Fleetwood Limited · ASX:FWD
Fleetwood — Investor Presentation (June 2026)
17 slides from Fleetwood's investor presentation, Jun 22, 2026
Slide 1: Investor Update
1 For personal use only Investor Update 22 June 2026
Slide 2: 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 3: Contents
3 Contents 01 Business update For personal use only 02 Modular Building Solutions 03 Community Accommodation Solutions 04 Strategic Focus
Slide 4: 01. Business update
For personal use only 01. Business update 4
Slide 5: 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 For personal use only • 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
Slide 6: Manufacturing footprint consolidated with closure of Smithfield NSW facility
6 Manufacturing footprint consolidated with closure of Smithfield NSW facility For personal use only • Retaining sales and project delivery capability to service the key NSW market. • Manufacturing footprint streamlined for scale and profitability ensuring focus on building a sustainable pipeline. •
Slide 7: Simplifying operating model to two core divisions
7 Simplifying operating model to two core divisions For personal use only Building Solutions Community Solutions
Slide 8: 02. Building Solutions
8 For personal use only 02. Building Solutions
Slide 9: Building Solutions Advantage
9 Building Solutions Advantage Housing and infrastructure supply constraints create a clear opportunity for Fleetwood, backed by scalable modular capacity and nationwide reach For personal use only National scale Diversified customers Vertically integrated • Largest modular builder in Australia. • B
Slide 10: The growing acceptance and need for modular as a solution provides strong tail winds for growth
The growing acceptance and need for modular as a solution provides strong tail winds for growth For personal use only 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 /
Slide 11: 03. Community Solutions
11 For personal use only 03. Community Solutions
Slide 12: Accommodation assets
12 Accommodation assets Village assets provide visible, contract-backed earnings with high occupancy underpinned by accommodation shortages. For personal use only Built, owned and operated by Fleetwood • Karratha, Western Australia. • 1,250-bed, fully catered Transient Worker Accommodation • Revenue
Slide 13: Searipple contracted occupancy 98% for H1 FY27
Searipple contracted occupancy 98% for H1 FY27 110 For personal use only Occupancy % 100 available rooms 1,250 96 90 84 Outlook(1) 80 76 71 70 65 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
Slide 14: 04. Strategic focus
14 For personal use only 04. Strategic focus
Slide 15: Three immediate focus areas
15 Three immediate focus areas For personal use only 1 Grow sales and build key customer relationships 2 Accelerate excellence in modular manufacturing 3 Lift capability and culture
Slide 16: Summary: Why Fleetwood
16 Summary: Why Fleetwood For personal use only 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 sustainabl
Slide 17: Thank you
For personal use only Thank you 17