GALE Pacific Limited · ASX:GAP
GALE Pacific — Shareholder Meeting (November 2026)
14 slides from GALE Pacific's shareholder meeting presentation, Nov 11, 2026
Slide 1: FY26 Annual General Meeting
or personal use only FY26 Annual General Meeting 11 November 2026
Slide 2: CEO's presentation
or personal use only CEO’s presentation Troy Mortleman Chief Executive Officer
Slide 3: Important Notice and Disclaimer
Important Notice any action taken on the basis of the information. the control of the Company. Actual results, performance Past performance. Past performance information and Disclaimer and or achievements may differ in this presentation is given for words Not an offer. materially from those express
Slide 4: GALE Pacific today
GALE Pacific today or personal use only 75 years of trusted perfomance Trusted products Products customers rely on to solve real-world problems and perform in demanding environments. Trusted brands Coolaroo® and GALE Commercial®, Built in Australia. recognised leaders in their categories. Proven glo
Slide 5: FY26 results at a glance
FY26 results at a glance or personal use only Earnings and returns FY26 takeaway Revenue EBITDA EBITDA Margin Earnings remained broadly stable despite lower revenue, $ 155.5 m $ 12.3 m 7.9 % while stronger working-capital Down 9.6% on FY25 Up from $12.0m Up 0.9 percentage points and cost discipline
Slide 6: FY26 strengthened the foundations
FY26 strengthened the foundations or personal use only Decisive action created a simpler, more focused and financially resilient business Americas reset Cost discipline Working capital Balance sheet 24% $ 7.2 m $ 8.6 m $ 4.9 m Workface reduction Opex savings Inventory reduction Net cash Refocused th
Slide 7: Financial discipline is continuing
Financial discipline is continuing or personal use only Positive cash generation and sustained cost discipline further strengthened the balance sheet in Q1 FY27 Cost discipline Operating cash flow Net cash $ 1.8 m $ 3.5 m $ 8.2 m Lower underlying Q1 operating cash inflow At 30 September 2026 operati
Slide 8: Driving demand from the end user
Driving demand from the end user or personal use only One common demand-generation capability 1 Understand 2 Target 3 Solve 4 Amplify 5 Build preference Identify end-user Prioritise geographic Lead with clear, Expand reach through Make solutions problems and pain marketswhere the problem-centred dig
Slide 9: Scaling our US consumer business
Scaling our US consumer business Bring proven Australian category capability to the US or personal use only Broaden category Expand our Grow participation customer reach e-commerce • Introduce proven Australian • Build the new Menards • Increase reach and categories into Lowe’s and relationship acro
Slide 10: Expanding our commercial business
Expanding our commercial business Growing proven applications across larger markets and new or personal use only segments to broaden and diversify our revenue base Expand in Build specification Penetrate larger markets & preference “light commercial” • Grow share in architectural • Leverage new busi
Slide 11: Unlocking further growth in ANZ
Unlocking further growth in ANZ or personal use only Consumer Commercial Open new growth avenues Consolidate & grow Expand the gazebo segment Strengthen the core Reach new consumers and broaden Reinforce architectural shade, grain fabric participation in outdoor living. and water containment. Accele
Slide 12: Building operations fit for growth
Building operations fit for growth or personal use only ACTION UNDERWAY OPERATIONAL BENEFIT GROWTH ADVANTAGE Improve operational flow Reduce lead times, minimum order More responsive service across Consumer Work underway in China and Braeside coating quantities and bottlenecks and Commercial markets
Slide 13: Outlook
Outlook or personal use only Potential seasonal support in Australia balanced by continued regional and supply-chain volatility • Australian seasonal demand: Australian peak-season trading may benefit from forecast hotter and drier conditions associated with an El Niño weather pattern. • US consumer
Slide 14: Focused execution. Sustainable growth
Focused execution. Sustainable growth Building on stronger foundations with clear priorities and disciplined delivery or personal use only Stronger foundations Focused execution Sustainable growth A leaner operating model, stronger cash Clear priorities across demand generation, Profitable growth, c