Wagners Holding Co. Ltd. · ASX:WGN
Wagners — FY2026 Earnings Presentation
18 slides from Wagners's earnings presentation, Aug 19, 2026
Slide 1: FY26 Results
FY26 RESULTS 18 AUGUST 2026
Slide 2: Contents
CONTENTS 01 FY26 RESULTS 02 STRATEGY UPDATE 03 OUTLOOK & SUMMARY
Slide 3: FY26 Group Highlights
FY26 GROUP HIGHLIGHTS ENHANCED PROFITABILITY & OPERATING LEVERAGE GROUP REVENUE GROSS PROFIT $503.9M $164.2M • Strong performance, delivering revenue of $503.9 million, reflecting: o Sustained growth from core Construction Materials (CM) business with revenue +28% to $328.2 million (FY25: $257 milli
Slide 4: FY26 Highlights & Performance
FY26 HIGHLIGHTS & PERFORMANCE
Slide 5: FY26 Performance
FY26 PERFORMANCE IMPROVED PRICING & VOLUMES DRIVE MARGIN EXPANSION ($M) FY26 FY25 Change • Improvements in both pricing and volume delivered increased CM Total Revenue 503.9 431.3 72.7 and CFT revenue while Project Services (PS) revenue reduced as Gross Profit 164.2 139.9 24.4 anticipated Gross Marg
Slide 6: Segment Results – CM
FY26 SEGMENT RESULTS – CM STRONG REVENUE GROWTH SUPPORTING FURTHER MARGIN EXPANSION CONSTRUCTION MATERIALS (CM) PERFORMANCE (FY23 - FY26) • Construction Materials revenue increased by $71.2 million (+28% vs 17.1% FY25) to $328.2 million 328.2 15.4% o Volume improvement across all 14.7% 56.0 areas 25
Slide 7: Segment Highlights – Construction Materials
FY26 SEGMENT HIGHLIGHTS CONSTRUCTION MATERIALS (CM) Overall – strong demand for Construction Materials across South-East Queensland delivering revenue of $328.2 million, up 28%. Pricing, volume and operational efficiencies delivered EBIT of $56.0 million, up $16.4 million, reflecting >170bps improve
Slide 8: Segment Results – CFT
FY26 SEGMENT RESULTS – CFT ACCELERATING DEMAND DRIVES OPERATIONAL EFFICIENCY AS BUSINESS SCALES COMPOSITE FIBRE TECHNOLOGIES (CFT) PERFORMANCE (FY23 - FY26) • CFT FY26 revenues increased by $25 million (+36% vs FY25) to $93.4 million 93.4 18.1 • FY26 EBIT increased $8.3 million to $18.1 million, ref
Slide 9: Segment Highlights – Composite Fibre Technologies
FY26 SEGMENT HIGHLIGHTS COMPOSITE FIBRE TECHNOLOGIES (CFT) Overall – rising demand is translating into improved margins as volumes grow. Capital is being directed toward capacity expansion to meet continued market growth. • Strong demand from electricity networks for CFT products o 18% increase in c
Slide 10: Segment Results – PS
FY26 SEGMENT RESULTS – PS PROJECT MIX DELIVERS ENHANCED EBIT MARGIN PROJECT SERVICES (PS) PERFORMANCE (FY23 - FY26)¹ • Project Services revenue lower in FY26 with the completion of two haulage projects in FY25, as expected 207.5 206.2 • Despite lower revenue, Project Services EBIT increased to $8.1
Slide 11: Segment Highlights – Project Services
FY26 SEGMENT HIGHLIGHTS PROJECT SERVICES (PS) Overall – while revenue reduced compared to FY25, FY26 delivered an improved EBIT result due to a more profitable mix of project work BULK PRECAST CONCRETE HAULAGE PROJECTS • Sales and EBIT down • New manufacturing • Two projects completed versus FY25 fa
Slide 12: Balance Sheet
FY26 BALANCE SHEET IMPROVED OPERATING LEVERAGE ASSISTS IN DEBT REDUCTION WORKING CAPITAL (A$m) Jun-26 Jun-25 Change • Increased activity and volumes across cement, concrete, quarries, steel and CFT have driven Trade and other receivables 76.5 59.2 17.3 the increase in receivables and payables Invent
Slide 13: Cash Flow Statement
FY26 CASH FLOW STATEMENT CASH CONVERSION FROM IMPROVED OPERATING RESULTS REDUCES DEBT • Improved cash flow from operations due to (A$m) FY26 FY25 Change improved result and reduced interest costs, partially offset by increased tax payments EBITDA 89.0 66.1 22.9 • Capex of $51.2 million in FY26 inclu
Slide 14: Outlook & Summary
OUTLOOK & SUMMARY
Slide 15: Outlook
OUTLOOK SEGMENT-SPECIFIC CONSIDERATIONS: CONSTRUCTION COMPOSITE FIBRE PROJECT INVESTING MATERIALS (CM) TECHNOLOGIES (CFT) SERVICES (PS) IN GROWTH • CM assets well placed to service expected • ANZ electricity networks to • Bulk haulage revenue secured • Elevated level of capital market growth provide
Slide 16: Summary
SUMMARY STRATEGY LEVERAGES WAGNERS QUALITY ASSETS, PERSONNEL & CULTURE WITH STRONG ALIGNMENT AND INTEGRATION WELL-INVESTED, VERTICAL ATTRACTIVE DISTRIBUTION HIGH-QUALITY ASSET BASE INTEGRATION END MARKETS FOOTPRINT significant capital invested enabling security of supply consisting of high-quality,
Slide 17: Disclaimer
DISCLAIMER The material contained in this presentation is a summary of Wagners Holding in this presentation. To the maximum extent permitted by law, Wagners and Company Limited’s (Wagners) activities and results, current at the date of its other affiliates and their respective directors, officers, e
Slide 18: Thank You
THANK YOU CONTACT: Karen Brown Company secretary +61 (0) 410 606 639 Sam Wells NWR Communications sam@nwrcommunications.com.au +61 (0) 427 630 152