Big River Industries Ltd. · ASX:BRI

Big River Industries — Shareholder Meeting (October 2020)

8 slides from Big River Industries's shareholder meeting presentation, Oct 28, 2020

  1. Slide 1: Big River Industries Limited FY2020 AGM - CEO Presentation

    Big River Industries Limited (ASX:BRI) FY2020 AGM - CEO Presentation - 28 October 2020

  2. Slide 2: Big River Today

    Big River Today Diversified by geography, industry segment, construction type and customer (1) ‒ Formwork Supplies – 24% Target ‒ Building Products – 55% Segments ‒ Plywood & Specialty – 21% Detached Housing 5% 8% 0% 0% Commercial Revenue by 10% 30% High Density Residential Construction 11% Medium D

  3. Slide 3: Financial Results FY2020

    Financial Results FY2020 FY2020 FY2020 Key Financial Measures Key Financial Measures FY2019 Revenue $248.9m  14.3% Pre AASB16 Statutory 1 EBITDA (Statutory) $17.7m  79.9% Profitability EBITDA (Pre AASB16) 1 $12.3m  25.7% Revenue $217.8m $248.9m $248.9m NPAT (Statutory) $4.4m  22.3% EBITDA (befor

  4. Slide 4: Group Strategy – FY2021 Priorities

    Group Strategy – FY2021 Priorities ❑ General declines in the construction sector will be a catalyst for further industry consolidation ❑ Continued growth in the scale of the business will ensure maximum benefit from the construction cycle recovery Market Position ❑ Market share gains in several segm

  5. Slide 5: FY2021 Q1 Trading Conditions

    FY2021 Q1 Trading Conditions ❑ Market performing better than our original forecast of a 10% decline in the addressable market for FY21 ❑ Detached housing and renovations markets have held up strongly with the help of the stimulus measures Market ❑ Commercial construction and high density residential

  6. Slide 6: FY2021 Outlook

    FY2021 Outlook ❑ Uncertainty remains as to timing of key projects and the influence of the Homebuilder package ❑ While the NSW market has been materially impacted in recent years, several announcements from major Market developers augurs well for a turnaround Outlook ❑ Recent sales growth in the min

  7. Slide 7: Appendix

    Appendix FY2020 FY2020F FY2020 FY2020 Key Financial Measures FY2017 FY2018 FY2019 PROFIT & LOSS ($m's) FY2017 FY2018 FY2019 Pre AASB16 Statutory Pre AASB16 Statutory Profitability Revenue 177.1 210.9 217.8 248.9 248.9 Revenue $177.1m $210.9m $217.8m $248.9m $248.9m EBITDA (before acquisition costs)

  8. Slide 8: Important Notice and Disclaimer

    Important Notice and Disclaimer ▪ This presentation is dated 28 October 2020. ▪ Big River Industries Limited (the "Company") advises that the information contained in this presentation is intended to be general background information about the Company's activities as at the date of this presentation

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