Globe International Limited · ASX:GLB
Globe International — FY2025 Earnings Presentation
21 slides from Globe International's earnings presentation, Aug 21, 2025
Slide 1: Globe Intl. - 21 August 2025
For personal use only GLOBE INTL. ASX: GLB 21 ST AUGUST 2025
Slide 2: Globe International
For personal use only Established in 1985, Globe International is a global producer and distributor specialising in purpose built apparel, footwear GLOBE and skate hardgoods. Serving the boardsports, street fashion, outdoor, and workwear markets, our products are sold in over INTERNATIONAL 70 countr
Slide 3: Global Brands
GLOBAL BRANDS For personal use only APPAREL WORKWEAR HARDGOODS SALTY CREW FXD GLOBE + IMPALA Founded: 2014 Founded: 2012 Founded: 1994 + 2017 Primary Products: Primary Products: Primary Products: Men’s and Women’s Men’s and Women’s Footwear, Skateboards, Skate Surf, Fish and Dive Workwear and Workbo
Slide 4: Emerging Brands
EMERGING BRANDS For personal use only UNISEX FASHION AND SURF EYEWEAR WORKWEAR APPAREL SZADE + RITUAL VISION X-DMG S-DOUBLE Founded: 2021 Founded: 2023 Founded: 2010 Primary Products: Primary Products: Primary Products: Unisex Eyewear Workwear Streetwear Apparel 4 GLOBE INTERNATIONAL
Slide 5: Global Brand Growth
GLOBAL BRAND GROWTH “Globe International has committed to concentrating on its global brands which present long term scale and growth potential. In FY25 the company has been disciplined and deliberative in the For personal use only removal of non-strategic brands and associated revenue of $25.5m. Im
Slide 6: Operations
OPERATIONS GLOBAL For personal use only AUSTRALIA NORTH AMERICA EUROPE CHINA GLOBAL HQ Established Established Established 2005 Established 2001 1985 Handles 1995 Handles Direct in Western Skateboard APAC Americas Europe and Manages Manufacturing 5 EMEA Distributors GLOBE INTERNATIONAL
Slide 7: FY25 Financial Overview
FY25 GLOBE INTERNATIONAL FINANCIAL OVERVIEW $206.3M $14.6M 7.1% For personal use only Revenue EBIT EBIT Margin - -$16.0m on PCP -$2.5 PCP 0.6% vs PCP $9.8M 20 CENTS $19.9M NPAT Full Year Dividend Cash at Bank -$1.7m on PCP -9% on PCP Reflecting a 6.6% Yield 7
Slide 8: FY25 Financial Highlights
FY25 STRONG REVENUE AND PROFITABILITY IN A CHALLENGING GLOBAL ENVIRONMENT FINANCIAL • Strong revenue of $206.3 million after planned removal of non-strategic brand revenue HIGHLIGHTS • Solid EBIT return of $14.6 million with EBIT margin of 7.1% • Australian division highly profitable delivering 12.6
Slide 9: FY25 Highlights
FY25 GLOBE INTERNATIONAL HIGHLIGHTS • Profitability of the business remained strong, despite the impact of US tariffs and a sluggish Australian retail environment. • All global regions were profitable and contributed positively to the For personal use only overall group result. • Brand highlights in
Slide 10: Dividend & Capital Management
DIVIDEND & PROVIDING STRONG RETURN OF CAPITAL TO SHAREHOLDERS CAPITAL MANAGEMENT • Final dividend of 00.10 cents per share (fully franked), taking the FY25 dividend 0.20 cents per share (FY24: 0.22 cents per share) • Implied trailing 12-month yield of 6.6%. • The Board determined the final dividend
Slide 11: Regional Performance
REGIONAL PERFORMANCE AUSTRALIA NORTH AMERICA EUROPE • Remains the strongest performing region • Delivered a solid year against the backdrop of • EU division undertook final operational changes in EBIT and revenue, despite a depressed USA tariffs and while the major impact is during the year to compl
Slide 12: Globe's Strengths
GLOBE'S GLOBE INTERNATIONAL STRENGTHS • Global brand company with market leading brands delivered through operations and distribution around the World. • Proven ability to develop and grow market share in global brands across variety of demographics and customer base. • Diversified revenue streams t
Slide 13: Matt Hill quote on guiding principles
“WE NEVER HAD A MASTER PLAN FOR THE BUSINESS, JUST A SERIES OF For personal use only GUIDING PRINCIPLES THAT WERE ARTICULATED BY PETER AND STEPHEN AS A BUSINESS MISSION: STAY TRUE TO OUR ROOTS, REMAIN HARDCORE AND BE ADAPTIVE TO THAT AS OUR WORLD EVOLVES, AND MOST IMPORTANTLY HAVE FUN BREAKING CONVE
Slide 14: Appendix
For personal use only APPENDIX
Slide 15: Globe Corporate Overview
GLOBE CORPORATE GLOBE INTERNATIONAL OVERVIEW Share Price (30 June 2025) $3.01 Shares on Issue (m) 41.5 52-week trading (low/high) $2.42 / $3.90 For personal use only MARKET CAP $124.8M Other Board & Management Approx 70% Other Approx 30% Board and Management 15
Slide 16: Board & Senior Management
GLOBE INTERNATIONAL BOARD & SENIOR MANAGEMENT HARRY HODGE STEPHEN HILL PETER HILL MATT HILL KAREN BROWNE For personal use only CHAIRMAN & EXECUTIVE DIRECTOR EXECUTIVE DIRECTOR CHIEF EXECUTIVE OFFICER CHIEF FINANCIAL OFFICER NON-EXECUTIVE DIRECTOR Harry Hodge was Stephen co-founded Peter co-founded G
Slide 17: Profit & Loss Statement
PROFIT & GLOBE INTERNATIONAL LOSS STATEMENT 2025 2024 $’000 $’000 Revenue from contracts with customers 206,295 222,317 For personal use only Other income 937 1,589 Changes in inventories of finished goods and work in progress (1,640) (9,510) Inventories purchased (102,520) (104,471) Employee benefi
Slide 18: Balance Sheet
GLOBE INTERNATIONAL BALANCE SHEET 2025 2024 2025 2024 LIABILITIES $’000 $’000 ASSETS $’000 $’000 Current assets Current liabilities Cash and cash equivalents 19,882 22,117 Trade and other payables 27,461 29,045 Current lease liabilities 2,800 2,239 Trade and other receivables 33,807 30,701 Borrowing
Slide 19: Cash Flow
CASH FLOW GLOBE INTERNATIONAL 2025 2024 $’000 $’000 Cash flow s from operating activities R e c e i p t s f r o m c u s t o m e r s ( i n c l u s i ve o f g o o d s a n d s e r v i c e s t a x) 214,223 229,822 P a ym e n t s t o s u p p l i e r s a n d e m p l o y e e s ( i n c l u s i v e o f g o o
Slide 20: Disclaimer
GLOBE INTERNATIONAL For personal use only This presentation has been produced by Globe International Limited its directors, employees, associates, affiliates and agents, make no: or agents, nor any other person accepts any liability for any loss, claim, (“Globe”) and may contain forward looking stat
Slide 21: Investor and Media Contacts
GLOBE INTERNATIONAL For personal use only INVESTORS MEDIA ABN 65 007 066 033 Samantha Cook Matt Hill Globe International Limited 1 Fennell Street, Port Melbourne, VIC 3207 Company Secretary CEO +61 3 8534 9999 Globe International Limited Globe International Limited Samantha.cook@globebrand.com Matt.