Slide 1: Schaffer Corporation Limited Investor Presentation FY26 Results
19 August 2026 ASX Market Announcements ASX Limited 4th Floor, 20 Bridge Street SYDNEY NSW 2000 Dear Sir/Madam, SCHAFFER CORPORATION LIMITED (ASX:SFC) INVESTOR PRESENTATION - FY26 RESULTS Please find attached SFC’s Investor Presentation for the 2026 financial year. The Board has authorised the docum
Slide 2: FY26 Full-Year Results Presentation
FY26 Full-Year Results Presentation AUGUST 2026 Creating shareholder value through the efficient operation of our businesses and long-term growth in our investments
Slide 3: Disclaimer
Disclaimer This presentation has been prepared by Schaffer Corporation Limited ACN 008 675 689 (“The Company”). This presentation is for information purposes only and is not a prospectus or product disclosure statement, financial product or investment advice or a recommendation to acquire Schaffer C
Slide 4: Organisation Chart
Organisation Chart MANUFACTURING SOUTH CONNECT JANDAKOT GROUP INVESTMENTS JANDAKOT - SFC (100%) AND GOSH CAPITAL (83%) AUTOMOTIVE LEATHER (83% OWNED) ▪ 100% Owned ▪ Company Owned Property ▪ Finishing - Slovakia ▪ Syndicated Investment Property - Victoria, Australia ▪ A large strategic asset located
Slide 5: Group Consolidated Financial Performance
Group Consolidated Financial Performance FY26 Statutory NPAT1 of $22.2m (FY25: $24.3m) $ Period ($m) 1H26 2H26 FY26 FY25 ▪1 Automotive Leather: A good performance with profit of $11.8m (FY25: Change Revenue from: $16.3m). Automotive Leather recovered well from a JLR cyber-attack in Automotive Leathe
Slide 6: Fully Franked Dividends
Fully Franked Dividends SFC is a consistent dividend payer ▪ The Board has declared a fully franked final dividend of $0.45 per share, for shareholders on record on 4 September 2026, payable on 18 September 2026. 90 Full-Year Results Presentation AUGUST 2026 5
Slide 7: Cash Generated
Cash Generated Full-Year ending June ($m) FY26 FY25 Cash generation of $22.2m (FY25: $28.3m) for FY26 related to: NPAT 22.2 24.3 Change in Automotive Leather trade working capital 1 (0.2) (8.4) 1 Automotive Leather overall net working capital held steady. Change in Delta trade working capital 2.5 1.
Slide 8: Group Net Debt Overview ($m)
Group Net Debt Overview ($m) MANUFACTURING GROUP INVESTMENTS South Syndicated Automotive SFC Gosh Total Total All amounts in $m Delta Connect Investment Leather Investments Capital Jun 26 Jun 25 Jandakot Properties Type of Debt: Bank and other debt (17.9) (1.5) (18.3) (1.4) (22.1) (7.8) (69.0) (72.9
Slide 9: Automotive Leather
Automotive Leather Period ($m) 1H26 2H26 FY26 FY25 Automotive Leather had a much improved second half. Revenue $81.2 $95.2 $176.4 $185.5 2H26 sales rose 17% to $95.2m (1H26: $81.2) with profit1 increasing 57% to Segment NPAT1 $4.6 $7.2 $11.8 $16.3 $7.2m (1H26: $4.6m). Sales volumes recovered in 2H26
Slide 10: Automotive Leather Outlook
Automotive Leather Outlook ▪ Automotive Leather has won a new program in Europe and two new programs in China. ▪ New Europe JLR program should launch towards end of 1H27. ▪ China programs (Chery and Mercedes) should launch early in 1H27. ▪ Profitability for 1H27 should be at least similar to 2H26. ▪
Slide 11: Delta
Delta Summary Full-Year ending June ($m) FY26 FY25 ▪ Delta had a $1.3m loss (FY25: $4.9m profit): Revenue $13.8 $31.6 ▪ Tough industry environment Segment NPAT ($1.3) $4.9 ▪ Limited large-scale infrastructure projects in Western Australia coinciding with continued subdued private sector projects. ▪
Slide 12: Total Investment Portfolio
Total Investment Portfolio4 Per Share Pre-Tax Net Equity Value1 increased to $240.9m (June $17.76 2025: $227.3m) or $17.76/share (June 2025: Per Share $16.73/share) $16.73 $240.9 $227.3 ▪ The Group continues to grow its investment portfolio which $20.3 $210.9 comprises property, equities, and cash a
Slide 13: South Connect – Jandakot Logistics Estate
South Connect – Jandakot Logistics Estate South Connect Jandakot is a large strategic property asset located between two freeways and 15 minutes south of the Perth CBD. South Connect Jandakot is an institutional grade master planned estate, well located to benefit from the increased demand for logis
Slide 14: South Connect Jandakot
South Connect Jandakot Full-Year ending June ($m) FY26 FY25 • A significant milestone, South Connect Jandakot commenced construction of its first building in February 2026. Revenue $0.9 $0.9 • The first warehouse consists of ~13,500 sqm (around 3.5 acres) across three Segment NPAT $10.6 $3.0 tenanci
Slide 15: South Connect Jandakot – Build to Lease Project
South Connect Jandakot – Build to Lease Project ▪ The first building will be ~13,500 sqm of warehouses across three tenancies which will be marketed for lease. ▪ The building is designed to be a: ▪ 13.7m high ESFR super prime warehouse with 10m awnings ▪ 9 tonne floor rating ▪ modern two-level corpo
Slide 16: Group Investments
Group Investments3 Full-Year ending June ($m) FY26 FY25 ▪ We continue to grow the division opportunistically with the objective of maximising shareholder value over the medium and long-term. Revenue $11.5 $11.7 Segment NPAT1,2 $4.5 $3.3 ▪ Group Investments generated NPAT1 of $4.5m, up 38% (FY25: $3.
Slide 17: Group Outlook – 1H27
Group Outlook – 1H27 Outlook Risk Factors High levels of global geopolitical and economic uncertainty warrant our ▪ Competitive Automotive environment continued caution. ▪ Broader economic uncertainties, including tariffs and a global economic slowdown. Automotive Leather ▪ Adverse currency volatili
Slide 18: Non-IFRS Financial Information
Non-IFRS Financial Information Schaffer Corporation Limited results are reported under As at Reconciliation of Net Debt ($000’s) International Financial Reporting Standards (IFRS) as issued by the June 2026 June 2025 International Accounting Standards Board. The Company Interest-bearing loans and bo
Slide 19: Appendix I - Group Investments – Pre-Tax Net Equity Value
Appendix I - Group Investments – Pre-Tax Net Equity Value1,2 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26 FY26 FY26 Pre-Tax Net Equity Value1.2 % of ($m) ($m) ($m) ($m) ($m) ($m) ($m) ($m) ($m) ($m) Per Share Portfolio Property: Used by SFC Operations $19.6 $11.4 $11.4 $9.7 $9.7 $9.7 $10.1 $10.
Slide 20: Appendix II - Group Investments – Property Portfolio
Appendix II - Group Investments – Property Portfolio Notional Current SFC SFC Share of SFC Share Post-Tax Year Land Size Tax on Address Description Ownership Structure Lettable Ownership Market Value of Debt Net Equity Acquired (sqm) Capital Area (sqm) % ($m) ($m) Value ($m) Gain ($m) Property used
Slide 21: Appendix II - Group Investments – Property Portfolio
Appendix II - Group Investments – Property Portfolio Notional Current SFC SFC Share SFC Share Post-Tax Year Land Size Tax on Address Description Ownership Structure Lettable Ownership of Market of Debt Net Equity Acquired (sqm) Capital Area (sqm) % Value ($m) ($m) Value ($m) Gain ($m) Development Si