Fletcher Building Limited · NZX:FBU

Fletcher Building — Investor Day (May 2021)

13 slides from Fletcher Building's investor day presentation, May 26, 2021

  1. Slide 1: Fletcher Building Investor Day May 2021

    Fletcher Building Investor Day May 2021 Hamish McBeath CE, Building Products 26 May 2021

  2. Slide 2: Agenda

    Agenda 1. Introduction, Fletcher Building Overview Ross Taylor 2. Group Financials Bevan McKenzie 3. Safety Wendi Croft 4. Building Products Hamish McBeath 5. Concrete Nick Traber 6. Distribution Bruce McEwen 7. Residential and Development Steve Evans 8. Construction Peter Reidy 9. Australia Dean Fr

  3. Slide 3: Building Products: leading New Zealand building products solutions provider

    Building Products The leading New Zealand building products solutions provider è Market leading building products brands for the finishing trades with world leading technical product knowledge è Integrated value chain in pipes, servicing a wide range of customers è Balanced portfolio of Steel busine

  4. Slide 4: We have an unrivalled network across New Zealand

    Building Products We have an unrivalled network across New Zealand Enough pipes p.a. to circumnavigate the globe 240 tonnes p.a. 1,900 of milk bottles recycled People Equivalent of 5,000 homes of glass recycled every year 2.25 Mm2 of particle board 4 Fletcher Building Limited Investor Day Presentati

  5. Slide 5: Leading market positions across building products, pipes and steel

    Building Products Leading market positions across the building products, pipes and steel verticals Market Size ($b) and Share (%) HY21 Revenue Weighted Sector Exposure $1.3b $0.6b $2.1b 100% 28% 46% Market share % 26% Key: Residential Non Residential Infrastructure / Other Products Pipes Steel Key:

  6. Slide 6: Business strategies and cost bases reset, c.14% EBIT margin sustainable

    Building Products Business strategies and cost bases reset, c.14% EBIT margin sustainable EBIT ($m)1 EBIT Margin1 (%) and ROFE2 (%) Key Non-financial Measures FY19 YTD21 c.25.2% 24.0% $190-195m TRIFR3 6.4 7.6 $167m NPS 35 46 Engagement 72% 73% c.14.0% 12.7% Carbon (‘000t)4 62 50 FY19 FY21F FY19 FY21

  7. Slide 7: Investing in the foundations for future growth

    Economic Building Products Leadership in Market leading performance innovation, customer Lowest of each sustainability, solutions and delivered cost business in and growth via Investing in the foundations for future growth services industry top quartile disruption Automation è Automation of manufact

  8. Slide 8: Strong focus on efficient sites and new product development

    Building Products Leadership in innovation, Lowest sustainability, delivered cost and growth via Strong focus on efficient sites and new product development disruption Automation of manufacturing and supply chain Programme of new product development – Laminex • TINZ Bagger and Bag Placer • Productiv

  9. Slide 9: Simplified distribution and low cost, efficient manufacturing footprint

    Building Products Lowest delivered cost A simplified distribution business and a low cost, efficient manufacturing footprint FY21 FY23 14 Distribution Sites 2 Pipe Manufacturing Plants 3 Precast Sites è Consolidating North Island pipe manufacturing è Expanding operational footprint in Papakura è Upg

  10. Slide 10: Steel well-positioned for ongoing share gain

    Economic Building Products Leadership in Market leading performance innovation, customer Lowest of each sustainability, solutions and delivered cost business in and growth via Steel well-positioned for ongoing share gain services industry top quartile disruption è Upgrade of PCC ovens commencing FY2

  11. Slide 11: Winstone Wallboards investment delivering capacity and innovation

    Building Products Winstone Wallboards investment delivering capacity and innovation 11 Fletcher Building Limited Investor Day Presentation | © May 2021

  12. Slide 12: Closing summary

    Building Products Closing summary è Business strategies and cost bases reset è Strong focus on modern, automated manufacturing plants to drive operational efficiency è Good programme of NPD aimed at broadening our addressable market è Opportunities to push into adjacent sectors to deliver medium-ter

  13. Slide 13: Questions

    Questions 13 Fletcher Building Limited Investor Day Presentation | © May 2021

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