Gale Pacific Limited · ASX:GAP
Gale Pacific — Investor Presentation (June 2026)
23 slides from Gale Pacific's investor presentation, Jun 17, 2026
Slide 1: Investor Overview and Braeside Site Tour
For personal use only Investor Overview and Braeside Site Tour Troy Mortleman, CEO Dexter Clarke, CFO June 17th, 2026
Slide 2: Important Notice and Disclaimer
Important Notice and Disclaimer This presentation has been prepared by GALE Pacific Limited ACN 082 263 778 (Company). It is current as at 17 June 2026 and the Company is under no obligation to update or revise it after that date. For personal use only Not financial product advice. This presentation
Slide 3: Agenda
Agenda 1. Brief Overview For personal use only 2. Trading Conditions 3. Strategy 4. Key Strategic Priorities 5. Growth Priorities 6. Site Tour 7. Questions 3
Slide 4: Global Company with Australian Roots
DUBAI, UAE For personal use only CHARLOTTE, NC Middle East Americas Head Office Sales Office NINGBO, CHINA Fabric Mfg. Operation LOS ANGELES, CA Warehouse Global Company PERTH, AUS Warehouse with Australian Roots MELBOURNE, AUS AUS Head Office, R&D, Coated Mfg. AUCKLAND, NZ Warehouse
Slide 5: GALE Pacific at a glance
GALE Pacific at a glance For personal use only 5
Slide 6: Retail: Knitted Fabrics and Structures
Retail Knitted Fabrics Structures For personal use only 6
Slide 7: Commercial: Knitted Fabrics and Coated Fabrics
Commercial Knitted Fabrics Coated Fabrics For personal use only 7
Slide 8: Retail – Australia & New Zealand
Retail – Australia & New Zealand For personal use only Bunnings Partnership Additional Retailers Cancer Council ▪ ~220 SKUs in 350+ stores in Exclusive Cancer Council Australia Australia endorsement ▪ ~50-90% share of shelf across five product categories ▪ Coolaroo & Bunnings private label range ass
Slide 9: Retail - Americas
Retail - Americas For personal use only US Retailers Retail Partnership Ecommerce Beyond the US ~25 SKUs in 3,800 Sole supplier to Lowe’s ▪ #1 elevated pet bed Ranging at Costco & Home Depot for on- with > 56,000 five- Canada & Mexico stores the-shelf & custom star reviews on Distributor network in
Slide 10: Commercial – Australia & New Zealand
Commercial – Australia & New Zealand For personal use only Grain Storage Water Security Shade Horticulture Packaging Primary coated Sole supplier of Leading supplier to Key supplier of Long-term paper fabric supplier for liner fabric to top fabricators orchard & vineyard coating partner with GrainCo
Slide 11: Commercial – Americas
Commercial – Americas For personal use only Market Position Sales Channels Strategic Partnerships Pioneer and leader in Direct to large-scale Supporting a key Australian architectural shade solutions fabricators and leading share commercial customer of large distributors across establishing operatio
Slide 12: Commercial – Developing Markets
Commercial – Developing Markets For personal use only Market Leader Middle East Europe Japan South-East Asia ▪ First to ▪ Fabric ▪ 20+ years of ▪ Coolaroo ▪ Architectural introduce specified by distribution consumer shade fabric architectural government for partnerships in products distributed in sh
Slide 13: Category & Product Group Mix
Category & Product Group Mix Financial Year 2024/2025 For personal use only 13
Slide 14: Middle East War Impacts
Middle East War Impacts • Direct Impacts - Revenue contracted at the peak of the conflict in March. For personal use only - Market activity has picked up from April but remains subdued. - Inventory on the ground in Dubai has allowed us to take advantage of available demand in the short term. - FY26
Slide 15: US Trading
US Trading • US peak season performance - The US retail market remains relatively flat with consumer For personal use only confidence remaining low and cost of living pressures driving consumer behaviour. - We are seeing some improvement in our core product ranges as we move through the season. - As
Slide 16: US Trade Policy
US Trade Policy • Tariffs and tariff refunds - The current position is that the 10% Section 122 tariffs, introduced For personal use only following the U.S. Supreme Court's February 2026 ruling on the IEEPA tariffs (which had been set at 30%), remain in force. - Importantly, these tariffs were incre
Slide 17: Strategy
17 For personal use only Strategy
Slide 18: Key Strategic Priorities
Key Strategic Priorities Americas operating model reset • ~25% reduction in US workforce completed. For personal use only • Administration and management roles streamlined to simplify the operating model. • Annualised savings of A$3.7 million. • Team now focused on Sales, Marketing & Distribution wi
Slide 19: Key Strategic Priorities
Key Strategic Priorities Commercial Growth • We are expanding our Commercial sales team in all core For personal use only markets with the aim of: - Increasing sales of existing products in existing markets. - Improving market penetration of existing products in new markets. - Specific emphasis on a
Slide 20: Growth Focus by Region
Growth Focus by Region Relative investment priority across core product lines and target regions For personal use only 20 The Light Commercial segment will form a new segment utilising existing products from our Retail and Commercial ranges
Slide 21: Growth Focus by Product
Growth Focus by Product Financial Year 2024/2025 For personal use only Our primary Retail growth objective is to scale our US consumer business by replicating the category depth and breadth of our mature ANZ model across a retail footprint 10x Bunnings, supported by established trading relationships
Slide 22: Key Messages
Key Messages • In our 75th year, we have a solid foundation to build from. For personal use only • Our refreshed strategy is clear and coming to life. • We have made significant progress on redefining the operating model. • We have weathered some substantial headwinds over the past 12 months. • We a
Slide 23: For Further Information Contact
For Further Information Contact: Company For personal use only Troy Mortleman Chief Executive Officer investor.relations@galepacific.com Investor Relations Andrew Keys Keys Thomas Associates andrew.keys@keysthomas.com 23