Globe International Limited · ASX:GLB
Globe International — FY2026 Earnings Presentation
26 slides from Globe International's earnings presentation, Aug 27, 2026
Slide 1: Investor Presentation FY26 Full Year Results
For personal use only G L O B E I N T E R N AT I O N A L ASX: GLB I N V E S T O R P R E S E N TAT I O N 27 AUGUST 2026 F Y 2 6 F U L L Y E A R R E S U LT S
Slide 2: CEO quote on guiding principles
For personal use only “WE NEVER HAD A MASTER PLAN FOR THE BUSINESS, JUST A SERIES OF 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 3: Australian Born. Globally Built.
For personal use only AUSTRALIAN BORN. GLOBALLY BUILT. Established in 1985, Globe International is a global brand builder, producing and distributing specialised purpose-built apparel, footwear and skate hardgoods. Serving the boardsports, street fashion, outdoor and workwear markets, our products a
Slide 4: We've Built a Strong Stable of Core Brands
W E' VE B U ILT A ST R O N G STA B L E O F CORE BRANDS C O R E A N D EM ER G IN G B R A N D S For personal use only A deliberate, multi-year portfolio transformation – from 20+ brands in FY19 to three core global brands generating ~90% of Group revenue Core brands – FXD, Salty Crew and Globe – are s
Slide 5: Global Operations
G L O B AL O PER AT ION S For personal use only HOSSEGOR LOS ANGELES COSTA MESA SHENZHEN SAN DIEGO Australia GLOBAL HQ MELBOURNE Established 1985 Handles APAC North America Europe China Established 1995 Established 2005 Established JV 2001 Handles Americas Direct in Western Skateboard Europe and Man
Slide 6: FY26 Financial Overview
F Y2 6 F IN A N C IAL O VERVIEW For personal use only $206.4m $16.6m 8.0% Revenue EBIT EBIT Margin +$0.1m on PCP +$2.0m PCP +90bps vs PCP UP 0.03% FY25: $206.3m UP 13.4% FY25: $14.6m UP 0.9% FY25: 7.1% GLOBE $11.0m 23 cents $26.7m NPAT Full Year Dividend Cash position +$1.2m on PCP +15% on PCP Refle
Slide 7: Track Record of Strong Cash Flow Generation and Returns to Shareholders
TRACK RECORD OF STRONG CASH FLOW GENERATION AND RETURNS TO SHAREHOLDERS STRONG DIVIDEND RETURN TO SHAREHOLDERS For personal use only • Annual fully-franked dividend has been maintained at 20.0 cps or higher over the past 3 years • FY26 annual dividend implies a yield of c.10% • Going forward, the Co
Slide 8: Segment Performance
SEG M EN T PER F O R M A NC E Segment performance driven by strategic rationalisation of brands & focus on margin improvement For personal use only Australia North America Europe Remains Globe International’s largest market, Generated strong cash and stable earnings Recent restructure has resu
Slide 9: Continued Evolution to Drive Success
C O N T IN UED EVO L U T IO N TO D R IVE SU C C ESS For personal use only Globe has a strong track record of evolving and regenerating our business to stay ahead of trends and the shifting dynamics in brands, consumers, categories and distribution channels. Over the last five years we have taken som
Slide 10: Core Global Brand Growth Story
C O R E G L O B A L B R A N D G R O WT H STO RY For personal use only CORE BRAND REVENUE# 185.0 • Over the past three years, Globe International has consolidated its brand portfolio around its Core Brands: FXD, SALTY CREW AND GLOBE. 180.0 AUD Millions 175.0 • These brands represent long-term growth
Slide 11: FXD
For personal use only FXD Building on experience designing and manufacturing technical apparel for board sports and streetwear, Globe International established FXD in 2012 to deliver premium workwear and work boots that combine superior functionality, durability and style. Inspired by the workers an
Slide 12: FXD Strategy
F XD ST R AT EG Y For personal use only • Established 2012 • FXD (Function by Design) developed from 25 years' designing and making purpose-built technical apparel Foundation • Renowned for carefully designed, purpose-built workwear that exceeds industry safety and durability standards • Workwear ma
Slide 13: Salty Crew
For personal use only SALTY CREW Founded in 2014, Salty Crew, a men's and women's surf, fish and dive brand is built around a blue-collar hard working maritime ethos. Inspired by the seafaring, the wax sharing, the grommets, young and old for those who Find Refuge in the Sea. It is this inspiration
Slide 14: Salty Crew Strategy
SA LT Y C R EW ST R AT EG Y • Established 2014 For personal use only Foundation • Globe acquired 50% of brand and operational control in 2017 • Renowned for authentic ocean technical lifestyle credibility across the fishing, surf and dive communities • Ocean technical and lifestyle apparel Segment •
Slide 15: Globe
For personal use only GLOBE Founded in 1994, GLOBE is the heritage brand and the cultural DNA of Globe International. United by over three decades of boardsports, street culture, design and film, GLOBE represents an international network of riders and designers. Emerging out of the Melbourne undergr
Slide 16: Globe Strategy
G L O B E ST R AT EG Y For personal use only • Established 1994 Foundation • Renowned for 30 years of authentic skate and surf credibility, built on team, product and community Segment • Premium skate and lifestyle footwear, hardgoods and apparel Product Range • Footwear, skateboards and skate hardw
Slide 17: Emerging Brands Creating Tomorrow's Growth Engines
EM ER G IN G B R A N D S C R EAT IN G TO M OR ROW'S G R O WT H EN G IN ES For personal use only With more than 40 years of experience developing and growing brands, Globe International has a proven track record of identifying, incubating and scaling emerging brands into category leaders. FXD and Sal
Slide 18: FY27 Outlook
F Y2 7 O U T L O OK For personal use only Our strong balance sheet and improved cash position provide us with a solid platform for growth in FY27. We're anticipating further growth in our core brands: FXD, SALTY CREW AND GLOBE, as well as our emerging brands. This is expected to lead to further reve
Slide 19: Appendix
For personal use only A PPEN D IX 19/26
Slide 20: Profit & Loss Statement
PR O F IT & L O SS STAT EM EN T For personal use only 2026 2025 $’000 $’000 Revenue from contracts with customers 206,351 206,295 Other income 783 937 Changes in inventories of finished goods and work in progress (4,282) (1,640) Inventories purchased (92,891) (102,520) Employee benefits expenses (36
Slide 21: Balance Sheet
B A L A N C E SH EET 2026 $’000 2025 $’000 ASSETS Current assets Cash and cash equivalents 26,705 19,882 Trade and other receivables 32,412 33,807 Inventories 35,571 39,176 Prepayments 2,750 2,518 For personal use only Derivative financial instruments 154 - Total current assets 97,592 95,383 Non-cur
Slide 22: Cash Flow
C A SH F L O W 2026 2025 $’000 $’000 For personal use only Cash flows from operating activities Receipts from customers (inclusive of goods and services tax) 220,663 218,728 Payments to suppliers and employees (inclusive of goods and services tax) (195,032) (204,257) Interest received 337 408 Intere
Slide 23: Revenue and EBIT Reconciliation by Segment and Brand
R EVEN U E A N D EB IT R EC O N C IL IATION B Y SEG M EN T A N D B R A N D The tables set out below show the group’s segment and branded performance reconciled to statutory results as contained in the 4E (Note 2) For personal use only Segment Revenue and EBIT Segments Metric FY24 FY25 FY26 (A$m) (A$
Slide 24: Board & Senior Management
B O A R D & SEN IO R M A N A G EMEN T For personal use only HARRY HODGE STEPHEN HILL PETER HILL MATT HILL K AR E N B R O W N E CHAIRMAN & EXECUTIVE EXECUTIVE CHIEF EXECUTIVE CHIEF FINANCIAL NON-EXECUTIVE DIRECTOR DIRECTOR DIRECTOR OFFICER OFFICER Harry Hodge was appointed Stephen co-founded Globe Pe
Slide 25: Disclaimer
For personal use only This presentation has been produced by Globe International Limited (a) Representations or warranties, expressed or implied, in relationship associates, affiliates or agents, nor any other person accepts any (“Globe”) and may contain forward looking statements that are based on
Slide 26: Investor and Media Contacts
For personal use only INVESTORS MEDIA ABN 65 007 066 033 Wassim Kisirwani Cody Want Globe International Limited Alleato Alleato 1 Fennell Street, Port Melbourne, VIC 3207 Wassim.kisirwani@alleato.com Cody.want@alleato.com +61 3 8534 9999 M: +61 413 458 235 M: +61 467 213 886 26/26