Reliance Worldwide Corp. Ltd. · ASX:RWC

Reliance Worldwide — Investor Presentation (November 2025)

38 slides from Reliance Worldwide's investor presentation, Nov 3, 2025

  1. Slide 1: Investor Presentation November 2025

    Investor Presentation November 2025 RELIANCE WORLDWIDE CORPORATION LIMITED ABN 46 610 855 877

  2. Slide 2: Important Notice

    Important Notice This presentation contains general information about Reliance Worldwide Corporation Limited’s activities at the date of presentation (3 November 2025). It is information given in summary form and does not purport to be complete. The presentation is not an offer or invitation for sub

  3. Slide 3: Strategy

    STRATEGY 3

  4. Slide 4: Everything for back-of-wall plumbing

    Our Vision | The complete plumbing global leader Everything for 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 wholesale, retail and

  5. Slide 5: Strategy Overview

    Strategy Overview RWC seeks to create value through product leadership 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, enable the DIYer, whi

  6. Slide 6: Our Growth Model and Growth Story

    Our Growth Model Our Growth Story The power of organic market Revenue growth since IPO in 2016 has growth combined with the strength been driven by a combination of organic of initiatives and aquisitions. growth initiatives and acquisitions. RWC Net Sales US$m 1,400 Growth om 1,200 - 9 Year CAGR 15%

  7. Slide 7: RWC is well positioned for long-term growth

    RWC is well positioned for long-term growth Large and fragmented landscape RWC’s Total Addressable Market >US$25B Few large players Enduring tail winds Labour shortage Ageing homes Sustainability investments Differentiated proposition Save time Make jobs easier Tier 1 brands 7

  8. Slide 8: US$25.3 billion total addressable market

    US$25.3 billion total addressable market RWC is well positioned for growth through product leadership All figures Rough Water-In Rough Water- in US$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+ 43+ COMME

  9. Slide 9: RWC has significant growth opportunity in end markets

    RWC has significant growth opportunity in end markets RWC has healthy share of market with room for growth Est. Market size1 RWC Share RWC share Market size Growth areas are similar US $19.9B ~4% across all 3 regions: ▪ Residential repair & remodel Australia $1.7B ~12% ▪ Residential new construction

  10. Slide 10: Key brands and products

    Key brands and products Enable RWC to pursue growth across R&R, Commercial and New Residential segments Repair / Remodel Commercial New Residential Key Brands Key Products Trusted brands focused on products that make jobs easier for the Pros and DIY 10

  11. Slide 11: RWC's 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 In Brisbane Australia we manufacture: ▪ Valves ▪

  12. Slide 12: Manufacturing footprint: Principles

    Manufacturing footprint: Principles Increase optionality/flexibility through no regrets, low capital and reversible footprint changes Efficient and agile operational network: ▪ Uncertain geopolitical outlook, so prioritise flexibility/agility ▪ Low capex, reversable, “no regrets” decisions Insource

  13. Slide 13: RWC model for generating shareholder returns

    RWC model for generating shareholder returns Earnings Growth 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 Cash Generation the Jo

  14. Slide 14: RWC's Capital Management approach

    RWC’s Capital Management approach Capital management approach aims to minimise the cost of capital and ensure ongoing access to funding to meet future requirements Strong Financial Value creation Capital management Focus Improving long term Organic Capital Capital Consistent Capital Acquisitions mar

  15. Slide 15: Americas

    AMERICAS 15

  16. Slide 16: Americas Overview

    AMERICAS Overview Key Metrics Product/Channel Mix Key Brands 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 adjustments 16

  17. Slide 17: 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 FY25 FY26 pipeline • Launched 13 projects encompassing 200+ SKUs • 51 projects currently being developed % year 1 project revenue SharkBite Max HoldRite HoldRite

  18. Slide 18: 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 Deploy videos on key social media (including Developed a catalogue of 30+ “how to” videos YouTube) to highlight how RWC makes end users targeted at our core custo

  19. Slide 19: Americas: Value for the distributor

    Americas: Value for the distributor RWC aims to always increase the sales generated from all available shelf space E-commerce infrastructure Distributor racking Tariff mitigation Situation Customers are doubling down on RWC identifies opportunities to Tariff burden accelerated in e-commerce and expe

  20. Slide 20: Americas: Industry leading execution

    Americas: Industry leading execution RWC aims to always deliver high-quality product, on-time and in-full to our customers Distribution center (DC) Supply and operations planning Manufacturing and network optimisation enhancements assembly opportunities in Mexico Situation Create stronger DC network

  21. Slide 21: APAC

    APAC Plumbing Matters. We Make It Better.”

  22. Slide 22: APAC Overview

    APAC Overview Key Metrics Product/Channel Mix Key Brands 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 Segment net sales includes

  23. Slide 23: 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 FY25 FY26 pipeline • Launched 22 projects encompassing 348+ SKUs • 30 projects currently being developed • Transitioned 1,400 products to lead free % year 1 project

  24. 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 Auspex Large Bore SMART Solutions • Continue to deliver on our commitment to key • Limited Innovation within Holman Home Situation wholesale partner, Reece, through

  25. Slide 25: 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 Market Stewardship Bunnings Field Sales team ANZ SharkBite Max Market Launch Situation • Deliver on our

  26. Slide 26: 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 (S&OP) Enhancements Footprint Optimisation Situation • Genuine commitment to a robust S&OP • Holman acquisition created op

  27. Slide 27: APAC: Industry leading execution

    APAC: Industry leading execution Rationalisation of 22 active sites across Australia/ New Zealand to 17 Active Projects ▪ Warehouse 1A (Holman MEL) ▪ Project Chelsea HOL Virginia ▪ Extrusion Resin (+ dual source) HOL Geebung ▪ PVC fabrication review HOL Eagle Farm RWC Eagle Farm RWC Wangarra RWC Pin

  28. Slide 28: EMEA

    EMEA Plumbing Matters. We Make It Better.”

  29. Slide 29: EMEA Overview

    EMEA Overview Key Metrics Product/Channel Mix Key Brands 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 segments; FY25 results 2

  30. Slide 30: 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 FY25 FY26 pipeline • Launched 15 projects encompassing 300+ SKUs • 50 projects currently being developed % year 1 project revenue Anti-Legionella Dekker Mixing Speed

  31. Slide 31: EMEA: Solutions for the job site

    EMEA: Solutions for the job site Grow in Plumbing and Heating Europe EU Pipe and Fittings TAM1: $2.3B 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 distribution offices ▪ Italy

  32. Slide 32: 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 Speedfit Universal One SharkBite Max EU Situation Strong customer demand for an Retail outlets in Europe were all in one fitting to support PEX, looking for an alter

  33. Slide 33: EMEA: Solutions for the job site

    EMEA: Solutions for the job site Growth in Europe in FY26 France Germany Italy Speedfit in 150 Mr. Bricolage SharkBite in 140 SharkBite MLCP and John and Castorama stores Hornbach stores Guest in Technomat 33

  34. Slide 34: EMEA: Value for the distributor

    EMEA: Value for the distributor Grow in the UK UK RMI FY25 Key Financials COMMERCIAL £ 375 m 20.9 % TAM FY25 Share 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 Plumbing Associated Produc

  35. Slide 35: Key projects we're working on at pace to bring to market

    Key projects we’re working on at pace to bring to market 1 Over 50 projects in flight across both FluidTech and Plumbing & Heating x127 x76 x64 MDPE Fittings Commercial SharkBite Valves 1B Max FY26 Q1 FY26 H2 / FY27 H1 xTBC xTBC Retail Ancillaries & TVA Consumables Evolution 1 Please Note: All dates

  36. Slide 36: EMEA: Industry leading execution

    EMEA: Industry leading execution Operational improvements implemented 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, valves, fittings S&OP

  37. Slide 37: EMEA: Industry leading execution

    EMEA: Industry leading execution Manufacturing facility in Poland Scope Launch lower labour cost manual assembly facility in Poland focusing on high labour, low volume products Location: Lodz, Poland Size of facility 3,300sqm People 113 Target Timeline Go Live Production Start: 5th November 2025 37

  38. Slide 38: Plumbing matters. We make it better.

    Plumbing matters. We make it better.

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