Fletcher Building Limited · NZX:FBU

Fletcher Building — Investor Day (June 2025)

8 slides from Fletcher Building's investor day presentation, Jun 24, 2025

  1. Slide 1: PlaceMakers: Nail the Basics

    PlaceMakers NAIL THE BASICS W Fletcher ~~ Building

  2. Slide 2: PlaceMakers at a glance: FY25 revenue and market share

    c.$1.3bn c.25% FY25 Revenue FY25 Market Share PlaceMakers stores Frame & Truss plants PlaceMakers Frame & Truss Mico 2 | Investor Day | 24 June 2025 | Fletcher Building Limited

  3. Slide 3: Financial performance FY19 to FY25F

    Financial performance FY19 to FY25F COST OF GOODS SOLD, COST, EBIT AS % REVENUE REVENUE LOSS FROM MARKET SHARE DECLINE 1800 Building activity peaked in FY23 35.0% with significant drop in FY24 1600 30.0% 1400 25.0% 1200 1000 20.0% 800 15.0% 600 10.0% 400 5.0% 200 EBIT LOSS FROM MARKET SHARE DECLINE

  4. Slide 4: Market Share

    Jul-19 4 Aug-19 Sept-19 Oct-19 Nov-19 32.2% Dec-19 Jan-20 Feb-20 End FY19 Market Share Mar-20 Apr-20 May-20 Jun-20 Jul-20 Aug-20 Market Share Sept-20 Oct-20 Nov-20 Dec-20 Jan-21 Feb-21 Mar-21 | Investor Day | 24 June 2025 | Fletcher Building Limited Apr-21 May-21 Jun-21 Jul-21 Aug-21 Sept-21 Oct-21

  5. Slide 5: Nail the Basics: Why it matters?

    NAIL THE Why it matters? BASICS Customer Trust, Cost Discipline, Execution Excellence Great builds start with SOLID FOUNDATIONS - both in construction and in business. Nail the basics, and everything else falls into place 5 | Investor Day | 24 June 2025 | Fletcher Building Limited

  6. Slide 6: Nailing the basics: Customer

    Nailing the basics Getting us back on track ISSUE ACTION  We are 100% refocused on growing our Trade and Commercial Customer base  We focused brand on the wider market  We have removed two layers and 200+ roles where our including DIY and Retail Customers instead of team were too removed from our

  7. Slide 7: Nailing the basics: Manufacturing & Supply Chain

    Nailing the basics Getting us back on track ISSUE ACTION  Our team has been refreshed with the expertise needed  We stopped the Felix Street Frame & Truss project and  We did not have the manufacturing expertise opted to repurpose the Clever Core Cavendish Drive site needed resulting in poor capi

  8. Slide 8: Competitive advantages

    Competitive advantages Set up to Win PEOPLE STORE NETWORK BRAND MANUFACTURING & & RANGE SUPPLY CHAIN  Knowledge ‘Know How, Can Do’  66 Stores providing coverage  Iconic and trusted brand  8 Frame & Truss Plants with a  100% Commitment to our across the country  Known and supported by the focus

Fletcher Building — Investor Day (June 2025) on 6ix