slide 10: Thanks and questions
10 ➢ We would like to thank all our staff and our valued partners for another successful year and their ongoing support. ➢ If you have any further questions in relation to the presentation The Board would be pleased to take them now. 14/11/2025
Slide 11: Disclosures Regarding forward looking statements
11 Disclosures Regarding forward looking statements ➢ This Market Statement includes forward-looking statements that have been based on Tamawood Limited’s current expectations and predictions about future events including Tamawood Limited’s intentions. ➢ These forward-looking statements are, however