Gwa Group Limited · ASX:GWA
Gwa — FY2026 Earnings Presentation
36 slides from Gwa's earnings presentation, Aug 17, 2026
Slide 1: FY2026 Full Year Results Presentation (ASX Announcement)
17 August 2026 ASX Announcement FY2026 Full Year Results Presentation Please find attached for immediate release to the market the FY2026 Full Year Results Presentation for GWA Group Limited (GWA). On 17 August 2026 at 10.00 am (AEST), GWA will be hosting a webcast of its FY2026 results briefing. Th
Slide 2: GWA Results Presentation
GWA Results Presentation Full Year ended 30 June 2026 17 August 2026 Confidential
Slide 3: Agenda
Agenda 01 Overview 02 Group Financial Results 03 Business Performance 04 New Products 05 Strategic Update 06 Summary & FY27 Outlook 07 Q&A Appendix 2 Confidential
Slide 4: Overview
1. Overview Confidential
Slide 5: FY26 Headlines
FY26 Headlines Overview Financial results Business performance New products Strategy update Summary & FY26 Outlook Resilient FY26 performance, with disciplined execution offsetting soft markets Performance FY26 vs FY25 Execution of Strategy Group Revenue Win the Plumber Up 0.9% > 30,000 technical in
Slide 6: Commitment to safety
Commitment to safety Overview Financial results Business performance New products Strategy update Summary & FY26 Outlook Safety remains a core priority, with targeted actions implemented following FY26 incident experience Key Messages Management Actions • Strong reporting culture maintained • Streng
Slide 7: Group Financial Results
2. Group Financial Results Confidential
Slide 8: Resilient earnings growth despite softer H2 conditions
Financial Business Summary & Overview New products Strategy update results performance FY26 Outlook A$m Normalised1 FY26 FY25 Change Revenue 422.3 418.5 0.9% Resilient earnings growth despite softer H2 conditions EBITDA 93.8 92.0 2.0% EBIT 78.2 76.3 2.5% • Revenue EBIT Margin % 18.5% 18.2% 0.3pp NPA
Slide 9: Sound performance despite softening H2
Financial Business Summary & Overview New products Strategy update results performance FY26 Outlook A$m Normalised¹ H1 FY26 H2 FY26 % Change FY26 Revenue 214.1 208.2 -2.7% 422.3 EBITDA 47.5 46.3 -2.4% 93.8 Sound performance despite softening H2 EBIT 39.6 38.6 -2.5% 78.2 NPAT 25.0 23.8 -4.6% 48.8 EBI
Slide 10: Controlling the Controllables
Financial Business Summary & Overview New products Strategy update results performance FY26 Outlook Normalised1 EBIT Bridge (A$M) Controlling the Controllables 90.0 • Normalised EBIT improvement of 2.5% on prior year, while continuing to invest in the business. 85.0 • Volume: Group up 2.3% with incr
Slide 11: Cash Flow impacted by working capital timing
Financial Business Summary & Overview New products Strategy update results performance FY26 Outlook Cash flow from Operations A$M FY26 FY25 Cash Flow impacted by working capital EBITDA 93.8 92.0 timing Net movement in Working Capital (23.2) 8.0 Other 1.1 1.7 • Proactive pull forward of stock purchas
Slide 12: FY26 final dividend of 8.5c per share fully franked
Financial Business Summary & Overview New products Strategy update results performance FY26 Outlook FY26 final dividend of 8.5c per share fully franked Dividends – cents/share 11 Confidential
Slide 13: Solid Financial Position
Financial Business Summary & Overview New products Strategy update results performance FY26 Outlook Metrics1 30 June 30 June 2022 2023 30 June 2024 30 June 2025 30 June 2026 Solid Financial Position Net Debt 138.2 117.0 97.0 85.1 127.9 • Strong financial position has enabled $25m buyback of shares a
Slide 14: Business Performance
3. Business Performance Confidential
Slide 15: Revenue growth delivered despite mixed market conditions
Financial Business Summary & Overview New products Strategy update results performance FY26 Outlook Revenue growth delivered despite mixed market conditions FY26 Revenue Revenue commentary FY26 v FY25 $ Revenue & % of Group AUD H1 FY26 H2 FY26 Australia AUD $m $m 178.6 175.0 • Disciplined execution
Slide 16: State execution offset Victoria market softness
Financial Business Summary & Overview New products Strategy update results performance FY26 Outlook State execution offset Victoria market softness (AU) Growth in four States, led by Merchant, Multi-Res A$m Revenue FY26 FY25 ∆ LY % Change and Win The Plumber NSW 117.8 114.7 3.1 2.7% NSW VIC 86.3 92.
Slide 17: Merchant growth supported by targeted account execution
Financial Business Summary & Overview New products Strategy update results performance FY26 Outlook Merchant growth supported by targeted account execution Customer A vs PcP Customer B vs PcP H1 FY26 H2 FY26 FY26 H1 FY26 H2 FY26 FY26 Overall Growth in Merchants 9.8% 9.6% 4.7% o Merchant channel grew
Slide 18: Active supply chain management
Active supply chain management Overview Financial results Business performance New products Strategy update Summary & FY26 Outlook Risks identified, mitigations in place Our Response – Mitigations in place, actively managed Market forces Regional diversification & supplier dual Diversify sourcing US
Slide 19: New Products
4. New Products Confidential
Slide 20: Growth opportunities in Residential and Care markets
Financial Business Summary & Overview New products Strategy update results performance FY26 Outlook Growth opportunities in Residential and Care markets • Caroma Riviere Collection, new hero collections completing Caroma's portfolio. Positioned for architects, volume home builders and renovation con
Slide 21: Leak Protection Solution
Financial Business Summary & Leak Protection Solution Overview New products Strategy update results performance FY26 Outlook The Opportunity* ~5M serviceable dwellings | ~20% water leak-related insurance claims |~$1.6B annual claim costs GWA Solution Leak SmartShield by Caroma, Phyn-powered resident
Slide 22: Strategy Update
5. Strategy Update Confidential
Slide 23: Good Progress on Strategy
Good Progress on Strategy Financial Business Summary & Overview New products Strategy update results performance FY26 Outlook Strategic Initiatives Progress1 Win the Plumber Win the Plumber o ANZ Bundle and Spares parts sales growth +3.3% on PcP Care o 30,000 plumber technical interactions (up 15%)
Slide 24: Evolving Strategy
Evolving Strategy Financial Business Summary & Overview New products Strategy update results performance FY26 Outlook 23 Confidential
Slide 25: Summary & FY27 Outlook
6. Summary & FY27 Outlook Confidential
Slide 26: Revenue and EBIT growth in FY26
Financial Business Summary & Overview New products Strategy update results performance FY26 Outlook Revenue and EBIT growth in FY26 • FY26 – solid results in challenging markets o Delivery of sales, volume and EBIT growth in AU, NZ & UK o Controlling the Controllables while continuing to invest in t
Slide 27: Group Outlook FY27
Financial Business Summary & Overview New products Strategy update results performance FY26 Outlook Group Outlook FY27 Region Commentary % of Group Sales • Residential completions improving, renovation activities remain subdued Australia • Refreshed go to market strategy 84% • Disciplined approach t
Slide 28: Australia FY27 Outlook
Financial Business Summary & Overview New products Strategy update results performance FY26 Outlook Australia FY27 Outlook Market segment GWA Focus Commercial (excl data centers) – • Health and Aged care projects broadly flat with declines in office offset by • Increase product specification with ex
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Slide 30: Disclaimer
Disclaimer o This Presentation contains projections and other prospective statements that represent GWA's assumptions and views, including expectations and projections about GWA's business, the industry in which it operates and management’s own beliefs and assumptions. Such matters require subjectiv
Slide 31: Appendix
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Slide 32: FY27 Key Assumptions
FY27 Key Assumptions 1 Area Assumption Australian market backdrop BIS total building activity data2 is indicating a softer year in FY27 at -2% (excl data centers) Price increase ~5% implemented in Australia from 1 August 2026 and ~4.0% in New Zealand from 1 November 2026 D&A (depreciation and amorti
Slide 33: Caroma remains our leading brand
Caroma remains our leading brand Segment Category Basins, Sinks, Project Sub-Segment1 Tubs & Baths 17% 26% Resi Taps & 14% Showers Valves & Other 38% 1% Multi-Res 6% Merchant Builder 60% R&R 14% 59% Commercial 21% Sanitaryware 44% Geography Brand New Zealand Clark Stylus Deva 7% 6% 5% 7% Methven 9%
Slide 34: Australian Market Context
Australian Market Context Residential completions forecast to be flat for FY27 Multi-Residential completions forecast to continue improving Residential¹ Multi - Residential² ¹ Approximately 14% of GWA’s Australian revenue ² Approximately 6% of GWA’s Australian revenue Source: BIS Oxford economics 33
Slide 35: Australian Market Context
Australian Market Context Commercial increase – data center driven - expected flat excl. data centers (relevant to GWA) R&R subdued with continued cost of living pressures Commercial¹ Repair and Renovation² ¹ Approximately 21% of GWA’s Australian revenue ² Approximately 59% of GWA’s Australian reven
Slide 36: Thank you
Thank you GWA Results Presentation Year ended 30 June 2026 17 th August 2026 Confidential