Big River Industries Ltd. · ASX:BRI
Big River Industries — Investor Presentation (December 2025)
25 slides from Big River Industries's investor presentation, Dec 1, 2025
Slide 1: Acquisition of leading WA distributor John's Building Supplies
BIG RIVER INDUSTRIES LTD (ASX:BRI) Acquisition of leading WA distributor John’s Building Supplies 1st December 2025 Not for release to US wire services or distribution in the United States
Slide 2: Contents
02 03 Transaction Overview 04 Big River Group Trading Update BIG RIVER INDUSTRIES LTD (ASX:BRI) 05 John's Building Supplies Transaction Overview CONTENTS 06 John’s Building Supplies Overview 07 John's Building Supplies Product Offer 08 Acquisition Strategic Rationale 09 Financial Impact 10 Equity Ra
Slide 3: Transaction Overview
03 Transaction Overview • Big River Industries Limited (BRI) to acquire the business and assets of John’s Building Supplies (JBS) (Acquisition) • JBS is a well-respected distributor of building products in Welshpool WA, supplying the residential, Acquisition commercial and industrial markets since 1
Slide 4: Big River Group Trading Update
04 Big River Group Trading Update Trading Update YTD to 31 Oct 2025 v PCP Market Outlook • Group revenue • Residential markets expected to stay soft into early FY26 – improvement now more likely later FY26 given delays but – YTD 31st October revenue was 3.2% lower than the prior year, an supported b
Slide 5: John's Building Supplies Transaction Overview
05 John’s Building Supplies Transaction Overview Background Established trading history – 43 years operating in WA with more than 800 active trade accounts BIG RIVER INDUSTRIES LTD (ASX:BRI) Solid reputation – strong brand, specialist knowledge, loyal customer base & engaged with community Financial
Slide 6: John's Building Supplies Overview
06 John's Building Supplies Overview BIG RIVER INDUSTRIES LTD (ASX:BRI) Customers / Markets Business Background People The company services more than John's Supplies is a highly The team is highly experienced, long- 800 active trade customers across respected, family-owned WA tenured and closely ali
Slide 7: John's Building Supplies Product Offer
07 John’s Building Supplies Product Offer Cladding Panels Plywood Insulation Cement & accessories BIG RIVER INDUSTRIES LTD (ASX:BRI) Steel wall & ceiling systems Plasterboard Gyprock products Structural timber Glue laminated Design pine Timber linings & claddings Composite & timber decking Dressed t
Slide 8: Acquisition Strategic Rationale
08 Acquisition Strategic Rationale Capability Scale Growth Synergies Value BIG RIVER INDUSTRIES LTD (ASX:BRI) Market Earnings Capital Allocation Strengthens BRG’s Strategic Position Platform for Sustainable Earnings Value-Accretive and Aligned to Growth 1 Capital Allocation Priorities • Builds meani
Slide 9: Financial Impact of Acquisition & Equity Raise
09 Financial Impact of Acquisition & Equity Raise Acquisition A$m (unless otherwise stated) BRI FY251 ProForma Comments Impact2 Revenue 405.1 41.2 446.3 • Purchase funded through $10.0m equity raise, $2.0m scrip , $3.0m cash and $2.0m earnout over 18 months through business EBITDA 28.7 5.2 33.9 BI
Slide 10: Equity Raising Overview
10 Equity Raising Overview • Fully underwritten 3 for 35 shares, renounceable entitlement offer to raise ~$10 million (Entitlement Offer) • ~7.3 million new fully paid ordinary shares (New Shares) to be issued, representing approximately 8.6% of existing shares on issue Offer details • Eligible shar
Slide 11: Indicative Timeline
11 Indicative Timeline1 Event Date Entitlement Offer and Acquisition announcement 01 December 2025 BIG RIVER INDUSTRIES LTD (ASX:BRI) Record Date (7.00pm, Sydney time) 04 December 2025 Entitlements commence trading on a deferred settlement basis 08 December 2025 Offer Booklet dispatched 08 December
Slide 12: Important Notice and Disclaimer
12 Important Notice and Disclaimer Important notice and disclaimer Not for release in the United States This investor presentation (Presentation) has been prepared by Big River Industries This Presentation does not constitute an offer to sell, or a solicitation of an offer to buy, Limited (the "Comp
Slide 13: Important Notice and Disclaimer continued
13 Important Notice and Disclaimer continued Future Performance referred to in this Presentation, none of them makes or purports to make any statement in this Presentation and there is no statement in this Presentation which is This Presentation contains certain forward-looking statements. The words
Slide 14: Appendices
14 Appendices 15 Big River Operations Overview 17 Key Risks BIG RIVER INDUSTRIES LTD (ASX:BRI) 21 Risks specific to the Acquisition and Entitlement Offer 22 Underwriting Agreement Summary
Slide 15: Big River Group Operations Overview
15 Big River Group Operations Overview BRG is a national trade-focused building products group, particularly timber, panels, cladding, and Frame & Truss. The company has established strong relationships with suppliers and has a nationwide presence. BRG has successfully restructured its cost base, en
Slide 16: Big River Group Divisions Overview
16 Big River Group Divisions Overview Construction Panels (Building Trades + Formwork & Commercial) BIG RIVER INDUSTRIES LTD (ASX:BRI) Industry leaders in decorative timber panels to the trade for Leading diversified formwork & building products manufacturing & distribution architectural and fit out
Slide 17: Key Risks
17 Key Risks Set out in this section are potential risks associated with the Company and the Acquisition, the Entitlement Offer and an investment in the Company’s shares. It is not an exhaustive list of every risk faced by the Company now or in the future. The Acquisition is subject to conditions pr
Slide 18: Key Risks continued
18 Key Risks continued Changes to corporate income tax, import duties, property tax, excise tax, withholding tax or any other applicable taxation legislation or policies in Australia, or other jurisdictions where the Company operates or procures supply may adversely affect the Company's financial pr
Slide 19: Key Risks continued
19 Key Risks continued The Company may, from time to time, experience manufacturing defects or other claims relating to its products and services. Defects in the Group's products could be difficult or costly to correct, cause Health & Safety significant customer relations and business reputation pro
Slide 20: Key Risks continued
20 Key Risks continued Any information technology system is potentially vulnerable to interruption and/or damage from several sources, including but not limited to computer viruses, cyber security attacks and other security IT system failure and breaches, power, systems, internet and data network fa
Slide 21: Risks specific to the Acquisition and Entitlement Offer
21 Risks specific to the Acquisition and Entitlement Offer (a) Completion of the acquisition of John’s Building Supplies is subject to various conditions Completion of the Acquisition is subject to a number of conditions precedent. There can be no certainty, nor can the Company provide any assurance
Slide 22: Underwriting Agreement Summary
22 Underwriting Agreement Summary The Underwriter’s obligations to underwrite the Entitlement Offer are conditional upon: a. (Due Diligence Questionnaire) written responses to the due diligence questionnaire signed by the persons nominated (and approved by the Underwriter) as executing parties in th
Slide 23: Underwriting Agreement Summary continued
23 Underwriting Agreement Summary continued • (hostilities) there is an outbreak of hostilities (whether or not war has been declared) not presently existing, or a major escalation in existing hostilities occurs involving or a national emergency is declared by any of the following: 1. the Commonweal
Slide 24: Underwriting Agreement Summary continued
24 Underwriting Agreement Summary continued • (indictable offence) a Director of the Company or any related corporation of the Company is charged with an indictable offence relating to a financial or corporate matter; • (proceedings) civil or criminal proceedings are brought against the Company or a
Slide 25: Big River Industries Ltd (ASX:BRI)
BIG RIVER INDUSTRIES LTD (ASX:BRI) BIG RIVER INDUSTRIES LTD (ASX:BRI)
Big River Industries — Investor Presentation (December 2025) on 6ix