Reliance Worldwide Corp. Ltd. · ASX:RWC
Reliance Worldwide — Investor Day (October 2025)
44 slides from Reliance Worldwide's investor day presentation, Oct 23, 2025
Slide 1: Investor Briefing
Investor Briefing 23 October 2025 RELIANCE WORLDWIDE CORPORATION LIMITED ABN 46 610 855 877
Slide 2: Important Notice
Important Notice This presentation contains general information about Reliance Worldwide Corporation Limited’s activities at the date of presentation (23 October 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
Slide 3: Agenda
Agenda 1. Group strategy overview 2. Regional spotlight • EMEA • APAC • Americas 3. Shareholder Value Creation 4. Q&A 3
Slide 4: Speaker introductions
Speaker introductions Heath Sharp Andrew Johnson Travis Potts CEO CFO EVP, Strategy and Transformation Dixon Thuston Nicole Sumich Will Kilpatrick EVP of & President, EMEA EVP & President, Asia Pacific EVP & President, Americas 4
Slide 5: 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
Slide 6: 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
Slide 7: 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
Slide 8: 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 ▪
Slide 9: 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
Slide 10: Manufacturing Footprint: Location
Manufacturing Footprint: Location Optimise manufacturing footprint based on product-specific cost profiles Product Materials Labor Freight Tariffs Manufacturing / Assembly Location: FluidTech ▪ Products have different cost USA X X drivers ▪ Optimal manufacturing location FluidTech based on product c
Slide 11: EMEA
EMEA Plumbing Matters. We Make It Better.”
Slide 12: 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
Slide 13: 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
Slide 14: 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
Slide 15: 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
Slide 16: 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 16
Slide 17: 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
Slide 18: Key projects we're working on at pace to bring to market
Key projects we’re working on at pace to bring to market1 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
Slide 19: 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
Slide 20: 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 20
Slide 21: APAC
APAC Plumbing Matters. We Make It Better.”
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
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
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
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
Slide 26: We are launching in the Wholesale merchants
We are launching in the Wholesale merchants…
Slide 27: We are launching in the Retailers
We are launching in the Retailers……. 27
Slide 28: We are installing in live construction sites
We are installing in live construction sites….. 28 We are EVERYWHERE…. !
Slide 29: 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
Slide 30: APAC: Industry leading execution
APAC: Industry leading execution After the Holman acquisition there were 22 active sites across Australia and New Zealand October 2024 30
Slide 31: APAC: Industry leading execution
APAC: Industry leading execution Following the closure of Melbourne recycling and fittings assembly plus the warehouse changes, the current site count is 17 Completed Projects ▪ Onehunga manufacturing closure October 2025 ▪ Croydon moulding closure HOL Virginia ▪ Dandenong recycling closure ▪ Fittin
Slide 32: APAC: Industry leading execution
APAC: Industry leading execution Opportunities for cost reduction through optimisation and outsourcing are actively underway to potentially further reduce site count Active Projects ▪ Warehouse 1A (Holman MEL) ▪ Project Chelsea HOL Virginia ▪ Extrusion Resin (+ dual source) HOL Geebung ▪ PVC fabrica
Slide 33: AMERICAS
AMERICAS 33
Slide 34: 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 34
Slide 35: 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
Slide 36: 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 36
Slide 37: 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 catalog of 30+ “how to” videos YouTube) to highlight how RWC makes end users targeted at our core custome
Slide 38: 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
Slide 39: 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
Slide 40: Shareholder Value Creation
Shareholder Value Creation 40
Slide 41: RWC model for generating shareholder returns
RWC model for generating shareholder returns Smart product solutions that Differentiated brands with Flexible, cost effective and high ROA Competitive improve job site productivity superior product availability operational footprint Advantage Solutions for Value for Industry Leading Product the Job
Slide 42: 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
Slide 43: Plumbing matters. We make it better.
Plumbing matters. We make it better.
Slide 44: Thank you
Thank you RELIANCE WORLDWIDE CORPORATION LIMITED ABN 46 610 855 877