Reliance Worldwide Corp. Ltd. · ASX:RWC
Reliance Worldwide — Investor Presentation (October 2025)
45 slides from Reliance Worldwide's investor presentation, Oct 23, 2025
Slide 1: ASX Announcement: Investor presentation
ASX Announcement 23 October 2025 Investor presentation Reliance Worldwide Corporation Limited (ASX: RWC) is conducting an investor presentation from 1.30pm today (Sydney time). A copy of the presentation slides is attached. For personal use only For enquiries, please contact: Phil King Group Investo
Slide 2: Investor Briefing
For personal use only Investor Briefing 23 October 2025 RELIANCE WORLDWIDE CORPORATION LIMITED ABN 46 610 855 877
Slide 3: Important Notice
Important Notice This presentation contains general information about Reliance Worldwide Corporation Limited’s activities at the date of presentation (23 October 2025). It is information given in summary form and does not purport to be complete. For personal use only The presentation is not an offer
Slide 4: Agenda
Agenda For personal use only 1. Group strategy overview 2. Regional spotlight • EMEA • APAC • Americas 3. Shareholder Value Creation 4. Q&A 3
Slide 5: Speaker introductions
Speaker introductions For personal use only Heath Sharp Andrew Johnson Travis Potts CEO CFO EVP, Strategy and Transformation Dixon Thuston Nicole Sumich Will Kilpatrick EVP of & President, EMEA EVP & President, Asia Pacific EVP & President, Americas 4
Slide 6: Our Vision | The complete plumbing global leader
Our Vision | The complete plumbing global leader Everything for For personal use only back-of-wall plumbing… The most extensive portfolio of plumbing products and systems... across new aimed at both construction, Residential and repair and Commercial remodel... ...distributed end markets... through
Slide 7: Strategy Overview
Strategy Overview RWC seeks to create value through product leadership For personal use only Solutions for Value for the Industry leading the job site distributor execution Smart product solutions that improve Increasing value for the distributor Premium quality products and contractor productivity,
Slide 8: US$25.3 billion total addressable market
US$25.3 billion total addressable market RWC is well positioned for growth through product leadership use only All figures Rough Water-In Rough Water- in US$B Adjacencies Total Plumbing Out Plumbing Drivers of long-term growth: ▪ Large and fragmented landscape ▪ Ageing homes driving R&R 7.5 5.7 30+
Slide 9: Global manufacturing footprint supports sourcing flexibility
RWC’s global manufacturing footprint supports sourcing flexibility locations In the UK we manufacture: ▪ Push-to-connect fittings In China we manufacture: ▪ Appliance installation & repair products ▪ Pipes ▪ Water filtration & drinks dispense fittings For personal use only In Brisbane Australia we m
Slide 10: Manufacturing footprint: Principles
Manufacturing footprint: Principles Increase optionality/flexibility through no regrets, low capital and reversible footprint changes For personal use only Efficient and agile operational network: ▪ Uncertain geopolitical outlook, so prioritise flexibility/agility ▪ Low capex, reversable, “no regret
Slide 11: Manufacturing Footprint: Location
Manufacturing Footprint: Location Optimise manufacturing footprint based on product-specific cost profiles For personal use only Product Materials Labor Freight Tariffs Manufacturing / Assembly Location: FluidTech ▪ Products have different cost USA X X drivers ▪ Optimal manufacturing location FluidT
Slide 12: EMEA
EMEA Plumbing Matters. We Make It Better.”
Slide 13: EMEA Overview
EMEA Overview Key Metrics Product/Channel Mix Key Brands For personal use only EMEA Sales Revenue £201m Net Sales1 Europe £58m Adjusted EBITDA1 UK 880+ UK Sales Revenue Employees Non- Speedfit 7,200+ Locations (UK) 1 Segment net sales includes £29 million of intercompany sales to Speedfit/ other se
Slide 14: EMEA: Solutions for the job site
EMEA: Solutions for the job site RWC aims to deliver smart product solutions that improve productivity and make end users lives easier For personal use only FY25 FY26 pipeline • Launched 15 projects encompassing 300+ SKUs • 50 projects currently being developed % year 1 project revenue Anti-Legionel
Slide 15: EMEA: Grow in Plumbing and Heating Europe
EMEA: Solutions for the job site Grow in Plumbing and Heating Europe EU Pipe and Fittings TAM1: $2.3B For personal use only RWC EU P&H 33% RWC EU FluidTech 67% Top EU countries by Pipe and Fittings TAM1: RWC Europe ▪ Germany: US$816 million (est.) ▪ France: US$668 million (est.) ▪ 6 sales and distri
Slide 16: EMEA: Solutions for the Job Site
EMEA: Solutions for the Job Site RWC aims to deliver smart product solutions that improve productivity and make end users lives easier For personal use only Speedfit Universal One SharkBite Max EU Situation Strong customer demand for an Retail outlets in Europe were all in one fitting to support PEX
Slide 17: Growth in Europe in FY26
EMEA: Solutions for the job site Growth in Europe in FY26 France Germany Italy For personal use only Speedfit in 150 Mr. Bricolage SharkBite in 140 SharkBite MLCP and John and Castorama stores Hornbach stores Guest in Technomat 16
Slide 18: EMEA: Grow in the UK
EMEA: Value for the distributor Grow in the UK UK RMI use only FY25 Key Financials COMMERCIAL £ 375 m 20.9 % TAM FY25 Share For personal Product Application Drainage DOMESTIC NEW BUILD UK Commercial Core FY25 Key Financials RESIDENTIAL £ 600 m 1.4 % R&R TAM FY25 Share Water-In Plumbing Complete Plum
Slide 19: Key projects we're working on at pace to bring to market
Key projects we’re working on at pace to bring to market1 Over 50 projects in flight across both FluidTech and Plumbing & Heating. x127 x76 x64 For personal use only MDPE Fittings Commercial SharkBite Valves 1B Max FY26 Q1 FY26 H2 / FY27 H1 xTBC xTBC Retail Ancillaries & TVA Consumables Evolution 1
Slide 20: EMEA: Industry leading execution
EMEA: Industry leading execution Operational improvements implemented For personal use only DRM Demand Forecasting Supply Operational Improvements Planning ▪ New S&OP process implemented NPD ▪ Delivery OTIF above 90% ▪ Supplier OTIF above 90% SRM Feedback ▪ Lead time reduced from 28 to 3 days, pipe,
Slide 21: EMEA: Manufacturing facility in Poland
EMEA: Industry leading execution Manufacturing facility in Poland Scope Launch lower labour cost manual assembly facility in Poland For personal use only focusing on high labour, low volume products Location: Lodz, Poland Size of facility 3,300sqm People 113 Target Timeline Go Live Production Start:
Slide 22: APAC
APAC Plumbing Matters. We Make It Better.”
Slide 23: APAC Overview
APAC Overview Key Metrics Product/Channel Mix Key Brands For personal use only Channel Mix Excl. Holman A$420m Wholesale Net Sales1 A$40m Adjusted EBITDA2 OEM Retail 740+ Channel Mix Incl. Holman Employees OEM Retail Plumbing 5,000+ Shipping locations Wholesale 1,500 inbound containers Retail 1 Segm
Slide 24: APAC: Solutions for the job site
APAC: Solutions for the job site RWC aims to deliver smart product solutions that improve productivity and make end users lives easier For personal use only FY25 FY26 pipeline • Launched 22 projects encompassing 348+ SKUs • 30 projects currently being developed • Transitioned 1,400 products to lead
Slide 25: APAC: Solutions for the job site
APAC: Solutions for the job site RWC aims to deliver smart product solutions that improve productivity and make end users lives easier For personal use only Auspex Large Bore SMART Solutions • Continue to deliver on our commitment to key • Limited Innovation within Holman Home Situation wholesale pa
Slide 26: APAC: Value for the distributor
APAC: Value for the distributor RWC plays a critical leadership role in all aspects of our industry from innovation and driving greater sales for our customers, through to education of apprentices For personal use only Market Stewardship Bunnings Field Sales team ANZ SharkBite Max Market Launch Situ
Slide 27: We are launching in the Wholesale merchants
For personal use only We are launching in the Wholesale merchants…
Slide 28: We are launching in the Retailers
For personal use only We are launching in the Retailers……. 27
Slide 29: We are installing in live construction sites
For personal use only We are installing in live construction sites….. 28 We are EVERYWHERE…. !
Slide 30: APAC: Industry leading execution
APAC: Industry leading execution RWC aims to always safely deliver high quality product, on time and in full to our customers Supply and Operations Planning DC and Manufacturing For personal use only (S&OP) Enhancements Footprint Optimisation Situation • Genuine commitment to a robust S&OP • Holman
Slide 31: APAC: Site count after Holman acquisition
APAC: Industry leading execution After the Holman acquisition there were 22 active sites across Australia and New Zealand For personal use only October 2024 30
Slide 32: APAC: Site count reduced to 17
APAC: Industry leading execution Following the closure of Melbourne recycling and fittings assembly plus the warehouse changes, the current site count is 17 For personal use only Completed Projects ▪ Onehunga manufacturing closure October 2025 ▪ Croydon moulding closure HOL Virginia ▪ Dandenong recy
Slide 33: APAC: Further cost reduction through optimisation and outsourcing
APAC: Industry leading execution Opportunities for cost reduction through optimisation and outsourcing are actively underway to potentially further reduce site count For personal use only Active Projects ▪ Warehouse 1A (Holman MEL) ▪ Project Chelsea HOL Virginia ▪ Extrusion Resin (+ dual source) HOL
Slide 34: Americas
For personal use only AMERICAS 33
Slide 35: Americas Overview
AMERICAS Overview Key Metrics Product/Channel Mix Key Brands For personal use only Product Mix US$859m Net Sales Push To Connect Other US$182m Products Adjusted EBITDA1 Channel Mix 1,190+ Other Employees OEM 23,000+ Retail Wholesale Locations Hardware 1 Refer FY25 results announcement for EBITDA adj
Slide 36: Americas: Solutions for the job site
Americas: Solutions for the job site RWC aims to deliver smart product solutions that improve productivity and make end users lives easier For personal use only FY25 FY26 pipeline • Launched 13 projects encompassing 200+ SKUs • 51 projects currently being developed % year 1 project revenue SharkBite
Slide 37: Americas: Solutions for the jobsite
Americas: Solutions for the jobsite RWC aims to deliver smart product solutions that improve productivity and make end users lives easier For personal use only 36
Slide 38: Americas: Solutions for the jobsite
Americas: Solutions for the jobsite RWC aims to deliver smart product solutions that improve productivity and make end users lives easier For personal use only Deploy videos on key social media (including Developed a catalog of 30+ “how to” videos YouTube) to highlight how RWC makes end users target
Slide 39: Americas: Value for the distributor
Americas: Value for the distributor RWC aims to always increase the sales generated from all available shelf space For personal use only E-commerce infrastructure Distributor racking Tariff mitigation Situation Customers are doubling down on RWC identifies opportunities to Tariff burden accelerated
Slide 40: Americas: Industry leading execution
Americas: Industry leading execution RWC aims to always deliver high-quality product, on-time and in-full to our customers For personal use only Distribution center (DC) Supply and operations planning Manufacturing and network optimisation enhancements assembly opportunities in Mexico Situation Crea
Slide 41: Shareholder Value Creation
For personal use only Shareholder Value Creation 40
Slide 42: RWC model for generating shareholder returns
RWC model for generating shareholder returns For personal use only Smart product solutions that Differentiated brands with Flexible, cost effective and high ROA Competitive improve job site productivity superior product availability operational footprint Advantage Solutions for Value for Industry Le
Slide 43: RWC model for generating shareholder returns
RWC model for generating shareholder returns Earnings Growth For personal use only Smart product solutions that Differentiated brands with Flexible, cost effective and high ROA improve job site productivity superior product availability operational footprint Solutions for Value for Industry Leading
Slide 44: Plumbing matters. We make it better.
Plumbing matters. We make it better.
Slide 45: Thank you
For personal use only Thank you RELIANCE WORLDWIDE CORPORATION LIMITED ABN 46 610 855 877
Reliance Worldwide — Investor Presentation (October 2025) on 6ix