Big River Industries Ltd. · ASX:BRI
Big River Industries — Shareholder Meeting (October 2023)
10 slides from Big River Industries's shareholder meeting presentation, Oct 24, 2023
Slide 1: Big River Industries Limited 2023 AGM CEO presentation
For personal use only Big River Industries Limited (ASX:BRI) 2023 AGM CEO presentation
Slide 2: Contents
CONTENTS For personal use only 2023 AGM 03 Historical Performance BIG RIVER INDUSTRIES LTD (ASX:BRI) 04 FY23 Results Highlights 05 Strategic Progress 07 Big River Branding Preview 08 YTD Progress & Outlook John Lorente CEO & Managing Director
Slide 3: Growth Momentum Continues
03 Growth Momentum Continues HY23 RESULTS 2023 AGM Revenue ($m) EBITDA ($m) U-NPAT ($m) 60 25 For personal use only 500 50 20 400 40 15 300 BIG RIVER INDUSTRIES LTD (ASX:BRI) 30 10 200 20 5 100 10 0 0 0 FY20 FY21 FY22 FY23 FY20 FY21 FY22 FY23 FY20 FY21 FY22 FY23 Cash Conversion Gearing ROFE 120% 25%
Slide 4: FY23 Results Highlights
04 FY23 Results Highlights 2023 AGM For personal use only Revenue Growth Gross Margin Underlying EBITDA Acquisitions +9.8% +55bps +7.3% BIG RIVER INDUSTRIES LTD (ASX:BRI) FA Mitchell and Epping timber acquisitions completed in FY23. All recent acquisitions have Sales revenue was up 9.8% on Continued
Slide 5: Strategic Progress: Panels Division
05 Strategic Progress 2023 AGM Panels Division For personal use only Moving Forward FY23 Results Grafton Consolidation project is almost completed FY23 FY22 % Change and will be fully operational by November 2023 BIG RIVER INDUSTRIES LTD (ASX:BRI) Revenue $128.5m $117.1m 9.7% increasing capacity to
Slide 6: Strategic Progress: Construction Division
06 Strategic Progress 2023 AGM Construction Division For personal use only Moving Forward FY23 Results A strong pipeline in cladding products particularly Maxiwall® and fibre cement as we continue to get BIG RIVER INDUSTRIES LTD (ASX:BRI) FY23 FY22 % Change Revenue $321.0m $292.2m 9.9% deeper with c
Slide 7: Big River Branding Preview
07 Big River Branding Preview BRANDING For personal use only • Modernising brand delivering business consistency • New brand logo – one team, strength, respected & solid Sub-brand Sub-brand Endorsed brand Endorsed brand foundation • Consolidating 18+ brands – leverage scale of the business Moving fo
Slide 8: YTD Progress & Outlook
8 YTD progress & Outlook 2023 AGM Growth opportunities remain in uncertain market conditions For personal use only BIG RIVER INDUSTRIES LTD (ASX:BRI) YTD Progress Outlook • Solid medium to long term prospects • Daily sales performance has been for housing given the housing • The housing pipeline is
Slide 9: Thank you
For personal use only Thank you 2023 AGM BIG RIVER INDUSTRIES LTD (ASX:BRI)
Slide 10: Important Notice and Disclaimer
10 Important Notice and Disclaimer 2023 AGM This presentation is dated 24th October 2023. the Company's expectations or that the effect of future Big River Industries Limited (the "Company") advises that the developments on the Company will be those anticipated. Actual information contained in t
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