Big River Industries : Investor Day Presentation

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Site Tour

Big River Melbourne Sites

14 June 2022

Index

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•	Business Introduction	- Jim Bindon (CEO)
•	Strategy summary	- Jim Bindon (CEO)
•	Panels business unit	- Craig Dorward (EGM - Panels)
•	Construction Products	- John Lorente (EGM - Construction Products)
•	Summary	- Jim Bindon (CEO)

Building Australia for over 100 years

• A proud history dating back to the late 1800's

only• Successfully listed for 5 years after > 100 years in the same family ownership

• A vertically integrated manufacturer and distributor of timber, panels and building materials

• A well diversified supply chain including strong Government contracted wood supply use• Sites across Australia and New Zealand

• A diverse product mix with an exposure to all construction segments

ersonal• Direct to market channel, with some 10,000 active Trade accounts

• History of successful acquisitions and a lead position consolidating the industry

• Strongly aligned and experienced management team (18 managers with direct shareholding)

Summary of business metrics

25% of revenue - manufactured by BRI
25% of revenue - direct imported by BRI
only50% of revenue - sourced from large
local supply partners
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ersonal	6 manufacturing sites
• 1 x Plywood manufacturing

• 3 x steel rolling lines

• 3 x Panels manufacturing sites

• 3 x Frame & Truss prefabrication plants

• 1 x pre-fab bridge manufacture

23 sites across the major population centres of Australia and NZ

~ 550 staff

Average L.O.S ~ 10 years

FY22 (f) revenue ~ $400m (5 year CAGR ~ 18%) Strong U-EBITDA growth 5 year average TSR ~ 15%

Revenue split by construction segment

• 41% detached housing
• 15% multi-residential
• 9% A&A
• 21% Commercial
• 7% Civil
• 7% OEM (re-manufacturing)

Strong geographic and category diversity

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BTC's - 45% of revenue F&C - 26% of revenue Panels - 29% of revenue

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