Fleetwood Limited · ASX:FWD
Fleetwood — Merger or Acquisition (July 2026)
16 slides from Fleetwood's merger presentation, Jul 16, 2026
Slide 1: Acquisition of Red Dog Village
Acquisition of Red Dog Village 16 July 2026 Andrea Pidcock, Chief Executive Officer Cate Chandler, Chief Financial Officer 1
Slide 2: Important notices and disclaimer
2 Important notices and disclaimer The information contained in this presentation is provided by Fleetwood Limited ACN. 009 205 261 (Fleetwood) for informational purposes only and does not constitute an offer, invitation or recommendation to subscribe for or purchase any securities and neither this
Slide 3: Acquisition of Red Dog Village
3 Acquisition of Red Dog Village
Slide 4: Strategic acquisition expands Fleetwood's Pilbara presence to meet strong regional demand
4 4 Strategic Red Dog Village acquisition expands Fleetwood’s Pilbara presence to meet strong regional demand • Fleetwood has agreed to acquire Red Dog Village, a large-scale transient worker accommodation facility on a Crown Lease in Karratha, for $20m plus GST(1). • Red Dog is the largest accommod
Slide 5: Strategic acquisition strengths Community Solutions earning potential
5 5 Strategic acquisition strengths Community Solutions Earning potential SEARIPPLE • Depending on occupancy and market conditions the Red Dog Village acquisition has the potential to increase Community Solutions EBIT, by an estimated $10m - $20m on an annualised basis. • Searipple continues to perf
Slide 6: Fleetwood is uniquely positioned to meet Karratha's accommodation needs
6 6 Fleetwood is uniquely positioned to meet Karratha's immediate and long- term accommodation needs • Karratha is one of Australia’s most active resource and infrastructure regions, with a diverse range of major operations and a strong pipeline of committed and proposed development projects. • Flee
Slide 7: Accommodation and modular capability creates a scalable platform for future growth
7 7 Fleetwood's accommodation and modular capability creates a scalable platform for future growth • Fleetwood’s operating model combines ownership and operation of accommodation villages with in-house modular construction capability. • This integrated model enables Fleetwood to: - Build additional
Slide 8: Fleetwood's WA accommodation portfolio enables yield optimisation and development potential
8 Fleetwood's WA accommodation portfolio enables yield optimisation Built and managed by Fleetwood and long-term development potential - 293 houses built for Port Hedland Council, housing key workers (teachers, police and local staff). - Parks, roads, footpaths and homes all managed and maintained b
Slide 9: Demand for TWA is expected to continue, underpinned by operations and project pipeline
9 Demand for TWA is expected to continue, underpinned by existing operations and maintenance works, augmented by a deep pipeline of projects Company Project Industry Investment Status Transient workers Rio Tinto Parker Point Water Security $1.0B Construction 300 Stage 2 approved March 2026 Perdaman/
Slide 10: Karratha sustained accommodation shortfall reinforces value of WA portfolio strategy
10 Karratha sustained accommodation shortfall reinforces the value of Fleetwood's WA portfolio strategy Karratha TWA Demand and Supply • Short-term accommodation shortage: the region is forecasting a multi-year shortfall of at least 1,500 TWA beds, driving strong demand across Red Dog and Searipple
Slide 11: The Fleetwood Advantage
11 The Fleetwood Advantage
Slide 12: Resilient business model with two core divisions
12 Resilient business model with two core divisions 1 Building Solutions 2 Community Solutions Vertically integrated end to end delivery of projects across Leader in building, operating and managing high-quality accommodation education, housing, resources and government. villages in remote and regio
Slide 13: The Fleetwood advantage
13 The Fleetwood advantage The acquisition strengthens Fleetwood’s position as a regional accommodation provider, with modular capability enabling scalable growth, asset renewal and flexible deployment across regions. Accommodation portfolio Integrated modular capability Two businesses supporting ea
Slide 14: Three immediate focus areas
14 Three immediate focus areas 1 2 3 Grow sales and build key Accelerate excellence in Lift capability and culture customer relationships modular manufacturing • Strengthen capabilities required for • Grow our evolving community solutions • Bring manufacturing efficiencies to the future growth. mode
Slide 15: Summary: why Fleetwood
15 Summary: why Fleetwood Australia’s largest Six (6) manufacturing facilities and 221,775m² of capacity, positioned for a 1 modular builder national housing shortfall and rising government infrastructure spend. Resilient, recurring Positioned to deliver sustainable earnings with forecast shortages
Slide 16: Thank you
16 Thank you