Fletcher Building Limited · NZX:FBU
Fletcher Building — Investor Day (June 2022)
10 slides from Fletcher Building's investor day presentation, June 2022
Slide 1: Agenda
Agenda 1. Building for tomorrow Ross Taylor / Bevan McKenzie 2. Building Products Hamish McBeath 3. Distribution Bruce McEwen 4. Concrete Nick Traber 5. Australia Dean Fradgley 6. Residential and Development Steve Evans 7. Concluding Remarks Ross Taylor Fletcher Building Limited
Slide 2: Leading trade distribution businesses in New Zealand
Distribution Leading trade distribution businesses in New Zealand A leading trade distributor of building & plumbing supplies across the NZ market, with strong geographic network reach Deep customer connections, leading technical knowledge, and strong grass roots presence through leading respect
Slide 3: Sustainable performance improvement through strong operating disciplines
Distribution Sustainable performance improvement through strong operating disciplines EBIT ($m)1 EBIT Margin1 (%) and ROFE2 (%) Key Non-financial Measures c.56.5% 51.2% FY19 YTD22 c.8.7% c.$135m TRIFR3 5.8 4.8 7.4% NPS 44 27 $115m Engagement 75% 71% Carbon (‘000t)4 7 9 FY19 FY22F FY19 2H22F EBIT mar
Slide 4: Growth delivered through top line sales growth, embedded pricing disciplines and cost efficiencies
Distribution Growth delivered through top line sales growth, embedded pricing disciplines and cost efficiencies Disciplined sales growth through top line initiatives Embedded cost efficiencies Strong pricing disciplines & capability to recover inflation Sales excellence to capture targeted marke
Slide 5: Network expansion centred around our customers to drive ongoing growth
Distribution Network expansion centred around our customers to drive ongoing growth Tumu stores expected to deliver earnings uplift… … and strengthen market positions in growth areas Six branches & one Frame & Truss manufacturing facility c.200 staff with deep community connection $130-140m sa
Slide 6: Scaling up Frame & Truss manufacturing
Distribution Scaling up Frame & Truss manufacturing Investing in automation Safer operating environment for our people Improved quality product in dimension and tolerance Technology & automation enabling innovation in new products Increased capacity enabling potential for capturing increased
Slide 7: Innovation in digital tools differentiating the business for sustainable returns
Distribution Innovation in digital tools differentiating the business for sustainable returns Digitising our operations / end-to-end supply chain Enhancing our customer experience Continued development of digital tools driving ease of integration into customers ecosystems Making it easy for our
Slide 8: Insights via data & analytics enabling customer experience personalisation
Distribution Insights via data & analytics enabling customer experience personalisation Focus on solving key challenges with data & analytics Harnessing tech capabilities to differentiate Data & analytics team established; tech foundations built Core customer data cleansed; personalisation enabl
Slide 9: Distribution Division driving growth & margin expansion through continued innovation & operational discipline
Distribution Distribution Division driving growth & margin expansion through continued innovation & operational discipline Strong financial performance with growing EBIT margins & strong ROFE Profitable network expansion & investment in growth corridors Disciplined pricing methodologies & capa
Slide 10: Questions
Questions Page 54 | Fletcher Building Limited Investor Day Presentation | © June 2022