Ann: Trading and FY23 Guidance Update, page-13

Me thinks way too much reading between the lines here from a few red herrings & BS.

The explanations in the Ann seem pretty reasonable.

'warranty costs' appear to be a focus here for some, I reckon a fairly normal issue to deal with in any production based industry, though if there's a blow out results will be jeopardized regardless of any insurance coverage & not to mention reputational damage. The comments I have just made are not even remotely indicated in the latest Ann.

The announcement itself leads me to believe it's just a 'delayed customer order' as stated with a few labour issues affecting build times, culprit Perth business unit. Seems to be a bit of juggling going on, Perth output unsatisfactory so Batam Indo to take up the slack, probably impact in some way....just my take.
I do know from living in Perth that the labour constraints are real, attracting & retaining people with the skills required is a challenge.

AJMO