Fletcher Building Limited · NZX:FBU
Fletcher Building — Investor Day (June 2022)
10 slides from Fletcher Building's investor day presentation, June 2022
Slide 1: Questions
Questions Page 35 | Fletcher Building Limited Investor Day Presentation | © June 2022
Slide 2: Agenda
Agenda 1. Building for tomorrow Ross Taylor / Bevan McKenzie 2. Building Products Hamish McBeath 3. Distribution Bruce McEwen 4. Concrete Nick Traber 5. Australia Dean Fradgley 6. Residential and Development Steve Evans 7. Concluding Remarks Ross Taylor Fletcher Building Limited
Slide 3: Building Products
Building Products The leading New Zealand building products solutions provider with unrivalled network Market leading building products brands for the finishing trades with world leading technical product knowledge Strong in-country manufacturing presence, providing a large range of decorative s
Slide 4: EBIT margin growing to c.14% through pricing disciplines, new products and manufacturing efficiency investments
Building Products EBIT margin growing to c.14% through pricing disciplines, new products and manufacturing efficiency investments; ROFE decline reflects investment in inventory EBIT ($m)1 EBIT Margin1 (%) and ROFE2 (%) Key Non-financial Measures FY19 YTD22 c.$210m 23.3% TRIFR3 6.4 2.7 $167m c.20.2%
Slide 5: Driving growth with new glasswool insulation plant
Building Products Driving growth with new glasswool insulation plant Current plant at full capacity; responding to Building Code change requiring c.2x current bales of insulation Driving operational performance (top & bottom line) Delivering growth through code change requirements Pricing discipli
Slide 6: Laminex Taupo plant upgrade
Building Products Laminex Taupo plant upgrade Delivering growth through modernisation, adjacencies & higher margin products Laminex Taupo plant upgrade for wood-fibre products Laminex upgrade site footprint Final stages of vendor selection for new panels plant in Taupo New plant will offer a wid
Slide 7: Steel
Building Products Steel Investing to achieve world-class logistics, cost & operating efficiencies as well as market share Steel manufacturing efficiencies New Steel site delivering best-in-class manufacturing 1st stage of infrared ovens installed successfully, final stage due Purpose-built steel
Slide 8: Humes
Building Products Humes 2-year manufacturing upgrade programme nearing completion, delivering low-cost, efficient manufacturing Manufacturing footprint Papakura manufacturing plant automation Completed site consolidation, resulting in two nationwide pipe Humes Papakura manufacturing plant automa
Slide 9: Building Products continuing to strengthen & grow existing manufacturing positions in NZ
Building Products Building Products continuing to strengthen & grow existing manufacturing positions in NZ via ongoing innovation & investments Improved modern & automated manufacturing plants expected to drive operational efficiency and address capacity constraints to facility share growth Soli
Slide 10: Questions
Questions Page 44 | Fletcher Building Limited Investor Day Presentation | © June 2022