Pwr Holdings Ltd. · ASX:PWH
Pwr — Investor Presentation (August 2026)
32 slides from Pwr's investor presentation, Aug 20, 2026
Slide 1: FY26 Full Year Results Presentation cover letter
20 August 2026 The Manager Market Announcements Office Australian Securities Exchange Dear Manager PWR Holdings Limited (ASX:PWH) – FY26 Full Year Results Presentation I enclose the FY26 Full Year Results Presentation for PWR Holdings Limited. Yours faithfully Carla Alviano General Counsel and Compa
Slide 2: 2026 Year End Results
2026 Year End Results Engineering the unfair advantage PWR HOLDINGS LIMITED 20 August 2026
Slide 3: Disclaimer
Disclaimer This document has been prepared by PWR Holdings Limited (PWR) and comprises written materials/slides for a presentation concerning PWR. This presentation is for information purposes only and does not constitute or form part of any offer or invitation to acquire, sell or otherwise dispose
Slide 4: Operating Performance
OPERATING PERFORMANCE Sharyn Williams Chief Executive Officer
Slide 5: Highlights
Highlights Strategic priorities delivered; strong momentum driving operating leverage Revenue Revenue and earnings growth with margin improvement delivered $170.7m - Revenue and earnings growth on higher volumes and operating leverage - NPAT margin improvement delivered in line with expectations up
Slide 6: PWR strategy — and how we delivered in FY26
PWR strategy — and how we delivered in FY26 DELIVERED IN FY26 Innovation in action 1 - New cooling technologies commercialised and translating across segments - Invested $14.9m on research and development (FY25: $12.7m) The global leader in cooling technology Profitable growth — Aerospace & Defence
Slide 7: Motorsports $101.9m
Motorsports Record revenue at a structurally higher baseline $101.9m +45.4% ~60% FY26 MOTORSPORTS REVENUE GROWTH ON FY25 SHARE OF GROUP REVENUE Investment in capacity and capability enabled delivery of record revenue Motorsports revenue — A$m - New environmentally controlled manufacturing areas for
Slide 8: Aerospace and Defence $35.2m
Aerospace and Defence Record revenue, with new capability opening up a broader set of programs $35.2m +30.8% ~21% FY26 A&D REVENUE GROWTH ON FY25 SHARE OF GROUP REVENUE Order-book and pipeline momentum across all three sub-markets Aerospace & Defence revenue — A$m - Strong growth in backorders; sele
Slide 9: OEM and Aftermarket
OEM and Aftermarket OEM FY27 growth underpinned by new programs; Aftermarket focused on higher margin products $30.4m $14.6m / $15.8m ~18% FY26 OEM & AFTERMARKET REVENUE OEM / AFTERMARKET SPLIT SHARE OF GROUP REVENUE OEM – improving FY27+ growth outlook OEM and Aftermarket revenue — A$m - Market sha
Slide 10: Financial Performance
FINANCIAL PERFORMANCE Rob Shore Chief Financial Officer
Slide 11: Financial Results
Financial Results Strong volume and earnings momentum funding investments to remain ahead $M FY26 FY25 Change of the growth opportunity Revenue 170.7 130.1 31.2% • Strong revenue growth driven by higher volumes across Motorsports (+45%) and Raw materials and consumables (38.0) (27.6) 37.7% Aerospace
Slide 12: Strong revenue growth driven by Motorsports and A&D
Strong revenue growth driven by Motorsports and A&D Revenue by market sector – FY261 Revenue bridge – FY26 vs. pcp +8.3 +0.6 170.7 $M FY26 FY25 Δ +31.7 Motorsports 101.9 70.2 45.4% Aerospace & Defence 35.2 26.9 30.8% OEM 14.6 15.7 (7.0%) 130.1 Automotive Aftermarket 15.8 16.2 (2.7%) Other 3.3 1.2 17
Slide 13: Currency – offshore growth is outpacing the natural hedge
Currency – offshore growth is outpacing the natural hedge 86% of revenue is billed in foreign currency • GBP 50%, USD 32% and EUR 4% of FY26 revenue 200 Revenue up 31%, or 34% in constant currency • Absolute exposure has grown as revenue scales; GBP and USD remain dominant 180 170.7 160 Revenue grow
Slide 14: Balance sheet
Balance sheet Strong liquidity and conservative leverage Balance sheet • Balance sheet continues to provide material capacity to fund future growth June June $M 2026 2025 • Trade and other receivables remain carefully managed with 97% of debtors within terms Assets • Inventory increased with higher
Slide 15: Net working capital and cash conversion
Net working capital and cash conversion Working capital movements and cash flow Working capital flat on 31% revenue growth $M FY26 FY25 • Working capital in line with FY25 Trade and other receivables 19.8 20.1 • Higher inventory is driven by production levels and a strategic decision to hold greater
Slide 16: Capex and Australian factory update
Capex and Australian factory update FY26 Capex1 Capex supporting step change in capacity and capability, largely in Australia (net of government grants and landlord contributions received) • Increase reflects expansion of production capability across three sites and additional equipment to deliver A
Slide 17: Disciplined capital allocation balances investment with shareholder returns
Disciplined capital allocation balances investment with shareholder returns Capital allocation approach prioritises investment Safety, compliance and cybersecurity in technology, innovation and manufacturing Protect the business Working capital, particularly inventory capability where expected retur
Slide 18: Strategy and Outlook
STRATEGY AND OUTLOOK Sharyn Williams Chief Executive Officer
Slide 19: Where PWR plays, why we win
Where PWR plays, why we win Engineering-led applications across all customer segments Where we play Why we win STANDARDISED / COMMODITY ENGINEERING/DESIGN & COMPLEXITY LOW-TO- MID Niche commodity WHERE PWR PLAYS 11 Vertically integrated global manufacturing • 3 strategically located sites - AU, US,
Slide 20: Global manufacturing footprint
Global manufacturing footprint An integrated, engineering-led network built for high-value, lower-volume work across Motorsport, Aerospace & Defence, OEM and Aftermarket PWR TODAY HEADQUARTERS One vertically integrated Stapylton, QLD business – engineering and design centred in Australia, FOUNDED wi
Slide 21: Positioning for European A&D growth – Poland
Positioning for European A&D growth – Poland Phased investment into a fourth manufacturing location to increase capacity, capability and focus on the European A&D opportunity FY27 Capex Budget FY27 – FY30 Total Capex Budget FY27 NPAT Impact Lease FY27 Employees $3.8m $16.1m <A$(1.0)m 10yr lease ~15
Slide 22: Aerospace and Defence — a proven and scaling platform
Aerospace and Defence — a proven and scaling platform ~USD 24B Advanced cooling is an enabling requirement for higher-power Aerospace and Defence systems Global Aerospace & Defence thermal management systems market +7.5% CAGR (CY25–CY30)¹ Strong A&D revenue growth since inception Expanding customer
Slide 23: Aerospace and Defence — where we play, why we win
Aerospace and Defence — where we play, why we win An engineering-led advantage built off Motorsports success, now applied to A&D ENGINEERING SERVICES SUPPORTING ALL PRODUCTS AND MARKETS ENGINEERING SERVICES SUPPORTING ALL PRODUCTS AND END MARKETS Cold plates & Additive Battery & Heat exchangers MMX
Slide 24: Aerospace and Defence - momentum building across three end markets
Aerospace and Defence - momentum building across three end markets Broadening base across Defence, Commercial Aerospace and MRO ~$40m A&D FY27 ORDER BOOK 1 Strong uplift vs. pcp on increased program activity, customer diversification and includes US Government follow-on order 144% A&D BOOK TO BILL 2
Slide 25: Aerospace and Defence — strong opportunity pipeline
Aerospace and Defence — strong opportunity pipeline Strong pipeline progressing from early engagement through to production OPPORTUNITY MATURITY 1 SALES CYCLE – LARGER A&D PROGRAMS PROGRAM DURATION 18 months – 3 years • 2 years+ – Larger programs are typically multi-year in nature given the applicat
Slide 26: Motorsports — where we play, why we win
Motorsports — where we play, why we win A higher F1 baseline, with diversifying E N G I growth N E E R Iacross N G Sthe E R broader V I C E S race S U categories PPORTING ALL PRODUCTS AND CATEGORIES ENGINEERING SERVICES SUPPORTING ALL PRODUCTS AND CATEGORIES Radiators & Battery Cell Additive Oil coo
Slide 27: Motorsports: steady growth from a higher F1 baseline
Motorsports: steady growth from a higher F1 baseline A structural step up in Formula 1, with diversifying growth across the broader categories F1 — a higher baseline into FY27+ Other categories — ongoing steady growth Regulation-driven complexity Diversifying across categories 2026 rule change was a
Slide 28: Outlook
Outlook FY27 growth and pathway to medium-term margin recovery Motorsports Statutory NPAT margin trajectory - indicative • Following 45% growth to record revenue in FY26, Motorsports is expected to 21% 20.6% maintain the higher baseline in FY27 based on the current pipeline 19% 18.4% 17.8% 17% Aeros
Slide 29: Appendix
APPENDIX
Slide 30: Pipeline – OEM and Motorsport
Pipeline – OEM and Motorsport1 First revenue1 Prod. Secured/Won/In production/ future production Program Status (FY) Years FY2027 FY2028 FY2029 Motorsports - Emerging Tech - F1 2026 Nominated Supplier - multiple Teams 2026 5+ 1 1 1 Potential/In discussion/ program design and/or planning phase Motors
Slide 31: Glossary
Glossary Term Definition AASB Australian Accounting Standards Board AASB 16 Accounting standard requiring most leases to be capitalised on the balance sheet, with lease expenses replaced by depreciation and interest A&D Aerospace and Defence Aftermarket The market for parts and accessories used in t
Slide 32: Offices and contact details
CZ... PWR EUROPE PWR HEAD OFFICE PWR NORTH AMERICA AUSTRALIA PWR Europe Limited PWR Holdings Limited C&R Racing Inc. Unit C, Valley Point Valley Drive Rugby, P.W.R. Performance Products Pty Ltd 6950 Guion Road Warwickshire, CV21 1TN 28 Quarry Road, Stapylton Indianapolis, IN United Kingdom Queenslan