19 slides from Builddirect.com Technologies's earnings presentation, Aug 26, 2026
Slide 1: BuildDirect Technologies Inc.
CONFIDENTIAL · INVESTOR PRESENTATION · FY2026 BILD.V BuildDirect TSXV $181M Technologies Inc. M AR K E T C AP The most capital-efficient acquisition engine in building materials distribution. ~$85.6M PRO-FORMA REVENUE We buy fragmented, owner-operated distributors at 1–5x EBITDA, integrate them onto
Slide 2: The ticker is the thesis
TSXV: BILD.V THE TICKER IS THE THESIS Our strategy spells our ticker. BUY B Acquire profitable, fragmented businesses at 1–5x EBITDA INTEGRATE I Migrate onto one shared operating platform LEVERAGE L Scale purchasing, expand margin, and cross-sell DELIVER D Execute integrations on time and on plan .V
Slide 3: Legal Disclaimers
IMPORTANT INFORMATION Legal Disclaimers Forward-Looking Statements Non-GAAP Financial Measures This presentation contains forward-looking information within the meaning of References to Adjusted EBITDA, Adjusted EBITDA margin, and platform applicable Canadian securities legislation, reflecting manag
Slide 4: An integrated rollup platform in building materials
COMPANY OVERVIEW An integrated rollup platform in building materials We acquire specialty flooring and building-materials distributors, migrate them onto one shared corporate back- end, and operate them as a single scalable business. ~$85.6M $3.13M +1.1% +39.2% TTM REVENUE PRO-FORMA REVENUE FY25 ADJ
Slide 5: From e-commerce pioneer to rollup platform
OUR EVOLUTION From e-commerce pioneer to rollup platform Two decades of e-commerce built the technology backbone, supplier network, and operational DNA that now power a disciplined building-materials rollup. 01 02 03 1999–2020 2021–2023 2024–PRESENT The Origin The Pivot The Platform Today Built a na
Slide 6: Why our e-commerce DNA makes us the ideal consolidator
COMPETITIVE EDGE Why our e-commerce DNA makes us the ideal consolidator 1 Technology-first back office 2 Established supplier network ERP, inventory, and reporting systems built 20+ years of vendor relationships drive for scale — not inherited from a single store. immediate procurement savings for e
Slide 7: A massive, fragmented market — 15,000+ targets
THE OPPORTUNITY A massive, fragmented market — 15,000+ targets Flooring retail across the US and Canada is highly fragmented — and Big Box is not taking share from independents. 15,000+ ~65% 5–10x Independent flooring businesses Market share held by fragmented SKU depth vs. a typical Big Box in US /
Slide 8: Why flooring: stable demand, design-driven margins
THE CATEGORY Why flooring: stable demand, design-driven margins Flooring gives durable exposure to building materials — anchored in renovation, and driven by style rather than price. DEMAND MIX — ANCHORED IN RENOVATION STABLE EXPOSURE With ~70% of demand from renovation and remodel, flooring is far
Slide 9: Why now: a generational buying opportunity
TIMING Why now: a generational buying opportunity Thousands of owner-operators are reaching a succession inflection point — creating a massive, durable acquisition runway. 1 2 3 Owners are retiring Few competitive buyers Fragmented market Baby-boomer owners built these PE is inactive in sub-$5M Inde
Slide 10: Our unfair advantage: how we buy
SOURCING Our unfair advantage: how we buy These businesses don't transact through normal M&A channels. We built a proprietary process to reach owner- operators and close. STEP 1 STEP 2 STEP 3 STEP 4 Identify Engage Structure Close Source owner-operators through direct outreach, › Understand the busi
Slide 11: Every acquisition integrated within days
VALUE CREATION Every acquisition integrated within 30 days Migration onto our corporate back-end unlocks ~25% EBITDA uplift within 12 months. BEFORE INTEGRATION AFTER INTEGRATION • Bookkeeping in QuickBooks or spreadsheets • Corporate finance, reporting & controls from day one • Buying at retail / s
Slide 12: Our platform scales at 100:1
OPERATING LEVERAGE Our platform scales at 100:1 $100 of new revenue adds only ~$1 of incremental platform cost — so EBITDA accelerates as revenue scales. EBITDA GROWS ~8x AS REVENUE SCALES · $M PLATFORM AS % OF REVENUE $70M 4.3% 32 $150M 2.5% $200M 2.1% 21 WHY EBITDA ACCELERATES 10 • Platform cost t
Slide 13: What we do with $5–10M of capital
USE OF CAPITAL What we do with $5–10M of capital $5–10M $20–40M ≤ 2 Years Capital deployed into tuck-in Revenue added from acquired Payback period on invested acquisitions businesses capital IDEAL TARGET PROFILE CAPITAL ALLOCATION • $5M–20M revenue building-materials distributors 70% Acquisitions —
Slide 14: Working capital that self-funds growth
DE-RISKING Working capital that self-funds growth Acquisitions are structured with 50–100% working-capital coverage, minimizing cash-outlay risk. WORKING CAPITAL MODEL CASH CONVERSION LEVERS • Targets come with existing inventory, receivables and • Inventory normalization — reduce aged stock, custom
Slide 15: Spotlight: Tile Outlets of America
RECENT ACQUISITION Spotlight: Tile Outlets of America Our entry into branded specialty retail tile — three Florida showrooms acquired near asset value. ~$3.7M ~$19.5M NET CONSIDERATION FY25 REVENUE (US$) ST O REFRO NT · W EST FLO RID A ~0.19x 3 PRICE / REVENUE FL SHOWROOMS WHY IT MATTERS • New brand
Slide 16: The most capital-efficient acquisition engine in building materials distribution
THE INVESTMENT THESIS The most capital-efficient acquisition engine in building materials distribution. Proprietary sourcing Buy at 1–5x EBITDA Proven integration Owner-operator deals with little to With 50–100% working-capital ~25% EBITDA uplift within 12 no competitive bidding. coverage minimizing
Slide 17: Capitalization & ownership
CAPITAL STRUCTURE Capitalization & ownership CAPITALIZATION (CAD$M) OWNERSHIP OVERVIEW Share Price (7-May-2026) $3.75 Pelecanus 39% Investments Shares Outstanding (#M) 48.3 Lyra Growth 15% Partners Market Capitalization $181.1M Beedie 14% Investments (+) Debt $18.8M 32% Others (–) Cash ($11.0M) Ente
Slide 18: Management team
LEADERSHIP Management team Shawn Wilson, DBA Jay Allen, MBA Kerry Biggs, CPA CEO COO CFO • Home improvement, e-commerce & big- • 25+ years in D2C & e-commerce growth • Finance exec across manufacturing & retail box retail • Led Teavana's IPO & Starbucks sale • Former CFO of TSXV/CSE-listed firms • S
Slide 19: Board members & observers
GOVERNANCE Board members & observers Milan Roy Tim Howley Eyal Ofir CHAIRMAN BOARD MEMBER BOARD MEMBER • CFO of Lyra Growth Partners (20+ yrs) • 40+ years in finance & leadership • 20+ years in capital markets & tech • Ex-EKA Growth Capital & Bench • Group CFO, Mark Anthony Group since • Co-Founder