Fleetwood Limited · ASX:FWD
Fleetwood — Corporate Update (June 2026)
19 slides from Fleetwood's corporate update, Jun 22, 2026
Slide 1: Investor Presentation (Updated): Fleetwood streamlines business and optimises manufacturing footprint
22 June 2026 INVESTOR PRESENATION (UPDATED) FLEETWOOD STREAMLINES BUSINESS AND OPTIMISES MANUFACTURING FOOTPRINT Fleetwood Limited (Fleetwood) (ASX:FWD) is providing a revised version of the presentation released to the market today to clarify questions, asked and answered during the investor briefi
Slide 2: Market Update
1 Market Update 22 June 2026
Slide 3: Important Notices and Disclaimer
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 pr
Slide 4: Contents
3 Contents 01 Business update 02 Modular Building Solutions 03 Community Accommodation Solutions 04 Strategic Focus
Slide 5: 01. Business update
01. Business update PHS te ele)
Slide 6: Exiting RV Business to focus on core operations in modular construction and accommodation
5 Exiting RV Business to focus on core operations in modular construction and accommodation • Exiting the RV Solutions business (Camec) in H1 FY27, sharpening focus on core Building and Community Solutions. • Engaging with potential acquirers of Camec - national distributor of RV parts and accessori
Slide 7: Manufacturing footprint consolidated with closure of Smithfield NSW facility
6 Manufacturing footprint consolidated with closure of Smithfield NSW facility • Retaining sales and project delivery capability to service the key NSW market from our QLD and VIC operations. • Manufacturing footprint streamlined for scale and profitability ensuring focus on building a sustainable p
Slide 8: Simplifying operating model to two core divisions
7 Simplifying operating model to two core divisions Building Solutions Community Solutions
Slide 9: Trading Update
8 Trading Update • Underlying EBIT excluding restructuring costs for FY26 is currently expected to be in line with market consensus between $35.0m - $39.0m and includes RV Solutions and NSW Building Solutions fixed costs for FY26. • Building Solutions is not expected to return to profitability in H2
Slide 10: 02. Building Solutions
02. Building Solutions PHS te ele)
Slide 11: Building Solutions Advantage
10 Building Solutions Advantage Housing and infrastructure supply constraints create a clear opportunity for Fleetwood, backed by scalable modular capacity and nationwide reach National scale Diversified customers Vertically integrated • Largest modular builder in Australia. • Broad sectors; educati
Slide 12: The growing acceptance and need for modular as a solution provides strong tailwinds for growth
The growing acceptance and need for modular as a solution provides strong tailwinds for growth Revenue growth will be delivered from growing markets alongside protecting penetrated sectors and recurring revenue Segment Segment detail QLD VIC WA SA NSW FWD current Government / Public market Education
Slide 13: 03. Community Solutions
03. Community Solutions PHS te ele)
Slide 14: Accommodation assets
13 Accommodation assets Village assets provide visible, contract-backed earnings with high occupancy underpinned by accommodation shortages. Built, owned and operated by Fleetwood • Karratha, Western Australia. • 1,250-bed, fully catered Transient Worker Accommodation • Revenue underpinned by 'take-
Slide 15: Searipple contracted occupancy 98% for H1 FY27
Searipple contracted occupancy 98% for H1 FY27 110 Occupancy % 100 available rooms 1,250 96 Outlook(1) 90 84 80 76 70 65 71 60 50 40 40 34 30 20 10 0 FY23 FY24 FY25 FY26 FY27 FY28 FY29-FY30 Contracted at start of year Actual / Contracted Searipple is positioned to benefit from project-driven demand
Slide 16: 04. Strategic focus
04. Strategic focus PHS te ele)
Slide 17: Three immediate focus areas
16 Three immediate focus areas 1 Grow sales and build key customer relationships 2 Accelerate excellence in modular manufacturing 3 Lift capability and culture
Slide 18: Summary: Why Fleetwood
17 Summary: Why Fleetwood Australia’s largest Six (6) manufacturing facilities and 221,775m² of capacity, 1 modular builder positioned for a national housing shortfall and rising government infrastructure spend. Resilient, recurring Searipple is positioned to deliver sustainable earnings with 2 fore
Slide 19: Thank you
18 Thank you